Podcast Episodes
Back to SearchBig Week for Inflation and the Consumer 05/13/24
The market's record run could hit a snag as Wall Street faces a series of litmus tests around inflation and the consumer. Callan Family Office's RaeA…
1 year, 10 months ago
Health of the Consumer, China's Turnaround, and Rate Cut Expectations 5/10/24
The consumer may be more stretched than Wall Street thinks, as several companies slash guidance. Mastercard's Steve Sadove dives into the latest Spen…
1 year, 10 months ago
Nvidia's Valuation, the Global EV Landscape, and Hitting Pause on the Rally 5/9/24
Nvidia CEO Jensen Huang says now is the time to get on the AI train. MapSignals' Alec Young discusses the outlook. Plus, the global EV landscape is s…
1 year, 10 months ago
Stocks Near Records, Travel Trends, and European Rally 5/8/24
All three major U.S. indexes are close to their record highs, with the S&P 500 on track to post its best growth rate in two years. KKM Financial's Je…
1 year, 10 months ago
Revitalized Relief Rally, Presidential Election Survey, and Disney Q2 Results 5/7/24
The relief rally is beginning to show signs of life as the push-and-pull between earnings growth and rate cuts remains front and center. Bone Fide We…
1 year, 10 months ago
Berkshire's Big Weekend, Apple's Best Day Since 2022, and Fed Rate Cut Hopes 5/6/24
Warren Buffett held court this weekend at Berkshire Hathaway's annual meeting, where he fielded questions from shareholders and unveiled new investme…
1 year, 10 months ago
Apple's $110 Billion Buyback, April Jobs Report, and Berkshire's Big Day 5/03/24
Apple is set to add $162 billion to its market cap at the open after announcing a $110 billion buyback. Laffer Tengler Investments' Nancy Tengler dis…
1 year, 10 months ago
Holding Rates Steady, Apple Earnings, and Novo Nordisk Results 5/02/24
The Federal Reserve is holding interest rates steady for the six straight meeting as the path towards 2% inflation remains challenged. Former Fed Vic…
1 year, 10 months ago
Amazon Earnings Beat, Fed Decision Today, and the New Trading Month 5/01/24
Amazon says profit more than tripled during its most recent quarter. RBC's Brad Erickson and GraniteShares' Paul Marino dive into the results. Plus, …
1 year, 10 months ago
Amazon Earnings, McDonalds and Starbucks Results, and Fed Policy Meeting 4/30/24
The parade of big tech earnings rolls on, with Amazon reporting Q1 results today. The Futurum Group's Daniel Newman lays out his expectations. Plus, …
1 year, 10 months ago