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  • OpenAI's Make or Break Year, Intel Interrupted, and Blizzard Bracing 1/23/26
    Jan 23 2026

    Will OpenAI be able to cover its cashburn or will it continue to fall behind Google's Gemini? Intel's momentum hits a wall after weak guidance sends shares tumbling. Plus, millions of Americans brace for a massive winter storm.


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    44 Min.
  • Memory Momentum, Tech Trade Fade, and Lowe's' "Influencer" Era 1/22/26
    Jan 22 2026

    Memory chips are in a super-cycle while the Mag 7 slows down. Will the AI race hit a wall or keep competitors cutthroat? Plus, Lowes's' new strategy to win over Gen Z shoppers.


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    43 Min.
  • No Force for Greenland, The First Fed Fight, and the Housing Investor Ban 1/21/26
    Jan 21 2026

    President Trump reiterates his pursuit for Greenland, but rules out using military force. Justice Kavanaugh advocates for Fed independence as the justices question the legality of Fed Governor Lisa Cook's firing. Plus, what the new housing investor ban means for real estate prices.


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    43 Min.
  • Slumping Stocks and Surging Yields, the Greenland Case, and Trump's Tariff Threats 1/20/26
    Jan 20 2026

    Stocks tumble as trade war fears reignite, could that be a buying opportunity? Does America still have bargaining power when it comes to Greenland? Plus, how Europe could respond to Trump's tariff threats


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    51 Min.
  • Hesitation over Hassett, the Billionaire Tax Battle, and a Power Auction 1/16/26
    Jan 16 2026

    President Donald Trump wants to keep National Economic Council Director Kevin Hassett in his current position, shaking up the race for the Federal Reserve chair. A new provision of the Billionaire Tax could penalize tech founders. Plus, the White House's push for tech giants to fund new power plants.


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    43 Min.
  • In Chips We Trust…Again, Crypto Regulation Roadblock, and Fed Independence & Inflation 1/15/26
    Jan 15 2026

    Wells Fargo upgrades AI and memory chips. A key crypto bill loses industry support. Plus, why upending Fed independence could spur inflation.


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    44 Min.
  • No Rate Cuts This Year, The Crude Conundrum, and Housing Catalysts 1/14/26
    Jan 14 2026

    JPMorgan’s Chief US Economist makes the case for the Fed to hold interest rates steady in 2026. With oil prices climbing amid Iran tensions, Citi calls this crude’s “show me moment.” Plus, why real estate is shifting from “frozen to functional,” according to ‘Owning Manhattan’’s Ryan Serhant.


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    44 Min.
  • A Shadow Fed, A Cap Contrarian Call, and Chips & Caso 1/13/26
    Jan 13 2026

    The Department of Justice’s probe into Fed Chair Powell could create a “shadow Fed” and backfire against the Trump administration’s goals of lower interest rates, according to Strategas. Why a limit on credit card interest rates could boost names like Visa and Mastercard. Plus, chips analyst Chris Caso’s favorite AI idea in 2026.


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    43 Min.