The Market Runup: Investing, Markets, Crypto & Wealth

Erin Gambrel, StrataMedia
  • 5.0 (2)
  • Investing
  • Weekly

The Market Runup is a financial podcast hosted by Erin Gambrel, aka The Blonde Broker, breaking down what’s moving the markets, what’s impacting your money, and where the next big opportunities could be. Covering markets, macro, crypto, investing, and modern wealth creation, each episode blends sharp solo analysis with candid conversations featuring top analysts, fund managers, investors, economists, crypto leaders, and founders. Smart conversations, strong opinions, and a little edge. Get smart before the market does.

  1. 2d ago

    Why Experienced Investors Still Lose Million | Dave Gretta

    What happens when someone who knows Wall Street loses $18 million in just two weeks? In this episode of The Market Runup, Erin Gambrel sits down with Dave Data Guy, author of Across the Street from Wall Street, to talk about why even experienced investors can make devastating mistakes and how one bad decision can have consequences that last for years. Drawing on real stories from his years researching the stock market, Dave breaks down the dangers of overconfidence, the importance of diversification, and why traditional investing strategies don't always protect your wealth. He also shares how he evaluates companies using overlooked metrics like revenue per employee, his concerns about the rapid growth of AI, and why keeping cash available can be a strategic advantage. The conversation also uncovers an unexpected investment: a gas station company that Dave says outperformed six of the Magnificent Seven over a five-year period. What separates investors who build lasting wealth from those who risk losing everything? Timestamps  00:00 Intro 02:48 From Wall Street to Stock Market Research 05:31 Why Buying the Dip Worked in 2026 06:57 Can Investors Trust Economic Data? 11:05 How a Wall Street Investor Lost $18 Million 13:56 Diversification, Dividends, and Protecting Your Wealth 15:49 The Stock Market Metric Most Investors Overlook 20:54 Is AI Moving Too Fast for Investors? 25:32 Interest Rates, Cash, and Investment Opportunities 28:51 The Dangers of Overconfidence in Investing 30:44 Luck vs. Strategy in Financial Decisions 39:31 The Gas Station Stock That Outperformed Big Tech 🌐Follow Erin Gambrel  (The Blonde Broker)https://x.com/theblondebroker?lang=enhttps://www.instagram.com/blondebrokerofficial/?hl=enhttps://www.youtube.com/@TheMarketRunup ➡️ Follow Dave Data Guyhttps://x.com/DGretta_Author

    Why Experienced Investors Still Lose Million | Dave Gretta

  2. Oct 26

    Max McKendry Explains Why Crypto Trading Still Can't Scale Like Wall Street

    Tokenizing an asset doesn't automatically create a market for it. So who's providing the liquidity? Max McKendry from Bolt Liquidity joins Erin Gambrel on The Market Runup to explore one of the biggest challenges facing decentralized finance: making tokenized real-world assets genuinely liquid, efficiently priced, and accessible to institutional investors. As tokenized stocks, treasuries, and private credit gain attention, Max explains why fragmented liquidity and traditional automated market makers (AMMs) can create slippage, inefficient capital allocation, and challenges for larger trades. He also breaks down how Bolt Liquidity's proprietary AMM approach uses pricing from major trading venues, why total value locked (TVL) doesn't tell the whole story, and what the team learned from building on Sui before preparing to expand into Ethereum Layer 2 ecosystems. Timestamps  00:00 Introduction   01:01 Market Conditions, Inflation and Crypto Risks   02:37 Are We in a Crypto Bear Market?   03:41 Federal Reserve Policy and Interest Rates   04:28 Treasury Yields and Bitcoin's Investment Appeal   06:15 Bitcoin ETFs and Institutional Adoption   07:07 How Institutions Are Changing Bitcoin Trading   09:23 Are AI Stocks in a Bubble?   11:43 AI Subscriptions and Monetization   14:09 Are Tech Valuations Pricing in Too Much Growth?   15:30 Institutional Crypto Trading and Market Structure   16:14 Crypto's Fragmented Liquidity Problem   18:48 Tokenized Real-World Assets   19:30 Why Tokenization Doesn't Guarantee Liquidity   20:19 How Bolt Liquidity Approaches RWA Trading   21:26 Introducing Bolt Liquidity's Trading Model   22:23 Traditional AMMs and Their Limitations   23:33 How Bolt Calculates Market Prices   24:53 Capital Efficiency and Liquidity Pools   25:39 Does DeFi Still Need Massive TVL?   27:31 Bolt's Expansion From Sui to Ethereum Layer 2   28:00 Lessons From Building on Sui   32:18 Career Advice for the Crypto Industry   32:43 Why It's Okay to Say “I Don't Know”   35:28 From Traditional Accounting to Blockchain   🌐Follow Erin Gambrel  (The Blonde Broker) https://x.com/theblondebroker?lang=en https://www.instagram.com/blondebrokerofficial/?hl=en https://www.youtube.com/@TheMarketRunup ➡️ Follow Max McKendry https://www.linkedin.com/in/maxmckendry https://x.com/CryptoChem0000 ➡️ Note: This podcast is for informational purposes only. Views shared are opinions, not financial advice. The host or guests may have financial interests in discussed content #DeFi #Tokenization #CryptoLiquidity #RealWorldAssets #TheMarketRunup

    Max McKendry Explains Why Crypto Trading Still Can't Scale Like Wall Street

  3. Oct 19

    SEC's Tokenized Stock Framework | What Changes for Wall Street?

    What happens to Wall Street when stocks can trade around the clock? Matthew Snider, author of Warren Buffett in a Web3 World, joins Erin Gambrel on The Market Runup to discuss tokenized stocks, blockchain-based financial markets, and the future of investing. As the SEC explores a regulatory framework for tokenized equities, Matthew explains how 24/7 trading, shareholder rights, and blockchain technology could reshape traditional financial markets. He also examines why established financial institutions may resist changes that threaten existing fee structures. The conversation goes beyond tokenization to explore AI market concentration, OpenAI and Anthropic's financing challenges, rising interest rates, and the realities of launching an investment fund. Could tokenization make financial markets more accessible, or will regulatory hurdles and limited liquidity slow its adoption? Timestamps00:00 Introduction00:23 Are Stocks Underestimating Economic Risks?02:16 Inflation, CPI and Rising Gas Prices04:12 Market Indicators and Liquidity Conditions06:30 Interest Rates and Investment Opportunities06:48 OpenAI, Anthropic and AI Financing Risks09:01 How Higher Rates Affect Smaller Companies10:18 Tokenized Stocks and SEC Regulation11:08 Why 24/7 Stock Trading Matters13:40 The Convergence of Traditional Finance and Blockchain15:15 Can Tokenization Make Fundraising Easier?15:49 Tokenized Private Markets and Investor Liquidity17:45 Access to Capital for Smaller Fund Managers19:22 How to Launch an Investment Fund20:39 The Costs of Running an Investment Fund21:54 Building a Fund Management Team24:01 Compliance and Investor Responsibilities26:15 Raising Capital From Wealthy Investors28:43 Tax Strategies and Investment Management29:02 Market Outlook and Investment Opportunities32:13 Housing, Mortgages and Interest Rates33:44 Advice for New Investors34:12 Why You Shouldn't Revenge Trade35:25 Warren Buffett in a Web3 World 🌐Follow Erin Gambrel  (The Blonde Broker)https://x.com/theblondebroker?lang=enhttps://www.instagram.com/blondebrokerofficial/?hl=enhttps://www.youtube.com/@TheMarketRunup ➡️ Follow Matthew snider https://www.linkedin.com/in/matthewsniderj https://x.com/matthewsniderco The Market Runup is powered by Synthetix  the infrastructure powering the next generation of onchain perpetual markets. Learn more at synthetix.io ➡️ Note: This podcast is for informational purposes only. Views shared are opinions, not financial advice. The host or guests may have financial interests in discussed content #TokenizedStocks #WallStreet #Tokenization #Investing #TheMarketRunup

    SEC's Tokenized Stock Framework | What Changes for Wall Street?

  4. Oct 12

    How VistaShares Is Investing in the AI Infrastructure Boom

    Are ETFs becoming smarter investment tools or are investors taking on risks they don't fully understand? Mike Schiemer of Dividend Vision, former marketing director at VistaShares, joins Erin Gambrel on The Market Runup to explore the evolution of ETF investing, AI stock concentration, and the growing demand for alternative investment strategies. From AI infrastructure and robotics to dividend ETFs, options income, precious metals, and defense investing, Mike explains how new ETF products are changing portfolio construction. He also discusses the risks of relying too heavily on mega-cap technology stocks, the challenges facing smaller ETF issuers, and why some investors are reconsidering traditional stock and bond allocations. As ETF innovation accelerates, which investment strategies offer meaningful opportunities and which could expose investors to unnecessary risk? Timestamps  00:00 Introduction 00:44 How Healthy Is the US Economy? 04:29 Consumer Spending and Rising Costs 08:00 The Shift Toward Income Investments 09:47 Dividend and Options Income ETFs 11:10 AI Stocks and Market Concentration 13:31 Investment Opportunities Beyond Big Tech 15:10 Institutional vs. Retail Investors 17:39 Alternative Assets and Portfolio Diversification 18:17 Is the Traditional 60/40 Portfolio Still Relevant? 20:49 The Evolution of Actively Managed ETFs 23:18 Emerging ETF Investment Strategies 25:47 VistaShares and Technology-Focused ETFs 26:31 Investing in AI Infrastructure and Supply Chains 29:32 Can Smaller ETF Issuers Compete? 31:11 The Risks Facing Smaller ETF Companies 34:44 The Future of the ETF Industry 38:55 Prediction Markets and Riskier ETF Products 🌐Follow Erin Gambrel  (The Blonde Broker) https://x.com/theblondebroker?lang=en https://www.instagram.com/blondebrokerofficial/?hl=en https://www.youtube.com/@TheMarketRunup ➡️ Follow Mike Schiemer  https://www.linkedin.com/in/mikeschiemer/?isSelfProfile=false https://x.com/MikeSchiemer?lang=en The Market Runup is powered by Synthetix  the infrastructure powering the next generation of onchain perpetual markets. Learn more at synthetix.io ➡️ Note: This podcast is for informational purposes only. Views shared are opinions, not financial advice. The host or guests may have financial interests in discussed content. #ETFs #AIInvesting #VistaShares #StockMarket #TheMarketRunup

    How VistaShares Is Investing in the AI Infrastructure Boom

  5. Oct 6

    How DiamondLake Is Tokenizing Real-World Assets

    Brian Esposito joins Erin Gambrel on The Market Runup to discuss DiamondLake's approach to real-world asset tokenization, commercial real estate, and creating new forms of investor access. Brian explains why he believes the underlying asset must come before liquidity or speculation, and how revenue sharing models could change the relationship between investors and physical assets. They also explore AI driven job displacement, economic pressure, changing investor behavior, and whether technology is advancing faster than people can adapt. Timestamps 00:00 Markets, Risk and Investing Differently 04:36 Is the Bond Market Sending a Warning? 05:23 AI, Debt and Economic Pressure 07:18 What Happens When AI Replaces Jobs? 10:27 Why Fear Creates a Survival Mindset 11:23 Technology, AI and Human Connection 16:58 When Geopolitical Risk Hits the Economy 17:45 Can Investors Still Read Market Signals? 19:31 The Cost of Chasing More 22:05 Layoffs and the Modern Workforce 24:42 The Personal Cost of Overworking 27:02 DiamondLake and Tokenized Real Estate 27:41 What Makes an Asset Worth Tokenizing? 29:41 Building Revenue Into Tokenized Assets 32:07 Why the Underlying Asset Comes First 34:42 Who Buys Tokenized Real-World Assets? 36:43 Brian's Problem With Tokenization Hype 38:29 Where to Find Brian and DiamondLake 🌐Follow Erin Gambrel  (The Blonde Broker) https://x.com/theblondebroker?lang=en https://www.instagram.com/blondebrokerofficial/?hl=en https://www.youtube.com/@TheMarketRunup ➡️ Follow Brian J. Esposito https://x.com/brianjesposito?lang=en https://www.linkedin.com/in/brianjesposito The Market Runup is powered by Synthetix  the infrastructure powering the next generation of onchain perpetual markets. Learn more at synthetix.io ➡️ Note: This podcast is for informational purposes only. Views shared are opinions, not financial advice. The host or guests may have financial interests in discussed content. #Tokenization #RealWorldAssets #DiamondLake #Investing #TheMarketRunup

    How DiamondLake Is Tokenizing Real-World Assets

  6. Sep 28

    What Happens When There’s an ETF for Almost Everything? | Eva Gold

    Evan Gold  joins The Market Runup to discuss how the ETF market is evolving, why artificial intelligence may still be early in its buildout, and how investors are navigating higher interest rates, technology valuations, and new investment opportunities. ETFs were once associated primarily with simple index investing. Today, the market includes thematic strategies, leveraged single-stock exposure, income products, private-company investments, and new ways to access international markets. Evan explains why he believes the growth of ETF innovation could create new opportunities for investors and why choosing ETFs may offer a different approach to trying to outperform through individual stock picking. We also examine whether the AI trade is becoming overcrowded, why much of the data center buildout has yet to come online, and how semiconductors, energy, autonomous vehicles, and robotics could shape the next phase of AI adoption. Evan shares his long term Nvidia thesis, why he's positioning for a world where the biggest technology companies could continue getting bigger, and why being first isn't always what determines which ETF products ultimately succeed. Timestamps 00:00 Fed Policy, Rates and a Resilient Market 03:00 When Do Higher Yields Become a Problem? 04:19 Housing, Inflation and the U.S. Consumer 06:01 Why Yields May Be a Symptom, Not the Problem 07:24 How AI Is Changing Everyday Work 08:20 Is the AI Trade Getting Overcrowded? 09:21 Why the AI Buildout May Still Be Early 10:42 Evan’s Long-Term Nvidia Thesis 12:05 Learning to Invest With Small Amounts 13:00 Erin’s Early Investing Mistakes 15:04 Building Wolf and Playing the Long Game 18:03 Inside the Future Proof Conference 20:32 What’s Happening in the ETF Industry? 22:03 Why Evan Starts With Risk, Not Reward 22:25 How ETFs Became More Innovative 25:08 ETFs vs. Picking Individual Stocks 26:18 Why Evan Is Betting on Big Tech 27:02 Does Being First Matter for an ETF? 28:47 Building Financial Media That Helps Investors ▫️ Follow Erin Gambrel  (The Blonde Broker)  https://x.com/theblondebroker?lang=en https://www.instagram.com/blondebrokerofficial/?hl=en ▫️Follow Evanhttps://www.linkedin.com/in/stockmktnewz/https://x.com/StockMKTNewz The Market Runup is powered by Synthetix  the infrastructure powering the next generation of onchain perpetual markets. Learn more at synthetix.io ➡️ Note: This podcast is for informational purposes only. Views shared are opinions, not financial advice. The host or guests may have financial interests in discussed content. #ETFs #Investing #StockMarket #AI #Nvidia #TheMarketRunup

    What Happens When There’s an ETF for Almost Everything? | Eva Gold

  7. Sep 21

    How Corgi Is Disrupting the ETF Industry | Jeff Weniger

    The ETF industry has exploded into thousands of products,  but Jeff Weniger believes parts of the business are still operating with a decades-old playbook. Jeff Weniger, Chief Investment Strategist at Corgi Invest, joins Erin Gambrel on The Market Runup to explain why he made the move to Corgi, how the company plans to compete in an increasingly crowded ETF market, and why cost could be one of its biggest advantages against established asset managers. They explore the rise of thematic and highly targeted ETFs, from AI and semiconductors to cybersecurity and other increasingly specific market exposures, and ask whether investors are moving from simply “buying the market” toward building exactly the exposure they want. Jeff Weniger also breaks down the debate over whether there are too many ETFs, why increased competition can benefit investors, and how asset managers are increasingly using media, charts and financial education as distribution. Timestamps  04:20 — Why Jeff Weniger Joined Corgi 06:53 — How Corgi Burst Onto the ETF Scene 07:45 — What's Outdated About the ETF Industry? 11:07 — Corgi's Biggest Competitive Advantage 13:58 — From “Buy the Market” to Custom Exposure 16:53 — Are There Too Many ETFs? 18:42 — Does More Choice Help Investors? 21:37 — How ETF Issuers Find the Next Big Theme 24:20 — AI's Second-Order Investment Opportunities 25:52 — AI Risk and the Cybersecurity Trade 29:17 — Why Asset Managers Need to Become Media Companies 35:08 — Are Shorts Changing Our Attention Spans? 39:00 — Career Advice That Changed Jeff's Approach 43:33 — The Long Game of Building an Audience  Follow Erin Gambrel  (The Blonde Broker)  https://x.com/theblondebroker?lang=en https://www.instagram.com/blondebrokerofficial/?hl=en Follow Jeff Weniger https://x.com/JeffWeniger https://www.linkedin.com/in/jeffweniger The Market Runup is powered by Synthetix — the infrastructure powering the next generation of onchain perpetual markets. Learn more at synthetix.io  Note: This podcast is for informational purposes only. Views shared are opinions, not financial advice. The host or guests may have financial interests in discussed content.

    How Corgi Is Disrupting the ETF Industry | Jeff Weniger

  8. Sep 14

    How Tech Dollar Is Unlocking Private Equity

    Private tech employees can be worth millions on paper  while having limited access to that wealth in practice. Terence McMenamin joins Erin Gambrel on The Market Runup to explain the liquidity problem facing employees, founders and investors whose wealth is tied up in private-company equity, and how Tech Dollar is building credit infrastructure around late-stage frontier technology assets. They explore how AI, robotics, defense and other emerging technology sectors could evolve from speculative venture investments into foundational financial assets  and why borrowing against private equity could eventually become an alternative to selling it. The conversation also examines stablecoins as global dollar and settlement infrastructure, whether digital dollars could extend US dollar dominance, the growing connection between stablecoin issuers and US Treasuries, and why banks could eventually become major distributors of digital-dollar technology. Terence shares his take on AI agents and programmable money, tokenized assets and a future financial system where more assets can be sent, borrowed against and used without selling. What happens when private equity becomes as financially usable as traditional assets? Timestamps 00:10 Introducing Tech Dollar 00:29 Why Private Tech Equity Needs Credit 02:00 Rich on Paper, Broke in Practice 03:10 Are Stablecoins Becoming Dollar Infrastructure? 04:56 Where Tech Dollar Fits in the Financial System 06:49 Who Will Use Tech Dollar? 08:33 Could Stablecoins Extend Dollar Dominance? 09:59 Where Global Stablecoin Demand Is Coming From 10:56 Digital Dollars in Emerging Markets 12:47 Is Physical Money Becoming Obsolete? 14:13 Are We Underestimating Digital Dollarization? 16:08 Stablecoins and US Treasury Demand 17:40 Will Stablecoins Replace Traditional Savings? 20:53 Will Banks Distribute Stablecoins? 22:32 When Consumers Stop Noticing Stablecoins 23:12 Do AI Agents Need Programmable Money? 25:51 What Will Finance Look Like in 2030? 28:01 What Happens When Every Asset Becomes Borrowable? 28:21 The Legacy Terence Wants to Leave 28:35 Why Selling Private Equity Can Be So Expensive  Follow Erin Gambrel  (The Blonde Broker)  https://x.com/theblondebroker?lang=en https://www.instagram.com/blondebrokerofficial/?hl=en Follow Terence McMenamin https://x.com/terrry The Market Runup is powered by Synthetix — the infrastructure powering the next generation of onchain perpetual markets. Learn more at synthetix.io  Note: This podcast is for informational purposes only. Views shared are opinions, not financial advice. The host or guests may have financial interests in discussed content

    How Tech Dollar Is Unlocking Private Equity
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Ratings & Reviews

5
out of 5
2 Ratings

About

The Market Runup is a financial podcast hosted by Erin Gambrel, aka The Blonde Broker, breaking down what’s moving the markets, what’s impacting your money, and where the next big opportunities could be. Covering markets, macro, crypto, investing, and modern wealth creation, each episode blends sharp solo analysis with candid conversations featuring top analysts, fund managers, investors, economists, crypto leaders, and founders. Smart conversations, strong opinions, and a little edge. Get smart before the market does.

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