Markets don't care about your feelings. Bid/Ask cuts through the narrative and focuses on what matters: price, policy, and pressure points. We break down the macro forces behind the headlines—central bank moves, liquidity shifts, volatility triggers—and translate them into actionable market context. This isn't your grandfather's financial news. It's alpha in audio form. Daily drops for those who trade the reality, not the hype.
Anthropic just filed its S-1, and the headline number is a trap: an $80.7 billion net loss that isn't cash burn at all. We break down what it actually means, who it moves
Plus: Mondays edge ,What to actually watch into earnings this week as GOOGL and MSFT report Wednesday and SNDK and INTC report Thursday, in a tape that just sold LRCX and WDC on beats. Israel votes Tuesday in a dead heat and why that changes Netanyahu's fate more than Iran policy. And the FOMC holds Wednesday, with December as the real decision trade the 10-year reaction, not the headline.
19 Oct 2026
"Markets in turmoil "
NO BLACK MONDAY, BUT THE CREDIT MARKET IS FLASHING RED. CRWV CDS AT RECORD 1,194 BPS, ORCL ONE NOTCH FROM JUNK, THE FORCE MAJEURE CRACK IN AI BACKLOGS, AND THE NVIDIA OPENAI ORACLE CIRCLE TRADE. CREDIT LEADS, EQUITY FOLLOWS.
14 Sept 2026
PACE THE FRONTIER AI, Crypto, Rates & the Next Market Regime
Welcome:
1:00 Anthropic Statement by Dario. What did he say and why does it matter? What could be the reason behind the statement and the timing of it?
21:00 - Clarity Act: What is a procedural vote and why does it matter? What happens next and what stocks are we watching to take advantage of this
27:00 - CRCL - Why does CRCL benefit and what is backing CRCL's stablecoins?
28:00 - When TLT tipped it's hand for an amazing SPX day trade
37:40 - BOJ rate decision, do we finally get a hike and
39:00 - FOMC and Bessent - The long and the short end of the rates
Reach and audience
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Apple Podcasts (US)
5.0 / 5
5 ratings
Spotify
4.8 / 5
84 ratings
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