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Podcast: On The Markets
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Podcast: The Fed Holds. AI Does Not.
Fireworks in July typically happen on the 4th, but the market waited until the end of the month to let loose a "big finale". Significant drawdowns in AI-related verticals, stability concerns in...
Podcast: When Good News Isn't Enough
Inflation numbers show a significant decline, but the market couldn't have cared less this week. Spiking oil amid new mid-east turmoil lead the narrative this week, outshining inflation or easing...
Podcast: Are Market Cracks Starting To Show?
A chip pullback? A "double bottom" fail? Are they just flipping a coin in the Strait of Hormuz? Is the market starting to show signs of AI fatigue? Or is this all just dog days of summer low trade...
Podcast: New Market, Same Humans
Despite ongoing conflict in the Middle East, the market's narratives and volume this week definitely had a "summer break" feeling. Daren and Chris take a deep dive on how human behavior remains a...
Podcast: Is AI Falling Back To Earth?
SpaceX debuted at $150, surged to $232 in four days on a wave of AI excitement, then lost 34% of its value in a single week. It was the most hyped, most AI-adjacent IPO of 2026 — and when it turned, t
Podcast: Same Rate, New Fed
The Federal Reserve just held interest rates steady — but for the first time in years, the bigger story isn't the number, it's the man behind the decision. Kevin Warsh walked into his first FOMC...
Podcast: This Week the Market Ran on Oil and Inflation
This week oil prices whipsawed on Iran headlines while a hot inflation print kept the Fed boxed in, and together they drove the narrative in the market. Is the war actually over...again? How would...
Podcast: What Is The Dot Plot?
The Fed may soon scrap a tool called the dot plot...and most people have never even heard of it. But it has quietly shaped every mortgage rate, bond yield, and retirement projection in the last...
Podcast: Stock Market/Economic Disconnect
In the month of May 2026, The Dow hit a record high on the exact same day consumer sentiment hit an all-time low — and that disconnect is telling us something important. Wall Street is celebrating...