The Rundown

Latest Episodes:

The Biggest Questions Facing Markets in 2026 Dec 28, 2025

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Will AI power the Mag 7 to another banner year in 2026, or is market leadership about to change? Jason Ware, CIO of Albion Financial, explains why strong earnings and relentless AI investment continue to support stocks. Ware and Zaid unpack why tariffs didn’t derail the economy, whether investor concerns around AI-driven debt are overblown, and how Big Tech is thinking about capex. Plus, Ware gives his take on a potential Fed shakeup and the biggest open questions for markets in 2026.

Deep Dive: 4 Space Stocks to Watch as SpaceX Nears IPO Dec 27, 2025

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Space is no longer just science fiction—it’s becoming the next battleground for tech, AI, and Wall Street. As SpaceX inches toward a potential IPO and government support accelerates the new space race, investors are piling into anything tied to orbit. In this weekend deep dive, we explore why space stocks are suddenly on fire and which companies could actually benefit as the industry scales. Will these stocks reach escape velocity, or come crashing back to Earth?

Nvidia's Shocking $20B Deal with Chip Startup Groq, Silver & Gold Surge to New Records Dec 26, 2025

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Market update for Friday December 26, 2025

In today’s episode:

Nvidia makes $20B deal with AI chip company Groq
Silver & gold prices continue historic rally
Memory chip stocks jump on AI-driven price hikes
Biohaven shares nosedive on depression drug trial failure
Coca-Cola responsible for modern day Santa Claus

Tim Cook Buys $3M of Nike Stock, AI Fleet Company Motive Files for IPO Dec 24, 2025

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Market update for Wednesday December 24, 2025

In today’s episode:

The S&P 500 hits another record as GDP growth comes in hotter than expected
Apple CEO Tim Cook buys $3M worth of Nike stock as the company struggles to turn things around
Google-backed AI fleet management company Motive files for an IPO
Dynavax surges after agreeing to a $2.2B acquisition by Sanofi
Intel slides after reports Nvidia won’t use its chip manufacturing process
Tech IPOs in 2025 have disappointed investors

Novo Nordisk Wins FDA Approval for Weight-Loss Pill, Alphabet Buys Clean Energy Provider Dec 23, 2025

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Market update for Tuesday December 23, 2025

In this episode:

Gold and silver prices hit new records
Novo’s weight-loss pill gets FDA approval
Google buys a renewable energy firm for $4.75B
Trump’s new battleship deal goes to Huntington Ingalls
U.S. drone stocks soar after U.S. bans foreign players
Johnson & Johnson ordered to pay $1.5B by jury in baby powder case

Larry Ellison Backs Paramount’s Bid for WBD, Nvidia to Ship H200 Chips to China by February Dec 22, 2025

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Market update for Monday December 22, 2025

In this episode:

Investors eye ‘Santa Claus’ rally to end the trading year
Oracle founder Larry Ellison guarantees Paramount’s offer for WBD
Nvidia plans to ship H200 chips to China in February
Rocket Lab secures its largest contract ever
Honeywell loses $470M from FlexJet lawsuit
The new Avatar movie “Fire and Ash” disappoints in opening weekend

Why Tariffs Haven't Tanked the Economy (ft. Justin Wolfers) Dec 21, 2025

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Kyla Scanlon and Justin Wolfers, Professor of Public Policy and Economics at University of Michigan, join the show to break down the Federal Reserve’s latest rate cut—and why growing internal dissent at the Fed actually matters. We unpack what the dot plot reveals, how markets may be misreading Jerome Powell, and whether inflation data is being misunderstood rather than manipulated. The conversation also dives into tariffs, affordability, and why cost-driven inflation hits households differently than demand-driven price spikes.

Deep Dive: Is Medline the Costco of Healthcare? Inside the Biggest IPO of 2025 Dec 20, 2025

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Medline just pulled off the biggest IPO of 2025, beating out higher-profile names like Circle, Klarna, and Figma despite being a company most people have never heard of. In this episode, we break down how this family-owned medical-supply giant built a massive moat, why its CEO calls it the “Costco of Healthcare,” and the risks investors should be watching.

Nike Tanks After Warning of Sales Drop, TikTok Signs Deal for U.S. Joint Venture Dec 19, 2025

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Market update for December 19, 2025.

In this episode: