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The Rally is Broadening. The Earnings Growth Isn't. Liz Ann Sonders on Which Breaks First
Season 1 Episode 477
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins us to explain why today's economy and stock market are increasingly defined by …
10 hours ago
We Asked Andy Constan What Happens If AI Funding Breaks Before the Thesis — And if Warsh Blinks
Andy Constan is back on First Principles to explain why record stock prices, rising long-term Treasury yields and sticky inflation can all coexist, a…
2 days, 7 hours ago
We Asked Value Legend Bob Robotti Why the Real AI Trade Isn't AI — And Why Passive Helps Stock Pickers
Season 1 Episode 476
Bob Robotti, founder and CIO of Robotti & Company, joins Matt Zeigler and Bogumil Baranowski to explain why bottom-up value investing may be entering…
4 days, 8 hours ago
Jim Paulsen Sees a Growth Scare Coming | The 34 Charts That Make Him Cautious
In this episode of The Jim Paulsen Show, Jim explains why weakening labor data, softening inflation, and lagged policy tightening could shift markets…
1 week, 1 day ago
We Asked T. Rowe's $8 Billion Tech Manager Why We Are in 1998 — And Why Software Is in Trouble
Season 1 Episode 475
T. Rowe Price technology portfolio manager Dom Rizzo joins Jack Forehand and Kai Wu to break down the AI investment cycle, hyperscaler capital spendi…
1 week, 4 days ago
David Rosenberg and Rich Bernstein on What Ends the AI Trade — And What They Own Instead
Season 1 Episode 474
Richard Bernstein and David Rosenberg reunite to debate the Federal Reserve, inflation, the AI investment boom, market bubbles, gold and the case for…
2 weeks ago
4% Inflation. Stretched Valuations. Why Is the Market Still Risk-On? | Tian Yang
Season 1 Episode 473
Tian Yang, head of research at Variant Perception and portfolio manager of the VPX ETF, explains how investors can use adaptive leading indicators, c…
2 weeks, 2 days ago
The Biggest Leak in Finance | Brent Donnelly on Why You're Probably Too Bearish
Season 1 Episode 472
Brent Donnelly joins Matt Zeigler to explain how professional traders build a durable edge through risk management, trading psychology, probabilistic…
2 weeks, 4 days ago
A $20B Blowup. A War-Sized AI Bet. Was the Bottom Just a Margin Call? | Last Call
On this episode of our new market wrap show Last Call, we examine the hidden rotation beneath calm stock market indexes, including sharp AI and semic…
2 weeks, 6 days ago
A War-Sized AI Bet. Private Credit Went All In. Will the Government End Up Owning It?
We are excited to announce the launch of a new podcast, Why Am I Reading This Now? with Ben Hunt. Stories and narratives are increasingly shaping mar…
3 weeks, 1 day ago