Mark Cudmore discusses the tech wobble triggered by Broadcom, expresses deep skepticism about the AI bubble, and warns that upcoming IPOs like SpaceX (with only 5% float) will absorb massive capital based on ambitious long-term projections. He notes extreme correlation between bond markets, dollar, and oil, and highlights real-world damage from geopolitical conflict. He also previews an upcoming event focused on the Fed's first rate decision under Kevin Warsh.
explicit
implicit
RUT
implicit
Metals
explicit
Bloomberg
5.5
Financial Media
Mark Cudmore 5.0
Financial Media
Mark Cudmore 5.0
6/4/2026 10:26:16 AM
dxy
The whole debate now is about the mix between yields and dollar, which way they kind of go is going to be really relevant.
| 5/28/2026 7:57:05 AM | short term up | 5 days later | +0.63% | +0.63% |
| 5/26/2026 7:28:47 AM | short term cautious down | 5 days later | -0.01% | +0.01% |
| 5/25/2026 9:42:20 AM | short term down | 6 days later | +0.03% | -0.03% |
| 5/25/2026 9:42:20 AM | short term down | 6 days later | +0.03% | -0.03% |
| 5/14/2026 8:54:29 AM | medium term down | 20 days later | +0.14% | -0.14% |
| 5/11/2026 2:37:40 PM | short term up | 6 days later | +0.69% | +0.69% |
| 5/7/2026 2:09:37 PM | medium term down | 20 days later | +1.21% | -1.21% |
| 5/7/2026 11:14:07 AM | short term down | 5 days later | +0.65% | -0.65% |
| 5/7/2026 10:02:35 AM | short term cautious down | 5 days later | +0.65% | -0.33% |
| 5/7/2026 10:02:35 AM | medium term cautious down | 20 days later | +1.21% | -0.60% |
| 5/7/2026 9:41:16 AM | short term down | 5 days later | +0.65% | -0.65% |
| 5/6/2026 7:07:04 AM | short term cautious down | 5 days later | +0.04% | -0.02% |
| 3/27/2026 11:59:23 AM | short term sharp up | 7 days later | -0.53% | -0.79% |
| 3/23/2026 9:48:17 AM | medium term sharp up | 20 days later | -1.07% | -1.60% |
| 3/23/2026 7:21:12 AM | short term up | 6 days later | +1.09% | +1.09% |
| 3/9/2026 2:08:40 PM | short term up | 6 days later | +0.89% | +0.89% |
| 3/9/2026 8:28:21 AM | short term up | 6 days later | +0.89% | +0.89% |
| 3/6/2026 10:25:51 AM | short term up | 5 days later | +1.52% | +1.52% |
| 2/23/2026 2:15:21 PM | short term down | 6 days later | +0.51% | -0.51% |
| 2/13/2026 9:47:08 AM | short term down | 7 days later | +0.62% | -0.62% |
| 2/11/2026 2:09:22 PM | short term cautious down | 5 days later | +0.24% | -0.12% |
| 2/11/2026 10:51:35 AM | short term cautious down | 5 days later | +0.24% | -0.12% |
| 2/6/2026 5:34:10 AM | short term up | 7 days later | +0.28% | +0.28% |
| 2/5/2026 6:10:54 AM | short term up | 5 days later | -0.82% | -0.82% |
| 1/30/2026 2:30:29 PM | short term up | 7 days later | -0.81% | -0.81% |
| 1/29/2026 9:02:44 PM | medium term cautious down | 20 days later | +0.97% | -0.48% |
| 1/29/2026 9:23:52 AM | short term down | 5 days later | +0.65% | -0.65% |
| 1/29/2026 9:18:07 AM | medium term cautious down | 20 days later | +0.97% | -0.48% |
| 1/29/2026 9:02:17 AM | medium term cautious down | 20 days later | +0.97% | -0.48% |
| 1/28/2026 7:33:33 AM | short term down | 5 days later | +1.20% | -1.20% |
| 1/28/2026 1:08:47 AM | short term sharp down | 5 days later | +1.20% | -1.81% |
| 1/27/2026 11:03:03 PM | short term down | 5 days later | +1.20% | -1.20% |
| 1/26/2026 7:52:04 PM | short term cautious down | 6 days later | +1.44% | -0.72% |
| 1/26/2026 4:46:43 AM | short term down | 6 days later | +1.44% | -1.44% |
| 1/20/2026 6:00:07 PM | short term down | 5 days later | -1.74% | +1.74% |
| 1/20/2026 5:25:20 AM | short term down | 5 days later | -1.74% | +1.74% |
| 1/14/2026 6:48:56 AM | medium term down | 20 days later | -1.71% | +1.71% |
| 1/12/2026 3:24:56 PM | short term down | 6 days later | +0.27% | -0.27% |
| 1/12/2026 2:06:59 PM | short term down | 6 days later | +0.27% | -0.27% |
| 12/23/2025 10:14:37 AM | medium term up | 20 days later | +1.17% | +1.17% |
| 12/11/2025 6:13:10 AM | short term cautious down | 5 days later | -0.03% | +0.02% |
| 12/4/2025 6:49:20 PM | short term cautious down | 5 days later | -0.20% | +0.10% |
| 12/1/2025 5:28:31 AM | medium term cautious down | 20 days later | -1.08% | +0.54% |
| 11/4/2025 12:00:38 PM | long term up | 61 days later | -1.93% | -1.93% |
| 10/17/2025 10:27:37 AM | short term down | 5 days later | +0.43% | -0.43% |
| 10/1/2025 10:52:02 AM | short term cautious down | 5 days later | +0.75% | -0.37% |
| 10/1/2025 8:12:58 AM | short term down | 5 days later | +0.75% | -0.75% |
| 10/1/2025 8:12:58 AM | medium term down | 20 days later | +1.07% | -1.07% |
| 9/30/2025 7:44:54 AM | short term cautious down | 5 days later | +0.41% | -0.20% |
| 9/25/2025 1:14:48 PM | short term up | 5 days later | -0.45% | -0.45% |
| 9/17/2025 10:11:21 AM | short term cautious down | 5 days later | -0.09% | +0.05% |
| 9/17/2025 8:33:28 AM | short term cautious down | 5 days later | -0.09% | +0.05% |
| 9/5/2025 10:16:54 AM | short term down | 7 days later | -0.15% | +0.15% |
| 8/26/2025 8:35:09 AM | short term down | 6 days later | +0.17% | -0.17% |
| 8/1/2025 2:29:07 PM | short term up | 7 days later | -0.26% | -0.26% |
| 8/1/2025 12:29:01 PM | short term up | 7 days later | -0.26% | -0.26% |
ndx
The guest describes a 'wobble in the tech narrative' due to Broadcom, expresses deep skepticism about the AI bubble, and warns that IPOs like SpaceX will absorb capital based on ambitious projections, implying near-term downside risk for Nasdaq.
wti
The guest states that bond markets, dollar, and oil are completely correlated at the most extreme level ever, and that real world damage from conflict has real market implications, suggesting upward pressure on oil due to geopolitical tensions.
yields
The whole debate now is about the mix between yields and dollar, which way they kind of go is going to be really relevant.
| 5/28/2026 10:34:44 AM | short term up | 5 days later | +0.85% | +0.85% |
| 5/26/2026 6:15:06 PM | short term up | 5 days later | -0.13% | -0.13% |
| 5/26/2026 2:13:56 PM | short term up | 5 days later | -0.13% | -0.13% |
| 5/26/2026 10:05:40 AM | short term up | 5 days later | -0.13% | -0.13% |
| 5/25/2026 9:57:20 AM | short term up | 6 days later | -0.40% | -0.40% |
| 5/21/2026 9:08:20 PM | short term up | 5 days later | -1.69% | -1.69% |
| 5/21/2026 10:34:29 AM | short term up | 5 days later | -1.69% | -1.69% |
| 5/20/2026 12:04:34 PM | short term sharp up | 5 days later | -2.03% | -3.04% |
| 5/20/2026 10:29:52 AM | short term sharp up | 5 days later | -2.03% | -3.04% |
| 5/20/2026 9:05:17 AM | short term up | 5 days later | -2.03% | -2.03% |
| 5/20/2026 1:12:47 AM | short term up | 5 days later | -2.03% | -2.03% |
| 5/20/2026 1:11:21 AM | short term up | 5 days later | -2.03% | -2.03% |
| 5/14/2026 10:22:14 AM | medium term up | 20 days later | -2.57% | -2.57% |
| 5/14/2026 8:48:58 AM | short term up | 5 days later | -0.50% | -0.50% |
| 5/13/2026 2:30:46 PM | medium term up | 20 days later | +0.67% | +0.67% |
| 5/13/2026 2:30:46 PM | short term up | 5 days later | +4.62% | +4.62% |
| 5/13/2026 10:40:42 AM | medium term up | 20 days later | +0.67% | +0.67% |
| 5/13/2026 8:05:25 AM | short term cautious up | 5 days later | +4.62% | +2.31% |
| 5/13/2026 7:39:00 AM | short term up | 5 days later | +4.62% | +4.62% |
| 5/12/2026 9:34:37 AM | short term up | 5 days later | +3.17% | +3.17% |
| 5/12/2026 2:49:50 AM | short term up | 5 days later | +3.17% | +3.17% |
| 5/11/2026 3:42:16 PM | short term up | 6 days later | +3.59% | +3.59% |
| 5/11/2026 3:12:21 PM | medium term up | 20 days later | +0.27% | +0.27% |
| 5/11/2026 2:37:40 PM | short term up | 6 days later | +3.59% | +3.59% |
| 5/11/2026 10:33:48 AM | short term up | 6 days later | +3.59% | +3.59% |
| 5/11/2026 10:21:17 AM | short term up | 6 days later | +3.59% | +3.59% |
| 5/11/2026 10:08:16 AM | medium term down | 20 days later | +0.27% | -0.27% |
| 5/8/2026 11:45:15 PM | medium term up | 21 days later | +1.47% | +1.47% |
| 5/8/2026 10:34:17 AM | medium term up | 21 days later | +1.47% | +1.47% |
| 5/8/2026 8:52:09 AM | short term up | 7 days later | +4.83% | +4.83% |
| 5/7/2026 11:14:07 AM | medium term up | 20 days later | +2.09% | +2.09% |
| 5/7/2026 11:14:07 AM | medium term up | 20 days later | +2.09% | +2.09% |
| 5/5/2026 10:43:29 AM | short term up | 5 days later | +1.24% | +1.24% |
| 5/5/2026 9:59:09 AM | short term sharp up | 5 days later | +1.24% | +1.86% |
| 5/5/2026 6:19:06 AM | short term sharp up | 5 days later | +1.24% | +1.86% |
| 5/1/2026 4:44:32 PM | short term up | 7 days later | -0.81% | -0.81% |
| 4/30/2026 2:14:39 PM | short term up | 5 days later | -0.50% | -0.50% |
| 4/30/2026 8:02:59 AM | short term up | 5 days later | -0.50% | -0.50% |
| 4/27/2026 7:39:37 PM | short term down | 6 days later | +2.11% | -2.11% |
| 4/24/2026 9:53:00 AM | short term up | 7 days later | +2.54% | +2.54% |
| 4/21/2026 4:08:13 PM | short term up | 5 days later | +0.98% | +0.98% |
| 4/18/2026 12:01:38 AM | short term sharp down | 7 days later | +2.02% | -3.04% |
| 4/17/2026 12:08:37 PM | medium term cautious up | 21 days later | +3.76% | +1.88% |
| 4/15/2026 12:05:32 AM | short term down | 5 days later | -0.39% | +0.39% |
| 4/13/2026 7:00:27 PM | short term up | 6 days later | -0.14% | -0.14% |
| 4/10/2026 11:45:00 PM | short term cautious up | 7 days later | -1.09% | -0.55% |
| 4/10/2026 11:41:57 PM | short term cautious up | 7 days later | -1.09% | -0.55% |
| 4/9/2026 11:01:58 PM | short term up | 5 days later | -0.81% | -0.81% |
| 4/3/2026 12:36:51 AM | short term down | 7 days later | -0.88% | +0.88% |
| 4/1/2026 11:17:06 AM | short term down | 5 days later | +0.70% | -0.70% |
| 4/1/2026 10:17:51 AM | short term down | 5 days later | +0.70% | -0.70% |
| 3/31/2026 10:09:41 AM | short term up | 5 days later | +0.37% | +0.37% |
| 3/30/2026 2:09:27 PM | short term up | 6 days later | +0.56% | +0.56% |
| 3/30/2026 10:29:13 AM | short term down | 6 days later | +0.56% | -0.56% |
| 3/30/2026 8:40:46 AM | short term cautious down | 6 days later | +0.56% | -0.28% |
| 3/27/2026 11:59:23 AM | short term sharp up | 7 days later | -0.16% | -0.24% |
| 3/27/2026 10:05:53 AM | medium term up | 21 days later | -2.12% | -2.12% |
| 3/27/2026 2:00:21 AM | short term up | 7 days later | -0.16% | -0.16% |
| 3/25/2026 10:19:55 AM | medium term up | 20 days later | -3.03% | -3.03% |
| 3/23/2026 7:21:12 AM | short term up | 6 days later | -1.14% | -1.14% |
| 3/21/2026 1:47:39 AM | long term down | 60 days later | +5.17% | -5.17% |
| 3/20/2026 2:30:40 AM | short term up | 7 days later | +0.18% | +0.18% |
| 3/19/2026 8:12:15 PM | short term down | 5 days later | -1.43% | +1.43% |
| 3/13/2026 9:58:26 PM | short term up | 7 days later | +2.70% | +2.70% |
| 3/13/2026 6:57:37 PM | short term down | 7 days later | +2.70% | -2.70% |
| 3/13/2026 4:40:53 PM | medium term cautious down | 21 days later | +2.73% | -1.36% |
| 3/13/2026 9:59:21 AM | short term sharp up | 7 days later | +2.70% | +4.05% |
| 3/13/2026 6:44:24 AM | short term up | 7 days later | +2.70% | +2.70% |
| 3/11/2026 10:02:21 AM | short term down | 5 days later | -1.66% | +1.66% |
| 3/9/2026 2:08:40 PM | short term up | 6 days later | +2.03% | +2.03% |
| 3/9/2026 10:03:43 AM | short term up | 6 days later | +2.03% | +2.03% |
| 3/3/2026 9:47:37 PM | short term up | 5 days later | +1.37% | +1.37% |
| 3/3/2026 10:53:30 AM | short term up | 5 days later | +1.37% | +1.37% |
| 2/28/2026 1:02:34 AM | medium term sharp down | 21 days later | +7.07% | -10.60% |
| 2/20/2026 5:23:54 PM | short term up | 7 days later | +0.47% | +0.47% |
| 2/19/2026 11:46:00 PM | short term up | 5 days later | -0.93% | -0.93% |
| 2/19/2026 2:30:40 PM | short term up | 5 days later | -0.93% | -0.93% |
| 2/19/2026 8:04:55 AM | medium term up | 20 days later | +4.58% | +4.58% |
| 2/18/2026 11:17:07 PM | medium term cautious up | 20 days later | +3.26% | +1.63% |
| 2/18/2026 9:44:49 PM | medium term cautious up | 20 days later | +3.26% | +1.63% |
| 2/2/2026 10:10:47 AM | medium term up | 20 days later | -5.73% | -5.73% |
| 1/30/2026 10:19:09 AM | short term up | 7 days later | -1.80% | -1.80% |
| 1/28/2026 1:08:47 AM | short term up | 5 days later | +1.11% | +1.11% |
| 1/21/2026 3:54:53 PM | long term up | 60 days later | +2.00% | +2.00% |
| 1/20/2026 6:00:07 PM | short term up | 5 days later | -0.94% | -0.94% |
| 1/20/2026 3:56:13 PM | medium term sharp up | 20 days later | -2.49% | -3.74% |
| 1/20/2026 5:25:20 AM | short term sharp up | 5 days later | -0.94% | -1.41% |
| 1/8/2026 11:18:05 PM | medium term cautious down | 20 days later | +1.34% | -0.67% |
| 12/24/2025 2:57:09 PM | medium term cautious up | 20 days later | +0.58% | +0.29% |
| 12/23/2025 7:24:06 AM | medium term up | 20 days later | +0.85% | +0.85% |
| 12/22/2025 2:42:18 PM | medium term up | 20 days later | +0.43% | +0.43% |
| 12/19/2025 10:45:28 AM | medium term up | 21 days later | +0.43% | +0.43% |
| 12/19/2025 8:37:44 AM | medium term up | 21 days later | +0.43% | +0.43% |
| 12/18/2025 11:18:27 PM | short term down | 5 days later | -0.36% | +0.36% |
| 12/18/2025 9:42:38 PM | medium term down | 20 days later | +0.77% | -0.77% |
| 12/18/2025 1:08:16 PM | medium term up | 20 days later | +0.77% | +0.77% |
| 12/18/2025 8:02:41 AM | medium term down | 20 days later | +0.77% | -0.77% |
| 12/17/2025 7:04:39 AM | medium term cautious up | 20 days later | +0.53% | +0.27% |
| 12/16/2025 11:40:23 PM | short term down | 5 days later | +0.43% | -0.43% |
| 12/11/2025 10:26:28 AM | short term down | 5 days later | -1.03% | +1.03% |
| 12/11/2025 10:09:14 AM | short term up | 5 days later | -1.03% | -1.03% |
| 12/9/2025 10:56:25 PM | short term up | 5 days later | +0.43% | +0.43% |
| 12/9/2025 10:44:30 AM | short term sharp up | 5 days later | +0.43% | +0.65% |
| 12/9/2025 6:08:48 AM | medium term sharp up | 20 days later | -0.82% | -1.22% |
| 12/8/2025 7:49:51 AM | medium term cautious up | 20 days later | -1.67% | -0.84% |
| 12/4/2025 5:57:16 AM | short term down | 5 days later | +0.60% | -0.60% |
| 12/1/2025 5:28:31 AM | short term cautious down | 6 days later | +2.10% | -1.05% |
| 11/28/2025 12:53:14 PM | short term cautious up | 7 days later | +1.86% | +0.93% |
| 11/25/2025 8:46:35 PM | short term down | 5 days later | +2.45% | -2.45% |
| 11/25/2025 8:46:35 PM | medium term down | 20 days later | +3.78% | -3.78% |
| 11/18/2025 10:02:58 AM | short term down | 5 days later | -2.30% | +2.30% |
| 11/13/2025 1:46:53 PM | medium term cautious down | 20 days later | -0.96% | +0.48% |
| 11/12/2025 2:18:30 PM | short term cautious down | 5 days later | +0.27% | -0.13% |
| 11/12/2025 10:01:21 AM | short term sharp down | 5 days later | +0.27% | -0.40% |
| 11/12/2025 7:56:58 AM | short term sharp down | 5 days later | +0.27% | -0.40% |
| 11/11/2025 3:01:41 PM | short term cautious down | 5 days later | +1.67% | -0.84% |
| 11/6/2025 11:18:53 PM | short term down | 5 days later | -0.68% | +0.68% |
| 11/6/2025 2:13:19 PM | short term down | 5 days later | -0.68% | +0.68% |
| 11/4/2025 12:00:38 PM | short term cautious up | 5 days later | -1.13% | -0.57% |
| 10/21/2025 10:46:09 AM | medium term up | 20 days later | +4.22% | +4.22% |
| 10/8/2025 9:34:41 PM | short term cautious down | 5 days later | -3.04% | +1.52% |
| 10/2/2025 3:40:39 PM | short term cautious down | 5 days later | +0.24% | -0.12% |
| 10/2/2025 12:44:17 AM | short term down | 5 days later | +0.24% | -0.24% |
| 10/1/2025 10:52:02 AM | short term cautious down | 5 days later | +0.95% | -0.48% |
| 9/30/2025 7:44:54 AM | short term down | 5 days later | +1.36% | -1.36% |
| 9/26/2025 7:55:36 AM | short term cautious up | 7 days later | +0.51% | +0.25% |
| 9/26/2025 1:25:54 AM | short term cautious up | 7 days later | +0.51% | +0.25% |
| 9/19/2025 10:47:12 AM | short term up | 7 days later | -0.05% | -0.05% |
| 9/17/2025 10:11:21 AM | short term cautious down | 5 days later | +0.39% | -0.19% |
| 9/12/2025 7:15:05 AM | short term down | 7 days later | +2.70% | -2.70% |
| 9/11/2025 8:51:28 PM | short term cautious down | 5 days later | +0.37% | -0.18% |
| 9/10/2025 8:24:03 PM | short term cautious down | 5 days later | +0.37% | -0.19% |
| 9/5/2025 10:16:54 AM | short term down | 7 days later | -0.30% | +0.30% |
| 9/5/2025 8:47:44 AM | short term down | 7 days later | -0.30% | +0.30% |
| 9/5/2025 8:47:44 AM | short term down | 7 days later | -0.30% | +0.30% |
| 9/5/2025 7:27:44 AM | short term cautious down | 7 days later | -0.30% | +0.15% |
| 9/3/2025 7:42:12 PM | medium term sharp up | 20 days later | -0.69% | -1.04% |
| 8/29/2025 8:13:51 AM | medium term cautious down | 20 days later | -3.13% | +1.57% |
| 8/29/2025 8:13:51 AM | medium term sharp up | 20 days later | -3.13% | -4.70% |
| 8/28/2025 1:17:57 PM | short term cautious up | 5 days later | -0.38% | -0.19% |
| 8/28/2025 7:11:09 AM | medium term sharp up | 20 days later | -2.91% | -4.36% |
| 8/27/2025 10:15:27 AM | short term cautious up | 5 days later | +1.66% | +0.83% |
| 8/27/2025 6:53:39 AM | medium term cautious up | 20 days later | -3.11% | -1.56% |
| 8/27/2025 6:53:39 AM | medium term cautious up | 20 days later | -3.11% | -1.56% |
| 8/27/2025 2:10:17 AM | short term cautious down | 5 days later | +1.66% | -0.83% |
| 8/26/2025 7:44:57 AM | short term cautious down | 6 days later | +0.92% | -0.46% |
| 8/25/2025 12:19:20 PM | short term down | 7 days later | +0.45% | -0.45% |
| 8/20/2025 11:22:19 PM | short term cautious down | 5 days later | -1.66% | +0.83% |
| 8/20/2025 6:36:06 AM | short term cautious down | 5 days later | -1.66% | +0.83% |
| 8/19/2025 7:37:21 AM | short term cautious down | 5 days later | -0.49% | +0.24% |
| 8/19/2025 7:37:21 AM | short term cautious down | 5 days later | -0.49% | +0.24% |
| 8/19/2025 7:37:21 AM | medium term cautious down | 20 days later | -5.17% | +2.58% |
| 8/15/2025 10:20:21 AM | short term cautious up | 7 days later | -1.52% | -0.76% |
| 8/7/2025 6:34:17 PM | long term sharp up | 60 days later | -3.69% | -5.53% |
| 8/5/2025 10:44:07 AM | short term cautious down | 5 days later | +1.26% | -0.63% |
| 8/4/2025 10:45:50 AM | short term sharp down | 6 days later | +1.84% | -2.75% |
| 7/22/2025 6:22:47 PM | short term cautious down | 5 days later | +0.73% | -0.36% |
