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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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Diesel prices are hitting records across major economies. Emergency stock releases and efforts to restore Russian diesel exports may offer some relief, but how much can they do if refining capacity falls short?

Skip York of Turner Mason & Company and engineer Ronald Stein of PTS Advance examine where replacement fuel could come from and what it would take to ease the pressure on diesel prices. More crude oil alone won't solve the problem if refineries can't turn it into usable fuel.

2 days ago | [YT] | 3

Market Insider

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Russia has faced years of sanctions and Ukrainian strikes on its refineries, yet it continues to fight. How long can it sustain the war, and what could ultimately limit its ability to keep going?

Funding a war and producing the weapons to fight it are two different challenges. Andrei Illarionov examines Russia’s financial capacity, while defense industry expert Pavel Luzin looks at its weapons production, China’s role, and what refinery strikes could mean beyond fuel supplies.

6 days ago | [YT] | 4

Market Insider

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China’s exports are growing even as domestic investment slows and deflation squeezes company profits. With excess production in industries from cars to batteries, Chinese manufacturers are increasingly looking overseas for growth, adding pressure on producers in other countries.

How long can exports sustain China’s economy, and what does the growing flow of Chinese goods mean for global trade? Charlene Chu of Autonomous Research explains the forces behind China’s export boom and the risks ahead.

1 week ago | [YT] | 6

Market Insider

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Higher interest rates are putting pressure on more than homebuyers. Builders are offering mortgage rate buydowns to keep sales moving, while apartment developers face higher borrowing costs as loans come due.

Real estate developer Jim Righeimer joins Market Insider to explain where the housing market is under the most strain, from new construction to apartment debt and Airbnb investments.

1 week ago | [YT] | 6

Market Insider

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Freight data is showing two very different sides of the economy.

Shipments tied to data centers and industrial projects are rising, while grocery volumes are falling. What does that split tell us about the economy most people actually live in?

Craig Fuller, founder and CEO of FreightWaves, joins us to explain what freight data is revealing about American consumers and where the economy may be heading.

2 weeks ago | [YT] | 11

Market Insider

怐Market Insider怑Could Rising Rates Bring More Home Price Cuts?

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Home prices have held up even as mortgage rates moved higher.

But with rates climbing again, can that resilience continue?

Barry Habib breaks down what has kept home prices supported so far, and what another leg higher in borrowing costs could mean for the housing market.

2 weeks ago | [YT] | 6

Market Insider

怐Market Insider怑What It Takes to Bring Manufacturing Back

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Bringing manufacturing back to the U.S. sounds straightforward until you run the numbers.

RM2 found that moving production from Mexico to the U.S. meant the old manufacturing model no longer worked. The company had to redesign the product, automate production and rebuild its supply chain around American costs.

Then another cost shock hit, showing how difficult it can be to build a domestic operation while remaining exposed to global markets.

What does it actually take to make manufacturing work in the U.S.?

3 weeks ago | [YT] | 6

Market Insider

怐Market Insider怑Why the Economy Can’t Handle Higher Rates

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Inflation is picking up again, but not all inflation comes from stronger demand.

With higher energy prices adding to inflation, higher interest rates can put pressure on borrowing costs without addressing the original source of the price increase. That creates a difficult tradeoff for an economy that may already be under strain.

Edward Dowd explains why he thinks the risks of this inflation cycle extend beyond the inflation numbers themselves.

3 weeks ago | [YT] | 6

Market Insider

怐Exclusive怑Options ETFs Can Generate Income. What Does the Payout Say About Returns?

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For investors seeking more income, options ETFs have made once-specialized strategies far easier to access. But a large payout does not always answer the most important question: what did the investment actually return? YieldMax strategist Michael Khouw explains what sits behind these funds and the tradeoffs that come with their income.

4 weeks ago | [YT] | 6

Market Insider

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Oil prices get much of the attention when supply is disrupted. But crude prices don’t tell the whole story of what consumers ultimately pay for fuel.

Diesel supply has been hit by refinery disruptions across major producing regions, while some markets are already facing tight inventories. What happens when the crude benchmark doesn't fully capture the pressure in the physical fuel market?

Andrew Lipow, president of Lipow Oil Associates, examines what oil prices may not reveal about diesel costs and the broader inflation outlook.

1 month ago | [YT] | 11