The Rundown

00:29:06

Why This Market Refuses to Break (ft. Jason Ware)

The Rundown ·

2026/10/12

Oil prices are climbing. Bond yields are rising. So why are stocks still near record highs? Jason Ware, Chief Investment Officer at Albion Financial, joins Zaid to explain why he remains bullish and what could change his outlook. They discuss the earnings growth supporting the rally, why higher borrowing costs may not derail the AI spending boom, and his case for the Magnificent Seven to keep leading. Plus, what he’s watching this earnings season, the outlook for another Fed rate hike, and the

en

00:12:19

SpaceX Takes Aim at Phone Carriers, Starbucks...

The Rundown ·

2026/10/09

Market update for October 9, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why OpenAI’s revenue numbers rattled AI stocksSpaceX’s wireless ambitions and the selloff in phone-carrier stocksWhy Starbucks is exploring a Chipotle takeoverLumentum’s rally as AI customers reserve supplies years aheadDelta’s profit warning as fuel costs

en

00:10:38

Paramount-Warner Deal Closes with $79B in Debt, Pepsi...

The Rundown ·

2026/10/08

Market update for October 8, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:What the highest Treasury yields since 2002 are doing to stock pricesWhy PepsiCo lowered its outlook even after beating estimatesParamount and Warner Bros. finally become one company, and the bill comes duePalantir gets an upgrade from Goldman SachsLevi's

en

00:11:00

SpaceX in Talks to Borrow $40B to Buy Nvidia Chips,...

The Rundown ·

2026/10/07

Market update for October 7, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the S&P's latest record isn't as healthy as it looksSpaceX's push to raise $40B in debt, and why its bondholders are nervousUber's $2.3B bet on workplace catering with ezCaterThe growing pressure on Mattel to consider a saleWhy

en

00:10:39

Meta Muse’s $27 Billion Potential, Google Locks In...

The Rundown ·

2026/10/06

Market update for October 6, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why corporate America sounds unusually confident heading into earnings season, even as yields climbWall Street’s $27 billion vision for Meta Muse, and the chipmakers benefitingGoogle and Amazon’s growing appetite for nuclear powerVistra’s rally as federal

en

00:09:53

White House Launches 'Super Intelligence Force', The...

The Rundown ·

2026/10/05

Market update for October 5, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Why a stock market near record highs hides a much weaker picture underneathThe White House’s new “Super Intelligence Force” and its AI safety assignmentAI executives facing questions under oath at New York City CouncilSam Altman’s reassurance to

en

00:23:20

Apple Is Gaining an Unexpected Edge From the AI Boom...

The Rundown ·

2026/10/05

The AI boom is driving up memory prices and putting pressure on the smartphone industry. But could the crisis actually strengthen Apple’s position? IDC senior research director Nabila Popal joins Zaid Admani to explain why cheaper phones are taking the biggest hit and how Apple could capture a record share of the market. They also discuss the pricing strategy behind Apple’s new foldable iPhone Duo, whether consumers will pay $2,000 despite its compromises, and why selling out might tell only part of

en

00:11:32

Nike Sinks After Earnings, Weak Jobs Report Sends...

The Rundown ·

2026/10/02

Market update for October 2, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:A surprisingly weak jobs report—and why Wall Street is cheeringNike’s disappointing outlook and the question hanging over its comebackAnthropic’s push to go public before Thanksgiving at a potential $2 trillion valuationOnsemi’s deal makeover and the threat

en

00:11:58

Micron Posts Monster Quarter, Apple Readies Smart...

The Rundown ·

2026/10/01

Market update for October 1, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:A wild Q3 for stocks and bondsWhy Micron’s monster earnings barely moved the stockApple’s smart-home plans and its new CEO’s push to move fasterAccenture’s earnings jump as AI reshapes its businessGoogle’s new AI model and its aggressive pricingWhy Americans

en

00:11:34

AI CEOs Sign Safety Accord, PCE Inflation Comes In Cool

The Rundown ·

2026/09/30

Market update for September 30, 2026Interview with Tech Journalist Kevin Roose (Spotify, YouTube)Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Cooler-than-expected PCE inflation and whether the bond market can finally calm downPresident Trump’s new AI safety accord with the biggest names in techOpenAI’s DevDay, its canceled Astra model,

en

00:11:02

Oura Pulls it’s IPO Last Minute, FICO’s Monopoly...

The Rundown ·

2026/09/29

Market update for September 29, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the S&P 500 looks strong even as huge parts of the market move in the opposite directionOura’s last-minute decision to delay its highly anticipated IPOCarMax showing signs its turnaround is gaining tractionFair Isaac getting hammered as FICO faces

en

00:09:18

Nvidia's Record $150B Buyback, Meta Poaches MongoDB's...

The Rundown ·

2026/09/28

Market update for September 28, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why stocks are holding up even as Treasury yields hover near multi-decade highs and oil jumps againNvidia’s new platform designed to keep AI agents under control, and its record $150 billion buyback authorizationMongoDB getting crushed after CEO CJ Desai

en

00:26:23

The Case for AI Doomerism (ft. Kevin Roose)

The Rundown ·

2026/09/27

AI companies are racing to build more powerful models, even as their leaders warn they may struggle to control what comes next. Former New York Times tech columnist Kevin Roose joins Zaid Admani to explain why he takes those warnings seriously and whether the companies have an incentive to exaggerate the risks. They discuss why Roose believes the labs could coordinate a slowdown, and his prediction that the government may eventually intervene. The conversation also turns to Meta’s new AI agent,

en

00:10:50

Bond Yields Hit 2007 Highs, Costco Cashes In on...

The Rundown ·

2026/09/25

Market update for September 25, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why bond yields just hit levels we haven't seen since before the financial crisis, and how AI might be making it worseCostco’s strong earnings and why it’s using tariff refunds to lower pricesAkamai’s massive Anthropic compute deal and why the stock is

en

00:11:25

Meta Debuts New AI Devices, Oracle Falls After Data...

The Rundown ·

2026/09/24

Market update for September 24, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the bond market suddenly sold off and Treasury yields surged above 5%Meta Connect and Zuckerberg’s push to put Muse AI into glasses, VR, and a new dedicated gadgetActivist investor Starboard pushing Knife River to improve margins or consider a

en

00:11:28

Mortgage Rates Hit Highest Level in 2 Years, Meta...

The Rundown ·

2026/09/23

Market update for September 23, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the Nasdaq is hitting records even as AI fears spread to financial stocksMortgage rates climbing above 7% as buyers increasingly turn to adjustable-rate loansThe humans secretly helping Meta’s Muse AI agent make phone callsIonQ sending quantum stocks

en

00:11:43

Meta Stock Explodes on Muse Hit, Markets Flash...

The Rundown ·

2026/09/22

Market update for September 22, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Monday’s huge market rally (and the strange signal hiding underneath)Meta’s Muse AI app taking off causing Amazon to block itOn Holding’s ambitious growth plans as it expands deeper into sportsWhy Labcorp and Quest Diagnostics are getting hit by Medicare

en

00:11:26

Novo’s Post-Ozempic Plan, Paramount Gets Closer to...

The Rundown ·

2026/09/21

Market update for September 21, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Interview with Matt Hougan, CIO of Bitwise: (YouTube)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why a 5% Treasury yield might actually be good newsNovo’s plan to find its next blockbusters as it tries to regain momentum against Eli LillyParamount’s push to clear a major hurdle in its Warner Bros

en

00:21:42

How Tokenization Could Change Stock Trading Forever...

The Rundown ·

2026/09/20

Bitwise CIO Matt Hougan joins Zaid Admani to explain why tokenization could bring the biggest change to stock trading in a century. He breaks down how investors could soon trade stocks around the clock with nearly instant settlement and why everything from real estate to Pokémon cards could eventually move onto the blockchain. Hougan also explains why major banks pushed back against the Clarity Act and what its failure means for crypto regulation. Plus, he makes the case that Bitcoin’s ability to

en

00:11:30

Buffett Steps Down as Berkshire Chairman, Japan...

The Rundown ·

2026/09/18

Market update for September 18, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why stocks rallied after the Fed’s first rate hike in three years Why the Bank of Japan’s highest interest rate since 1995 could matter to U.S. investorsWarren Buffett stepping down as Berkshire Hathaway chairman after six decadesYeti rising on an analyst

en

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

SoldiOnline

Mondadori Digital

Inside the ICE House

Intercontinental Exchange

36氪·有识芝士

36氪音频频道