Podcast Episodes
Back to SearchChina's Taiwan Problem, Mastercard's Latest Spending Data, and the Warner Brothers Discovery One-Year Anniversary 04/06/23
Taiwan is keeping a close eye on a Chinese aircraft carrier after China condemned the meeting between Taiwan president Tsai Ing-Wen and U.S. House Sp…
3 years, 1 month ago
OPEC's Surprise Output Cut, Inflation's Road Ahead, and the Friday Jobs Report 04/05/23
OPEC's surprise output cut is sending crude prices to their highest levels since January, but is this week's more than 11% pop enough to kick U.S. pr…
3 years, 1 month ago
Apple's Record Q1, the Energy Sector's Pop, and Recession Probabilities 04/04/23
Apple is higher this year, with the stock finishing Q1 with its best gains since Q3 of 2020. D.A. Davidson's Tom Forte explains what's ahead for the …
3 years, 1 month ago
OPEC's Surprise Production Cut, Taiwan's U.S. Visit, and Disney's Annual Shareholder Meeting 04/03/23
Oil prices are spiking after OPEC+ made a surprise production cut of more than one million barrels per day from the market starting in May. CIBC Priv…
3 years, 1 month ago
Best and Worst Sectors This Quarter, Backlash Against A.I., and February PCE 03/31/23
As the markets' wrap up the first quarter of the year, two sectors are moving in opposite directions, with tech bouncing back and financials falling.…
3 years, 2 months ago
Communication Services' Outperformance, Dow Transports' Underperformance, and the Final Days of the First Quarter 03/30/23
The communication services sector has been an outperformer so far this year, but there are signs of even more opportunity in the sector. New Street R…
3 years, 2 months ago
Regional Bank Outlook, Apple's Buy Now, Pay Later, and the Semiconductor Sector 03/29/23
The fallouts of SVB and Signature Bank are still rippling through the regional bank sector, but one bank is faring better than most of its peers. Uni…
3 years, 2 months ago
Bank Failure Hearings, the Fed's Path Forward, and a Recession Forthcoming? 03/28/23
U.S. lawmakers are kicking off two days of hearings on Capitol Hill today to investigate the collapses of Silicon Valley Bank and Signature Bank. For…
3 years, 2 months ago
Global Banking Crisis, Tech's Outperformance, and the Latest Inflation Read 03/27/23
First Citizens Bank will buy a large chunk of Silicon Valley Bank as concern over the global banking crisis continues to weigh on Wall Street. Rathbo…
3 years, 2 months ago
Oil Prices Falling, Housing Sector Stocks, and Retail Investor Trends 03/24/23
Oil prices are falling today following yesterday's losses and amid continued selling in the equity markets. RBC Capital Markets' Helima Croft explain…
3 years, 2 months ago