Podcast Episodes

The Housing Side Of The State Of The Union… And The Semi Surge Continues 3/7/24

All eyes on Washington as President Biden gears up to deliver the State of the Union. And with housing on the agenda, could a tax credit for first-ti…

2 years ago

New York Community Bank Gets A Lifeline… And Heavy Costs For Weight-Loss Drugs 3/6/24

New York Community Bank raising more than $1B in equity led by Fmr US Treasury Secretary Steve Mnuchin… but is it enough to save the beaten down bank…

2 years ago

Markets Shrug Off Some Mag-7 Weakness… And A New Player In The AI Chatbot Race 3/5/24

A trifecta of trouble in some Magnificent 7 heavyweights. Alphabet, Apple, and Tesla all in the red today, but the broader markets don’t seem too con…

2 years ago

Markets Shrug Off Some Mag-7 Weakness… And A New Player In The AI Chatbot Race 3/4/24

A trifecta of trouble in some Magnificent 7 heavyweights. Alphabet, Apple, and Tesla all in the red today, but the broader markets don’t seem too con…

2 years ago

Stocks Hit Record Highs To Kick Off March Trading… And The Bull Case For Eli Lilly 3/1/24

The S&P and Nasdaq both hitting a record high as March trading gets underway, and the Nasdaq managed to get there without much help from Apple. So ca…

2 years ago

As Nasdaq Sets First Record Close in Two-Plus Years, a Look at the Stocks Leaping Past the Competition 2/29/24

Stocks ending the day near their highs of the session with the Nasdaq notching its first record close since November 2021. But in a month that saw br…

2 years ago

Bitcoin’s Jump Adds To The FOMO Trade… And UnitedHealth’s Latest Injury 2/28/24

A new leg of the FOMO trade. It’s not just AI stocks. The crypto craze seems to be getting another boost as retail investors pile in. Can the rally c…

2 years ago

Can Biotech’s Rally Hold Up?... And An AI Inflection Point With Kara Swisher 2/27/24

The Biotech sector has bounced 50% since it’s October lows, but with such a massive run, can the gains hold? Plus… have we reached an AI inflection p…

2 years ago

The Struggle Is Real For Alphabet… And A New Player In The Weight Loss Drug Battle 2/26/24

Google grappling with some hard times as the stock lags its peers and its AI issues mount.

Can the tech titan turn things around? Or could a C-Suite s…

2 years ago

The Most Important Stock In The Market … And A ‘Would You Rather?’ For 2024’s Winner & Losers 2/23/24

Stocks wrapping up a huge week… as Nvidia’s powerhouse report boosts the rally even further.

But one of our traders is eyeing a different semi stock t…

2 years ago