Podcast Index

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Markets, Meditations, and Mental Models Markets, Meditations, and Mental Models Cosmic Trex The Michael and Patty Real Estate Show The Michael and Patty Real Estate Show Michael Poczynek & Powerhouse Patty Castle The Lawfare Podcast: Patreon Edition The Lawfare Podcast: Patreon Edition The Lawfare Institute Growth Notes Growth Notes Jason Frazier The High Court Report The High Court Report SCOTUS Oral Arguments Chat GPT Infinite Intelligence Chat GPT Infinite Intelligence Sol Good Network Chat GPT Podcast Chat GPT Podcast Sol Good Network Brushwood Media Network Brushwood Media Network Brushwood Media Network 50 Shades of Planning 50 Shades of Planning Samuel Stafford 王義川-這樣川正好 王義川-這樣川正好 寶島聯播網 The Daily Finance Brief | Markets, Business and Economic News The Daily Finance Brief | Markets, Business and Economic News The Daily Finance Brief The Occupational Safety Leadership Podcast The Occupational Safety Leadership Podcast Dr. Ayers/Applied Safety and Environmental Management Automotive News Daily Drive Automotive News Daily Drive Automotive News The Ramsey Show Highlights The Ramsey Show Highlights Ramsey Network WSJ Your Money Briefing WSJ Your Money Briefing The Wall Street Journal The College Investor Audio Show The College Investor Audio Show The College Investor Maximum Lawyer Maximum Lawyer Tyson Mutrux Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe Daniel Metcalf and Mike Stromsoe Home Service Millionaire with Mike Andes Home Service Millionaire with Mike Andes Mike Andes The Note Closers Show - The #1 Podcast for Note Investing The Note Closers Show - The #1 Podcast for Note Investing Scott Carson Wealth Juice | Real Estate, Entrepreneurship & Investing Wealth Juice | Real Estate, Entrepreneurship & Investing Cory Jacobson, Ryan Bevilacqua 財訊 《Wealth Magazine》 財訊 《Wealth Magazine》 財訊雙週刊 Working Ranch Radio Show Working Ranch Radio Show Justin Mills The KE Report The KE Report KE Report The Pomp Podcast The Pomp Podcast Anthony Pompliano The Unforget Yourself Show The Unforget Yourself Show Mark and Katie The CJ Moneyway Show The CJ Moneyway Show CJ Moneyway, Bleav Inspired Choice Podcast: The Conscious Founder’s Directory to Legacy Inspired Choice Podcast: The Conscious Founder’s Directory to Legacy Dr. Caroline Biesalski Creating Richer Lives Creating Richer Lives Karl Eggerss The Drive Car Show The Drive Car Show The Drive with Lauren & Karl 醫藥大小事 醫藥大小事 凱文藥師 AI News Podcast | Latest AI News, Analysis & Events | Daily Inference AI News Podcast | Latest AI News, Analysis & Events | Daily Inference AI Daily Bricks And Bytes Bricks And Bytes Bricks And Bytes The Jedburgh Podcast The Jedburgh Podcast Fran Racioppi AD7 Devocional - Diferente / Inverso AD7 Devocional - Diferente / Inverso AD7 Devocional CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue16 Media & CBNation.co CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue16 Media & CBNation.co CEO Podcasts 寰宇#關鍵字新聞 Global Hashtag News 寰宇#關鍵字新聞 Global Hashtag News 寰宇新聞台
Markets, Meditations, and Mental Models

Negocios

Markets, Meditations, and Mental Models

Cosmic Trex

Super Brief: The Supply That Wasn't There — Super Brief

June 27, 2026 6:00am 10 min

The Supply That Wasn't There. Two stories this week are one reclassification. Anthropic accused Alibaba of running 28.8 million fraudulent queries against Claude in a coordinated distillation campaign, then sent a letter...

Brief: The Supply That Wasn't There

June 27, 2026 6:00am 23 min

The Nasdaq posted its fifth consecutive losing session as South Korea's KOSPI triggered its fifth circuit breaker of the year, oil unwound the entire war premium that took three months to build, and an FDA panel voted 9-...

Super Brief: Apple Just Told You Who Pays for AI — Super Brief

June 26, 2026 6:00am 10 min

Apple Just Told You Who Pays for AI. Three of today's stories are one mechanism wearing three faces. The Fed's preferred inflation gauge reaccelerated, core PCE hitting 3.4 percent, the highest since October 2023, and th...

Brief: Apple Just Told You Who Pays for AI

June 26, 2026 6:00am 24 min

Apple raised prices on every Mac and iPad it sells, citing memory costs that have surged sharply in a single quarter, and the stock fell 6 percent. PCE inflation landed at its highest level since April 2023. Google's Dee...

Super Brief: Record Demand, Record Doubt — Super Brief

June 25, 2026 6:00am 10 min

Record Demand, Record Doubt. Three of today's stories are the same bet wearing three different suits. Micron printed $41.5 billion in quarterly revenue at an 84.9% gross margin, guided 17% above consensus, and said all o...

Brief: Record Demand, Record Doubt

June 25, 2026 6:00am 22 min

Micron just printed $41.5 billion in quarterly revenue and an 84.9% gross margin, and the market it proved is the same one that just took gold below $4,000 for the first time since November and repriced a September rate ...

Super Brief: The AI Selloff Started in Seoul — Super Brief

June 24, 2026 6:00am 9 min

The AI Selloff Started in Seoul. Korea's KOSPI fell 8% on Tuesday and tripped a circuit breaker, SK Hynix and Samsung down more than 12%, and not one input to that crash was Korean. The index is still up roughly 80% on t...

Brief: The AI Selloff Started in Seoul

June 24, 2026 6:00am 26 min

Tuesday found the fault line Monday's calm was hiding. South Korea's KOSPI fell 8% and tripped a circuit breaker, SK Hynix and Samsung down more than 12%, and the shock rolled west into a Nasdaq rout. Nothing broke insid...

Super Brief: Peace Broke the Bull Case — Super Brief

June 23, 2026 6:00am 7 min

Peace Broke the Bull Case. The Russell clearing 3,000 while the Nasdaq slips is the widest small-over-large split in months, duration beating growth. Brent off a tenth with the 10-year stuck at 4.50% says disinflation is...

Brief: Peace Broke the Bull Case

June 23, 2026 6:00am 23 min

Monday's reopen after the five-day break split the tape: small caps broke a record while megacap tech bled from an AI talent exodus. But the day's real tell was what each resolution did with its risk rather than to it. T...

Super Brief: Five Days, One Open — Super Brief

June 22, 2026 6:00am 3 min

Five Days, One Open. Five days clear into one open, so Monday's candle holds more risk than the four quiet sessions before it. Bitcoin looks firm near 63,000, but a record thirty-day ETF exodus underneath means price and...

Brief: Five Days, One Open

June 22, 2026 6:00am 20 min

The US tape has not traded since Thursday. In the dark, the Switzerland round stalled without quite breaking, Iran declared the strait shut again while the oil kept moving through it, and a Fed that just penciled a 2026 ...

Super Brief: What Monday Prices — Super Brief

June 21, 2026 6:00am 7 min

What Monday Prices. Washington's answer to Chinese mineral leverage is the familiar trio: stockpile, subsidize, reshore. It is now pointed at gallium, the metal the AI power grid runs on, where China makes about 98%. The...

Brief: What Monday Prices

June 21, 2026 6:00am 20 min

Markets have not moved since Thursday's close. A collapsing Iran track, a silent Fed, and a minerals policy that deepens the dependence it claims to cure. The repricing starts Monday, and four days of accumulated news ar...

Super Brief: Nothing Settled — Super Brief

June 20, 2026 6:00am 7 min

Nothing Settled. The Iran nuclear MOU signed Wednesday collapsed before its own Geneva ceremony. The signing was downgraded to a conditional meeting, CENTCOM lifted its naval blockade of Iranian oil even as the framework...

Brief: Nothing Settled

June 20, 2026 6:00am 26 min

The Iran deal signed Wednesday collapsed before its own ceremony, with Geneva postponed and the ceasefire it was meant to stabilize fraying on the Lebanese border. Strategy's perpetual-preferred stack crosses $10 billion...

Super Brief: Bounced, Not Cleared — Super Brief

June 19, 2026 6:00am 7 min

Bounced, Not Cleared. The S&P recovered 1.08% to 7,500 and the Nasdaq jumped nearly 2%, a clean post-FOMC dip-buy. But the bounce came on no new information, and the bond market did not follow. The curve flattened from t...

Brief: Bounced, Not Cleared

June 19, 2026 6:00am 24 min

Equities bought the dip from the post-FOMC selloff while the bond market quietly flattened, two time horizons reading the same data and reaching opposite conclusions. Ukraine launched its largest drone attack on Moscow s...

Brief: Rates Held. Guidance Didn't.

June 18, 2026 6:00am 23 min

The Fed held rates exactly as expected and the market sold off anyway, because the real move was not the decision but the information architecture around it. The dot plot tilted sharply hawkish, Iran signed its nuclear M...

Super Brief: Warsh Walks In — Super Brief

June 17, 2026 6:00am 7 min

Warsh Walks In. The Fed delivers its first decision under Chair Kevin Warsh this afternoon. A hold at 3.50 to 3.75% is near certain, so the real information sits in two places: a dot plot that may show the cycle's first ...

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