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 38,829 analyses · page 18 of 22
French TV panel on the Strait of Hormuz framed Trump’s new ‘Project Liberté’ as an attempt to force open the waterway with U.S. naval escort, but most guests were…
Andy Schectman argues that recent gold and silver price weakness is a deliberate paper-market move that obscures a much tighter physical market. He points to rising…
Jefferson Fisher argues that most people struggle with communication because they were never taught it, only modeled it, and that effective conversation depends on…
A long-form interview on Excess Returns about why relationship-based, in-person research still matters in stock picking, especially for micro caps. Ian Cassel argues…
Andrew Huberman interviews psychiatrist Dr. Paul Conti about a strength-based, practical framework for mental health, agency, trauma, and self-examination.
The video argues that Microsoft and OpenAI’s long-running partnership has effectively unwound as OpenAI sought more freedom on cloud distribution, product shipping, and…
This Bloomberg Investigates piece argues that Russia’s Storm-1516 disinformation operation is a highly effective, AI-assisted narrative laundering campaign built to make…
Scott Galloway argues that AI is overhyped as a labor-apocalypse story and is being used partly as fundraising/valuation theater, while the bigger social risk is…
A heated discussion argues that China’s growth model is real but misunderstood: Steve Keen defends China’s high investment, state-directed banking, policy…
Michael Oliver argues silver is in a major momentum breakout and could reach $300-$500, potentially by this summer, with gold also rising but lagging. He frames the move…
Dennis Porter argues that Bitcoin is increasingly being treated in Washington as infrastructure for national security, not just as an asset. He says the biggest…
Francis Hunt argues silver is still in a long-term breakout structure but may face near-term weakness because the gold/silver ratio could first rally toward the…
A comedy food-review episode where Keith and guests sample Dairy Queen’s full menu and react mostly positively to the brand’s ice cream treats, while criticizing several…
James Grant argues that the bond market is being squeezed by persistent inflation, heavy public and private debt, and years of ultra-low rates that encouraged risky…
The video argues that the Gila monster is terrifying in reputation but not a practical human threat: bites are rare, attacks are usually defensive, and fatalities are…
Willem Middelkoop argues that the world is already in a monetary reset: the dollar system is fragmenting, gold is re-entering the institutional conversation, and…
The speaker argues that DeepSeek’s V4 marks a major AI inflection point: a large, open-source Chinese model that is far cheaper to run than leading closed models while…
A narrated historical intelligence story about Mossad’s Operation Diamond: how Israel used an elaborate cover identity and family extraction plan to persuade Iraqi pilot…
Theo argues Anthropic’s Claude Code billing and third-party harness restrictions are badly designed and can cause users to be charged extra based on system prompt or git…
Yahoo Finance’s May 1, 2026 market coverage framed the tape as a tech-led rally with mixed breadth: the Nasdaq, S&P 500, Russell 2000 and small-cap benchmarks closed…
A long-form interview with Joe Studwell argues that Africa’s economic future is best understood through demography, state formation, and agriculture rather than…
Bloomberg’s video argues that Jane Street has become one of the most powerful and secretive firms on Wall Street by dominating ETF market making, arbitrage, and…
Sarah Longwell interviews Kate Shaw about the Supreme Court’s Louisiana v. Callais decision and its effect on the Voting Rights Act. Shaw argues the ruling is a major…
Lynette Zang argues that recent gold, silver, and oil price behavior reflects a broader breakdown in the paper/contract-based financial system, rising geopolitical…
This transcript is a chaotic playthrough/commentary of a Roblox-style yandere visual novel/game. The speaker and a friend react to a house full of girls with jealousy…
A conversation centered on Dominic Frisby’s case for gold as humanity’s oldest, most durable form of wealth and money. The exchange blends history, mythology, monetary…
Yahoo Finance Live framed the day as a broad month-end rally led by megacap tech and semiconductors, while the Middle East conflict kept oil, inflation, and Fed policy…
This was a TraderTV Live after-hours earnings stream focused on a cluster of large-cap and growth reports, especially Apple, SanDisk, Western Digital, Reddit, Rivian…
This LCI panel argues that Donald Trump is weighing a new, potentially escalatory military phase against Iran after being briefed by CENTCOM/SOCOM chief Admiral Brad…
An ATP Geopolitics livestream with Jonathan M.S. Pearce and a guest identified as James from Why Ukraine / Azov’s drone lab focused on how Ukraine’s war is increasingly…
A roundtable of Neil Ferguson, HR McMaster, and John Cochrane uses the Constitution as a framework to discuss sovereignty, rights, federalism, standing armies, free…
The video is a live midday market monitor focused on the post-earnings reaction across mega-cap tech, especially Google/Alphabet’s huge rally versus weakness in Meta and…
Michael Saylor argues that persistent currency debasement, AI-driven automation, and compounding government claims on wealth are making labor less reliable as a path to…
A volatile TraderTV Live market wrap focused on big-tech earnings, GDP/PCE data, Fed politics, and oil headlines. The hosts said Alphabet was the clear standout, Meta…
This Yahoo Finance morning coverage centered on the after-hours shock from big tech earnings, especially the tension between heavy AI capex and near-term business…
Chris Macintosh argues that narrative is lagging physical reality: supply-chain disruption, higher input costs, and underinvestment in hard assets are starting to show…
A long, mostly conversational episode that starts with drinks and meanders through social commentary, media incentives, mental health labeling, kratom addiction, AI…
Danielle DiMartino Booth argues Powell’s decision to stay on as governor protects Fed independence and improves his legacy, while still criticizing the Fed for not…
Lewis argues that Stripe and Coinbase’s new agent-payment systems make stablecoins the first truly essential crypto use case because AI agents need instant, tiny…
Scott Melker and Austin Campbell focus on three linked crypto stories: Jerome Powell staying on as Fed chair, the Tether/21 Capital/Electron merger proposal, and the…
Larry Johnson argues the war in Ukraine is moving toward a Russian military victory, not a negotiated settlement, and says the West keeps misreading Moscow’s stated red…
Dr. Mark Thornton argues that the Iran-related disruption in the Persian Gulf is a major supply shock that will ripple through energy, fertilizers, chemicals, shipping…
A French-language commentary argues that SpaceX is no longer just a rocket company but the core of a Musk-led, vertically integrated industrial empire spanning launch…
A narrated geopolitical/espionage explainer about Mossad agent “M” and a covert Israeli-Iranian procurement-disruption mission in northern Italy that ended with his…
Yahoo Finance’s special Fed coverage centered on the Fed holding rates steady while delivering a surprisingly divided statement and Powell’s last press conference as…
A Bulwark podcast segment centered on Trump’s authoritarian symbolism, the Comey indictment, media-company fear, the Iran conflict, and what all of it means for Trump’s…
Rick Rule argues the precious-metals complex can have a long bullish stretch, but silver remains a high-volatility, cyclically driven trade rather than a stable hold. He…
Steve Hou argues AI is already a real bubble, but that label should not be used to dismiss its macro and market impact. He says the buildout cycle is large enough to…
A long interview with Will Thiel argues that Ukraine’s drone and missile campaign against Russian refineries, terminals, pumping stations, and related logistics is…
Martin Armstrong argues that modern governments and supranational institutions are driven by short-term politics, not long-range strategy, and that this lack of…
Bob Ryan argues the Iran–UAE–OPEC shock is keeping oil structurally tight, with backwardation, refinery stress, and rising recession risk feeding into bonds, inflation…
Blackboard-style interview where Reiner Pope explains the math of LLM inference: batching, memory bandwidth, compute limits, KV cache, sparsity, and MoE communication…
A shipping-focused roundup centered on how the Persian Gulf/Hormuz disruption is rippling through maritime law, container trade, tanker flows, LNG, dry bulk, canal…
Steve Hanke argues the UAE’s reported exit from OPEC is a rational response to rising Gulf insecurity and a desire to pump more oil now, while he expects higher oil…
A long-form interview between Steve Barton, Mike Rothman, and Rick Rule argues that the oil market is much tighter than consensus believes and that the Iran/Epic Fury…
A long-form interview on CapitalCosm with Danny hosting Simon Dixon and Simon Michaux. The discussion centers on a claimed elite-driven transition from the current…
Rory Johnston argues the Strait of Hormuz closure is a historic oil shock because roughly 20% of global oil flows through it, and the market’s reaction has likely been…
Bruno Le Maire argues that the Ukraine/Iran-era world has exposed a strategic divorce between Europe and the United States, forcing Europe to build military, financial…
The episode is mostly a wide-ranging business and media conversation that uses two concrete case studies: Grand Theft Auto 6 as a coming micro-economy, and TBPN’s…
The discussion argues that AI-driven layoffs are real in parts of tech, but the idea of universal high income is still mostly speculative. The guest is skeptical that…
Michael Howell argues the market is not crashing because global and U.S. liquidity are still supportive, even as the global liquidity cycle is rolling over. He thinks…
A long live geopolitics stream that mixes current-conflict updates with a broader argument that the Trump era is accelerating allied drift away from the United States.…
TraderTV Live opened with a broad risk-off / AI-earnings setup: Oracle and other OpenAI-linked names were weak on reports that OpenAI may be missing internal revenue and…
Duneberg argues the oil market is behaving strangely because the quoted price only makes sense once you specify contract, location, timing, and quality. He says the…
Paul Tudor Jones frames his career around risk management, liquidity, and riding major trends rather than conventional long-term investing. The conversation moves from…
This is a long-form interview with former U.S. negotiator Robert Malley about Iran, Israel-Gaza, and the mechanics of diplomacy. His core view is that Trump-era coercion…
This is a geopolitical strategy discussion centered on Eyck Freymann’s book on how to deter war over Taiwan. The core argument is that Taiwan matters for democracy…
A long Tocsin morning show built around three segments: Jeffrey Epstein, a media-politics fight over France's public broadcasting report, and an interview with Dr.…
A long-form narrative on a Mossad-style assassination operation, told from the perspective of an intelligence officer weighing tactical success against shifting target…
This episode is a rules-based market discussion that turns into a strong argument that markets are increasingly being managed through policy, narrative, and flow control…
Arthur Hayes argues the Fed’s recent ESLR/banking-regulatory change is the real near-term liquidity catalyst for crypto, because it encourages banks to expand balance…
Tom Bilyeu frames the episode around the latest Trump assassination attempt, a Southern Poverty Law Center funding scandal, the political economy of narrative warfare…
Freya India argues that young liberal women in the Anglosphere are being shaped by social media, therapy culture, and market logic into more anxious, pessimistic, and…
David Sinclair and Peter Diamandis discuss an imminent first-in-human epigenetic reprogramming trial, the possibility of age reversal, and Sinclair’s personal longevity…
Michael Oliver argues that silver is still dramatically undervalued relative to gold and other real assets, and that it may undergo a very fast repricing into a new…
Scott Galloway argues that young men need a code built around provider, protector, procreator, service, fitness, and willingness to hear no. He frames big tech, porn…
Chris Vecchio and Jamal Chandler frame the market as still technically strong but increasingly stretched, with earnings and Wednesday’s Fed meeting as the key near-term…
Dean Ball argues that the Pentagon’s attempt to force Anthropic to accept an “all lawful use” clause for Claude is not just a procurement dispute, but a major test of…
A long-form sex-education interview with urologist Dr. Reena Malik focused on what improves sexual function, desire, arousal, orgasm, and penis health. The conversation…
The discussion centered on silver’s near-term delivery risk at COMEX, a possible “stealth force majeure,” and a broader bullish thesis for gold, silver, and miners.…
Steve Keen argues that a war disrupting the Strait of Hormuz would be far more dangerous through fertilizer supply shocks than through oil alone, potentially triggering…
Preston Byrne argues that the UK has become materially less free on speech, and that the Online Safety Act and Ofcom are being used to export British censorship pressure…
The video argues that Trump’s anti-CBDC stance was paired with a far more consequential policy shift: the GENIUS Act normalized privately issued, Treasury-backed…
A weekly Excess Returns recap centered on interviews with David Rosenberg, Chris Bloomstran, Travis Apprentice, and Cameron Dawson about valuation, disruption, passive…
Rick Rule argues that the mining sector’s most important deals are the ones where infrastructure and geology create real per-share accretion, not just headline premiums.…
Elijah Magnier argues that US-Iran negotiations are not real negotiations but an American attempt to dictate terms, centered on zero enrichment, mistrust, and leverage.…
A long-form espionage narrative about a Mossad deep-cover operative using a religious/conservative identity to infiltrate an IRGC social network, build trust through…
Patrick Boyle argues that markets are dangerously underpricing a real physical energy shock centered on the Strait of Hormuz. He says futures and equity markets are…
Andy Stumpf argues that modern war is becoming a dangerous blend of high-tech surveillance, drones, and AI-assisted targeting layered over very old-school close combat.…
The video argues that GitHub stars have become a heavily gamed reputation metric, with fake-star marketplaces, bot networks, and aged accounts being used to inflate…
Peter Schiff argues the U.S. economy is already weak beneath nominal stock-market strength, and that Trump-era policy is amplifying inflation, debt, and dollar risk…
Jay Singh argues the market is caught between exceptionally strong earnings and three major risks: the Iran war, private-credit stress, and higher-rate pressure on tech…
A narrated espionage-style account of how Mossad allegedly penetrated Iran’s nuclear-security ecosystem, used a long-term deep-cover procurement source, and enabled the…
Nicholas Kristof argues the Iran war has been a strategic mistake: it set back U.S. capabilities, may accelerate Iranian nuclearization, strains missile inventories…
Michael Oliver argues silver remains deeply undervalued versus gold, copper, homes, and money supply, and that a repricing toward a new range could happen quickly…
A long interview about Iran, empire, and elite conflict argues that the war is not really about winning on the battlefield but about using conflict to restructure global…
This is a fast, bullish live market wrap focused on Nvidia’s move toward fresh highs, a broad semiconductor surge, and the speaker’s conviction that AI demand is still…
This LCI roundtable treats the Strait of Hormuz as the main flashpoint in a possible US-Iran escalation. The panel argues that Washington is using carrier deployments…
Josh Young argues the recent Hormuz shock has not fully been priced in, but also says the market is now swinging between extremes: too complacent on one side, and too…
This is an interview about Grüns founder Chad’s journey from idea to a $1.2B sale to Unilever and the playbook he used to build a fast-growing consumer brand. The core…