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Narratick Daily episodes
- Narratick Daily — Bonds Are the Story AgainWhy rising borrowing costs are quietly squeezing companies everywhere, plus Europe's inflation problem and a fresh insider selling cluster.In this episode: Bond Yield Spike Squeezes Credit, European Inflation Reaccelerates, ECB Pressured, Yen Weakens As BOJ Rate Hike Bets Fade, COGENT COMMUNICATIONS HOLDINGS, INC. Insider Cluster Sell, and 2 more.Written by an automated editorial system and voiced by synthetic (AI) hosts. For information and education only: not investment advice, and not a recommendation to buy or sell any security.5 min
- Narratick Daily — Insiders Keep Selling Into This RallyTwo fresh insider cluster sells, a China tariff jab at Brazil beef, and why the Fed's patience is doing more for stocks than any earnings report.In this episode: StoneX Group Inc. Insider Cluster Sell, AIR Global PLC Insider Cluster Sell, China Slaps Tariffs On Brazil Beef, China Mini-Stimulus And PMI Beat, and 5 more.Written by an automated editorial system and voiced by synthetic (AI) hosts. For information and education only: not investment advice, and not a recommendation to buy or sell any security.5 min
- Narratick Daily — Oil, Yields, and a Retina Drug That Rattled BiotechWhy a Phase 3 eye-drug readout is moving more than just Kodiak's stock, plus the hawkish squeeze on tech valuations.In this episode: Kodiak Retina Data Sparks Biotech Repricing, Oil Spike Meets Hawkish Fed Repricing, Australia's Fourth Hike Signals Sticky Inflation Globally, Rising Yields Crush AI-Tech Valuations, and 3 more.Written by an automated editorial system and voiced by synthetic (AI) hosts. For information and education only: not investment advice, and not a recommendation to buy or sell any security.5 min
- Narratick Daily — China Draws a New Line on TechBeijing tightens the screws on telecom gear, tankers get pricier over the Strait of Hormuz, and Korea's biotech names catch a rare updraft.In this episode: China Telecom Curbs Threaten Supply Chains, US-China $30B Tariff Deal Excludes Soybeans, VLCC Freight Rates Spike on Hormuz Tensions, HLB FDA Approval Sparks Korea Biotech Rally, and 3 more.Written by an automated editorial system and voiced by synthetic (AI) hosts. For information and education only: not investment advice, and not a recommendation to buy or sell any security.6 min
- Narratick Daily — Insiders Buy While Bond Traders Get NervousA quarter-million-dollar insider bet, a rejected gas plant, and the algorithms sniffing out corporate debt trouble.In this episode: Affiliated Managers Group (AMG): insiders buy $25M, HENSEL PHELPS CONSTRUCTION CO Department Award, Duke Energy Gas Plant Rejection, Banking regulation: activity picks up, and 5 more.Written by an automated editorial system and voiced by synthetic (AI) hosts. For information and education only: not investment advice, and not a recommendation to buy or sell any security.5 min
- Narratick Daily — Insiders Head for the ExitsA wave of corporate insider selling, an offshore wind story going from bad to worse, and why the Xi-Trump thaw keeps refusing to fadeIn this episode: Rubrik, Inc. Insider Cluster Sell, SoFi Technologies, Inc. Insider Cluster Sell, KORN FERRY Insider Cluster Sell, Offshore Wind Capitulation Accelerates, and 4 more.Written by an automated editorial system and voiced by synthetic (AI) hosts. For information and education only: not investment advice, and not a recommendation to buy or sell any security.5 min
- Narratick Daily — A Quiet Friday, But the Filings Are LoudA cluster of corporate paperwork is topping the board today, plus the dollar and rare earths keep grinding on.In this episode: Agilent Technologies Material Agreement, Five Below, Inc. Management Change, F&G Annuities & Life, Inc. Material Agreement, OR Royalties Inc. Management Change, and 5 more.Written by an automated editorial system and voiced by synthetic (AI) hosts. For information and education only: not investment advice, and not a recommendation to buy or sell any security.5 min
- Narratick Daily — Bond Yields Bite BackWhy rate-sensitive stocks are feeling the squeeze again, plus TSMC's price hike and a filing that's still hard to readIn this episode: Bond Yield Surge Hits Rate-Sensitive Sectors, TSMC Wafer Price Hikes 2027, Agilent Technologies Material Agreement, Honda Ohio Hybrid Plant Reshoring Bet.Written by an automated editorial system and voiced by synthetic (AI) hosts. For information and education only: not investment advice, and not a recommendation to buy or sell any security.5 min
- Narratick Daily — China's Squeeze, Before the Xi SummitChip export scrutiny and rare earth leverage escalate together, right before the biggest US-China meeting of the year.In this episode: China Scrutinizes Broadcom In Data Centers, Rare Earth Leverage Before Xi Summit, Apollo Private Credit Redemption Stress, Data Center Grid Backlash Accelerates, and 1 more.Written by an automated editorial system and voiced by synthetic (AI) hosts. For information and education only: not investment advice, and not a recommendation to buy or sell any security.5 min
- Narratick Daily — Alibaba's Chip Bet and the Oil Relief RallyChina pushes its own AI chips, oil keeps sliding, and a decade-old aerospace giant catches an insider spotlight.In this episode: China AI Chip Self-Sufficiency Surge, Falling Oil Yields Fuel Equity Rally, Agilent Technologies Material Agreement, TransDigm Group INC Insider Cluster, and 2 more.Written by an automated editorial system and voiced by synthetic (AI) hosts. For information and education only: not investment advice, and not a recommendation to buy or sell any security.5 min
About Narratick Daily
From the publisher's feed
Five minutes. Every market morning. The stories moving markets — before everyone agrees on them.
Narratick Daily is a five-minute briefing on the narratives driving the market right now: which stories are gaining conviction, which ones are crowded and dangerous, and what lands tomorrow.
Two hosts, one job — get you current before the open. Maya frames the day and asks the question you'd ask. Dev brings the numbers and owns the bear case. No shouting, no hot takes, no ninety-minute interview you'll never finish.
WHAT YOU GET, EVERY MORNING
• What moved — the three narratives that shifted overnight, and why
• The big story — one narrative taken apart: what's driving it, which tickers are exposed, what would break it
• Heating up, cooling off — stories crossing from emerging to confirmed to crowded to fading
• The other side — the bear case on the story everyone already loves
• On the radar — the catalysts that hit tomorrow
WHERE IT COMES FROM
Every episode is built from Narratick's narrative engine, which reads tier-1 financial media, social conversation, prediction markets and price action, then scores which stories are actually gaining conviction instead of just getting loud. Named attribution comes only from established outlets. Social sentiment is used in aggregate — no anonymous post is ever quoted to you as fact.
WHY NARRATIVES
Prices move on stories before they move on earnings. By the time a narrative is obvious, it's crowded, and crowded is where the risk lives. This show tracks the whole arc: a story emerging, getting confirmed, going consensus, then fading. Knowing where a story sits on that curve is most of the job.
WHO IT'S FOR
Advisors and allocators who need to be current in the time it takes to make coffee. Traders who want the tape's story, not its noise. Anyone who would rather understand the market than doomscroll it.
HOW IT'S MADE
Narratick Daily is produced by an automated editorial system and voiced by synthetic hosts. Every episode is generated from live market data, edited for accuracy, and compliance-screened before it publishes. Full transcripts and a written edition of every episode are free at narratick.com/daily.
New episode every market morning. Five minutes. Subscribe, and start the day ahead of the story.
Narratick Daily is for information and education only. It is not investment advice, and nothing in it is a recommendation to buy or sell any security. Investing involves risk, including possible loss of principal.