The Weekly Insight
The Weekly Insight Podcast brings you weekly information about what you need to know about what is going on in the market every week.
Podcasting since 2022 • 210 episodes
The Weekly Insight
Latest Episodes
The Chokepoint (Revisited)
Three months ago we published a memo called "The Chokepoint" — written the morning the U.S. started bombing Iran. We laid out exactly what a prolonged Strait of Hormuz closure would do to oil prices, inflation, and global GDP.This week w...
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12:45
SpaceX IPO: Go/No-Go?
Everyone wants SpaceX shares. The phones haven't stopped.So, we did what we always do: we looked at the data first.What is SpaceX actually selling? Three businesses. One is wildly profitable. One is losing money. One is a $6.4 b...
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20:40
The Space in the Middle
Consumer sentiment just hit its lowest reading since 1952. The lowest in history.At the same time, Redbook same-store sales just spiked to 9.6% — one of the strongest retail readings in years.Both of those things are true simultan...
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16:13
