Podcast Episodes

Two Big Tech Events On Deck… And China’s Property Rescue 5/17/24

Tech in focus as Microsoft and Nvidia both gear up for big events next week. How Microsoft’s AI ambitions are being received, and if Nvidia can beat …

2 years, 2 months ago

Dow Hits 40,000… Plus The Luxury Real Estate Boom 5/16/24

The Dow Jones Industrial Average hitting 40,000 for the first time ever as the surge in Walmart boosts the group. But could the retailer’s strength b…

2 years, 2 months ago

Stocks Hit Records As CPI Comes In Light… Plus Banks Break Out 5/15/24

The S&P, Dow, and Nasdaq all hitting fresh record highs after this morning’s lighter-than-expected CPI data. How the new inflation data could impact …

2 years, 2 months ago

The Market Calm Before The Storm?... And Lionsgate’s Nasdaq Debut 5/14/24

Volatilty at multi-month lows as investors brace for tomorrow’s big CPI data. Are investors just holding their breath before the key inflation report…

2 years, 2 months ago

China Stocks Rally Ahead Of Tariffs… And Gamestop Surges On Roaring Kitty Comeback 5/13/24

Chinese stocks staging a stealth rally as EV tariffs loom. How U.S - China relations will impact the space, and the names that could get hit the hard…

2 years, 2 months ago

The Latest Sign Of Consumer Struggles… Plus China Stocks Rebound 5/10/24

McDonald’s rolling out a new low-priced meal as cash-strapped customers tighten their purse strings. The latest signs of the consumer crunch, and the…

2 years, 2 months ago

High 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…

2 years, 2 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…

2 years, 2 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, 2 months 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, 2 months ago