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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

00:09:58

SpaceX Merges with xAI, Palantir Delivers Blowout...

The Rundown ·

2026/02/03

Market update for Tuesday February 3, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Cathie Wood Interview (Spotify, YouTube)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:SpaceX merges with xAI, creating the most valuable private company on EarthPalantir shares surge after blowout earnings and strong guidance driven by AI demandDisney officially names Josh D’Amaro as its next CEO, ending a long

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00:09:58

Gold and Silver Crash, Disney Preps for New CEO

The Rundown ·

2026/02/02

Market update for Monday February 2, 2026.Silver Deep Dive: (Spotify)(YouTube)Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode we recap:Why Gold and silver and bitcoin are crashingDisney’s earnings beat as the company picks new CEOOracle announces plans to raise up to $50B to fund its massive AI data center buildoutUnity rebounds after last week’s AI-driven

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00:29:59

Cathie Wood On Tesla’s Robotics Bet, Bitcoin vs....

The Rundown ·

2026/02/01

Cathie Wood joins to explain “The Great Acceleration” — how five technologies are converging at once: AI, robotics, energy storage, multiomics, and public blockchain. She lays out why Elon Musk and Tesla sit at the center of this shift and how robotaxis could drive the majority of Tesla’s future value sooner than markets anticipate. Wood also weighs in on space-based data centers, the shakeout in software, and why productivity gains may accelerate faster than investors expect. Plus, she defends

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00:10:39

Deep Dive: Why Silver Just Collapsed

The Rundown ·

2026/01/31

In today’s weekend deep dive, we’re breaking down the chaos in the silver market.Silver prices went on a historic run before crashing more than 30% in a single day. So what happened?We'll breakdown:Why silver rallied so aggressively in the first placeSilver’s critical role in AI, data centers, solar, and EVsThe tight supply dynamics that make silver uniquely volatileWhy some analysts think we’re entering a commodities supercycleHow Trump’s pick for the next Fed Chair helped trigger Friday’s

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00:09:59

Apple Post Strong iPhone Sales, Trump Picks Warsh as...

The Rundown ·

2026/01/30

Market update for Friday January 30, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Gold and silver pull back Trump picks Kevin Warsh to be next Chairman of the Federal ReserveApple posts a blowout earnings report as iPhone sales surge, but investors focus on rising costs and margin pressureOpenAI planning for Q4 IPOSandisk surges on booming AI-driven memory demand while KLA slides on supply constraintsElon considers potential SpaceX merger

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00:09:59

Meta Pops, Microsoft Slides, Tesla Bets Big on Robots

The Rundown ·

2026/01/29

Market update for Thursday January 29, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:The Fed holds rates steady as Powell offers little new guidanceGold and silver rip to record highs after the Fed meetingTesla beats earnings but makes a massive pivot toward AI and humanoid robotsMicrosoft sells off despite strong results as AI spending and cloud growth raise concernsMeta surges on earnings as its ad business powers aggressive AI

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00:09:59

ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

The Rundown ·

2026/01/28

Market update for Wednesday January 28, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:US Dollar continues to slideASML delivers record orders, signaling that AI infrastructure spending is still acceleratingChina approves sales of Nvidia’s H200 chips to major tech firmsAmazon announces 16,000 corporate layoffsStarbucks shares jump after traffic grows for the first time in two yearsCorning slips on guidance despite landing a massive $6B AI

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00:09:59

Trump’s Medicare Proposal Tanks Health Insurance...

The Rundown ·

2026/01/27

Market update for Tuesday January 27, 2026.Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Gold hits record levels while the dollar slides and Bitcoin falls behindHealth insurers sink after the Trump administration signals tighter Medicare Advantage paymentsGM shares jump as the automaker leans into gas-powered trucks and boosts buybacksMicron rallies on a $24B chip investment while Boeing slides despite solid earningsMichael Burry says he’s

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00:09:57

Nvidia Invests $2B in CoreWeave, OpenAI Ramps Up...

The Rundown ·

2026/01/26

Market update for January 26, 2026.Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Gold and silver surge as money flows into hard assetsNvidia invests another $2B into CoreWeave to accelerate AI data center expansionOpenAI ramps up efforts to win enterprise customers and take share from AnthropicUSA Rare Earth rallies after US Government takes 10% stake

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00:27:38

Can You Govern the Economy Like a Reality TV Show?...

The Rundown ·

2026/01/25

Kyla Scanlon, Author of "In This Economy?” joins The Rundown to unpack why markets and the global economy increasingly feel like a reality TV show. We break down the end of the “Great Moderation,” the bond market’s new role as a check on political power, and why uncertainty may be the defining economic force of the next decade. Kyla and Zaid dive into Japan’s fragile bond market, the unraveling of the yen carry trade, and how global capital flows could push borrowing costs higher in the U.S

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00:10:15

Deep Dive: What Rocket Lab Actually Does (And Why...

The Rundown ·

2026/01/24

Rocket Lab is often labeled the “other SpaceX” — but that misses what actually makes the company interesting. In this weekend deep dive, we break down what Rocket Lab really does, from its Electron rocket to its fast-growing satellite manufacturing business. We dig into CEO Peter Beck’s origin story, the company’s vertically integrated model, and why its upcoming Neutron rocket could be a game-changer. Plus, the bull and bear case on Rocket Lab’s stock as space spending, defense contracts, and

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00:10:00

Intel Fumbles the AI Boom, TikTok Finalizes US Deal

The Rundown ·

2026/01/23

Market update for January 23, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Global investors quietly diversify away from U.S. assets, fueling gains in gold and emerging marketsIntel shares slide after the chipmaker admits it can’t keep up with surging AI data-center demandTikTok finalizes a deal to stay in the U.S., reshaping ownership but keeping its algorithm in placeNatural gas prices surge as a major winter storm threatens nearly half

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00:09:57

Stocks Climb After Greenland Tensions Ease, Apple...

The Rundown ·

2026/01/22

Market update for January 22, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Stocks rally after tensions around Greenland ease and investors breathe a sigh of reliefApple works on an AI-powered wearable pin and plans a major Siri overhaulWaymo launches its robotaxi service in Miami as expansion acceleratesModerna surges on promising cancer vaccineUbisoft sinks after canceling multiple game projects and shutting studiosSpotify rolls out

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00:09:49

Netflix Faces Slower Growth, United Airlines Expects...

The Rundown ·

2026/01/21

Market update for January 21, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Stocks slide after Trump’s Greenland tariffs rattles markets and sends investors into safe havensNetflix shares fall after earnings as the company signals slower growth and ramps up spending ahead of its Warner dealUnited Airlines posts strong earnings and says it could deliver record profits in 2026 as travel demand stays hotGameStop jumps after CEO Ryan Cohen buys

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00:09:31

Trump Threatens New Trade War Over Greenland, Netflix...

The Rundown ·

2026/01/20

Market update for Tuesday, January 20, 2026.Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Federal Reserve Deep Dive: watch hereInterview with Bloomberg’s Ashley Carmen: watch hereIn today’s episode:Stocks slide as Trump’s Greenland tariff threat rattles global marketsSmall caps hit record highs while Big Tech continues to lagTesla emerges as an early winner as Canada reopens its market to Chinese-made EVsNetflix goes all-cash in its bidding war for Warner

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00:26:54

Is Spotify in Trouble? New CEOs Face Double Threat...

The Rundown ·

2026/01/18

Ashley Carman, Reporter at Bloomberg, joins The Rundown to break down whether Spotify is entering a more fragile phase under its new co-CEOs. We dig into mounting competitive pressure from YouTube and Netflix, the state of podcast monetization, and whether Spotify still has real pricing power. Carman also explains how AI is quietly reshaping the creator economy—and what it all means for the future of the platform.

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00:15:24

Deep Dive: A Brief History of the Federal Reserve...

The Rundown ·

2026/01/17

The Federal Reserve is one of the most powerful institutions in America, yet most people don’t fully understand how it works or why it matters.In this weekend deep dive, Zaid breaks down why the Fed was created, how it evolved into the backbone of the U.S. financial system, and the critical role it has played during the Great Depression, World War II, the 2008 financial crisis, and the COVID-19 pandemic.The episode also dives into the escalating clash between President Trump and Fed Chair Jerome

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00:09:56

Weight Loss Drugmakers Hit with Antitrust Lawsuit,...

The Rundown ·

2026/01/16

Market update for January 16, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In Today’s Episode:Zaid quoted in the WSJ: “he just has aura”Eli Lilly and Novo Nordisk hit with antitrust lawsuitNetflix expands its Sony Pictures deal and pushes further into video podcastsEnergy stocks slide after the White House unveils a plan to stop power bills from going upFun fact of the day: Wall Street banks posted a record $134 billion in trading revenue (while still cutting

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00:10:00

TSMC Signals More AI Spending, Tesla Makes Changes to...

The Rundown ·

2026/01/15

Market update for January 15, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Investors drop tech and rotate to small capsTSMC delivers blowout quarter and signals even more AI-driven spending in 2026Goldman Sachs and Morgan Stanley post strong earnings as trading and deal activity surgeOil prices slide as geopolitical tensions around Iran ease, pulling energy stocks lowerTesla moves Full Self-Driving to a subscription-only model as it leans

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00:09:16

Banks Cash In on Volatility, Boeing Outsells Airbus

The Rundown ·

2026/01/14

Market update for January 14, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Gold and Silver rally shows no signs of slowing downBitcoin breaks out of range Bank of America, Wells Fargo and Citigroup earnings recapNetflix considers an all-cash bid for WBD as Paramount tries to crash the dealBoeing outsells Airbus for the first time since 2018

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