The Rundown

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**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.

Latest Episodes:

Trump Threatens New Trade War Over Greenland, Netflix Switches to All Cash for WBD Deal Jan 20, 2026

Show notes

Market update for Tuesday, January 20, 2026.

Federal Reserve Deep Dive: watch here

Interview with Bloomberg’s Ashley Carmen: watch here

In today’s episode:

Stocks slide as Trump’s Greenland tariff threat rattles global markets
Small caps hit record highs while Big Tech continues to lag
Tesla emerges as an early winner as Canada reopens its market to Chinese-made EVs
Netflix goes all-cash in its bidding war for Warner Bros
Winners and losers from today’s market, including RAPT Therapeutics and 3M
The NYSE is exploring 24/7 trading for digital stocks

Is Spotify in Trouble? New CEOs Face Double Threat from YouTube and Netflix Jan 18, 2026

Show notes

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.

Deep Dive: A Brief History of the Federal Reserve (And the Threat It Faces Today) Jan 17, 2026

Show notes

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 Powell, why Trump wants lower interest rates, and why the Fed’s independence is now facing one of its biggest tests in decades.

From bank runs and inflation to political pressure and market credibility, this episode explains why the future of the Fed could shape the future of the economy.

If you enjoyed this episode, check out my interview with finance journalist and author of the bestseller book 1929, Andrew Ross Sorkin. Watch here.

Weight-Loss Drugmakers Hit with Antitrust Lawsuit, Trump’s Plan Brings Down Energy Stocks Jan 16, 2026

Show notes

Market update for January 16, 2026

In Today’s Episode:

Zaid quoted in the WSJ: “he just has aura”
Eli Lilly and Novo Nordisk hit with antitrust lawsuit
Netflix expands its Sony Pictures deal and pushes further into video podcasts
Energy stocks slide after the White House unveils a plan to stop power bills from going up
Fun fact of the day: Wall Street banks posted a record $134 billion in trading revenue (while still cutting thousands of jobs)

TSMC Signals More AI Spending, Tesla Makes Changes to FSD Jan 15, 2026

Show notes

Market update for January 15, 2026

In today’s episode:

Investors drop tech and rotate to small caps
TSMC delivers blowout quarter and signals even more AI-driven spending in 2026
Goldman Sachs and Morgan Stanley post strong earnings as trading and deal activity surge
Oil prices slide as geopolitical tensions around Iran ease, pulling energy stocks lower
Tesla moves Full Self-Driving to a subscription-only model as it leans harder into software revenue

Banks Cash In on Volatility, Boeing Outsells Airbus Jan 14, 2026

Show notes

Market update for January 14, 2026

In today’s episode:

Gold and Silver rally shows no signs of slowing down
Bitcoin breaks out of range
Bank of America, Wells Fargo and Citigroup earnings recap
Netflix considers an all-cash bid for WBD as Paramount tries to crash the deal
Boeing outsells Airbus for the first time since 2018

CPI Steady at 2.7%, Nvidia and Eli Lilly Announce $1B Partnership Jan 13, 2026

Show notes

Market update for January 13, 2026

In today’s episode:

• Google crosses $4 trillion after Apple taps Gemini to power Siri

• CPI comes in as expected, with inflation holding steady at 2.7%

• What the latest inflation data means for the Fed and rate cuts

• JPMorgan kicks off earnings season with a big trading-driven beat

• Nvidia and Eli Lilly announce a $1B partnership to use AI in drug discovery

• Market movers: Intel and AMD rally, Delta slides after earnings

DOJ Launches Criminal Investigation Against the Fed, Trump Calls for 10% Interest Rate Cap on Credit Cards Jan 12, 2026

Show notes

Market update for January 12, 2026

DOJ opens criminal investigation against Federal Reserve
Walmart agrees to AI shopping deal with Google
Trump proposes 10% interest rate cap on credit cards
Allegiant acquires Sun County Airlines for $1.5B
Abercrombie cuts Q4 outlook after holiday season

Andrew Ross Sorkin on Trump’s Unrivaled Economic Power, Fed Politics, and the New Speculative Era Jan 12, 2026

Show notes

Andrew Ross Sorkin joins The Rundown to break down the lessons of his new book 1929, and what the most devastating market crash over the last century tells us about the current AI economy. We talk power shifts between Wall Street, Washington, and billionaires — from the 1920s to today — and why there is no amount of 'F You Money' that can over-power President Trump's influence. Sorkin explains why Fed independence matters, how political pressure warped decisions in 1929, and what today’s bond market may be quietly signaling. Plus, a sharp debate on speculation, prediction markets, AI hype, and why the Dow remains relevant.

Deep Dive: Can Lucid Motors Survive the EV Winter? Jan 10, 2026

Show notes

The EV hype cycle is over, tax credits are gone, and demand is cooling fast, yet Lucid Motors is doubling down. In this deep dive, we break down Lucid’s turbulent journey from battery startup to luxury EV maker, why production is rising even as losses mount, and how long its Saudi-backed runway really lasts. We examine the bull case around SUVs, battery tech, and a surprise robotaxi partnership with Uber — and the bear case facing an industry stuck in an EV winter. By the end, you’ll understand why 2026 may be the make-or-break year for one of the most ambitious EV companies on the road.

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