Trevor Noren on the $2.3 Trillion Hole at the Center of the AI Trade (Preview)

Sep 23, 2026 – Is the AI boom the biggest infrastructure buildout in history, or the most speculative? Trevor Noren of Sage Road Research joins FS Insider's Cris Sheridan to break down the widening gap between $200 billion in AI revenue...

Sep 22, 2026 – Is weaponizing space opening a dangerous new chapter in the rivalry between the U.S., China, and Russia? Laurent Lequeu joins Cris Sheridan to explore a brewing space arms race—and the economic fallout he sees taking shape on Earth...

Sep 21, 2026 – Brian McArthur and Crystal Colbert discuss the often-confusing process of transitioning to Medicare at retirement, emphasizing that most people should not fear penalties or the complexity of the system. Brian explains the enrollment...

Sep 18, 2026 – Financial Sense Wealth Management's Jim Puplava examines the dramatic rise in interest rates and the “refinancing shock” facing the US, as trillions in government debt must be renewed at significantly higher yields. He explores how...

Sep 18, 2026 – Energy expert Robert Rapier joins Jim Puplava to unpack a tightening global energy crisis, as the effective closure of the Strait of Hormuz sends diesel prices soaring and crack spreads to record highs. Rapier explains why depleted...

Sep 18, 2026 – The Fed raised rates as expected, but Chair Warsh’s comments signaled a focus on trends, not single data points. Oil above $100, 10-year yields near 5%, and growing AI and crypto policy debates add risk, while market breadth is weakening...

Sep 18, 2026 – "Bullseye" Craig Johnson of Piper Sandler discusses recent market turmoil following Fed rate hikes, highlighting weak market breadth and the likelihood of deeper consolidation or correction ahead. He warns of risks tied to rising debt...

Sep 17, 2026 – Are we crossing the threshold from artificial intelligence to superintelligence? Dr. Alan D. Thompson joins Cris Sheridan to explain how frontier AI models have outgrown human-designed tests—and why physical embodiment...

Sept 17, 2026 – Escalating wars and supply disruptions are fueling a major commodity boom that could last into the 2030s, says well-known global forecaster Martin Armstrong in today's exclusive interview with FS Insider. Martin provides his big picture...

Sep 15, 2026 – Financial author and derivatives expert Satyajit Das joins FS Insider's Cris Sheridan to examine the risks he sees building beneath the AI boom, as higher borrowing costs and mounting global debt put pressure on the financial system...