Cents of Security by Interactive Brokers

Geopolitics Meets Markets

The Fed’s latest rate cut sparks debate on future policy, prediction market surges, and geopolitical developments—from Trump’s Asia trip to AI investment concerns. Jose Torres breaks it all down.

IPO: Pitch, Follow, Close

In this week’s Cents of Security Podcast, explored with Jeffrey Fidelman of Fidelman & Co. how startups can apply sales-style thinking to fundraising.
Highlights:
Why fundraising should mirror a sales funnel
Why phone calls still matter
How to qualify and nurture investor leads
Common mistakes founders make—and how to avoid them
Why asking for money is the point
 
If you're raising capital or advising someone who is, this episode is packed with practical insights.
 

Inflation Hits a Curve

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 expectationsHow housing costs drove the missWhy core inflation matters more than headlineWhat it means for rate cuts and market momentumHow Social Security and geopolitics factor in
Jose’s insights help decode the macro puzzle and what investors should watch next.

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 centersWhich countries are leading the nuclear revivalHow investors can access the nuclear value chain—from uranium miners to tech innovatorsRole of government policy and public sentiment in shaping adoption

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.

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.

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.

Econ Quadruple Beat

Mary MacNamara and Jose Torres, Senior Economist at Interactive Brokers, break down four major economic data surprises—from GDP and durable goods to unemployment claims and home sales. What do these signals mean for the U.S. economy, interest rates, and the housing market?