Podcast Episodes

Week Ahead: Summertime and the living isn't easy for the Fed

Kevin Warsh chairs his first Fed meeting in June, but Jerome Powell may still make his presence felt. His board seat runs to early 2028, making him a…

1 week, 5 days ago

Week in Review: Hot inflation, trillion-dollar chips, and Blue Origin

This week, U.S. inflation hits a three-year high. Fed officials warn that AI - meant to ease inflation - might actually be making it worse. Plus, Mic…

1 week, 6 days ago

Markets bet on an Iran deal

Markets are pricing in a U.S.-Iran deal, but U.S. President Donald Trump is yet to approve it and Iran saysit has not been finalized. Meanwhile, the …

2 weeks ago

Three months and counting

Three months into the Gulf war, renewed U.S.-Iran military exchanges have sent oil back to around $100 a barrel, dashing hopes of an imminent peace d…

2 weeks, 1 day ago

Trillion-dollar club

As Micron Technology and SK Hynix join the trillion-dollar club, Samsung is sharing the wealth - striking a deal to pay some memory chip workers bonu…

2 weeks, 2 days ago

From deal hopes to fresh strikes

Weekend hopes for a U.S.-Iran breakthrough fade after fresh American strikes on southern Iran, though markets are treating the move as a possible pus…

2 weeks, 3 days ago

Week Ahead: Inflation's summer test

As Memorial Day marks the unofficial start of summer, energy markets face a potential crunch point in June if the Strait of Hormuz blockage remains u…

2 weeks, 5 days ago

Week in Review: SpaceX shoots for the stars

Nvidia announced an $80 billion stock buyback and forecast a trillion dollars in AI chip sales — and markets shrugged. SpaceX filed for what could be…

2 weeks, 6 days ago

NACHO time just yet

*This episode was updated to remove incorrect normal Strait of Hormuz traffic figures*

Oil traders are pushing back against the NACHO trade - "Not An…

3 weeks ago

Nvidia's big beat falls flat

Nvidia nearly doubled its earnings, forecast $91 billion in revenue above consensus, raised its dividend and announced an $80 billion buyback - and i…

3 weeks, 1 day ago