A new ceasefire and 60-day extension!
PCE numbers are out – somehow inflation cooling.
More government handouts – stocks rally in the news.
This week’s guest: Wesley Gray – Founder, Alpha Architect.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Wes Gray – After serving as a Captain in the United...
NVDA earning are out.
SpaceX IPO excitement is growing.
Key interest rates driving higher.
And we are talking crypto – with our Guest – Pat Camuso…CPA and Crytpo tax expert.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm...
Inflation sticky like old pine sap…
Another round of China meetings.
Universal Basic Income –hints and whispers.
And our guest – Ed Easterling, Founder and President of Crestmont Research
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research...
Blowout numbers from Semis – tech is on fire!
The war is kinda over – but nothing has changes.
A deep dive into AI and employment trends – is your job at risk.
And our special guest today – author of How to Get Rich in American History – Joseph S. Moore, PhD.
NEW!...
Incompetent individuals cannot recognize their own deficiencies because they lack the very expertise needed to do so. Dunning-Kruger lives on…
So many people confidently discussing a subject they know little about, while dismissing experts.
The big boys have reported !
Powell’s Last speech – and a divided Fed.
Inflation – via the PCE...
War is on or off – can’t keep track
But, nothing has changed with the flow of oil
What is the story that markets really telling us ?
And our guest, Howard Lindzon, Founder of Social Leverage.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Howard Lindzon has over 20 years of experience...
10-10-10: 10% Down, then 10% all and 10 days to fixed all that was broken.
Key Reversal Indicator breaches an important level.
Employment, Inflation and eco still looking good.
Our guest this week that will discuss all of this and More is Tom Nelson ,SVP and head of Asset allocation at Franklin Templeton.
NEW!...
We kind of have a ceasefire – depends on who you ask.
The Fed still thinking of a rate cut this year.
Best day for the markets since …..April 2025 – Worst day for Oil in 6 years – Governments heavy hand…
We are talking Stock Market Maestros with our guest – Clare...
Sitting on hands – maybe a good idea right now.
Confidence vs. courage in your investment process.
A look at Q1 markets and economics.
Thomas Thornton, Hedge Fund Telemetry is this week’s guest.
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with...
A one sided peace plan? Let’s hope not…
Inflation estimates in the 5% range and climbing.
Private markets, credit and the same story all over again.
And our guest, Howard Lindzon, Founder of Social Leverage – not coming due to a garage door mishap?
Learn More at http://www.ibkr.com/funds
Follow @andrewhorowitz
Read More
PPI just exploded higher.
Florida Freeze about to hit our wallets.
The Fed is on hold but not happy.
And the War carry’s on…
Our guest this week – David Gaffen, Breaking News editor at Reuters.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
David Gaffen is the U.S. breaking news companies editor at...
Oil’s Big move – one for the record books.
Markets in a slight panic – not too worse for ware.
Inflation numbers are out – but does anyone care?
And our special guest is Thomas Peterffy – Chairman and Founder of Interactive Brokers.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Thomas Peterffy...
