Markets hit new highs this week, but under the hood, things are anything but settled. Anthony and Piers unpack the Nasdaq’s breakout, Nvidia’s relentless rally, and why a historic rebound might be more than just a bounce.
They dig into Trump’s latest attack on Powell and the rise of a “shadow chair” theory already shifting rate expectations—and markets.
Plus, why Iran’s missile strike on a U.S. base sent oil crashing, not soaring. From data to geopolitics, this episode filters out the noise and finds the signal.
(00:00) Intro & Themes in Focus
(01:50) Market Resilience Amidst Turbulence
(08:12) Nvidia Back on Top
(13:18) Trump's Influence on Monetary Policy
(25:18) Geopolitical Tensions and Market Reactions
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