Podcast Episodes
Back to Search
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…
3 months 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 months 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 months ago
Nvidia's moment of truth
Nvidia's blockbuster earnings are widely anticipated, but with the stock already up around 20% this year and the bar set sky-high, markets are bracin…
3 months ago
The name's bond
The 30-year U.S. Treasury bond yield remains above 5% even after President Trump says he called off planned strikes on Iran, with a Bank of America s…
3 months, 1 week ago
Yield pain, no gain
U.S. 30-year Treasury yields reach levels last seen before the 2008 financial crisis, rattling bond markets across the globe. Oil above $110 and stic…
3 months, 1 week ago
Week Ahead: Nvidia’s moment
Nvidia's earnings this week are expected to confirm the AI boom's momentum, but questions linger over whether hyperscalers can sustain their massive …
3 months, 1 week ago
Week in Review: Beijing summit, price shocks and UK political jitters
U.S. President Donald Trump and Chinese President Xi Jinping met in Beijing, but markets had little to take away, with no breakthrough on the Strait …
3 months, 1 week ago
Strait talk, little action
U.S. President Donald Trump flies home from Beijing after a two-day summit that delivered scant details on trade and no breakthrough on the Strait of…
3 months, 1 week ago
Trump and Xi talk - markets wait
Day one of U.S. President Donald Trump's Beijing summit with Chinese President Xi Jinping produced more than two hours of talks and a roster of top C…
3 months, 1 week ago