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Dollar Fear, Bond Yields, and the SpaceX Bubble Call
Dollar collapse headlines are a scare tactic — gas, food, and DoorDash prices are up, but that's inflation eating purchasing power, not a currency in freefall. Jerremy Alexander Newsome and Dave Conley connect rising bond yields directly to more expensive credit, and trace why countries are liquidating U.S. Treasuries to buy oil. Walmart beat earnings on essentials-only spending — a two-tier consumer economy where the bottom half is cutting everything that isn't necessary. Nvidia posted a big earnings beat with a dividend hike; WOLF, NBIS, and IREN are called out as volatile plays on the AI data center buildout. Quantum computing gets a plain-language breakdown — massively faster processing with direct implications for hacking and AI, with hardware cooling tied to helium supply running through the Strait of Hormuz. SpaceX's $1.75T valuation is called frothy, oil is above $100, Iran-Israel-U.S. tensions are rising, and U.S. politics has no pocketbook-focused answer in sight.
Timestamps:
- (00:00) Dollar panic or inflation reality? – why collapse headlines don't add up
- (00:06) Intro – hosts frame the week's market and macro landscape
- (00:36) Dollar scare vs. real inflation – gas, food, DoorDash prices still climbing
- (02:19) Bond yields hit credit – higher yields make everything more expensive
- (04:54) Nvidia earnings – big beat, dividend hike, and profit-taking explained
- (07:30) Two-tier economy – Walmart beats on essentials, discretionary gets skipped
- (10:04) Webull & Zoom earnings – what the numbers signal for market sentiment
- (12:01) AI data center trades – WOLF, NBIS, IREN and why they stay volatile
- (14:18) Quantum computing – massively faster processing, hacking and AI stakes
- (18:03) Helium through Hormuz – quantum cooling supply tied to a chokepoint
- (19:43) SpaceX bubble call – $1.75T target stacked against AI IPO hype
- (24:08) Gold, Iran, oil – treasuries sold for crude, $100-plus prices hold
- (26:12) No pocketbook plan – politics closes without addressing household costs
🌍 Connect with us: Instagram | YouTube | X
View all episodes
By Jerremy Alexander Newsome & Dave Conley
5
99 ratings
Dollar collapse headlines are a scare tactic — gas, food, and DoorDash prices are up, but that's inflation eating purchasing power, not a currency in freefall. Jerremy Alexander Newsome and Dave Conley connect rising bond yields directly to more expensive credit, and trace why countries are liquidating U.S. Treasuries to buy oil. Walmart beat earnings on essentials-only spending — a two-tier consumer economy where the bottom half is cutting everything that isn't necessary. Nvidia posted a big earnings beat with a dividend hike; WOLF, NBIS, and IREN are called out as volatile plays on the AI data center buildout. Quantum computing gets a plain-language breakdown — massively faster processing with direct implications for hacking and AI, with hardware cooling tied to helium supply running through the Strait of Hormuz. SpaceX's $1.75T valuation is called frothy, oil is above $100, Iran-Israel-U.S. tensions are rising, and U.S. politics has no pocketbook-focused answer in sight.
Timestamps:
- (00:00) Dollar panic or inflation reality? – why collapse headlines don't add up
- (00:06) Intro – hosts frame the week's market and macro landscape
- (00:36) Dollar scare vs. real inflation – gas, food, DoorDash prices still climbing
- (02:19) Bond yields hit credit – higher yields make everything more expensive
- (04:54) Nvidia earnings – big beat, dividend hike, and profit-taking explained
- (07:30) Two-tier economy – Walmart beats on essentials, discretionary gets skipped
- (10:04) Webull & Zoom earnings – what the numbers signal for market sentiment
- (12:01) AI data center trades – WOLF, NBIS, IREN and why they stay volatile
- (14:18) Quantum computing – massively faster processing, hacking and AI stakes
- (18:03) Helium through Hormuz – quantum cooling supply tied to a chokepoint
- (19:43) SpaceX bubble call – $1.75T target stacked against AI IPO hype
- (24:08) Gold, Iran, oil – treasuries sold for crude, $100-plus prices hold
- (26:12) No pocketbook plan – politics closes without addressing household costs
🌍 Connect with us: Instagram | YouTube | X