Best ASIC Talks Podcasts (2025)

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Kim Ann Curtin on Trading, Traders, and Trading Coaches – Trader Talks #13 – XM Live Education 52:30

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20m ago52:30

52:30

Send us a text Elevate your trading with 60+ live shows! Watch XM Live Education, Monday to Friday, from 7:00–16:00 GMT (winter time) / 6:00–15:00 GMT (summer time) 👉 https://bit.ly/3V7UApZ. 🗣️ Don’t miss this exclusive interview with Kim Ann Curtin, Wall Street coach and host of 'The Wall Street Coach Podcast'. 🧐 Explore her approach – from the ca…

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Week Ahead: Central bank bonanza awaits jittery markets 11:25

2h ago11:25

11:25

Send us a text Fed to highlight busy week for central bank decisions. BoC expected to cut too, ECB and BoJ to likely stand pat. US government shutdown to delay more crucial US data. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply. Please consider our Risk Disclosure: https://www…

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Investors lock gaze on US inflation data 4:27

2h ago4:27

4:27

Send us a text Investors maintain more dovish view on rates than the Fed. Accelerating inflation could change that and help the dollar. Pound, yen extend their slides, euro rebounds on improving PMIs. Wall Street gains as White House confirms Trump-Xi meeting. Risk Warning: Our services involve a significant risk and can result in the loss of your …

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Renewed tensions keep risk appetite under wraps 4:23

2h ago4:23

4:23

Send us a text Sanctions and tariffs are back in the spotlight. Risk markets retreat as sentiment softens. Gold struggles to recover; oil jumps, flirts with $61 level. Dollar remains bid; yen suffering might have legs. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply. Please cons…

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Gold plummets on profit taking 4:25

21h ago4:25

4:25

Send us a text Gold drops as traders decide to lock profit ahead of US CPI data. Yen falls as Takaichi becomes Japan’s next Prime Minister. Pound slides as well after weaker than expected inflation. Wall Street participants digest earnings results. Risk Warning: Our services involve a significant risk and can result in the loss of your invested cap…

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Dollar advances as markets remain cautious 4:16

2d ago4:16

4:16

Send us a text Dollar extends gains as US equity futures turn slightly lower. Trump’s tariff rhetoric fails to dent investor confidence. Gold retreats after fresh all-time high; oil weakness persists. Yen resumes its underperformance after Takaichi is elected as PM. Risk Warning: Our services involve a significant risk and can result in the loss of…

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EP 138: Talking GPU Depreciation, OCP Takeaways 51:24

3d ago51:24

51:24

In this episode, Ben Bajarin and Jay Goldberg discuss the recent industry discussion (confusion?) on GPU depreciation. Jay Goldberg was also at OCP this week and they disucss takeaways from the networking show related to AI compute and AI datacenter.By Ben Bajarin and Jay Goldberg

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Dollar and stocks bounce back on easing trade tensions, gold slips 5:11

3d ago5:11

5:11

Send us a text US and China tone down war of words over trade, seek to defuse latest row. Dollar recovers from lows, equities resume rally, gold takes a tumble. Yen slides on LDP coalition deal but hawkish BoJ remarks limit losses. Tech earnings and delayed CPI report on investors’ radar this week. Risk Warning: Our services involve a significant r…

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US bank woes hit equities, dollar sinks too as gold soars again 5:52

6d ago5:52

5:52

Send us a text Global equities tumble amid fresh credit concerns for US regional banks. Dollar deepens losses as yen and franc rally. Cryptos also plummet but gold and silver hit new records. Investors ramp up Fed rate cut bets, pushing yields lower. Risk Warning: Our services involve a significant risk and can result in the loss of your invested c…

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Week Ahead: CPI and PMI data flood the agenda, earnings also in focus 7:50

6d ago7:50

7:50

Send us a text US CPI and PMI data to test dovish Fed cut bets. UK inflation figures may impact chances of another BoE cut in 2025. Japanese CPI numbers are also due out. Eurozone flash PMIs could revive ECB rate cut expectations. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.…

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Stocks perk up but dollar remains heavy as gold extends gains 5:00

7d ago5:00

5:00

Send us a text Tensions continue to brew between Washington and Beijing. Dollar slips to one-week low, gold marches above $4,200. But upbeat earnings offer support to equities. Euro and yen steady amid hopes of easing political turmoil. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs …

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Fragile risk appetite fails to lift the dollar 4:25

8d ago4:25

4:25

Send us a text Risk markets remain jittery despite the dovish Fedspeak. Dollar loses ground; yen jumps, ignoring political unrest. Tariffs shenanigans may persist; little progress on the US shutdown. Gold rally remains supported; oil market sends alarming signals. Risk Warning: Our services involve a significant risk and can result in the loss of y…

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Risk appetite turns sour again as market stress points multiply 4:49

9d ago4:49

4:49

Send us a text Risk markets remain under pressure, seeking fresh bullish catalysts. US shutdown and renewed trade tensions cloud the outlook. Fedspeak and corporate earnings could lift investors’ spirits. Gold correction pauses; dollar fails to rally significantly. Risk Warning: Our services involve a significant risk and can result in the loss of …

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EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino 48:20

14d ago48:20

48:20

In this episode, Ben Bajarin and Jay Goldberg discuss the recent partnership between OpenAI and AMD, exploring its implications for the AI compute landscape. They delve into the competitive dynamics between AMD and NVIDIA, OpenAI's ambitions to become a hyperscaler, and the financial challenges associated with massive AI infrastructure investments.…

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Wall Street tumbles as US-China trade friction escalates 4:16

10d ago4:16

4:16

Send us a text Trump threatens China with 100% tariffs. Wall Street plunges with tech stocks leading the slide. US futures rebound today on softening rhetoric. Aussie, kiwi slide, yen gains, gold hits new record high. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply. Please consi…

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Stock and gold rallies cool, dollar extends gains, yen bounces back 4:21

13d ago4:21

4:21

Send us a text Gold slips below $4,000 as Israel approves Gaza peace plan. AI-fuelled rally loses steam but no sign of major correction for stocks. Fed caution lifts dollar to fresh two-month highs. Yen strengthens as Takaichi premiership in doubt after coalition collapses. Risk Warning: Our services involve a significant risk and can result in the…

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Week Ahead: Stock and gold rallies cool, dollar extends gains, yen bounces back 8:18

13d ago8:18

8:18

Send us a text Gold slips below $4,000 as Israel approves Gaza peace plan. AI-fuelled rally loses steam but no sign of major correction for stocks. Fed caution lifts dollar to fresh two-month highs. Yen strengthens as Takaichi premiership in doubt after coalition collapses. Risk Warning: Our services involve a significant risk and can result in the…

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Gold eases from record on Gaza deal, dollar firm after Fed minutes 5:12

14d ago5:12

5:12

Send us a text Trump announces Gaza ceasefire deal, gold pauses for breath. Yen continues to slide, breaches 153 per dollar, raising intervention risks. AI continues to feed stock market bulls, Wall Street hits another record high. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply…

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Dollar and gold surge as market stress points multiply 4:27

15d ago4:27

4:27

Send us a text US shutdown and developments in Japan and France fuel a muted risk-off reaction. Gold and dollar rally, while euro and yen are under pressure; crypto rally pauses. US equities react calmly, supported by continued AI-related investments, Focus today on Fedspeak and Fed minutes. Risk Warning: Our services involve a significant risk and…

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Yen remains under pressure, gold and stocks extend record run 5:16

16d ago5:16

5:16

By XM.com

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EP 136: WE DON'T HAVE THE POWER! 47:34

17d ago47:34

47:34

By Ben Bajarin and Jay Goldberg

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Fragile market balance as US government shutdown persists 4:31

17d ago4:31

4:31

Send us a text New LDP leader upsets yen investors as BoJ rate outlook turns uncertain. US government shutdown continues as negotiations stall; data releases postponed. US stocks in mixed mood despite AI optimism; euro suffers from French PM resignation. Gold and bitcoin hit new all-time highs; oil rallies on smaller OPEC+ hike. Risk Warning: Our s…

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Dollar rebounds, Wall Street at records, yen awaits election 4:41

21d ago4:41

4:41

Send us a text Dollar rebounds as investors look for alternative data sources. NFP suspended, focus shifts to ISM non-mfg. PMI. Wall Street at record closing highs, boosted by tech stocks. Yen slips on cautious Ueda, LDP elections awaited. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&…

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Week Ahead: Fed and ECB minutes eyed amid shutdown drama, RBNZ meets 11:37

21d ago11:37

11:37

Send us a text Fed minutes to distract markets as shutdown derails US data releases. ECB minutes and OPEC+ meeting also on the agenda. Yen awaits outcome of LDP leadership election. RBNZ set to cut rates; will it be 25bps or 50bps? Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply…

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Dollar slides, stocks gain as US government shuts down 3:36

22d ago3:36

3:36

Send us a text Dollar slides as ADP reveals job losses for the private sector. Amid the US government shutdown, NFP will not be released. S&P 500 hits fresh record high on hopes of a brief standoff. Gold also enters uncharted territory amid Fed cut bets. Risk Warning: Our services involve a significant risk and can result in the loss of your invest…

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Dollar slides as US government shutdown looms 4:10

27d ago4:10

4:10

Send us a text US government shuts down tonight if no spending bill passes. Shutdown could suspend the release of jobs report. Wall Street closes in the green, gold hits fresh record high. RBA stands pat, aussie gains on hawkish tilt. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs ap…

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Risk sentiment strengthens, dollar slides as pivotal week gets underway 4:07

28d ago4:07

4:07

Send us a text Risk sentiment improves; equities and cryptos in better mood. Dollar retreats after solid week, focus shifts to Fedspeak and upcoming data. A US government shutdown is likely, Trump to meet Congressional leaders today. Gold climb continues, posts another all-time high; oil rally pauses. Risk Warning: Our services involve a significan…

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EP 135: Talking Semiconductor Recruiting 42:08

25d ago42:08

42:08

In this conversation, Jay Goldberg and Michael Cunningham discuss the evolving landscape of semiconductor recruitment, focusing on macro trends, the impact of AI, and the challenges of reshoring manufacturing. They explore the skills in demand, the dynamics of the job market, and provide valuable advice for both entry-level engineers and senior dir…

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Trump slaps fresh tariffs, rattles markets ahead of PCE inflation 5:06

1M ago5:06

5:06

Send us a text Trump outlines new tariffs on pharmaceuticals and other goods. Announcement comes after US data eases worries about economy. Dollar holds near 3-week high after surge, Wall Street slips for third day. Gold unable to advance much, oil headed for strong weekly gains. Risk Warning: Our services involve a significant risk and can result …

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Week Ahead: ISM PMIs and NFP report to shake Fed rate bets 7:40

28d ago7:40

7:40

Send us a text Dollar traders eagerly await ISM PMIs and US jobs report. RBA to remain on hold, focus to fall on forward guidance. Eurozone CPI data could revive ECB rate cut bets. Yen traders may scrutinize the BoJ Summary of Opinions. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs …

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Fragile risk appetite might be tested by Fedspeak and US data 4:54

29d ago4:54

4:54

Send us a text Risk sentiment weakens, as both equities and cryptos underperform. Dollar experiences a strong bid as focus shifts to Fedspeak and data prints. At least seven Fed speakers on the wires today; hawkish remarks carry weight. Gold retreats from all-time high, oil rally pauses. Risk Warning: Our services involve a significant risk and can…

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Fed Powell’s moderate tone weighs on risk appetite 4:20

30d ago4:20

4:20

Send us a text Chair Powell pours some cold water on rate cut expectations. Dollar gains, equities decline; a challenging session ahead as focus shifts to US data. Gold remains near all-time high, oil rallies on the back of geopolitical newsflow. Cryptos consolidate, correlation with gold breaks down. Risk Warning: Our services involve a significan…

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Marc Faber on Understanding and Navigating the US Markets – Trader Talks #12 – XM Live Education 46:23

1M ago46:23

46:23

Send us a text Elevate your trading with 60+ live shows! Watch XM Live Education, Monday to Friday, from 7:00–16:00 GMT (winter time) / 6:00–15:00 GMT (summer time) 👉 https://bit.ly/3V7UApZ. 🗣️ Don’t miss our exclusive interview with Marc Faber, the publisher of ‘Gloom, Boom & Doom Report’ and a trusted investment advisor with decades of experience…

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Gold climbs to fresh record even as Fed rate cut bets ease 4:23

1M ago4:23

4:23

Send us a text Hawkish Fedspeak supports dollar as Treasury yields rebound. But gold continues to ascend to new record highs amid uncertainties. Powell speech eyed for more clues on Fed rate path. Tech stocks lift Wall Street to new all-time highs. Risk Warning: Our services involve a significant risk and can result in the loss of your invested cap…

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Risk appetite wanes, gold rallies ahead of scheduled Fedspeak 4:44

1M ago4:44

4:44

Send us a text Data and Fedspeak take center stage this week. US government shutdown is approaching; data releases could be affected. US equities gained last week, but under pressure today. Gold posts new all-time high; crypto decline carries momentum. Risk Warning: Our services involve a significant risk and can result in the loss of your invested…

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EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China 45:39

1M ago45:39

45:39

On this week’s episode of The Circuit, Ben Bajarin and Jay Goldberg break down the surprising new partnership between NVIDIA and Intel, including a $5B investment and plans for co-developed CPU–GPU systems for data centers and PCs. They explore what this means for x86 in AI racks, AMD’s competitive position, and why Intel’s silence on Foundry raise…

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Week Ahead: Fedspeak and US data to set the tone in markets 6:38

1M ago6:38

6:38

Send us a text Dovish Fedspeak and soft PCE data may dent the dollar’s recovery. US-China negotiations continue, as yuan’s appreciation lingers. Eurozone PMIs could cement the ECB pause; SNB might threaten with negative rates. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply. Ple…

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Dollar extends gains, BoE and BoJ stand pat 4:09

1M ago4:09

4:09

Send us a text Dollar continues the post-Fed advance. Initial jobless claims slide, validating Fed’s confidence. BoE stands pat, slows pace of quantitative tightening. BoJ appears hawkish, rate hike speculation increases. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply. Please c…

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Dollar rebounds as Fed seen less dovish 4:23

1M ago4:23

4:23

Send us a text Fed lowers rates by 25bps, Gov. Miran votes for a bigger cut. Dot plot revised lower but failed to match market expectations. Dollar slides initially but quickly rebounds, stocks and gold retreat. BoE and BoJ expected to stand pat, vote and guidance in focus. Risk Warning: Our services involve a significant risk and can result in the…

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Fed cut expected, market reaction hinges on multiple factors 4:13

1M ago4:13

4:13

Send us a text Fed meeting today; rate decision at 18:00 GMT, Powell speaks 30 minutes later. A 25bps cut is expected, but details matter for markets, particularly the dot plot. Powell expected to follow the Jackson Hole script; all eyes on possible signals about October. Dollar could suffer from a dovish show; equities fear downbeat economic comme…

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Dollar drops as Fed rate cut looms 4:01

1M ago4:01

4:01

Send us a text US dollar and Treasury yields drop ahead of Fed decision. President Trump urges Powell to deliver bigger cut. Pound up after jobs data, yen gains on BoJ hike bets. S&P 500, Nasdaq and gold hit new record highs. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply. Plea…

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Risk sentiment on the mend as investors gear up for Fed decision 4:29

1M ago4:29

4:29

Send us a text Fed meeting in sight; Miran could attend, Cook’s future may be decided today. Dollar tries to find its footing after a mixed-performance week. European equities upbeat, overcoming weakness during Asian session. Cryptos try to capitalize on positive newsflow; gold supported by Trump’s rhetoric. Risk Warning: Our services involve a sig…

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EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman 1:03:34

1M ago1:03:34

1:03:34

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Apple iPhone launch event, highlighting the innovations in the iPhone Air and Apple's semiconductor strategy. They delve into Synopsys's disappointing earnings report and the subsequent market reactions, as well as Broadcom's position in the semiconductor landscape. The conversation a…

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Week Ahead: Fed, BoC, BoE, and BoJ policy decisions enter the spotlight 7:25

1M ago7:25

7:25

Send us a text Fed expected to cut rates, focus to fall on the new ‘dot plot’. BoC seen cutting rates by 25bps due to weak economic data. BoE to remain on hold, voting may shake the pound. Amid political uncertainty, the BoJ is expected to stand pat. Risk Warning: Our services involve a significant risk and can result in the loss of your invested c…

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US data cement Fed rate cut, Wall Street at new record 4:17

1M ago4:17

4:17

Send us a text US CPI meets forecasts but jobless claims jump, bolstering Fed easing bets. Dollar slips, stocks extend weekly gains as Wall Street hits record. ECB keeps door open to rate cut but euro inches higher. Gold eyes new all-time high as Treasury yields sink. Risk Warning: Our services involve a significant risk and can result in the loss …

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Dollar steady but stocks rally on soft PPI and AI optimism, CPI awaited 5:47

2M ago5:47

5:47

Send us a text US producer prices unexpectedly ease, raising hopes of soft CPI report. Fed rate cut bets lift equities, but US dollar edges higher. Wall Street additionally boosted by AI optimism after upbeat Oracle earnings. Euro drifts lower ahead of ECB decision. Risk Warning: Our services involve a significant risk and can result in the loss of…

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Risk appetite improves but investors stay vigilant 4:59

2M ago4:59

4:59

Send us a text Dollar and US equities rally; crypto market is indecisive. Volatility remains elevated despite improved risk sentiment. US PPI data could show tariff impact ahead of CPI report. Gold and oil are supported by broader geopolitical tensions. Risk Warning: Our services involve a significant risk and can result in the loss of your investe…

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Dollar slips as bets for third Fed cut rise ahead of jobs revision 5:25

2M ago5:25

5:25

Send us a text US employment expected to be revised down by 800,000 for year to March. A bigger revision could bolster bets for 50-bps rate cut in September. Dovish expectations pummel bond yields and dollar, lift stocks and gold. Euro and French bonds stay calm after PM Bayrou ousted. Risk Warning: Our services involve a significant risk and can r…

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EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs? 43:46

2M ago43:46

43:46

Ben and Jay unpack why Broadcom’s “fourth customer” (~$10B) custom-ASIC win reset sentiment even after a modest beat/raise, and how that squares with hyperscalers second-sourcing away from NVIDIA in the near term. They frame the true battleground as networking—Ethernet’s ubiquity vs. NVLink’s tight integration—then differentiate GPUs’ performance-p…

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Fragile risk appetite as US data boost Fed cut bets 4:47

2M ago4:47

4:47

Send us a text Softer US jobs data leave door open for a larger Fed rate cut. Dollar and US equities try to find their footing today. Yen under pressure after PM Ishiba’s resignation. Gold and oil rally, supported by weaker dollar and geopolitical tensions. Risk Warning: Our services involve a significant risk and can result in the loss of your inv…