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On the show
From 14 epsHosts
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Recent episodes
Risks to the Rally, Scoring Berkshire's Abel, and Wyndham's Win 5/4/26
May 4, 2026
Unknown duration
Memory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26
May 1, 2026
44m 12s
Apple's AI Problem, "Save the Shire," and Caterpillar Crushes 4/30/26
Apr 30, 2026
43m 33s
Fed Decision, Memory Momentum, and Mag 7 on Deck 4/29/26
Apr 29, 2026
39m 19s
OpenAI's Viability, UAE to Exit OPEC, and Climbing Consumer Costs 4/28/26
Apr 28, 2026
43m 52s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/4/26 |  Risks to the Rally, Scoring Berkshire's Abel, and Wyndham's Win 5/4/26 | Strong earnings pushing stocks to record highs despite high oil prices, can the rally keep running? Scoring Greg Abel's first time at the helm of Berkshire's Annual Meeting. Plus, the case for Wyndham Hotels & Resorts as a stealth AI beneficiary. | — | ||||||
| 5/1/26 | Memory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26✨ | memory supplytechnology impact+3 | Irving Tan | Western Digital | April | memory supplyIrving Tan+5 | — | 44m 12s | |
| 4/30/26 | Apple's AI Problem, "Save the Shire," and Caterpillar Crushes 4/30/26✨ | AppleAI+4 | — | AppleOppenheimer+1 | — | AppleAI problem+5 | — | 43m 33s | |
| 4/29/26 | Fed Decision, Memory Momentum, and Mag 7 on Deck 4/29/26✨ | Federal Reservestock market+3 | — | SeagateAlphabet+1 | — | Federal ReserveJay Powell+6 | — | 39m 19s | |
| 4/28/26 | OpenAI's Viability, UAE to Exit OPEC, and Climbing Consumer Costs 4/28/26✨ | OpenAIOPEC+4 | Sebastian Mallaby | OpenAIOPEC | UAE | OpenAIOPEC+5 | — | 43m 52s | |
| 4/27/26 | Big Tech on Deck, Musk vs. OpenAI, and Cardiac Drug Breakthroughs 4/27/26✨ | Big Techinvesting+5 | — | Mag 7CNBC | — | Big Techinvesting+5 | — | 44m 12s | |
| 4/24/26 | DOJ Drops Powell Probe, Big Tech on Deck, and Intel's Gain, AMD's...Gain? 4/24/26✨ | DOJ probeFed Chair+4 | — | D.A. DavidsonAMD+1 | — | DOJJerome Powell+7 | — | 43m 51s | |
| 4/23/26 | Debunking Oil Myths, the New Gamestop?, and Saving Spirit 4/23/26✨ | energy crisisoil prices+4 | — | GamestopIEA+3 | world | oil pricesenergy crisis+6 | — | 44m 05s | |
| 4/22/26 | Tech Still Cheap, SpaceX's $60B Deal, and Google's Enterprise Fight 4/22/26✨ | tech stocksAI+4 | — | AI startup Cursorin-house chips+4 | — | tech stocksSpaceX+5 | — | 43m 50s | |
| 4/21/26 | Apple's Turnover, Warsh Gets Grilled, and Airline Indigestion 4/21/26✨ | Apple CEO changeKevin Warsh confirmation hearing+3 | — | AppleAlaska Air | — | AppleKevin Warsh+4 | — | 44m 12s | |
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| 4/20/26 | The Exchange 4/20/26✨ | top storiesinvesting+2 | — | — | — | top storiesinvesting+3 | — | 43m 54s | |
| 4/17/26 | Markets Rally, Airlines Soar, and Oracle Bounces Back 4/17/26✨ | marketsairlines+4 | — | OracleUnited Airlines+2 | Iran | S&PNasdaq+5 | — | 47m 54s | |
| 4/16/26 | Markets' Seismic Shifts, SanDisk's Surge, and 2026's Biggest IPO 4/16/26✨ | market shiftsSanDisk+4 | — | EvercoreSanDisk+1 | U.S. | market shiftsSanDisk+5 | — | 43m 30s | |
| 4/15/26 | Meta's AI Ambitions, JPMorgan's Airline Warning, and the "Ultimate Contrarian Trade" 4/15/26✨ | AI technologyairline earnings+3 | — | MetaBroadcom+2 | — | MetaAI chips+5 | — | 43m 49s | |
| 4/14/26 | Software Earnings Set-Up, Big Banks' Big Issues, and Iran Peace Talks Latest 4/14/26✨ | software earningsbank earnings+5 | — | DA DavidsonG Squared | IsraelLebanon+3 | software earningsbank earnings+6 | — | 44m 01s | |
| 4/13/26 | U.S. Blockade, China's Role in Iran, and Bank Earnings Underway 4/13/26 | Oil prices spike as the blockade of Iranian ports begins. As Trump threatens 50% tariffs on China for a reported arms sale to Iran, The Council on Foreign Relations' Charles Kupchan says the Chinese are enjoying every minute of the conflict as it distracts the U.S. and fractures its relationship with NATO. Plus, Goldman Sachs kicks off bank earnings. | — | ||||||
| 4/10/26 | Washington's AI Warning, Sentiment Slump, and The "Least Ceasefire Ceasefire" 4/10/26 | Washington's warning to banks about Anhropic's new Mythos model. Inflation hits a near two-year high, while consumer sentiment touches a record low. Plus, energy analyst Denton Cinquegrana tells us when energy prizes should normalize if, what he calls, the "least ceasefire ceasefire in the history of ceasefires" holds up. | — | ||||||
| 4/9/26 | Ceasefire Under Pressure, The Fed's Next Move, and Tokenmaxxing 4/9/26 | Former White House energy advisor Bob McNally sees an 85% chance the Iran ceasefire doesn't hold. The Fed's preferred inflation gauge climbed in February, even before oil's spike, does that lock in a rate hike this year? Plus, the internal practice at some big tech firms that could undermine the AI trade. | — | ||||||
| 4/8/26 | Oil Slips, Stocks Rally & a Rate Cut is back in Play 4/8/26 | Stocks rally as the U.S.-Iran ceasefire sends oil prices tumbling, but is the rally real? Plus, a fed rate cut is back on the table. We debate whether it should be. | — | ||||||
| 4/7/26 | Iran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26 | Equities under pressure after President Trump ramped up threats against Iran ahead of his Strait of Hormuz deadline. Crude hits $116 a barrel, but S&P Global's Dan Yergin says the oil market is under-pricing risk. Plus, we go stock picking in the semis sector. | — | ||||||
| 4/2/26 | Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26 | The President’s Iran speech fails to soothe markets. Private credit jitters are back. Plus, where the market pullback is creating opportunities. | — | ||||||
| 4/1/26 | Nike's Nosedive, Tech's Turnaround, and Gold's Gains 4/1/26 | Nike shares get crushed on weaker-than-expected sales outlook amid revenue struggles in China. The Mag 7 rallying for a second day after a rough first quarter, but Benchmark is bullish on name in particular. Plus, with gold on pace for its first positive week in five, Tim Seymour says the rally will continue if one particular condition is met. | — | ||||||
| 3/30/26 | Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26 | WTI crude hits a three-week high after Trump threatens to "obliterate" Iran's energy sources. Chinese manufacturers warn to brace for price hikes due to disruption in the Strait of Hormuz. Plus, KKR agrees to sell cooling systems company CoolIT for $4.75 billion to Ecolab, making 15 times its initial investment. | — | ||||||
| 3/27/26 | Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26 | Mounting inflation concerns could put Trump's pick for Fed Chair in a bind. The company Wells Fargo says is the "best-positioned" name in the AI race. Plus, a rough week for memory stocks but will the dip be short-lived? | — | ||||||
| 3/26/26 | U.S.-Iran Peace Talks, Memory Melt, and a Fed Hike? 3/26/26 | Trump says negotiations have started, Iran denies that talks are taking place, but which one do markets believe? Memory stocks are under pressure after Google unveiled its new AI model, but Morgan Stanley sees underlying resilience in the space. Plus, a Fed hike is back on the table. | — | ||||||
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Chart Positions
15 placements across 14 markets.
Chart Positions
15 placements across 14 markets.