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PODCAST

The Rundown

Daily stock market update in under 10 minutes. Stay up to date with the companies making the biggest moves and learn about the economic news that can help you be a better investor. Hosted by Zaid Admani. Created by Public.com.

business investing

All Episodes

00:28:08

Why Tariffs Haven't Tanked the Economy (ft. Justin...

The Rundown ·

2025/12/21

Kyla Scanlon and Justin Wolfers, Professor of Public Policy and Economics at University of Michigan, join the show to break down the Federal Reserve’s latest rate cut—and why growing internal dissent at the Fed actually matters. We unpack what the dot plot reveals, how markets may be misreading Jerome Powell, and whether inflation data is being misunderstood rather than manipulated. The conversation also dives into tariffs, affordability, and why cost-driven inflation hits households differently

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00:09:52

Deep Dive: Is Medline the Costco of Healthcare?...

The Rundown ·

2025/12/20

Medline just pulled off the biggest IPO of 2025, beating out higher-profile names like Circle, Klarna, and Figma despite being a company most people have never heard of. In this episode, we break down how this family-owned medical-supply giant built a massive moat, why its CEO calls it the “Costco of Healthcare,” and the risks investors should be watching.

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00:09:49

Nike Tanks After Warning of Sales Drop, TikTok Signs...

The Rundown ·

2025/12/19

Market update for December 19, 2025. Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Economists question the quality of the inflation dataNike beats earnings but warns of weaker sales and margin pressureTikTok moves closer to a U.S. spinoff with Oracle-led investorsCoreWeave joining the federal government’s AI “Genesis” missionMaybe the greatest fun fact in this show’s history

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00:09:53

Netflix Goes All-In on Podcasts, Instacart Probed by...

The Rundown ·

2025/12/18

Market update for Thursday December 18, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode we discuss:Oracle’s data center financing concernsA cooler-than-expected CPI reportNetflix’s push into podcasts as YouTube lands the OscarsActivist investor Elliott’s $1B stake in LululemonMicron surging on strong memory demand Instacart drops on FTC scrutiny over dynamic pricingNetflix bringing FIFA video game and big-money trivia

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00:09:59

WBD Rejects Paramount Bid, Amazon in Talks to Invest...

The Rundown ·

2025/12/17

Market update for Wednesday, December 17, 2025. Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode: Warner Bros. rejects Paramount bidOpenAI in talks with Amazon for $10B investmentDBV shares soar on peanut allergy drug trial winLennar shares fall on housing profit missWaymo hits $100 billion valuation

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00:09:59

Unemployment Climbs to 4-Year High, Ford Hits the...

The Rundown ·

2025/12/16

Market update for Tuesday, December 16, 2025Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and instant reactions.In today’s episode:Jobs data signals a cooling labor marketFord takes a $19.5B hit and resets its EV strategyPayPal applies to become a bankNasdaq pushing for 23hr trading

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00:09:23

SpaceX Interviewing Banks for IPO, Netflix Defends...

The Rundown ·

2025/12/15

Market update for December 16, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Check out our weekend episodes:Deep Dive: Oracle’s Big Gamble on AIInterview: Space Reporter Eric Berger about SpaceX IPO In today’s episode:Investors rotate out of big tech and into small capsNetflix lays out its case for acquiring Warner Bros amid antitrust scrutinySpaceX begins interviewing banks for a possible IPO in 2026Micron jumps after Mizuho raises its price target to

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00:26:35

The SpaceX IPO is Coming. Here's Why Elon Musk Can No...

The Rundown ·

2025/12/14

Eric Berger, senior space editor at Ars Technica and author of Liftoff, joins to break down why SpaceX may finally be preparing to go public, and why this could become the biggest IPO in history. Berger unpacks Elon Musk’s long resistance to public markets, how Starlink transformed SpaceX from a launch company into a revenue machine, and why the AI arms race is pulling SpaceX into an entirely new business: data centers in space.

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00:10:40

Deep Dive: What Oracle Actually Does (& Why It’s...

The Rundown ·

2025/12/13

Oracle is making one of the biggest bets in tech, reinventing itself as a core pillar of AI infrastructure while piling on massive debt.In this weekend deep dive, we break down Oracle’s pivot, its deep ties with OpenAI and Nvidia, and the AI contracts driving a $500 billion backlog.We lay out the bull case for Oracle becoming a neutral backbone of the AI economy and the bear case around leverage, customer concentration, and brutal cloud competition.Is Oracle building the future of AI, or becoming

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00:09:20

Broadcom Delivers Weak AI Sales Outlook, Lululemon...

The Rundown ·

2025/12/12

Stock market update for December 12, 2025.

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00:09:54

Oracle Shares Nosedive on Sales Miss, OpenAI Makes...

The Rundown ·

2025/12/11

Market update for December 11, 2025Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and instant reactions.Today we break down:Fed cuts rates by 25 bpsOracle misses the mark on sales expectationsDisney Sings a $1B deal with OpenAIEli Lilly sees trial success with new weight-loss drug

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00:09:23

DeepSeek Smuggles Nvidia Chips, ChatGPT Partners with...

The Rundown ·

2025/12/10

Market update for December 10, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Today we break down:What to expect from the Fed meeting and Powell’s press conferenceOracle’s high-stakes earnings as debt worries pile upDeepSeek reportedly uses smuggled Nvidia chips to train its next modelOpenAI bringing Photoshop into ChatGPT plus a new CRO The day’s biggest movers: silver’s record run and GameStop’s earnings slide

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00:08:52

Trump Approves Nvidia’s H200 chips to China; Google...

The Rundown ·

2025/12/09

Market update for December 9, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode we discuss: 10-year Treasury climbs despite rate cuts expectedTrump approves Nvidia’s H200 chip sales to China with a 25% revenue cut to the U.SGoogle’s plans to launch AI smart glasses in 2026Ares Management surges after being added to the S&P 500Toll Brothers falls on soft housing demand and margin pressureNetflix launches a new live mobile game show

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00:09:55

Trump Targets Netflix Deal as Paramount Launches...

The Rundown ·

2025/12/08

Market update for Monday, December 8, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

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00:16:16

Deep Dive: The Economics Behind Netflix’s Warner Bros...

The Rundown ·

2025/12/07

Netflix just made the biggest bet in its history: an $83 billion deal to acquire Warner Bros and HBO. In today’s deep dive, Zaid breaks down how this deal came together, why Netflix is taking on $75 billion in debt, and what the bull and bear cases look like for investors. We also cover the regulatory battle ahead and how rivals like Paramount could reshape the outcome.

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00:22:23

How Oklo Is Capitalizing on America’s Nuclear Revival...

The Rundown ·

2025/12/06

Oklo CFO Craig Bealmear joins Zaid Admani to break down the nuclear energy revival and why demand for small, flexible reactors is exploding. He explains how new executive orders, faster permitting, and Department of Energy pilot programs are accelerating Oklo’s path to deployment, including the groundbreaking of its first Aurora powerhouse. We get into the impact of the AI data-center boom, Oklo’s growing 14-GW order book, and why the company’s customer base extends far beyond tech. Craig also talks

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00:09:57

Netflix Buys WBD in Historic $83B Deal, Tesla...

The Rundown ·

2025/12/05

Market update for December 5, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

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00:09:58

Meta Hires Apple Design Chief, Sam Altman Explores a...

The Rundown ·

2025/12/04

Market update for December 4, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, we discuss:Small cap stocks rallyMeta hiring Apple design chief Sam Altman’s plans to build a SpaceX competitor Earnings Recap: Salesforce, SnowflakeFanatics launches prediction market

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00:09:53

Anthropic Eyes 2026 IPO, Amazon Launches New AI Chip

The Rundown ·

2025/12/03

Market update for December 3, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:Trump’s hints at next Fed Chair Anthropic plans for 2026 IPOAmazon’s new Tranium 3 chip Earnings recap for American Eagle and MacysMichael Dell’s $6.25 Billion donation to American kids

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00:09:45

OpenAI Declares Code Red, Apple’s AI Chief Steps Down

The Rundown ·

2025/12/02

Market update for December 2, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

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