Podcast Episodes
Back to SearchThe State of Freight, Fed's Meeting Minutes, and Higher Oil Prices 04/13/23
The Dow Transports continue to underperform in Q2 as fears of a freight recession due to lower consumer spending weigh on the sector. DHL Express Ame…
3 years, 5 months ago
March CPI Report, Resilience in Equities, and the Outlook for Stocks 04/12/23
The March CPI report is out this morning as investors look for signs that inflation is cooling. Moody's Analytics' Mark Zandi gives his expectations.…
3 years, 5 months ago
Tech's Potential Headwinds, Earnings Season Ahead, and Negative Company Guidance 04/11/23
Tech could be facing some potential headwinds following a 29% slump in PC sales for the first quarter. Big Technology's Alex Kantrowitz gives the out…
3 years, 5 months ago
March Jobs Report, U.S.-China Relations, and Gold Prices 04/10/23
Investors are getting their first real chance to trade on the back of Friday's monthly employment report. Silvercrest Asset Management's Robert Teete…
3 years, 5 months ago
China'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, 5 months 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, 5 months 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, 5 months 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, 5 months 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, 6 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, 6 months ago