Podcast Episodes
Back to SearchThe Fed's Next Steps, Natural Gas Outlook, and Stocks' Losing Streak 01/17/24
Fed Governor Christopher Waller says he's confident inflation is on a path to the 2% target but that there's no reason to rush monetary policy. Forme…
2 years, 2 months ago
Red Sea Attacks, the Taiwan Election, and Big Bank Earnings 01/16/24
Houthi rebels are continuing their attacks in the Red Sea despite airstrikes by the U.S. and its allies last week. Milken Institute's William Lee exp…
2 years, 2 months ago
Houthi Airstrikes, Big Bank Earnings, and Taiwan Elections 01/12/24
The U.S. and UK have launched a series of airstrikes against Houthi military targets in Yemen. RBC Capital Markets’ Helima Croft explains. Plus, some…
2 years, 2 months ago
December CPI, Spot Bitcoin ETF Approval, and Stocks' 2024 Rebound 01/11/24
The key driver for the markets today is the release of the December CPI report. Moody's Analytics' Mark Zandi tees up the number. Plus, the SEC has a…
2 years, 2 months ago
Countdown to Shutdown, CES: Top Stocks to Watch, and Higher Bond Yields 01/09/24
The House returns from the Christmas recess today with less than two weeks to avoid a partial government shutdown. Strategas' Courtney Gelman explain…
2 years, 2 months ago
Boeing Shares Sinking, 2024 Pharma Outlook, and Apple’s Rough Week 01/08/24
Boeing shares are sinking after an in-flight blowout grounded most of the carriers planes. Jefferies’ Sheila Kahyaoglu explains. Plus, the JPMorgan H…
2 years, 2 months ago
December Jobs Report, the Case for Small-Caps, and Snapping a 9-Week Win Streak 01/05/24
The monthly jobs report is out this morning, with economists expecting employers to have added 170,000 jobs in December. Old National CEO James Ryan …
2 years, 2 months ago
A Missed Santa Rally, Holiday E-Commerce Returns, and the Trading Day Ahead 01/04/24
It’s been a rough start to the new trading year as the Santa rally fails to materialize. Former Bridgewater Chief Investment Strategist Rebecca Patte…
2 years, 2 months ago
Apple’s 4% Decline, Countdown to Iowa, and the Case for Financials 01/03/24
Shares of Apple are coming off a 4 percent decline – their biggest drop in four months. Big Technology’s Alex Kantrowitz explains. Plus, we are less …
2 years, 2 months ago
Red Sea Attacks, A New Year for Stocks, and Holiday Retail Wrap-Up 01/02/24
Oil prices are starting the new year higher following a clash between Houthi rebels and the U.S. Navy. FreightWaves CEO Craig Fuller gives the latest…
2 years, 2 months ago