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Latest episode
Deirdre Bosa on Vibe Coding & Vibe Shifts In Silicon Valley
Timmy Adami 4/2/25 Timmy Adami 4/2/25

Deirdre Bosa on Vibe Coding & Vibe Shifts In Silicon Valley

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What Q1 Taught Us: Tariffs, Stagflation & The Market Reset
Timmy Adami 4/1/25 Timmy Adami 4/1/25

What Q1 Taught Us: Tariffs, Stagflation & The Market Reset

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Tech Wrecked: Who Leads The S&P 500 Higher Next?
Timmy Adami 4/1/25 Timmy Adami 4/1/25

Tech Wrecked: Who Leads The S&P 500 Higher Next?

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The Normalcy Trade With The Abnormal Brian Belski
Timmy Adami 4/1/25 Timmy Adami 4/1/25

The Normalcy Trade With The Abnormal Brian Belski

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AI Spend To Kingdon (Capital) Come with Parshv Shah
Timmy Adami 3/27/25 Timmy Adami 3/27/25

AI Spend To Kingdon (Capital) Come with Parshv Shah

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Consumer Confidence Hits The Panic Button
Timmy Adami 3/27/25 Timmy Adami 3/27/25

Consumer Confidence Hits The Panic Button

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Gene Munster on The Fateful Eight & Elon's Faithful Base
Timmy Adami 3/26/25 Timmy Adami 3/26/25

Gene Munster on The Fateful Eight & Elon's Faithful Base

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Is This The "Trump Put" Markets Have Been Waiting For?
Timmy Adami 3/24/25 Timmy Adami 3/24/25

Is This The "Trump Put" Markets Have Been Waiting For?

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David Rosenberg on Market Uncertainty, Trade Wars and Stagflation Risks
Timmy Adami 3/21/25 Timmy Adami 3/21/25

David Rosenberg on Market Uncertainty, Trade Wars and Stagflation Risks

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The AI Trade Enters Its 'Show Me' Era with Jeff Richards
Timmy Adami 3/20/25 Timmy Adami 3/20/25

The AI Trade Enters Its 'Show Me' Era with Jeff Richards

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One Step Forward, Two Steps Back For Markets
Timmy Adami 3/20/25 Timmy Adami 3/20/25

One Step Forward, Two Steps Back For Markets

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Marko Kolanovic: Might is Right & The New Economic World Order
Timmy Adami 3/18/25 Timmy Adami 3/18/25

Marko Kolanovic: Might is Right & The New Economic World Order

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Can Markets Rebound from Recent Lows?
Timmy Adami 3/17/25 Timmy Adami 3/17/25

Can Markets Rebound from Recent Lows?

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Vincent Daniel: Unplugged with Intent
Timmy Adami 3/17/25 Timmy Adami 3/17/25

Vincent Daniel: Unplugged with Intent

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Peter Boockvar on Global Crosswinds: Japan, Europe, and the US Treasury Market
Timmy Adami 3/13/25 Timmy Adami 3/13/25

Peter Boockvar on Global Crosswinds: Japan, Europe, and the US Treasury Market

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Temerity, Punditry & More Market Uncertainty
Timmy Adami 3/12/25 Timmy Adami 3/12/25

Temerity, Punditry & More Market Uncertainty

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Tech Stocks Without A Net & A Conversation with Mark Mahaney
Timmy Adami 3/11/25 Timmy Adami 3/11/25

Tech Stocks Without A Net & A Conversation with Mark Mahaney

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Market Mayhem On A Monday Morning
Timmy Adami 3/10/25 Timmy Adami 3/10/25

Market Mayhem On A Monday Morning

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Markets At An Inflection Point + Invesco’s Brian Hartigan
Timmy Adami 3/7/25 Timmy Adami 3/7/25

Markets At An Inflection Point + Invesco’s Brian Hartigan

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D-Mo Warnings and D-Bag Stories
Timmy Adami 3/6/25 Timmy Adami 3/6/25

D-Mo Warnings and D-Bag Stories

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