This could be an ugly earnings season

Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more.

The race to build an escape route around Hormuz

Iraq is studying a new western oil corridor that would bypass the Strait of Hormuz and deliver crude directly to the Mediterranean. The project remains years away—but it reveals where billions in energy infrastructure investment could flow next.

Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

Latest episodes
Ep. 1372

How DigiPower X’s $1B Cerebras deal is powering execution

DigiPower X (DGXX) CEO Michel Amar breaks down the company's milestone contract with Cerebras (CBRS)… its AI stack roadmap, from real estate to GPU-as-a-service… key catalysts through 2026… and why DigiPower X is in a league of its own.

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Ep. 1373

This could be an ugly earnings season

Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more.

WATCH NOW
Ep. 1370

How much longer can this bull market last?

Meb Faber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market… and how much longer it can last. Plus, why U.S. investors should look abroad.

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Ep. 1369

The markets are poised for a painful July

What the end of the ceasefire means for oil prices—and stocks—through the summer. Plus, the release of the Fed minutes should shake the market… Can Q2 earnings meet Wall Street's huge expectations? … And Saylor is backtracking on Bitcoin.

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How much longer can this bull market last?

Meb Faber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market… and how much longer it can last. Plus, why U.S. investors should look abroad.

The markets are poised for a painful July

What the end of the ceasefire means for oil prices—and stocks—through the summer. Plus, the release of the Fed minutes should shake the market… Can Q2 earnings meet Wall Street's huge expectations? … And Saylor is backtracking on Bitcoin.

The Trump trade just became impossible to ignore

President Trump's investment accounts bought hundreds of stocks… the day before his tariff pause sent the market soaring. The bigger lesson goes beyond politics; it's about how politics move markets. Here's what investors should watch next.

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Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

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