The Office-to-Apartment Transformation
With office vacancies stabilizing at record highs, developers are converting empty towers into residential units. We will discuss the economics of "adaptive reuse" and the impact on the Commercial Rea...
23 Jan 45min
The "Private Credit" Crack
As interest rates stay high, defaults are starting to appear in the opaque world of "Private Credit." We will discuss the risks hiding in non-traded funds and business development companies (BDCs).Tod...
22 Jan 44min
Copper: The "New Oil" Breakout
Copper prices just hit a 2-year high due to supply shortages and AI data center demand. We will analyze why "Dr. Copper" is signaling global growth despite the recession fears.Today's Stocks & Topics:...
21 Jan 44min
Martin Luther King Jr. Day - Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Resi...
20 Jan 46min
The "Cyber" Supercycle: The New Utility
As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" of the 2026 economy—providing essential, recession-p...
17 Jan 44min
The Iran Escalation: The "Strait" Jacket on the Economy
With tensions boiling over, we will analyze the nightmare scenario of a Strait of Hormuz closure—a move experts warn could instantly spike oil by $20/barrel and reignite US inflation just as the Fed p...
16 Jan 44min
CPI Day: The "Sticky 3%" Problem
Tuesday’s inflation report is out. We will discuss why the "Last Mile" of the inflation fight is proving impossible for the Fed to win without breaking the labor market.Today's Stocks & Topics: SkyWat...
15 Jan 44min
Emerging Markets: The 2026 Value Play?
With US stocks at record valuations, we will analyze the case for Emerging Markets (EM) as the contrarian "value play" of 2026, driven by a potentially weaker dollar.Today's Stocks & Topics: Bright Ho...
14 Jan 44min
