The Rundown

Bitwise CIO Matt Hougan joins Zaid Admani to explain why tokenization could bring the biggest change to stock trading in a century. He breaks down how investors could soon trade stocks around the clock with nearly instant settlement and why everything from real estate to Pokémon cards could eventually move onto the blockchain. Hougan also explains why major banks pushed back against the Clarity Ac...

Market update for September 18, 2026 Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why stocks rallied after the Fed’s first rate hike in three years  Why the Bank of Japan’s highest interest rate since 1995 could matter to U.S....

Market update for September 17th Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: The Fed’s first rate hike in three years, its unanimous vote, and why more hikes could be coming Why stocks are still holding near record highs desp...

Market update for September 16th Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today's episode, Zaid covers: Why the Fed’s expected rate hike may be the beginning of a new hiking cycle Mark Zuckerberg and Jensen Huang pushing back against calls for an i...

Market update for September 15th Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why the 10-year Treasury yield above 5% is putting the Fed and stock market under pressure Bitcoin’s late-summer rally facing two major tests from t...

Market update for September 14th Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why the market is pricing in a 90% odds of a rate-hike for the Fed meeting this week Why Anthropic, OpenAI and other AI leaders suddenly want to slo...

Market update for September 11, 2026.  Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today's episode, Zaid covers: Why sticky inflation and $100 oil just pushed Fed rate hike odds to 90% The bond market selloff driving the 10-year Treasury yield to the brink of 5% Orac...

Market update for September 10, 2026 Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: PPI inflation report puts energy prices in focus Apple unveiling its first foldable iPhone at $1,999  AeroVironment rallying after an earnings b...

Market update for September 9, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: $100 oil is putting inflation and macro risk back in focus The U.S.-Canada trade war escalating with new tariffs and outright import bans Meta’s new Muse AI...

Market update for September 8th Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why strong jobs, oil near $100, and upcoming inflation data are putting the Fed back in focus Apple’s biggest iPhone event in years and the expected...

Jack Raines, Venture Capitalist and Author, joins The Rundown to explain why your 20s might be the best time to take bigger risks with your career, money and life. He shares how he turned $6,000 into $400,000 trading SPACs and eventually built a career through writing and posting online. Jack also breaks down the philosophy behind his new book, Young Money , and why he thinks young people should w...

Market update for September 4, 2026 Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock ( LINK ) Planet Labs CEO Interview ( YouTube ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: The surprisingly strong August jobs report and what it means for the Fed’s September rate decision Tesla’s...

Market update for September 3, 2026 Limited Time Promo: Sign up for a Public account. Deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Broadcom’s latest earnings and why the stock is down more than 20% from its June peak Google avoiding a breakup of its ad-tech business Snowflake...

Market update for September 2, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why bond yields are surging around the world Dell’s monster earnings, including its booming AI server business and record backlog GoPro’s surprise sale just...

Market update for September 1, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why September could bring more market volatility as oil prices and bond yields move higher The FTC’s lawsuit accusing Amazon of secretly inflating advertisin...

Market update for Monday August 31, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Tim Cook Deep Dive: { YouTube )( Spotify )  Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Kevin Warsh’s hawkish Jackson Hole speech and why the odds of a September rate hike jumped The latest U.S.-I...

Julie Zhu, a research analyst at MoffettNathanson and co-author of a 93-page deep dive on SpaceX, joins Zaid to break down the company’s biggest opportunities and risks. Julie explains why SpaceX’s launch business, not Starlink or AI, may still be the company’s true crown jewel. They discuss the limits of Starlink’s broadband and mobile ambitions, the economics of orbital data centers, and whether...

Market update for August  Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Nvidia’s adds $442 billion in market value in a single day What investors are watching ahead of Kevin Warsh’s first Jackson Hole speech as Fed Chair Meta’s $18 billion...

Market update for August 27, 2026.  Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Nvidia’s earnings recap: Revenues double and the company expects 70% growth next fiscal year Nvidia’s reported $12.9 billion deal to buy Hugging Face and wha...

Market update for Wednesday August 26, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: OpenAI’s new Jalapeño chip and why the company says it can outperform Nvidia in certain tests Nvidia’s massive earnings report tonight and why expect...

Market update for August 25, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Tech stocks on 7-day losing streak as Nvidia heads into a huge earnings report Bitcoin surges back above $80,000 as the crypto comeback gains momentum Apple un...

Market update for August 24, 2026.  Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: The biggest market week of the summer, inflation data, GDP, and the Fed Chair’s Jackson Hole speech The US-Canada trade war update: 50% tariffs, a collapsed...

CoreWeave co-founder and Chief Development Officer Brannin McBee joins The Rundown to explain why the company's compute is effectively sold out through 2027, and what's driving demand at this scale. He breaks down the take-or-pay contracts and self-amortizing debt funding the buildout, and answers the "circular financing" concerns head-on. He also makes the case for why customers like Caterpillar...

In this deep dive, Zaid breaks down the surge in Treasury yields, the Treasury Secretary's failed attempt to stop it, and the three forces driving borrowing costs higher: inflation, a $40 trillion national debt, and Big Tech's AI borrowing boom. Then he shares his take on what the 5% world means for stocks, housing, and the next decade of investing.

Market update for August 21, 2026.  Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why Treasury Secretary Scott Bessent’s bond buyback plan failed to calm investors and what rising yields say about America’s growing debt problem. China’s Un...