Podcast Episodes
Back to SearchSanofi-OpenAI Partnership, Lowe's Earnings, and Microsoft's AI Laptop 05/21/24
Sanofi is partnering with OpenAI on artificial intelligence-driven drug development. Sanofi Chief Digital Officer Emmanuel Frenehard lays out the det…
2 years ago
Dow 40K, Copper Conundrum, and Autonomous Trucking 5/17/24
The Dow has crossed the 40K for the first time ever. NorthStar Asset Management's Nimrit Kang discusses the stock playbook from here. Plus, it's not …
2 years ago
Housing Inflation, Walmart Earnings, and the Global Energy Transition 05/16/24
Despite the slowdown in inflation during April, housing continues to drive prices higher. Camden Property Trust CEO Ric Campo discusses what his busi…
2 years ago
April CPI, 2024 CNBC Disruptor 50, and the Nasdaq's New High 05/15/24
Investors are awaiting the latest read on U.S. inflation and consumer prices. Citi's Veronica Clark previews the report. Plus, the 2024 CNBC Disrupto…
2 years ago
Meme Stock Frenzy, Home Depot Earnings, and Cailtin Clark's WNBA Debut 05/14/24
The meme stock frenzy is making its return in a big way. Inside Edge Capital's Todd Gordon explains. Plus, Home Depot reports earnings today, offerin…
2 years ago
Big 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…
2 years 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…
2 years 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…
2 years 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…
2 years 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…
2 years ago