Podcast Episodes
Back to SearchDebt 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, 4 months 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, 4 months 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, 4 months 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, 4 months 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, 4 months ago
The 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, 4 months 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, 4 months 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, 4 months 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, 4 months 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, 5 months ago