Before the Bell With Roman & Zain

Roman Zelenetskyi, Zain Qureshi
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Before the Bell Podcast with Roman & Zain gives you the market insights you need to start your day. Each episode breaks down stock market trends, economic news, and investing strategies in a clear and approachable way. Whether you’re new to finance or a seasoned investor, Roman & Zain help you stay informed, confident, and ready for the opening bell.

  1. 3d ago

    CPI Hits 4.2%, Iran Downs a US Helicopter, and Seven Days to Warsh

    Everything landed at once this morning. Roman goes on to break down the May CPI report as headline inflation crossing 4.2% for the first time in three years, driven by a 23.5% annual energy surge from the Hormuz closure. Overnight, an Iranian drone collided with a US Army Apache helicopter off Oman, the US struck approximately 20 targets inside Iran in response, and Trump warned Iran will now "pay the price." Oil is surging again. S&P futures are down with a 22% Polymarket probability of a green open. Bitcoin sits at $62,500 after Friday's break below $60,000 and the Strategy selloff scare. And Kevin Warsh chairs his first FOMC meeting in seven days with market-implied rate hike odds at 50%, and no clean path forward. Plus: the Connecticut Capital Paradox deepens as household purchasing power falls on both the asset and the energy side simultaneously.

    15 min

  2. Jun 3

    Record Highs, Missile Strikes: The AI Boom vs. the Iran Escalation

    The S&P just crossed 7,600 for the first time while Iran launched missiles at Kuwait and Bahrain overnight. Roman goes on to break down the most dangerous disconnect in today's market: an AI chip-driven equity boom running on top of a fragmenting ceasefire and an oil war that is far from over. We analyze why the Iran MOU still doesn't have Trump's signature, what last night's Gulf escalation means for Brent crude, and why Core PCE is running at 3.3% and how it has locked the Warsh Fed into a hold. Plus jobs week is live: JOLTS beat, ADP came in at 122K, and Friday's payrolls could be the catalyst that forces the market to reconcile its contradictions. And Bitcoin breaks down to $67K on record ETF outflows, while the Connecticut Capital Paradox deepens under stagflationary pressure.

    13 min

  3. May 27

    The Camp David Bet: S&P 7,500 on an Unsigned Deal, Warsh's First Week, and the PCE Test

    The market is pricing a peace deal that hasn't been signed. (Again) Roman breaks down why the S&P's record push to 7,500 is built entirely on Iran deal optimism, with Trump's Cabinet convening at Camp David today to try to close it. Roman goes on to unpack the real Warsh regime: what his May 22nd swearing-in actually means for rates, why the FOMC is the most divided it's been since 1992, and why tomorrow's PCE print could be the first serious stress test of his tenure. Plus, oil's $23 collapse from its April peak, what Spirit Airlines tells us about unhedged operational leverage, Bitcoin's second failed recovery at $75K, and the Connecticut Capital Paradox keeping Fairfield County's wealth frozen on the sidelines.

    11 min

  4. May 5

    The 2026 Accountability Phase — AMD’s Breakout and the Oil Reversal

    In this technical deep dive for Wednesday, May 6th, 2026, Roman break down one of the most volatile opening bells of the year. Following a "quadruple-header" of mega-cap earnings and a geopolitically charged week, the market is finally separating the winners from the pretenders.

    23 min

  5. Apr 29

    Accountability Phase: The $600B AI Capex Trial & Powell’s Final FOMC

    It is Wednesday, April 29th, 2026—a day where the narrative phase of the AI supercycle officially meets the accountability phase of the balance sheet. In this high-stakes edition of Before the Bell, as Roman goes on to break down a market sitting at a disciplined standstill before a sequence of catalysts with virtually no modern precedent.

    22 min

  6. Apr 22

    The Independence Doctrine: S&P 7,000 Floor & The Spirit Bailout Bombshell

    The "War Scares" of March have officially transitioned into the "Infrastructure Efficiency" of Q2. In this formal technical briefing, Roman breaks down the structural floor at S&P 7,000 and the transition from a temporary ceasefire to the permanent Islamabad Treaty. Roman provides a deep-dive analysis of Kevin Warsh’s landmark Senate testimony, specifically his uncompromising defense of Federal Reserve independence and his "moral mission" for price stability. Plus, we dissect the Spirit Airlines bailout rumors following the CNBC bombshell, why $79k Bitcoin is the new settlement standard for Agentic AI, and the "Liquidity Paradox" currently hitting the Connecticut acquisition market.

    8 min

  7. Apr 15

    S&P 7,000 & The 1-Gigawatt Hype: Why Bitcoin is the AI Currency

    The "Peace Alpha" is 100% real, and the S&P 500 is charging toward 7,000. Roman breaks down the Meta-Broadcom 1GW deal, the $2.5 billion Fed renovation scandal, and a deep-dive into why Bitcoin is the native currency of Agentic AI. Plus, a look at Nvidia's $180 breakout, the massive summer travel surge, and the 102-year legacy of the first road atlas.

    8 min

  8. Apr 8

    The Islamabad Accord & The $190B Industrial Fortress

    The "War Premium" just evaporated, but the discount factor is getting heavier. Roman breaks down the 15% plunge in Brent crude following the Islamabad Accord ceasefire and why the 10-year Treasury yield is still slamming into a 4.50% wall. We analyze the "Warsh Shock" as we count down to the April 13th confirmation hearing, the $190 billion backlog at GE Aerospace, and why "Hard Tech" is the only safe haven in a high-rate environment. Plus, a forensic look at the 4.2% credit card delinquency "cliff" hitting Connecticut and what it means for the local consumer.

    10 min
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About

Before the Bell Podcast with Roman & Zain gives you the market insights you need to start your day. Each episode breaks down stock market trends, economic news, and investing strategies in a clear and approachable way. Whether you’re new to finance or a seasoned investor, Roman & Zain help you stay informed, confident, and ready for the opening bell.

Information

  • Creator
    Roman Zelenetskyi, Zain Qureshi
  • Years Active
    2025 - 2026
  • Episodes
    61
  • Rating
    Clean
  • Copyright
    © Roman Zelenetskyi, Zain Qureshi
  • Show Website
    Before the Bell With Roman & Zain