Our archive of decoded finance interviews — the key claims, asset calls, speaker views and the questions worth asking next. Newest first. For just-published episodes with channel, speaker and asset filters, see the latest analyses.
Showing 2,167 hand-picked highlights from a library of 36,400 analyses · page 1 of 22
TraderTV Live spent the session as a fast-moving market wrap centered on an earnings-heavy tape, a sharp rotation into semis, and repeated small-cap momentum trades. The…
TraderTV Live spent most of the session on a fast-moving premarket-to-open market wrap: oil was bid on renewed Iran/US tensions, semis and AI infrastructure names were…
Yahoo Finance’s coverage centered on a classic earnings-and-macro tug-of-war: strong Q2 earnings are supporting tech and the broader market, but investors are…
Alasdair Macleod argues that China is building a gold-centered monetary and trade architecture to reduce dependence on the dollar and defend against Western fiat…
Michael Pento argues that the U.S. is inside an unprecedented multi-asset bubble—equities, real estate, and credit—sustained by Federal Reserve monetization and that the…
This was a fast-paced TraderTV Live market wrap centered on a strong tech-led open, a violent small-cap squeeze day, and a lot of trading around semis, crypto, oil, and…
TraderTV Live spent most of this episode on intraday trading education and live tape-reading rather than a single macro call. The key market message was that the AI/chip…
Luke Gromen argues the Iran war is partly about defending dollar hegemony, but that it is already failing and may instead accelerate China’s self-sufficiency and the…
This is a long-form interview with Azim Azar on the AI economy. The core argument is that the AI boom is real on the demand side, not just on the supply side, but the…
TraderTV Live spent most of the session on a busy premarket/daily market wrap: tech and semis led, oil and crypto reacted to Middle East and policy headlines, and small…
This Yahoo Finance morning show centered on the AI/semiconductor rally, the durability of hyperscaler capex, GM’s better-than-expected quarter, new Trump tariffs on…
This is a geopolitics-focused interview about the renewed Iran–US confrontation around the Strait of Hormuz. Ryan Bohl argues the fight is now less about blanket…
George Noble argues the global liquidity cycle has turned against risk assets: fiscal deficits, sticky inflation, rising global bond yields, and stronger competition for…
Jeff Park argues the market is being driven by the Clarity Act, crypto-legislation optionality, and a broader shift in capital flows. He sees bitcoin and crypto equities…
Larry McDonald argues the market is entering a higher-inflation, higher-rate, geopolitically fragmented regime in which credit and bond markets matter more than headline…
Yahoo Finance’s live market coverage centered on the fading afternoon rally, rising Treasury yields, and a broad AI/semiconductor trade that was still positive despite…
George Noble argues the market is in the early stages of a major unwind in AI/semis and related megacap tech, which he thinks is structurally similar to, and worse than…
This was a volatile TraderTV Live market wrap centered on tech earnings, AI semis, oil/geopolitics, and a pile of opening-range trading ideas. The desk was broadly…
A fast-paced market wrap centered on intraday trading setups, with the sharpest themes being Archer Aviation’s jump on a Trump critical-minerals order, renewed…
This episode is less a market trade setup than a long, highly political argument about geopolitics, labor weakness, socialism, AI competition, and the danger of policy…
TraderTV Live opened the session with a strong focus on tech earnings, memory-chip volatility, and geopolitics. The hosts framed the day as a potential gap-up in…
Michael Gentile says the gold and junior-mining pullback is a contrarian buying opportunity, not a broken thesis. He argues the real bull case is still intact because…
The speaker argues that the World Cup result and the Iran war both reflect a larger framework of transnational capital, geopolitical manipulation, and declining empire.…
Clem Chambers argues the market is misreading both AI and geopolitics. His core view is that AI is really a hardware, power, and infrastructure boom—not just LLMs—and…
This episode explores how market structure is changing trend following, especially in equities. The guest argues that product innovation, retail option flows, and rising…
Mona Charen and Eric Edelman argue that Trump’s Iran campaign was launched without normal interagency planning, allied coordination, or clear end-state, and that the…
Gerald Celente argues the world is sliding into deeper war, surveillance, and financial instability. He stays long-term bullish on gold and silver, but says near-term…
Tavi Costa argues that the market is underestimating inflation persistence, fiscal stress, and the constraints on the Fed, and that those conditions support owning gold…
Felix Preen argues the AI boom looks structurally similar to the late-1990s dot-com bubble: the technology is real, but many valuations are not, and passive index…
South Korea's KOSPI is simultaneously the world's best-performing stock market and in a crash — up ~60% YTD yet down 27% from its June peak. Patrick Boyle explains this…
Andy Constan argues that the AI capex boom has created an unusually extreme options setup: parabolic single-name moves, very high single-stock volatility, and unusually…
TraderTV Live spent most of the session dissecting a broad tech selloff, led by Netflix's post-earnings drop and a sharp semiconductor unwind, while repeatedly trading…
A C dans l’air panel argues that Trump staged a highly symbolic Versailles signing of a U.S.-Iran memorandum to keep control of the narrative and force Europe…
TraderTV Live spent most of this session on a fast-moving market wrap: Netflix’s post-earnings selloff, Tesla/SpaceX-style momentum trades, IBIT/crypto weakness…
Bloomberg’s Open Interest focused on a broad risk-off market session led by a sharp semiconductor selloff after a Chinese AI model launch was framed as a potential…
This episode is a French TV roundtable about Donald Trump’s escalating rhetoric, electoral tactics, and personal vulnerability. The panel argues that Trump is using…
Economist Chris Martenson warns that a massive sulfur supply shock is unfolding — largely ignored by markets — because Persian Gulf refineries are offline due to the…
Bloomberg Surveillance focused on three linked market stressors: a sharp tech selloff tied to a new Chinese open-source AI model, a worsening U.S.-Iran escalation that…
This is a TraderTV Live market wrap centered on a sharp risk-off morning in US stocks, led by a big Netflix earnings gap down, broad chip weakness, and a fast-moving…
Yahoo Finance’s live market coverage framed the session as a tech- and semis-led selloff, sparked by renewed concerns that cheaper AI models from China could pressure…
Carson Block argues the short-selling business has become harder, more political, and less scalable, so Muddy Waters is broadening beyond classic activist shorts into…
Rory Johnston argues that the oil market has swung violently from a brief post-conflict oversupply back toward tightening as Hormuz traffic slows, China begins buying…
Bloomberg’s China Show centered on Donald Trump’s primetime White House address accusing China of election meddling, followed by a live reaction segment that immediately…
Michelle Makori interviews Rob McEwen about geopolitics, dollar dominance, gold, silver, copper, and the mining sector. McEwen argues the Iran conflict and broader…
Samantha LaDuc argues that markets are in a rotation-driven consolidation rather than a clean breakout: semis, AI, and other crowded momentum trades are seeing…
Gladiator Metals’ interview centers on the Whitehorse project in Yukon, where management argues the company has moved from early targeting into a more scalable drill…
TraderTV Live spent most of the session on a very one-sided market tape: semis/AI and other momentum names sold off, while the desk repeatedly emphasized short setups…
Peter Schiff argues that the Iran war is likely to keep escalating, which he sees as bullish for oil and, after an initial noisy selloff, ultimately bullish for gold. He…
Rick Rule argues the precious-metals pullback is a normal correction inside a broader secular bull market, not a thesis break. He says the real action is in capital…
This episode frames the US-Iran confrontation as a new escalation phase driven by Trump’s attempt to force Tehran back to negotiations through military pressure. The…
Bloomberg Surveillance focused on three big macro themes: the Iran conflict, the resilience of the U.S. consumer, and whether the AI/tech capex boom is still strong…
TraderTV Live opened with a risk-off market wrap: oil and USO were being watched for Iran-related headlines, while semis and memory stocks were under pressure despite…
Jack Schwager discusses the newest Market Wizards book as a study of unusually young, highly disciplined, often day-trader-to-swing-trader market participants. The core…
Tom Bilyeu interviews Geoffrey about why the labor market and asset prices can send very different signals. Geoffrey argues the economy has been in a depression-like…
Elijah Magnier argues the Iran-U.S. conflict has moved into a dangerous tit-for-tat phase where U.S. strikes are unlikely to coerce Tehran quickly and may instead harden…
Bloomberg’s Opening Trade focused on three big forces: TSMC’s strong AI-chip demand and higher CapEx guidance, rising geopolitical risk around Iran and the Strait of…
Bloomberg’s Asia Trade framed the session around three overlapping drivers: a sharp Korea tech selloff, a Bank of Korea rate hike, and renewed Middle East risk from…
Andrew Winnett argues that the legal structure of modern custodial finance leaves ordinary retirement assets vulnerable in a broad banking or custodial failure, and he…
Rick Rule argues the recent weakness in resource markets is constructive because it has reopened bargains in oil, gold, silver, and mining equities. He remains bullish…
Yahoo Finance’s July 15, 2026 market wrap focused on a choppy but slightly positive close, with a clear rotation out of semiconductors and into mega-cap tech, banks, and…
TraderTV Live covered a broad market wrap dominated by cooler-than-expected PPI, a sharp risk-on/risk-off rotation across sectors, and several high-volatility stock…
A fast-moving TraderTV Live session focused on the AI chip selloff, SpaceX’s break below key levels, and a broad tape rotation into select large-cap tech, banks, and…
Tim Miller opens with an extended, emotionally charged monologue connecting three stories — ICE killings in Maine and Houston, the detention of Rep. Ro Khanna and Cam in…
The hearing centered on Chairman Kevin Warsh’s pledge to keep the Fed focused on price stability and maximum employment while using task forces to rethink…
Joe Kent argues the U.S. is drifting from a limited strike campaign into a potentially endless war with Iran, driven by failed diplomacy, Israeli influence, and Trump’s…
Lynette Zang argues that gold and silver are still far below their “true” value because the fiat currency system is in its late stage and spot prices are distorted by…
Trader TV Live spent this session on a fast-moving mix of small-cap gappers, macro headlines, and earnings/news reactions, with the strongest recurring themes being…
Warren Buffett sits down with Becky Quick to announce a major shift in his philanthropic plan: the Gates Foundation will no longer receive donations, with that money…
Bloomberg Surveillance framed the session around a three-way market driver: a strong U.S. earnings season, softer-than-expected inflation prints, and escalating conflict…
Adam Taggart hosts New Harbor Financial partners Mike Preston and John Loader for a monthly market check-in focused on whether the next big move in equities is a rally…
A commodity investor argues the oil market is misreading a real, physically large supply shock from the Hormuz closure and the subsequent inventory drawdown, while also…
Kevin Warsh’s Senate Banking debut as Fed chair is a mix of policy defense and political combat. He says inflation is still too high, the Fed must be more disciplined…
This episode is a deep-dive interview on global shipping with Sal Mercogliano. The core message is that repeated disruption at maritime chokepoints — especially the…
Lobo Tiggre argues that big money is already warming to commodities because AI/data-center buildout, inflation, wars, and geopolitical supply risks are all pushing…
Bloomberg's China Show focused on a weaker-than-expected Chinese Q2 GDP print, a surprisingly better retail-sales figure, and the market reaction around China AI/chip…
Bloomberg Businessweek Daily spent most of this episode on three linked market themes: Fed Chair Kevin Warsh’s first House testimony, the market’s read-through from…
Yahoo Finance’s July 14 market wrap centered on a cooler-than-expected CPI print, which helped stocks close broadly higher, led by tech and semis. The biggest negative…
TraderTV Live spent most of this session on a one-page opening-trading-plan tutorial, then pivoted hard into real-time catalysts: Lucid’s violent intraday halts after…
Chamath Palihapitiya argues the biggest AI winners are likely the hardware, memory, and infrastructure layer, while today’s high-end LLM pricing model may be under…
TraderTV Live spent most of the session on a fast-moving market wrap: bank earnings were broadly strong, Nvidia was being watched around the 210 level, IBM cratered…
David Goodhart argues that AI will disproportionately hit generalist graduate/white-collar work, accelerating a longer-running status and political shift away from the…
Rory Johnston argues that the oil market is being driven by a three-way squeeze: renewed disruption around Hormuz, Russia’s sharply reduced diesel/refining capacity, and…
A bullish, interview-style discussion on gold, silver, and mining stocks. Both guests argue the recent selloff is largely a war-driven correction rather than a broken…
Yahoo Finance’s morning coverage focused on three big themes: blockbuster bank earnings, a severe IBM pre-earnings warning, and a mixed inflation/Fed backdrop as Kevin…
Bloomberg Surveillance spent the session on two linked macro themes: a very strong U.S. bank earnings tape and a sudden repricing of Fed expectations after…
The stream centered on CPI, bank earnings, and a dramatic IBM collapse that the hosts read as a warning shot to software spending. After a cool CPI print, risk assets…
Adam Taggart interviews Fred Hickey about what Hickey sees as a historic AI/market bubble. Hickey argues that the market is more expensive than in 2000, but the bigger…
Larry McDonald argues the market is rotating out of narrow mega-cap growth and into value, banks, healthcare, energy, and hard assets as deficits, sticky inflation, and…
Eric Pachman argues the labor market and inflation are both being misread because headline statistics obscure the underlying composition. He says labor-force…
This Bloomberg opening-trade segment centered on a Middle East oil shock, with Brent pushing above $85, U.S.-Iran shipping tensions escalating around the Strait of…
This Bloomberg China Show episode is a fast-moving market wrap centered on the U.S.-Iran escalation, the Strait of Hormuz, and the resulting jump in oil prices, with…
Bloomberg’s Asia Trade focused on the U.S.-Iran escalation around the Strait of Hormuz, the resulting jump in oil prices, and the knock-on effect on inflation, rates…
Rick Rule argues the recent silver surge was sentiment-driven, not fundamentally transformed, and says he sold 80% of his physical silver near the top because he buys…
David Jensen argues that tightening physical energy supply, especially diesel and oil, could trigger a fast inflation shock that spills into bonds, stocks, and real…
Bloomberg’s "Balance of Power" centered on Trump’s renewed blockade of Iran-linked shipping in the Strait of Hormuz, the resulting surge in oil, and the immediate…
TraderTV Live spent most of the session on intraday small-cap momentum, options education, and broad market commentary, with the biggest macro driver being renewed Iran…
This episode is a geopolitical deep dive on the Iran–US escalation around the Strait of Hormuz. The panel argues that Trump’s proposal to “take control” of the strait…
Simon Hunt argues the Iran conflict has restarted in earnest and could have global spillovers through the Strait of Hormuz, diesel supplies, sovereign debt stress, and…
Bloomberg Surveillance focused on a three-way market setup: Middle East escalation and the Strait of Hormuz pushing crude higher, a crowded but still resilient U.S.…
This Yahoo Finance Live episode is a broad daily market wrap centered on the South Korea AI-chip selloff, the start of second-quarter earnings season, Fed-week…