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Jan 2025
9m 39s

Deep Dive: Trump's AI Era Begins with Bi...

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Yesterday
U.S. Tariff Deal with Canada Collapses, Nvidia Warns Price Hikes are Coming
Market update for August 24, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:The biggest market week of the summer, inflat ... Show More
10m 47s
Aug 23
CoreWeave Co-Founder on Sold-Out Compute and What the Market Gets Wrong about GPUs
CoreWeave co-founder and Chief Development Officer Brannin McBee joins The Rundown to explain why the company's compute is effectively sold out through 2027, and what's driving demand at this scale. He breaks down the take-or-pay contracts and self-amortizing debt funding the bui ... Show More
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Deep Dive: Is the Era of Cheap Money Over?
In this deep dive, Zaid breaks down the surge in Treasury yields, the Treasury Secretary's failed attempt to stop it, and the three forces driving borrowing costs higher: inflation, a $40 trillion national debt, and Big Tech's AI borrowing boom. Then he shares his take on what th ... Show More
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