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.
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Ed Steer argues that precious metals are near a bottom after months of managed selling, with commercial shorts largely done covering and increasingly large December gold…
TraderTV Live spent most of this session on a broad intraday market wrap: the speakers argued the day was a heavy selloff in tech and momentum names, with Tesla, Apple…
Eric Basmajian argues the real cycle is being led by housing and manufacturing, not the S&P 500, and that housing is the key weak link to watch for recession risk. He…
Bloomberg’s Open Interest spent most of the session on a weaker-than-expected June payrolls report, falling Treasury yields, and the market reaction across tech, AI…
Mario Nawfal interviews Philip Pilkington about the Iran conflict, the Strait of Hormuz, and oil pricing. Pilkington argues the war has not really ended; instead, the…
TraderTV Live framed the session around a disappointing June jobs report, shifting rate-cut/hold expectations, and a very mixed tape where mega-cap tech diverged…
Bloomberg Surveillance focused on the AI trade’s narrative shift, the OpenAI-government stake proposal, Apple’s reported push to source Chinese memory chips, and then a…
Henrik Zeberg argues the U.S. economy is already rolling over beneath the surface and that a recession call is now structurally in place, even though the market has not…
Jeremy Grantham argues the U.S. market is in a major AI-driven bubble and says investors should be defensive, diversified, and avoid concentrated U.S. tech exposure. He…
Bloomberg’s China Show framed the session around a sharp Asia rotation driven by U.S. tech weakness, especially the Meta news that it may rent out AI compute. That hit…
Bloomberg’s The Close framed July 1 as a noisy, rotation-heavy start to the second half, with semis and software under pressure while Meta surged on reports it may…
This is a broad TraderTV Live market wrap dominated by the July 1 open, a sharp Meta rally on reports it may build a cloud/compute business, and a related risk-off hit…
Long live interview focused on Europe’s industrial decline, China’s industrial rise, energy dependence, and what that means for the euro, trade, and French policy.…
A TraderTV Live midday market wrap centered on Meta’s sharp rally after Bloomberg reported the company is building a cloud business to monetize excess AI compute. The…
A Bulwark interview with Sarah Longwell and Supreme Court scholar Steve Vladeck about the Court’s end-of-term decisions, especially birthright citizenship, presidential…
A Bloomberg Open Interest panel from Sintra centered on new Fed Chair Kevin Warsh’s refusal to give forward guidance, his insistence on returning inflation to 2%, and…
Tom Bilyeu’s episode is a long, highly opinionated live commentary on Supreme Court rulings, immigration, money in politics, New York City politics, AI regulation, and a…
TraderTV Live spent this session on a broad market wrap, but the dominant theme was Meta’s reported plan to launch a cloud business to sell excess AI compute. The hosts…
Bloomberg Surveillance spent most of the day on a single macro setup: AI capex is still powering equities, but the market is increasingly rotating beyond mega-cap tech…
Peter Schiff argues that gold has reset after a sharp rally and pullback, with negative sentiment and a higher probability of being bought on dips than breaking down. He…
Long interview/podcast between Oseille TV and Olivier Roland about his Ousama Amar dispute, AI-driven productivity, ETF investing, expatriation, surveillance, and the…
Michael Gentile argues that the core driver for gold, silver, and select resource equities is still the same: rising sovereign debt, higher interest costs, deficits…
This Tocsin episode is a multi-segment morning show: a legal/political segment on a mayor fined after refusing a marriage involving a person under an OQTF, a long…
Tavi Costa argues that the recent dollar strength is temporary, that the dollar must weaken over time for the system to remain stable, and that gold remains in a…
Trader TV Live ran a broad morning-to-afternoon market wrap centered on the Nasdaq’s strong quarter, AI/semis leadership, falling crypto, and a cluster of news-driven…
Francis Hunt argues that the long-term erosion of dollar dominance is already underway and that gold’s recent correction is more likely a medium-term pause than a major…
Professor Robert Pape discusses with Mario Nawfal the escalating US-Iran confrontation, framing it through his long-standing "escalation trap" model. Pape argues Iran is…
Trader TV Live spent this session focused on intraday small-cap momentum, megacap tech strength, and a stream of catalyst-driven headlines. The hosts repeatedly…
Elijah Magnier argues the Iran–Oman Hormuz fee proposal is a real Iranian/Omani move with no U.S. role, and he treats it as part of a broader regional struggle that now…
Jesse Felder argues this is a highly contrarian setup in energy: oil fundamentals are strong, inventories are extremely tight, sentiment is extremely bearish, and he…
Grant Sanderson (3Blue1Brown) discusses AI's accelerating progress in mathematics, framing math as the frontier where AI is advancing fastest. He explores why IMO gold…
This Bloomberg Surveillance episode centers on a late-June market backdrop of strong U.S. equities, falling oil, a very weak yen, and shifting expectations around the…
TraderTV Live’s morning market wrap was a fast-moving trading desk session centered on the broad market’s strong first half, the ongoing rotation beneath the surface…
This was a Yahoo Finance daily market wrap dominated by the quarter-end rally, the AI/capex trade, and questions about whether the market is becoming stretched. The…
This interview centers on Etch, a startup building full-stack AI inference hardware and rack-scale systems to challenge Nvidia on cost, latency, and throughput. The…
Andrew Pancholi argues that cycle analysis is warning of a more serious turn in US equities than a routine pullback. He says smart money is leaving stocks, he is more…
Clem Chambers argues that the biggest market story is not gold or oil alone but the coming AI/energy/geopolitical race between the U.S. and China. He is bearish near…
Harry Melandri argues the market is showing stealth tightening in credit and liquidity, not a clean broad-based risk-off break. He links AI capex, equity issuance…
Bloomberg’s Haslinda Amin episode centered on three linked themes: yen weakness, Iran/Hormuz risk, and market leadership from AI chips and select income assets. On the…
This episode is a documentary-style debate about the global AI race, with heavy focus on U.S.-China competition, data centers, chips, rare earths, military uses, and…
Trader TV Live spent most of the session on active tape-reading and trade management, but the biggest headline was Super Micro Computer (SMCI) falling on reports that…
TraderTV Live spent most of this session on a broad market wrap: a relief rally tied to Iran ceasefire hopes, strong tech participation, and a very active…
Tom Bilyeu argues the U.S.–Iran clash is not trending toward peace but toward a durable contest over the Strait of Hormuz, where Iran will try to extract leverage…
Bloomberg Surveillance focused on the latest market bounce, the Fed’s shifting reaction function, AI capex/funding concerns, and the fragile U.S.-Iran truce. Guests…
An interview on De Telegraaf’s Kwestie van Centen with energy researcher Remco de Boer about Europe’s energy vulnerability, especially the low Dutch/EU gas storage…
Bloomberg’s segment centered on two linked themes: de-escalation between the U.S. and Iran, and South Korea’s huge new semiconductor investment push. The interviewees…
Bloomberg TV’s China Show focused on a three-way market setup: relief in crude after U.S.-Iran de-escalation, a powerful but crowded AI-memory/trade rotation across…
Bloomberg’s Asia Trade focused on three linked market drivers: the fragile U.S.-Iran cease-fire and its impact on oil, South Korea’s planned mega-cap semiconductor…
Martin Armstrong and Jim Rickards argue that gold’s main driver is geopolitics, not inflation, and that Russia’s reserve strategy helped it withstand sanctions. They…
Andy Schectman interviews Robert Kientz about gold, silver, central-bank buying, and the move toward a digital financial system. Kientz argues that the old fiat system…
Jeff Snider argues that you should structure a portfolio around market-based monetary signals, not Fed rhetoric or macro models, and he uses TIPS breakevens, the…
Mario, joined by Peter Carlin, argues that the recent surge in very large gold call options could reflect more than speculation: possibly structured hedging…
Edward Fishman argues that the Iran war has changed the global economy by proving that chokepoints can be weaponized, especially the Strait of Hormuz. His core view is…
Mario Nawfal interviews Yishai Fleisher, an Israeli settler broadcasting from Hebron, in a wide-ranging discussion about the Israel-Lebanon deal, Hezbollah, Iran…
Interview with Dr. Adnan Elbakri about predictive medicine, AI in diagnostics, and his vision for a 5P model of healthcare. He argues medicine should shift from treating…
Louis Gave argues that the dominant market setup is still an inflationary boom, not a deflationary bust. He thinks AI/semis are extremely crowded, expensive, and…
Bloomberg This Weekend was a multi-topic market-and-news wrap centered on Iran/Strait of Hormuz risk, Venezuela earthquake relief, AI/tech volatility, Europe’s heat…
Chris Martenson and Mario Nawfal dissect the Iran-US conflict through an oil-market lens, arguing that oil prices are being artificially suppressed via massive paper…
Lance Roberts argues the market remains vulnerable because breadth is weak, leverage is at record levels, and the current AI/semiconductor trade is increasingly crowded…
Bloomberg’s The Close spent most of the episode on a jittery, volatility-heavy market tape: the S&P 500 ended the week lower, semis were the main source of weakness, oil…
A detailed biographical account of Catherine Perez-Shakdam — a French-born Jewish woman who converted to Islam, married a Yemeni man, wrote for Iranian state media…
A long live market discussion centered on whether the AI/data-center boom is a bubble, with the host arguing that investors are rotating into fintech and some software…
A long interview about China’s growing role in gold markets, possible U.S. gold revaluation, and the idea that liquidity stress is driving recent weakness across assets.…
This was a fast-paced TraderTV Live midday market wrap focused on the AI selloff, OpenAI IPO-delay headlines, semis, Apple’s memory-cost story, Middle East/geopolitics…
Michael Howell argues that global liquidity already peaked and is now slowing, which he thinks is the main driver behind weaker gold, weaker Bitcoin, rising yields, and…
Bloomberg’s Open Interest spent the day on a broad “tech jitters” theme: Micron’s strong pricing power helped trigger a reassessment of AI supply chains, OpenAI’s IPO…
Bloomberg Surveillance focused on a market rotation out of the most crowded AI/hyperscaler winners and into chipmakers, value, and other cyclical pockets, while also…
TraderTV Live spent the session on a volatile risk-off open in tech, with Nasdaq and S&P futures weak, Apple and Micron driving the tape, and later a partial intraday…
The video argues that gold and silver are entering a revaluation phase driven by debt stress, currency debasement, and rising physical demand from Asia. Luke Gromen and…
Anndy Lian argues that crypto’s real path forward is not anti-state rebellion but practical integration: better use cases, real decentralization, and industry-led…
David Hunter lays out a highly bearish near-term macro view: he thinks the cycle ends this year, a deflationary bust could hit first, unemployment could reach double…
Zach Rector argues that a $100 XRP is mathematically possible if XRP’s market cap multiplier and eventual real-world liquidity demand continue to scale, and he revisits…
Mario Nawfal interviews Larry Johnson in a geopolitics-heavy recap focused on Iran, the Strait of Hormuz, Lebanon, Syria, and Ukraine. The conversation is skeptical of…
Michelle McCori interviews Andy Schechman about a cluster of gold-market signals: a newly priced U.S. Mint commemorative coin, unusually large December gold call options…
Bloomberg’s The Close was a mixed market wrap dominated by three themes: stronger-than-expected Micron earnings and Qualcomm’s AI/data-center push, Apple’s price hikes…
This is a geopolitical market discussion centered on the Iran-Israel-US confrontation, the fragility of the ceasefire, and how the fighting intersects with oil, Ormuz…
Yahoo Finance Live covered a broad end-of-day market wrap dominated by the AI hardware trade, with Micron’s blowout quarter sending memory and semiconductor names…
TraderTV Live ran a fast-moving market morning centered on PCE/GDP data, Micron’s blowout earnings, and a sharp intraday rotation out of mega-cap tech into semis, banks…
This is a political-market interview centered on Iran, U.S. foreign policy, and how the recent war/negotiations exposed global alignments. Patrick Bet-David says people…
Eric Sprott argues that the recent selloff in gold and especially silver is a manipulative, bank-driven shakeout rather than a change in fundamentals, and he expects…
Rick Rule argues the near-term setup for gold is vulnerable because higher U.S. rates would likely strengthen the dollar and pressure dollar-denominated assets…
A geopolitics livestream focused on Ukraine military aid, European rearmament, and the accelerating effort to build Ukraine-linked weapons production outside direct US…
Bloomberg’s Open Interest centered on Micron’s blowout quarter, which reignited the AI trade and pushed semis sharply higher, while Apple’s broad price hikes became the…
Bloomberg Surveillance centered on a sharp post-earnings rerating of Micron, which reignited the AI trade and helped lift U.S. equities, even as the hosts debated…
TraderTV Live spent most of the session on Micron’s blowout earnings, the semis/memory super-cycle narrative, and the market’s sharp reaction to PCE/GDP. The hosts…
This Yahoo Finance Morning Brief / Market Catalyst episode was dominated by three themes: Micron’s blowout quarter and what it says about the AI memory cycle, Qualcomm’s…
This is an interview with former Citadel quant Neil Somani about power trading, quant workflows, and how his experience in asymmetric commodity markets shaped his…
The video is a Ukraine war update focused on Ukrainian strikes deep inside Russia and occupied Crimea, and the resulting fuel/logistics disruption. The speaker argues…
Bloomberg's "The Pulse" centers on Micron's blowout AI-linked earnings, the drop in Brent after Iran-war gains, and the market implications for inflation, rates, and…
Bloomberg’s Opening Trade centered on Micron’s blowout earnings and what they imply for the AI-memory trade, with a strong follow-through in European semiconductor…
Jeremy Grantham argues the U.S. market — especially big tech and AI-linked names — is in a major bubble that is likely to break, and he recommends ordinary investors…
A group astrology discussion frames 2026 as a major inflection point, with the speakers repeatedly centering AI, geopolitics, and the summer 2026 Mars/Uranus and…
This is a geopolitical interview framed as a news recap, centered on claims about Israeli covert action, Pakistan’s emerging regional role, Iran talks, Lebanon/Syria…
Bloomberg’s panel and interview centered on three linked political-market themes: Trump’s clash with Congress over the Save America Act and a delayed housing bill, his…
Alex Spiro argues the tape is weakening despite Micron’s huge earnings beat: equities briefly stabilized, but the more important cross-asset signals—gold down, the…
A narrative history video about the 1964 Rome airport trunk incident, where Egyptian intelligence tried to abduct suspected double agent Mordechai Luke (operating as…
Bloomberg’s The Close centered on Micron’s earnings as a test of the AI trade, while broader markets slid on lower oil, falling yields, and a rotation inside tech. The…
The episode argues that Putin’s missile and drone escalation around Kyiv is less about military breakthrough than about intimidation, messaging, and compensating for…
Micron reported a blowout quarter and raised guidance far beyond expectations, with management arguing AI-driven memory demand and supply constraints are structurally…
Andy Schectman argues the post-war financial system is losing trust and that this is pushing countries toward alternative settlement rails, gold hubs, and non-dollar…