Nobody Special Finance
Nobody Special Finance
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Nobody Special Finance delivers daily business and finance news and analysis. The podcast covers market developments, economic trends, and financial topics. Episodes aim to provide listeners with clear insights into current events in the world of money and commerce.
Епизоде
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OpenAI Needs Money Again | Asian Oil Buyers Scramble 16.09.2026 37минOpenAI needs money again, and with their IPO stalled that means they are once again turning to a private funding round, this time at an eye-watering $1.2 trillion valuation. Meanwhile Saudi Arabia has cancelled September loading of crude oil following the Houthi attacks on their east-west pipeline. This has buyers from all over the world scrambling to find supply in the spot market.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube -
Private Credit Defaults Hit 6.3% and Software Isn't The Problem 15.09.2026 38минFor months, the prevailing narrative in the financial press surrounding private credit has been a) the worst is behind us and b) the problem is AI disruption of software. Well you can forget everything the financial press has told you about private credit because a recent report from Fitch says the exact opposite is true.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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Tech Falls as AI CEOs Call For Slowdown | Oil Rips on Pipeline Damage 14.09.2026 38минTech stocks are selling off this weekend after Anthropic CEO Dario Amodei published an essay calling for a slowdown in the pace of AI development with OpenAI CEO Sam Altman and SpaceX CEO Elon Musk quickly chiming in to support the idea. Meanwhile oil is higher this morning after initial damage assessment from the recent Houthi attacks on the Saudi East-West Pipeline suggests the multi-million barrel per day supply disruption could last several weeks.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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CPI Shows Inflation at 3.4%, Oil Drops Despite Headline Risk 11.09.2026 43минThe Consumer Price Index (CPI) came in at 3.4% for August, in line with expectations but still high enough to convince most that The Federal Reserve will raise interest rates at next week's FOMC. Meanwhile oil is sharply lower this morning after ripping higher yesterday amid a flurry of headlines from the middle east.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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PPI Inflation Hits 5.4%, Oil Breaks $100, 10yr Hits 4.9% 10.09.2026 31минInflation, crude oil, and long term interest rates are all higher this morning driving stocks and metals lower.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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Bessent Talking Smack to Yen Carry Traders, Brent Crude Hits $100 09.09.2026 39минScott Bessent is out with some fighting words for Yen Carry Traders this morning as the Yen continues to strengthen. Be careful what you wish for, Mr Secretary. Meanwhile oil is rising again after a series of escalations in the Strait of Hormuz saw multiple tankers sunk and a missile barrage launched at US bases in Jordan.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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Here's Everything You Missed in Private Credit's Friday News Dump 08.09.2026 37минThe private credit industry waited until you were distracted by the start of a long holiday weekend before they dumped several stories about bad loans, a developer collapse, resigning CEOs, and hundreds of millions in fraud exposure. Here is everything they were hoping you missed.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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Blowout August Jobs Report | The Yen Carry Trade is Unwinding 04.09.2026 40минThe August jobs report showed the US added 162K jobs for the month with a further 55K in upward revisions to previous months. Meanwhile there is an important story developing in Japan as the Yen Carry Trade appears to be unwinding, reversing years of capital flow out of Japan to the rest of the world with major implications for US tech and bond markets.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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They're Messing With The Yen Again, Oil Higher on Inventory Draw 03.09.2026 39минThe Japanese Yen is once again surging against the dollar this morning in what appears to be another episode of "Yentervention" where entities such as the Japanese Finance Ministry, The Bank of Japan, or even the US Treasury dump dollars and buy Yen to support the struggling currency. Elsewhere oil is higher this morning as US exports surge to offset supply disruptions caused by the war with Iran.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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Chevron Makes First Move in Venezuela, Data Points to Frozen Job Market 02.09.2026 44минChevron will spend $7 billion to roughly double it's Venezuelan oil production over the next five years, a relatively small yet symbolic move marking the first US oil major to invest in expanding production there since the Maduro raid back in December. Meanwhile several data points released since yesterday point toward continued weakness in the labor market ahead of Friday's all-important Nonfarm Payrolls report. Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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Interest Rates Rise as Global Bond Selloff Continues 01.09.2026 39минInterest rates are rising all over the world this morning as an ugly mix of inflation expectations and liquidity concerns are punishing long bonds in the US, UK, and Japan. Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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Market Adjusts to Hawkish Warsh, Oil Up on Iran and Venezuela News 31.08.2026 36минMarkets are resetting their expectations for Fed rate hikes this morning after Kevin Warsh struck a notably hawkish tone Friday afternoon in his speech at Jackson Hole. But not all market participants are convinced Warsh will back up the tough inflation talk with action. Meanwhile oil prices are higher this morning after a busy weekend of geopolitical developments involving Iran and Venezuela.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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Markets Hold Breath Ahead of Jackson Hole and Annual Jobs Revisions 28.08.2026 38минMarkets are quiet (for now) ahead of Fed Chairman Warsh's speech at Jackson Hole and the annual benchmark revisions to the nonfarm payrolls reports.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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Nvidia Rips on Earnings, Magic Johnson's Insurance Co Under Scrutiny 27.08.2026 40минNvidia reported another quarter of significant revenue growth which is great news to anybody who can't read a 10Q and doesn't care about accounting fraud. Meanwhile Magic Johnson is the latest professional sports icon to be caught up in the Mark Walter Insurance Fraud scandal.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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PCE Shows Stubborn Inflation, Retail Earnings Indicate Consumer Stress 26.08.2026 43минPCE Inflation came in slightly higher than expected doing little to change the market's current state of confusion regarding the Federal Reserve's next move on interest rates. Meanwhile earnings from Dick's Sporting Goods and Kohl's points to a consumer that is cutting back amid that stubbornly high inflation.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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Scott Bessent vs The World 25.08.2026 39минIf Scott Bessent wishes to defend the dollar, the solvency of the US government, and date Ramona, then he must first vanquish the dollar's Seven Evil Exes.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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Treasury Floats Using TGA for Buybacks, Nvidia Buying It's Customers 24.08.2026 33минThere's more jawboning in the bond market this morning as anonymous sources at the US Treasury Department claim Scott Bessent could tap the nearly trillion dollar Treasury General Account to fund buybacks. Meanwhile Nvidia is making more "strategic investments" in two of it's own customers this morning.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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Gold, Silver, and Bitcoin Rip: The Debasement Trade is Back For Now 21.08.2026 53минThe debasement trade is back! While the bond market debates whether or not Scott Bessent will succeed in capping long term interest rates, dollar alternatives gold, silver, and bitcoin are ripping higher just because he's trying in the first place.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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Stocks Fall on Walmart Earnings as Bessent Pump Proves Temporary 20.08.2026 43минUS Stocks are lower ahead of the open today after Walmart posted it's slowest sales growth in six years stoking concerns about the health of the US consumer. Meanwhile bonds are giving back yesterday's gains amid worries that Scott Bessent's historic intervention will provide only temporary relief from the underlying fiscal recklessness and inflation fears that are driving yields higher.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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Treasury Dept Announces Liquidity Pump, OpenAI's Very Bad Day 19.08.2026 40минAfter several days of bond market turmoil, the US Treasury Department has announced they are doubling the size of their treasury buybacks in order to shore up liquidity at the long end of the yield curve with stocks and bonds both reacting sharply. Meanwhile OpenAI had a very bad day yesterday casting further doubt on it's prospects for a successful IPO.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTube
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