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From 16 epsHosts
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Recent episodes
What is the NACHO trade?
May 5, 2026
7m 59s
The week ahead: Fed fight
May 3, 2026
8m 17s
Week in Review: OPEC minus one
May 2, 2026
8m 09s
Yen jolt
May 1, 2026
8m 31s
Powell era ends, hawks rise
Apr 30, 2026
8m 19s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/5/26 |  What is the NACHO trade? | Oil holds above $110 a barrel as fighting in the Gulf intensifies, with Iranian forces striking a UAE oil installation and small boats exchanging fire with U.S. forces near the Strait of Hormuz. Meanwhile, a sharp upgrade to U.S. earnings forecasts and soaring AI spending projections keep equity investors from heading for the exits. Today’s recommended read: Forget 3% US inflation. It's heading for 4%, Jamie McGeever Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Read more from Amanda Cooper and Anna Szymanski Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. Learn more about your ad choices. Visit megaphone.fm/adchoices | 7m 59s | ||||||
| 5/3/26 |  The week ahead: Fed fight✨ | Federal Reserveemployment report+3 | — | ReutersThomson Reuters+1 | — | Federal ReserveKevin Warsh+5 | — | 8m 17s | |
| 5/2/26 |  Week in Review: OPEC minus one✨ | OPECFederal Reserve+4 | — | OPECBank of England+3 | UAE | OPECUAE+5 | — | 8m 09s | |
| 5/1/26 |  Yen jolt✨ | Japanese marketsyen+4 | — | ReutersApple+1 | UAEJapan | yenJapanese markets+6 | — | 8m 31s | |
| 4/30/26 |  Powell era ends, hawks rise✨ | Federal ReserveU.S. inflation+5 | — | AlphabetMeta+2 | — | Jerome PowellDonald Trump+7 | — | 8m 19s | |
| 4/29/26 |  OPEC fractures✨ | OPECFederal Reserve+4 | — | OPECFederal Reserve+7 | — | OPECJerome Powell+8 | — | 8m 18s | |
| 4/28/26 |  Yen and bear it✨ | Japan's economyBOJ rate decision+5 | — | yenOil+4 | Japan | BOJyen+6 | — | 8m 13s | |
| 4/27/26 |  The Powell hour✨ | Federal Reservegeopolitical tension+4 | — | OPECReuters | — | Jerome PowellFederal Reserve+5 | — | 8m 17s | |
| 4/26/26 |  Week Ahead: The Fed is watching inflation✨ | inflationcentral banks+3 | — | Reuters | — | inflationcentral banks+3 | — | 8m 44s | |
| 4/25/26 |  Week in Review: Talking about Kevin✨ | Federal ReserveIPO+4 | — | SpaceXDeepSeek+1 | China | Kevin WarshFederal Reserve+5 | — | 6m 58s | |
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| 4/24/26 |  Stocks over shocks✨ | oil pricesstock market+4 | — | IntelReuters+1 | — | oil pricesstocks+5 | — | 7m 00s | |
| 4/23/26 |  Tech, against the odds✨ | tech optimismoil prices+3 | — | TeslaReuters | — | techoil prices+3 | — | 7m 10s | |
| 4/22/26 |  Oil shrugs✨ | oil tradingU.S. politics+4 | — | TeslaReuters+1 | — | oilTrump+6 | — | 7m 22s | |
| 4/21/26 |  Another bite at the Apple✨ | AItech stocks+4 | — | AppleReuters+1 | — | marketsAI wave+6 | — | 8m 02s | |
| 4/20/26 |  Strait talk✨ | shippingoil prices+4 | — | Reuters | — | Strait of Hormuzoil prices+6 | — | 7m 52s | |
| 4/19/26 |  Week Ahead: Back to business✨ | Wall StreetFederal Reserve+3 | — | Reuters | — | Wall StreetFederal Reserve+3 | — | 7m 50s | |
| 4/18/26 |  Week in Review: Strait expectations✨ | oil marketbank earnings+3 | — | ReutersThomson Reuters | Strait of HormuzIran+2 | oilIran+5 | — | 7m 08s | |
| 4/17/26 |  Markets fly high, airlines not so much | Stocks are rallying on hopes of an end to the Iran war but European airlines are cancelling flights as the energy crunch deepens. Plus, Netflix founder Reed Hastings is stepping down. Today’s recommended read: China is coming back – and the timing couldn’t be better, by Stephen Jen Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices | 6m 34s | ||||||
| 4/16/26 |  China's surprise | China’s economy beats expectations and TSMC delivers another blockbuster quarter. Plus, attention swings back to Washington, where President Donald Trump renews his feud with Fed Chair Jerome Powell, just as his nominee for chair, Kevin Warsh, prepares to face Congress next week. Today’s recommended read: In the world of war and rivalry, tech is the victor, by Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices | 8m 21s | ||||||
| 4/15/26 |  Wall Street bets the war is over | The U.S. blockade on Iranian portsis still in force, but the S&P 500 is back flirting with record highs. Plus, Fed chair nominee Kevin Warsh heads to Congress next week — with just a month to get confirmed before Jerome Powell steps down. Today’s recommended read: Back to square one? Markets bet Iran war is over, by Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices | 7m 47s | ||||||
| 4/14/26 |  Markets tune out the noise | Wall Street rebounds to pre-war levels as markets shift focus to earnings. Goldman Sachs delivers standout results, though its stock slips. Meanwhile, the IMF prepares fresh economic forecasts as oil shocks and slowing trade complicate the global outlook. Today’s recommended read: Orban's fall clears another roadblock for European markets by Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices | 7m 47s | ||||||
| 4/13/26 |  Blockade and a hard place? | Oil markets react as the U.S. says it will blockade the Strait of Hormuz following collapsed Iran talks, and U.S. President Donald Trump warns Americans to expect prolonged high fuel prices. And Europe sees a political shift after Hungary’s Viktor Orban is defeated at the polls. Today’s recommended read: Trump returns to weary and failing playbook with Hormuz blockade threat by Clyde Russell Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices | 7m 42s | ||||||
| 4/12/26 |  Week ahead: Markets look for reassurance | Hungary votes today, in what could be the country’s most consequential election in years. This week’s bank earnings kick off with expectations still high, but investors will be listening closely for how Wall Street talks about geopolitical risk and private credit. Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest. Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices | 7m 21s | ||||||
| 4/11/26 |  Week in Review: Whither the ceasefire | Markets rallied after a US–Iran ceasefire announcement. But with shipping still stalled in the Gulf, oil infrastructure damaged, and fuel costs rising, the economic fallout is already being felt. Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest. Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices | 7m 16s | ||||||
| 4/10/26 |  Oil markets remain tense despite a ceasefire | Gas prices are climbing, crude is hitting records, and the latest data could show the biggest inflation jump in years. We explain how energy shocks ripple through the economy — and why the Fed’s “transitory” hopes are looking shaky again. Today’s recommended read: Ceasefire uncorks market relief, but outlook remains sobering, by Jamie McGeever Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest. Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices | 7m 34s | ||||||
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Chart Positions
26 placements across 20 markets.
Chart Positions
26 placements across 20 markets.