In this episode, David Cervantes and DCP join the show to discuss the FOMC post-mortem, the similarities to the 90s business cycle, and managing emotions in markets. We also reflect on the COVID crash, dig into expectations for 2025, and much more. Enjoy!
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Follow David Cervantes: https://x.com/EconstratPB
David’s Substack: https://substack.com/@pinebrookca ... Show More
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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Follow Tyler: https://x.com/Tyler_Neville_
Follow Quinn: https://x. ... Show More
51m 11s
Mar 2025
#418: Dominic Schwenter, COO of Lisk, on The Ethereum Foundation, The Superchain, and Ethereum’s Role in High-Growth Markets
<p>Dominic Schwenter is the COO of Lisk, the Layer 2 blockchain dedicated to bringing Web3 adoption in emerging markets back to Ethereum. Dominic’s understanding of blockchain technology and its applications has positioned him as a thought leader in the industry, contributing to ... Show More
32m 52s
Jul 2025
Palantir’s Explosive Growth: Is It the Next Nvidia?
<p><span>In this insightful Market Mondays clip, hosts Rashad Bilal, Troy Millings, and crypto analyst Ian Dunlap dive deep into Palantir’s remarkable 78% surge year-to-date and discuss the company’s massive new $795 million federal contract. Is Palantir destined to be the next N ... Show More
9m 46s
Nov 8
From Gold to AI: How TraderNick Beat the Market in 2025
In this episode, Austin reunites with Trader Nick for a wide-ranging conversation about Bitcoin, AI, and the markets. They open with the viral theory that Bitcoin could have been a U.S. government creation, exploring how control and transparency intersect in crypto. The two then ... Show More
52m 13s
Jul 2025
The Secret Every New Futures Trader Needs to Know! Prop Firms, Payouts, & More!
This episode features a deep dive into trading psychology, strategy, and lifestyle with JP from JPO Capital. He discusses how taking partial profits in 2023 was the turning point from break-even to profitable. He emphasizes the importance of trading as a scalable side income, not ... Show More
54m 45s
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