Unusual Whales

Unusual Whales Pod Ep. 56: Reshoring in the United States, Tariffs, and Trade sponsored by Tema ETFs

This episode of the Unusual Whales Pod was recorded Live on March 3rd, 2025. Nicholas is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs who manages the American Reshoring ETF Trading Symbol: $RSHO. Join us as we explore the potential goals behind Trump’s proposed tariffs and the recent tensions between the U.S. and its trade allies. With insights from experts in macroeconomics, investing, portfolio management, and market research, we’ll examine how economists and analysts interpret the situation and what developments may lie ahead.

Panel:

Yuri Khodjamirian https://x.com/YuriKhodjam

Adam Ozimek https://x.com/ModeledBehavior

Marko Bjegovic https://x.com/MBjegovic

Andy Constan https://x.com/dampedspring

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

Unusual Whales: https://twitter.com/unusual_whales

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

Unusual Social Media:

Discord: https://discord.com/invite/unusualwhales

Facebook: https://www.facebook.com/unusualwhales

Instagram: https://www.instagram.com/unusualwhales/

Reddit: https://old.reddit.com/r/unusual_whales/

TikTok: https://www.tiktok.com/@unusual_whales

Twitter: https://twitter.com/unusual_whales

YouTube: https://www.youtube.com/unusualwhales/

Merch: https://unusual-whales.creator-spring.com/

Unusual Whales Pod Ep. 54: Trump, RFK Jr., and the U.S. Healthcare Outlook in 2025

This episode of the Unusual Whales Pod was recorded Live on February 24th, 2025. Our host is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs and their GLP-1, Obesity & Cardiometabolic ETF, ticker $HRTS. Along with experts in medicine, research, and markets, we take a look at potential policy shifts in the United States Healthcare system following Robert F. Kennedy Jr.’s appointment as Secretary of Health and Human Services.

Panel:

Yuri Khodjamirian https://x.com/YuriKhodjam

Dr. Jason Fung https://x.com/drjasonfung

Dr. Jesse Morse https://x.com/DrJesseMorse

Dr. Ken Berry https://x.com/KenDBerryMD

Nicolas Hulscher https://x.com/NicHulscher

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

Unusual Whales: https://twitter.com/unusual_whales

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

Unusual Social Media:

Discord: https://discord.com/invite/unusualwhales

Facebook: https://www.facebook.com/unusualwhales

Instagram: https://www.instagram.com/unusualwhales/

Reddit: https://old.reddit.com/r/unusual_whales/

TikTok: https://www.tiktok.com/@unusual_whales

Twitter: https://twitter.com/unusual_whales

Twitch: https://www.twitch.tv/unusualwhales

YouTube: https://www.youtube.com/unusualwhales/

Merch: https://unusual-whales.creator-spring.com/

Unusual Whales Pod Ep. 53: Trump, Tariffs, Trade, and Reshoring, sponsored by TemaETFs

This episode of the Unusual Whales Pod was recorded Live on February 4th, 2025. Nicholas is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs who manages the American Reshoring ETF Trading Symbol: $RSHO. Along with experts in macroeconomics, investing, portfolio management, and market research, we take a look into the potential goals of Trump’s proposed tariffs, now that some clashing between the US and trade allies have occurred. Come learn how macroeconomists and researchers view the situation, and what sort of things we can expect to see in the future!

Panel:

Yuri Khodjamirian https://x.com/YuriKhodjam

Adam Ozimek https://x.com/ModeledBehavior

Marko Bjegovic https://x.com/MBjegovic

Ben Golub https://x.com/ben_golub

Brent Johnson https://x.com/SantiagoAuFund

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

Unusual Whales: https://twitter.com/unusual_whales

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

Unusual Social Media:

Discord: https://discord.com/invite/unusualwhales

Facebook: https://www.facebook.com/unusualwhales

Instagram: https://www.instagram.com/unusualwhales/

Reddit: https://old.reddit.com/r/unusual_whales/

TikTok: https://www.tiktok.com/@unusual_whales

Twitter: https://twitter.com/unusual_whales

YouTube: https://www.youtube.com/unusualwhales/

Merch: https://unusual-whales.creator-spring.com/

This episode of the Unusual Whales Pod was recorded Live on January 29, 2025. Nicholas is joined by a panel of macro experts to dive deep into the topics of the Fed Rate Pause, Trump Administration fiscal policies, and the general macroeconomic outlook and markets as we break into 2025.

Panel:

Joseph Wang https://twitter.com/FedGuy12

Thelastbearstanding https://twitter.com/LastBearStandng

Cem Karsan https://twitter.com/jam_croissant

Marko Bjegovic https://x.com/MBjegovic

Randy Woodward https://x.com/TheBondFreak

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

Unusual Whales: https://twitter.com/unusual_whales

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

Unusual Social Media:

Discord: https://discord.com/invite/unusualwhales

Facebook: https://www.facebook.com/unusualwhales

Instagram: https://www.instagram.com/unusualwhales/

Reddit: https://old.reddit.com/r/unusual_whales/

TikTok: https://www.tiktok.com/@unusual_whales

Twitter: https://twitter.com/unusual_whales

Twitch: https://www.twitch.tv/unusualwhales

YouTube: https://www.youtube.com/unusualwhales/

Merch: https://unusual-whales.creator-spring.com/

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Episode 51: JPM Health Conference, Biotech, and Biopharma sponsored by BioPharmCatalyst

This episode of the Unusual Whales Pod, sponsored and joined by BioPharmCatalyst, was recorded Live on January 21, 2025. Our host is joined by doctors and BioTech investors to discuss the 43rd JPM Health Conference. Covering a wide array of topics from expiring patents, to industry hopes and concerns with the incoming administration, BioPharmCatalyst walks us through what they’re watching here at the top of 2025.

Panel:

BioPharmCatalyst https://twitter.com/BPharmCatalyst

Christian Marulanda https://x.com/crismarulandac

Dr. Jason Fung https://x.com/drjasonfung

Christian Angermayer https://twitter.com/C_Angermayer

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

Unusual Whales: https://twitter.com/unusual_whales

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

Unusual Social Media:

Discord: https://discord.com/invite/unusualwhales

Facebook: https://www.facebook.com/unusualwhales

Instagram: https://www.instagram.com/unusualwhales/

Reddit: https://old.reddit.com/r/unusual_whales/

TikTok: https://www.tiktok.com/@unusual_whales

Twitter: https://twitter.com/unusual_whales

Twitch: https://www.twitch.tv/unusualwhales

YouTube: https://www.youtube.com/unusualwhales/

Merch: https://unusual-whales.creator-spring.com/

Unusual Whales Pod Ep. 50: Nuclear Energy and Power, sponsored by Tema ETFs

This episode of the Unusual Whales Pod was recorded Live on January 14, 2025. Our host is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs and their Electrification ETF, $VOLT. Along with experts in nuclear energy production, safety, and markets, the Panel discusses everything from the supply-demand concerns, to the incoming US Presidential administration’s potential effects on Nuclear Energy

Panel:

Yuri Khodjamirian https://x.com/YuriKhodjam

Jenifer Avellaneda https://x.com/NuclearHazelnut

Justin Huhn https://x.com/uraniuminsider

Mark Nelson https://x.com/energybants

JR Majewski https://x.com/JRMajewski

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

Unusual Whales: https://twitter.com/unusual_whales

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

Unusual Social Media:

Discord: https://discord.com/invite/unusualwhales

Facebook: https://www.facebook.com/unusualwhales

Instagram: https://www.instagram.com/unusualwhales/

Reddit: https://old.reddit.com/r/unusual_whales/

TikTok: https://www.tiktok.com/@unusual_whales

Twitter: https://twitter.com/unusual_whales

Twitch: https://www.twitch.tv/unusualwhales

YouTube: https://www.youtube.com/unusualwhales/

Merch: https://unusual-whales.creator-spring.com/

Unusual Whales Pod Ep. 50: The 2024 Congress Trading Report - Who In Congress Beat the market?

This episode was generated by Google's Notebook LM and fine tuned with prompts.

We published our 2024 Congressional Trading report. Like every year since 2020, some US politicians beat the market. From the start of 2024 to year end, many had unusual trades & huge portfolio gains. Here are the top political traders of 2024.

This year, Democrats beat their Republican counterparts. Dems were up 31% & Republicans +26%. Meanwhile the S&P500 itself was up 24.9%. Many traded, despite having conflicts between their committees and stock holdings. Read the full report here: http://unusualwhales.com/congress-trading-report-2024

By:

Unusual Whales: https://twitter.com/unusual_whales

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

Unusual Social Media:

Discord: https://discord.com/invite/unusualwhales

Facebook: https://www.facebook.com/unusualwhales

Instagram: https://www.instagram.com/unusualwhales/

Reddit: https://old.reddit.com/r/unusual_whales/

TikTok: https://www.tiktok.com/@unusual_whales

Twitter: https://twitter.com/unusual_whales

Twitch: https://www.twitch.tv/unusualwhales

YouTube: https://www.youtube.com/unusualwhales/

Merch: https://unusual-whales.creator-spring.com/

Unusual Whales Pod Ep. 49: 25 Basis Point Fed Rate CUT, Bonds, Housing, and Inflation

This episode of the Unusual Whales Pod was recorded Live on December 18, 2024. Nicholas is joined by a panel of macro experts to discuss the Fed rate cut, Housing costs, recessionary signals, the Bond yields and the connotations inherent within.

Panel:

Joseph Wang https://twitter.com/FedGuy12

Thelastbearstanding https://twitter.com/LastBearStandng

Bob Elliott https://x.com/BobEUnlimited

Jonny Matthews: https://x.com/super_macro

Cem Karsan https://twitter.com/jam_croissant

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

Unusual Whales: https://twitter.com/unusual_whales

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

Unusual Social Media:

Discord: https://discord.com/invite/unusualwhales

Facebook: https://www.facebook.com/unusualwhales

Instagram: https://www.instagram.com/unusualwhales/

Reddit: https://old.reddit.com/r/unusual_whales/

TikTok: https://www.tiktok.com/@unusual_whales

Twitter: https://twitter.com/unusual_whales

Twitch: https://www.twitch.tv/unusualwhales

YouTube: https://www.youtube.com/unusualwhales/

Merch: https://unusual-whales.creator-spring.com/

This episode of the Unusual Whales Pod was recorded Live on December 10, 2024. Our host is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs who manages the American Reshoring ETF Trading Symbol: $RSHO. Along with experts in macroeconomics, investing, portfolio management, and market research, we dive deeper into the goals and potential effects of President Elect Donald Trump’s Tariff plans.

Panel:

Yuri Khodjamirian https://x.com/YuriKhodjam

Brent Johnson https://x.com/SantiagoAuFund

Boris Kovacevic https://x.com/MacroKova

Adam Ozimek https://x.com/ModeledBehavior

Andy Constan https://x.com/dampedspring

Jens Nordvig https://x.com/jnordvig

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

Unusual Whales: https://twitter.com/unusual_whales

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

Unusual Social Media:

Discord: https://discord.com/invite/unusualwhales

Facebook: https://www.facebook.com/unusualwhales

Instagram: https://www.instagram.com/unusualwhales/

Reddit: https://old.reddit.com/r/unusual_whales/

TikTok: https://www.tiktok.com/@unusual_whales

Twitter: https://twitter.com/unusual_whales

Twitch: https://www.twitch.tv/unusualwhales

YouTube: https://www.youtube.com/unusualwhales/

Merch: https://unusual-whales.creator-spring.com/

Unusual Whales Pod Ep. 46: Fed CUTS RATES by 25BPS, Trump Tariffs, Equities, and Jerome Powell

This episode of the Unusual Whales Pod was recorded Live on November 7th, 2024. Our host is joined by a panel of macro experts to discuss the Fed rate cut, the implications of Trump’s presidency on the economy, the Fed, and Tariffs, and the state of the economy, of commodities and equities, as well as the Fed’s mandate moving forward toward a new year in 2025.

Panel:

Joseph Wang https://twitter.com/FedGuy12

Thelastbearstanding https://twitter.com/LastBearStandng

Bob Elliott https://x.com/BobEUnlimited

Martin Pelletier https://twitter.com/MPelletierCIO

Cem Karsan https://twitter.com/jam_croissant

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

Unusual Whales: https://twitter.com/unusual_whales

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

Unusual Social Media:

Discord: https://discord.com/invite/unusualwhales

Facebook: https://www.facebook.com/unusualwhales

Instagram: https://www.instagram.com/unusualwhales/

Reddit: https://old.reddit.com/r/unusual_whales/

TikTok: https://www.tiktok.com/@unusual_whales

Twitter: https://twitter.com/unusual_whales

Twitch: https://www.twitch.tv/unusualwhales

YouTube: https://www.youtube.com/unusualwhales/

Merch: https://unusual-whales.creator-spring.com/