Business insight and market data are everywhere. Few step forward when it matters. Hosted by Siyamak Khorrami, this show brings together CEOs, investors, and economists who have operated under real constraints. Drawing on Khorrami's background as a business operator and editor, each conversation builds a record of how leaders assess conditions and commit to direction.
Latest episodes
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28 min
How the Hotel Business Has Changed Since COVID | Donald Wise
A higher nightly rate looks like a win for the hotel charging it. Behind the front desk, insurance and labor costs can climb just as fast as the rate. So what does a room’s price r…
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38 min
What’s Happening With Fuel? | Skip York & Ronald Stein
Diesel prices reached record highs across most major economies this fall, prompting emergency stock releases and efforts to restore Russian diesel exports. At home, a major refiner…
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41 min
The Economics Behind Russia’s War | Andrei Illarionov
Years of sanctions and Ukrainian strikes on refineries inside Russia have put pressure on its economy. Yet Russia remains able to keep fighting. What actually sets the limit on how…
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26 min
China’s Exports Are Booming. Why Is Demand at Home Weak? | Charlene Chu
China’s exports are growing strongly this year, but demand at home remains weak. Fixed-asset investment fell 7.2 percent in the first eight months of 2026, and retail sales rose ju…
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33 min
How Higher Borrowing Costs Are Changing Housing Construction | Jim Righeimer
Higher borrowing costs are putting pressure on new home construction and apartment buildings financed at lower rates. What does that mean for how much housing actually gets built?B…
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40 min
What Trucking Shows About a Split Economy | Craig Fuller
Trucks hauling steel and other heavy materials for large industrial projects are in demand, while the everyday goods people buy are moving in smaller volumes. For many households,…
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41 min
Why Home Prices Kept Rising as Mortgage Rates Climbed | Barry Habib
National home prices rose in July even as mortgage rates climbed over the spring and summer. Mortgage rates have moved higher since, and the Fed raised its benchmark rate in Septem…
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40 min
What Changes When Manufacturing Moves Back to America? | Wayne Cochran
Bringing manufacturing back to the United States means confronting the costs that helped send it overseas. After tariff changes in April 2025, pallet maker RM2 could no longer sust…
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35 min
Why Higher Oil Prices Complicate the Fed’s Inflation Fight | Edward Dowd
Inflation has picked up again this year, with higher energy prices tied to the war with Iran pushing headline readings higher. On Sept. 16, the Federal Reserve raised rates for the…
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36 min
Why the Diesel Market Is Still Tight | Andrew Lipow
When the Strait of Hormuz closed during the Iran conflict, oil and diesel prices rose as markets tried to judge how long the disruption would last. Futures may reflect hopes for an…
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34 min
Central Banks Are Buying Gold, so Why Does Demand for the Dollar Keep Rising? | Daniel Lacalle
Central banks keep adding gold to their reserves while Treasury yields stay elevated, feeding a familiar explanation that the dollar is being debased and the world is rotating away…
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49 min
What It Would Take to Rebuild US Textile Manufacturing | Robert Antoshak
Tariffs are changing the economics of textile and apparel sourcing, while companies are spreading production to places such as Vietnam, Mexico, and other markets. China is no longe…
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46 min
AI Is Still Booming. What Is the Market Pricing In? | Michael Khouw
AI spending is still expanding, and some chip companies tied to the buildout are producing unusually strong profits while their stocks trade at modest earnings multiples. On the su…
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41 min
AI Is Driving a Power Buildout. Will the Forecasts Hold? | Scott Ebeling
Electricity demand is rising as artificial intelligence (AI) data centers seek enormous amounts of power and manufacturers look to expand production in the United States. But the p…
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35 min
What the Market Shows Before Big Positions Become Public | Jason Bodner
Markets can look one way in the news while institutional money is moving in another direction. Large investors often build positions gradually, making their activity difficult to s…
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40 min
Iran Is Escalating. The Economic Stakes Go Beyond Oil | Bijan Kian
Iran is facing renewed economic and military pressure, with the Strait of Hormuz again at the center of concerns over oil and global trade. The immediate focus is escalation, but u…
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37 min
AI Is Changing What Job Applications Mean | Douglas Wetzel
AI is becoming part of both sides of hiring at a time when the job market is already difficult for many applicants. Job seekers are using it in the application process, while emplo…
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41 min
Why Bigger IPOs Are Coming And What They’re Really Worth | Aman Verjee
The IPO market spent years running well below its earlier highs. Now SpaceX has gone public at a valuation near $2 trillion, Anthropic could follow, and more private technology com…
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26 min
America Needs More Electricity. What Will It Cost? | Rob Gramlich
U.S. electricity demand was largely flat for decades. Now the outlook has shifted as data centers and other large users seek more power from a grid that plans years in advance. Who…
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37 min
AI Is Driving the Market; The Buildout Is a Different Story | Louis Navellier
Artificial intelligence stocks have swung sharply this summer, which brings an older question back into focus. How much of the boom behind them is actually getting built, and what…