Episode 48 — AI & Regulation

Read the markets. Then hear the story.

Daily coverage of markets, policy and technology — plus a podcast that takes one story apart each week.

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Offices using AI
1/6of the House
Leading spend
ChatGPT
Open question
Whogoverns it
A congressional hearing on AI oversight
Episode 48 Navigating the Federal AI Frontier
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How Washington is adopting generative AI tools while racing to tackle rogue agents, platform liability, and industry lobbying.

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What is Regime Unpacked?

We cover the money story behind the headline: what moved, who decided it, and what it costs the people downstream. No tip sheets, no hype — just the reporting that helps you read the tape yourself.

Every week the podcast picks one story from the desks and follows it all the way down — the filings, the regulators, the numbers nobody quotes on air.

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Meet your host

Twenty years on the other side of the desk.

Before this show, our host spent two decades covering monetary policy and market structure — first on a trading floor, then in a newsroom. That combination is the whole point: someone who has priced the risk and then had to explain it.

Each episode brings on the people who were actually in the room. Analysts, regulators, founders, and the occasional short seller — asked the questions their investor calls never get.

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Podcast host

“I don’t chase what moved. I chase who decided it.”

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Every Wednesday morning. Subscribe on any platform and the episode lands the moment it publishes — no waiting for the newsletter.

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We book guests who were in the room when the decision was made. Send a note through the contact page with the story you want to talk about.

Yes. Every episode gets a full transcript on its article page within 24 hours of release, with the sources linked inline.

No. We report on markets and explain what moved them. Nothing here is a recommendation to buy or sell anything.

What listeners say

“The only markets show that admits when a story is still unfolding instead of pretending it has the answer.”
— Courtney H., portfolio manager
“I stopped reading three newsletters after subscribing to this one. It covers what they cover, without the sales pitch.”
— Brooklyn S., private investor
“Whoever writes the morning brief actually reads the filings. You can tell within two paragraphs.”
— Robert P., equity analyst
“Explains the regulation without dumbing it down. I send episodes to my whole team.”
— Marvin O., compliance lead
“One commute and I understand a story the wires spent a week confusing me about.”
— Wade W., founder
“They chase who made the decision, not just what the number did. Nobody else bothers.”
— Priya N., macro strategist
“I have been on the other side of these interviews. The questions are the ones we actually rehearse for.”
— Daniel K., former IR director
“No breathless takes, no countdown clocks. Just what happened and what it costs.”
— Amara T., pension trustee
“It is the first thing I open and the only one I finish.”
— Sofia R., credit desk
“I teach this to second-years now. It models how to read a filing properly.”
— Professor Elena V., finance faculty
“Corrected itself on air within a week. That bought more trust than a year of being right.”
— Tomas L., quantitative researcher
“Covers policy without picking a team. Rarer than it should be.”
— Grace M., regulatory counsel
“The only markets show that admits when a story is still unfolding instead of pretending it has the answer.”
— Courtney H., portfolio manager
“I stopped reading three newsletters after subscribing to this one. It covers what they cover, without the sales pitch.”
— Brooklyn S., private investor
“Whoever writes the morning brief actually reads the filings. You can tell within two paragraphs.”
— Robert P., equity analyst
“Explains the regulation without dumbing it down. I send episodes to my whole team.”
— Marvin O., compliance lead
“One commute and I understand a story the wires spent a week confusing me about.”
— Wade W., founder
“They chase who made the decision, not just what the number did. Nobody else bothers.”
— Priya N., macro strategist
“I have been on the other side of these interviews. The questions are the ones we actually rehearse for.”
— Daniel K., former IR director
“No breathless takes, no countdown clocks. Just what happened and what it costs.”
— Amara T., pension trustee
“It is the first thing I open and the only one I finish.”
— Sofia R., credit desk
“I teach this to second-years now. It models how to read a filing properly.”
— Professor Elena V., finance faculty
“Corrected itself on air within a week. That bought more trust than a year of being right.”
— Tomas L., quantitative researcher
“Covers policy without picking a team. Rarer than it should be.”
— Grace M., regulatory counsel
“The only markets show that admits when a story is still unfolding instead of pretending it has the answer.”
— Courtney H., portfolio manager
“I stopped reading three newsletters after subscribing to this one. It covers what they cover, without the sales pitch.”
— Brooklyn S., private investor
“Whoever writes the morning brief actually reads the filings. You can tell within two paragraphs.”
— Robert P., equity analyst
“Explains the regulation without dumbing it down. I send episodes to my whole team.”
— Marvin O., compliance lead
“One commute and I understand a story the wires spent a week confusing me about.”
— Wade W., founder
“They chase who made the decision, not just what the number did. Nobody else bothers.”
— Priya N., macro strategist
“I have been on the other side of these interviews. The questions are the ones we actually rehearse for.”
— Daniel K., former IR director
“No breathless takes, no countdown clocks. Just what happened and what it costs.”
— Amara T., pension trustee
“It is the first thing I open and the only one I finish.”
— Sofia R., credit desk
“I teach this to second-years now. It models how to read a filing properly.”
— Professor Elena V., finance faculty
“Corrected itself on air within a week. That bought more trust than a year of being right.”
— Tomas L., quantitative researcher
“Covers policy without picking a team. Rarer than it should be.”
— Grace M., regulatory counsel