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 2,159 hand-picked highlights from a library of 38,442 analyses · page 14 of 22
Chris Whalen argues that war-driven energy disruptions could push U.S. inflation sharply higher, even into double digits, forcing the Fed to shift toward hikes rather…
Bill Holter argues that gold and silver’s pullback is a correction inside a much larger repricing trend driven by structural deficits, heavy shorting, and fiat-currency…
NBC’s live Starship Flight 12 webcast focuses on SpaceX’s first test flight of Starship Version 3, covering launch, stage separation, payload deployment, reentry, and…
Andy Schectman argues that a new non-Western gold settlement and payments architecture is taking shape around Hong Kong, BRICS, and China-linked rails, and that it could…
French panel show covering Iran/Israel/Trump escalation risks, oil and inflation, European missile defense, AI/industrial policy, Attal’s presidential bid, Taiwan/China…
Patrick Boyle argues that SpaceX’s IPO filing is an extraordinary but highly speculative document: it frames SpaceX as an AI company despite most current profitability…
LCI frames the segment as an urgent geopolitical and market-risk discussion around Iran, with strong emphasis on whether the U.S. or Israel may strike first and on the…
Cliff Asness revisits several of his best-known AQR papers and argues that many market ‘common sense’ ideas are internally inconsistent: bubble logic, risk defined as…
Douglas Macgregor argues the U.S. is strategically trapped in Iran, that further strikes would mainly damage global energy and supply chains rather than force Tehran to…
A highly opinionated monologue argues that the Federal Reserve was designed in secret by banks for banks, systematically privileges large financial institutions, and is…
Doomberg argues that the world is entering a multipolar order, with the Ukraine and Iran wars as linked shocks in a broader breakdown of U.S.-centered financial and…
Tom Bilyeu and Drew frame the video around a mix of breaking geopolitical headlines, AI disruption, and a broad argument that asset ownership matters more than wage…
A weekly AI news recap centered on Google I/O 2026, highlighting new Gemini models, Gemini Omni video editing/generation, Gemini Spark agents, search changes, and…
A detailed technical interview with MatX CEO Reiner Pope on how AI chips work from first principles: logic gates, multiply-accumulate units, data movement costs…
Michael Oliver argues the stock market is in a long topping process while the real stress point is the bond market, not CPI. He thinks the Fed will be forced to defend…
A conversation about how rising passive ownership may weaken price discovery, increase concentration, and make equity markets more reflexive and unstable. The guests…
TraderTV Live spent the session as a fast-moving market wrap: equities were firmer into the open, led by AI/chip momentum, quantum speculation, and a rotation narrative…
A Hoover Institution podcast episode on California politics argues that the state’s fiscal stability is misleading because it depends heavily on volatile capital gains…
Alasdair Macleod argues that the global financial system is being reorganized around China, Russia, Iran, and parts of the broader Asian sphere, while the U.S. and…
The speaker argues that robotics is at an inflection point where cheap, mass-produced compute plus modern AI models can produce robots that learn useful behaviors from…
Dovey Wan argues that crypto’s real edge is not noisy status games or isolated product narratives, but long-term substance: trust, frontier proximity, and distribution…
DC argues that Andrew Bailey’s warning is really about control of the digital-money rails: the UK sees US dollar stablecoins as a cross-border systemic risk, but also as…
A news-style explainer about the Enhanced Games: a Las Vegas event that permits performance-enhancing drugs, has major backing, and is marketed by supporters as a…
Sean Illing interviews Tom Nichols about his 2017 book The Death of Expertise and argues that contempt for expertise has become a political and cultural norm, amplified…
Simon Hunt argues that a Hormuz-linked oil disruption could quickly ripple into recession, stagflation, and food stress, while also accelerating a move toward a…
Laurent Mucchielli argues that France’s anti-conspiracy ecosystem is less about defending truth than about defending power. He says it grew out of the mid-2010s…
This Tocsin morning show is a long, multi-topic political and media-critique wrap centered on ZFE censorship, bureaucratic opacity, anti-screen activism, digital…
ABC News Australia’s market segment covered the fall in Australian rate-hike odds after a weaker jobs print, the market’s reaction to Nvidia’s results, and a wave of…
Mohnish Pabrai argues that most stock pickers underperform because investing is mainly a temperament game: patience, humility, and willingness to do nothing matter more…
This is a long-form interview about Seabridge Gold’s KSM project, focused on why Rudy thinks the asset is now closer to a joint venture and eventual build than it was in…
This is a French TV panel on the Iran crisis, centered on whether Trump will escalate military pressure or cut a deal over enriched uranium. The discussion frames the…
Professor Chad Jones argues that AI could either accelerate growth dramatically or behave more like previous general-purpose technologies that preserved roughly 2% U.S.…
This episode is a geopolitical deep-dive on the Iran–U.S.–Israel standoff, the fragile ceasefire, and the rumor that Trump considered a nuclear strike. The panel argues…
This episode is a broad Moonshots-style recap centered on Google I/O 2026, with a second major segment on Cerebras’ record IPO and a shorter news item on Andrej Karpathy…
CNBC frames SpaceX’s IPO as the opening shot of a broader AI/tech IPO window, then spends most of the segment arguing that AI infrastructure, compute, and vertical…
Rupert Lowe argues that Britain’s state, legal system, media, and political class have become self-reinforcing and hostile to ordinary citizens and enterprise. He frames…
CNBC’s Squawk Pod centers on the newly public SpaceX filing, Jeff Bezos’s tax-and-spending debate, and a wide-ranging discussion with former SEC chair and U.S. Attorney…
Scott Melker recaps a crypto-heavy market news segment: the Fed’s quick response to Trump’s executive order on crypto master accounts, Polymarket’s push into parlays…
TraderTV Live spent most of the session on a broad premarket-to-open market wrap centered on Nvidia earnings, the Microsoft/Anthropic AI-chip headline, quantum stocks…
Yahoo Finance’s live morning coverage centered on Nvidia’s earnings, SpaceX’s IPO filing, Walmart’s outlook, and broader AI/consumer-market themes. The speakers…
Michael Howell argues the market is being stabilized by active Federal Reserve and Treasury liquidity operations, but that support is also masking deeper fragility in…
A CNBC interview/podcast segment centered on Dan Gilbert’s personal story: building Rocket Companies and helping rebuild Detroit while coping with his son Nick’s rare…
Rick Rule argues that markets are entering a long-cycle scarcity regime where liquidity, gold, uranium, copper, and select resource equities matter more than crowded…
Lee Drogen argues Starkiller Capital’s edge in crypto comes from disciplined risk selection, access to incentivized opportunities, and moving quickly between DeFi yield…
Guy argues that crypto is increasingly taking over the financial plumbing behind traditional markets via tokenized real-world assets, stablecoins, and acquisitions of…
Conversation focused on institutional crypto adoption, especially Morgan Stanley’s expanding crypto ETF push, Hyperliquid’s rapid rise and ETF inflows, and a highly…
Andy Constan argues that markets are in a late-stage bubble regime: a change phase was followed by escalation and now parabolic, low-volatility trending behavior that…
A long interview-style discussion argues that today’s resentment and political radicalization come from a modern version of the 19th-century Engels pause: technology…
Guy de La Fortelle argues that the Putin–Xi meeting marks a durable strategic shift: Russia is locking its energy future toward China, Europe is being sidelined, and the…
IEA chief Fatih Birol argued the Hormuz crisis is the largest energy shock in history, warned of rising oil, gas, fertilizer, food, and inflation pressures, and said…
ARK’s podcast argues Bitcoin should begin preparing now for quantum-computing risk, even though the timing of a practical threat is highly uncertain. The guests split…
A wide-ranging conversation with Dr. Eddie Chang about the neuroscience of speech and language, including how the brain controls speech production, why stuttering…
Raoul Pal and Julien Bittel argue that macro, markets, and AI are now being driven by a single accelerating shift: more energy and capital flowing into compute…
Tony Greer argues this is a highly unstable, cross-current market where oil, rates, the dollar, tech, and commodities are all fighting each other. His tactical…
This episode is a long, politically charged morning show: it starts on a Paris child-protection scandal, pivots into a broader attack on institutional failure, then runs…
A lecture-style geopolitical and macro framework argues that Putin is trying to weaken the US dollar-centered order by deepening ties with sanctioned states and by…
A long-form interview with Michio Kaku about physics, extraterrestrial life, simulation theory, AI, black holes, string theory, and human destiny. He is open to the…
A Real Vision AI-market roundtable centered on Nvidia’s upcoming earnings, the ongoing winner-take-most race among frontier AI labs, OpenAI’s legal win over Elon Musk…
NBC News frames SpaceX’s expected IPO as a potentially record-setting public offering, driven by huge revenue, fast-growing Starlink subscriptions, and a very large…
The transcript is a long geopolitical market-style panel focused on U.S.-Iran escalation, with heavy emphasis on Trump’s ultimatum, U.S. military posture around the…
Pace Morby uses a live deal walkthrough to teach subject-to creative finance, showing how he buys a seller’s house with no money down by taking over existing payments…
Bob Moriarty argues the Strait of Hormuz crisis is already an immediate global oil shock, not a future risk, and that the U.S. is fighting Israel’s war rather than…
Market Beat’s live reaction frames Nvidia’s earnings as an exceptionally strong report, with revenue up 85% YoY, guidance raised, capital returns increased, and…
Yahoo Finance’s live market show centered on Nvidia’s Q1 earnings, the cooling of oil prices, a rally in equities, and the implications for bonds, rates, and Fed policy.…
French LCI panel on the Israel-Iran war focused on a purported Trump plan to create a deadly exclusion zone around Iranian nuclear sites, the strategic importance of the…
TraderTV Live spent much of this episode on intraday chart setups, broad market strength, and then a live reaction to Nvidia’s earnings. The main pre-earnings thesis was…
Andrei Jikh argues Trump’s China trip with major CEOs was really about negotiating a broader monetary reset, not just tariffs, with gold as the key adjustment mechanism…
David Hunter argues the market is in a late-cycle meltup driven mainly by sentiment and positioning, not broad monetary ease, with near-term upside in equities and…
Steve Keen argues that modern recessions and crashes are driven less by government deficits than by private credit creation and asset speculation, with debt-fueled house…
CNBC’s SquawkPod features a long interview with Jeff Bezos at Blue Origin covering wealth inequality, taxes, politics, the Washington Post, Amazon, space, and AI. Bezos…
Peter Robinson interviews Palmer Luckey about Anduril, defense procurement, China, autonomy, AI risk, and American patriotism. Luckey argues the U.S. should act less…
This LCI special frames Iran as a rapidly escalating military and geopolitical crisis: U.S. and Israeli forces are said to be on high alert, the Strait of Hormuz is…
Stephanie Pomboy argued the biggest near-term market shift is that rates are no longer expected to fall, which pressures weak credits, private credit, and highly levered…
Interview with Nicolas Bouzou arguing that France and Europe are too shaped by fear, that the country can still recover through fiscal repair, growth, pensions reform…
Yahoo Finance’s May 20 morning coverage centered on two big themes: the impending SpaceX S-1/IP0 story and a slate of retail/consumer earnings and market read-throughs.…
Gavin Baker argues that AI infra is in an extraordinary demand phase, with frontier-model revenue growth, compute scarcity, and pricing power still favoring the…
Alex Krainer argues that the Iran conflict, broader Eurasian geopolitics, and collateral shortages are driving a Western financial unwind marked by higher oil, surging…
Jordan Roo of Mining Stock Monkey argues the commodity complex is in a broad bull market, but he is selective: he likes cheap commodities with constrained supply…
The video argues that Thomas Massie’s Kentucky primary loss was driven by a massive donor-backed effort to stop Epstein-file transparency and punish Republicans who…
This episode is a long Tocsin morning show built around three main segments: a legal discussion on how to challenge Linky meter installation, a conspiratorial deep-dive…
French-language AI news roundup arguing that several recent product and research releases suggest AI is beginning to optimize itself, accelerate inference, and extend…
NBC News’ primary-night coverage focused on key 2026 races in Kentucky, Georgia, Pennsylvania, Alabama, and Idaho, with the biggest headline being Donald Trump’s…
A long French TV panel frames the Iran crisis as an imminent choice between Iranian capitulation on nuclear issues or major U.S.-Israeli strikes, while experts debate…
This is a live, highly promotional real-estate training session focused on creative finance, especially sub-to deals and a seller conversation with an 80-year-old owner.…
Andy Schectman argues that precious-metals privacy is still intact for ordinary dealer transactions, but that broader financial tokenization and KYC/chain-based systems…
David Hunter argues that equities are near a late-cycle top, with a possible high in coming months and a broader selloff later that could become an 80% bear market. He…
Andy Schectman argues that silver is tightening physically and becoming more strategically important, while gold is being revalued by a global shift away from paper…
Éric Zemmour uses the interview to argue that France’s decline is structural, long-running, and still worsening. He ties the book reissue of Le Suicide français to his…
This is a CEO interview focused on Mogotes Metals’ Filo Sur discovery in the Vicuña district, with the hosts pressing on why the company added other projects, why only…
Alex Krainer argues the China–US summit mostly exposed mismatched priorities: Beijing wants long-term Eurasian security architecture, while Trump wants short-term…
Simon Dixon argues the China/US summit, Russia-China coordination, and the recent military/posturing around the Strait of Hormuz are all pieces of a managed transition…
French panel show centered on Trump’s reported decision to delay Iran strikes, with a long secondary segment on AI, senior employment, cyber risk, and a brief…
A Bulwark host and guest discuss the Trump administration’s new settlement/compensation fund for January 6 defendants and alleged Trump allies, focusing less on the…
Scott Melker frames the day’s biggest markets story as the SEC potentially allowing tokenized trading of public stocks without issuer permission, arguing that the clean…
David Hunter argues the market is still in the final melt-up phase of a long secular bull market, with further upside in equities, metals, and selected cyclicals before…
A Senate appropriations hearing with Acting Attorney General Todd Blanche centered on DOJ's FY27 budget, immigration enforcement, violent crime, BOP staffing, grant…
This is a bullish company interview about Marimaca Copper’s shift from an oxide story to a potentially district-scale sulfide discovery at Pampa Medina, while also…
Yahoo Finance’s morning and market-catalyst coverage centered on rising bond yields, oil/energy shocks tied to Iran, and how those forces are starting to hit…
Adam Taggart interviews economist Arthur Laffer about Trump-era economic policy, tariffs, inflation, oil shocks from Iran, gold, and state-level tax competition. Laffer…
George Noble argues the macro backdrop has shifted against bonds, broad index exposure, and passive investing, while favoring energy, gold miners, resources, and…