This episode of the Unusual Whales Pod was recorded Live on September 16th, 2026. Our host Nicholas and our panelists discuss the state of the US economy, consumer demand, inflation, energy crisis, AI and much more while the Fed hikes rates 25 basis points for the first time in three years.

Panel:

Joseph Wang https://twitter.com/FedGuy12

Jonny Matthews https://x.com/super_macro

Steve Hou https://x.com/stevehou

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

Unusual Whales: https://twitter.com/unusual_whales

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

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**

Disclaimer:

Any content referenced in the video or on Unusual Whales are not intended to provide legal, tax, investment or insurance advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. Nothing on Unusual Whales should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by Unusual Whales or any third party. Certain investment planning tools available on Unusual Whales may provide general investment education based on your input.

In this episode, we’re digging into tungsten, a metal that sits underneath everything from cutting tools and semiconductors to aerospace and defense.

China produces roughly 80% of the world’s mined tungsten, has tightened export controls, and the U.S. has not commercially mined it since 2015. Japan is already showing what happens when Chinese supply gets squeezed, while new U.S. defense restrictions take effect in 2027.

So we’re going to break down why tungsten matters, how the export controls work, and whether the West is facing a temporary shortage or a much bigger supply-chain reset.

Sponsored by Blue Moon Metals

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

Unusual Whales: https://twitter.com/unusual_whales

Panelists

Christian Kargl-Simard: https://x.com/AdventusCEO

Craig Bradshaw: https://x.com/EQResourcesASX

Teo Sinamin: https://x.com/Teo_Sinamin

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

Unusual Whales

Unusual Social Media:

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TikTok: https://www.tiktok.com/@unusual_whales

Twitter: https://twitter.com/unusual_whales

YouTube: https://www.youtube.com/unusualwhales/

Merch: https://unusual-whales.creator-spring.com/

**

Disclaimer:

Any content referenced in the video or on Unusual Whales are not intended to provide legal, tax, investment or insurance advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority.

This conversation is sponsored by Tema ETFs. We’re joined by Yuri Khodjamirian, CIO of Tema, to talk about a space economy that is starting to look a lot more investable than it did even a few years ago. Launch costs have collapsed, Starlink helped prove the commercial case, governments are treating space as strategic infrastructure, and funds like Tema’s $NASA are now trying to bring that opportunity into public markets.

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

Unusual Whales: https://twitter.com/unusual_whales

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

Unusual Social Media:

Discord: https://discord.com/invite/unusualwhales

Facebook: https://www.facebook.com/unusualwhales

Instagram: https://www.instagram.com/unusualwhales/

Reddit: https://old.reddit.com/r/unusual_whales/

TikTok: https://www.tiktok.com/@unusual_whales

Twitter: https://twitter.com/unusual_whales

YouTube: https://www.youtube.com/unusualwhales/

Merch: https://unusual-whales.creator-spring.com/

**

Disclaimer:

Any content referenced in the video or on Unusual Whales are not intended to provide legal, tax, investment or insurance advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority.

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