April was one of the more eventful market months in recent memory, and Wheeler and Colin are breaking it all down. The S&P finished the month up 12%, the Nasdaq up 18%, and semiconductors — led by an almost impossible 116% single-month run in Intel — stole the show. But the real story underneath the numbers is earnings: more than 85% of companies that reported beat expectations, with average earnings growth hovering around 15%. That's not a sentiment rally. Companies are actually making more money.

Wheeler and Colin dig into what's driving the semiconductor surge, why Intel's chart looks like nothing either of them has seen before, and how to think about the AI infrastructure build-out without getting swept up in the hype. The conversation also covers tariff uncertainty, the resilience of the consumer despite the noise, and why the US economy continues to confound the skeptics.

Then things get a little philosophical. A discussion about fractional ownership of luxury assets — partial stakes in Ferraris, art, and collectibles — turns into a broader conversation about what anything is actually worth, and whether the financialization of everything is slowly draining the fun out of life. Plus: the Survivor betting market that spoiled the office bracket and confirmed that yes, there is a prediction market for literally everything now.

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Credits:
Created By: Wheeler Crowley and Colin Walker
Production, Editing and Post-Production: Tori Rothwell