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 37,946 analyses · page 9 of 22
Jacques Sapir argues that the war in Ukraine is tilting decisively in Russia’s favor, that Western accounts of Ukrainian gains are propaganda, and that the EU is locked…
The video centers on OpenAI’s confidential SEC filing and what a potential $1 trillion listing would mean for the AI capital-markets race. The discussion ties OpenAI’s…
This long Tocsin matinale is a heavily political and ideological broadcast built around three main segments: Jeffrey Epstein network revelations, backlash over a Night…
The speaker argues that AI compute is constrained by a multi-layer supply chain bottleneck—chips, memory, storage, and power—and that this scarcity is already shaping…
Bloomberg Daybreak Europe focused on a risk-on rebound in Asia and U.S. futures, driven by easing Middle East tensions and renewed appetite for AI/tech exposure. The…
Bloomberg’s Asia Trade framed the session as a rebound day after a sharp AI-led selloff, with chip stocks, Korea/Taiwan, and broader tech sentiment at the center. The…
The video argues that quantum computing is an early, underpriced “once-in-a-lifetime” opportunity, likening it to earlier winners like Palantir and Nvidia before Wall…
Anna Casparian frames the Iran-Israel escalation as a dangerous U.S.-backed war driven by Israeli regional goals and enabled by Trump’s weakness. She also pivots to…
A single-narrative geopolitical deep dive about how Hezbollah was penetrated over years through human intelligence, procurement compromise, and internal grievance…
Rick Rule argues the resource bull market is still alive, but the best gains now come from owning quality scarcity assets rather than chasing the old hated-entry-point…
BFMTV’s forum is a heated, multi-speaker debate centered on the Liana case and broader failures in France’s handling of child sexual violence. Gérald Darmanin argues the…
This live ITM Trading panel argues that gold and silver are in the early stages of a major monetary revaluation, not a bubble. Clive Thompson focuses on fiat-currency…
Ronald Stöferle argues the gold selloff is a normal but painful correction inside a larger remonetization bull market, not the end of the trend. He expects near-term…
Bill Smead argues that the long run of falling rates, rising valuations, and passive index dominance has ended. He says the S&P 500 is now so concentrated and expensive…
A Trader TV Live intraday market show centered on a broad risk-on/risk-off reversal: early concern about US-Iran-Israel headlines and a rough Friday tech selloff…
LCI reçoit Alain Bauer pour commenter l’affaire Liana, la saturation de la justice française face aux violences sexuelles sur mineurs, et son livre sur le système…
TraderTV Live spent most of the session trading around Apple’s WWDC keynote and a rotation into chip names. The hosts were short Apple and Google into the event, went…
Michael Oliver argues that the real driver of gold and silver is long-run money debasement, not day-to-day moves in the dollar or jobs data. He sees the current selloff…
LCI’s panel frames the latest Israel-Iran exchange as a dangerous but still-limited escalation, centered on whether Israel can keep striking Hezbollah/Lebanon without…
Michael Oliver argues that silver’s recent weakness is just a noisy consolidation inside a much larger bullish structure. He says the Fed is largely irrelevant to the…
A roundtable on Peter H. Diamandis’s Moonshots argues that AI is moving into recursive self-improvement, that governance and legal frameworks are now the bottleneck, and…
This was a TraderTV Live midday market show that mixed real-time small-cap momentum trading, broad market commentary, and a WWDC Apple segment. The most important…
A long geopolitical live stream centered on Russia’s war in Ukraine, Armenia’s election and drift away from Russia, Poland-Ukraine tensions over wartime nationalist…
Tom Bilyeu argues that California election processes are structurally vulnerable and that recent vote-counting patterns look suspicious, though he stops short of…
This is an interview focused on Joe Santagato’s self-belief, authenticity, and the way he has built a successful media career by following intuition, staying humble, and…
Benedict Evans argues that AI’s first undeniable product-market-fit wedge is coding, but that this is only the beginning of a much larger, still-uncertain platform…
Coin Bureau argues that Zcash (ZEC) suffered a major privacy-protocol scare: a four-year underconstrained bug in the Orchard shielded pool could theoretically have…
Huberman interviews Dr. Marie-Pierre St-Onge about the two-way relationship between sleep and diet: short sleep tends to increase hunger, worsen food choices, and reduce…
This is a philosophy-and-neuroscience interview, not a market video. The guest, Michelle Carr, argues that dreaming is a form of consciousness during sleep, likely…
Doug Casey argues commodities remain cheap relative to stocks and bonds, with gold, silver, uranium, and energy still offering the best risk/reward. He sees central-bank…
Theo argues that Anthropic’s own writeup is strong evidence that AI development is approaching recursive self-improvement: models are already doing more coding, more…
This is a reflective interview about Luke Burgess’s book The One and the 99, centered on how individuals keep a distinct self while living inside families, institutions…
A Hoover Institution panel argued that markets can often outperform blunt environmental mandates, but only when institutions are designed around incentives and actual…
Bloomberg Television’s Opening Trade focused on three main forces: a global tech selloff, a jump in oil prices after renewed Israel-Iran strikes, and a heavy day of…
Bloomberg’s Horizons Middle East & Africa focused on the spike in oil and regional risk after Israel’s strikes on Iran, while also framing the selloff in Asian equities…
This Tocsin morning show is a long, opinionated multi-segment broadcast centered on three themes: a Polish university rector claiming political persecution, a major…
This is a long-form interview/debate on inequality, entrepreneurship, taxation, monopoly power, and AI disruption. Nick Hanauer argues that the core problem is wages…
Bloomberg’s China Show opened with a broad Asia market selloff driven by weak U.S. jobs data, rising oil from renewed Iran-Israel strikes, and a sharp unwind in…
A live breaking-news panel on Israel’s strikes against Iran, the Iranian counterstrike, and whether the spiral will widen into a regional war. The speakers broadly agree…
Bloomberg’s Asia Trade focused on a market-wide risk-off open driven by three shocks at once: a sharp unwind in AI/tech valuations, rising odds of Fed tightening after a…
Nomi Prins argues the Iran war has created lasting supply-chain distortions that favor hard assets and select commodities, especially copper, silver, aluminum, tungsten…
Special broadcast centered on a new escalation between Iran and Israel, with most of the discussion focused on whether Iran’s missile launch is a symbolic warning or the…
The video is an interview-style geopolitical discussion focused on the Israel-Iran escalation and what it means for Trump, Netanyahu, and regional deterrence. The…
The video is a live geopolitical market-style discussion about Iran’s ballistic missile strike on Israel, Trump’s attempt to restrain Netanyahu, and the risk of…
Sal Mercogliano argues that the Persian Gulf/Hormuz blockade is still active and is now the central driver of higher freight rates, tighter oil logistics, and broader…
The video argues that the SpaceX IPO is arriving into a fragile but not broken market: AI and mega-cap tech sold off hard, sentiment cooled, and expectations are…
The video argues that SpaceX’s upcoming IPO is a highly distorted, investor-unfriendly event: the speaker claims the company’s headline space narrative masks a business…
Stanislav Krapivnik argues the Israel-Iran confrontation is already an active war and that Israel is trying to drag the U.S. back in, even though American strike…
Lobo Tiggre argues the big setup is not a guaranteed crash, but a materially higher-than-normal chance of a broad market waterfall event that would let patient investors…
This episode is a fast weekly macro wrap centered on three themes: SpaceX’s impending IPO and the difficulty of valuing a giant company at an extreme sales multiple; a…
This is a politically charged Meet the Press interview centered on Trump’s rationale for the Iran war, his claims of progress toward a deal, and his defense of domestic…
Cathie Wood argues that SpaceX, OpenAI, Anthropic, and related AI infrastructure companies are at the start of a major public-market re-rating, with SpaceX especially…
Luke Gromen argues that gold is increasingly acting like a settlement asset, not just a commodity, and that recent U.S. non-monetary gold exports to China and other hubs…
Dave Collum argues that the market’s apparent invincibility is a product of a long, valuation-expanding secular regime driven by demographics, passive flows, and…
Lawrence Lepard argues that the global credit/debt structure is mathematically headed toward another “big print,” even if the exact trigger and timing are uncertain. In…
A Ukraine war update focused on heavy Russian losses, repeated long-range strike activity on both sides, and a growing campaign against logistics, fuel, and…
Dan Tapiero argues that crypto is still early and is entering an “integration moment” where stablecoins, tokenized assets, and agentic finance connect the old financial…
Gary argues the UK is unusually close to a wealth tax because Labour’s leadership crisis is creating pressure for a new economic story. He thinks Andy Burnham is the…
This is a Dutch news discussion about two major crime stories: a wide domestic sexual-abuse investigation in the Netherlands and the extradition of Harry Leidekker from…
This Bloomberg weekend episode centered on a broad market selloff tied to AI exuberance, stronger-than-expected jobs data, and rising odds the Fed stays tighter for…
Pepe Escobar and Mario Nawfal discuss a speculative but high-stakes claim that Iran may already possess a nuclear device or be very close to one, with possible external…
The conversation argues that Pakistan is leveraging the Iran-Israel crisis to expand its diplomatic and military influence, especially through mediation with Iran…
A long-form geopolitical covert-action narrative about an alleged Mossad operation in Monaco to kill an Iranian missile scientist. The video argues the strike succeeded…
Mario Nawfal interviews Brent Johnson about the Iran/Strait of Hormuz crisis and its implications for the U.S. dollar. Johnson argues the shutdown of Hormuz is better…
Theo argues that Cloudflare’s acquisition of Void Zero (the team behind Vit, V test, Oxc, Rolldown, and Vit Plus) is a strategically smart move because AI has made…
This LCI grand dossier is a geopolitical roundtable about two active conflicts: the Iran–US confrontation and the Russia–Ukraine war, with repeated emphasis on…
Rick Rule argues that gold is a long-term store of purchasing power, but near-term weakness is explained by dollar strength and higher rates. He is even happy for gold…
A long Ukraine military-aid live stream from ATP Geopolitics focused on the accelerating Western, Ukrainian, and industrial support ecosystem around the war: drone…
Alasdair Macleod argues silver is materially mispriced versus its industrial importance and the tightening physical backdrop. He says supply is being constrained by…
Bloomberg This Weekend focused on a broad risk-off market tape, Trump’s push for government involvement in AI, and the political and economic fallout from the Iran…
Rick Rule argues gold still looks strong over a 10-year horizon because the real issue is dollar debasement, not day-to-day gold price action. He is constructive on…
A wide-ranging Moonshots episode about the AI boom, frontier-lab IPOs, U.S. policy, biosecurity, robotics, education, media trust, and longevity. The panel’s core view…
This episode is a long, conversational debate about the coming SpaceX IPO and what it means for pricing, liquidity, index flows, and bubble dynamics. Dave Nadig and…
The speaker argues that the long fiat-money boom is nearing a major inflection point: once central-bank credibility, bond markets, and equities weaken together, capital…
The video argues that gold and silver are in a major inflection point, with physical demand, central bank buying, and leverage in paper markets creating the setup for…
Fox Business centered this segment on General Jack Keane’s view that Trump is trying to lock down a ceasefire and force Iran into a tightly verified deal while keeping…
The video is a geopolitics-heavy Ukraine war update arguing that Ukraine is escalating a sustained drone-and-missile campaign deep into Russia, especially against…
A Real Vision interview where OSF argues Bitcoin and crypto are in a difficult spot: selling pressure from MicroStrategy/Strategy, ETF outflows, and capital rotation…
Peter Schiff argues the market’s recent selloff is the start of a broader unwind in crypto, AI-related tech, and speculative risk assets, with Bitcoin/Strategy as the…
The video is a live geopolitical market update focused on reported Iranian missile/drone retaliation against Bahrain and Kuwait, and the implications for U.S. basing…
This video is a commentary on a House hearing about U.S. maritime policy, featuring opening statements from MARAD administrator Captain Steve Carmel and Federal Maritime…
This is a TYT panel discussion that starts with a lengthy takedown of New York Times coverage of Graham Platner, then moves through Israeli detention/accountability…
This is a French LCI late-night panel that splits between two major themes: the Liana child-murder case in the Gers and the wider Russia-Ukraine / Iran geopolitical…
This Wall Street Week episode blends three investment themes: the dollar’s gradual erosion amid the Iran conflict and rising U.S. fiscal strain, AI’s disruptive impact…
Cathie Wood argues the jobs report is strong because the U.S. economy is entering a productivity-led boom, not an inflationary overheating cycle. She says the market’s…
This is a geopolitical/intelligence deep dive about Ashraf Marwan, Nasser’s son-in-law, who became an extraordinarily valuable Mossad source and may also have been part…
Bloomberg Businessweek Daily framed Friday’s selloff as a classic rate-shock / tech de-risking day: a much stronger-than-expected May jobs report pushed Treasury yields…
CNBC International Live’s Squawk Box Europe centered on three market threads: the SpaceX IPO roadshow and valuation debate, a rotation away from the AI trade after…
Bloomberg’s "The Close" framed the day as a sharp risk-off move driven primarily by a much stronger-than-expected May jobs report, which pushed Treasury yields higher…
Andrei Jikh argues that the market is entering a historically dangerous AI/IPO bubble where passive retirement money may be forced into richly valued listings like…
The video is a live market-monitor stream reacting to a sharp one-day selloff in growth and AI names after a much stronger-than-expected jobs report pushed rate-hike…
Yahoo Finance’s live market show framed the day as a sharp risk-off move sparked by a hotter-than-expected May jobs report, which pushed Treasury yields higher and…
This was a fast-moving TraderTV Live morning market wrap centered on a weak jobs print reaction, a sharp intraday risk-off move, and rotation out of AI/tech into…
TraderTV Live spent most of this session on a sharp Friday selloff in tech and crypto, with the hosts actively trading the move while also interviewing Eric Jackson of…
This is a live day-trading stream centered on NASDAQ futures and related macro inputs, with the speaker and guests reacting in real time to a sharp risk-off move…
Luke Gromen argues that gold is not just a commodity here but a geopolitical and monetary pressure valve. He thinks the U.S. is trying to manage a weak-dollar problem…
CNBC International Live’s U.S. Markets Edition was a broad market wrap anchored by three big themes: the SpaceX IPO roadshow and its eye-popping valuation, the AI trade…
CNBC’s SquawkPod centered on two big themes: the AI policy debate and the upcoming SpaceX IPO. The show opened with coverage of Anthropic’s call for frontier AI labs to…
Sam Stein and Katherine Repel use this episode of Receipts Live to tie together three themes: Republican Senate weakness on a Trump “weaponization fund,” a…
Ed Dow argues that 2026 is shaping up as a major downside year because housing, China, and AI are all flashing stress at once. He sees Bitcoin weakening as a liquidity…