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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

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AI is driving a massive wave of data center construction, but who pays for the new power infrastructure?

As utilities invest billions to expand the grid, one question is becoming increasingly important: Should data centers bear those costs, or will consumers?

16 hours ago (edited) | [YT] | 4

Market Insider

The Student Debt Problem Isn’t Just the Amount Borrowed

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A college degree is often seen as a path to a better future. But for some borrowers, the debt attached to that degree can create financial pressure long after graduation.

Laine Schoneberger, founder of Yrefy, joins Market Insider to discuss the challenges facing student loan borrowers and the forces shaping today’s education financing system.

4 days ago | [YT] | 10

Market Insider

Siyamak Khorrami sits down with Robert Dietz, economist for the National Association of Home Builders, to discuss why housing affordability remains near multi-decade lows, why builders are cutting prices and offering incentives, and why resale homes are now often priced above new homes.

Dietz explains how mortgage rates, construction costs, supply shortages, and rate lock-in are changing the housing market for buyers, sellers, and builders.

4 days ago | [YT] | 3

Market Insider

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New homes are supposed to cost more than resale. Right now, that's not holding up.
Builders are dealing with higher costs and less room to charge for them, and it's changing the math behind new construction in a way most people haven't clocked yet. Watch the full breakdown

5 days ago | [YT] | 6

Market Insider

【Market Insider】Compute Is Already Sold Out Across AI Infrastructure

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AI-driven demand has created one of the most intense cycles in semiconductors, but the key question now is how long it can last. Semiconductor analyst CJ Muse explains why he believes AI infrastructure spending is still in its early stages, despite tight supply across memory and advanced chips.

1 week ago | [YT] | 6

Market Insider

Jim Bianco of Bianco Research lays out the one test that decides whether trillions in AI spending make sense, and what happens if it fails.

The comparison he draws has nothing to do with chips, data centers, or earnings reports.

1 week ago | [YT] | 1

Market Insider

America's Income Is Changing. Why? | Eric Basmajian

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For decades, wages did most of the work in American household income. That has changed, and Eric Basmajian says the shift matters for more than paychecks.

It affects how inflation, interest rates, benefits, and labor markets show up in the real economy.

1 week ago | [YT] | 9

Market Insider

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Inflation remains above central bank targets. Government debt continues to grow. AI investment is accelerating, while commodity demand and demographic shifts are changing the global economy.

Are these temporary challenges, or signs of a different economic era?

In our latest conversation, Filip Gijssels, Chief Strategist at a leading European bank, shares how he views inflation, debt, AI, commodities, and the long-term forces influencing global markets.

2 weeks ago | [YT] | 13

Market Insider

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China is no longer the lowest-cost manufacturing option in many industries.

So where are companies going next? And if firms want to leave China, how difficult is it to actually make that move?

Rosemary Coates joins us to explain why manufacturers are rethinking their global footprint, why Mexico is attracting investment, and how automation is reshaping the future of production.

2 weeks ago | [YT] | 10

Market Insider

Has Multifamily Hit Bottom?

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Renting is now cheaper than owning across many major U.S. metros, even with home prices still far above 2020 levels. Meanwhile, multifamily values have fallen sharply in some Sun Belt markets, and hundreds of billions in commercial real estate debt are coming due this year.

Is this the bottom for multifamily, or is a bigger reset still ahead?

We asked August Biniaz, CIO and co-founder of CPI Capital, why this downturn isn’t following the 2008 playbook and what he’s watching next.

3 weeks ago | [YT] | 9