Mark Meldrum

In this episode the host breaks down the latest U.S. jobs data, manufacturing and services PMI readings, Fed rate‑cut expectations, and the week’s moves in equities, bonds, commodities and metals, while also discussing policy factors like tariffs, AI impact, and mortgage‑backed‑security news. The discussion then pivots to peripheral topics—including recent nuclear developments, why criminals are drawn to stablecoins, and a quick spotlight on AppLovin’s recent performance.

.In this fast‑paced Q&A, the host fields subscriber questions on live‑stream access, the role of AI in geopolitical actions, Trump’s influence on rate‑cut expectations, and asset outlooks for Bitcoin, gold, REIT dividends, and other commodities, while also unveiling the new applied energy analyst certification, exam format, and scheduling details. He further ties these topics to broader macro trends—deflationary pressure, AI‑driven productivity gains, and shifting dynamics in energy, metals, and infrastructure—just before the upcoming jobs report and a potential Supreme Court tariff decision.

The Applied Energy Analyst program, launching in Q1 2026, offers 14 in‑depth readings covering the full GICS energy value chain—from upstream drilling and equipment to hydrogen, carbon capture, and derivatives trading—plus three semester‑style exams that focus on analysis‑level mastery and require a 75 % average to pass. For a one‑time $275 fee (with CFA discounts) you get lifetime access to all content and optional proctored exams, downloadable PDFs, and the chance to earn a specialist credential that signals your expertise to employers.

The host explains how the sudden Venezuela development is reshaping global strategy, pointing to a widening US focus on energy versus China’s emphasis on metals and the resulting ripple effects on oil, copper, gold and silver markets. He then reviews recent market data, Fed‑rate‑cut expectations and upcoming economic releases, warning that the coming week’s trading could be highly volatile as participants react to the heightened geopolitical uncertainty.

In this 2026 New Year's message, the host delves into Walt Whitman's “Song of the Open Road,” highlighting its democratic call to personal freedom, responsibility, and authentic living while contextualizing it alongside earlier works like “A Psalm of Life.” He encourages viewers to adopt an internal locus of control, see the open road as both literal and metaphorical journey, and let the poem’s themes guide a purposeful year ahead.

In this video, we delve into the unexpectedly high third quarter GDP growth figures, attributing them largely to changes in the trade balance and consumer spending trends. Additionally, we explore investment themes for 2026, particularly in the context of economic indicators and market expectations surrounding the Federal Reserve's monetary policy.

In this week's economic update, we examine recent job statistics and inflation data, with particular emphasis on housing trends and the evolving marketplace as reported by companies like Axalta, Lenar, and KB Homes. Despite some positive employment gains, challenges such as rising rates, stagnant wages, and declining home prices suggest that the housing market is under significant pressure, prompting a closer look at the implications for the economy ahead.

In this video, we analyze recent economic data, including Federal Reserve actions and employment statistics, while discussing Trump's desire for interest rates to drop to 1% or lower. Additionally, we spotlight Vertiv, a leader in thermal management, and explore the implications of current financial strategies on market outcomes.

In this Q&A session, the host discusses various economic indicators and their significance, such as the relationship between debt and GDP, currency fluctuations, and the impact of corporate taxes on society. They also delve into market predictions, inflation rates, and the influence of key political figures on financial trends, offering insights into potential investment strategies for both retail investors and institutions.

In this week's video, we explore key financial topics including market trends, US debt levels, and the recent Canadian job report, alongside highlights on notable companies Fluence and EOS Energy. Join us as we analyze economic data impacts, examine CAD strength, and delve into the significance of energy storage in today's economic landscape.

In this Q&A session on the market outlook, the speaker addresses the relationship between U.S. debt and gold investment strategies, emphasizing that both can coexist in a diversified portfolio despite perceptions of an irrational Federal Reserve. The discussion also covers individual stock analysis, volatility trading, and market risks, highlighting the importance of tactical decision-making in uncertain economic conditions.

In this week's video, we analyze the recent movements in equities alongside a deep dive into the performance of silver and emerging trends in decentralized finance via DeFiLlama. Additionally, we spotlight companies Credo Tech and Astera Labs, focusing on their roles in data center connectivity within the evolving technology landscape.

In this Q&A session, we discuss various financial topics, focusing on companies like Comcast, Fiserve, and ABR, along with insights on market movements and economic indicators. Get valuable analysis on investment strategies, the impact of interest rates, and unique perspectives on emerging financial challenges.

In this video, we dive into the financial landscape with a focus on the intersection of Bitcoin and Nvidia's market narratives, while revisiting the challenges faced by MicroStrategy. Additionally, we spotlight Circle Internet Group (CRCL) and its role in the evolving stablecoin sector, offering insights into the current economic indicators and earning forecasts.

In this Q&A session, the speaker explores various strategies for navigating the market, including options trading using high implied volatility. The discussion also delves into the implications of acquisitions on stock performance and the complexities of risk management in trading, highlighting the importance of having a robust process for successful investing.

This week's market outlook discusses the impact of AI jitters on stock rallies, the end of MicroStrategy's story as an investment, and highlights Rocket Lab in a company spotlight focused on the evolving space economy. The video delves into interest rates, economic risks, and major upcoming market events while providing insights on various sectors and securities.

In this Q&A session, the speaker discusses the market outlook for November 9, 2025, focusing on factors like AI, interest rates, and the Federal Reserve's future decisions. Key topics include the potential for rate cuts under a new administration, regional bank exposure, and the transformative impact of AI on business operations and the economy.

In this video, the Market Outlook for November 9, 2025, focuses on the latest economic data, highlighting mixed signals from the manufacturing and services sectors along with recent developments regarding employment and potential impacts of AI on the job market. The discussion also covers key insights into market reactions, Federal Reserve expectations, and the implications of a significant government shutdown on the economy.

In this weekly Q&A session, the host discusses various market outlook topics, including options trading strategies, the Federal Reserve's forecasting accuracy, and the unique valuation metrics for specific stocks. Additionally, he emphasizes the importance of risk management in trading and the potential impact of economic events on investment strategies.

Join us as we explore the market outlook for November 2, 2025, with a focus on MP Materials and crucial insights into recent economic developments, including the Fed's rate cuts and their implications for treasury markets. In this video, we also discuss upcoming economic reports, weekly trading sessions, and essential strategies for navigating the current financial landscape.

In this video, the host discusses the market outlook for October 26, 2025, with a focus on Ouster Inc (OUST), and shares insights on interest rates, yields, and CPI trends. The host also invites viewers to join upcoming seminars in Costa Rica, blending financial education with leisure activities amidst stunning views and amenities.

In this engaging live Q&A session, the host discusses significant upcoming changes to the applied level of financial analysis and asset management. With a focus on integrating AI technologies and shifting towards a more interactive learning experience, he emphasizes the importance of analysis over traditional financial modeling, setting the stage for a new approach to understanding financial markets.