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Hosted by Rhaul Nasa · 🇺🇸 US · EN-US · 25 episodes
Established thought leaders with verified media credentials.
Markets don't care about your feelings. Bid/Ask cuts through the narrative and focuses on what matters: price, policy, and pressure points. We break down the macro forces behind the headlines—central bank moves, liquidity shifts, volatility triggers—and translate them into actionable market context. This isn't your grandfather's financial news. It's alpha in audio form. Daily drops for those who trade the reality, not the hype.
Rhaul Nasa hosts BID/ASK, a business show with 25 episodes published.
THE 30YR HAS BEEN ABOVE 5 FOR THE LONGEST STRETCH SINCE 2007, WITH THE FED 150BP LOWER THAN IT WAS THEN. THAT GAP IS TERM PREMIUM, NOT POLICY. INSIDE: WHY THE FED CANT FIX THE LONG END, HOW IT TRANSMITS TO YOUR AI NAMES,
This week on Bid/Ask: the Korean ants. Who the gaemi are, why Korea's margin debt is growing at double the pace of the US and China, and why traders there are paying nearly 10 percent interest to stay levered long. With
SK Hynix prices the biggest foreign listing in US history into a bleeding semi tape. The CLARITY Act has three Senate weeks to live or it's dead until 2030. And airlines report earnings with jet fuel surging on the Iran
ON THIS EPISODE OF THE BID/ASK PODCAST WE BREAK DOWN THE TWO BIGGEST STORIES HEADING INTO THE HOLIDAY WEEK. FIRST, META RIPS NEARLY 9% ON REPORTS OF META COMPUTE, A NEW CLOUD BUSINESS BUILT TO RENT OUT EXCESS AI CAPACITY
MICRON'S RECORD QUARTER, THE AI INFRASTRUCTURE READ THROUGH, AND WARSH'S DOLLAR. SEASON 2 KICKS OFF WITH THE BIGGEST CATALYST OF THE WEEK.
That's a wrap on Season 1. We came in when the tape was moving, covered the names that mattered, and didn't sugarcoat a single print. That's what this show is built on no filler, no noise, just the market as it actually
EVERYONE IS BUYING THE GOLD RUSH. WE'RE BUYING THE SHOVELS. IN THIS EPISODE WE GO ONE LAYER BENEATH THE HBM AND PHOTONICS NAMES EVERYONE IS ALREADY IN AND MAP THE SUPPLY CHAIN PLAYS THE MARKET HASN'T FULLY PRICED. PACKAG
NVDA just dropped a monster quarter $81B in revenue, $91B Q2 guide, data center nearly doubling YoY. But the real trade isn't the headline. It's what Jensen can't ship fast enough. HBM is sold out through 2026. CoWoS pac
Stock price = Earnings per share × Multiple (P/E). Earnings tell you what the company makes. The multiple tells you what the market is willing to pay for those earnings. A rerating or de-rating is when that second number
In this episode, we break down one of the biggest market days of the year: the FAANG and mega cap earnings wave alongside Jerome Powell’s final Federal Reserve meeting as Chair. We start with Big Tech. Meta delivered str
What do a 1901 railroad war, a grocery store chain, and a video game retailer have in common? Someone ran out of shares to buy. In this episode we break down the anatomy of the locked-float squeeze from JP Morgan and E.H
11 consecutive green days. an 11% move. a 1-in-450 event and you watched it happen in real time. but nobody's talking about what comes next. in this episode we break down the only question that matters right now: what ha
Is the ceasefire real. Is the inflation print realer. On April 8th the US and Iran agreed to a two week pause brokered by Pakistan. Iran put forward a 10 point proposal covering Hormuz transit, sanctions relief, war repa
the quantatollah was right. on sunday night, iran's parliament speaker posted trading advice to the world. he called trump's pre-market announcements a reverse indicator and told everyone to fade the pump. the crowd love
FIVE MINUTES BEFORE TRUMP ANNOUNCED THE 90-DAY TARIFF PAUSE, AN ANOMALOUS $1.5 BILLION CLIP HIT ES FUTURES. OIL WAS SOLD SHORT IN SIZE SIMULTANEOUSLY. THE MOVES WERE 4 TO 6 TIMES LARGER THAN ANY OTHER TRADE DURING THAT C
AI IS EATING SOFTWARE. BANKS ARE EATING CRYPTO. THE SOFTWARE SECTOR JUST ENTERED A BEAR MARKET AND NOBODY RANG A BELL. THE ISHARES EXPANDED TECH-SOFTWARE ETF IGV IS DOWN 24% YEAR-TO-DATE. ORACLE IS DOWN 56% FROM ITS SEPT
WHILE IRAN WAS BURNING TANKERS AND CLOSING THE STRAIT OF HORMUZ, THE BLS DROPPED A JOBS REPORT NOBODY ASKED FOR. 50,000 JOBS. SOFT. UGLY. AND COMPLETELY IRRELEVANT TO THE BIGGEST MACRO TRADE OF 2026. BECAUSE WHILE YOU WE
The Biggest Short You Never Heard Of War in Iran. Oil in play. And the most secretive firm on Wall Street just got exposed. Jane Street Capital runs 10% of all U.S. equity trades, made $20 billion last year, and their fo
This week we break down one of the most important storylines in the AI trade. Nvidia just delivered another massive earnings report, posting record revenue driven by relentless demand for AI chips. On the surface, the nu
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BID/ASK is hosted by Rhaul Nasa. The show is categorised under business (investing) and has published 25 episodes.
BID/ASK has published 25 episodes.
BID/ASK regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of BID/ASK average 42 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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