Podcast Episodes
Back to SearchProgress on the Debt Ceiling, Deere Earnings on Tap, and Bonds vs. Stocks 5/19/23
While President Biden is in Japan for the G7 conference, the White House says Democratic negotiators are making progress in their debt ceiling talks.…
3 years ago
Walmart's Earnings Report, Investing in Chinese Equities, and Mining's M&A Boom 5/18/23
Walmart reports earnings this morning after Home Depot and Target said consumers are pulling back on discretionary spending. TD Cowen's Oliver Chen d…
3 years ago
Tesla's Annual Shareholder Meeting, Target Earnings on Tap, and Key Housing Data 05/17/23
Elon Musk says Tesla will deliver its first Cybertrucks this year following the company's annual shareholder meeting yesterday. Roth Capital's Craig …
3 years ago
Home Depot Earnings on Tap, Debt Limit Meeting Take Two, and Regulating AI 05/16/23
Home Depot kicks off a busy week for retail earnings. BofA Securities’ Liz Suzuki breaks down her expectations for the report. Plus, President Biden …
3 years ago
Debt Ceiling Talks, Tech's Outperformance, and Housing Data on Deck 05/15/23
President Biden, House Speaker McCarthy, and other Congressional leaders are planning to resume their face-to-face talks on a possible budget deal to…
3 years ago
Debt Ceiling Meeting Extended, Elon Musk's New Hire, and Portfolio Protection 05/12/23
The meeting between President Biden and Congressional leaders slated for today has been postponed until early next week. Stifel's Brian Gardner discu…
3 years ago
Disney Shares Under Pressure, Mastercard's Travel Industry Trends, and Positive Inflation Signs 05/11/23
Disney shares are under pressure despite a stronger than expected earnings report. UBS' John Hodulik discusses what investors are focused on. Plus, M…
3 years ago
April CPI Report, Debt Limit Deadlock, and Disney Earnings on Tap 05/10/23
The April CPI report will be released this morning, with economists expecting little or no change in the year-over-year headline number. Van Lanschot…
3 years ago
Debt Limit Deadlock, Regional Banking Reckoning, and Commodities’ Bull Market Super-Cycle 05/09/23
President Biden is set to hold a face-to-face meeting today with top congressional leaders to break the current debt limit deadlock. Strategas Resear…
3 years ago
The Read on Regional Banks, EU Tech Data Pushback, and the Debt Ceiling Battle 08/08/23
The read on the regional banking sector continues ahead of new data on loans today. Synovus CEO Kevin Blair explains what his bank is experiencing. P…
3 years ago