Podcast Index

Podcasts

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Markets, Meditations, and Mental Models Markets, Meditations, and Mental Models Cosmic Trex César Sar - El Turista César Sar - El Turista César Sar - El Turista Rothen s'enflamme Rothen s'enflamme RMC Boletines RNE Boletines RNE RNE Cardionerds: A Cardiology Podcast Cardionerds: A Cardiology Podcast CardioNerds Token Metrics Daily Pulse Token Metrics Daily Pulse Token Metrics The Sal Licata Show The Sal Licata Show The Sal Licata Show Nephilim Death Squad Nephilim Death Squad TopLobsta Productions VeryPink Knits - Knitting Q and A VeryPink Knits - Knitting Q and A Staci Perry Anchorage News Today | 2 Min News | The Daily News Now! Anchorage News Today | 2 Min News | The Daily News Now! The Daily News Now! Estelle Midi Estelle Midi RMC Kansas City News Today | 2 Min News | The Daily News Now! Kansas City News Today | 2 Min News | The Daily News Now! The Daily News Now! Radio Alcoy Radio Alcoy Cadena SER Kentucky Sports Radio Podcast Network Kentucky Sports Radio Podcast Network KSR The Cricketer | Podcasts and Interviews The Cricketer | Podcasts and Interviews The Cricketer Emma’s Adventure: Stories, Songs, Smiles | Kids: Fun Habits, Learning Emma’s Adventure: Stories, Songs, Smiles | Kids: Fun Habits, Learning Mini Sounds Story NY Executive Podcast The Next Million Streams Could Be Yours NY Executive Podcast The Next Million Streams Could Be Yours NY Executive Podcast Network Braves Today Braves Today Bleav Directo MARCA Directo MARCA Radio MARCA Country 92-5 Morning Show w/Damon & Amanda Jo Country 92-5 Morning Show w/Damon & Amanda Jo Country 92-5 (WWYZ-FM) Michelle & Travis Michelle & Travis Michelle & Travis 700 WLW On-Demand 700 WLW On-Demand WLW-AM (WLWAM) תוך כדי תנועה תוך כדי תנועה קול האוניברסיטה | AudioVersity Aloula Radio Aloula Radio Aloula Radio Growing Up In America: The Way It Is Growing Up In America: The Way It Is Dr. Robert Sanborn Dierenduin Dierenduin The Podcast Planet Podcast Business News Network Platinum Podcast Business News Network Platinum Podcast Business News Network Platinum, Podcast Business News Network, PBNN Government Secrets  Podcast Government Secrets Podcast Lee Camp and Graham Elwood Daily Meditation Podcast Daily Meditation Podcast Mary Meckley ORA ET LABORA ORA ET LABORA The Podcast Planet Social Proof Podcast Social Proof Podcast Social Proof Network Con Las Bases Llenas Podcast de Beisbol Con Las Bases Llenas Podcast de Beisbol Alfredo Alvarez Newark News Today | 2 Min News | The Daily News Now! Newark News Today | 2 Min News | The Daily News Now! The Daily News Now! Vancouver News Today | 2 Min News | The Daily News Now! Vancouver News Today | 2 Min News | The Daily News Now! The Daily News Now! Fun Content Fun Content FunContent Dirt From The Dugout Dirt From The Dugout Foul Territory Network Walescast Walescast BBC Radio Wales
Markets, Meditations, and Mental Models

Tout

Markets, Meditations, and Mental Models

Cosmic Trex

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 ...

Brief: Warsh Walks In

June 17, 2026 6:00am 21 min

The Dow closed at a record while the Nasdaq fell in the year's broadest tech rotation. The Fed delivers its first rate decision under Kevin Warsh this afternoon, the Iran deal signing is confirmed for Friday in Geneva, a...

Super Brief: Fox Bought the Remote — Super Brief

June 16, 2026 6:00am 7 min

Fox Bought the Remote. Fox is buying Roku for about $22 billion, $160 a share, ending up with 73% of the combined company. The headline reads like a media giant buying a streaming app. The real move is that Fox paid for ...

Brief: Fox Bought the Remote

June 16, 2026 6:00am 22 min

Fox's $22 billion acquisition of Roku reprices the streaming stack as the Bank of Japan lifts rates to 1.0% this morning, its highest since 1995, with Governor Ueda absent for the first time in BOJ history. Warsh's first...

Super Brief: Before the Ink — Super Brief

June 15, 2026 6:00am 7 min

Before the Ink. A weekend dispatch from Egypt's $58 billion Chinese-built New Administrative Capital, engineered for millions and standing nearly empty, reads like a failure. It isn't. China runs a construction machine s...

Brief: Before the Ink

June 15, 2026 6:00am 23 min

The Bank of Japan opens its two-day meeting today with a rate hike to 1.0% all but certain, setting up the densest central-bank week of 2026. The Iran deal that Trump and Pakistan's prime minister declared "complete" on ...

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