Episodes
Your Tariffs This Week: Supreme Court Ruled — So Why Are They Still There?
The Supreme Court struck down Trump's IEEPA tariffs 6-3 on February 20th — but this week, tariffs are still sitting at 10% and climbing. Marcus and James debate whether constitutional clarity is actua
Your Portfolio This Week: The AI-to-Utilities Rotation — Justified or Panic?
Tech stocks are bleeding while utilities are surging — and this week the data is forcing investors to pick a side. Marcus makes the case that $2.9 trillion in data center construction makes this rotat
Oil at $100: Are AI Trading Bots Breaking the Fed's Playbook?
Crude oil surged nearly 70% in roughly ten weeks — from the $60s in January to nearly $100 per barrel by mid-March 2026. AI trading algorithms repriced geopolitical signals in minutes, not days, trigg
Your Energy Bill Is Now an AI Problem — And the Fed Knows It
AI data centers are consuming power at a scale that's reshaping energy markets, oil demand forecasts, and potentially Fed rate decisions. Marcus thinks AI-driven energy trading is the great stabilizer
Your 401k This Week: Why the Fed's Tariff Silence Is Actually Bullish
The Fed hasn't called an emergency. Hasn't cut rates out of cycle. Hasn't even flinched. This week Marcus and James debate whether that silence is the most bullish signal of 2026 — or just the calm be