Podcast Episodes
Back to SearchCongress Returns, Arm's IPO, and Growing Bearish Sentiment 9/5/23
Congress returns from summer break this week as it looks to ensure the government is funded past the September 30 deadline. American Enterprise Insti…
2 years, 6 months ago
August Jobs Report, the New Trading Month, and Stocks in September 9/1/23
The monthly jobs report is out this morning, with economists expecting hiring to have cooled off during August. ZipRecruiter's Julia Pollak explains.…
2 years, 6 months ago
July PCE Prices, Lululemon Earnings, and Hurricane Idalia’s Insurance Impact 8/31/23
July PCE – the Fed’s preferred gauge inflation – is out this morning as investors assess the possibility of more rate hikes this year. Milken Institu…
2 years, 6 months ago
Busy Week for Jobs, Salesforce Earnings, and Markets' Relief Rally 8/30/23
It's a busy week on the jobs front, with several employment reports on tap. Clune Construction CEO Dave Hall details the hiring landscape in his indu…
2 years, 6 months ago
New Bank Regulations, Lower Healthcare Costs, and Global PC Demand 8/29/23
The FDIC is set to unveil tougher regulations for small and mid-sized banks. KBW's Christopher McGratty explains. Plus, President Biden will speak at…
2 years, 6 months ago
The Path Forward for Rates, the Final Trading Week in August, and Gina Raimondo in China 8/28/23
Jerome Powell says additional interest rate increases could be ahead as inflation remains stubbornly high. Former Fed Vice Chair Roger Ferguson expla…
2 years, 6 months ago
Jackson Hole Day 2, A Dismal Time for Stocks, and Black Business Month 8/25/23
The Fed kicks off day 2 of its Economic Policy Symposium in Jackson Hole today, where Chairman Jay Powell is set to deliver fresh remarks on inflatio…
2 years, 7 months ago
Nvidia Shares Soaring, Retail's Decline, and the Fed Symposium 8/24/23
Nvidia shares are soaring after the company posted a blowout quarter. Wedbush's Matt Bryson explains. But, it's a different story for retail, with Fo…
2 years, 7 months ago
Nvidia Earnings on Tap, Microsoft's Revised Activision Blizzard Proposal, and the Dog Days of August 8/23/23
Nvidia reports earnings this afternoon with the stock up more than 200%. Stifel's Ruben Roy previews the results. Plus, the CMA is reviewing Microsof…
2 years, 7 months ago
Microsoft & Activision's Renewed Deal, Lowe's Earnings on Tap, and Summer Travel Outlook 8/22/23
UK regulators say they will take a fresh look at Microsoft's $69 billion deal for Activision Blizzard. UK Competition & Markets Authority CEO Sarah C…
2 years, 7 months ago