Episodes
7,625 episodes decoded, newest first.
Stock Movers
Asian banks rally as rates and shipping disruption reshape markets
The episode connects higher-rate expectations, AI-led regional growth, consumer weakness and Middle East disruption to divergent Asian stock performance.
Sep 3, 2026 · 6 min
Odd Lots
Treasury supply tests the bond market’s capacity
Rising yields reflect not only inflation and fiscal concerns but also whether dealers and markets can absorb unprecedented government borrowing.
Sep 3, 2026 · 45 min
Prof G Markets
Bond yields challenge markets as OpenAI faces mounting scrutiny
The episode connects higher borrowing costs and fiscal strain with the economic pressures facing companies, households, and AI labs.
Sep 3, 2026 · 40 min
Stock Movers
Crest Nicholson warns of losses as Soitec raises outlook
The episode captures how weak housing demand, semiconductor momentum, and activist pressure are reshaping the day’s European market signals.
Sep 3, 2026 · 6 min
Stock Movers
Activist pressure tests Europe’s telecom and insurance stocks
The episode shows how investor demands, earnings quality, and regional growth signals can move shares in different directions.
Sep 3, 2026 · 6 min
Stock Movers
Snowflake surges as investors punish lofty expectations
The episode shows how earnings reactions depend not only on results, but on whether forecasts and growth narratives clear elevated investor expectations.
Sep 3, 2026 · 6 min
Stock Movers
AI bets reshape markets and cities
The episode connects corporate AI expansion with the harder question of how fast-growing cities can plan infrastructure for an uncertain future.
Sep 3, 2026 · 5 min
Stock Movers
Snowflake gains while HPE and Ultragenyx expose market fault lines
The episode shows how investor reactions can diverge sharply when growth, supply constraints, and clinical risk collide.
Sep 3, 2026 · 5 min
Stock Movers
Nvidia expands beyond chips as Broadcom and Campbell’s stumble
The episode contrasts Nvidia’s software-driven AI expansion with investor skepticism toward Broadcom and Campbell’s struggle to revive demand while cutting costs.
Sep 3, 2026 · 7 min
Stock Movers
AI lifts Snowflake as food companies confront a harsher market
The episode contrasts software demand powered by AI with food companies facing supply constraints, changing consumers, inflation, and weaker forecasts.
Sep 3, 2026 · 6 min
Motley Fool Hidden Gems Investing
Data center backlash tests AI infrastructure stocks
The episode connects local resistance and physical constraints around data centers to the growth assumptions embedded in several AI infrastructure investments.
Sep 3, 2026 · 28 min
Stock Movers
Lululemon cuts outlook as DocuSign raises its forecast
The episode contrasts weakening consumer demand and AI uncertainty with software resilience, then widens the lens to technology-driven urban growth in Dubai.
Sep 3, 2026 · 5 min
Equity Mates Investing Podcast
AI spending strains markets as growth investors rethink risk
The episode connects AI infrastructure’s uncertain economics with a disciplined investing framework built to capture growth while limiting drawdowns.
Sep 3, 2026 · 49 min
Bloomberg Daybreak Weekend
Iran conflict puts Hormuz and diesel markets on edge
The episode connects an uncertain military confrontation with vulnerabilities in energy flows, regional security, trade relations, and technology markets.
Sep 3, 2026 · 22 min
Friday Night Economic Review
Privacy advocates warn surveillance is becoming everyday infrastructure
The conversation examines how data collection, algorithmic manipulation, and digital identification could shift power from individuals toward centralized institutions.
Sep 3, 2026 · 1h 2m
The Ramsey Show
Ramsey hosts argue intentional choices beat financial improvisation
The callers’ dilemmas show how debt, career risk, housing, and family decisions compound when short-term impulses replace a shared plan.
Sep 3, 2026 · 2h 8m
Stock Take
Four results test the value of quality and growth
The panel shows how investors can distinguish genuine operating improvement and durable economics from optimism already reflected in a share price.
Sep 3, 2026 · 45 min
Stock Movers
Rising yields pressure tech and gold as Chinese banks gain favor
The episode shows how bond yields, currency strength and income-seeking are reshaping investor preferences across Asian markets.
Sep 2, 2026 · 6 min
Prof G Markets
Iran conflict tests markets as Big Tech faces tougher scrutiny
The episode connects a potentially prolonged Iran conflict to inflation and rates, then examines whether landmark tech cases could reset antitrust enforcement.
Sep 2, 2026 · 34 min
Stock Movers
Ryanair trims forecasts as oil pressures airlines
The episode connects company-specific market moves with the wider pressures that energy costs, corporate leadership and urban growth place on businesses.
Sep 2, 2026 · 7 min
Stock Movers
European stocks move on deals, leadership and private equity interest
The episode connects company-specific catalysts with the broader strategic pressures shaping European markets and urban infrastructure.
Sep 2, 2026 · 7 min
Money Guy Show
Retirement planning stretches beyond the traditional 30-year horizon
Longer lives and less predictable retirement timing make taxes, healthcare, inflation, and market risk central to financial planning.
Sep 2, 2026 · 1h 3m
Stock Movers
AI demand lifts Dell as MongoDB stumbles
The episode pairs sharp market reactions with a broader look at how AI and population growth are reshaping urban infrastructure.
Sep 2, 2026 · 6 min
Stock Movers
Uber Restructures as AI Demand Lifts Dell and PG&E Pulls Back
The episode connects corporate cost-cutting and infrastructure risk with the larger question of how technology is reshaping transportation and cities.
Sep 2, 2026 · 7 min