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Fed Rate Debate and AI Sell-Off at the Shadow Fed Conference 10/30/26

October 30, 2026; 1pm: Live from the Shadow Fed Conference, Kelly discusses the tech sell-off, AI data center risks, and the Fed’s rate path with Howard Marks, Lou Crandall, Jason Trennert, Jeffrey Lacker, and James Bullard. The key takeaway: markets are repricing AI exuberance a ... Show more

. 47min 5sec

Alphabet’s AI Search Selloff, Market Risk Signals and Power Demand 10/29/26

October 30, 2025; 1pm: Brian breaks down Alphabet’s worst-day selloff as AI search pressures Google’s paid clicks, plus broader market jitters around Caterpillar, ServiceNow, Fortinet and the Fed. Guests discuss diversification, Raymond James’ record quarter, XPO’s diesel exposur ... Show more

. 42min 49sec

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SOTS 2nd Hour: Not On Target, Cutting the Cord, & The Nvidia Earnings Playbook 11/20/24

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