Podcast Episodes
Back to SearchStocks Drop As AI Trade Loses Steam… And A Cash Strapped Consumer 11/6/25
Stocks selling off as AI valuations spook investors, with Big tech leading the losses. Why one of our traders is flagging hyperscaler debt, and how i…
5 months, 4 weeks ago
Different Reads On The Consumer… And Pharma’s Obesity Drug Price Negotiations 11/5/25
Earnings are filtering in, and companies are seeing a tale of two very different consumers. The group raising concerns about their customer base, and…
6 months ago
Valuation Concerns Rise… And A Technical Take On Stock Gaps 11/4/25
Skyhigh valuations finally weighing on stocks as investors roll out of the risk-on trade. The details behind the drop in Palantir, the crypto trade, …
6 months ago
Risk-On & Risk-Off Trades Get Hit… And Insmed CEO On Stock Surge 11/3/25
Both the risk-on crypto space and the risk-off defensive staples sector getting hit today. What the dual downer means for the market, and how the Fas…
6 months ago
Markets Wrap Up Strong October… And Netflix Eyes Warner Bros. Assets 10/31/25
Stocks wrapping up a not-so-spooky October, with the major indices all notching solid gains. The names helping boost the Nasdaq, and why boosted AI c…
6 months ago
More Big Tech Results… And Dissecting The Latest Pharma Moves 10/30/25
Apple & Amazon the latest big tech names to report results. The headlines from the company conference calls, and what top tech analyst Gene Munster s…
6 months ago
Digging in on the first round of Big Tech earnings, and What’s Next for the Fed 10/29/25
Stocks hitting fresh record highs before pulling back as the Fed cuts interest rates for the second time this year. What Chair Powell had to say abou…
6 months ago
Fed Flying Blind Ahead Of Rate Decision… And A Homebuying Bummer 10/28/25
All eyes on the Federal Reserve ahead of tomorrow’s rate decision. The data, or lack there of, helping shape the central bank’s next move, and how br…
6 months, 1 week ago
Qualcomm’s New Chip… And Opportunities Abroad 10/27/25
Shares of Qualcomm surging as the chipmaker announces a new AI accelerator chip. How it positions the company in the data center duels, and the semi …
6 months, 1 week ago
Stocks Surge After Soft CPI Data… And Mag7 On Deck To Report 10/24/25
Stocks rallying to record highs as long-awaited CPI data comes in lower-than-expected. How the latest inflation read could pave the way for more rate…
6 months, 1 week ago