Podcast Episodes
Back to SearchAugust CPI, Apple's Product Lineup, and Recession Expectations 9/13/23
The big market story of the morning is the August CPI print. Van Lanschot Kempen's Anneka Treon and Decatur Capital's Degas Wright discuss. Plus, App…
2 years, 8 months ago
Google's Anti-Trust Trial, Rising Risk to Markts, and UPS' Financial Update 9/12/23
Google faces the Department of Justice today over anti-trust concerns. Evercore ISI's Mark Mahaney weighs in on the trial's impact on big tech. Plus,…
2 years, 8 months ago
Oracle Earnings, Biden’s Trip to Vietnam, and Key Inflation Data 9/11/23
Oracle reports earnings after the close today, with investors expecting double-digit cloud revenue growth. Bernstein’s Mark Moerdler previews the res…
2 years, 8 months ago
Apple Bouncing Back, the G20 Summit, and Markets This Week 9/8/23
Apple is bouncing back this morning after losing more than 6% of its stock price this week. Big Technology’s Alex Kantrowitz explains. Plus, leaders …
2 years, 8 months ago
The NFL Season Kickoff, Weak China Data, and the Fed's Beige Book 9/7/23
The NFL kicks off its season tonight, with big implications for gambling and streaming stocks. JMP Securities' Jordan Bender and UBS' John Hodulik ex…
2 years, 8 months ago
Back-to School & Back-to-the Office, Oil Production Cuts, and the State of Meme Stocks 9/6/23
With Labor Day marking the unofficial end of summer, millions of Americans are heading back to school and work this week. Storch Advisors' Gerald Sto…
2 years, 8 months ago
Congress 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, 8 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, 9 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, 9 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, 9 months ago