The Rundown

Market update for Monday December 22, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Investors eye ‘Santa Claus’ rally to end the trading year Oracle founder Larry Ellison guarantees Paramount’s offer for WBDNvidia plans to ship H200 chips to China in FebruaryRocket Lab secures its largest contract everHoneywell loses $470M from FlexJet lawsuitThe new Avatar movie “Fire and Ash” disappoints in opening weekend

Kyla Scanlon and Justin Wolfers, Professor of Public Policy and Economics at University of Michigan, join the show to break down the Federal Reserve’s latest rate cut—and why growing internal dissent at the Fed actually matters. We unpack what the dot plot reveals, how markets may be misreading Jerome Powell, and whether inflation data is being misunderstood rather than manipulated. The conversation also dives into tariffs, affordability, and why cost-driven inflation hits households differently than demand-driven price spikes.

Medline just pulled off the biggest IPO of 2025, beating out higher-profile names like Circle, Klarna, and Figma despite being a company most people have never heard of. In this episode, we break down how this family-owned medical-supply giant built a massive moat, why its CEO calls it the “Costco of Healthcare,” and the risks investors should be watching.

Market update for December 19, 2025. Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Economists question the quality of the inflation dataNike beats earnings but warns of weaker sales and margin pressureTikTok moves closer to a U.S. spinoff with Oracle-led investorsCoreWeave joining the federal government’s AI “Genesis” missionMaybe the greatest fun fact in this show’s history

Market update for Thursday December 18, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode we discuss:Oracle’s data center financing concernsA cooler-than-expected CPI reportNetflix’s push into podcasts as YouTube lands the OscarsActivist investor Elliott’s $1B stake in LululemonMicron surging on strong memory demand Instacart drops on FTC scrutiny over dynamic pricingNetflix bringing FIFA video game and big-money trivia