Podcast Episodes
Back to SearchChina’s Economy, AI & Corporations, and the Trading Day Ahead 7/21/23
Weak economic data in China in spurring worries about deflation in that country. Former Morgan Stanley Asia Chairman Stephen Roach discusses. Plus, a…
2 years, 8 months ago
Netflix Shares Falling, Tesla Trading Lower, and Regional Bank Earnings 7/20/23
Netflix shares are falling after the company beat earnings estimates but missed on revenue. Citigroup’s Jason Bazinet discusses. Plus, Tesla’s stock …
2 years, 8 months ago
Netflix, Tesla, and Goldman Sachs Earnings on Tap 7/19/23
Netflix reports earnings after the close today as investors look for insight into the impact of the company’s ad-supported tier and password sharing …
2 years, 8 months ago
More Big Bank Earnings, Labor Unrest, and June Retail Sales 7/18/23
Investors are bracing for another batch of big bank earnings before the opening bell today. JMP Securities’ Devin Ryan breaks down his expectations. …
2 years, 8 months ago
Under-the-Radar Stock Winners, Tech Stories of the Day, and Earnings Season 7/17/23
Beyond some high-flying names, a number of other stocks are hitting fresh highs. CIC Wealth’s Malcolm Ethridge breaks down the trades. Plus, Microsof…
2 years, 8 months ago
Big Bank Earnings, Hollywood Actors on Strike, and the Markets vs. the Fed 7/14/23
Investors are bracing for what’s shaping up to be a very tough earnings season for the country’s biggest banks. Argus Research’s Stephen Biggar lays …
2 years, 8 months ago
Next Steps for the Fed, Delta Airlines Earnings, and the State of Freight 7/13/23
June’s cooler-than-expected CPI print is prompting questions about the next steps for the Federal Reserve. Wells Fargo Senior Economist Sarah House a…
2 years, 8 months ago
June CPI, Investor Sentiment, and Cautious Around Stocks 7/12/23
Investors are counting down to today’s June CPI report, with expectations for the headline number to fall to its lowest level since March 2021. Moody…
2 years, 8 months ago
Amazon Prime Day, Citi’s AI Playbook, and the Fed’s Take on Rates 7/77/23
Amazon’s annual Prime Day event is underway, which analysts say is a test of consumer demand. SW Retail Advisors’ Stacey Widlitz lays out her expecta…
2 years, 8 months ago
The Fed’s Path Forward, Investing in China, and the Trading Week Ahead 7/10/23
Investors are still digesting Friday’s disappointing jobs data, where the U.S. economy added 50,000 fewer jobs than economists were expecting. Former…
2 years, 8 months ago