Podcast Episodes
Back to SearchHotter-Than-Expected CPI, High Housing Costs, and the Market Sell-Off 02/14/24
January's hotter-than-expected CPI report could spell trouble for the Fed's next move. The Glenview Trust Company's Bill Stone and TD Securities' Gen…
2 years, 1 month ago
January CPI, Coca-Cola Earnings, and Stocks' Record Highs 02/13/24
Inflation is front and center today as investors await the first CPI report of 2024. The Conference Board's Dana Peterson tees up the print. Plus, Co…
2 years, 1 month ago
Super Bowl Champions, the IPO Sector, and This Week's Market Catalysts 02/12/24
The Kansas City Chiefs are the Super Bowl champions once again. Moffett Nathanson's Robert Fishman lays out the impact on streaming. Plus, the IPO se…
2 years, 1 month ago
S&P 5K, Super Bowl Sunday, and Buy Now, Pay Later 02/09/24
The S&P 500 has crossed above the key psychological 5,000 mark for the first time ever. Fundstrat's Mark Newton and Hightower's Stephanie Link discus…
2 years, 1 month ago
Disney Brings Back the Magic, Activist Investor Pressures Mount, and Health Care's Outperformance 02/08/24
Disney shares are rallying on strong earnings and upbeat guidance. UBS' John Hodulik explains. Plus, it's not just Disney facing pressure from activi…
2 years, 1 month ago
Sports Streaming Deal, Transport's 52-Week High, and New York Community Bank Downgrade 02/07/24
Fox, Disney, and Warner Brothers Discovery are launching a new sports streaming service. Equity Armor Investments' Brian Stutland tees up Disney's ea…
2 years, 1 month ago
Digital Ad Market Recovery, Automaker Sales, and the Stock Sell-Off 02/06/24
Tech stocks continue to outperform as the digital ad market shows signs of recovery. RBC's Brad Erickson explains. Plus, automakers are warning of sl…
2 years, 1 month ago
Tech Milestones, Restaurant Results, and Powell Not Pivoting 02/05/24
Tech is preparing for another milestone-making day. Hargreaves Lansdown's Sophie Lund-Yates explains. Plus, McDonald's reports earnings this morning …
2 years, 1 month ago
January Jobs Report, Big Tech Earnings, and Regional Bank Rout 02/02/24
Economists are expecting a modest hiring slowdown in today's jobs report. Citi's Veronica Clark lays out her expectations. Plus, shares of Apple, Met…
2 years, 1 month ago
Fed Rate Cuts, Tech Earnings, and Black Heritage Month 02/01/24
The Fed has held interest rates steady for another month but signaled that March may be too soon for cuts. JPMorgan's Joyce Chang explains. Plus, App…
2 years, 1 month ago