Before the Bell With Roman & Zain
Roman Zelenetskyi, Zain Qureshi
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S2E15 Nike’s China Cliff vs. Tesla’s Robotaxi Multiple: A Tale of Two Consumers
Legacy retail is hitting a wall while "Physical AI" takes flight. Roman navigates the 11% pre-market crater in Nike (NKE) as China demand drops 20%, signaling a massive demand cliff for global…
S2E14 The Oil Cliff vs. The Warsh Shock: Repricing the Neutral Rate
The global discount factor is under fire. As the "Warsh Doctrine" pushes the 10-year Treasury yield toward 4.40%, Roman analyzes the structural revision of r∗ and what it means for your DCF models.…
S2E13 Fed Day vs. $110 Oil: The Micron & Nvidia Reckoning
A high-impact morning for the 2026 bull run. Roman navigates the intersection of Fed policy, geopolitical risk, and the "HBM Supercycle." From the $14 Lyft pivot to the 4.25% yield line on the…
S3E12 The 400-Million Barrel "Nuclear Option" & Oracle’s AI Supercycle
The global energy complex just pulled the emergency brake. Roman breaks down the IEA’s record-breaking 400-million-barrel oil release designed to blunt the Iran-Israel shock. We analyze Oracle’s…
S2E11 The Stablecoin War: Mastercard, SoFi, and the SCOTUS Tariff Strike 💳
The financial plumbing of Wall Street is being rewritten. Roman breaks down the massive Mastercard-SoFi partnership that’s bringing bank-issued stablecoins to global settlement. We analyze the…
S2E10 Nvidia’s $66B Apex & The "Warsh Shock" at the Fed
It is the biggest day of the year for the AI era. As Nvidia prepares to report a staggering $66 billion quarter, the bond market is reeling from the official nomination of Kevin Warsh as Fed Chair.…
S2E9 Before the Bell: Fed, Inflation & the Market Rally — What It Means for Your Money | Feb 20, 2026
Markets are grinding higher — but is it confidence or complacency?In this Friday, February 20th, 2026 episode of Before the Bell, we break down what’s really happening in the stock market and the…
S2E8 The "Warsh" Minutes & Venezuela’s Energy Dividend
The Fed is under the microscope today as the market parses the FOMC minutes for clues on a "Kevin Warsh" policy pivot. Roman breaks down the $2 billion heavy-crude lifeline coming from Venezuela via…
S2E7 Jobs Day Reckoning: The Delayed Report & Dow 50k Under Pressure
The "Big Wait" is over. After the government shutdown delay, the January Jobs Report finally lands. Roman breaks down the 8:30 AM data, what it means for the Dow’s historic 50,000 milestone, and the…
S2E6 Gold $5,300: The Dollar’s Crisis of Confidence & Fed Day
Gold officially smashes through the $5,300 mark as global investors hedge against a politicized Fed and a weakening dollar. Roman breaks down the "Governance Discount" hitting U.S. assets, the…
S2E5 Greenland Tariffs & Yield Spikes: The 2026 Trade War Begins
The 2026 "soft landing" thesis is under fire as the standoff over Greenland triggers a global bond sell-off. Roman breaks down why the 10-year Treasury yield has spiked to a five-month high of 4.29%…
S2E4 Delta Soars, Apple Rumors Swirl & The Inflation Paradox
Roman breaks down Delta's blockbuster earnings and what they mean for the recession narrative (hint: people are still flying). Plus, the rumors heating up ahead of tomorrow's Apple "Intelligence Era"…
S2E3 The Fed’s New Fear: Labor Anxiety Hits Wall Street
The FOMC Minutes are out, and the narrative has shifted. Roman breaks down why the Fed is officially more worried about "cooling labor demand" than inflation, and why the bond market responded by…
S2E2 Oil Spikes on Venezuela Chaos, CES Kicks Off
2026 starts with a jolt as geopolitical unrest in Venezuela sends crude oil back above $60. Roman breaks down the sudden energy sector rotation, the massive "AI PC" trade taking center stage at CES…
S2E1 The 2026 Playbook: CES, The Jobs Report & A Geopolitical Shock
Happy New Year! Roman sets the stage for the first full trading week of 2026. We cover the massive "AI PC" trade starting at CES (watch Nvidia), the breaking instability in Venezuela that could spike…
S1E36 The S&P 7,000 Watch, The Mar-a-Lago Peace Vibe, and the “Q5” Flex💰🔔
As Zain flies solo for the final Monday morning of 2025, we’re breaking down a market that’s currently in its "Main Character Era." The S&P 500 is sitting at 6,930, just a 1% "drip" away from the…
S1E35 The Fed's Christmas Gift: Inflation Cools, Stocks Rally into the Holiday!!
Markets closed early for Christmas Eve, but the bulls got the ultimate gift: a "Goldilocks" PCE inflation report (2.2%) that cements the case for 2026 rate cuts. Roman recaps the shortened session,…
S1E34 Best of Times, Worst of Times: Micron Saves Tech as the Consumer Cracks
Markets are split down the middle—and Quadruple Witching day is where it all collides.In today’s episode of Before the Bell, Roman and Zain break down one of the most emotionally volatile weeks of…
S1E33 The Consumer Cliff: FedEx & Retail Sales Trigger Recession Fears
The "Soft Landing" narrative hits a brick wall as November Retail Sales flatline and FedEx slashes guidance, confirming a sharp industrial slowdown. Roman breaks down the Goldman Sachs warning that…
S1E32 Markets on the Brink: What’s Coming Next
Markets are moving, data’s dropping, and the trading week is about to heat up. Join Zain on Before the Bell as he breaks down today’s market action, upcoming jobs and inflation reports, sector…
Frequently Asked Questions
Before the Bell With Roman & Zain has published 53 episodes since August 2025, covering topics in Business News, News.
Before the Bell With Roman & Zain is currently highly active with new episodes weekly. Average episode length is 13m.
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