Ranked #1 podcast on iTunes financial/business.

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

AI Supercycle Capex

We’re at the start of an AI ‘supercycle’

Cisco's (CSCO) earnings show AI is in a new "supercycle." Plus, Cerebras (CBRS) is cheap, even at 100x sales… The real estate market is scary right now… Gamestop's (GME) bid for eBay (EBAY)... And a trade on surging stablecoin adoption.