Markets with Jack

Monthly Market Compass: April 2026

Iran as the macro fulcrum - repricing oil and inflation expectations along the way. Fed stuck in neutral as AI continues to destroy entire sub sector…

Apr 2

March 2026

How to Think About Anthropic, the Pentagon, and AI

AI planned two US military operations in ten weeks. Then the Pentagon swapped the AI engine mid-war. Here's what that means.

Mar 10

3

Monthly Market Compass: March 2026

Iran War in focus - Hormuz remains closed as oil field shutdowns begin. The 25-day storage wall is real - but the market pain is asymmetrically…

Mar 5

3

February 2026

Monthly Market Compass: February 2026

Software in a Selloff! Gold and Silver epically gyrating! USD breaks its 14-year trend in the DXY. And Kevin Warsh likely to be the next Fed Chair, but…

Feb 5

3

8

January 2026

Monthly Market Compass: January 2026

Trump admin targets the Fed as AI-driven productivity surges. With $8 trillion to refinance and potential Fed changes ahead, will 2026 deliver a…

Jan 19

2

December 2025

Monthly Market Compass: December 2025

The government shutdown is over. Google's Gemini looks like a real threat to OpenAI. The market is expecting a December rate cut by the Fed. Gold looks…

Dec 4, 2025

3

1

November 2025

Monthly Market Compass: November 2025

The Government shutdown continues! Gold and Crypto see a choppy month. The Fed signals that a December rate cut is not a foregone conclusion. Is…

Nov 6, 2025

1

October 2025

How to Think About Universal Basic Income (UBI) in the Age of AI

UBI critics argue it risks hyperinflation, so why does Elon Musk think we'll have "Universal HIGH Income (not merely basic income)"? Can AI deflate…

Oct 13, 2025

4

2

Reading Between the Lines of Hegseth's Quantico Speech

The Secretary of War's speech was simultaneously a recruiting video, a generational litmus test, a declaration of higher standards, and a signal about…

Oct 9, 2025

2

1

Why Grokipedia Will Matter for AI

Cheaper, faster AI training—at the cost of ideological fragmentation. How AI-curated data could slash training costs while polarizing the models we…

Oct 6, 2025

1

How to Think About Stablecoins

From the GENIUS Act, to Web3, to DeFi, to AI Agents, to Eurodollars, and the need to find buyers for U.S. Treasuries - learn how Stablecoins are about…

Oct 3, 2025

2

4

Monthly Market Compass: October 2025

Trump looks to cut spending amidst the ongoing US Government shutdown. US Equities face a moment of truth, while crypto and alt-coins look for the…

Oct 2, 2025

1