Podcast Episodes
Back to SearchA Green Light to Invest in China? And Is This Chart So Bad, It’s Good? 7/7/23
Major markets closed the day down after the June jobs report, but big China tech surged as investors hoped a big fine from regulators meant scrutiny …
2 years, 8 months ago
Rates Hit 16-Year High, and Zuck and Musk Square Off Amid Threads Launch 7/6/23
The 2-year yield crossed 5% and traded at levels not seen since before the Great Financial Crisis. And while stocks closed off their lows of the day,…
2 years, 8 months ago
The Hidden Danger Lurking in the Rates Market, and the Tit-For-Tat Between the U.S. and China 5/7/23
Stocks closed modestly lower on Wednesday, but interest rates rose to their highest level since before the collapse of Silicon Valley Bank. So does t…
2 years, 8 months ago
Trading the First Half Winners & Losers, and What ANOTHER Hollywood Strike Means for Netflix 6/30/23
The Nasdaq closed out its best first half in four decades, and Apple finally marked a $3 trillion market cap at the close. But it hasn’t just been bi…
2 years, 8 months ago
The True Tale of the Market, and Digging in on Nike Earnings 6/29/23
Stocks were muted as we look to close out the best first half on record for the Nasdaq. But what chart tells the real story of where stocks are headi…
2 years, 8 months ago
What a China Chip Ban Could Mean for Nvidia, and Digging In on the Bank Stress Tests 6/28/23
Shares of Nvidia dropped today after reports that the Biden administration is considering more restrictions on sales to China. But with so much of th…
2 years, 8 months ago
Has The Homebuilder Rally Gotten Ahead of Itself? And Are Psychedelics the Next Cannabis Trade? 6/27/23
Shares of Pulte, Lennar and DR Horton among the names hitting a new set of all-time highs today, prompting one of our traders to call the move “stupi…
2 years, 8 months ago
Is Apple the Teflon Tech Stock? And the Latest Moves in the Weight Loss Drug Space 6/26/23
Shares of Apple touched another record high today, even as one-time high-fliers like Tesla and Nvidia give back recent gains. So why is the iPhone ma…
2 years, 8 months ago
Stocks break weekly win streak, and what bitcoin’s rally says for the crypto space 6/23/23
The Nasdaq ended its longest weekly win streak since 2019, but major indexes are all on pace to close out the month and quarter with gains. But will …
2 years, 8 months ago
Banks Sit Out the Market’s Rally, and Amazon Ups Its AI Game 6/22/23
While broader indexes have been in rally mode, one big sector has been sitting on the sidelines, and even lagged today. But is this a time to buy the…
2 years, 8 months ago