In this episode of the podcast, we break down a wild week on Wall Street: The Dow Jones roared to fresh all-time highs above 50,188—its third straight record close—riding blue-chip strength and cyclical rotation. But the party crashed hard after a stronger-than-expected January jobs report (130k payrolls added, unemployment down to 4.3%) flipped Fed cut bets, sent yields higher, and revived AI disruption fears that hammered tech and the Nasdaq.

We recap day-by-day action: Monday's tech bounce, Tuesday's Dow peak, Wednesday's jobs-fueled fade, Thursday's 669-point Dow plunge below 50k, and Friday's modest stabilization on softer CPI data. Week-to-date: Dow down ~1.2%, S&P ~1.4%, Nasdaq ~2.1%—the roughest stretch of 2026 so far.

We look ahead to next week's lighter calendar (Presidents' Day close Monday), FOMC minutes Wednesday, and ...