Podcast Episodes
Back to Search
Consumer Confidence Lifts Markets as AI Spending, Big Tech Earnings and Energy Risks Collide
Jay Mehta says resilient consumer confidence is helping push U.S. markets toward record highs despite sticky inflation and oil prices above $100. He …
1 day, 12 hours ago
William Lee: How a Warsh‑Led Fed Could Redefine Monetary Policy
William Lee discusses a potential shift in Federal Reserve philosophy as Kevin Warsh’s nomination advances, signaling a move away from forward guidan…
1 day, 13 hours ago
MSFT More than 20% Below Record High: Can AI Growth Offer Rebound?
Microsoft (MSFT) needs to show its AI CapEx spending is paying off, says John Belton. His focus will be on Microsoft Azure cloud growth and ways Copi…
1 day, 13 hours ago
AI Growth Crux of AMZN Earnings as 2026 CapEx Tops $200B
Marley Kayden narrows in on Amazon's (AMZN) earnings ahead of Wednesday night's earnings. She tells investors to watch revenue growth and explains wh…
1 day, 13 hours ago
TSM, SK Hynix, Samsung & Importance of Global Big Tech Beyond Mag 7
Michelle Gibley with Charles Schwab talks about three global chipmaking giants driving international growth: TSMC (TSM), SK Hynix, and Samsung. She h…
1 day, 13 hours ago
KG: MSFT Earnings Important After Pullback, Don't Expect Interest Rate Movement
Kevin Green talks about where markets are positioned and the risks of Mag 7 companies doubling down on AI CapEx spending. He notes to keep an eye out…
1 day, 13 hours ago
David Garofalo: Why Gold Remains the Ultimate Hedge in a Debt‑Heavy World
David Garofalo explains why gold remains a powerful hedge against global debt, currency debasement, and geopolitical risk as Gold Royalty (GROY) mark…
1 day, 13 hours ago
Wednesday's Morning Movers: SOFI Slides, NXPI & V Rally After Earnings
Diane King Hall talks about NXP Semiconductors' (NXPI) surge after earnings, pointing to a pivotal recovery in the company's auto market sectors as a…
1 day, 13 hours ago
Danielle DiMartino Both on Jerome Powell's Legacy & Fed's Midterm Impact
Danielle DiMartino Booth believes the fireworks surrounding Wednesday's interest rate decision will fall solely on current Fed Chair Jerome Powell an…
1 day, 13 hours ago
Mag 7 Earnings, Fed Meeting & Crude Oil Build on "Monster" Market Day
It's a "monster" day for markets, says Kevin Hincks, pointing to four of the Mag 7 reporting earnings after the closing bell. Not only that, but the …
1 day, 13 hours ago