Cents of Security by Interactive Brokers

Episodi

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  CapEx Crunch: Are AI Infrastructure Bets Creating the Next Tech Bubble? 20.08.2026 10min

  AI spending is exploding, but are the returns keeping pace? Mary MacNamara sits down with James Yendrey of InvestMentorSM to explore hyperscaler CapEx, rising debt loads, shrinking free cash flow, GPU utilization concerns, and whether today’s AI infrastructure boom resembles the telecom buildout of the 1990s or the setup for a costly correction.
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  The Hidden Price Tags Behind Your Burrito, Sneakers, iPhone, and Gas Tank 17.08.2026 19min

  Most people never think about commodities until prices go up. But from the beef in your burrito bowl to the copper in your iPhone, the rubber in your sneakers, and the gas in your car, commodity markets influence nearly every purchase you make. In this episode, Mary MacNamara sits down with Ryan Gorman, Manager of Retail Education at CME Group, to uncover how futures markets, tariffs, freight costs, supply shocks, and global events quietly shape what you pay every day.
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  Who's Actually Winning This Economy? 11.08.2026 19min

  Stocks are soaring, earnings are up 25%, and yet Americans keep saying the economy feels broken. Jose Torres explains why — a shrinking workforce, a Fed playing catch-up, and an AI-fueled market that’s leaving regular paychecks behind.
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  Labor Market Reality Check: The Story Behind the Participation Rate 04.08.2026 13min

  The unemployment rate grabs headlines, but is it telling the whole story? James Yendrey of InvestMentorSM joins Drew Tunstall to explain why labor force participation may be one of the most important and overlooked indicators of economic health. From retiring Baby Boomers and Gen Z’s delayed workforce entry to labor shortages and long-term growth, they unpack what the numbers really reveal about America’s workforce.
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  Why We Borrow, Save, and Invest: The Psychology of Consumption Smoothing and Building Wealth for Life 29.07.2026 14min

  Why do people take on student loans, buy homes, and invest decades before retirement? James Yendrey of InvestMentor breaks down consumption smoothing—the economic theory that explains how people spread resources across their lifetime—and explores how behavioral biases, debt, investing, and future expectations shape our financial decisions.
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  Single Stock Futures: Leverage, 24/7 Access, and the Risks Retail Traders Can’t Ignore 17.06.2026 15min

  Ryan Gorman from CME Group breaks down single stock futures, how they work, why they’re gaining traction, and the critical risks every trader needs to understand before diving in.
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  AI, Inflation, and Jobs: What's Driving the Economy? 04.06.2026 17min

  Despite growing fears around AI replacing workers, job growth remains surprisingly strong. Mary MacNamara and Jose Torres break down the latest data on hiring, inflation, and markets—and what it all means for investors navigating an AI-driven economy.
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  Why Losses Hurt Twice as Much as Gains Feel Good? 27.05.2026 13min

  Why do losses feel twice as painful as gains feel good? In this episode, Mary MacNamara and James Yendrey unpack the psychology of loss aversion—and how it may drive panic selling and missed recoveries. Disclosure: IBKR InvestMentorSM IBKR InvestMentorSM is a service of Interactive Academy LLC, an affiliate of IB LLC and majority-owned by IBG LLC. All content provided by IBKR InvestMentorSM is for informational and educational purposes only and should not be interpreted as implying any sponsorship, partnership, endorsement, recommendation, or approval by IB LLC or its affiliates. Disclosure: Short Selling Short selling is an advanced trading strategy involving potentially unlimited risks and must be done in a margin account. Disclosure: Margin Trading Trading on margin is only for experienced investors with high risk tolerance. You may lose more than your initial investment. For additional information regarding margin loan rates, see ibkr.com/interest Disclosure: Order Types / TWS The order types available through Interactive Brokers LLC’s trading platforms are designed to help you limit your loss and/or lock in a profit. Market conditions and other factors may affect execution. In general, orders guarantee a fill or guarantee a price, but not both. In extreme market conditions, an order may either be executed at a different price than anticipated or may not be filled in the marketplace.
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  From First Trade to Risk Management: Retail Futures with Ryan Gorman of CME Group 11.05.2026 21min

  CME Group’s Retail Education Manager Ryan Gorman breaks down how he got into futures, the “aha” moment when trading finally clicked, and why futures can be a powerful tool for access, leverage, and risk management—not just speculation. They also tackle the biggest misconceptions (including physical delivery fears), how liquidity varies by contract/month, and the best first steps for curious traders, from simulators and education hubs to finding one market you genuinely want to learn.
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  Markets Rally, Inflation Pressures Build: Energy, Rates, and What Comes Next 10.04.2026 13min

  Interactive Brokers Senior Economist Jose Torres joins the Cents of Security Podcast to break down the recent market rally, rising energy-driven inflation, and why strong labor data and fiscal stimulus may not be enough to fuel another big equity year. From CPI risks to sector winners and losers, Jose shares a sober take on what investors should watch next.
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  FOMO vs. Fundamentals: When Hype Meets Reality in Investing 06.04.2026 15min

  FOMO is powerful—and expensive. In this episode, we explore how fear of missing out shapes perception, fuels mispricing, and distracts from the real issue: who captures the value, and at what price?
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  $100 Oil, Rising Yields, and a “Single Variable” Market 27.03.2026 22min

  Oil is no longer just a commodity headline — it’s the market’s master switch. Senior Economist Jose Torres breaks down the chain reaction he’s watching in real time: crude, rates, stocks, plus what it means for inflation, the Fed, and recession risk.
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  How Debit-Based FinTech Turns Everyday Spending (and Rent) Into Credit History 24.03.2026 15min

  Building credit can feel like a catch 22—especially if you’re starting from scratch, rebuilding, or living debt free. In this episode we sit down with James Yendrey of InvestMentorSM to unpack the new wave of “credit adjacent” products that can report debit spending, rent, and utilities to the credit bureaus—plus the risks to watch for, like fees, incomplete bureau reporting, and transaction reversals.
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  Buy Now, Pay Later: How “Pay in 4” Rewires Spending 16.03.2026 18min

  Buy Now, Pay Later (BNPL)—how it works, why it’s exploded with younger consumers, and the psychology that makes spending feel way easier than paying up front.
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  Earnings Calls Decoded: Earnings Whispers, Revenue Trends, Cash Flow and Guidance 27.02.2026 14min

  Earnings reports are a company’s financial report card — but the real signal often shows up on the call. Economist James Yendrey of InvestMentor breaks down what investors should listen for: revenue trends, margins, cash flow, guidance, “earnings whispers,” and why the Q&A can reveal management’s true confidence.
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  Markets, the Fed’s “Data Dependence,” and What to Watch Next 20.02.2026 12min

  In this episode of the Cents of Security Podcast, host Mary MacNamara sits down with Interactive Brokers Senior Economist Jose Torres to break down what’s moving markets right now—and which economic releases matter most for newer investors.
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  Skill Up: Understanding the 3 Core Financial Statements 06.02.2026 10min

  In this episode of Cents of Security, Mary MacNamara sits down with James Yendrey of InvestMentorSM to break down the income, balance sheet, and cash flow statements. Let’s revisit this during earnings season to better understand how companies measure performance, stability, and real cash health.
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  Markets, AI Momentum & Demographic Shifts 30.01.2026 16min

  On the latest episode of Cents of Security, Senior Economist Jose Torres from Interactive Brokers breaks down the Fed’s recent decision, shifting market dynamics, the tech sector’s volatility, record-breaking commodities, demographic pressures, and what investors should watch heading into February.
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  International Forces are Redrawing the Risk–Reward Balance 26.01.2026 20min

  A fast tour of 2025’s global market surprises—from tariff whipsaws and a precious metals surge to international outperformance—and what they might mean for 2026.
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  The IPO market isn’t dead — it’s just getting smarter. 22.01.2026 19min

  A candid conversation with Jeffrey Fidelman, CEO of Fidelman & Co., on why 2026 isn’t a broad market resurgence but a period of hyper selective capital deployment. From Series A pressure points to liquidity bottlenecks, niche fund strategies, and the real winners in the AI investment wave, this episode breaks down what’s actually driving investor behavior right now.