Podcast Episodes
Back to SearchThe Last Trading Day of 2023, the Cybersecurity Space, and the Defense Sector 12/29/23
Today marks the last trading day of 2023 with the major indices near record highs. CIC Wealth's Malcolm Ethridge gives his top stock pick for 2024. P…
2 years, 2 months ago
Media & Entertainment Playbook, Amazon's Strong Run, and the Santa Claus Rally 12/28/23
It's been a year of disruption for the media and entertainment industry. AlixPartners' Grace Lee lays out the road ahead. Plus, after a strong fourth…
2 years, 2 months ago
Housing Stock Playbook, OpenAI’s Valuation, and 2023 Stock Winners 12/27/23
With mortgage rates poised to come down from their record highs, the housing sector could see some relief next year. Brown Harris Stevens CEO Bess Fr…
2 years, 2 months ago
Retail Wrap-Up, Holiday Travel Conditions, and Manufacturing's AI Renaissance 12/26/23
The final week of the holiday shopping season kicks off today with New Year's celebrations right around the corner. R5 Capital's Scott Mushkin lays o…
2 years, 2 months ago
Nike Shares Sinking, Busy Week for Tech, and Data Centers Outlook 12/22/23
Nike shares are sinking after missing revenue estimates for the second straight quarter and slashing full-year guidance. Jane Hali & Associates' Jess…
2 years, 3 months ago
Defense Spending, Nike Earnings, and Bank Stock Playbook 12/21/23
The need for defense and critical infrastructure is becoming increasingly prevalent as the U.S. and its allies face international and domestic securi…
2 years, 3 months ago
FedEx Under Pressure, Red Sea Attacks, and a Santa Claus Rally 12/20/23
FedEx shares are under pressure after the company lowered full-year revenue guidance. BofA Securities' Ken Hoexter explains. Plus, the U.S. and its a…
2 years, 3 months ago
Red Sea Risks, FedEx Earnings, and 2024 Travel Playbook 12/19/23
Global shipping giant Maersk is re-routing all ships heading for the Red Sea due to the "highly escalated security situation." Edge Worldwide Logisti…
2 years, 3 months ago
The Tech Sector Playbook, Global Hotspots, and the 2024 Presidential Election 12/18/23
A big part of the market narrative continues to be mega-cap tech, but will the sector rally in 2024? Cleo Capital's Sarah Kunst weighs in. Plus, a nu…
2 years, 3 months ago
Market Leadership Reversal, November Mastercard SpendingPulse, and Seven Straight Weeks of Gains 12/15/23
A market leadership reversal could be underway with the utilities sector outpeforming this week and communication services lagging. Mizuho's Anthony …
2 years, 3 months ago