Podcast Episodes
Back to SearchS&P 7,000, Oil Prices, and 4th of July Travel 7/3/24
The S&P 500 is above 5,500 for the first time ever, but one economist says the index can hit 7,000 by next year. Capital Economics' Neil Shearing lay…
1 year, 10 months ago
Tesla Q2 Deliveries, Europe Takes on Big Tech, and Second Half Outlook 7/2/24
Tesla is expected to report a 6% decline in Q2 deliveries as competition in China heats up. Roth MKM's Craig Irwin and Stifel's Stephen Gengaro debat…
1 year, 10 months ago
Debate Fallout, Race Around AI, and Second Half of the Year 7/1/24
The fallout over President Biden's debate against Donald Trump continues. Stifel's Brian Gardner explains. Plus, the race around AI is showing no sig…
1 year, 11 months ago
PCE Prices, Nike Slashes Guidance, and Presidential Election Probabilities 6/28/24
Today's PCE report could provide some good news for the Fed. Former Fed Vice Chairman Roger Ferguson previews the data. Plus, shares of Nike are plun…
1 year, 11 months ago
Nike Earnings, Bank Stress Tests, and Reshoring Renaissance 6/27/24
Nike reports earnings after the close today, as a consumer spending slowdown and rising competition weigh on the stock. Powers Advisory Group's Matt …
1 year, 11 months ago
Volkswagen's Rivian Investment, Nvidia's Record Rebound, and the Energy Transition 6/26/24
Shares of Rivian are surging on news Volkswagen will invest up to $5 billion in the EV startup. The Wall Street Journal's Tim Higgins gives the lates…
1 year, 11 months ago
Nvidia Rebounds, FedEx Earnings, and McDonald's Value Meal 6/25/24
Nvidia is rebounding this morning after losing more than $550 billion in market value. VanEck's Nicholas Frasse explains. Plus, FedEx is expected to …
1 year, 11 months ago
Best & Worst Q2 Sectors and AI in Travel 6/24/24
Tech is the best-performing sector this quarter, led by bullishness around Nvidia. Big Technology's Alex Kantrowitz explains. On the flip side, energ…
1 year, 11 months ago
XLK Rebalance, Triple Witching Day, and Commerical Real Estate 6/21/24
Nvidia is once again at the center of the market narrative today, as the XLK Tech ETF's rebalance boosts the stock's weighting in the fund. Clockwise…
1 year, 11 months ago
Historic Heat Wave, Dealmaking Revival, and E-Commerce Spending 6/20/24
A historic heat wave is sweeping across the U.S. Mizuho's Anthony Crowdell lays out the impact on the utilities sector. Plus, a new report from PwC s…
1 year, 11 months ago