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 2,160 hand-picked highlights from a library of 38,531 analyses · page 15 of 22
George Noble argues the macro backdrop has shifted against bonds, broad index exposure, and passive investing, while favoring energy, gold miners, resources, and…
Craig Hemke argues the precious-metals bull market is being driven by negative real rates, persistent liquidity support, and inflation that central banks cannot fully…
Doug Clinton and Gene Munster argue that AI is still early, enterprise adoption is accelerating, and the biggest bottleneck is power and infrastructure rather than model…
A divorce lawyer argues that money is one of the main hidden forces in marriage, not because wealth alone causes breakups, but because couples fight over risk tolerance…
Raoul Pal argues that blockchain, AI agents, and tokenized finance are converging into a once-in-a-generation infrastructure boom, with Sui positioned as one of the few…
Michael Hudson argues that today’s rising rates, war-related oil shocks, and debt-heavy financial system are combining into a broader economic breakdown. He says higher…
This is an interview-style conversation focused on Gary Vaynerchuk’s operating philosophy and the business empire he says he has built around content, relationships, and…
François Asselineau argues that the Trump–Xi meeting exposed a major shift in global power, with China now able to pressure the United States on Taiwan, chips, and…
A long members-only pub chat centered on Ukraine war analysis, Russian and Belarusian politics, UK politics, immigration, and a few off-topic personal/member Q&As. The…
A long Tocsin morning show built around three major segments: Epstein documents and alleged political/intelligence connections, a human-interest climb of an Aneto cross…
French news panel focused on Donald Trump pausing planned strikes on Iran while keeping a threat of a larger attack if a nuclear deal fails.
Pace Morby uses this livestream to teach how he finds distressed single-family deals via DealSauce filters, why he targets low-equity and pre-foreclosure situations, and…
Luke Gromen argues gold is entering a major multi-year revaluation driven by US debt, foreign reserve dynamics, and global settlement shifts rather than just inflation…
Jim Cramer argues the market is being driven by violent rotation rather than conviction, and that the best way to use those swings is to buy strong businesses on…
Yahoo Finance Live framed the day as a classic macro stress tape: oil, inflation fears, and higher Treasury yields pressured stocks, while the show also covered a major…
A live New York session day-trading stream focused on NASDAQ futures, with the speaker repeatedly framing the day as a range/chop environment and trading around VWAP…
French LCI panel opening on Iran escalation and its spillovers into French economics, followed by a long segment on fuel prices and a second segment on French regulatory…
A geopolitics livestream focused on U.S. relations with China, Iran, Greenland, and Europe, while also veering into Trump’s domestic political troubles, Russia-China…
Luke Gromen argues that gold is being quietly revalued inside the global monetary system as the U.S. effectively settles part of its trade deficit with China in gold…
Matthew Piepenburg argues that markets are disconnected from fundamentals because of central-bank liquidity, while bond markets, gold, China, and de-dollarization are…
Josh Young argues that the Strait of Hormuz disruption is still supporting oil, and that even if it reopens, the price impact may be slower and less severe than many…
The panel argues that Ukraine’s large drone strikes on Moscow signal a meaningful shift: Russia’s capital and industrial depth are now vulnerable, Putin’s domestic…
Yahoo Finance’s Brian Sozzi interviews TKO CEO Mark Shapiro about his career path and TKO’s live-events machine, with the discussion centering on WWE, UFC, PBR, and how…
A Bulwark live episode centered on Trump, MAGA infighting, and a series of bizarre right-wing scandals, with the biggest market-adjacent item being a reported IRS…
A documentary-style report about euthanasia, assisted suicide, and palliative care in France, Belgium, and Switzerland, centered on end-of-life choices made by patients…
A long roundtable on falling fertility argues that low birth rates are a structural civilizational problem, driven mostly by delayed pairing, later parenthood, and…
A Systematic Investor episode focused on two research papers: one on betting against beta and one on decomposing trend following into beta timing versus within-asset…
Luke Gromen argues that the market is moving into a new commodity and monetary regime where gold is the pivot. In his view, the dollar can remain the dominant…
This Macro Monday episode argues that the recent Bitcoin selloff, rising geopolitical risk, and a global bond-market stress event are all part of the same macro setup…
David Epstein argues that creativity, satisfaction, and even freedom improve when people accept useful limits rather than chasing total autonomy. Using examples from Dr.…
A conversation about social anxiety, social connection, and why small real-world interactions often improve well-being more than people expect.
Aled Maclean-Jones argues that Tom Cruise’s recent films are really about embodied competence: learning by doing, tacit knowledge, and the appeal of physical skill in a…
An interview-style discussion centered on Eric Schmidt’s view that Ukraine is the laboratory of future warfare and that AI will reshape both battlefield doctrine and…
Bloomberg’s piece argues that Jeffrey Epstein’s power came from a repeatable model: he used wealth, selective philanthropy, introductions, and highly transactional…
Dr. David Unwin argues that modern diets high in carbohydrate and ultra-processed food are driving a metabolic-health crisis, especially fatty liver, insulin resistance…
Le plateau débat d’une possible reprise ou escalade de la guerre Israël–Iran, avec Trump et Netanyahou en coordination étroite, des signaux militaires visibles et un…
Luke Lango argues that Elon Musk’s businesses are converging into a single AI empire, with SpaceX’s planned IPO as the key catalyst. He highlights four related…
This weekly wrap centers on bubble dynamics, especially AI, monopoly power, capex booms, and private credit risk, using clips from Jeremy Grantham, Andy Constant, Edward…
Luke Gromen argues the U.S. is trapped between defending the dollar and defending Treasuries, with the Iran/Hormuz shock accelerating an already fragile…
Michael Oliver argues silver has already broken out of a decades-long suppression pattern and could accelerate sharply after a brief consolidation, with his near-term…
Steve Keen argues that the Strait of Hormuz disruption is not just an oil-price shock but a physical supply shock that could trigger global famine and a broader collapse…
Rick Rule argues silver miners still offer better speculative upside than physical silver, but he frames the choice as portfolio-specific rather than universal. He is…
Mike Green argues that passive and systematic flows—not the usual narrative drivers—are still dominating stock prices, and April’s violent rebound was largely a…
The speaker argues that the real market story is not AI or headlines but a looming government bond crisis, and that this bond-market weakness is likely to force central…
This documentary argues that IKEA’s success is driven by a tightly engineered sales machine: store layout, timed selling, product prioritization, flat-pack assembly, and…
The video argues that Europe, led by the ECB, is mounting a regulatory and strategic campaign against dollar-backed stablecoins—especially Tether—because they reinforce…
Michael Oliver argues that the stock market is late-cycle and becoming fragile under the surface, with semiconductors and AI masking weakness elsewhere. He is much more…
French TV panel on LCI centered on Trump’s posturing, Iran, the Strait of Hormuz, Gaza, Lebanon, and Taiwan. The speakers argued that Trump is using social media and…
A narrated espionage story about an IRGC asset who spent six years posing as a rabbi in Jerusalem, was ultimately exposed through slow pattern recognition and one…
Alasdair Macleod argues that gold and silver are being suppressed in paper markets by a shrinking pool of Western sellers, while physical demand and central-bank…
Michael Oliver argues that a widening government-debt and bond-market problem will force more monetary accommodation, and that the main beneficiary will be monetary…
Simon Hunt argues that the China-U.S. summit changed little and that the real market driver is rising geopolitical risk around Iran and the Strait of Hormuz. His core…
Peter Schiff argues that inflation is reaccelerating, the Fed is boxed in, bond yields are headed much higher, and the U.S. is drifting toward a debt and currency…
A highly bullish, AI-supremacy episode centered on Anthropic’s explosive demand, its compute expansion via SpaceX/Elon infrastructure, and the broader “singularity…
The video argues that BlackRock’s crypto push is no longer just about IBIT, but about BlackRock becoming the institutional gateway and rule-setter for crypto through…
Andy Schectman argues that gold and especially silver are being accumulated by sovereign buyers as a hedge against counterparty risk, sanctions, and a weakening trust in…
Jeremy Grantham argues AI is not a durable profit-booster for the market as a whole; instead it will likely become a cost of doing business after an early adoption…
Michael Oliver argues that the dominant macro risk is not war headlines but a developing government bond crisis, especially in long-dated Treasuries and other major…
The video argues that TSMC and Intel are responding to the end of traditional transistor scaling in opposite ways: TSMC is shifting toward advanced packaging and system…
This is a French news-panel segment centered on Donald Trump’s return from China and the escalating U.S.-Iran crisis, with parallel discussion of Ukraine/Russia…
Luke Gromen argues investors should stop trying to guess the next macro move and instead build a portfolio that survives both deflationary depression and hyperinflation.…
Cramer argues the bond market’s selloff, driven by higher oil prices and war-related inflation fears, has turned the tape risk-off and makes him less aggressive on…
A long-form narrative about an alleged Mossad operation in Beirut that was compromised when a plumber discovered a hidden surveillance room, triggering a chain of…
Yahoo Finance’s May 15, 2026 live market coverage was a broad daily wrap centered on the AI/semiconductor rally, rising yields and inflation fears, and sector-specific…
Pace Morby lays out a layered real-estate deal-finding framework: start with pain-based lists, choose a communication method, then make an offer and only afterward…
The video argues that AI has dramatically accelerated software vulnerability discovery and exploit chaining, making coordinated disclosure, patch monitoring, and…
Luke Gromen argues that the Iran/Hormuz disruption is a much bigger, longer-lasting supply shock than markets are pricing. He says policymakers are effectively trying to…
CNBC’s Squawk Pod centered on Trump’s China trip, with the biggest market-relevant takeaway being the lack of any announced trade deal, Nvidia chip breakthrough, or…
Scott Melker uses this Daily Wolf segment to hit three crypto headlines: Senate progress on the Clarity Act, competing corporate Bitcoin-financing structures from Strive…
Dwarkesh Patel interviews Eric Jang about rebuilding AlphaGo from scratch, focusing on the core mechanics of Go, Monte Carlo tree search, value/policy networks, and how…
Tom Bilyeu and Drew frame Trump’s China summit as a pragmatic, economically driven reset between the U.S. and China, while warning that Taiwan remains the biggest…
Alasdair Macleod argues that the world is moving from a U.S.-led fiat/currency system toward an East-centered order anchored by China, Russia, and Iran, with gold and…
Yahoo Finance’s Morning Brief and Market Catalysts framed the day’s weakness as a pause after a strong rally, with bond yields, inflation jitters, and a China meeting…
A weekly AI news roundup focused on a string of product demos and launches from Thinking Machines, OpenAI, Anthropic, Google, Meta, Notion, Creia, Rivian, and Figure…
Marc Rubinstein argues that the biggest hidden risk in finance is not the banks themselves but the growing web of private credit, insurance, and bank exposures layered…
Nate Hagens reflects on rising personal and collective dread in response to geopolitical, ecological, and civilizational stress, arguing that the emotional burden of…
A France 2/LCI-style panel discussion about two linked flashpoints: Trump’s visit to Beijing with Xi Jinping and a new Iranian seizure near the Strait of Hormuz. The…
Rick Rule argues that natural resources equities still have upside, especially oil, gold, and select copper names, but that investors must balance that against a real…
Gary Savage argues silver has broken out of a huge 45-year base and may still have far more upside than most expect, with $250, $500, and even higher framed as possible…
The episode argues that markets are being driven by an AI/earnings bubble, but the near-term setup is extremely crowded and fragile. The hosts also warn that consumer…
The video explains a new Anthropic method for translating Claude’s internal activations into readable text, arguing this makes AI cognition less of a black box and…
Rick Rule argues that natural resource equities still have upside despite strong runs, but investors must balance that against a real possibility of a 2008-style…
LCI’s segment frames the Trump–Xi state dinner as a high-stakes mix of protocol, trade bargaining, Taiwan brinkmanship, Iran/Ormuz pressure, and great-power rivalry. The…
Daily market coverage centered on AI, semiconductors, consumer spending, autos, and healthcare. The show highlighted Cerebras’s blockbuster IPO, ongoing debate around AI…
Rick Rule argues that the current setup is simultaneously constructive for resource equities and dangerous for the broader market: oil/gold/copper and select miners…
This seminar argues that Taiwan is the central test case for US–China deterrence and that the real danger is not just invasion or blockade, but gray-zone coercion that…
Steven Feldman interviews David Rosenberg about whether investors need a bear market to reset today’s complacent market. Rosenberg argues that sentiment, passive flows…
A multi-guest market roundtable argues that the current market is in an extreme melt-up: equities, semis, and select crypto names keep rising despite hot inflation…
Andy Schectman argues that silver and gold are being accumulated physically by major institutions and sovereign buyers even as paper prices are pressured lower. He…
Rick Rule argues that gold is a superior long-term store of purchasing power, not because gold itself is becoming more valuable, but because the U.S. dollar’s purchasing…
A wide-ranging interview with physicist Dr. Melvin Vopson about information physics, simulation theory, and the idea that the universe is computational rather than…
Interview with Cem Karsan arguing that the recent S&P rally is extremely rare and is being propped up by proactive policy/liquidity management ahead of a larger…
This is a Senate Armed Services hearing focused mainly on Iran, the aftermath of Operations Midnight Hammer and Epic Fury, and AFRICOM posture in Africa. The witnesses…
Raoul Pal interviews artist/collector Coldie about how his work evolved from stereoscopic childhood imagery and LA editorial design into crypto art, interactive digital…
TraderTV Live spent the session on a broad morning-market wrap centered on Nvidia, the Cisco earnings beat, a huge Cerebras IPO, and fast-moving single-name trades. The…
Yahoo Finance’s morning and midday coverage focused on a modestly higher market driven by Nvidia, AI infrastructure spending, and a US-China summit framed largely by…
Cameron Dawson argues the market is still in a powerful uptrend driven by AI capex and resilient nominal growth, but warns that the combination of war-driven oil…
Andy Schectman argues that gold and especially silver are being accumulated for trust/counterparty-risk reasons, not just dollar weakness, and that recent price action…
Luke Gromen argues gold is no longer just a commodity but a monetary and political reserve asset in a system stressed by debt, inflation, and geopolitical fragmentation.…
Chris Macintosh argues the world is moving into a severe shortage-and-debt crisis regime, with food, energy, and other real assets set to outperform paper assets over…