Radar Podcast
Market RadarMarket Radar was established with a straightforward, no-nonsense approach to understanding markets. We’ve harnessed the power of data-driven analysis to develop macroeconomic financial models that are both effective and easy to understand. In a social media landscape cluttered with aggressive sales tactics targeting everyday investors, we aim to be the voice of reason in the macro space.
| Publishes | Weekly | Episodes | 224 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
The S&P printed an all-time high on an Iran headline that's fallen through every other time it's shown up, semis are still 15% off their highs, and until our system flips we think this is a fake out. We lay out why the AI CapEx trade already peaked, ... more
We sold all of our tech on July 14 and we have not bought it back. The AI CapEx trade that carried the Nasdaq is fractured, Leopold got liquidated, and the vibes that took SanDisk to 2,400 are not healing in a straight line. We break down why this is... more
We went full risk off on the 14th, and the worst case scenario we've been warning about is now playing out: inflation impulses re-accelerating on the Hormuz escalation, growth impulses dead in the water, and a 63% probability of shifting from stagfla... more
We break down whether this is a market crash or just a rotation as capital flees semis and the AI CapEx trade into financials, healthcare, and utilities. Our regime model has flipped to stagflation, and we explain why we stay positioned for the regim... more
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Apple Podcasts | #191 |  Finland/Business/Investing |
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Frequently Asked Questions About Radar Podcast
What is Radar Podcast about and what kind of topics does it cover?
Two market-focused voices deliver data-driven macro insights with a practical, no-nonsense approach. Episodes regularly dissect the interplay between AI-driven CapEx, inflation dynamics, and regime shifts in risk markets, placing particular emphasis on how mega-cap tech, crypto cycles, and notable tech IPOs reshape breadth, leadership, and portfolio strategy. The format tends to combine rigorous modeling with real-time narrative, offering disciplined risk management takeaways, market timing concepts, and clear implications for investors navigating regime changes, sector rotations, and inflation surprises. A standout aspect is the heavy use of model-driven frameworks to interpret complex macro signals, while still keeping the discussion acce... more
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Which podcasts are similar to Radar Podcast?
These podcasts share a similar audience with Radar Podcast:
1. Forward Guidance
2. Monetary Matters with Jack Farley
3. Top Traders Unplugged
4. The Julia La Roche Show
5. Wealthion - Be Financially Resilient
How many episodes of Radar Podcast are there?
Radar Podcast launched 2 years ago and published 224 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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