Unusual Whales

This episode of the Unusual Whales Pod was recorded Live on December 10, 2024. Our host is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs who manages the American Reshoring ETF Trading Symbol: $RSHO. Along with experts in macroeconomics, investing, portfolio management, and market research, we dive deeper into the goals and potential effects of President Elect Donald Trump’s Tariff plans.Panel:Yuri Khodjamirian https://x.com/YuriKhodjamBrent Johnson https://x.com/SantiagoAuFundBoris Kovacevic https://x.com/MacroKovaAdam Ozimek https://x.com/ModeledBehaviorAndy Constan https://x.com/dampedspringJens Nordvig https://x.com/jnordvigHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesTwitch: https://www.twitch.tv/unusualwhalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

Unusual Whales Pod Ep. 46: Fed CUTS RATES by 25BPS, Trump Tariffs, Equities, and Jerome PowellThis episode of the Unusual Whales Pod was recorded Live on November 7th, 2024. Our host is joined by a panel of macro experts to discuss the Fed rate cut, the implications of Trump’s presidency on the economy, the Fed, and Tariffs, and the state of the economy, of commodities and equities, as well as the Fed’s mandate moving forward toward a new year in 2025.Panel:Joseph Wang https://twitter.com/FedGuy12Thelastbearstanding https://twitter.com/LastBearStandngBob Elliott https://x.com/BobEUnlimitedMartin Pelletier https://twitter.com/MPelletierCIOCem Karsan https://twitter.com/jam_croissantHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesTwitch: https://www.twitch.tv/unusualwhalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

Unusual Whales Pod Ep. 45: American Reshoring, Tariffs, and Trump’s plansThis episode of the Unusual Whales Pod was recorded Live on October 31, 2024. Our host is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs and their American Reshoring ETF Trading Symbol: $RSHO. Along with experts in global shipping, investing, and history, the panel discusses everything from the positive and negative effects of Tariffs, and the shifting climate toward domestic manufacturing and supply chains in the United States.Panel:Yuri Khodjamirian https://x.com/YuriKhodjamJohn Konrad https://x.com/johnkonradDr. Sal Mercogliano https://x.com/mercoglianos Sven Heinrich https://x.com/NorthmanTrader Marko Bjegovic https://x.com/MBjegovic Hosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesTwitch: https://www.twitch.tv/unusualwhalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

This episode of the Unusual Whales Pod was recorded Live on October 17, 2024. Our host is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs, and investment experts Martin Pelletier of Trivest Wealth at Wellington-Altus Private Counsel, and Jerome from Quality Stocks, to discuss myriad topics relating to Quality Investment, companies with strong moats, and long term growth. Learn from experts on how they pick their investments! Panel:Yuri Khodjamirian https://x.com/YuriKhodjamJerome https://x.com/QualityStocksMartin Pelletier https://x.com/MPelletierCIOHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesTwitch: https://www.twitch.tv/unusualwhalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/**

Unusual Whales Pod Ep. 43: GLP-1 Therapies for Obesity and Overall Health, Sponsored by Tema $HRTS ETFThis episode of the Unusual Whales Pod was recorded Live on September 24th, 2024. Our host is joined by the CEO and CIO of Tema ETFs Maurits Pot and Yuri Khodjamirian, as well as medical and Biopharma experts to discuss the health landscape in regards to Obesity. A range of topics from GLP-1 treatment efficacy such as Ozempic and Wegovy, to the investor’s point of view and how to navigate the potentially volatile world of biopharma stocks. Via their actively managed GLP-1, Obesity & Cardiometabolic ETF, ticker $HRTS, Tema stays on top of developments in the field, and invests in what they say may be the biggest biopharma potential in the markets, right now.Panel:Maurits Pot https://x.com/mauritspotYuri Khodjamirian https://x.com/YuriKhodjamEric Feigl-Ding https://x.com/DrEricDingAlexandra Sowa https://x.com/AlexandraSowaMDBioPharmCatalyst https://twitter.com/BPharmCatalystHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whales**Disclaimer:Any content referenced in the video or on Unusual Whales are not intended to provide legal, tax, investment or insurance advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. Nothing on Unusual Whales should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by Unusual Whales or any third party. Certain investment planning tools available on Unusual Whales may provide general investment education based on your input. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your legal or tax professional regarding your specific situation. You can lose some or all of your investment. See terms for more information.

This episode of the Unusual Whales Pod was recorded Live on September 18th, 2024. Our host is joined by a panel of macro experts to discuss the first Fed rate cut since 2020. The panel also discusses the state of the economy, of commodities and equities, as well as the Fed’s mandate moving forward toward a new year in 2025.Panel:Joseph Wang https://twitter.com/FedGuy12Thelastbearstanding https://twitter.com/LastBearStandngMichael Kao https://twitter.com/UrbanKaoboyDan Ives https://x.com/DivesTechCem Karsan https://twitter.com/jam_croissantHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesUnusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesTwitch: https://www.twitch.tv/unusualwhalesYouTube: https://www.youtube.com/unusualwhales/**Disclaimer:Any content referenced in the video or on Unusual Whales are not intended to provide legal, tax, investment or insurance advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. Nothing on Unusual Whales should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by Unusual Whales or any third party. Certain investment planning tools available on Unusual Whales may provide general investment education based on your input. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your legal or tax professional regarding your specific situation. You can lose some or all of your investment. See terms for more information.

Unusual Whales Pod Ep. 41: Fed HOLDS Rates with Dovish Release; Treasuries, Commodities, and 2024 OutlookThis episode of the Unusual Whales Pod was recorded Live on July 31, 2024 prior to and after the FOMC interest rate decision. Our panel of experts cover all topics from gold and commodities, to international inflation sentiment, as well as the overall outlook in the markets for the latter half of 2024!Panel:Joseph Wang https://twitter.com/FedGuy12Thelastbearstanding https://twitter.com/LastBearStandngMichael Kao https://twitter.com/UrbanKaoboyMartin Pelletier https://twitter.com/MPelletierCIOCem Karsan https://twitter.com/jam_croissantHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesTwitch: https://www.twitch.tv/unusualwhalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

Unusual Whales Pod Ep. 40: Fed Hold Rates; Inflation, Housing, and UnemploymentThis episode of Unusual Whales Pod was recorded live onJune 12th, 2024. Our Hosts are joined by Macroeconomic experts to discuss the continued rate pause, the probability of rate cuts in 2024, Bonds and Commodities, as well as the overall economic outlook in the United States for the latter half of 2024.Panel:Joseph Wang https://twitter.com/FedGuy12Thelastbearstanding https://twitter.com/LastBearStandngBob Elliott https://twitter.com/BobEUnlimitedMichael Green https://twitter.com/profplum99Cem Karsan https://twitter.com/jam_croissantHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesTwitch: https://www.twitch.tv/unusualwhalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

Unusual Whales Pod Ep. 39: No FOMC Rate Cut, Bonds, Commodities, and Commercial and Consumer DebtThis episode of Unusual Whales Pod was recorded live on May 1st, 2024. Our Hosts are joined by Macroeconomic experts to discuss the continued rate pause,the probability of rate cuts in 2024, Bonds and Commodities, as well as the overall economic outlook in the United States.Panel:Joseph Wang https://twitter.com/FedGuy12Thelastbearstanding https://twitter.com/LastBearStandngBob Elliott https://twitter.com/BobEUnlimitedMartin Pelletier https://twitter.com/MPelletierCIOHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesTwitch: https://www.twitch.tv/unusualwhalesYouTube: https://www.youtube.com/unusualwhales/

This episode of Unusual Whales Pod was recorded live on March 20th, prior to and following the FOMC data release. The panelists discuss recession, equities reaching All time Highs, The RRP and Qualitative Tightening, and the prospect of Federal rate cuts for the year 2024.Panel:Sven Heinrich https://twitter.com/NorthmanTradeMichael Kao https://twitter.com/UrbanKaoboyThelastbearstanding https://twitter.com/LastBearStandngJonny Mathews of SuperMacro https://twitter.com/super_macroJim Bianco https://twitter.com/biancoresearchHosted by: Unusual Whales: https://twitter.com/unusual_whales