Ranked #1 podcast on iTunes financial/business.

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

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.

Why strong earnings aren’t saving tech stocks

Tech leaders like Alphabet (GOOG) and AMD (AMD) are beating expectations and raising guidance… Yet, their stocks are getting absolutely smoked. Let's look at 3 forces dragging down AI tech trades right now… and where to look instead.

AI

The easy AI hyperscaler trade is over

For most of the past year, AI was treated as a rising tide that would lift all hyperscalers. But that setup is quietly breaking. Let's look at why… and what to look for in the real AI winners.