Three Clowns

ThreeClownsPod
  • 0,0 (0)
  • ИНВЕСТИЦИИ
  • ЕЖЕДНЕВНО

Three clowns in suits. Markets before the bell. Alex, Tom, and Ray — daily financial market breakdowns before the US opening bell. The Tape, The Footnotes, The Nerd Corner, and The Calls. Every weekday. @threeclownspod on X and TikTok threeclowns.co This show is produced using AI-generated voices.

  1. Ep. 20 — AI Receipts: Google Delivers, Meta Stumbles

    -21 Ч

    Ep. 20 — AI Receipts: Google Delivers, Meta Stumbles

    Ep. 20 — AI Receipts: Google Delivers, Meta Stumbles The market finally asked AI to show the receipts. Google delivered hard cash, Meta got punished for promising spend without payback, and Microsoft learned that even triple-digit AI growth has a bar. Plus: oil whipsaws while energy stocks rally, and the yen move lights up gold. Today's stories: Intro: “Evidence of dissatisfaction,” AI patience runs out, and why the market wants cash now, not vibes later. The Tape: AI fractures into winners and waitlists; Google prints, Meta stalls; AMD vs. Nvidia risk repricing; energy stocks rise even as crude fades; Apple pre-market pop. The Footnotes: Yen intervention boosts gold, Starwood freezes redemptions, private credit flexes with SpaceX, Petrobras output hits records. The Nerd Corner: AI only “works” when it hits your customer’s opex—why usage-based cloud revenue is the real ROI signal. The Calls: Scorecard, then fresh bets on QQQs, energy, and small caps.The Calls: Tom: QQQs close ~1% red today. Ray: Energy ETF finishes up at least 1%. Alex: Russell 2000 closes down at least 1.2%.New episode every weekday before US market open. Find us on threeclowns.co | YouTube | TikTok | X Produced using AI-generated voices.

    22 мин.
  2. Ep. 19 — Meta Tanks, Google Pops, Oil Soars

    -1 ДН.

    Ep. 19 — Meta Tanks, Google Pops, Oil Soars

    Ep. 19 — Meta Tanks, Google Pops, Oil Soars Meta gets smoked while Alphabet rips, oil hangs over $120 with the UAE walking out of OPEC, and a hot data dump hits at 8:30. Add a REIT redemption freeze and falling gold, and you've got markets trying to price earnings shocks, inflation signals, and a supply crunch all before lunch. Today's stories: Intro — Meta vs. Google split, oil at $120, data tsunami, and a REIT freeze set the table.The Tape — Intent ads beat interruption ads; energy and infrastructure bid while gold fades and crypto bleeds.The Footnotes — UAE’s OPEC exit rewires energy, France’s timing is comic, gold vs. real yields, and REITs bifurcate.The Nerd Corner — Meta’s AI spend is defensive, Google’s is offensive; nuclear PPAs change rate sensitivity; Nvidia is the tell.The Calls: Tom: Nvidia closes red, down at least 2%.Ray: Gold ETF finishes up at least 2%.Alex: Meta closes down at least 3%.New episode every weekday before US market open. Find us on threeclowns.co | YouTube | TikTok | X Produced using AI-generated voices.

    30 мин.
  3. Ep. 18 — Powell Holds Or Blinks?

    -2 ДН.

    Ep. 18 — Powell Holds Or Blinks?

    Ep. 18 — Powell Holds Or Blinks? FOMC day with oil back above $110 after the UAE walked from OPEC, AI hardware wobbling as yields tick up, and gold somehow slipping into the penalty box. Powell either holds the line or blinks — and that call ripples through everything from QQQs to REITs. Today's stories: Oil tops $110 as UAE exits OPEC — supply uncertainty over squeezeAI and big tech selloff: ROI doubts meet higher discount ratesGold down despite geopolitics — real yields win the argumentREITs rally while yields rise: market pricing “contained,” not crisisJamie Dimon’s bond-crisis warning vs market resilienceChina’s yuan faces summer dividend repatriation testM&A pulse: Pepsi to buy oOh!Media; RAC pulls London IPO; Vale misses on costsThe Calls: Tom: Ten-year closes above 4.40%.Ray: Gold ETF closes flat to down at least 1%.Alex: QQQs close red by at least 0.5%.New episode every weekday before US market open. Find us on threeclowns.co | YouTube | TikTok | X Produced using AI-generated voices.

    19 мин.
  4. Ep. 17 — Higher Yields, AI Split Widens

    -3 ДН.

    Ep. 17 — Higher Yields, AI Split Widens

    Ep. 17 — Higher Yields, AI Split Widens Yields are pressing the market, oil is acting like a tax, and the AI trade is finally picking favorites. Nvidia holds the cash-flow crown while AMD eats the punishment, banks catch a bid, and defensives get dunked — all as Powell’s (maybe) last presser looms and Warsh-watch heats up. Today's stories: The Tape: Nvidia vs. AMD split, banks up/defensives down, oil rips as a hedge while energy equities lag, crypto trades like high-beta duration. The Footnotes: Dalio warns on Kevin Warsh, consumer confidence at 10am, Japanese insurers step back from JGBs — a structural push toward higher-for-longer. The Nerd Corner: Inference economics, CUDA lock-in, rising power costs, nuclear PPAs, and why battery supply chains (hello, Congo cobalt) now set the multiple.The Calls: Tom: QQQs close red, about -1% (he’s wrong if Powell nudges yields under 4.20%). Ray: 10-year finishes above 4.35% (he’s wrong if the Fed highlights clear labor cooling). Alex: AMD closes above $320 (he’s wrong if Nvidia guides down AI server pricing and drags chips).New episode every weekday before US market open. Find us on threeclowns.co | YouTube | TikTok | X Produced using AI-generated voices.

    24 мин.
  5. Ep. 16 — AI Boom Runs Into Fed Week

    -4 ДН.

    Ep. 16 — AI Boom Runs Into Fed Week

    Ep. 16 — AI Boom Runs Into Fed Week Intel and Meta just poured fresh fuel on the AI fire, sending semis flying — but Brent back above $107 and Powell's last meeting this week are about to test that euphoria. We break down a narrow tape crowding into chips while the rest of the market tiptoes around rates, oil, and dollar plumbing. Who blinks first: AI capex or the 10-year? Today's stories: Intro: AI rally vs. rates and $107 oil — setting up a collision course ahead of the FOMC.The Tape: Mega-cap AI leads while cyclicals, small caps, and healthcare lag — how narrow is too narrow?The Footnotes: Hormuz still shut, Brent >$107, Gulf dollar-funding stress, and what that means for the Fed.The Nerd Corner: Hyperscalers, multiples vs. the 10-year, nuclear PPAs, and where the AI story could crack first.The Calls: Three fearless (or foolish) predictions headed into a stacked week.The Calls: Tom: QQQ closes red (~-0.75%). Wrong if the 10-year drops back under 4.25%.Ray: 10-year finishes above 4.35%. Wrong if Dallas Fed data craters and triggers a safety bid.Alex: Nvidia closes green (≥ +0.5%). Wrong if NVDA finishes red.New episode every weekday before US market open. Find us on threeclowns.co | YouTube | TikTok | X Produced using AI-generated voices.

    17 мин.
  6. Ep. 15 — Oil At 104, Gold Slips

    24 АПР.

    Ep. 15 — Oil At 104, Gold Slips

    Ep. 15 — Oil At 104, Gold Slips Oil keeps ripping and Brent kisses 104 while gold stalls — not your usual fear trade. Tech wobbles, AMD rips, defensives rally, and the market screams rotation over panic. We sort out what actually matters for cuts, cash flows, and the AI tape. Today's stories: The Tape: Oil’s five-day rally, backwardation, defensives up while gold slips — rotation, not fear. The Footnotes: Man Group’s $6B redemption, private credit liquidity mismatch, prediction markets’ spillover risk. The Nerd Corner: AMD “event vol” vs. Intel “existential vol” — and what it means for semis. The Calls: Three spicy closes on NVDA, gold ETF, and QQQs.The Calls: Tom: Nvidia closes above 202; wrong if the 10-year pushes through 4.35%. Ray: Gold ETF finishes below 428; wrong if DXY loses momentum early. Alex: QQQs close above 658; wrong if the 10-year grinds past 4.35%.New episode every weekday before US market open. Find us on threeclowns.co | YouTube | TikTok | X Produced using AI-generated voices.

    29 мин.
  7. Ep. 14 — Oil Spikes, AI Rally Tested

    23 АПР.

    Ep. 14 — Oil Spikes, AI Rally Tested

    Ep. 14 — Oil Spikes, AI Rally Tested Iran seizes more ships in the Strait of Hormuz, oil jumps, and futures wobble after all-time highs powered by AI megacaps. Can tech hold when the physical world gets more expensive, or does the bond market quietly break the party? Today's stories: Intro: Record AI highs collide with Hormuz seizures and an energy shock.The Tape: Mega-cap concentration vs. flat rates; crypto proxies rip while coins slip; airlines and shipping feel the squeeze.The Footnotes: Gold bid alongside QQQs, Fed swap-line whispers, Panama Canal congestion, EM stress.The Nerd Corner: It’s still a rates trade—duration math, oil → breakevens → 10-year drift, and the FICO toll-booth risk.The Calls: Tom: Nvidia closes down at least 3% today. I’m wrong if it closes up, or even flat.Ray: DXY closes up at least 0.4% today. I’m wrong if the dollar closes down or flat.Alex: 10-year yield closes below 4.25% today. I’m wrong if it closes above 4.30.New episode every weekday before US market open. Find us on threeclowns.co | YouTube | TikTok | X Produced using AI-generated voices.

    19 мин.
  8. Ep. 13 — Oil Shock, Ceasefire Trade Collide

    22 АПР.

    Ep. 13 — Oil Shock, Ceasefire Trade Collide

    Ep. 13 — Oil Shock, Ceasefire Trade Collide Oil's supply math says "billion-barrel hole," headlines say "ceasefire" — and the market is trying to price both at once. Gold whipsaws, bonds sniff a sticky inflation floor, and tech splits between non-optional AI plumbing and consumer squeeze. Plus: Tim Cook steps aside, John Ternus takes Apple’s wheel, and VW pushes edge AI into cars. Today's stories: Intro: Markets cheer a ceasefire while oil’s supply shock refuses to vanish; gold snaps back; tech splits.The Tape: Oil rips, then slips; gold bounces; small caps and utilities drag; yields grind up; AMD/MSFT bid vs. Apple/Google offered.The Footnotes: Vitol’s billion-barrel hole, Iranian tankers rerouting, Ukraine restarting a Russian pipeline, and BHP locks iron ore prices with China.Nerd Corner: Edge AI in cars (VW) vs. cloud AI; Apple’s Ternus era signals device-first strategy; where AI dollars actually land.The Calls: Three fresh predictions on semis, the 10-year, and WTI — with clear invalidations.The Calls: Tom: Semiconductor ETF closes up at least 2% by Friday. Invalidation: crude closes below $75.Ray: 10-year yield closes the week above 4.35%. Invalidation: PCE prints cool enough to let the Fed breathe.Alex: WTI crude closes above $82 by week’s end. Invalidation: WTI closes below $78 by Friday.New episode every weekday before US market open. Find us on threeclowns.co | YouTube | TikTok | X Produced using AI-generated voices.

    24 мин.
См. все (21)

Трейлер

Об этом подкасте

Three clowns in suits. Markets before the bell. Alex, Tom, and Ray — daily financial market breakdowns before the US opening bell. The Tape, The Footnotes, The Nerd Corner, and The Calls. Every weekday. @threeclownspod on X and TikTok threeclowns.co This show is produced using AI-generated voices.

Информация

  • Автор
    ThreeClownsPod
  • Годы выхода
    2 тыс.
  • Выпуски
    21
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © ThreeClownsPod
  • Сайт подкаста
    Three Clowns