Podcast Episodes
Back to SearchNike 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, 5 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, 5 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, 5 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, 5 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, 5 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, 5 months ago
Holiday Shopping Forecast, the Fed's Pivot, and Adobe's Weak Outlook 12/14/23
We're less than two weeks away from Christmas and the end of what's set to be a record holiday shopping season. Amazon's Adam Baker describes what he…
2 years, 5 months ago
The Latest Fed Decision, Oil's Six-Month Low, and the State of Freight 12/13/23
The latest Federal Reserve monetary policy decision is out this afternoon. Morgan Stanley's Seth Carpenter gives his expectations. Plus, oil prices a…
2 years, 5 months ago
The Fed's Two-Day Policy Meeting, the Global M&A Landscape, and 2024 S&P 500 Price Targets 12/12/23
The Federal Reserve kicks off its two-day monetary policy meeting today. New York Times' Jeanna Smialek tees up the event. Plus, the global M&A lands…
2 years, 5 months ago
Apple Brain Drain, Crypto's Wild Moves, and Busy Week for Wall Street 12/11/23
Apple's Product Design Chief is reportedly leaving the company next year. Fast Company's Stephanie Mehta and D.A. Davidson's Gil Luria discuss what t…
2 years, 5 months ago