Episodes
Bloomberg Daybreak: US Edition · Jul 16, 2026
US Bombs Persian Gulf Supertanker, Warsh: Trump Hasn't Interfered
US-Iran Military Escalation in Persian GulfStrait of Hormuz Shipping DisruptionGlobal Oil Market Supply Chain RiskRare Earth Elements Supply Chain DiversificationPharmaceutical Manufacturing Reshoring from China
View AnalysisAnimal Spirits Podcast · Apr 8, 2026
$1 Million is the Worst Amount of Money (EP. 459)
Market Concentration Risk and Mag 7 PerformanceValue Stock Outperformance and Sector RotationUpper-Middle Class Wealth Psychology and Lifestyle CreepHousing Market Structural Issues and Renovation CostsGeopolitical Risk Pricing and Market Sentiment
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