In this Canada-focused special of Theta Fuse, Gotham and Maya shift their lens north of the border to analyze a wild start to 2026 for the Canadian economy.

While headline inflation just "steamed up" to 2.4% , we pull back the curtain on why this is actually an "inflation mirage" caused by the expiration of a federal GST holiday. We break down why "core" measures—what the Bank of Canada actually cares about—are actually cooling down below the 2% target when you look at the three-month trends.

In this episode, we discuss:

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  Grocery Store Shock: The brutal reality of 17.7% beef inflation and 27.8% coffee spikes.

  
  

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  The Materials Explosion: Why Scotia Capital is forecasting a "staggering" 112% year-over-year earnings growth for the materials sector.

  
  

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  Record TSX Earnings: Analysis of how precious metals and banking results are pushing Canadian stocks to a record EPS of $452.

  
  

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  The Rate Debate: Are economists right to be split on whether the Bank of Canada should hold or cut interest rates next?

  
  

Whether you're a US investor looking for diversification or a Canadian viewer navigating the "pain at the pump," this episode breaks down the math behind the madness.

#ThetaFuse #CanadaSpecial #InvestingCanada #TSX #Inflation2026 #GoldAndSilver #MacroEconomics #BankOfCanada #StockMarketNews #GlobalInvesting

Headline: The "Greenland Gambit" has officially arrived, and it's sending shockwaves from Nuuk to Wall Street. In today’s episode of Theta Fuse, Gotham and Maya break down a chaotic Monday morning. Bitcoin has plummeted below $92,000 , flushing out over $870 million in bullish bets. Is this a crypto-specific crash, or is the "Greenland Gambit" finally hitting the fan?

What we cover today:

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  The Ultimatum: President Trump’s 10% tariff threat against 8 European allies—and why it jumps to 25% by June.

  
  

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  The EU’s "Trade Bazooka": Europe prepares a $100B retaliatory package and weighs the "Sell America" weapon—dumping $8 trillion in U.S. assets.

  
  

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  The Safe Haven Surge: Why Gold is hitting $4,660 and Silver is soaring past $94 while risk assets are on fire.

  
  

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  The Hidden Cost: Why American consumers—not foreign exporters—are actually footing 96% of the bill for these tariffs.

  
  

Whether you’re a video editor looking at your portfolio during your lunch break or an options trader hunting for "Theta" in this high-volatility environment, this is an episode you can't afford to miss.

#Bitcoin #CryptoCrash #Gold #Silver #Trump #Greenland #TradeWar #FinancePodcast #ThetaFuse #Investing #MacroEconomy #MarketUpdate2026

The markets are breaking. Gold just smashed through $4,600/oz and Silver is rocketing past $89 as a historic "short squeeze" forces a global panic. Why? Because the war between the White House and the Federal Reserve has officially gone nuclear.

In this episode of Theta Fuse, Gotham and Maya expose the "Assault on the Fed"—including DOJ subpoenas, threats against Jerome Powell, and President Trump’s sudden hesitation to appoint Kevin Hassett as the next Chair because he "talks too well". Is the Fed losing its independence?

Meanwhile, a massive geopolitical shift just happened north of the border. Canadian Prime Minister Mark Carney has broken rank with the U.S., signing a controversial deal with Xi Jinping to allow 49,000 Chinese EVs into Canada at slashed tariff rates. Ontario Premier Doug Ford calls it a disaster for workers—we debate if it’s smart trade or a "betrayal" of the North American alliance.

Plus: Elon Musk takes OpenAI to trial for "betraying their mission" , and Spotify hikes prices (again) to $12.99.

🚀 In This Episode:

• 00:00 - The Market Meltdown: Gold at $4,600 & The Fear Gauge.

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  03:15 - Trump vs. Powell: DOJ subpoenas & the "Assault on the Fed".

  
  

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  12:45 - The Silver Squeeze: Why Chinese traders are driving prices to $89.

  
  

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  21:30 - Canada’s Pivot: PM Mark Carney’s shock deal with China for EVs.

  
  

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  31:20 - Musk vs. OpenAI: The lawsuit goes to jury trial.

  
  

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  36:50 - Wallet Watch: Spotify’s price hike & inflation reality check.

  
  

👇 Discussion Question:Do you trust the Federal Reserve to remain independent, or is the "Assault" justified? And did Canada just stab the U.S. auto industry in the back? Let us know below!

#GoldPrice #SilverSqueeze #Trump2026 #FederalReserve #JeromePowell #CanadaPolitics #MarkCarney #EVTariffs #ChinaTrade #ThetaFuse #MarketCrash #ElonMusk #OpenAI

Is a massive wave of "ghost money" from China quietly propping up global markets? In this episode of Theta Fuse, Gotham and Maya break down the $1.2 trillion trade surplus that is flowing into private hands instead of central banks—and why experts warn of a sudden "capital reversal" that could shock the system.

Plus, the AI energy war has officially begun. We dive into the new push by the Trump administration to force Tech Giants (like Amazon and Microsoft) to fund their own power plants so residential electricity bills don't skyrocket.

We also cover Nvidia’s deepening "nightmare" in China as the H200 chip gets banned at the border, and the controversial first sale of Venezuelan oil to a top political donor.

🚀 In This Episode:

• 00:00 - Intro: The money moving the world.

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  02:15 - The $1.2 Trillion Whale: Where is China's trade money really going?

  
  

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  12:30 - The Chip War: Nvidia’s H200 ban & China’s "Manhattan Project".

  
  

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  22:45 - AI Energy Crisis: Trump demands Big Tech pay for the grid.

  
  

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  32:10 - The Oil Deal: Venezuela, Vitol, and political favors?.

  
  

• 38:00 - Final Takeaways: What this means for your portfolio.

👇 Discussion Question:Do you think Big Tech should be 100% responsible for building new power plants to support their AI data centers? Let us know in the comments!

#ChinaEconomy #Nvidia #AI #EnergyCrisis #StockMarket #GlobalTrade #TrumpAdministration #BigTech #Investing #ThetaFuse #MacroEconomics #VenezuelaOil #MarketNews

+1+1+3

While the rest of the country braces for a downturn, one Canadian city is defying gravity with a massive 17% price explosion. In this episode, we reveal the outlier market that is booming while major hubs like Toronto and Vancouver hit historic sales lows—worse than the 2000s and even the 2008 financial crisis.We break down:• The Mystery City: Why buyers are rushing here while fleeing the big metros.• The "Panic Selling" Shift: Why homeowners are suddenly terrified that waiting six months will cost them a fortune.• The 2026 Forecast: How the U.S. trade war and CUSMA renegotiations could keep first-time buyers out of the market for another year.• The Crash Reality: Why small cities in Ontario are facing a "partial reversal" of their post-COVID boom.Tune in to find out if you should sell now or wait out the storm!--------------------------------------------------------------------------------Hashtags#RealEstate #HousingMarket #QuebecCity #TorontoRealEstate #MarketCrash #CanadianEconomy #HomeBuyers #Investing #TradeWar #RealEstateInvesting #CanadaHousing #Sold

Why is Quebec City's market booming while others crash?

How will the U.S. trade war impact 2026 home prices?

What are the signs of 'panic selling' in Ontario right now?

Missed the first AI boom? The "Second Wave" is here.In this episode, we dive deep into the market shift from hardware to "digital pipes"—the indispensable infrastructure that experts predict will power the next phase of the AI revolution,. While Wall Street has already feasted on chip giants like Nvidia, analysts believe the real money now lies in fintech, a sector projected to quadruple from $20 billion to over $80 billion in just four years,.Tune in to discover:• The "Next Nvidia" Candidate: We analyze the fintech stock that experts say is solving the bottlenecks banks can’t fix, offering a growth trajectory that could rival the early days of the chip boom,.• The Buffett Playbook: Learn how this opportunity mirrors Warren Buffett’s massive success with Nu, with potential 500% upside for early investors,.• The $1 Trillion Chip King: Why Goldman Sachs just raised their price target on TSMC by 35% and why Nvidia CEO Jensen Huang calls this company "irreplaceable" regardless of US-China tensions,,.• 2026 Market Outlook: Why TSMC’s massive $56 billion spending plan signals that the AI boom is just getting started.Whether you are looking for the next hidden gem or a stable trillion-dollar titan, this episode breaks down the stocks defining the future of money and computing.#AIInvesting #StockMarket #Fintech #Nvidia #PassiveIncome #TechStocks #InvestingTips #FinancialFreedomNiche & #TSMC #GenerativeAI #WarrenBuffett #DigitalPayments #StockPicks2026 #Semiconductors #MarketTrends #GrowthStocks #SecondWaveAI #SmartMoney #WallStreet #TechNews #InvestmentStrategy

In today’s episode, we break down why US markets are slidingas sticky inflation data and geopolitical tensions rattle investors. We analyzethe latest PPI report showing wholesale inflation hitting levels not seen sinceFebruary 2024, signaling that the Federal Reserve will likely hold interestrates steady in the near term.

We also dive into the massive shake-up in Big Tech: Google(Alphabet) has surpassed a $4 trillion market cap following a "hugeloss" for OpenAI—a new deal to power Apple’s Siri with Gemini models.Meanwhile, Nvidia shares are slipping as China restricts imports of the H200chip despite US approval.

Key topics covered:

• The Macro Picture: Wholesale inflation jumps 3%,dampening hopes for immediate rate cuts, while 2025 home sales remain tied for30-year lows.

• Geopolitics & Commodities: Oil climbs above $66and Gold/Silver hit record highs as US-Iran tensions escalate.

• Crypto Surge: Bitcoin breaks $97,000 as the Senateunveils new regulatory legislation.

• Corporate News: Saks Global files for bankruptcy,and major banks like Bank of America and Wells Fargo sell off despite profitbeats.

Hashtags: #StockMarket #Bitcoin #Inflation #GoogleAI#Nvidia #Gold #RecessionWatch #FinanceNews #CryptoRegulation #SaksBankruptcy

AI stocks are heating up again — and today’s market news proves it. 🚀

Alibaba (BABA) just announced it will boost AI spending beyond $50 billion, sending its stock up nearly 9% in premarket. Micron (MU) crushed earnings expectations, pointing to stronger demand for NAND and SSDs as hyperscalers ramp up AI server deployments. And Nvidia (NVDA), fresh off its massive $100 billion deal with OpenAI, is showing that the AI arms race is far from cooling down.

#StockMarketToday #Alibaba #AIStocks #MicronEarnings #Nvidia #Powell #Nasdaq #SP500 #InterestRates #ThetaFuse

he stock market is riding an AI wave — but is it a real boom or just another bubble? In today’s episode of Theta Fuse, we break down Nvidia’s $100 billion OpenAI bet, Oracle’s role in the TikTok deal, and how the Federal Reserve’s latest rate cuts are shaking up Wall Street.

We’ll explore why Nvidia stock is powering the Nasdaq to record highs, how Oracle could benefit from its TikTok spotlight, and what Jerome Powell’s next move means for traders betting on more Fed cuts. Is this AI boom sustainable, or are we heading toward a dangerous bubble?

If you’re watching Nvidia, Oracle, the Fed, or just the broader AI-driven stock rally, this episode is your guide to understanding what’s hype and what’s real.

Disclaimer: This content is for educational and entertainment purposes only and not financial advice.

#Nvidia #AI #OpenAI #Oracle #FedCuts #StockMarket #StockMarketToday #Nasdaq #SP500 #DowJones #Investing #Trading #AIBubble

In today’s episode of Theta Fuse, we break down three massive stories shaking Wall Street and beyond:

• TikTok & Oracle Deal: Oracle takes control of TikTok’s U.S. algorithm, raising big questions about tech, politics, and stock market momentum.

• Powell Speaks: Fed Chair Jerome Powell is set to deliver remarks that could signal the next big move for interest rates and inflation. Traders everywhere are hanging on every word.

• Crypto Crash: More than $1.5B in leveraged bets wiped out in a single day. Bitcoin, Ether, Solana, and other tokens tumble—what’s next for crypto traders?

Whether you’re trading stocks, watching Powell for rate clues, or surviving the latest crypto crash, this episode gives you the insights you need to stay sharp and profitable.

👉 Don’t forget: This podcast is for educational and entertainment purposes only. Not financial advice. Always do your own research before making trades.

#TikTok #Oracle #CryptoCrash #Powell #Fed #StockMarket #CryptoNews #OptionsTrading #ThetaFuse #FinancePodcast