AI Intelligence · across all analyzed episodes
People · top 20
David Brancaccio×18Julia Coronado×4Nancy Marshall-Genzer×4Mitchell Hartman×3Nova Safo×3Kimberly Adams×2Burton Malkiel×2Christopher Lowe×2Subri Benishor×2Fernando Valli×2Dan Coatsworth×2Carla Javier×2Jamie Dimon×2Sabri Beneshore×2Donald Trump×2Felipe Polito×2Samantha Fields×2Lawrence GillumSean ParnellSabri Benishor
Companies · top 20
Topics · top 10
Strait of Hormuz Oil Supply Disruption×2Tariff Refunds and Trade PolicyU.S. Customs and Border Protection Refund SystemSupreme Court Trade RulingsOil Market Disruption from Middle East TensionsNatural Gas Price Divergence and LNG SupplyStrait of Hormuz Blockade ImpactUnited Airlines and American Airlines MergerAntitrust Review of Airline ConsolidationForeign Airline Subsidies and Competition
Analyzed Episodes
Apr 15, 2026
Tariff refunds are coming
Tariff Refunds and Trade PolicyU.S. Customs and Border Protection Refund SystemSupreme Court Trade Rulings
View AnalysisApr 15, 2026
So many different flavors of oil
Crude Oil Price BenchmarkingBrent Crude vs. WTI Pricing DifferencesOil Refinery Yield Variations
View AnalysisApr 16, 2026
The cost of keeping the lights on
Utility Rate Regulation and Public Utility CommissionsPower Grid Modernization and Infrastructure InvestmentElectricity Demand Growth and Generation Capacity
View AnalysisApr 16, 2026
What a time to be a central bank
Federal Reserve Interest Rate PolicyInflation and Monetary PolicySupply Chain Disruptions
View AnalysisApr 13, 2026
Doing the numbers on your grocery bill
Consumer Price Index and grocery inflationFruit and vegetable price increasesCoffee and beverage tariffs
View AnalysisApr 13, 2026
War in the Middle East, oil, and jobs
Iranian Port Blockade and U.S. SanctionsStrait of Hormuz Oil Supply DisruptionBab El-Mendab Strait Closure Risk
View AnalysisApr 11, 2026
"Marketplace" Live
Federal Reserve Policy and Interest RatesInflation Persistence in Housing and ServicesYouth Economic Displacement and Financial Nihilism
View AnalysisApr 10, 2026
"Nobody can time the market"
Index Fund Performance vs Active ManagementMarket Timing ImpossibilityStock Market Inefficiencies
View AnalysisApr 10, 2026
David Brancaccio reflects on thousands of conversations
AI Stock Bubble Risk AssessmentMarket Timing vs. Rebalancing StrategyInflation and Consumer Price Index Trends
View AnalysisApr 7, 2026
What keeps big bank CEOs up at night
Unregulated Private Credit MarketsPersistent Inflation and Fiscal PolicyBank Lending Standards and Credit Availability
View AnalysisApr 8, 2026
Oil prices dip on de-escalation news
Oil price volatility and geopolitical riskU.S.-Iran de-escalation and ceasefire negotiationsStock market futures and equity market sentiment
View AnalysisApr 8, 2026
The road less traveled (by bike)
US-Iran Ceasefire and Oil Market ImpactCrude Oil Price VolatilityEquity Market Relief Rallies
View AnalysisApr 2, 2026
Reflecting on the year in tariffs
Tariff Economic ImpactSupply Chain DisruptionSmall Business Cost Pressures
View AnalysisApr 2, 2026
About that presidential address...
Iran War military escalation timelineStrait of Hormuz closure and energy supply disruptionOil price volatility and market reaction
View AnalysisApr 3, 2026
A new tariff on imported medication
Pharmaceutical tariffs and drug pricing policyManufacturing incentives and domestic productionSteel, aluminum, and copper tariff restructuring
View AnalysisApr 3, 2026
The March unemployment rate fell — but there's a catch
March unemployment rate declineJob creation and labor force participationWage growth moderation
View AnalysisApr 1, 2026
The wider consequences of war
Middle East geopolitical conflict economic impactOil and energy price volatilityAirline fuel surcharges and pricing strategy
View AnalysisApr 1, 2026
The argument for letting Chinese EVs in
Chinese Electric Vehicle Market ExpansionUS EV Tariff Policy and Trade ProtectionBattery Manufacturing and Supply Chain
View AnalysisFeb 27, 2026
Global jitters over private credit
Private Credit Market StabilityNon-Bank Lender RiskCollateral Double-Counting Fraud
View AnalysisMar 2, 2026
Iran's role in the global oil supply
Strait of Hormuz Oil Supply DisruptionIran-U.S.-Israel Military Conflict Impact on Energy MarketsBrent Crude and WTI Price Volatility
View Analysis