June 22, 2026 | Season 8 | Episode 19 We connect the SpaceX IPO frenzy to 200+ years of US market history, from the first bank offerings to the moment the NYSE is born after America’s first crash and bailout. We also break down what actually moves newly public stocks, then zoom out to the Fed, inflation, and where stability can still be found. • SpaceX’s record-setting IPO and what the early price surge signals • Why IPO history matters for modern investing decisions • The ...
Jun 22
43 min
June 8, 2026 | Season 8 | Episode 18 A single data point can flip the entire market narrative and Friday’s action proved it. We wake up to a rebound after a brutal Nasdaq drop, then zoom out to the real driver: a surprisingly hot May payrolls report that makes “no rate cuts” feel more plausible, even as Wall Street keeps trying to price a friendlier Federal Reserve path. We walk through what higher-for-longer yields mean for valuations, why global moves in the UK, Europe, and Japan matter for...
Jun 8
42 min
June 1, 2026 | Season 8 | Episode 17 AI is moving faster than most of us can comfortably process, and markets are pricing that speed in real time. We take a sober look at the artificial intelligence boom, the surge in chip stocks, and what happens when portfolios quietly tilt too far toward one story. Along the way, we anchor the excitement to something investors can actually use: historical perspective, market structure, and practical asset allocation decisions. We rewind a full century to ...
Jun 1
42 min
May 26, 2026 | Season 8 | Episode 16 SpaceX is finally nearing the public markets and the hype is already loud, but we’re not treating it like a fairy tale. We walk through what a SpaceX IPO could look like at an enormous valuation, why mega IPOs often behave differently than classic “ground floor” listings, and what history says about first-day pops versus the next three years. We also dig into the mechanics that can move the stock after the opening bell, including lockup expirations, inside...
May 26
42 min
May 11, 2026 | Season 8 | Episode 15 Oil is back near the center of everything, and it’s forcing investors to hold two ideas at once: geopolitical risk is rising while U.S. stocks keep notching record highs. We walk through the morning’s market setup, from strong earnings and nonstop AI demand to the way higher crude can sneak into inflation expectations, bond yields, and Fed decision-making. Then we go backward to go forward. John D. Rockefeller is often remembered as a monopolist, but the ...
May 11
40 min
May 4, 2026 | Season 8 | Episode 14 The market is trying to do two hard things at once: price a flood of earnings season signals while also digesting real geopolitical risk in the Middle East. We start by zooming out on what actually moves portfolios when tensions rise between the United States and Iran, especially with the Straits of Hormuz sitting at the center of global energy flows. My north star for making sense of it is simple: incentives drive outcomes, and history leaves clues if we’r...
May 4
40 min
April 27, 2026 | Season 8 | Episode 13 The world can hand you the strongest leverage and still punish you for using it. We open with the latest shocks out of Washington and then zoom out to the bigger question driving the morning: what happens when the U.S. holds overwhelming power in the U.S.-Iran conflict, but the real cost of escalation makes that power expensive to deploy? That gap between “having the cards” and “playing the cards” becomes the lens for everything that follows, from diplom...
Apr 27
32 min
April 20, 2026 | Season 8 |Episode 12 Oil is ripping higher, the Strait of Hormuz is back in the headlines, and markets are doing what they always do during geopolitical stress: swinging between fear and relief. We step back from the noise and focus on the skill that actually improves results over time, thinking forward. If you build your decisions around what’s happening today, you’ll feel constantly behind; if you train yourself to look six to thirty-six months out, you start acting more li...
Apr 20
38 min
April 13, 2026 | Season 8 | Episode 11 Oil jumps above $100, peace talks falter, and markets try to price a world where geopolitical risk refuses to stay contained. We walk through what’s moving stocks, bonds, and commodities right now and why “waiting for the all clear sign” can be a costly investing habit. We also drop a timely reminder on tax season deadlines and last-chance retirement contributions, because real-life money decisions don’t pause when headlines get loud. Then we zoom out a...
Apr 13
37 min
April 6, 2026 | Season 8 | Episode 10 Oil is hovering near $110, ceasefire rumors are colliding with strike reports, and markets are trying to price the unpriceable in real time. We sit down to sort signal from noise and connect geopolitics in the Middle East to the practical question every investor is asking: what changes next for inflation, interest rates, and portfolio risk? We walk through two big strategic lessons that nations tend to learn during conflict. The first is the uncomfortabl...
Apr 6
38 min
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