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 2,162 hand-picked highlights from a library of 37,649 analyses · page 7 of 22
This Fox Business segment is a mixed political-market wrap centered on GOP reconciliation fights, Trump’s push to pressure Iran into a deal, and an exuberant pro-SpaceX…
BFMTV covered a breaking geopolitical development: a Pakistani mediator announced that the United States and Iran had reached a peace deal, with a formal signing…
The host argues that the U.S. blockade of Iran in the Strait of Hormuz is now being enforced through direct strikes on non-compliant tankers, including incidents that…
This is a geopolitical interview about the Israel–Iran escalation around Lebanon and a rumored U.S./Trump-mediated ceasefire or deal. Malcolm Nance argues Israel is…
This LCI special is a long-form geopolitical panel about whether Benjamin Netanyahu can derail a U.S.-Iran protocol of understanding after an Israeli strike in Beirut…
Steve Keen argues the Iran conflict and disruption around the Strait of Hormuz are not just an oil story but a broad supply shock that could hit energy, fertilizer, food…
A geopolitics-heavy interview centered on whether Israel’s Beirut strike was designed to bait Iran into retaliating and derail a US-Iran memorandum of understanding.…
This is a geopolitical interview centered on U.S.-Iran conflict dynamics, the limits of coercive escalation, and the regional fallout for the Gulf, Israel, China…
This is an interview focused on the Strait of Hormuz, Iranian/U.S./Israeli negotiations, and the operational reality of keeping oil and LNG moving during conflict. The…
The video argues that Ukraine is increasingly imposing systemic costs on Russia through sustained strikes on logistics, fuel depots, transport corridors, and rear-area…
A long French interview with neurologist Steven Laureys about brain health, consciousness, coma diagnosis, locked-in syndrome, near-death experiences, meditation, and…
Carlos Domingo argues that tokenization is moving from proof-of-concept into real market infrastructure, with Securitize positioned as a key regulated bridge between…
Dr. David Gibbs argues that U.S. foreign policy has long relied on covert intervention, sanctions, and NATO expansion to preserve hegemony, often at the cost of legality…
Interview on Europe 1 with criminologist Alain Bauer about the Liana case, the broader breakdown of French justice, violence around sports crowds, and his new book on…
The video argues that Anthropic’s planned IPO is unusual less because of valuation and more because of governance: a Public Benefit Corporation with a Long-Term Benefit…
This French-language video argues that AI has “self-accelerated” in one week across memory, image generation, motion capture, video editing, music, on-device multimodal…
Alex Newman argues that elites and governments are using money printing, surveillance platforms, and international institutions to erode liberty, seize wealth, and…
This is a long LCI panel about the reported Iran–U.S. ceasefire/protocol deal, but the speakers repeatedly stress that the story is still contradictory and largely…
Jeffrey Snider argues the Iran deal is more of a fragile framework than a finished agreement, with the biggest fault lines around Hormuz, Lebanon, asset unfreezing, and…
A narrative on a Mossad operation argues that an embedded female operative, living for years as the lover of a Syrian military intelligence officer, delivered highly…
Patrick Boyle argues that the long era of shrinking U.S. equity supply is over: AI capex is forcing the biggest tech companies and private giants to raise huge amounts…
The transcript is a bullish, highly conviction-heavy discussion of silver, with gold used mostly as a backdrop. The speaker argues silver is being squeezed by tight…
Bloomberg’s weekend show centered on two live market-moving stories: the blockbuster SpaceX IPO and the shifting U.S.-Iran deal timeline. The guest coverage framed…
Bloomberg’s segment frames SpaceX’s IPO as both a historic market event and a major bet on Elon Musk. The discussion centers on the stock’s strong debut, heavy…
This C dans l'air episode centers on two overlapping pressures on Donald Trump: the Iran nuclear negotiation and the Epstein scandal. The panel argues Trump wants a…
Michael Lebowitz argues for caution over the next six months because a highly speculative market is facing multiple headwinds at once: stretched valuations, rising…
Fox Business framed the segment around an escalating U.S.-Iran military confrontation, with Gen. Jack Keane arguing that President Trump is using limited strikes and…
This is a long live geopolitical update focused on Ukraine’s deep-strike campaign, Russian losses, and the information war around the conflict. The speaker argues…
Brent Kochuba and Jack discuss the new SpaceX IPO mainly through an options-flow lens, arguing that near-term price action will be driven less by fundamentals than by…
This is a political/philosophical interview centered on Michel Onfray’s reaction to the Liana case, the French justice system, and the broader loss of trust in the…
Bloomberg’s Steve Rattner argues the SpaceX, OpenAI, and Anthropic mega-valuation wave is historically unprecedented but not obviously irrational. He says these deals…
Eric Yeung argues the key market event is the upcoming FOMC under new Fed chair Kevin Warsh, where he expects a hold for now but sees a path toward rate cuts after Warsh…
Mando argues the market’s attention has shifted from crypto to a wave of blockbuster private-market listings, led by SpaceX and followed by AI names like Anthropic and…
This LCI broadcast split between two major themes: the handling of child sexual violence cases in France, and fast-moving international developments around a possible…
Peter Schiff argues that the Fed is boxed in and cannot defeat inflation without triggering a debt crisis, and he uses the week’s CPI/PPI, deficit, and market action to…
This NBC News hour is a fast-moving general news roundup with market coverage front and center. The financial segment focused on SpaceX’s public debut, Elon Musk…
This was a long Young Turks roundtable covering three main themes: Trump’s claimed Iran deal and the danger that Israel could still blow it up, Elon Musk’s new…
Bloomberg’s Balance of Power split the hour between three major stories: SpaceX’s blockbuster IPO, an emerging U.S.–Iran memorandum-of-understanding framework, and the…
Bloomberg’s extended Businessweek Daily special covered SpaceX’s record $75 billion IPO and first day of trading, with the stock opening around 11% above the IPO price…
NBC’s Meet the Press NOW focused on the Iran conflict and the possibility of a tentative U.S.-Iran framework, with extensive discussion of how fragile and incomplete any…
CNBC Europe’s Friday show centered on two macro catalysts: a massive SpaceX IPO and rapidly shifting headlines around a possible US-Iran deal. The desk and guests leaned…
Bloomberg’s special edition centers on the first-day public trading of SpaceX, which the hosts frame as a historic, highly oversubscribed event with intense retail…
Yahoo Finance’s panel treated SpaceX’s debut as both a market event and a market mechanics stress test: the stock priced at $135, opened at $150, briefly ran to about…
This was a live futures trading stream centered on NASDAQ/ES direction, oil, gold, and the market reaction to noisy Iran/Trump headlines plus the SpaceX IPO debut. The…
Bloomberg’s Balance of Power covered SpaceX’s record public debut and the immediate market reaction, with the stock jumping well above its $135 IPO price and briefly…
A long LCI panel centered on a possible U.S.-Iran deal that may be imminent, but whose terms are highly contested and still unclear. The speakers repeatedly stress that…
This was a live, high-energy TraderTV session centered on the SpaceX IPO. The desk framed SpaceX as the biggest IPO ever, argued it was expensive on traditional metrics…
TraderTV Live spent most of the segment reacting to the explosive first-day trading in SPCX/SpaceX, with the hosts treating it as the dominant market event. They debated…
This was a live market-monitor stream centered on the newly public SpaceX story, with the host arguing that the IPO/rally reflects an enormous long-duration option on…
Philippe de Villiers argues that the murder of the 11-year-old Liana exposes a deeper collapse of French authority: a broken justice system, disconnected political…
CNBC International Live’s Europe Early Edition framed the session around a historic SpaceX IPO, a sudden risk-on market rally on hopes of an Iran deal, and a broader…
The segment is a live CNBC discussion of the SpaceX IPO, with Brad Gerstner, Stephanie Link, and Malcolm Etheridge arguing that the deal is being priced not as a rocket…
This is a live, two-host market commentary covering geopolitical risk, SpaceX’s IPO, inflation, Fed policy, and a side segment on Marco Rubio and UFC. The hosts argue…
CNBC’s Squawk Pod frames SpaceX’s IPO as a landmark event for space, AI, and late-stage private-market liquidity. The episode features Morgan Brennan’s sit-down with…
Yahoo Finance’s live coverage focused on SpaceX’s first day of public trading after its IPO priced at $135 and opened at $150, an 11% pop. The panel treated the move as…
Richard Wolff argues that U.S. hegemony is already in long decline and that recent shocks—tariffs, inflation, wars, debt, and political polarization—are symptoms of a…
The speaker argues that the global monetary system is splitting between two paths: the US trying to preserve dollar dominance through stablecoins and digital payment…
This Squawk Box Asia episode was a broad market wrap centered on three big drivers: the sudden de-escalation signal from Trump on Iran, the blockbuster SpaceX IPO, and…
Bloomberg Surveillance spent most of the episode on one theme: the SpaceX IPO as a historic capital-markets event, and whether its $75 billion raise and ~$1.8 trillion…
This was an unscheduled live watchalong for the long-delayed SpaceX IPO/trading debut. The speaker mostly narrated price-discovery mechanics, tracked indicated open…
CNBC International Live frames the session as a risk-on Asia market day driven by two big cross-currents: the sharp rally in Korean equities and the imminent SpaceX IPO…
Yahoo Finance framed the day as a historic SpaceX IPO event, but much of the segment was really about market structure, valuation narrative, and what the listing means…
The interview argues that the Iran war is not noise but the catalyst for a major global financial reset: higher oil and fertilizer prices will feed into CPI later, force…
Jim Grant argues that AI is creating one of the largest speculative bubbles in history, comparable to or bigger than the dot-com era and even the railroad boom. He…
Michael Every argues that the Strait of Hormuz crisis is a structural geopolitical rupture, not a normal headline-driven event. His base case is that the strait remains…
Bloomberg’s The Pulse focused on two big market stories: SpaceX’s $75 billion IPO and rising expectations for an Iran deal that could ease oil-market तनाव. The show also…
Lynette argues that silver is the market’s warning signal and the “fuse” for a broader monetary breakdown, while gold remains the monetary anchor. Her core view is that…
Walter Isaacson argues that SpaceX’s IPO represents more than a company milestone: it signals the start of a space-based economy, with Starlink, Starship…
A Vox interview between Sean Illing and writer Sagal Samuel about AI successionism: the idea that AI should not merely serve humanity but eventually replace it. Samuel…
An interview on Tocsin with Pascal Tripier Constantin about his book *L'étrange défaite de l'esprit occidental* argues that Western societies are undergoing a deep…
Bloomberg Brief was led by a sharp risk-on move on reports that the U.S. and Iran may be close to a memorandum of understanding, with details from Iranian semi-official…
This Ukraine war update argues that Ukraine is intensifying a highly effective drone-and-missile campaign against Russian logistics, fuel, air defense, and command…
A humorous, highly pro-Elon discussion about why SpaceX’s IPO could be enormous, focusing on the company’s launch dominance, Starlink’s cash-generation, and the…
Bloomberg’s Opening Trade focused on two big risk-on/risk-off drivers: the blockbuster SpaceX IPO and the evolving Iran-related oil/geopolitics story. The desk argued…
Peter Zeihan argues that the world is on the verge of an oil supply break in late June or early July because Persian Gulf crude production has been disrupted by the Iran…
CNBC International Live centered on the historic SpaceX IPO, with guests arguing that the stock is a huge, Musk-driven bet rather than a traditional price-discovery…
This Bloomberg segment is a mixed market-and-interview show anchored on SpaceX’s public-market debut and the debate over whether the valuation is justified. The guests…
Bloomberg’s China Show centered on three linked stories: a sharp rally across Asia on easing Iran/geopolitical fears, a renewed regulatory warning to Chinese e-commerce…
Bloomberg’s Daybreak Europe centered on a global relief rally driven by Trump’s claim that an Iran deal could be signed soon, alongside the record SpaceX IPO. Markets…
The episode is a weekly market roundtable arguing that recent policy intervention, especially around Iran, oil, FX, and rates expectations, is helping keep the bull…
This LCI live special centered on Trump’s claim that a U.S.-Iran accord was near, even “approved” by Iran’s supreme leader, while the panel debated whether that was real…
An interview-style discussion about Trump’s announcement of an Iran deal/ceasefire, centered on whether it is real, what Iran and Israel will do next, and whether the…
The segment frames a late-breaking claim that Iran launched drones at commercial vessels near the Strait of Hormuz, with U.S. forces reportedly shooting down two of…
The conversation is an interview about whether the Iran war is really over after Trump claimed a deal was reached. Karen Kwiatkowski argues the U.S. may have suffered a…
This episode is a long, highly opinionated antiwar segment focused on the Iran-Israel war, Trump’s erratic messaging, Tucker Carlson’s criticism of U.S. policy, and Sam…
A Bulwark trio episode centered on right-wing absurdity, internal MAGA conflicts, and a few especially bizarre cultural/health stories. The recurring thread is that the…
Clive Thompson argues that the recent selloff in gold, silver, and miners is a tactical correction within a still-bullish long-run setup, not the end of the…
The segment argues that SpaceX’s planned IPO is being priced as a future AI-and-space infrastructure platform rather than as the company it is today. The guest says…
A narrated intelligence-history piece about Eli Cohen’s insertion into Syria and the Mossad operation around him. The core argument is that the mission’s real failure…
BFMTV’s panel treated Trump’s late announcement as a possible breakthrough but also as highly unreliable. Trump said the U.S. and Iran had reached a 'very good…
Yahoo Finance Live framed the session as a geopolitical risk-off/risk-on whipsaw: Trump first signaled strikes on Iran, then called them off, and stocks rallied sharply…
Mike McGlone argues the market is entering an endgame where the U.S. stock market is the last remaining “stud” and everything else—crypto, precious metals, industrial…
Rick Rule framed the session around two themes: the Rule Symposium is evolving toward younger natural-resource entrepreneurs and more oil and gas, and he thinks parts of…
Michael Oliver argues that the stock market is the last major asset class to crack and that its vulnerability should become obvious in Q3, while weak U.S. bonds are…
This was a live, highly tactical NASDAQ futures day-trading stream centered on reacting to macro headlines, especially Iran/Trump news, rate expectations, oil, and a…
A TraderTV Live market wrap centered on a possible Trump/Iran deal, the launch of the SpaceX IPO tomorrow, and the resulting big intraday rotation across stocks, oil…
Michael Green argues that the apparent cheapness of some legacy bonds is mostly a mechanical mark-to-market effect from higher rates, but that the real risk is what…
This CNBC segment argues that the SpaceX IPO is likely to trade hot at first, but that the better entry for most investors is probably after the initial excitement…
This LCI episode is a long live multi-topic panel, centered first on the Patrick Bruel sexual-violence case, then on French distrust of justice, then on polling around…
Michael Green argues that bonds have become attractive again because yields are much higher, inflation in the general price level is largely behind us, and passive…