Podcast Episodes
Back to SearchHigh Conviction Trades.. And The Media Shift Into Streaming 5/9/24
Stocks jumping as investors await another big round of economic data, so where are traders waiting things out? Their highest conviction trades, and i…
1 year, 11 months ago
Cracks In The Consumer… And The State Of The Semi Trade 5/8/24
Earnings keep rolling in, and different stories are being told about the consumer. The areas seeing strength, and the groups raising the red flag. Pl…
1 year, 11 months ago
Magic Lost At Disney? And Has AI Come Too Far, Too Fast? 5/7/24
Shares of Disney tumble as the media giant looks to make its streaming business profitable.
The hurdles they face, and how a consumer under pressure …
2 years ago
Digesting the Drop in Rates, and the Latest Headache for Starbucks 5/6/24
10-year yields are down about 25 basis points from their recent highs, but are they falling for the right reasons? And what does the move mean for th…
2 years ago
Apple's Buyback Distraction? And Starbucks' Really Rough Week 5/3/24
Shares of Apple surging after the company announced the biggest share buyback in history, but was the news just a bit of financial engineering to dis…
2 years ago
CNBC Pro Talks: How to profit from the Warren Buffett portfolio in life and business 5/3/24
How can investors use the timeless investing strategies and sage teachings of the iconic Warren Buffett to make their own investing decisions? What d…
2 years ago
Apple Reports Results… And Novo Nordisk’s Obesity Drug Price Cut 5/2/24
Episode 4
Apple on the move after its results. We’re diving into the numbers and the call from the iPhone maker. Plus shedding the pounds and the prices. Novo …
2 years ago
The Latest Fed Decision… And Starbucks Gets Roasted 5/1/24
Stocks losing steam late in the day after the central bank leaves rates unchanged. What Jerome Powell is saying about the Fed’s next rate move. Plus …
2 years ago
Amazon Reports Earnings.. And The Fed Decision On Deck 4/30/24
Amazon jumping after posting better-than-expected results. How the e-commerce giant’s report stacks up against its big tech peers. Plus All eyes on t…
2 years ago
The Revenge Of Apple… And Tesla Clears A Key Hurdle In China 4/29/24
Apple bucking the mega cap trend lately, rising today after an analyst upgrade. But with just 3 trading days left before the tech titan reports, will…
2 years ago