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The Rundown

Public.com
Nvidia
Spacex
Openai
Apple
Google
Amazon
Anthropic
Artificial Intelligence
Microsoft
Meta Platforms, Inc.
Meta
Tariffs
Stock Market
Federal Reserve
Walmart
Iran
Oil Prices
Oil
China
Coreweave

Daily stock market update in under 10 minutes. Stay up to date with the companies making the biggest moves and learn about the economic news that can help you be a better investor. Hosted by Zaid Admani. Created by Public.com.

PublishesDailyEpisodes802Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

Market update for Monday August 31, 2026

Check out the Public app for incredible investing tools and to support the show (LINK)

Tim Cook Deep Dive: {YouTube)(Spotify)

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactio... more

Julie Zhu, a research analyst at MoffettNathanson and co-author of a 93-page deep dive on SpaceX, joins Zaid to break down the company’s biggest opportunities and risks. Julie explains why SpaceX’s launch business, not Starlink or AI, may still be th... more

YouTube

Market update for August

Check out the Public app for incredible investing tools and to support the show (LINK)

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

In today’s episode, Zaid covers:

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Nvidia’s add... more

YouTube

Market update for August 27, 2026.

Check out the Public app for incredible investing tools and to support the show (LINK)

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

In today’s episode, Zaid covers:

*

Nv... more

YouTube

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Recent Guests

Brannin McBee
Co-founder and Chief Development Officer at CoreWeave
CoreWeave
Episode: CoreWeave Co-Founder on Sold-Out Compute and What the Market Gets Wrong about GPUs
John Petrides
Portfolio Manager at Tocqueville Asset Management
Tocqueville Asset Management
Episode: The AI Spending Boom Faces a Reality Check (ft. John Petrides)
Hardika Singh
Economic strategist at Fundstrat
Fundstrat
Episode: The Earnings Season That Could Make or Break the AI Trade (ft. Hardika Singh)
Arsalan Tavakoli
Co-founder and Senior Vice President of Field Engineering at Databricks
Databricks
Episode: How Databricks Became One of the World's Most Valuable AI Companies
Nicolas Owens
Equity analyst at Morningstar
Morningstar
Episode: What’s SpaceX Really Worth? This Analyst Says $63 a Share
Aurélien Nolf
CFO of Navan
Navan
Episode: Corporate Travel Is Booming. This AI Company Is Capitalizing
Michael Hurlston
CEO of Lumentum
Lumentum
Episode: How Lumentum Became a Critical Piece of the AI Boom
Roman Wasenmüller
Global head of podcasts at Spotify
Spotify
Episode: Spotify Bets Its Podcast Future on Video, AI and Memberships (ft. Roman Wasenmüller)
Wes Cummins
CEO of Applied Digital
Applied Digital
Episode: How Applied Digital Became the Landlord for Big Tech’s AI Buildout

Host

Zaid Admani
Host of The Rundown

Reviews

4.9 out of 5 stars from 7.7k ratings
  • Great new find

    Love this! Relevant, impactful, and concise. So happy Zaid and Public brought this to the table.

    Apple Podcasts
    5
    blbdude
    United States3 months ago
  • Excellent Pod!

    Great daily overview of the market.

    Apple Podcasts
    5
    Bigabe2002
    United States4 months ago
  • Political show

    Started out as a really good to the point show, now it’s gives one sided political views I’m not interested anymore .

    Apple Podcasts
    1
    plsmothers
    United States7 months ago
  • Excellent, brief, solid analysis every day. Could not ask for a better morning routine podcast to get caught up on only the essentials.

    Podcast Addict
    5
    Jublani
    8 months ago
  • Political hit piece

    Have been listening to this podcast since it first came out. Real shame they’re starting to do political views on it. It was a breath of fresh air to hear something that was just factual and informational. What a shame I’m going to have to unsubscribe.

    Apple Podcasts
    1
    rural investor
    United States8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate concise, daily market context and the upbeat delivery.
Many praise the weekend deep dives and practical takeaways for investing.
Overall, the host brings energy and makes market updates easy to digest in under 10 minutes.
A few episodes have drawn criticism for perceived stances or pacing in interviews.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

CoreWeave Co-Founder on Sold-Out Compute and What the Market Gets Wrong about GPUs
Q: Can you elaborate on Caterpillar becoming a client and what it signals about CoreWeave's position in the market?
Caterpillar's onboarding signals that CoreWeave offers unique value propositions beyond traditional hyperscaler capabilities, attracting enterprise customers with specialized AI workloads and robust performance, which helps diversify the client base beyond media and tech giants.
CoreWeave Co-Founder on Sold-Out Compute and What the Market Gets Wrong about GPUs
Q: What is the hardest part right now for the company?
Initially, securing chips and physical capacity was hardest, but now the challenge is forecasting and securing enough powered shell data centers two to three years out to meet demand, given that leases ahead of time are hard to obtain.
Who's Actually Winning the AI Race? (ft. Alex Heath)
Q: What do you think is the core reason investors are wary of Meta's AI strategy despite the heavy CapEx?
Investors want to see clear monetization and tangible consumer impact from Meta's AI investments beyond the infrastructure, as the current narrative around devices, ads, and services hasn't yet translated into commensurate revenue or user engagement gains.
The AI Spending Boom Faces a Reality Check (ft. John Petrides)
Q: Do you think the big techs like Microsoft, Amazon, and Meta will adjust their capex narrative after Google's response?
Yes, there will likely be some narrative pivots in conference calls, with companies potentially highlighting efficiency gains or reframing capex as strategic investments aligned with AI and cloud growth. However, the overall spend trajectory may stay elevated if the AI technology cycle remains intact, unless investors demand clearer profitability signals.
The AI Spending Boom Faces a Reality Check (ft. John Petrides)
Q: What is your take on the macro backdrop and how it affects earnings season right now?
The backdrop features strong earnings from many tech names but starts to show investor concern about the sustainability of AI-related capex, with interest rates and geopolitical risks adding noise. The key is distinguishing between short-term volatility and the long-term growth trajectory of AI investments, especially how cloud and efficiency gains translate into real cash flow over time.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Rundown

What is The Rundown about and what kind of topics does it cover?

A tight, under-10-minute daily market brief that slices through the biggest movers in stocks and macro news, with a strong emphasis on AI, tech infrastructure, and policy-driven catalysts. Episodes pair quick headlines with practical context for investors, often weaving in earnings signals, commodity or bond moves, and rapid-fire takes on thematic trends like AI compute, OpenAI-style bets, and hyperscaler dynamics. Notable is a weekend deep-dive format and a candid, energetic hosting style that blends data-heavy analysis with light anecdotes and a few provocative perspectives.

The show stands out for its fast pace, concise explanations, and a willingness to tackle both traditional market moves and frontier tech topics. Listeners likely inc... more

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Which podcasts are similar to The Rundown?

These podcasts share a similar audience with The Rundown:

1. The Psychology of Money with Morgan Housel
2. Wall Street Breakfast
3. Motley Fool Hidden Gems Investing
4. Rule Breaker Investing
5. The Compound and Friends

How many episodes of The Rundown are there?

The Rundown launched 3 years ago and published 802 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Rundown?

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What guests have appeared on The Rundown?

Recent guests on The Rundown include:

1. Brannin McBee
2. John Petrides
3. Hardika Singh
4. Arsalan Tavakoli
5. Nicolas Owens
6. Aurélien Nolf
7. Michael Hurlston
8. Roman Wasenmüller

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