Episodes
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The Four Horsemen of the AI Apocalypse with Ed Zitron
The current AI industry boom is driven by speculative investment, massive capital expenditure, and hype, with little regard for actual profitability or demand.
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Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight
Stock market valuations are driven primarily by expectations of future growth rather than current fundamentals, especially in tech sectors like AI and semiconductors.
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Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas
Long-term Treasury yields have recently surged due to rising real interest rates, not inflation expectations, which remain stable.
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How to Play the Money Game with Michael Santoli
Markets have demonstrated remarkable resilience, often defying macroeconomic headwinds due to technical factors, rotation strategies, and investor psychology.
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Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness
The rise in long-term bond yields globally is driven by debt issuance, political instability, and fiscal concerns, but the rates are still within normal ranges, and the market remains fundamentally supported.
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It's a bull market and nobody drinks anymore.
The ETF industry is experiencing record-breaking growth, with over 900 new funds launched this year, fueled by lower costs and innovative product ideas.
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Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
Identifying tradable lows involves watching for volume spikes, higher lows, and retests at key technical levels.
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Is IMAX a Screaming Buy? With Rich Gelfond
IMAX plays a crucial role in the success of blockbuster movies, often capturing a significant share of opening weekend revenues.
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The Man Who Called the Roaring 2020s with Ed Yardeni
Ed Yardeni is optimistic about the 2020s, viewing it as a 'Roaring 2020s' driven by technological innovation, especially AI.
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Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call
The market has experienced a significant rally following a period of correction, driven by broad earnings beats and sector rotation.
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Why Demand for Compute Is About to Explode With Alex Kantrowitz
AI's growth is accelerating at an extraordinary pace, with user engagement, revenue, and technological capabilities rapidly expanding.
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AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal
Markets are highly resilient despite sector declines, supported by defensive and industrial stocks.
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How Ron Baron Became the Greatest Fund Manager of All Time
Building a successful long-term investment portfolio requires deep understanding of businesses, patience, and conviction in visionary founders like Elon Musk.
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Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally
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You’re About to See the Real AI Winners Stand Up
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IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street
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The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Stocks Might Underperform Going Forward With Datatrek’s Nick Colas and Jessica Rabe
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The Real Ticking Time Bomb with Michael Cembalest
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Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI?
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Brian Belski Returns!
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