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Episodes


"Got to Own" MSFT, GOOGL & AAPL Headwinds, "Can't Bet Against" Elon Musk

"Not Out of the Weeds:" Expect Volatility as Mag 7, A.I. Lead Markets

GOOGL the "Future of This Country," A.I. Flipping Script on Search

The Big 3: AMZN, GOOGL, VOYG

Vermeulen: FOMO Drives SPX Rally, Long-Term Bear Case & Tech "Wild Card"

AMZN Upgrade Signals AWS & Ecommerce Demand, Tariff Uncertainty Lingers

CRWD, PANW & ZS Growth Show Cybersecurity is Here to Stay

TSLA Creates UBER & LYFT Bear Case, Baird Downgrades Banks, EL "Lipstick Indicator"

NKE Leaps Off Earnings Beat Despite Tariffs, GOOGL Upgrade on A.I. Bull Case

SPX Hits All-Time High, Markets "Screaming Risk On"

Core PCE Ticks Higher, U.S. & China Trade Framework Reached

Options Corner: UBER's "Unclear" Future

Disinflation or Stagflation? 3 Things Mish Schneider is Watching

Cybersecurity Adapting to & Adopting A.I. Tech

"Perfect Time" for Protection, Big Trading Day Ahead

The Bullish Case for NVDA, GOOGL & the Bear Case for AAPL

NVDA, IPOs & Mergers Usher Bull Run, Tariffs & Tax Roadblocks Ahead

Crypto Corner: Stablecoins Surge, Crypto-backed Mortgages?

MU Under the Microscope: What to Watch for in Micron's Outlook
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