Podcast Episodes
Back to SearchThe Latest Fed Decision, Microsoft vs. Alphabet, and Investing in REITS 7/26/23
Wall Street is bracing for the latest monetary policy decision by the Federal Reserve, where a 25 basis point increase is all but certain to come. Mi…
3 years, 2 months ago
The Fed’s Two-Day Meeting, Microsoft & Alphabet Earnings, and UPS vs. the Teamsters 7/25/23
The Federal Reserve kicks off its latest policy decision meeting today, where it’s widely expected to resume its historic rate hiking campaign. The N…
3 years, 2 months ago
UPS Labor Strike, Emerging Markets Plays, and the “Barbenheimer” Effect 7/24/23
The U.S. economy is bracing for what could be the costliest labor strike in a century between UPS and more than 300 thousand union workers. Bernstein…
3 years, 2 months ago
China’s Economy, AI & Corporations, and the Trading Day Ahead 7/21/23
Weak economic data in China in spurring worries about deflation in that country. Former Morgan Stanley Asia Chairman Stephen Roach discusses. Plus, a…
3 years, 2 months ago
Netflix Shares Falling, Tesla Trading Lower, and Regional Bank Earnings 7/20/23
Netflix shares are falling after the company beat earnings estimates but missed on revenue. Citigroup’s Jason Bazinet discusses. Plus, Tesla’s stock …
3 years, 2 months ago
Netflix, Tesla, and Goldman Sachs Earnings on Tap 7/19/23
Netflix reports earnings after the close today as investors look for insight into the impact of the company’s ad-supported tier and password sharing …
3 years, 2 months ago
More Big Bank Earnings, Labor Unrest, and June Retail Sales 7/18/23
Investors are bracing for another batch of big bank earnings before the opening bell today. JMP Securities’ Devin Ryan breaks down his expectations. …
3 years, 2 months ago
Under-the-Radar Stock Winners, Tech Stories of the Day, and Earnings Season 7/17/23
Beyond some high-flying names, a number of other stocks are hitting fresh highs. CIC Wealth’s Malcolm Ethridge breaks down the trades. Plus, Microsof…
3 years, 2 months ago
Big Bank Earnings, Hollywood Actors on Strike, and the Markets vs. the Fed 7/14/23
Investors are bracing for what’s shaping up to be a very tough earnings season for the country’s biggest banks. Argus Research’s Stephen Biggar lays …
3 years, 2 months ago
Next Steps for the Fed, Delta Airlines Earnings, and the State of Freight 7/13/23
June’s cooler-than-expected CPI print is prompting questions about the next steps for the Federal Reserve. Wells Fargo Senior Economist Sarah House a…
3 years, 2 months ago