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Lightning Round: Trump’s Fed Pick, the Silver Crash, and More

Posted January 30, 2026

Greg Guenthner

By Greg Guenthner

Lightning Round: Trump’s Fed Pick, the Silver Crash, and More

There’s a lot hitting the wire all at once right now.

This morning, Trump named Kevin Warsh as his pick to replace Jerome Powell as Fed Chair, and everyone seems to have an opinion on it.

Meanwhile, precious metals are dropping like rocks after a downright parabolic rally. (Who could have seen that coming?)

And that’s not to mention the Mag 7 earnings and the staggering amounts of AI spending to sort through.

It’s the kind of week where every new development demands your attention.

So I sat down with Enrique to record a special lightning-round edition of Truth & Trends to talk you through it.

In the video below, we cover why the Fed headlines aren’t nearly as important as they’re being made out to be...

Why the silver pullback was both inevitable and constructive...

And we also cover the bigger story about how AI capex could shift into a completely different gear — and the market is still struggling to price that in.

Click on the video below to check out our full conversation.

I hope you enjoyed the video.

After you’re done watching, drop me a line and let me know what you think.

The Dark Side of the Tape

The Dark Side of the Tape

Posted March 04, 2026

By Nick Riso

You can see a stock’s price in any brokerage app. But there’s another price you can’t see, and it’s just as important.
The Iran War: What’s Next for Stocks, Oil and More

The Iran War: What’s Next for Stocks, Oil and More

Posted March 02, 2026

By Enrique Abeyta

War broke out in the Middle East over the weekend. Here’s what it could mean for stocks, oil, and politics.
It’s Not Just You, This Market Is Mind-Melting

It’s Not Just You, This Market Is Mind-Melting

Posted February 27, 2026

By Greg Guenthner

Why does the market feel so frustrating right now? These charts tell the story.
Israel, India and Iran: The Calm Before the Strike

Israel, India and Iran: The Calm Before the Strike

Posted February 26, 2026

By Enrique Abeyta

Things are heating up on the geopolitical stage. Here’s how the market could react if bombs start to fall.
Tariff Tantrum Redux

Tariff Tantrum Redux

Posted February 23, 2026

By Enrique Abeyta

Trump is doubling down on his trade agenda after the Supreme Court smacked down his tariffs.
The Weight of Nothing

The Weight of Nothing

Posted February 20, 2026

By Nick Riso

The S&P 500 nearly broke 7,000 points this week, until it ran into an invisible trillion-dollar wall.