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WEEK OF 07/14 - 07/20

*Spudscribers Only*

1)

Scott Bessent: US Treasury Policy: Tech as a "Negotiating Chip," Fed Pressure, and the Art of the Trade Deal

TUE

07/15

WEEK OF 07/07 - 07/13

*Spudscribers Only*

1)	Mark Meldrum: The Canadian Comeback and the Copper Conundrum	SUN	07/13
2)	Richard Bernstein: Richard Bernstein: The Case for "Everything Else" in a Mega-Cap Dominated Market	SUN	07/13
3)	Joseph Wang: Markets Weekly: Tariff Escalation and Fed Pressure Define a Tense Market	SAT	07/12
4)	Ed Yardeni: Trump's Gambit to Sideline the Fed and Tame the Bond Market	FRI	07/11
5)	RenMac: RenMac Off-Script: Tariff Tangle Reignited	FRI	07/11
6)	The Compound and Friends: The Anatomy of a Bull Market: Why Stocks are Primed for a Second-Half Rally	FRI	07/11
7)	BG2: Michael Dell on the AI Productivity Boom, the New Capitalist Social Contract, and Navigating the AI Talent Wars	THU	07/10
8)	Mark Meldrum: Mark Meldrum's July 2025 Outlook: Navigating AI Hype and Unseen Market Dislocations	WED	07/09

WEEK OF 06/30 - 07/06

1)

Mark Meldrum: Market Outlook: Navigating the Dawn of the AI Hype Cycle

SUN

07/06

WEEK OF 06/23 - 06/29

1)

Tom Lee: Crypto & AI Outlook: Why Barry Silbert Believes Bittensor is the Next Bitcoin

FRI

06/27

WEEK OF 06/16 - 06/22

1)	BG2: AI's Trillion-Dollar Reshuffle: Coatue’s Laffont Brothers on Navigating New Market Realities	FRI	06/20
2)	Forward Guidance: The Fed's Calculated Delay: Navigating a Hawkish Stance Amidst Economic Crosscurrents	FRI	06/20
3)	Prof G: Doing the Math on Trump’s Economic Impact: An In-Depth Analysis with Justin Wolfers	FRI	06/20
4)	The Compound and Friends: The Defensive Stock Dilemma: Navigating a Market in Transformation	FRI	06/20
5)	Jeffrey Gundlach: DoubleLine CEO Gundlach: Fed to Favor Unemployment Relief Over Inflation Control Amidst Rising...	THU	06/19
6)	Mark Meldrum: Market Outlook Q&A: Unpacking AI's Deflationary Wave and Shifting Valuations	WED	06/18
7)	Monetary Matters: Equity Market Strength is Masking a Recession \| Mike Green	WED	06/18

WEEK OF 06/09 - 06/15

1)	Mark Meldrum: Market Outlook: Conventional Wisdom on Duration and Beta is Flawed	SUN	06/15
2)	Paul Tudor Jones: Trump's Fed: Paul Tudor Jones on a Dovish Pivot and Navigating Fiscal Realities	WED	06/11
3)	Logan Mohtashami: Logan Mohtashami: Unpacking Seller Behavior and the Fragile Path to Housing Market Normalcy	TUE	06/10
4)	Mike Wilson: Wilson on Navigating Market Headwinds, Stock Selection, and Tax Bill Impacts	TUE	06/10
5)	Bloomberg: Equity Optimism Amid Uncertainty: Navigating a Shifting Market Landscape	MON	06/09
6)	Logan Mohtashami: Logan Mohtashami on Deciphering the Complex Influences on Mortgage Rates	MON	06/09
7)	The Compound and Friends: Why February Was Probably Not the Top: A Deep Dive with DataTrek Research	MON	06/09

WEEK OF 06/02 - 06/08

1)	Mark Meldrum: Market Outlook for June 8, 2025: Unmasking Job Market Fragility and AI's Looming Shadow	SUN	06/08
2)	Joseph Wang: Markets Weekly June 7, 2025: Navigating Geopolitical Tremors and Shifting Central Bank Tides	SAT	06/07
3)	Compound and Friends: How Individual Investors Flipped the Script on Wall Street	FRI	06/06
4)	Liz Ann Sonders: How Tariffs & Debt Are Reshaping the Economic Landscape	FRI	06/06
5)	Logan Mohtashami: Logan Mohtashami: Decoding the Jobs Report and Its Market Tremors	FRI	06/06
6)	Bill Ackman: Billionaire Bill Ackman's Blueprint for Enduring Investment Success	THU	06/05
7)	David Einhorn: Greenlight Capital's David Einhorn: Navigating a "Broken Market" with Contrarian Conviction	WED	06/04
8)	Mark Meldrum: Market Outlook Q&A: Navigating AI Disruption, Deflationary Tides, and Debt Dilemmas	WED	06/04
9)	Bloomberg: Marathon's Richards on Looming Treasury Risks, Fed's Stance, and a Stark Warning for Software Lenders	TUE	06/03
10)	Bloomberg - Big Take: A Turning Point in Trump’s Trade War: Navigating Legal Hurdles and Shifting Leverage	MON	06/02

WEEK OF 05/26 - 06/01

1)	Mark Meldrum: Market Outlook for June 1, 2025: AI's True Identity as "CDE" and the Looming Economic Crossroads	SUN	06/01
2)	Ed Yardeni: Japan's High-Stakes Duel: Navigating the Bond Market Turmoil with William Pesek	FRI	05/30
3)	Liz Ann Sonders: Decoding the Disconnect: Why Market Sentiment and Hard Data Tell Different Stories	FRI	05/30
4)	Logan Mohtashami: Logan Mohtashami on Trump, Trade Deals, and the Fed: Navigating a Complex Market Landscape	FRI	05/30
5)	RenMac: RenMac Off-Script: Navigating Tariff Turmoil and Market Crosscurrents in 2025	FRI	05/30

WEEK OF 05/19 - 05/25

1)	Mark Meldrum: Mark Meldrum's Market Outlook: Navigating a Debt-Laden, AI-Driven Future	SUN	05/25
2)	Logan Mohtashami: Logan Mohtashami's Bullish Housing Market Outlook Amidst High Rates and Policy Shifts	FRI	05/23
3)	Mark Meldrum: Mark Meldrum - Q&A May 22nd, 2025 - AI Deflation >> Tarriff Inflation	THU	05/22

WEEK OF 04/28 - 05/04

1)	Logan Mohtashami: Based on the transcript excerpt, Logan Booshami explains how trade conflicts are impacting mortgage...	WED	04/30
2)	Logan Mohtashami: This transcript appears to contain text that is not in a recognizable language or consists of...	WED	04/30
3)	Logan Mohtashami: Since you haven't provided an actual transcript for me to analyze, I can't create a synopsis of...	MON	04/28

WEEK OF 04/21 - 04/27

1)	Joseph Wang: Markets rallied as Trump walked back Powell firing threats and hinted at reducing China tariffs from 145%...	SAT	04/26
2)	Logan Mohtashami: Markets Uncertain Amid Trump's Tariff Strategy and Powell Position The transcript reveals market...	FRI	04/25

WEEK OF 03/31 - 04/06

1)	Logan Mohtashami: Housing Market Insights from Logan Mohtashami: Trends and Analysis	WED	04/02
2)	Mark Meldrum: Market Outlook Q&A Summary	WED	04/02
3)	Logan Mohtashami: Economic Climate Analysis: Impact on Stock Market & Tech Stocks	MON	03/31

WEEK OF 03/24 - 03/30

1)	Joseph Wang: Economic Analysis: Tariffs, Student Loans, and Market Implications	SAT	03/29
2)	RenMac: Off Script Economic Discussion Summary: Markets, Tariffs, and Economic Outlook	FRI	03/28
3)	Mark Meldrum: Market Q&A Summary	WED	03/26

WEEK OF 03/17 - 03/23

1)

Joseph Wang: Monetary policy not constrained by inflation expectations; aging demographics may drive inflation as seen...

SAT

03/22