Sam Rines
Economist, author, and managing director of Corbu LLC, offering insights on macroeconomics and market trends.
Best podcasts with Sam Rines
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Nov 1, 2024 • 47min
Sam Rines: What the Election Means for Markets - [Making Markets, EP.48]
Sam Rines, an economist and managing director of Corbu LLC, returns to share his insights just before the upcoming election. He dives into potential market scenarios and the impacts of a split Congress. Rines discusses the strength of the US consumer amidst economic uncertainty and the Fed's role in market dynamics. He also highlights surprising resilience in sectors like travel post-COVID. Additionally, he examines strategic investment shifts from major companies and the implications for inflationary markets. Tune in for thought-provoking analysis!
Sep 5, 2025 • 1h 7min
Will AI Peak Eventually Rival 2000 Bubble Levels?
Join Sam Rines, a sharp analyst on market trends, and Jeff Weniger, who dives into consumer behavior, as they explore the resilience of middle- and upper-income consumers amid economic uncertainties. They discuss the struggles traditional brands like Kraft-Heinz are facing and delve into the gold market's buoyancy influenced by central bank buying. Blake Heimann and Chris Gannatti then highlight insights from a tech conference, examining AI infrastructure, chip supply dynamics, and the growing importance of tech giants like NVIDIA in a landscape reminiscent of the 2000 bubble.
