Podcast Episodes
Back to SearchDisney 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 4 months ago
Alphabet & Microsoft Earnings, the Latest Fed Decision, and Musk's Tesla Lawsuit 01/31/24
Alphabet and Microsoft are lower following mixed quarterly results. YCG Enhanced Fund's Brian Yacktman explains. Plus, the latest Fed policy decision…
2 years, 4 months ago
The Fed's Two-Day Meeting, UPS Results, and Big Tech Earnings 01/30/24
The Federal Reserve begins its two-day policy meeting today. The New York Times' Jeanna Smialek previews the event. Plus, UPS reports earnings this m…
2 years, 4 months ago
Busiest Week of Earnings, Wave of Tech Layoffs, and Middle East Tensions 01/29/24
It's the busiest week of earnings season, with about 20% of the Dow and S&P 500 reporting. CFRA's Angelo Zino tees up the results. Plus, several tech…
2 years, 4 months ago
December PCE, Intel Under Pressure, and Tesla's Market Cap Blowout 01/26/24
Today's core PCE report is the last look at inflation before next week's FOMC meeting. Citi's Steven Wieting explains. Plus, Intel shares are under p…
2 years, 4 months ago