In this week’s Cents of Security Podcast, I spoke with Jose Torres, Senior Economist at Interactive Brokers, about the latest CPI report and its ripple effects across the economy.
Why inflation came in below expectations
How housing costs drove the miss
Why core inflation matters more than headline
What it means for rate cuts and market momentum
How Social Security and geopolitics factor in
Jose’s insights help decode the macro puzzle and what investors should watch next.
--------
11:04
--------
11:04
The Smaller Nuclear Comeback
Mary MacNamara speaks with Mobeen Tahir of WisdomTree about the global comeback of nuclear energy, its role in powering AI infrastructure, and how investors can tap into the nuclear value chain.
How AI’s energy demands are reshaping the future of power
The rise of small modular reactors and their role in data centers
Which countries are leading the nuclear revival
How investors can access the nuclear value chain—from uranium miners to tech innovators
Role of government policy and public sentiment in shaping adoption
--------
24:18
--------
24:18
Data Without Government
Interactive Broker’s Mary MacNamara and Jose Torres unpack the U.S. government shutdown, AI-fueled market highs, and gold’s surge as investors weigh optimism against economic uncertainty.
--------
19:49
--------
19:49
Shutdowns, Signals & Jolts
Mary MacNamara and Jose Torres break down the rising odds of a U.S. government shutdown, what the JOLTS report reveals about worker confidence, and how missing data could leave markets flying blind.
--------
15:48
--------
15:48
AI Industrial Revival
Jose Torres, Senior Economist at Interactive Brokers, joins Mary MacNamara to explore how AI infrastructure is reshaping GDP, energy demand, and the future of U.S. industrialization.
Acerca de Cents of Security by Interactive Brokers
Cents of Security explores foundational economic concepts and personal finance. For those starting out in finance or just want to know more about how your finances work, check out our episodes! Some topics include retirement saving, IPOs, buying a home, and more.
España