Leading Indicator

Scott Lincicome, VP of General Economics & Trade at the Cato Institute, discusses the current state of tariffs, why globalization is not going away despite protectionist rhetoric, how a chaotic tariff strategy could give oxygen to a struggling Chinese economy, and why the relationship between Wall Street and Main Street isn't zero sum. In conversation with Kyla Scanlon. The content of the...

Economist Jessica Riedl, Sr. Fellow at Manhattan Institute, explains why she thinks the White House is misreading the role of tariffs. From the overlooked logic of trade deficits as capital surpluses to the bond market’s surprising sway over Trump’s strategy, Riedl shares her take on what’s really driving U.S. policy. We also look at how Congress has slowly surrendered its power, the chaos behind...

Govind Balakrishnan, SVP and GM of Adobe Express, explains how the creative platform is implementing AI to help users with professional or amateur skills bring their ideas to life. Balakrishnan delves into the various AI offerings being implemented within Adobe Express, including non-Adobe AI tools, agentic AI, and more. The content of the video is for general and informational purposes only. All...

Stan Veuger, Senior Fellow at American Enterprise Institute, explains his view that the formula that the White House is using to decide tariff rates for each country is flawed and based on a mathematical error. Veuger argues that the mistake makes the rates 4x what they should be. He explains the potential damage that can be done to economic growth, the supply chain, and investment in the U.S.. Wh...

Chris Camillo, Social Arbitrage Trader/Investor, breaks down Elon Musk's outlook for humanoid robot expansion, pointing to a launch timeline that's further out compared to everyone's hopes and expectations. While Camillo believes humanoid robots aren't yet ready to be your personal house cleaner, he thinks Tesla's Optimus humanoid represents a $10 trillion market opportunity. T...

Mark Fields, Former CEO of Ford, breaks down the potential impacts of President Trumps new 25% auto tariffs. Fields delves into which auto players are most at risk, the financial impact on auto suppliers, and labor issues related to shifting back to American manufacturing. The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions...

The IRS already fails to collect $700 billion a year, but the tax gap could get a lot worse if DOGE follows through with a plan to cut the agency's workforce in half, according to Natasha Sarin, Professor at Yale Law School & Co-Founder/President of The Budget Lab at Yale. Sarin estimates that if headcount at the IRS is cut by 50%, then the government would lose $400 billion on uncollected tax...

Farzad Mesbahi, Former Tesla Insider, breaks down the EV giant's recent stock dip and how political boycotts, tariffs, and slower demand are impacting Elon Musk's business. Mesbahi also highlights Tesla's future prospects with its new affordable Model Y vehicle and the self-driving robotaxi business set to release in Austin, Texas this Summer. The content of the video is for general an...

Trump says tariffs will make America rich, but cause a 'little disturbance' along the way. Erica York, VP of Federal Tax Policy at Tax Foundation, argues tariffs will cause long-term pain in the form of lower output, higher taxes, & lower incomes. " It's not like there's a magic reversal button after 2 years where things get great, those negative effects persist."Host...

Gil Luria, Technology Analyst at D.A. Davidson, explains why Wall Street is bullish on Nvidia in 2025 despite the rising risks associated with chip export restrictions, DeepSeek, and competition from big tech companies. Hosted by J.D. Durkin. The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You...

Zoox Chief Product Officer Mike White sets the stage for the Zoox Explorer Program, which will allow users to sign up for robotaxi test rides in Las Vegas later this year. White also emphasizes the importance of experience, which led Zoox to build an in-house ride-hailing app and a robotaxi from the ground up.  The content of the video is for general and informational purposes only. All views pres...

D-Wave CEO Alan Baratz sets the record straight on quantum computing, detailing the company's position in the market and responding to critics who think the technology is still decades away. Baratz pushes back on Jensen Huang’s claim that useful quantum computing is 20 yrs away, highlights real-world quantum use-cases happening right now, and dismisses the risk of tariffs. The content of the v...

Allan Evans, CEO of Unusual Machines, discusses the company's role in the drone economy and how global military conflicts are prompting urgency from the U.S. government. He highlights the importance of legislative support for American-made drones, why China has dominated the industry over the past decade, and the challenges and opportunities within the industry. Evans also addresses market dynamic...

Rocket Lab CEO, Peter Beck, tala about the company's year ahead as Donald Trump enters the White House and competition from Elon Musk and Jeff Bezos grows. Beck delves into what Rocket Lab has in store for the future, including the first launch of its new rocket Neutron and the company's mission to Venus. The content of the video is for general and informational purposes only. All views pr...

Ben Wolff, CEO of Palladyne AI ($PDYN), explains how the company went from supplying animatronic robots to Disney to developing AI software for military drones. In a conversation with Hope King, Wolff breaks down the company's recent milestones that include winning a contract with the Air Force Research Lab and a collaboration with drone-maker Red Cat. Wolff also shares the strategy for compet...

Jeff Thompson, CEO of Red Cat, discusses the rapid evolution of drone technology on the battlefield. He highlights the company's focus on creating innovative drones tailored for the warfighter, including the recent success of the Black Widow drone. Thompson elaborates on Red Cat's partnership with Palantir for visual navigation and the implications of their military contracts for revenue generatio...

Asher Genoot, CEO of HUT 8, discusses the company's multifaceted approach to energy, AI data centers, and Bitcoin mining. Asher emphasizes the importance of energy in supporting AI and data center demands, as well as the strategic role of Bitcoin in HUT 8's business model. The discussion also touches on partnerships, innovations in mining infrastructure, and the future outlook for Bitcoin and ener...

Gil Luria, head of technology research at DA Davidson, discusses the evolution of Bitcoin over the past eleven years since his first report, emphasizing its significance as a technological breakthrough and its potential to revolutionize the financial system. He addresses the regulatory landscape, the impact of Bitcoin ETFs on adoption, and the comparison between Bitcoin and gold as a store of valu...

Allan Thygesen, CEO of Docusign, breaks down the company's successful quarter. Thygesen talks about Docusign's expansion into AI and how it is changing the legal field for the better. The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryp...

Cem Karsan, Founder of Kai Volatility, breaks down the economic impacts of Donald Trump's White House strategies. Karsan talks about the major inflation risks that are presented by Trump's mass deportation plan, the deregulation of banks/ financial institutions, and more. Content is provided for informational purposes only and is not investment advice. All investments involve risk, includi...

Jack Groetzinger, CEO of SeatGeek, breaks down the most popular concerts of 2024 from Taylor Swift to Morgan Wallen. Groetzinger also addresses the reasons for high ticket prices and how Ticketmaster is hurting event experiences for fans and artists. The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the h...

Matthew Hougan, CIO at Bitwise Asset Management, breaks down Bitcoin's recent success and what promises president-elect Donald Trump will deliver on in the realm of crypto deregulation. The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurr...

Erica York, Senior Economist at Tax Foundation, explains why she believes the math behind Trump's proposed plan to replace the income tax with tariffs doesn't add up. York breaks down the revenue differences between tariffs and income tax, the burden on consumers, and the projected deficit implications of proposed tax cuts. The conversation also touches on market reactions to these policies and th...

Noland Arbaugh, the first patient to receive Nerualink's brain device, breaks down his journey from signing up as a test subject to implant surgery. Arbaugh explains his newly acquired capabilities that allows him to control the internet simply by thinking. He also talks about the future of Neuralink, pointing to a future where everyone will receive a brain implant to advance their abilities, disa...

Julian Brigden, Co-founder of Macro Intelligence 2 Partners, breaks down how Trump’s tariffs and immigration strategies could negatively influence the economy and the stock market, as well as potential headwinds from Harris’ down payment assistance plan.  The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and...