While the Fear and Greed Index just hit "Extreme Fear" territory, Spectra Markets president Brent Donnelly says we're in more of a rotation than a panic. Brent and I talk about the AI trade—why Meta's earnings marked a shift, whether OpenAI's $500 billion valuation is defensible, and why 65% of respondents would short it. Plus, why Buffett just bet on Google.

Bruce Mehlman unpacks the government shutdown, the recent Democratic sweep, and the AI bubble. Then he pulls out his crystal ball for the 2026 midterms and 2028 presidential predictions.

Everyone is wondering if we're in another tech bubble. There's a mad rush to invest in AI, and tech companies are breaking valuation records, with Nvidia leading the charge. My friend Jared Dillian believes we're back in 1997/98. Hear why on today's episode.

Jacob Shapiro, director of geopolitical research at the Bespoke Group, joins me to discuss the AI arms race, India's potential as a tech superpower, and how drug cartels impact Mexico's relationship with the US.

There's a pattern with Dr. Ed Yardeni's predictions: he's usually right. Today, Dr. Ed explains AI's impact on the labor market, how boomers are propping up consumer spending, and what the Fed should do next. You'll also hear his take on China, rising gold prices, and the Mag 7 by listening now.

MBS Highway founder Barry Habib says mortgage rates could drop below 6%, warns about supply-demand imbalances, and unpacks emerging threats from AI job displacement that could impact homeownership and wealth creation.

Large-cap growth has been on fire for 15 years, but that streak may finally be coming to a close. As Big Tech's summer rally fizzles out, small-cap value stocks are showing signs of life.

In this interview, Jared Dillian breaks down the concept of a "style-box rotation," explaining why small-cap value may be poised for a powerful turnaround.

"Anytime Trump says something, it is harmful to my positions." For commodities trader Jared Dillian, the spring tariff meltdown broke the market for good. And we may be due for a second tariff-driven sell-off this fall.

The simultaneous sell-off of stocks, bonds, and US dollar is a big deal. Brent Donnelly from Spectra Markets explains how broken trust has left permanent scars on US trade policy: "Once an action has been taken, you can remove the action, but then there's still going to be some damage."

All trade wars have a currency effect, but what happens when nations drive down their currencies to counter US tariffs? John Mauldin explains why he doesn't believe China is using US treasuries as a weapon—and where the trade war will hurt most.