Podcast Episodes

If Trouble Is Brewing for Banks, Here's Where to Spot It

In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos is joined by Miriam Gottfried to tackle gold’s continued rally. They discuss the debate over whether its surge is a bet against …

Published on 8 hours ago

Trump Is Meddling With the Fed. Why Don’t Markets Care?

In both economics and politics, there is a widespread view that central banks should be free of political pressure, with cautionary tales around the world of what happens when politicians meddle: out…

Published on 3 days, 11 hours ago

Why This JPMorgan Analyst Says Now Is the Time to Buy Municipal Bonds

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos explore how the Federal Reserve’s independence, a government shutdown and volatility around tariffs are drivi…

Published on 1 week ago

Will AI Spending Pay Off? Or Are We in a Bubble?

Artificial intelligence spending is hitting epic levels as Big Tech companies shell out for massive data centers to power new chatbots and other AI services. But will the spending--expected to amount…

Published on 1 week, 3 days ago

Automakers Are Hitting the Brakes on EVs. Will That Help Their Stocks?

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos kick things off by talking about perpetual futures or “perps,” which are offering turbocharged bets on bitcoi…

Published on 2 weeks ago

Gold Is at Record High. Is It Still Time to Buy?

Gold prices are up more than 40% this year, on track for their best year since 1979—when a global energy crisis fueled an inflationary shock that thrashed the world economy.

And while it's a very di…

Published on 2 weeks, 3 days ago

Billionaire Investor Cliff Asness on Managing Market Risk and 'Buffer' ETFs

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk to billionaire investor Cliff Asness, the co-founder and chief investment officer of AQR Capital Managem…

Published on 3 weeks ago

The ‘Infinite Money Glitch’ Making the Trump Family Millions

The Trump family’s latest venture—a so-called “crypto treasury” stock—could generate their biggest payday through the WLFI token from World Liberty Financial, while being a potential minefield for in…

Published on 3 weeks, 3 days ago

Introducing: Ticker Shock

Listen in on conversations of The Wall Street Journal's sharpest financial minds. Featuring the Journal’s award-winning columnists and writers Alex Frangos, Chelsey Dulaney and James Mackintosh, the …

Published on 3 weeks, 4 days ago

Who Really Pays for Tariffs? Citi’s Trade Lead on the Economic Impact

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about Oracle's shocking more than 40% stock surge after the technology company said it won several billi…

Published on 4 weeks ago