Podcast Episodes
Back to SearchBiden's Latest Budget, Mastercard's Read on Retail, and the Path Ahead for Rate Hikes 03/09/23
President Biden is preparing to release his latest budget to Congress, with a key piece of the budget involving higher taxes on wealthy Americans to …
3 years ago
Day 2 of Powell's Testimony, Wall Street's Sell-Off, and the Energy Industry Outlook 03/08/23
Fed Chairman Jay Powell heads back to Capitol Hill this morning for Day 2 of testimony, this time before the House Financial Services Committee. The …
3 years ago
Jay Powell Heads to Capitol Hill, Oil’s Big Price Moves, and a Technical Recession Ahead? 03/07/23
Fed chairman Jay Powell heads to Capitol Hill today to testify before the Senate Banking Committee today and the House of Representatives tomorrow. T…
3 years ago
Wall Street’s Crucial Week, China’s Growth Target, and the Alternative to Stocks 03/06/23
The markets are facing a crucial test this week with the February jobs report on Friday, along with Fed Chair Jay Powell’s semi-annual testimony to C…
3 years ago
ESG Investing Backlash, Higher for Longer Rates, and a Potential Turn in the Markets 03/03/23
The Republican-led ESG backlash is set to hit President Biden’s desk and his veto pen after the Senate voted to overturn a labor department rule that…
3 years ago
Tesla's Investor Day, the Negative View for Stocks, and Flutter's Earnings Beat 030223
Tesla's Investor Day is sending shares of Tesla down after CEO Elon Musk revealed part three of his master plan. GLJ Research's Gordon Johnson and Ne…
3 years ago
Lowe's Earnings, Tesla Investor Day, and the State of Agriculture 03/01/23
Lowe's is out with earnings today on the back of Home Depot's mixed results. BofA Securities' Liz Suzuki explains what to expect. Plus, Tesla is repo…
3 years ago
Target Earnings, Interest Rates Peak, and Disney CEO Bob Iger’s First 100 Days 02/28/23
Target kicks off a busy week of retail earnings as the company deals with inventory, sales growth, and consumer demand concerns. Oppenheimer's Rupesh…
3 years ago
Cybersecurity Stocks, Fresh Housing Data, and Heightened Market Volatility 02/27/23
Cybersecurity stocks have been performing well this year, and even more so in just the past week since Palo Alto Networks beat analysts' forecasts. T…
3 years ago
Investing in Defense, Cloud Stock Performance, and the S&P 500 in 2023 02/24/23
On the one-year anniversary of the invasion of Ukraine, what is the state of national security and defense? Morgan Stanley's Kristine Liwag weighs in…
3 years ago