HeyJaredBefore the Bell With Roman & Zain
Before the Bell Podcast with Roman & Zain gives you the market insights you need to start your day. Each episode breaks down stock market trends, economic news, and investing strategies in a clear and approachable way.
- Indexed episodes, last 90 days
- 8
- Latest publication
- Aug 26, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
The Market Prices a Hike, Walmart Breaks a Six-Year Streak, and Warsh Takes the Stage (opens the original)
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The debate is over as money markets have now fully priced a Federal Reserve rate hike by December. Roman breaks down the July PCE print showing core inflation stuck at 3.3% alongside stalled consumer spending, and why that specific combination sealed the hawkish case. Walmart posted its slowest US comparable sales growth in six years and fell 9%, with management naming $4 gasoline as the direct cause, while off-price retailer Ross beat and jumped 7%, a textbook consumer trade-down signal. Plus:
The Bond Market Breaks 5.3%, Hormuz Talks Expire, and the SPR Hits a 44-Year Low (opens the original)
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The story quickly moved out of the stock market and into the bond market this week. Roman breaks down the 30-year Treasury yield touching 5.34%, its highest since 2007 in a synchronized global selloff that also pushed Japanese, German, French, and UK long-term borrowing costs to multi-decade highs, driven by sticky inflation, a $432 billion July deficit, and an AI-financed corporate borrowing wave competing directly with the Treasury for capital. Meanwhile the 60-day US-Iran negotiating window e
CPI Cools to 3.4%, Payrolls Contract, and Hormuz Becomes a Reparations Fight (opens the original)
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This morning's July CPI print landed exactly on consensus as headline inflation cooled to 3.4%, core to 2.5%, with shelter accounting for two-thirds of the monthly increase. Roman breaks down why that's better news for the Fed's arithmetic than for anyone's household budget: inflation is still outpacing wage growth at 3.2%, and average hourly earnings actually fell over the past year. Meanwhile, the July jobs report showed the American economy shed 23,000 positions, the first outright contractio
The AI Hedge Fund That Blew Up, a 40-Year Yen Low, Non-Ai earnings! (opens the original)
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Away from the Fed and the MAG7, three other stories moved real money this week — and they're all connected by the same root cause. Roman breaks down the spectacular collapse of Situational Awareness, a $45 billion AI hedge fund run by a 25-year-old former OpenAI researcher that lost 67% in July on 4x leverage and was forced to sell its entire public portfolio to Citadel in a single block trade. The Japanese yen touched a 40-year low against the dollar on the same surging Treasury yield story tha
War, the Fed's Divided Hold, and Big Tech's Split Verdict (opens the original)
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Roman goes on to break down the Iran war's escalation to eleven consecutive nights of strikes and Brent crude breaking $100, followed by a fragile weekend pause that's already fraying under fresh strikes and tanker attacks. The Fed delivered its most divided vote in years — a 9-to-3 hold that the bond market immediately overruled, pushing the 30-year Treasury to its highest yield since 2007. And four of the Magnificent Seven drew an unmistakable earnings line: Microsoft and Amazon rewarded for A
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