Podcast Episodes
Back to SearchA “Targeted” Problem, or a Bigger Concern? Plus What Treasury Yields’ Big Rise Mean For Markets 8/16/23
Target shares jumped despite a dismal quarter. The company raising concerns over demand as it slashed guidance for the year. But is this a Target-spe…
2 years, 6 months ago
Stocks Breach Key Level and China Sees Further Slowdown 8/15/23
The S&P closed below its 50-day moving average for the first time since late March and Apple breached its 100-DMA for the first time since January. W…
2 years, 6 months ago
Is the Consumer Stronger Than We Think? And Where Are Oil Prices Heading Into Summer’s End 8/14/23
Stocks posted gains as investors awaited results from the country’s biggest retailers. And while there are plenty of reasons to think the consumer wo…
2 years, 7 months ago
Countdown to Consumer Earnings and Are Semis Set to Break Down? 8/11/23
The nation’s biggest retailers start reporting earnings next week, with Walmart, Target, Home Depot and more all on the calendar. What clues will the…
2 years, 7 months ago
Has Softening Inflation Lost Its Luster? And the CEO of Archer Aviation on the Future of eVTOLs 8/10/23
Stocks closed well off their highs even as inflation came in lower than expected in July. The Dow nearly erased all of a 455 point gain, and the S&P …
2 years, 7 months ago
A Canary in the Coal Mine for the Markets, and Digging in on Disney’s Report 8/9/23
Shares of Super Micro dropped nearly 25% after a warning on demand for its AI servers. The move took much bigger stocks like Nvidia down with it. Is …
2 years, 7 months ago
Did DataDog Ring the Bell for the AI Trade? And Is There More Trouble Ahead for the Regional Banks? 8/8/23
Shares of cloud computing company DataDog posting their second worst day on record after warning about revenue for the rest of the year. Did the news…
2 years, 7 months ago
How the Mighty Have Fallen, and the Skinny on Lilly 8/7/23
Apple and Microsoft have each fallen more than 10% from recent highs, losing a combined $500b in market cap in the process. How should you trade the …
2 years, 7 months ago
As Goes Apple, So Goes the Market? And a Chart of the Week That..Went Nowhere? 8/4/23
Stocks staged a late-day sell-off on Friday that seemed to coincide with a big leg down in Apple. What the move tells us about where the market is he…
2 years, 7 months ago
All Eyes on Amazon and Apple Earnings, And What the Bond Markets Are Telling Investors 8/3/23
Shares of Apple and Amazon both on the move after their latest results. We’ve got a crack team of reporters and investors digging into the numbers to…
2 years, 7 months ago