Podcast Episodes
Back to SearchReddit’s Red-Hot IPO, Apple $113B Loss, and Nike and Lululemon’s Consumer Concerns 3/22/24
Reddit is enjoying the fruits of its IPO yesterday, jumping nearly 50% in its debut. Cleo Capital’s Sarah Kunst lays out the road ahead. Plus, Apple’…
2 years, 2 months ago
The Fed's Rate Cut Outlook, FedEx Earnings, and Where to Invest 3/21/24
Wall Street is cheering on the prospect of three rate cuts this year. Wall Street Journal's Gunjan Banerji and KKM Financial's Jeff Kilburg discuss. …
2 years, 2 months ago
The Fed's Policy Decision, Chip Competition, and the Trading Day Ahead 3/20/24
The Fed releases its latest monetary policy decision today. The New York Times' Jeanna Smialek gives her expectations. Plus, Micron reports earnings …
2 years, 2 months ago
Powell Policy Playbook, Nvidia’s New AI Chip, and the State of Real Estate 3/19/24
The Fed kicks off its latest monetary policy meeting today. Wilmington Trust’s Meghan Shue and Howard Capital Management’s Vance Howard lay out the P…
2 years, 2 months ago
March Fed Meeting, S&P 500 Shake-Up, and the New Trading Week 3/18/24
The Federal Reserve kicks off its latest monetary policy decision this week. Former Atlanta Fed President Dennis Lockhart previews the decision. Plus…
2 years, 2 months ago
Rethinking the Magnificent 7, Commercial Real Estate Risk, and Disney+ (Taylor's Version) 3/15/24
Adobe shares are falling on weak guidance, but the stock is still outperforming Tesla. Big Technology's Alex Kantrowitz discusses whether Adobe shoul…
2 years, 2 months ago
Consumer Bull vs. Bear, Steel Deal in Doubt, and The Final Inflation Read 3/14/24
A busy day is shaping up for the retail sector on top of what's already been a market-moving week around inflation. SW Retail Advisors' Stacey Widlit…
2 years, 2 months ago
Potential TikTok Ban, Rising Housing Costs, and Japan Wage Hikes 3/13/24
Lawmakers are set to vote on a bill that could ban TikTok in the U.S. Longview Global's Dewardric McNeal lays out the impact on geopolitics and the e…
2 years, 2 months ago
February CPI, A TikTok Ban, and Arm's Lockup Expiration 03/12/24
February CPI is out this morning, with economists expecting the inflation rate to remain unchanged. Apollo Global Management's Torsten Slok lays his …
2 years, 2 months ago
Nvidia's Tumble, Oracle Earnings, and Reddit's IPO Roadshow 03/11/24
Nvidia is looking to turn things around after a brutal Friday, where shares closed down more than five percent. Piper Sandler's Craig Johnson and Cle…
2 years, 2 months ago