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Nov 20
AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup
This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving cryp ... Show More
1h 1m
Nov 19
Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows
In this episode, Capital Flows joins the show to break down how credit growth, falling real rates, and strong cross-border flows fueled the rally from April through summer, and why the Fed’s recent hawkish shift has introduced short-term volatility without meaningfully raising re ... Show More
51m 45s
Nov 14
Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup
This week, we discuss markets wobbling as a pointless government shutdown, delayed data releases, and a hawkish Fed collide with rising credit stress, over-levered AI giants, and widening inequality. Enjoy!
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51m 11s
Jul 2025
Why This Is the Greatest Time to Invest: Bitcoin, MicroStrategy & Crypto Growth
<p><span>In this insightful </span><strong>Market Mondays</strong><span> clip, hosts Troy Millings and Ian Dunlap break down why </span><strong>now</strong><span> might be the greatest era for investing—and it’s far from just talk. They revisit their own journeys, from buying Bit ... Show More
8m 32s
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
<p>Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments.</p><p><br></p><p>Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/gold</p><p><br></p><p>Start your free online vi ... Show More
1h 1m
Aug 11
Why 2025 Will Be a Game Changer for Crypto: Bull Runs, Tokenization, and Market Shifts
<p><span>Welcome back to EYL! In this insightful clip, special guest Austin Haynes sits down with Rashad and Troy to break down the seismic shifts happening in the crypto and financial markets leading up to 2025—and beyond. Are we seeing the end of the traditional four-year crypt ... Show More
8m 28s