エピソード

  • The Bank of Nvidia, Metal Momentum and Freight's State 10/8/25
    2025/10/08

    Nvidia lending billions to OpenAI, xAI and CoreWeave...is the company now propping up demand for its own products? The trade on precious metals as gold and silver both hit new highs. Plus, the state of freight is not that great.


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    44 分
  • The AI Economy, Shutdown hits Housing & Potential Earnings Winners 10/7/25
    2025/10/07

    Box CEO Aaron Levie on partnering with OpenAI. Real estate gets hit by the government shutdown. Plus, three non-AI names that could pop on earnings.


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    44 分
  • AMD's OpenAI partnership, Gold's Record Year, and Trump's Affordability Fix 10/6/25
    2025/10/06

    AMD surges as OpenAI enters another multi-billion dollar partnership, but one venture capitalist is watching for red flags. A technical check on gold as it hits its 42nd record high this year. Plus, can Fannie and Freddie help lower home prices?


    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
  • Data Dearth, Gambling Lows and Tariff-Proof Taylor 10/3/25
    2025/10/03

    With the jobs number delayed due to the government shutdown, we dig into alternative data for a read on the economy. Increased competition weighs on betting stocks. Plus, why the newest showgirl is duty-free.


    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
  • Chips Rally, Credit Score Changes and Battle of the Bots 10/2/25
    2025/10/02

    Semis continue to rally as Nvidia hits an all-time high. FICO shakes up the credit score market. Plus, Jeffries puts three AI chat bots to the test.


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    44 分
  • The Shutdown's Impact on Your Money 10/1/25
    2025/10/01

    We break down how the government shutdown could impact everything from the IPO pipeline to home sales. Plus, the important difference between 2013 and 2018 when it comes to returns.


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    43 分
  • Coal Revival, Discounted Medications and AI in Banking 9/30/25
    2025/09/30

    U.S. Secretary of Energy Chris Wright talks coal and nuclear power. Pfizer strikes a deal with the White House to lower drug prices. Plus, an exclusive look into JPMorgan's big AI plans.


    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
  • Tesla Rallies, EA Goes Private and Government Shutdown Looms 9/29/25
    2025/09/29

    Tesla hits a 10-month high, EA will be taken private in a $55B deal, and how a government shutdown could impact your money.


    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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    41 分