Épisodes

  • The Health of Health Insurers, 'Dumb Money' Durability, and Altman's Tech Job Warning 1/27/26
    Jan 27 2026

    Health insurers face pressure after a new Medicare proposal. How meme traders have changed investing, five years after the GameStop mania. Plus, is OpenAI's hiring slowdown a canary in the tech jobs coalmine?


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    40 min
  • Metals on the Move, Tech on Deck and Another Government Shutdown? 1/26/26
    Jan 26 2026

    Gold and silver hit record highs, yet again, as the dollar hits a four-month low. The Mag 7 name Clockwise Capital says is the best-positioned to pivot on spending. Plus, how the recent events in Minneapolis could result in a government shutdown.


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    44 min
  • OpenAI's Make or Break Year, Intel Interrupted, and Blizzard Bracing 1/23/26
    Jan 23 2026

    Will OpenAI be able to cover its cashburn or will it continue to fall behind Google's Gemini? Intel's momentum hits a wall after weak guidance sends shares tumbling. Plus, millions of Americans brace for a massive winter storm.


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    44 min
  • Memory Momentum, Tech Trade Fade, and Lowe's' "Influencer" Era 1/22/26
    Jan 22 2026

    Memory chips are in a super-cycle while the Mag 7 slows down. Will the AI race hit a wall or keep competitors cutthroat? Plus, Lowes's' new strategy to win over Gen Z shoppers.


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    43 min
  • No Force for Greenland, The First Fed Fight, and the Housing Investor Ban 1/21/26
    Jan 21 2026

    President Trump reiterates his pursuit for Greenland, but rules out using military force. Justice Kavanaugh advocates for Fed independence as the justices question the legality of Fed Governor Lisa Cook's firing. Plus, what the new housing investor ban means for real estate prices.


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    43 min
  • Slumping Stocks and Surging Yields, the Greenland Case, and Trump's Tariff Threats 1/20/26
    Jan 20 2026

    Stocks tumble as trade war fears reignite, could that be a buying opportunity? Does America still have bargaining power when it comes to Greenland? Plus, how Europe could respond to Trump's tariff threats


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    51 min
  • Hesitation over Hassett, the Billionaire Tax Battle, and a Power Auction 1/16/26
    Jan 16 2026

    President Donald Trump wants to keep National Economic Council Director Kevin Hassett in his current position, shaking up the race for the Federal Reserve chair. A new provision of the Billionaire Tax could penalize tech founders. Plus, the White House's push for tech giants to fund new power plants.


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    43 min
  • In Chips We Trust…Again, Crypto Regulation Roadblock, and Fed Independence & Inflation 1/15/26
    Jan 15 2026

    Wells Fargo upgrades AI and memory chips. A key crypto bill loses industry support. Plus, why upending Fed independence could spur inflation.


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    44 min