Economic Insights

<p>Alex and Selim talk about physical oil prices, record high S&P 500, Peter Magyar's crushing win, commodities, currencies and what really matters for next week. </p><p><br /></p>

<p>Alex and Selim talk about Trump threatening to wipe out a civilization, and his inevitable and unsurprising climb down. Also on the show, Hungarian elections, US CPI, and a belated review of the US job figures. </p>

<p>Alex and Selim talk about equity markets ending the week in correction territory as Trump's 10-day extension to the Iran deadline failed to convince investors. The conflict is no longer contained — the Houthis opened...

<p>The Middle East conflict escalates into new and more dangerous territory. Iran fires missiles at Turkey, the UAE faces drone strikes of increasing intensity, and early Saturday morning US jets hit Kharg Island...

<p>This week's show talks about oil, war, inflation and grow prospects for global economy. Payrolls data takes a backseat for once. </p>

<p>AI host Alex discusses how he is replacing humans with show producer Selim. Also on the show — the Citrini blog sparks an AI panic trade, credit markets flash warning signs with default rates fears rising, and...

<p>AI host Alex and show's producer Selim break down a week of market volatility driven by two major shocks: the Supreme Court’s strike-down of Trump’s tariffs and his immediate 15% global "replacement" fee. With the...

<p>Selim and Alex unpack a rollercoaster week where markets whipsawed between weak retail data, a surprisingly strong US jobs report, and a benign CPI print that some called "Goldilocks." They cover Japan's historic...

<p>AI host Alex and Selim break down how historic precious metals carnage collided with Wall Street's AI spending reckoning. From software lenders watching distressed loans double overnight to the BOE's dovish...

<p>AI host Alex and show producer Selim discuss the extreme volatility in precious metals and crypto markets, Kevin Warsh's nomination as FED chair, warn of an impending EM sell-off. Emering markets are in focus with...

<p>Alex and Selim talk about how Greenland almost sparked a transatlantic trade war until cooler heads prevailed in Davos, while Japan's bond yields went parabolic on election-fueled fiscal populism. Meanwhile, silver...

<p>AI host Alex and show producer Selim talk about the volatile week as geopolitical tensions flared from Tehran to Greenland, while the Fed Chair faced unprecedented DOJ pressure over central bank independence. Beneath...

<p>This week Ai host Alex and show producer Selim analyze the extraordinary geopolitical developments from Venezuela to the Middle East, explain why oil is heading to the low $50s despite the chaos, and explore where...

<p>AI host Alex talks to Selim about FED, currencies, commodities and emerging markets' outlook for 2026. </p>

<p>AI host Alex talks to the show producer about FED expectations, UK budget and Emerging Markets.</p>