Ep. 19 — Meta Tanks, Google Pops, Oil Soars

Failed to add items

Sorry, we are unable to add the item because your shopping cart is already at capacity.

Add to basket failed.

Please try again later

Add to wishlist failed.

Please try again later

Remove from wishlist failed.

Please try again later

Adding to library failed

Please try again

Follow podcast failed

Unfollow podcast failed

Ep. 19 — Meta Tanks, Google Pops, Oil Soars

Listen for free

View show details

Ep. 19 — Meta Tanks, Google Pops, Oil Soars

Meta gets smoked while Alphabet rips, oil hangs over $120 with the UAE walking out of OPEC, and a hot data dump hits at 8:30. Add a REIT redemption freeze and falling gold, and you've got markets trying to price earnings shocks, inflation signals, and a supply crunch all before lunch.

Today's stories:

Intro — Meta vs. Google split, oil at $120, data tsunami, and a REIT freeze set the table.
The Tape — Intent ads beat interruption ads; energy and infrastructure bid while gold fades and crypto bleeds.
The Footnotes — UAE’s OPEC exit rewires energy, France’s timing is comic, gold vs. real yields, and REITs bifurcate.
The Nerd Corner — Meta’s AI spend is defensive, Google’s is offensive; nuclear PPAs change rate sensitivity; Nvidia is the tell.

The Calls:

Tom: Nvidia closes red, down at least 2%.
Ray: Gold ETF finishes up at least 2%.
Alex: Meta closes down at least 3%.

New episode every weekday before US market open.
Find us on threeclowns.co | YouTube | TikTok | X

Produced using AI-generated voices.

No reviews yet