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“Big Short” investor’s AI warning... And a key inflation report on deck 8/11/26

43 min•11 augusti 2026

Investor Steve Eisman of “Big Short” fame delivers an AI bubble warning, coming on the heels of Nvidia’s $500 billion financing deal with top firms on Wall Street. The traders make sense of the mega-deals playing out in tech now. Then, economist Joe Lavorgna lays out his expectations for tomorrow’s CPI report—and why the former counselor to Treasury Secretary Bessent thinks the Fed should hike interest rates now. Plus, all the headlines from CoreWeave earnings, On Holding’s worst day on record and the Options Action ahead of Cisco results.

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AI stocks back in the spotlight... And a bold call for three rate hikes this year 8/12/26
•44 min
A $500 billion AI mega-deal... and whether Wall Street is getting Kevin Warsh all wrong 8/10/26
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Markets React to Jobs Report… And The State of Emerging Markets 8/7/26
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U.S. Treasury's Surge… And Oil Prices Sink on Potential Iran Peace Deal 8/6/26
•41 min
What’s Next for the Consumer… And Metals and Materials Surge 8/5/26
•44 min
SpaceX Earnings Report… And What’s Next for the Pharma Trade 8/4/26
•43 min
Software Leading a Market Rally… And What To Expect from Yen Intervention. 8/3/26
•44 min
Treasurys Turn Higher… And Novo Sinks After Trial Failure 7/31/26
•43 min
Apple and Amazon Earnings… And What’s Next for Global Markets 7/30/26
•44 min
Major Earnings After the Close… And the Fed Keeps Rates Unchanged 7/29/26
•44 min

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