Market Radar was established with a straightforward, no-nonsense approach to understanding markets. We’ve harnessed the power of data-driven analysis to develop macroeconomic financial models that are both effective and easy to understand. In a social media landscape cluttered with aggressive sales tactics targeting everyday investors, we aim to be the voice of reason in the macro space.
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Contact path
Verified email
Booking probability
36%
Guest openness
Selective
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Signup to Generate a PitchMarket Radar was established with a straightforward, no-nonsense approach to understanding markets. We’ve harnessed the power of data-driven analysis to develop macroeconomic financial models that are both effective and easy to understand. In a social media landscape cluttered with aggressive sales tactics targeting everyday investors, we aim to be the voice of reason in the macro space.
Radar Podcast is hosted by Market Radar. The show has published 235 episodes to date.
Recent episodes include "Don't Buy the Crash Until You See This" (30 October 2026, 27 minutes), "What Happens When AI Stops Holding Up the Market" (23 October 2026, 38 minutes), and "What Happens When AI Stops Getting Better" (9 October 2026, 38 minutes).
Radar Podcast publishes roughly weekly, with episodes averaging 36 minutes across 235 episodes.
Booking probability for Radar Podcast is 36%, and the host is rated Selective on guests. Radar Podcast requires a Pod Score of 80 or higher. Radar Podcast's contact route on record: verified email.
The strongest fits for Radar Podcast are Investment Banking & Trading. Radar Podcast has a business audience.
Market Radar hosts Radar Podcast, a business podcast with 235 episodes published.
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Episode #238
We are four months into risk off and the AI trade is finally cracking. Google, Amazon and Intel got hit on CapEx. Apple made new highs. That tells you where the damage is. We cover why risk off is not a crash call, what...
Radar Podcast
This week we cover the semiconductor selloff and why it does not mean the AI build-out is over. We explain why inference matters more than training. We look at the rotation into defensives, dip buying in a risk-off...
Episode #235
Bitcoin is giving back its gains and we are still not positioned. We cover why the regime filter keeps us out and why chop is the bigger risk than a crash. We get into long end yields rising on risk premium, not growth...
Episode #234
We break down why the back end of the crude curve is still pricing an Iran premium while the front month fades, and why diesel is the energy market to watch. We explain what is actually driving the bond selloff and why...
Episode #232
The Fed hiked into an energy shock this week and we think the bond market forced their hand. We break down why this move is oil driven, not growth driven, why the 5% ceiling on the 10 year does not hold in stagflation...
Radar Podcast
Yields are ripping while growth flatlines, and that combination is restrictive, not bullish. We break down why rates above 4.75% stop helping banks, what the regime map says comes after stagflation, and why the bond...
Episode #230
Bitcoin is squeezing shorts and we explain what we need to see before taking our leveraged long. We look at rates pressing the 4.75 ceiling into NFP, housing and homebuilders, and whether the consumer is actually...
We cover the rotation out of AI hardware into software, the gold versus Bitcoin trade, what Bitcoin still needs before we buy it, and why the debasement trade is the wrong frame. Plus Warsh into Jackson Hole and the...
Episode #228
Bitcoin surged this week on a record wave of short liquidations, and gold broke out alongside it, but equities never confirmed the move. We explain why this looks like a short squeeze rather than the start of a real...
Episode #227
We break down why the S&P is at record highs while the AI names lag, and why leadership is rotating from semis into software. We cover the in line CPI print, collapsing hike odds, and what Warsh is doing to the curve...
The S&P printed an all-time high on an Iran headline that's fallen through every other time it's shown up, semis are still 15% off their highs, and until our system flips we think this is a fake out. We lay out why the...
Episode #225
We sold all of our tech on July 14 and we have not bought it back. The AI CapEx trade that carried the Nasdaq is fractured, Leopold got liquidated, and the vibes that took SanDisk to 2,400 are not healing in a straight...
We went full risk off on the 14th, and the worst case scenario we've been warning about is now playing out: inflation impulses re-accelerating on the Hormuz escalation, growth impulses dead in the water, and a 63%...
We break down whether this is a market crash or just a rotation as capital flees semis and the AI CapEx trade into financials, healthcare, and utilities. Our regime model has flipped to stagflation, and we explain why...
Episode #222
The market is at an inflection point, equities have not gone anywhere since inflation risks have come back on the table. We dive into the risks of an inflation resurgeance and the weak consumer. Learn More...
We break down why the inflation scare is already fading, with the 4.2% print looking transitory off tariffs and Iran rather than real consumer demand. Then we get into the two-economy split, the price insensitive...
We break down Warsh's first FOMC presser and what less Fed forward guidance means for markets, then our latest Ledger post: why disinflation is the bull case, the case for an expansion regime, and how the weak consumer...
Episode #219
In this episode we break down the SpaceX IPO and why we think a $1.7 trillion valuation sets up a retail trap rather than the deal everyone is chasing, including the wave of insider divesting and our case for a Tesla...
We discuss Bitcoin's decline and what it would actually take for us to retire Astraeus, making the case that this is a weak consumer story tied to who sits inside the AI CapEx flywheel rather than a reason to abandon...
This week we dig into the enterprise stimulus flywheel carrying the market, the loop of AI capex and private capital that has memory names like Micron printing record income while the consumer never sees a dollar of it...
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