The $2 Trillion Rocket, AI Valuations, Market Sentiment & The Return of Software
00:00 Market Momentum and Trends
08:53 Software Sector Resurgence
18:02 AI and Market Valuations
26:53 IPO Dynamics and Market Rebalancing
31:11 The SpaceX IPO and Market Dynamics
33:50 Selling Pressure and Portfolio Rebalancing
36:35 Valuation Concerns and Market Sentiment
39:09 Long-Term Perspectives on SpaceX
43:53 Market Reactions to Economic Indicators
46:45 Future Outlook
Disclaimer: The content provided in this podcast is for informational, educational, and entertainment purposes only and does not constitute financial, legal, or tax advice. Nothing discussed constitutes a solicitation, recommendation, or offer to buy or sell any securities or financial instruments. Investing involves significant risk, including the potential loss of principal, and past performance is not indicative of future results. No fiduciary relationship is established hereby, and all opinions expressed are solely those of the participants and do not reflect the views of any affiliated organizations. Hosts or guests may hold positions in the assets discussed. You should conduct your own independent research and consult with a licensed financial advisor or tax professional before making any investment decisions tailored to your specific financial situation.
17 May 2026
The Hardest Job In America, Hot Economic Prints, Nvidia Earnings Week
00:00 Market Overview and Recent Trends
13:15 Real Estate Insights and Rate Cuts
25:16 Market Sentiment and Future Predictions
25:29 Market Trends and Earnings Predictions
27:24 Consumer Price Index and Inflation Impact
32:11 The Future of Inflation and Investment Strategies
36:59 Navigating Economic Challenges and Federal Reserve Decisions
43:30 Preparing for Market Volatility and Strategic Insights
Disclaimer: The content provided in this podcast is for informational, educational, and entertainment purposes only and does not constitute financial, legal, or tax advice. Nothing discussed constitutes a solicitation, recommendation, or offer to buy or sell any securities or financial instruments. Investing involves significant risk, including the potential loss of principal, and past performance is not indicative of future results. No fiduciary relationship is established hereby, and all opinions expressed are solely those of the participants and do not reflect the views of any affiliated organizations. Hosts or guests may hold positions in the assets discussed. You should conduct your own independent research and consult with a licensed financial advisor or tax professional before making any investment decisions tailored to your specific financial situation.
3 May 2026
The Fed, AI CapEx, and the Big Tech Earnings
00:00 Introduction to the Nobody Knows Podcast
26:32 Federal Reserve Meeting Insights
29:43 Jerome Powell's Leadership and Challenges
35:21 Market Dynamics and Economic Indicators
36:38 Oil Prices and Economic Implications
40:08 CapEx and AI Spending Trends
43:41 Meta's Earnings and Market Sentiment
47:46 Google's Revenue Backlog and Future Earnings
50:49 Microsoft's Earnings and Market Position
Disclaimer: The content provided in this podcast is for informational, educational, and entertainment purposes only and does not constitute financial, legal, or tax advice. Nothing discussed constitutes a solicitation, recommendation, or offer to buy or sell any securities or financial instruments. Investing involves significant risk, including the potential loss of principal, and past performance is not indicative of future results. No fiduciary relationship is established hereby, and all opinions expressed are solely those of the participants and do not reflect the views of any affiliated organizations. Hosts or guests may hold positions in the assets discussed. You should conduct your own independent research and consult with a licensed financial advisor or tax professional before making any investment decisions tailored to your specific financial situation.
28 Apr 2026
Chips N Dips
00:00 Market Overview and Current Trends
01:54 The Semiconductor Sector Surge
11:16 AI: Bubble or Boom?
18:41 Understanding Semiconductors and Their Impact
25:00 The Impending SpaceX IPO and Market Implications
29:56 The Anticipation of IPOs
35:18 The Impact of Tim Cook's Leadership at Apple
42:31 Transitioning Leadership: The Future of Apple
46:58 Market Sentiment and Upcoming Earnings Reports
Disclaimer: The content provided in this podcast is for informational, educational, and entertainment purposes only and does not constitute financial, legal, or tax advice. Nothing discussed constitutes a solicitation, recommendation, or offer to buy or sell any securities or financial instruments. Investing involves significant risk, including the potential loss of principal, and past performance is not indicative of future results. No fiduciary relationship is established hereby, and all opinions expressed are solely those of the participants and do not reflect the views of any affiliated organizations. Hosts or guests may hold positions in the assets discussed. You should conduct your own independent research and consult with a licensed financial advisor or tax professional before making any investment decisions tailored to your specific financial situation.
18 Apr 2026
Strait Up Hormuz
00:00 Market Overview and Recent Trends
05:05 Geopolitical Impacts on Oil Prices
10:05 Market Psychology and Investment Strategies
19:46 Long-Term Investment Perspectives
27:22 Understanding Inflation and Wealth Growth
31:39 The Importance of Long-Term Investment
36:05 AI Disruption in the Software Sector
41:29 Salesforce's Innovative Approach to AI
46:33 Market Trends and Upcoming Earnings
12 Apr 2026
Pilot Episode
00:00 Introduction to the Podcast and Market Overview
01:42 Current Market Trends and Geopolitical Impacts
06:42 Presidential Cycles and Market Volatility
10:04 Commodities and Their Influence on the Market
15:32 Earnings Season and Company Guidance
20:37 Financial Sector Dynamics and Interest Rates
25:27 Future Market Predictions and Closing Thoughts
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Apple Podcasts (US)
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