We are going to spend some time on NVDA and Jensen’s problem
Remember, biggest moves happen in BEAR markets
CPI hits hot again – now they are talking about
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Podcast: Play in new window | Download (Duration: 1:05:24 — 60.2MB)
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The Biggest Story of the year – The McRib lawsuit.
Next of course we have to discuss the election.
For good measure let’ dive into the AI and Semi meltdown
A couple of important announcementsas well.
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:04:04 — 59.0MB)
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AI leaves the building.
Five days at the podium – that is it?
Tesla finally takes flight…
$500 toothbrush can’t handle water.
LESSON – DO NOT MIX YOUR POLITICS WITH MARKETS
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:04:02 — 58.9MB)
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Andrew had the flu. Markets had their own fever.
Earnings ahead. Credit cracking. Have yields peaked?
Oil’s shipping bill explodes. Gold standard chatter returns.
Be nice to your AI. It may bite back.
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:05:24 — 60.2MB)
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Howie Mandel Negotiations with Iran….Deal or No Deal?
Robot Soldiers – new and exciting.
30-Year Bond Mayhem and gullible markets.
So much economic news coming up – let’s dig in.
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:00:47 — 56.0MB)
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Maybe people are just unhappy – says Goldman.
Counterfactualzzzz – that is why bonds are still up.
Are we getting $5,000?
Bitcoin is running again.
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:06:14 — 61.0MB)
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It’s the end of the world and we know it…
CPI numbers – HOT – Markets think hit a top – or just options Friday?
Sell Rosh Hashana and Buy Yom Kippur?
Plenty of AI
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Podcast: Play in new window | Download (Duration: 1:02:39 — 57.7MB)
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I am the House! Bessent on Yen and other matters (he has inside information).
Straight of Hormuz – There is no movement people.
CPI coming Friday – many say ultimate Fed test.
Gen-Z Dumps the bubbles.
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:06:56 — 61.4MB)
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September – here we are and the volatility starts.
Bear Invasions – is this something we should pay attention to?
Target is in the hotseat, Good-Good too.
Bombing Iran again.
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:04:13 — 59.1MB)
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Things are getting weird – looks like someone is panicking.
The Dumber side of finance – let’s dig in.
A big week ahead – major earnings could move markets.
– Gold, Bitcoin moving on a lower USD.
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:04:08 — 59.0MB)
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