The Rundown

In this weekend deep dive, we break down how a 149-year-old pharma company from Indianapolis reinvented itself through GLP-1 weight-loss drugs like Mounjaro and Zepbound, overtook Novo Nordisk, and became one of Wall Street’s hottest stocks. We cover Lilly’s history from insulin to Prozac, the explosive growth of its weight-loss franchise, the coming pill that could unlock an even bigger market, a...

Market update for November 28, 2025: In today's episode we discuss the major CME outage that froze futures trading. Then we dig into Black Friday and the impact of AI on holiday shopping Plus, Baidu unveils its new AI chip roadmap, positioning itself as China’s challenger to Nvidia and Huawei Follow us on Instagram  for bonus content and instant reactions.

Market update for November 26, 2025: Follow us on Instagram ⁠⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠⁠ for bonus content and instant reactions. Interview with Doug O'Laughlin

Market update for November 25, 2025: Follow us on Instagram ⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠ for bonus content and instant reactions.

Market update for November 24, 2025: Follow us on Instagram ⁠⁠⁠@therundowndaily⁠⁠⁠ for bonus content and instant reactions.

Is the AI trade cooling off, or is this the calm before an even more explosive phase of the build-out? Zaid sits down with Doug O’Loughlin, President at SemiAnalysis, to break down Nvidia's earnings report, why AI spending might actually accelerate from here, how Google’s Gemini 3 and in-house TPUs have suddenly shifted the competitive landscape, and why founders like Zuck are willing to pour...

On is the hottest brand in footwear right now. The company is experiencing strong growth and it's captured the attention of investors. Zaid breaks down how On built its cult following, the numbers behind its explosive growth, the bull case around innovation and the running boom, and the bear case around brutal competition, fashion risk, and a rich valuation. This video is for informational purpose...

Market update for November 21, 2025: Follow us on Instagram ⁠⁠@therundowndaily⁠⁠ for bonus content and instant reactions.

Market update for November 20, 2025: Follow us on Instagram ⁠@therundowndaily⁠ for bonus content and instant reactions

Market update for November 19, 2025: Meta wins antitrust case against the FTC , Google launches Gemini 3, and Target sales fall again. Plus: Nvidia earnings preview and a look at Lowe’s Follow us on Instagram @therundowndaily for bonus content and instant reactions This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. M...

Stock market update for November 18, 2025. Follow us on Instagram ⁠⁠@therundowndaily⁠⁠ This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disc...

Stock market update for November 17, 2025. Follow us on Instagram ⁠@therundowndaily⁠ This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclo...

Americans are feeling the strain of rising prices and it’s driving a new level of economic anxiety. Josh Brown, CEO of Ritholtz Wealth Management, joins us to break down why broad-based inflation can feel worse than a recession, how the housing market is shaping consumer sentiment, the unexpected parallels between President Trump and Zohran Mamdani, and why this moment might actually be the best t...

Young Americans are facing the toughest housing market in modern history. Home prices have surged, supply has evaporated, and mortgage rates have more than doubled since 2020, pushing the average first-time buyer age to 40 years old. Zaid breaks down the impossible math facing young buyers, why the U.S. doesn’t build enough homes, and why ideas like 50-year mortgages won’t actually fix affordabili...

Stock market update for November 14, 2025. Follow us on Instagram @therundowndaily This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosu...

Stock market update for November 13, 2025. Follow us on Instagram @therundowndaily This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosu...

Stock market update for November 12, 2025.

Stock market update for November 11, 2025. Follow us on Instagram  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarante...

Stock market update for November 10, 2025. Follow us on Instagram  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee...

Palantir reported its best ever earnings in Q3 according to CEO Alex Karp, but will the AI defense giant be able to keep growing at record levels? Tyler Radke, Co Head US Software Research at Citi, provides insight into Palantir's recent earnings report and explains how the company could weather potential challenges, including an AI spending slowdown and international expansion hurdles.

The 2025 U.S. government shutdown is now the longest in American history. Food stamps are drying up, workers are going without paychecks, and people are having a harder time making ends meet. In this week's deep dive, Zaid breaks down the government shutdown's impact on the U.S. economy. Follow us on Instagram  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Stock market update for November 7, 2025. Follow us on Instagram  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee fut...

Stock market update for November 6, 2025. Follow us on Instagram  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee futur...

Stock market update for November 5, 2025. Follow us on Instagram  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future...

Stock market update for November 4, 2025. Follow us on Instagram  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future re...