Podcast Episodes
Back to SearchThe April Jobs Report, the Regional Bank Reckoning, and Apple's Earnings Beat 05/05/23
The April jobs report is out this morning, with economists expecting employers to have added 180,000 net new jobs last month. University Hospital CEO…
3 years ago
The Fed's Tenth Straight Rate Hike, Apple Earnings on Deck, and the White House's AI Probe 05/04/23
The Federal Reserve approved its tenth straight interest rate hike in just over a year yesterday, marking the Fed's most aggressive tightening cycle …
3 years ago
The Fed's Latest Policy Decision, Regional Banking Turmoil, and Oil's Massive Losses 05/03/23
The markets are all but certain the Fed will announce a 25-basis point rate hike at its meeting today, which would bring the benchmark rate to a 16-y…
3 years ago
The Fed’s Monthly Meeting, Avoiding a U.S. Debt Default, and Uber Earnings on Tap 05/02/23
The Fed kicks off its two-day policy meeting today, where a tenth interest rate increase is expected. Goldman Sachs Asset Management’s Ashish Shah br…
3 years ago
JPMorgan's First Republic Takeover, Big Tech's Outperformance, and the State of Cybersecurity 05/01/23
JPMorgan will be buying most of First Republic's assets after the regional bank was seized by U.S. regulators. Steward Partners Global Advisory's Eri…
3 years, 1 month ago
Kansas' Anti-ESG Bill, Exxon Mobil & Chevron Earnings, and Amazon's Revenue Outlook 04/28/23
Kansas has become the latest state to push back against ESG investing in a new bill passed this week. Kansas State Treasurer Steven Johnson explains …
3 years, 1 month ago
Meta Shares Popping, First Republic's All-Time Low, and Southwest's Continued Headaches 04/27/23
Meta shares are popping after the company posted an unexpected increase in sales and issued better-than-expected guidance for the current period. Har…
3 years, 1 month ago
Microsoft's Earnings Beat, Alphabet Shares Rising, and a New Warning for Markets 04/26/23
Microsoft shares are higher after beating revenue and earnings expectations for the third quarter. Oppenheimer's Timothy Horan breaks down the result…
3 years, 1 month ago
Microsoft and Alphabet Earnings, the McDonald's Trade, and a Key Housing Data Today 04/25/23
Microsoft and Alphabet kick off a big week for tech earnings as investors assess the sustainability of the sector's rally this year. Third Bridge's S…
3 years, 1 month ago
Busiest Week of Earnings Season, the Ongoing Gas Shortage, and Global Hotspots 04/24/23
The busiest week of earnings season kicks off today, with a third of the S&P 500 and almost half of the Dow Jones set to report. Principal Asset Mana…
3 years, 1 month ago