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In any environment, markets reward clarity. We discuss the economy and the market to help make sense of emerging opportunities. Hosted by Siyamak Khorrami.


Market Insider

【Market Insider】Years of Underinvestment Are Catching Up

🔴 WATCH NOW: https://youtu.be/dYerUdC2dFg

Most investors focus on commodity prices. Fewer focus on how long it actually takes to bring new supply online.
Oil, uranium, and copper may look like separate stories, but they share a common challenge: years of underinvestment and development timelines that can stretch for decades. What happens when demand keeps growing but supply can't respond quickly?
We sat down with veteran natural resource investor Rick Rule to discuss the pressures building across commodity markets.

Key market breakdowns + updates🔥: substack.com/@themarketinsidershow

4 hours ago | [YT] | 5

Market Insider

Economic Signals: What's Happening with AI Spending, Stocks, Consumer Sentiment

🔴 WATCH NOW: https://youtu.be/Cr4nP_6t-6c

20 hours ago | [YT] | 4

Market Insider

🔴 WATCH NOW: https://youtu.be/SRWeuhQgw1I

AI stocks have led the market higher but the next opportunity may be much larger than chips and software.

As AI demand accelerates investors are now looking at the infrastructure being built behind it from data centers power capacity and long term AI backlogs.

In this episode Louis Navellier breaks down where the next phase of potential opportunity in AI stocks may emerge as the buildout continues.

Is the biggest AI investment opportunity still ahead?


Don’t miss our exclusive take from Louis Navellier on AI stocks👉: marketinsider.short.gy/xroZEb
Key market breakdowns + updates🔥: substack.com/@themarketinside...

4 days ago | [YT] | 13

Market Insider

🔴 WATCH NOW: https://youtu.be/MCAI1W07k84

The Federal Reserve has resumed expanding its balance sheet. Money supply growth is accelerating. Yet inflation is already showing signs of turning higher.

Chris Martinson joins Market Insider to discuss why those trends matter, how they compare with past inflation cycles, and what investors may be overlooking in today's market environment.

1 week ago | [YT] | 20

Market Insider

【Market Insider】Iran War Drives Jet Fuel Higher: Which Airlines Could Survive?

🔴WATCH NOW: https://youtu.be/G8rwpTEamww

Airlines are raising fares and cutting flights, but higher jet fuel prices are only part of the story.

Aviation Expert William Swelbar explains why the industry is losing the low-cost advantages that shaped airline competition for decades, why loyalty programs have become major profit engines, and how fuel shortages could continue pressuring airlines even after geopolitical tensions ease.

The next phase of the airline industry may look very different from the last 20 years.

2 weeks ago | [YT] | 2

Market Insider

🔴 WATCH NOW: https://youtu.be/jdAD-bVpVTQ

Oil prices are rising. Treasury yields are near multi-decade highs. Yet AI-driven earnings continue pushing markets higher.

Jim Bianco explains why bond markets may be resisting Fed rate cuts, how energy prices are feeding inflation fears, and why AI valuations are becoming a major force behind S&P 500 earnings growth.

The conversation also explores the widening gap between asset owners and consumers facing affordability pressure.

2 weeks ago | [YT] | 11

Market Insider

🔴 WATCH NOW: https://youtu.be/F3pzgXX5XXE

Your morning coffee may reflect more about the global economy than most people realize.

Even after major geopolitical disruptions fade from headlines, their effects can linger through shipping routes, insurance costs, and supply chain adjustments.

In this episode, commodity expert Judy Ganes explains how tensions around the Red Sea and the Strait of Hormuz are influencing soft commodities like coffee, sugar, cotton, and cocoa—and why price pressures can last far longer than expected.

3 weeks ago | [YT] | 8

Market Insider

🔴 WATCH NOW: https://youtu.be/txE_WiFXz7A

The U.S. didn’t just lose factories when manufacturing moved overseas. It also lost parts of the industrial ecosystem needed to build competitively at scale.

With massive investment commitments now tied to trade policy and reshoring efforts, is America entering the early stages of a real manufacturing revival?

In our latest episode, former Deputy Assistant Secretary for Manufacturing Alex Krutz explains why rebuilding industrial capacity is far more complex than tariffs and headlines.

3 weeks ago | [YT] | 15

Market Insider

🔴 WATCH NOW: https://youtu.be/lV-EPXO49Ig

Global money supply is accelerating at its fastest pace since 2021, but the drivers are not where most people think. It’s not just about interest rates or central banks alone. The real force behind liquidity is shifting, and that changes how we should think about inflation, asset prices, and the value of savings.

In this episode, economist Daniel Lacalle breaks down what is actually pushing global money supply higher and why it matters for anyone trying to preserve purchasing power in a changing economic environment.

4 weeks ago | [YT] | 12

Market Insider

Three Scenarios for the US Economy as the Oil Crisis Deepens | Steve Moore

🔴 WATCH NOW: https://youtu.be/m0VTipByNyI

An economist with direct White House access just mapped out three scenarios for where the US economy is heading. One of them involves a recession. Which one plays out depends on something most people are not watching closely enough.
Steve Moore joins us this week on Market Insider.

1 month ago | [YT] | 8