Ranked #1 podcast on iTunes financial/business.

Frank cuts through the mainstream noise to reveal what’s really moving these markets.

Oil price

The soft landing has an oil problem

Oil’s sustained price is a major indicator that few are watching. If crude stays elevated, it could keep inflation sticky, limit the Fed’s flexibility, squeeze corporate margins, and shift market leadership. Here’s how to position your portfolio.

Inflation

Inflation could hit 5% before the midterms

The market has spent months celebrating the death of inflation. It was premature. The CPI is accelerating fast… And if the current trend holds, inflation could exceed 5% by November. Here's what that means for your portfolio right now.

A quiet shift is reshaping the retail market

Levi's (LEVI) just delivered strong results… But there's a bigger story under the surface. LEVI's earnings highlight a shift that's quietly putting pressure on traditional retailers… and creating new opportunities for investors.

Iran War

The Iran War is bigger than oil prices

The escalating Iran conflict is disrupting global energy markets—but the ripple effects extend far beyond oil. From airlines to agriculture, several sectors are already reacting. Here's what investors should know as the situation unfolds.