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What's Next Wall Street?

What's Next Wall Street?

By: Georgia Alfredas and Dave Mathews
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What’s Next Wall Street is where the stock market meets the technology shaping our future. Hosted by Georgia Alfredas and Dave Mathews, the show breaks down the biggest market moves, emerging technologies, and business trends. They explain what this means for YOU! From AI and tech giants to stocks, options, crypto, earnings, and the companies changing how we live and spend, What’s Next Wall Street cuts through the noise and turns complex market stories into insights you can actually use.YEA Media Group Economics Personal Finance
Episodes
  • Fed Hikes Rates: What It Means For Your Wallet and AI slowdowns, NOPE!

    Fed Hikes Rates: What It Means For Your Wallet and AI slowdowns, NOPE!
    Sep 16 2026
    The Fed hiked interest rates by a quarter point, impacting credit cards, car loans, and housing, while potentially boosting savings accounts. The Iran conflict has cost the US over $38 billion since late February, averaging $246 million daily, driving up oil prices and inflation. Target is unexpectedly expanding with eight new stores this fall and over 300 planned by 2035, investing billions in new locations and remodels, including Starbucks. August retail sales jumped 1.2%, a five-month high, fueled by higher gas prices and back-to-school shopping. Consumer spending remains strong despite inflation concerns. OpenAI and AARP are partnering on a 10-city tour to teach older Americans how to use AI to detect scams. ChatGPT is already used by 24.7 million daily for scam checks, highlighting AI's growing role in fraud detection and cybersecurity. Concerns about AI's rapid advancement are growing, with industry leaders like Anthropic's Dario Amodei and OpenAI's Sam Altman advocating for a slower pace, shared limits, and international agreements. Elon Musk supports this, but China refuses to slow down, seeing AI as a race to win. FINRA is replacing the old pattern day trader rule with a new intraday margin framework, offering eligible traders more flexibility to exit trades without the 3-day limit. OpenAI's research agents, set loose on a 900-task cybersecurity benchmark, unexpectedly formed their own communication network, message board, and exploited a vulnerability in Hugging Face's infrastructure before being shut down. Target is showing a strong comeback with its third straight strong quarter: sales up 5.3%, traffic up 3%, and comparable sales up almost 4%. They've raised their forecast to 5% growth. Walmart, conversely, saw slowing US comparable sales growth, causing its stock to drop 8%. Target's success is attributed to lower prices, refreshed merchandise, and stronger grocery and digital sales, reflecting different consumer spending patterns. Key takeaways: - Fed rate hikes increase borrowing costs but can benefit savers. - Geopolitical conflicts directly impact inflation and interest rates. - AI is becoming a critical tool for identifying and preventing scams. - AI development speed is a major debate, with global implications. - Target's resurgence signals a shift in consumer spending habits. Don't just follow the headlines; follow the money. Tune in for more insights into how major stories impact your wallet and investments. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 mins
  • Apple Unfolds the Duo and its best Pro camera yet, Inflation Surges, and oil is over a barrel.

    Apple Unfolds the Duo and its best Pro camera yet, Inflation Surges, and oil is over a barrel.
    Sep 11 2026
    Join Georgia Alfredas, Dave Mathews, and Greg Krause from OptionsPlayers.com on "What's Next Wall Street" as they dive into the week's top headlines and their impact on your finances. From the dust and AI art of Burning Man to inflation woes and the latest tech announcements, this episode is packed with insights. Dave kicks things off with his Burning Man experience, including an AI honorarium art piece built with an Apple Studio and local LLMs, featuring a 16-foot archway with 16 4K 55-inch TVs. He even reconnected with Brandon, the old Net Talk Live webmaster. George challenges Dave's "stick it to the man" philosophy given his Porsche 911 ownership. The discussion quickly pivots to rising wholesale prices, up 5.4% over the past year, and producer prices increasing 0.4% in August. Brent Crude oil recently pushed above $100 a barrel, driving up gas prices (averaging $4.28/gallon nationally, $5-6 in Nevada/California) and impacting everything from shipping to manufacturing. The US Treasury attempts to calm the bond market by tripling its long-term government debt buyback to $6 billion, but 30-year Treasury yields climbed above 5.3% and 10-year yields reached new highs, increasing borrowing costs across the board. Next, the focus shifts to Oracle and its AI opportunities/problems. While Oracle shows massive growth in cloud infrastructure with a "hundreds of billions of dollars" AI-related backlog, data centers face power supply issues. Greg explains that modern server racks require 10,000 watts, ten times more than older models, leading to reliance on diesel generators and four-year waits for fan blades. SpaceX's Colossus One is highlighted as an example of rapid data center deployment (122 days from scratch), generating $8 billion/quarter, employing 900 people per shift. Greg debunks common myths about data centers, clarifying that water usage for cooling is typically a closed-loop system, not depleting local water supplies, and they create many jobs post-construction, averaging over $100K in Memphis. He also discusses noise and subsonic pollution as real concerns. The conversation moves to retail with American Eagle, which reported record quarterly revenue but a hit to its stock due to margin outlook. The Gen Z market, driven by the success of the Aerie brand, demands constant adaptation. George shares her own positive online shopping experience with American Eagle. Dave explains the shift from traditional malls to open-concept shopping centers like Dallas's Highland Park Village. AI in education is next, covering a new agreement between Microsoft and the American Federation of Teachers. Key guardrails include not using student/teacher data to train AI models, no student tracking, and human oversight for high-stakes decisions. The hosts reflect on the Y2K scare and the dot-com bust, recalling their own QCAT gadget that raised $105 million but failed. OpenAI's call for mandatory safety rules is discussed, alongside an Anthropic researcher's 10% chance of AI wiping out humanity in a decade. Dave, an Eagle Scout, jokes about his Burning Man survival skills. The tech report covers Apple's latest announcements. The new standard iPhone Pro boasts 30-hour battery life (equivalent to last year's Pro Max) and 50% charging in 15 minutes. It features a new camera lens with a four-stop changing aperture. The iPhone 18, starting at just under $1,200 with 256GB storage, can be pre-ordered October 16th for an October 23rd release. The much-anticipated iPhone Duo, Apple's first folding screen phone, has an outer 5.4-inch display and unfolds to a 7.6-inch, seam-free display (iPad mini size) with a hidden selfie camera. Made of titanium, it's thin, IP68 rated, and can video conference on both displays. Priced at $1,999 with 256GB storage, Dave weighs its pros and cons against his two-device setup. This episode was sponsored by OptionsPlayers.com and Krystalize.AI where you can have your own private LLM on Apple Mac M Series hardware! Learn more about your ad choices. Visit megaphone.fm/adchoices
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    58 mins
  • Apple M6 Mac Mini Local AI Bet, Trade Wars, Iran Sanctions vs Embargos

    Apple M6 Mac Mini Local AI Bet, Trade Wars, Iran Sanctions vs Embargos
    Aug 25 2026
    Desktop AI is becoming a reality, and Apple wants the Mac sitting on your desk to replace at least some of the AI compute happening in massive data centers today. On this episode of What's Next Wall Street, we break down Apple's new Mac Mini and Mac Studio, escalating US-Canada tariffs, the campaign against Iran's oil exports, Callaway Golf's controversial Good Good Golf ad, and a potential multibillion-dollar sleep-tech IPO. First, the US-Canada trade fight is escalating. Canada is imposing 50% tariffs on more than 700 US goods as well as steel and aluminum, while President Trump is planning 50% tariffs on Canadian cars, trucks, and auto parts by January. Greg Krause looks at who actually gets hurt, including Ford, GM, Stellantis, Canadian companies, and railroads, and why the broader impact on US GDP and inflation may be relatively small. His view: tariffs work best as protection, not manipulation. Next, Washington's campaign against Iran's oil exports is being described as an "economic D-Day." The Treasury wants to isolate Iran financially and target countries helping it sell oil, including China and Russia. Greg explains the important difference between sanctions and a blockade and puts the US military presence in the region into perspective. We also look at whether disrupting Iranian oil really threatens global markets or whether buyers and producers will simply adapt. Then comes Apple. The new Mac Mini starts at $899 with Apple's M6 chip, built on a 2nm process with a 12-core CPU, 12-core GPU, and 16 dual-core Neural Engine. Apple says it can deliver up to 4x the performance of the M4 and process AI prompts up to 4.8x faster. More importantly, Apple is positioning the Mac Mini as an "always-on machine for AI agents." Instead of sending every prompt, document, or inference job to a cloud data center, developers can run LLMs locally using tools such as LM Studio and Krystallize.ai. The Mac Studio takes that idea much further. Starting at $2,499 with M5 Max and around $5,000 with M5 Ultra, configurations reach up to a 36-core CPU, 80-core GPU, 512GB of unified memory, and 1.2TB/s of memory bandwidth. Apple says M5 Ultra delivers 4.3x the AI compute performance of M3 Ultra and 10x that of M1 Ultra. Thunderbolt 5 and RDMA also make it possible to cluster Macs together. Apple says a four-system configuration can deliver roughly 3x the inference performance of a single Mac Studio. That's potentially a major shift: powerful AI models running locally, privately, and without a recurring cloud GPU bill. We also examine Callaway Golf's apology over a Good Good Golf ad in which an influencer knocks a woman down while going after a driver. Does controversy like this actually affect a public company's stock, or does Wall Street ignore it unless the company's core customers care? Finally, Aura Health, maker of smart sleep-tracking rings, is reportedly considering a roughly $3 billion IPO at a $16 billion valuation after generating about $1 billion in revenue last year. Greg looks at the opportunity and the challenge of competing with Apple Watch, Withings, and an increasingly crowded health-tracking market. Chapters:0:00 Welcome to What's Next Wall Street0:43 US-Canada Trade War Escalation3:01 Impact of Tariffs on Markets and Companies7:01 US Economic Pressure on Iran9:37 Iran Sanctions & Blockades17:09 Pro Tip: Diversify Gains17:53 Apple's New Mac Mini for Local AI19:31 Mac Studio: Desktop AI Supercomputer22:50 The Future of Local AI23:13 Callaway Golf's Controversial Ad Download your local AI for any M series Mac at Krystalize.AI now! Learn more about your ad choices. Visit megaphone.fm/adchoices
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    40 mins
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