Ranked #1 podcast on iTunes financial/business.
Frank cuts through the mainstream noise to reveal what’s really moving these markets.
The world's biggest oil companies are draining reserves faster than they're replacing them. That creates a powerful second-order trade: the frontier explorers that Wall Street has largely ignored until now.
Everyone's calling AI a bubble. But a closer look at the numbers shows this boom is still in the early innings—and the biggest winners will come from these five sectors.
Global oil inventories are approaching a critical operating floor just as disruptions hit the Middle East, Russia, and Europe. Here's why the world's supply cushion is getting dangerously thin—and what investors should watch next.
Advanced computing is lowering the cost of discovery… and increasing the value of information companies already own—like seismic surveys, exploration records, and other legacy datasets. Here's what it means for investors.
Tokenization promises to give everyday investors access to private markets. But Wall Street may be using the technology for another purpose: finding new buyers for trillions of dollars in private equity assets it has struggled to sell.
AI demand remains incredibly strong. But as Big Tech's spending overwhelms its free cash flow, more of the buildout is being financed with debt… just as borrowing costs are rising. Here’s what investors need to watch.
The Iran conflict is doing more than pushing oil higher. It's sending ripples through key economic drivers. Here are three under-the-radar trends already taking shape… and what they mean for investors.
Big Tech is preparing to spend more than $1 trillion a year on AI infrastructure. But the power needed to bring those projects online is in short supply. Companies sitting on power capacity could hold a major advantage.
Treasury Secretary Scott Bessent is signaling he won't simply stand by if long-term yields keep climbing. With deficits near $2 trillion and borrowing costs rising, investors may be watching the birth of a new market backstop: the "Treasury put."
Everyone's debating which AI model will ultimately win… But the smarter trade has been hiding in plain sight for two years. No matter who wins the model war, they all need power. And the companies moving that power are already…
Bitcoin miners built their businesses around cheap power and mining rigs. Now, many are realizing their power assets may be worth far more as AI data center infrastructure. Here's why the shift matters—and which names are profiting.
The market is sending wildly conflicting signals, from rising yields to strong earnings and record stock prices. But history suggests investor skepticism can be healthy for the market. Here's why… and what could change the outlook.
Investors obsess over every Fed decision. But the borrowing costs pressuring housing, businesses, and stocks are increasingly tied to long-term rates the Fed doesn't directly control. Here's why the 10-year Treasury may be the market's most important number.
Yet one of the biggest investing problems hasn’t changed: By the time a great investment looks obvious, the largest gains may already be over.
In this free guide, we reveal the biggest edge you can have as an investor. Plus, give you six principles for finding great stocks early.
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