Podcast Episodes
Back to Search
Super Brief: 115,000 Jobs and Nobody Believes It — Super Brief
115,000 Jobs and Nobody Believes It. April payrolls came in at 115,000, nearly double consensus. Consumer sentiment cratered to a record low 48.2. Bo…
1 month, 2 weeks ago
Brief: The Allies Said No
Saudi Arabia and Kuwait simultaneously denied the US military access to bases and airspace, collapsing Project Freedom in 36 hours and exposing the b…
1 month, 2 weeks ago
Super Brief: The Allies Said No — Super Brief
The Allies Said No. The US has carrier strike groups in the Persian Gulf, the most powerful navy on Earth, and the technological capability to escort…
1 month, 2 weeks ago
Brief: One Page Away From Peace
The US and Iran are converging on a one-page memorandum to end the war, sending oil to $93 and S&P futures to 7,394. Japan's Nikkei surged 5% to a re…
1 month, 2 weeks ago
Super Brief: One Page Away From Peace — Super Brief
One Page Away From Peace. The US and Iran are converging on a 14-point memorandum of understanding. Pakistan is mediating. The document declares the …
1 month, 2 weeks ago
Brief: AMD Beat. The Market Broadened. Now What?
AMD crushed estimates with $10.25 billion in revenue and data center up 57%, confirming AI demand has broadened beyond NVIDIA. The S&P rose to 7,259 …
1 month, 2 weeks ago
Super Brief: AMD Beat. The Market Broadened. Now What? — Super Brief
AMD Beat. The Market Broadened. Now What?. AMD reported $10.25 billion in Q1 revenue, beating consensus by 4%, with data center at $5.8 billion, up 5…
1 month, 2 weeks ago
Brief: Iran Just Broke the Ceasefire. Now What?
Iran launched missiles and drones at the UAE, the US sank Iranian boats in the Strait of Hormuz, and the four-week ceasefire appears finished. Brent …
1 month, 2 weeks ago
Super Brief: Iran Just Broke the Ceasefire. Now What? — Super Brief
Iran Just Broke the Ceasefire. Now What?. Iran hit the UAE with 12 ballistic missiles, 3 cruise missiles, and 4 drones on Monday. One drone struck Fu…
1 month, 2 weeks ago
Brief: Abel's Berkshire Debut Meets a Market Running on Fumes
The S&P closed at a second consecutive record on narrowing breadth, Berkshire Hathaway held its first annual meeting under CEO Greg Abel, and Project…
1 month, 2 weeks ago