Épisodes

  • Trump Threatens New Trade War Over Greenland, Netflix Switches to All Cash for WBD Deal
    Jan 20 2026

    Market update for Tuesday, January 20, 2026.

    Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

    Federal Reserve Deep Dive: watch here

    Interview with Bloomberg’s Ashley Carmen: watch here

    In today’s episode:

    • Stocks slide as Trump’s Greenland tariff threat rattles global markets
    • Small caps hit record highs while Big Tech continues to lag
    • Tesla emerges as an early winner as Canada reopens its market to Chinese-made EVs
    • Netflix goes all-cash in its bidding war for Warner Bros
    • Winners and losers from today’s market, including RAPT Therapeutics and 3M
    • The NYSE is exploring 24/7 trading for digital stocks
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    10 min
  • Is Spotify in Trouble? New CEOs Face Double Threat from YouTube and Netflix
    Jan 18 2026

    Ashley Carman, Reporter at Bloomberg, joins The Rundown to break down whether Spotify is entering a more fragile phase under its new co-CEOs. We dig into mounting competitive pressure from YouTube and Netflix, the state of podcast monetization, and whether Spotify still has real pricing power. Carman also explains how AI is quietly reshaping the creator economy—and what it all means for the future of the platform.

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    27 min
  • Deep Dive: A Brief History of the Federal Reserve (And the Threat It Faces Today)
    Jan 17 2026

    The Federal Reserve is one of the most powerful institutions in America, yet most people don’t fully understand how it works or why it matters.

    In this weekend deep dive, Zaid breaks down why the Fed was created, how it evolved into the backbone of the U.S. financial system, and the critical role it has played during the Great Depression, World War II, the 2008 financial crisis, and the COVID-19 pandemic.

    The episode also dives into the escalating clash between President Trump and Fed Chair Jerome Powell, why Trump wants lower interest rates, and why the Fed’s independence is now facing one of its biggest tests in decades.

    From bank runs and inflation to political pressure and market credibility, this episode explains why the future of the Fed could shape the future of the economy.

    If you enjoyed this episode, check out my interview with finance journalist and author of the bestseller book 1929, Andrew Ross Sorkin.


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    15 min
  • Weight Loss Drugmakers Hit with Antitrust Lawsuit, Trump’s Plan Brings Down Energy Stocks
    Jan 16 2026

    Market update for January 16, 2026

    Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

    In Today’s Episode:

    • Zaid quoted in the WSJ: “he just has aura”
    • Eli Lilly and Novo Nordisk hit with antitrust lawsuit
    • Netflix expands its Sony Pictures deal and pushes further into video podcasts
    • Energy stocks slide after the White House unveils a plan to stop power bills from going up
    • Fun fact of the day: Wall Street banks posted a record $134 billion in trading revenue (while still cutting thousands of jobs)
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    10 min
  • TSMC Signals More AI Spending, Tesla Makes Changes to FSD
    Jan 15 2026

    Market update for January 15, 2026


    Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.


    In today’s episode:

    • Investors drop tech and rotate to small caps
    • TSMC delivers blowout quarter and signals even more AI-driven spending in 2026
    • Goldman Sachs and Morgan Stanley post strong earnings as trading and deal activity surge
    • Oil prices slide as geopolitical tensions around Iran ease, pulling energy stocks lower
    • Tesla moves Full Self-Driving to a subscription-only model as it leans harder into software revenue
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    10 min
  • Banks Cash In on Volatility, Boeing Outsells Airbus
    Jan 14 2026

    Market update for January 14, 2026

    Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

    In today’s episode:

    • Gold and Silver rally shows no signs of slowing down
    • Bitcoin breaks out of range
    • Bank of America, Wells Fargo and Citigroup earnings recap
    • Netflix considers an all-cash bid for WBD as Paramount tries to crash the deal
    • Boeing outsells Airbus for the first time since 2018
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    9 min
  • CPI Steady at 2.7%, Nvidia and Eli Lilly Announce $1B Partnership
    Jan 13 2026

    Market update for January 13, 2026

    Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.


    In today’s episode:

    • Google crosses $4 trillion after Apple taps Gemini to power Siri

    • CPI comes in as expected, with inflation holding steady at 2.7%

    • What the latest inflation data means for the Fed and rate cuts

    • JPMorgan kicks off earnings season with a big trading-driven beat

    • Nvidia and Eli Lilly announce a $1B partnership to use AI in drug discovery

    • Market movers: Intel and AMD rally, Delta slides after earnings

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    10 min
  • DOJ Launches Criminal Investigation Against the Fed, Trump Calls for 10% Interest Rate Cap on Credit Cards
    Jan 12 2026

    Market update for January 12, 2026

    Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and instant reactions.

    • DOJ opens criminal investigation against Federal Reserve

    • Walmart agrees to AI shopping deal with Google

    • Trump proposes 10% interest rate cap on credit cards

    • Allegiant acquires Sun County Airlines for $1.5B

    • Abercrombie cuts Q4 outlook after holiday season

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    9 min