Episodios

  • New Housing Plan, Big Oil at the White, and Meta goes Nuclear 1/9/26
    Jan 9 2026

    President Trump directs GSEs to buy $200B in mortgage bonds, will it help lower rates? Oil Executives meet at the White House to discuss what’s next in Venezuela. Plus, Meta’s big bet on nuclear power.


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    46 m
  • A Buyback Ban, the Copper Crunch, and Where the Jobs Aren't 1/8/26
    Jan 8 2026

    President Trump proposing new restrictions on corporate landlords and defense companies. S&P Global sees a copper shortage in the near-future. Plus, the structural shift happening in the labor market.


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    44 m
  • Market Highs, Memory Mania & Playing Defense 1/7/25
    Jan 7 2026

    A bearish strategist emerges as the Dow and S&P 500 both hit record highs. Memory chips are on a tear as Nvidia's CEO calls it a "completely underserved market." Plus, defense climbs to an all-time high amid geopolitical tensions.


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    44 m
  • Semis Soar, Fintech's Future & Robotics Race 1/6/26
    Jan 6 2026

    The VanEck Semiconductor ETF hits its third straight all-time high. Why the “death of crypto” was greatly exaggerated. How Google might be undercutting the robotics part of Tesla’s valuation case.


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    43 m
  • Venezuela's Impact, Tech's Biggest Conference & Crypto Climbs 1/5/25
    Jan 5 2026

    Following the U.S. military strike in Venezuela, we break down the effects on stocks, geopolitics and oil prices. AI takes center stage as the Consumer Electronics Show kicks off in Las Vegas. Plus, Goldman Sachs issues a bullish call on a crypto company.


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    44 m
  • Tesla Loses its Crown, Tariff Tailwinds & Dow Dogs 1/2/25
    Jan 2 2026

    A decline in Tesla deliveries allows a rival to become the world's top EV seller. Furniture stocks surge after President Trump delays a tariff hike. Plus, will the Dow stocks with the highest dividend yields continue to outperform in 2026?


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    44 m
  • Final Trading Hours, Biotech's Boom & Buffett's Last Day 12/31/25
    Dec 31 2025

    As 2025 wraps, we break down the year's top market drivers. Biotech deals dominated the sector, will the M&A momentum continue in 2026? Plus, it's the end of an era for Berkshire Hathaway as Warren Buffett steps down.


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    43 m
  • Global Gains, Another AI Acquisition & the Experience Economy 12/30/25
    Dec 30 2025

    International markets are having a strong year, with most beating the S&P 500. Meta buys another AI startup. Plus, consumers turn to experiences over products.


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    43 m
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