Wall Street Truthbombs Podcast

Today's retail sales report looked weak—but the headline doesn't tell the whole story.

Gasoline prices collapsed, dragging down dollar-denominated retail receipts while Americans continued spending online and outside the pump. We break down why the media narrative is missing the bigger picture, what the ex-gasoline data actually shows, and why this could completely change how investors interpret the economy and the Federal Reserve's next move.

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Trump appointed Kevin Warsh expecting a new direction at the Federal Reserve—but his first testimony told a very different story.

Warsh made it clear the Fed has zero tolerance for inflation, emphasized central bank independence, and signaled that protecting credibility may matter more than protecting stock prices.

In this Wall Street Truth Bomb, Mark Malek explains:
Why the market may be misreading CPI
Why rate cuts aren't guaranteed
The real message behind Warsh's testimony
Why supply-driven inflation changes everything
Why the Fed Put may officially be dead
What this means for stocks, bonds, and your portfolio

If the bond market is right, investors may be far too complacent.
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IBM's earnings miss wasn't just about IBM—it may have revealed the biggest hidden risk in the entire AI investment cycle.

In this episode of Wall Street Truth Bombs, Mark Malek explains why corporations are still spending hundreds of billions on AI infrastructure while very few are seeing measurable returns. We break down IBM's historic selloff, the $600 billion gap between AI spending and AI revenue, why the S&P 500 has stalled despite soaring earnings expectations, and what this means for Nvidia, Microsoft, Amazon, Meta, Google, Oracle and the future of the AI trade.

If you're investing in technology stocks, this is one market signal you can't afford to ignore.

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Today's CPI report looked like incredible news for investors—but what if it's already obsolete?

In this episode of Wall Street Truth Bombs, we break down why the June inflation report may be measuring an economy that no longer exists. The Strait of Hormuz transit levy, surging oil prices, core goods inflation, and the Federal Reserve's next move could completely change the market narrative over the next several weeks.

We also examine Christopher Waller's warning, why the Fed may be closer to tightening than cutting, and how higher energy costs could quietly spread through the entire economy before investors realize what's happening.

If you're investing in stocks, following inflation, watching interest rates, or trying to understand where the economy is headed, this is an analysis you won't want to miss.

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Truthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do  not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions.

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Today's CPI report is making headlines for all the wrong reasons.

Wall Street is celebrating a sharp drop in June inflation, but what if the data is already outdated?

In this episode of Wall Street Truth Bombs, we break down why the latest CPI report may be describing a world that no longer exists. Energy prices drove most of the decline, but with oil surging, tensions escalating in the Strait of Hormuz, and the Federal Reserve preparing for its next interest rate decision, the inflation story may be far from over.

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Truthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do  not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions.

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America's largest power grid nearly reached its breaking point—and the federal government had to step in with an emergency order that barely made headlines.

In this episode of Wall Street Truthbombs, Mark Malek explains what really happened inside the PJM power grid, why data centers were ordered to disconnect, and what this reveals about the hidden cost of the AI infrastructure boom. As Big Tech spends hundreds of billions on AI, America's aging electrical grid is becoming the next major bottleneck—and investors may not be prepared for what comes next.

We break down the July 2 emergency, AI power demand, utility debt, rising electricity costs, bond market implications, and why this may be one of the biggest underappreciated risks facing markets today.

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The global bond market is about to absorb nearly $29 trillion in new borrowing—but the headline hides a much bigger story.

In today's Wall Street Truth Bomb, Mark Malek explains why record-low credit spreads may not signal economic strength at all. Instead, nine Big Tech companies are reshaping global debt markets through unprecedented AI spending, while smaller businesses face rising refinancing risks and investors become increasingly dependent on short-term traders.

Topics include:
Global debt reaches $29 trillion
AI spending and Big Tech borrowing
Credit spreads explained
OECD global debt report
Corporate refinancing risks
Quantitative tightening (QT)
Hedge funds replacing central banks
Why the bond market may be misleading investors

If you enjoy macro investing, market analysis, Federal Reserve insights, and hidden risks Wall Street isn't discussing, subscribe to Wall Street Truth Bombs.

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Markets are facing another critical moment.
Today we're breaking down the latest developments in the Strait of Hormuz and what they could mean for oil prices, inflation, and the global economy. We also discuss the growing speculation surrounding Kevin Warsh and the Federal Reserve, along with the newest employment data and what it says about the strength—or weakness—of the U.S. economy.

In today's live stream we'll cover:
• Strait of Hormuz update and oil markets
• Kevin Warsh and the future of the Federal Reserve
• Latest jobs report and labor market trends
• Inflation implications
• Interest rates
• Stock market outlook
• What investors should watch next

Join us live and ask your questions throughout the show.

#foryou #stockmarket #investing #trading #money #economy

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This week, Wall Street faced escalating Middle East tensions, a divided Federal Reserve, slowing economic data, and a massive wave of AI investment... yet stocks kept pushing toward record highs.

Siebert - Financial Freedom for Everyone: 
https://www.siebert.com

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Wall Street just launched an entirely new credit default swap index, giving institutional investors a way to hedge—or bet against—private credit funds and regional banks. Why now?

In this episode of Wall Street Truthbombs, Mark Malek explains what credit default swaps really are, why the world's largest banks created this market, what massive redemption requests from private credit funds are signaling, and why refinancing costs may become the next major risk facing the financial system.

You'll learn how private credit, regional banks, and rising defaults are becoming increasingly interconnected—and why Wall Street's actions may reveal more than the headlines.

If you want macroeconomic analysis before it reaches the mainstream media, subscribe and join us every day for Wall Street Truthbombs.

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