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September 14, 2026

The latest Canadian CPI data, inflation holding as gas price growth slows and more.

September 14, 2026

Options dispersion, market volatility and macro events, the upcoming Fed meeting and more.

September 11, 2026

Oracle earnings, how the overall AI trade is more durable than the market is giving it credit for right now and more.

September 11, 2026

CPI data and how Federal Reserve voting members may be reacting to this inflation data ahead of next week's September FOMC meeting.

September 10, 2026

PPI data today, the energy and inflation shocks affecting the economy, Mike’s expectations for the Fed and more.

September 9, 2026

Derivatives market dynamics, midterm election catalysts, structural shifts in mega-cap AI stocks and more.

September 9, 2026

CJ sits down with Matt Hedberg to break down how AI compares to the cloud transition, why traditional software moats are changing, what separates management teams that will actually capitalize on AI and why cash, customer relationships, data and technical leadership matter more than ever.

September 9, 2026

Market volatility, investor positioning ahead of CPI and Fed meeting, AI sentiment, election-year hedging and more.

September 8, 2026

The investigation into Tesla's new Cybercabs, if the investigation jeopardizes the rollout, how Tesla is also trying to avoid an "Apple Maps moment" and more.

September 8, 2026

The latest Canadian job numbers, with Canada losing 42,000 jobs in August.

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