<![CDATA[Market Insider]]>baa76411-4236-5207-bd00-bd27841b1b86Thu, 20 Aug 2026 16:00:23 +0000Captivate.fmThe Epoch Timeshttps://artwork.captivate.fm/3a39a4ca-99aa-4694-8696-16654edbfc2b/ET-Podcast-MarketInsider.jpgMarket InsiderThe Epoch TimesThe Epoch TimesBusiness 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.https://www.theepochtimes.com/falseepisodicnopodcastAI Is Driving the Market; The Buildout Is a Different Story | Louis NavellierAI Is Driving the Market; The Buildout Is a Different Story | Louis NavellierArtificial 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 stands between an announced data center and a working one?

That answer is not contained in the stock prices, or even in the strong earnings now coming through. What decides it sits outside the market, in conditions that have to be cleared before anything gets powered on. The indexes can obscure that picture too, since the strength they show sits in a narrow slice of the market.

Louis Navellier has built his career picking individual stocks and grading them against hard numbers. He joins us to explain what he sees behind the buildout, and why his test for what he will own has kept him out of some of the most talked-about names of this cycle.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of The Market Insider Show

]]>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 stands between an announced data center and a working one?

That answer is not contained in the stock prices, or even in the strong earnings now coming through. What decides it sits outside the market, in conditions that have to be cleared before anything gets powered on. The indexes can obscure that picture too, since the strength they show sits in a narrow slice of the market.

Louis Navellier has built his career picking individual stocks and grading them against hard numbers. He joins us to explain what he sees behind the buildout, and why his test for what he will own has kept him out of some of the most talked-about names of this cycle.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of The Market Insider Show

]]>3623d34e-d1a8-430b-b862-866cd6899f3aThu, 20 Aug 2026 09:00:00 -070036:50falsefullChina Is Pulling Ahead in Global EV Markets; Can the Big Three Catch Up? | Stephen EzellChina Is Pulling Ahead in Global EV Markets; Can the Big Three Catch Up? | Stephen EzellChinese automakers are gaining ground in markets from Europe to Southeast Asia and Latin America. Meanwhile, the Big Three are leaning harder into the large trucks and SUVs that remain highly profitable at home, while reducing their exposure in some overseas markets. The next decade will test how well that home-market strategy holds up.

From inside the U.S. market, the logic makes sense: build what sells and stick with the vehicles that make the most money. But the competitive gap with China runs on more than the price of any single car, making the global contest harder to read from the U.S. market alone.

Stephen Ezell, executive vice president for Global Innovation Policy at ITIF, has studied how the global auto industry reached this point. He joins us to explain how far a U.S.-focused strategy can carry the Big Three as Chinese automakers keep gaining ground abroad.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of the Market Insider Show*

]]>Chinese automakers are gaining ground in markets from Europe to Southeast Asia and Latin America. Meanwhile, the Big Three are leaning harder into the large trucks and SUVs that remain highly profitable at home, while reducing their exposure in some overseas markets. The next decade will test how well that home-market strategy holds up.

From inside the U.S. market, the logic makes sense: build what sells and stick with the vehicles that make the most money. But the competitive gap with China runs on more than the price of any single car, making the global contest harder to read from the U.S. market alone.

Stephen Ezell, executive vice president for Global Innovation Policy at ITIF, has studied how the global auto industry reached this point. He joins us to explain how far a U.S.-focused strategy can carry the Big Three as Chinese automakers keep gaining ground abroad.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of the Market Insider Show*

]]>7ce9a5fc-7177-4f49-8071-9766bb9924fbMon, 17 Aug 2026 07:00:00 -070030:50falsefullThe Biggest AI Stock Moves May Not Tell the Whole Story | Kevin MahnThe Biggest AI Stock Moves May Not Tell the Whole Story | Kevin MahnAI stocks are making some of the biggest moves in the market right now. One jumps 15 percent after earnings, then days later another falls 15 percent, leaving anyone with AI exposure trying to understand what those moves are actually saying.

Investors are split between two views: this is the top, or the run has barely begun. But the biggest moves may not be the clearest signal, and the volatility many investors read as a warning may be measuring something other than the health of the trade itself.

Kevin Mahn, president and chief investment officer of Hennion & Walsh Asset Management, joins us to explain how he is positioning a fund through this market and what he is watching to tell the difference between a pullback and a top.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of the Market Insider Show*

]]>AI stocks are making some of the biggest moves in the market right now. One jumps 15 percent after earnings, then days later another falls 15 percent, leaving anyone with AI exposure trying to understand what those moves are actually saying.

Investors are split between two views: this is the top, or the run has barely begun. But the biggest moves may not be the clearest signal, and the volatility many investors read as a warning may be measuring something other than the health of the trade itself.

Kevin Mahn, president and chief investment officer of Hennion & Walsh Asset Management, joins us to explain how he is positioning a fund through this market and what he is watching to tell the difference between a pullback and a top.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of the Market Insider Show*

]]>22b08d7a-c814-45d1-a9cd-d0461e69ec88Thu, 13 Aug 2026 09:00:00 -070026:13falsefullWall Street Veteran on Why Japan’s Yen Matters to US Markets | Mark MalekWall Street Veteran on Why Japan’s Yen Matters to US Markets | Mark MalekThe United States just stepped into the Japanese yen market, turning what can look like a distant foreign-exchange story into a much larger question for American markets. Why did Washington care enough about a move in the yen to get involved?

The connection runs deeper than the exchange rate. For years, conditions in Japan and the United States were linked through a channel most households had little reason to notice. Now that channel is under strain, reaching parts of the U.S. economy most people would never connect to the yen.

Mark Malek, chief investment officer at Siebert Financial and a Wall Street veteran of more than 35 years, joins us to explain why Washington stepped into a foreign currency market and what sits behind a financial connection most Americans rarely have reason to watch.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of the Market Insider Show*

]]>The United States just stepped into the Japanese yen market, turning what can look like a distant foreign-exchange story into a much larger question for American markets. Why did Washington care enough about a move in the yen to get involved?

The connection runs deeper than the exchange rate. For years, conditions in Japan and the United States were linked through a channel most households had little reason to notice. Now that channel is under strain, reaching parts of the U.S. economy most people would never connect to the yen.

Mark Malek, chief investment officer at Siebert Financial and a Wall Street veteran of more than 35 years, joins us to explain why Washington stepped into a foreign currency market and what sits behind a financial connection most Americans rarely have reason to watch.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of the Market Insider Show*

]]>ae3d7788-2f9d-4383-8709-22934438431dMon, 10 Aug 2026 09:00:00 -070047:44falsefullWhy the Housing Shortage Story Doesn’t Add Up | Jon BrooksWhy the Housing Shortage Story Doesn’t Add Up | Jon BrooksFor years, the housing debate has rested on one message: America does not have enough homes. Tight supply, the argument goes, will keep prices moving higher. Yet in several fast-growing markets, sales are weakening, and inventory is rising. Nevertheless, local households still cannot afford what is available.

That contradiction matters because housing gets treated as one national market even when conditions run in very different directions by region. A single national number can bury what is happening on the ground, leaving buyers and sellers with a story that may not match the market in front of them.

Jon Brooks is a Florida broker whose firm works directly with builders across Northeast Florida. He explains what the regions that built heavily during the boom are now showing about the national shortage debate and why the same housing story can look very different from one market to the next.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of the Market Insider Show*

]]>For years, the housing debate has rested on one message: America does not have enough homes. Tight supply, the argument goes, will keep prices moving higher. Yet in several fast-growing markets, sales are weakening, and inventory is rising. Nevertheless, local households still cannot afford what is available.

That contradiction matters because housing gets treated as one national market even when conditions run in very different directions by region. A single national number can bury what is happening on the ground, leaving buyers and sellers with a story that may not match the market in front of them.

Jon Brooks is a Florida broker whose firm works directly with builders across Northeast Florida. He explains what the regions that built heavily during the boom are now showing about the national shortage debate and why the same housing story can look very different from one market to the next.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of the Market Insider Show*

]]>5c31be25-732b-4e89-9e50-ba409c47dcceWed, 05 Aug 2026 11:00:00 -070029:36falsefullAI Power Demand Is Rising. Can the Grid Build Fast Enough? | Joshua RhodesAI Power Demand Is Rising. Can the Grid Build Fast Enough? | Joshua RhodesArtificial intelligence is driving a new wave of electricity demand after years of relatively flat growth. In Texas, requests from data centers and other large users now far exceed what the grid can add on the timelines developers are seeking. Building enough power is one challenge. Doing it fast enough is another.

Power plants and the equipment connecting them to the grid take far longer to build than the projects requesting electricity. That mismatch is changing how grid operators assess large connection requests and decide what the system can support.

Joshua Rhodes, a research scientist at the University of Texas at Austin who studies the electric grid, joins us to explain how ERCOT is handling the surge in requests. He looks at whether the grid can expand on the timetable the AI boom expects.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of Market Insider

]]>Artificial intelligence is driving a new wave of electricity demand after years of relatively flat growth. In Texas, requests from data centers and other large users now far exceed what the grid can add on the timelines developers are seeking. Building enough power is one challenge. Doing it fast enough is another.

Power plants and the equipment connecting them to the grid take far longer to build than the projects requesting electricity. That mismatch is changing how grid operators assess large connection requests and decide what the system can support.

Joshua Rhodes, a research scientist at the University of Texas at Austin who studies the electric grid, joins us to explain how ERCOT is handling the surge in requests. He looks at whether the grid can expand on the timetable the AI boom expects.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of Market Insider

]]>e6071ef0-9701-4a2e-8b82-11830bce8050Sun, 02 Aug 2026 09:15:00 -070028:46falsefullIf the Fed Raises Rates, What’s the Price? | Eric SwansonIf the Fed Raises Rates, What’s the Price? | Eric SwansonInflation has come off its peak, but the path back to the Federal Reserve’s 2 percent target remains unsettled. Longer-term rates are climbing, and markets are moving away from the rate cuts many homebuyers and businesses had anticipated. That leaves a harder question: Could the Fed raise rates before inflation is fully under control?

For borrowers, higher financing costs can arrive before the Fed makes a formal decision. Those costs affect spending and hiring before officials decide what comes next.

Eric Swanson, professor of economics at University of California–Irvine, has spent years studying monetary policy and Fed communication. He joins us to explain what investors are reading into current rates and how Fed officials balance the push to lower inflation against the risk of weakening the economy too much.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of the Market Insider Show*

]]>Inflation has come off its peak, but the path back to the Federal Reserve’s 2 percent target remains unsettled. Longer-term rates are climbing, and markets are moving away from the rate cuts many homebuyers and businesses had anticipated. That leaves a harder question: Could the Fed raise rates before inflation is fully under control?

For borrowers, higher financing costs can arrive before the Fed makes a formal decision. Those costs affect spending and hiring before officials decide what comes next.

Eric Swanson, professor of economics at University of California–Irvine, has spent years studying monetary policy and Fed communication. He joins us to explain what investors are reading into current rates and how Fed officials balance the push to lower inflation against the risk of weakening the economy too much.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of the Market Insider Show*

]]>b9bd434b-b453-44cd-be2e-eb7c0ca74334Tue, 28 Jul 2026 05:30:00 -070034:43falsefullChina’s Manufacturing Boom Comes With a Warning | William YuChina’s Manufacturing Boom Comes With a Warning | William YuChinese EVs and other manufactured goods are reaching Europe and Latin America at prices that are putting pressure on domestic producers. The United States has largely kept Chinese EVs out through tariffs. From the outside, the pattern can appear to be evidence that China is pulling ahead in advanced manufacturing.

But the same expansion can take on a different meaning when viewed from within China’s economy. The scale of the boom may be concealing strains that export growth alone cannot resolve. What looks like industrial strength abroad may reflect a more troubled economic system at home.

William Yu, an economist at UCLA Anderson Forecast, builds independent models of China’s economy rather than relying only on its official growth figures. He joins us to explain what the manufacturing surge looks like from inside China and why its apparent strength may not tell the full story.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of the Market Insider Show*

]]>Chinese EVs and other manufactured goods are reaching Europe and Latin America at prices that are putting pressure on domestic producers. The United States has largely kept Chinese EVs out through tariffs. From the outside, the pattern can appear to be evidence that China is pulling ahead in advanced manufacturing.

But the same expansion can take on a different meaning when viewed from within China’s economy. The scale of the boom may be concealing strains that export growth alone cannot resolve. What looks like industrial strength abroad may reflect a more troubled economic system at home.

William Yu, an economist at UCLA Anderson Forecast, builds independent models of China’s economy rather than relying only on its official growth figures. He joins us to explain what the manufacturing surge looks like from inside China and why its apparent strength may not tell the full story.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of the Market Insider Show*

]]>d506dda3-cf65-4093-88d7-2becb24dba5fMon, 27 Jul 2026 11:25:00 -070039:18falsefullWhat Wall Street Might Be Missing About the New Fed Chair | Robert HetzelWhat Wall Street Might Be Missing About the New Fed Chair | Robert HetzelWall Street is spending the summer trying to read one man’s mind. A new chair now runs the Federal Reserve, and every desk is guessing which way interest rates move next. With the economy looking steady, it can feel as though the difficult part is over.

Robert Hetzel, former Senior Economist at the Federal Reserve Bank of Richmond, has seen how quickly a settled view of the economy can become unreliable. The next test may arrive before markets have enough evidence to know that the outlook has changed.

After more than four decades inside the Federal Reserve, Hetzel joins us to explain why the debate over the next rate move may reveal less than it seems, and what will matter when the economy stops following the Fed’s forecast.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of The Market Insider Show.

]]>Wall Street is spending the summer trying to read one man’s mind. A new chair now runs the Federal Reserve, and every desk is guessing which way interest rates move next. With the economy looking steady, it can feel as though the difficult part is over.

Robert Hetzel, former Senior Economist at the Federal Reserve Bank of Richmond, has seen how quickly a settled view of the economy can become unreliable. The next test may arrive before markets have enough evidence to know that the outlook has changed.

After more than four decades inside the Federal Reserve, Hetzel joins us to explain why the debate over the next rate move may reveal less than it seems, and what will matter when the economy stops following the Fed’s forecast.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of The Market Insider Show.

]]>6f3bf4ca-f0dc-4e3f-93b1-0129f45c5eb4Thu, 23 Jul 2026 09:00:00 -070037:27falsefullWhat’s Holding Back Oil Prices Now? | Matt SmithWhat’s Holding Back Oil Prices Now? | Matt SmithThe Strait of Hormuz has been severely disrupted for more than four months, and crude is still trading in the $80s. Meanwhile, diesel at the U.S. pump has passed $5 a gallon and has outpaced crude since the crisis began. If the world’s biggest oil choke point remains this constrained, why isn’t the oil price showing more of the strain?

The market has adapted, but with fixes that were never built to last. The bill is already arriving somewhere other than the price of crude.

Matt Smith directs commodity research at Kpler, a firm that tracks the world’s oil flows tanker by tanker. He joins us to explain what that data is showing, that the oil price is not, and how much longer the calm can hold.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of The Market Insider Show.

]]>The Strait of Hormuz has been severely disrupted for more than four months, and crude is still trading in the $80s. Meanwhile, diesel at the U.S. pump has passed $5 a gallon and has outpaced crude since the crisis began. If the world’s biggest oil choke point remains this constrained, why isn’t the oil price showing more of the strain?

The market has adapted, but with fixes that were never built to last. The bill is already arriving somewhere other than the price of crude.

Matt Smith directs commodity research at Kpler, a firm that tracks the world’s oil flows tanker by tanker. He joins us to explain what that data is showing, that the oil price is not, and how much longer the calm can hold.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of The Market Insider Show.

]]>2af26323-0e1f-4ddf-924c-32221a32120cMon, 20 Jul 2026 09:00:00 -070031:14falsefullWhy Home Prices Aren’t Falling Even as Buyers Disappear | Jim RigheimerWhy Home Prices Aren’t Falling Even as Buyers Disappear | Jim RigheimerHousing prices remain high even as demand softens and builders slow activity. There is talk of a housing shortage. Some builders aren’t building because they don’t see the demand.

In this episode, we speak with Arbor Capital Partners CEO Jim Righeimer, a developer who works closely with builders. He tells us what’s happening in the housing market and whether it’s the right time to invest in housing.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of California Insider.

]]>Housing prices remain high even as demand softens and builders slow activity. There is talk of a housing shortage. Some builders aren’t building because they don’t see the demand.

In this episode, we speak with Arbor Capital Partners CEO Jim Righeimer, a developer who works closely with builders. He tells us what’s happening in the housing market and whether it’s the right time to invest in housing.

*Views expressed in this video/article are opinions of the author and do not necessarily reflect the views of California Insider.

]]>fe595e76-e6b9-41d9-88e6-eac44070e4e7Fri, 19 Jun 2026 09:00:00 -070027:42falsefullIran War Update: What the Cease-Fire Doesn’t ResolveIran War Update: What the Cease-Fire Doesn’t ResolveAn Iran war cease-fire is now in place, but the conditions that produced this war were building long before the first strike. Iran’s leadership has operated on a consistent internal logic for 47 years, and no diplomatic agreement addresses what is actually driving the instability from within. What does that pattern tell us about whether any deal holds?

Foreign policy analyst Lisa Daftari examines the behavioral record of a regime under pressure and why the internal conditions inside Iran may outlast whatever is agreed to from the outside.

Views expressed in this video are the opinions of the host and guests and do not necessarily reflect the views of The Epoch Times.

]]>An Iran war cease-fire is now in place, but the conditions that produced this war were building long before the first strike. Iran’s leadership has operated on a consistent internal logic for 47 years, and no diplomatic agreement addresses what is actually driving the instability from within. What does that pattern tell us about whether any deal holds?

Foreign policy analyst Lisa Daftari examines the behavioral record of a regime under pressure and why the internal conditions inside Iran may outlast whatever is agreed to from the outside.

Views expressed in this video are the opinions of the host and guests and do not necessarily reflect the views of The Epoch Times.

]]>4e92930b-d2ad-404f-91ca-0ec6f24fdf19Thu, 09 Apr 2026 16:00:00 -070040:25falsefull