Unusual Whales

This conversation is sponsored by Tema ETFs. We’re joined by Yuri Khodjamirian, CIO of Tema, to talk about a space economy that is starting to look a lot more investable than it did even a few years ago. Launch costs have collapsed, Starlink helped prove the commercial case, governments are treating space as strategic infrastructure, and funds like Tema’s $NASA are now trying to bring that opportu...

This episode of the Unusual Whales Podcast was recorded live on April 30th, 2026. Nicholas is joined by the CEO and co-founder of Teamshares, Michael Brown, to discuss one of the biggest and least talked-about shifts in the U.S. economy: the wave of small business ownership transitions as millions of owners head toward retirement. So today we’re digging into what this wave really looks like and wh...

This episode of the Unusual Whales Pod was recorded Live on April 29th, 2026. Panel: Joseph Wang https://twitter.com/FedGuy12 Jonny Matthews https://x.com/super_macro Marko Bjegovic https://x.com/MBjegovic Hosted by: Nicholas FNS: https://twitter.com/NicholasFNS Unusual Whales: https://twitter.com/unusual_whales This Pod is not financial advice. Unusual Whales Inc. is not registered as a securitie...

This episode of the Unusual Whales Pod was recorded Live on March 18th, 2026. Panel: Joseph Wang https://twitter.com/FedGuy12 Marko Bjegovic https://x.com/MBjegovic Martin Pelletier https://twitter.com/MPelletierCIO Hosted by: Nicholas FNS: https://twitter.com/NicholasFNS Unusual Whales: https://twitter.com/unusual_whales This Pod is not financial advice. Unusual Whales Inc. is not registered as a...

As part of our Quantum computing series, we’re talking with leadership from our sponsor Xanadu, a company building photonic quantum technology aimed at real-world use. We’ll get into what quantum computing actually is, where the industry stands today, and touch a bit on where the hype may be running ahead of the reality. Before we get started, this episode is brought to you by Xanadu, but that doe...

Unusual Whales Pod Ep. 67: Fed HOLDS Rates at First FOMC Meeting of 2026 This episode of the Unusual Whales Pod was recorded Live on January 28th, 2026. From housing, to the absolute faceripper in Gold and Silver, the panel breaks down how the macro landscape looks as we breach into 2026. Panel: Joseph Wang https://twitter.com/FedGuy12 Thelastbearstanding https://twitter.com/LastBearStandng Jonny...

This episode of the Unusual Whales Pod was recorded Live on January 26, 2026, sponsored by PlusAI. Nicholas hosts two co-founders of PlusAI, to walk through where they see autonomous trucking headed next. David Liu is the CEO and co-founder of PlusAI, with a background that blends deep technical training and startup experience, including a PhD in Electrical Engineering from Stanford. He leads the...

This episode of the Unusual Whales Pod was recorded Live on October 29th, 2025. Nicholas hosts a panel of macroeconomic experts and investors to discuss the economy’s continued contradictions: growth hasn’t collapsed, yet inflation refuses to bow out, and the labor market is showing patches of fatigue. All this while the government shutdown is delaying key data releases, leaving the Fed to fly par...

This episode of the Unusual Whales Pod was recorded Live on September 17th, 2025. Nicholas and macroeconomic experts and investors to discuss the economy giving us a mixed bag: GDP rebounded in Q2, but inflation remains stickier than anyone hoped, the labor market is cooling, and markets are trying to read the Fed’s mind while balancing sheets and bond yields do their own thing. Housing is still p...

This episode of the Unusual Whales Pod was recorded Live on July 30th, 2025. Nicholas hosts a panel of macroeconomic experts and investors to discuss the labor market, oil prices flirting with a breakout toward $90 again, bond yields seemingly undergoing an existential crisis. The Fed has been “playing it cool” while half the committee whispers of September, and rate cut predictions get revised mo...

This episode of the Unusual Whales Pod was recorded Live on June 18th, 2025. Nicholas hosts a panel of macroeconomic experts and investors to discuss the macroeconomic outlook in both the United States and abroad amidst softening GDP, sticky inflation, nervous bond market, housing fatigue, and the ever-reassuring backdrop of geopolitical tension. So thank you all for listening to our FOMC panel, w...

Unusual Whales Pod Ep. 61: FOMC, Jerome Powell, Inflation, and the Economy in 2025 This episode of the Unusual Whales Pod was recorded Live on May 8th, 2025. Nicholas hosts a panel of macroeconomic experts and investors to discuss the continued Fed Rate Pause, holding rates at 4.25% to 4.5%, Trump’s enduring tariff battle and international trade war, the economy, and how things are looking from a...

Unusual Whales Pod Ep. 60: Tariff Developments and Potential Trade Deals sponsored by ETFs This episode of the Unusual Whales Pod was recorded Live on March 26th, 2025. Nicholas is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs who manages the American Reshoring ETF Trading Symbol: $RSHO. Along with Yuri and a panel of experts, Nicholas explores the topics of tariffs, res...

Unusual Whales Pod Ep. 58: Rate Pause, Fed Policy, Recession, Trump's Tariffs, and Macro Outlook for 2025 This episode of the Unusual Whales Pod was recorded Live on March 19, 2025. Nicholas is joined by a panel of macro experts to discuss the Fed Rate Pause, Trump’s Tariffs, the economy, and how things are looking from a macroeconomic, bird’s eye view here in 2025. Panel: Joseph Wang https://twit...

Unusual Whales Pod Ep. 55: Quantum Computing Innovation, Investments, and Policy sponsored by Defiance ETFs This episode of the Unusual Whales Pod was recorded Live on February 27th, 2025. Our host is joined by the CEO and CIO of Defiance ETFs, who manages the $QTUM Quantum ETF, as well as several experts in the fields of quantum computing and AI to discuss the potential of quantum computing, and...

Unusual Whales Pod Ep. 54: Trump, RFK Jr., and the U.S. Healthcare Outlook in 2025 This episode of the Unusual Whales Pod was recorded Live on February 24th, 2025. Our host is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs and their GLP-1, Obesity & Cardiometabolic ETF, ticker $HRTS. Along with experts in medicine, research, and markets, we take a look at potential po...

This episode of the Unusual Whales Pod was recorded Live on January 29, 2025. Nicholas is joined by a panel of macro experts to dive deep into the topics of the Fed Rate Pause, Trump Administration fiscal policies, and the general macroeconomic outlook and markets as we break into 2025. Panel: Joseph Wang https://twitter.com/FedGuy12 Thelastbearstanding https://twitter.com/LastBearStandng Cem Kars...

Episode 51: JPM Health Conference, Biotech, and Biopharma sponsored by BioPharmCatalyst This episode of the Unusual Whales Pod, sponsored and joined by BioPharmCatalyst, was recorded Live on January 21, 2025. Our host is joined by doctors and BioTech investors to discuss the 43rd JPM Health Conference. Covering a wide array of topics from expiring patents, to industry hopes and concerns with the i...

Unusual Whales Pod Ep. 50: The 2024 Congress Trading Report - Who In Congress Beat the market? This episode was generated by Google's Notebook LM and fine tuned with prompts. We published our 2024 Congressional Trading report. Like every year since 2020, some US politicians beat the market. From the start of 2024 to year end, many had unusual trades & huge portfolio gains. Here are the top pol...

Unusual Whales Pod Ep. 49: 25 Basis Point Fed Rate CUT, Bonds, Housing, and Inflation This episode of the Unusual Whales Pod was recorded Live on December 18, 2024. Nicholas is joined by a panel of macro experts to discuss the Fed rate cut, Housing costs, recessionary signals, the Bond yields and the connotations inherent within. Panel: Joseph Wang https://twitter.com/FedGuy12 Thelastbearstanding...

Unusual Whales Pod Ep. 46: Fed CUTS RATES by 25BPS, Trump Tariffs, Equities, and Jerome Powell This episode of the Unusual Whales Pod was recorded Live on November 7th, 2024. Our host is joined by a panel of macro experts to discuss the Fed rate cut, the implications of Trump’s presidency on the economy, the Fed, and Tariffs, and the state of the economy, of commodities and equities, as well as th...

Unusual Whales Pod Ep. 45: American Reshoring, Tariffs, and Trump’s plans This episode of the Unusual Whales Pod was recorded Live on October 31, 2024. Our host is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs and their American Reshoring ETF Trading Symbol: $RSHO. Along with experts in global shipping, investing, and history, the panel discusses everything from the posi...

This episode of the Unusual Whales Pod was recorded Live on October 17, 2024. Our host is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs, and investment experts Martin Pelletier of Trivest Wealth at Wellington-Altus Private Counsel, and Jerome from Quality Stocks, to discuss myriad topics relating to Quality Investment, companies with strong moats, and long term growth. L...

This episode of the Unusual Whales Pod was recorded Live on September 18th, 2024. Our host is joined by a panel of macro experts to discuss the first Fed rate cut since 2020. The panel also discusses the state of the economy, of commodities and equities, as well as the Fed’s mandate moving forward toward a new year in 2025. Panel: Joseph Wang https://twitter.com/FedGuy12 Thelastbearstanding https:...

Unusual Whales Pod Ep. 41: Fed HOLDS Rates with Dovish Release; Treasuries, Commodities, and 2024 Outlook This episode of the Unusual Whales Pod was recorded Live on July 31, 2024 prior to and after the FOMC interest rate decision. Our panel of experts cover all topics from gold and commodities, to international inflation sentiment, as well as the overall outlook in the markets for the latter half...