エピソード

  • Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26

    Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26
    2026/10/16

    Tesla debuts its long-awaited Roadster; it flies, it drives upside down—but is it commercially viable? Memory stocks capture much of the attention when it comes to investing in Korea, but Verdad’s Dan Rasmussen is finding bargains beyond the chips. Plus, the trades on Netflix, Meta, and SpaceX ahead of next week’s results.


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    44 分
  • Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26

    Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26
    2026/10/15

    The AI trade is getting shellacked with a surprisingly positive twist; it’s lowering bond yields. We look at what that tells us about inflation, the economy, and the future of rate hikes.

    Plus, Nebraska AG Mike Hilgers on the decision to sue OpenAI.


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    44 分
  • the Exchange 10/13/26

    the Exchange 10/13/26
    2026/10/13

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.


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    44 分
  • The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26

    The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26
    2026/10/12

    On the fourth anniversary of the bull market, Bespoke’s Paul Hickey digs into the historical data for what comes next. Oil prices back on the rise after Houthis attack Saudi Arabia and President Trump tries to broker an “energy ceasefire” between Russia and Ukraine. Plus, Walter Isaacson on what AI regulation should look like.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    43 分
  • SpaceX’s Starlink Push, The Real Price of Oil, and the NBA’s Big Bet 10/9/26

    SpaceX’s Starlink Push, The Real Price of Oil, and the NBA’s Big Bet 10/9/26
    2026/10/09

    The beaten down names that could benefit from SpaceX’s push deeper into the US telecom market. Energy Aspects’ Amrita Sen on how much oil actually costs. Plus, we’re live from Macao as the NBA heads overseas for a second year in a row.


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    43 分
  • Oil Spike, The Technical Take, and Oppormunities 10/8/26

    Oil Spike, The Technical Take, and Oppormunities 10/8/26
    2026/10/08

    Oil prices higher, despite President Trump asserting the U.S. will not attack Iran again before the midterms. Technician Katie Stockton sees new highs ahead for Nvidia. Plus, the tax-free bonds to buy as Treasurys sit near multi-decade-highs.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    46 分
  • Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26

    Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26
    2026/10/07

    The Vice Chairman of Ariel Investments says investors are being adequately paid to hold bonds for the first time in seven years. Can policymakers fix the frozen housing market? Plus, two AI-related names to buy outside the tech sector, as the Nasdaq retreats from record highs.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    44 分