Global Data Pod Weekender: How Bad Could It Get?
In this JP Morgan Weekender episode, Bruce Casman and Joe Lupton dissect the evolving oil‑supply shock from the Strait of Hormuz, moving from earlier optimism about a quick reopening to a more sobering view of prolonged closure. They examine recent PMI data, consumer confidence, and retail‑card trends that show mixed signals—solid manufacturing output but weakening demand and sentiment. The hosts model an adverse scenario where Brent spikes to $150 a barrel for three months, exploring how such a price shock would squeeze purchasing power, trigger sentiment shocks, and strain global financial conditions. Their analysis draws parallels to the 1990 and 2022 energy crises, emphasizing that while past shocks didn’t cause a global recession, the current supply constraints could still generate significant economic turbulence.
Global Rates: Central Banks Likely to Wait-and-See Against a Backdrop of Ongoing Middle-East Uncertainty
The episode examines upcoming policy meetings of the Fed, ECB, and BoE against the backdrop of the Middle‑East conflict and rising energy prices. Analysts attribute the US rate rise to solid consumption data and a dovish‑leaning Fed nominee, Kevin Warsh,...
RECEIPTS: Why the Hell Does Trump Want to Buy Spirit Airlines?
In this episode of Receipts, JVL and Catherine Rampell dissect the political showdown over the Federal Reserve, focusing on Judge Jeanine Pirro’s halted investigation into Fed Chair Jerome Powell and the Senate’s blockage of a new Fed chair nomination. They...
Closing the Loop: Mastering the Mechanics of Revenue Recovery
In this episode, host Bob Schultz talks with revenue‑recovery expert Dee Bowden, author of *Collect2Cash*, about how small‑ and mid‑size firms can build a disciplined collection process. Dee shares her origin story, outlines the four‑key framework for tracking invoices, using...
How Public Companies Can Benefit From the CSE-NSX Integration | The CSE Podcast E8-S5
In this episode, Anna Saran of the Canadian Securities Exchange (CSE) talks with Eduardo Carmona of the National Stock Exchange of Australia (NSX) about the recent CSE‑NSX integration and what it means for Canadian issuers. They explain how the merger...
One Metric that Will Define GEO Success in the Next Two Years
In this brief episode of Voices of Search, host Jordan Cooney asks SEO expert Raul Jain, CEO of Noble, to identify the single KPI that will define GEO (geographic) success over the next two years. Jain argues that the ultimate...
The AI Job Crisis Andrew Yang Saw Coming
In this episode, hosts discuss the growing AI-driven job crisis, citing recent layoffs and rising unemployment among recent graduates. They interview Andrew Yang, who warned years ago that automation would displace millions of workers and proposed a $1,000 monthly Freedom...
SaaSpocalypse NOW. Also, Massive Earnings and Central Bank Week Ahead.
The episode dissected the volatile market moves on April 24, 2026, focusing on the SaaS sector’s sharp sell‑off after ServiceNow’s earnings miss and broader AI‑related concerns that rattled names like Adobe, Workday, and Palantir. Hosts highlighted contrasting winners such as...
392. Gigawatts & Green Shoots: Data Center 101, Blue Owl's Healthcare Grab, & NYC's Pension Housing Bet
In this episode, Trepwire analysts discuss a "selective stabilization" in commercial real estate, highlighting strong retail sales, modest gains in pending home sales, and the continued affordability squeeze. They examine Blue Owl Capital's $2.4 billion acquisition of Sela Realty Trust, noting...
Elon Musk Lands Another ‘Moonshot’ Pay Deal
The episode covers three major business headlines: massive tech layoffs at Meta and Microsoft as AI spending pressures costs, Elon Musk’s upcoming SpaceX IPO and a new "moonshot" compensation package that could give him outsized control through dual‑class voting shares,...
The Hidden Toll of Tariffs
In this episode of Thoughts on the Market, Morgan Stanley Global Chief Economist Seth Carpenter and economist Mayank Fatki examine the current state of U.S. tariffs, noting that effective rates have fallen to about 8% but are expected to stabilize...
Should Broadcast Networks Scrap Entertainment Programming?
The episode examines the stark divergence between sports and entertainment programming on broadcast networks, highlighting that NFL viewership has risen 30% over 20 years while non‑sports primetime audiences have fallen more than 75%. It argues that because sports, especially the...
AI, Brand Safety’s Frenemy | Behind the Numbers
In this episode, Marcus talks with UK analyst Bill Fisher and US AI expert Jacob about the surge of AI‑generated "slop" on platforms like YouTube and its impact on brand safety. They highlight how AI content now makes up roughly...
BREAKING: Congressman Tom Suozzi Just Tore Apart Trump’s Trade Defense With One Simple Line of Questioning
In this episode, host challenges the prevailing narrative that recent U.S. tariffs are dramatically raising household costs, disputing figures from the Tax Foundation, Yale Budget Lab, and Moody's that claim tariffs add $1,000 to $4,200 per family annually. The discussion...
MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis
In this episode, Saxo Bank’s chief commodity strategist Ola Hansen explains how the Iran crisis is rippling through energy markets, refined products, fertilizers, metals and agriculture, creating extreme backwardation in crude oil futures. He argues that the forward curve’s steep backwardation...