Podcast Episodes
Back to Search
October 23, 2026 - Oil Shock, Tech Wreck: Is Wall Street’s Momentum Trade Unraveling?
Oil is surging. Tech momentum is cracking. And beneath the surface of Wall Street, a potentially significant shift in investor positioning is underwa…
1 day, 5 hours ago
October 16, 2026 - AI’s Credit Crisis Meets $110 Oil: What Breaks Next?
Two powerful market risks are converging—and the consequences could extend far beyond technology and energy.
The AI investment boom has been fueled by…
1 week, 1 day ago
October 12, 2026 - AI Has a Power Problem. Rising Bond Yields Could Make It Worse.
Wall Street is betting billions on the AI revolution. But two powerful forces could threaten the economics of the boom: rising bond yields and a powe…
1 week, 5 days ago
October 9, 2026 - Smart Money Is Fleeing Tech and Hoarding Record Cash. What Do They Know?
The biggest warning sign in this market may not be falling stock prices. It may be where sophisticated investors are moving their money.
As technology…
2 weeks, 1 day ago
October 7, 2026 - The Market Looks Calm. Under the Surface, It's Breaking.
The market looks remarkably calm. But beneath the surface, something is breaking.
Major indices may appear stable, but that stability could be conceal…
2 weeks, 3 days ago
October 5, 2026 - Tech at Record Highs. Yields Are Flashing Red.
Technology stocks are pushing to record highs—but the bond market is telling a very different story.
In this episode of Market Pulse, we examine the g…
2 weeks, 5 days ago
October 2, 2026 - Record Highs Are an Illusion: The Market Is Breaking Beneath the Surface
The major indexes may be flirting with record highs, but underneath the surface, the market is telling a very different story.
In this episode of Mark…
3 weeks ago
September 30, 2026 - Inflation Cools. Bond Yields Surge. What Is the Market Pricing?
Inflation is moving in the right direction—but the bond market isn’t celebrating.
Treasury yields are pushing higher even as inflation data cools, cre…
3 weeks, 3 days ago
September 28, 2026 - Yields Hit a 19-Year High as the Energy Shock Deepens
The bond market is flashing a warning investors can’t ignore.
Treasury yields are pushing to levels not seen in nearly two decades, while renewed pres…
3 weeks, 5 days ago
September 25, 2026 - Bond Yields Surge as Algorithms Keep Buying Tech
Bond yields are surging, but tech refuses to break.
In this episode of Market Pulse, we unpack the growing disconnect between an increasingly hostile …
4 weeks, 1 day ago