The Rundown

Market update for September 22, 2026
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In today’s episode, Zaid covers:
Monday’s huge market rally (and the strange signal hiding underneath)
Meta’s Muse AI app taking off causing Amazon to block it
On Holding’s ambitious growth plans as it expands deeper into sports
Why Labcorp and Quest Diagnostics are getting hit by Medicare reimbursement changes
How a “Super El Niño” could disrupt food prices, shipping and the global economy

Market update for September 21, 2026
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Interview with Matt Hougan, CIO of Bitwise: (YouTube)
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In today’s episode, Zaid covers:
Why a 5% Treasury yield might actually be good news

Novo’s plan to find its next blockbusters as it tries to regain momentum against Eli Lilly

Paramount’s push to clear a major hurdle in its Warner Bros. merger

Accenture jumping after landing an AI-safety role with Anthropic

Bitcoin breaking above $85,000 as crypto stocks rally

The best-performing stock of the last 45 years (it's not a tech company)

Bitwise CIO Matt Hougan joins Zaid Admani to explain why tokenization could bring the biggest change to stock trading in a century. He breaks down how investors could soon trade stocks around the clock with nearly instant settlement and why everything from real estate to Pokémon cards could eventually move onto the blockchain. Hougan also explains why major banks pushed back against the Clarity Act and what its failure means for crypto regulation. Plus, he makes the case that Bitcoin’s ability to rally through bad news is a powerful signal of strength. The conversation explores what could drive crypto’s next major bull market and whether Bitcoin is finally beginning to behave like digital gold.

Market update for September 18, 2026
Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)
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In today’s episode, Zaid covers:
Why stocks rallied after the Fed’s first rate hike in three years 
Why the Bank of Japan’s highest interest rate since 1995 could matter to U.S. investors
Warren Buffett stepping down as Berkshire Hathaway chairman after six decades
Yeti rising on an analyst upgrade
Netflix falling as Wells Fargo raises concerns about engagement
Apple sweeping the Emmy Awards despite almost nobody watching their shows

Market update for September 17th
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In today’s episode, Zaid covers:
The Fed’s first rate hike in three years, its unanimous vote, and why more hikes could be coming

Why stocks are still holding near record highs despite higher oil, bond yields, and interest rates

The SEC opening the door to tokenized stocks and potentially 24/7 U.S. stock trading

Generac surging after landing a massive Amazon data-center power deal

Lennar getting squeezed by higher mortgage rates and a weakening housing market

The frenzy around Starbucks Snoopy cup (and why it’s a genius business move)