Podcast Episodes
Back to SearchCountdown 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, 8 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, 8 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, 8 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, 8 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, 9 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, 9 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, 9 months ago
The High-Multiple Stocks Take the Biggest Hit, Post-Downgrade, and a Lookahead to Apple & Amazon Earnings 8/2/23
Stocks dropped after Fitch cut its rating on the long term outlook for the U.S., sending yields higher and stocks lower. But some of the hardest hit …
2 years, 9 months ago
A Busy Night of Earnings, and the Chart Master’s Big Call on CAT 8/1/23
AMD, Starbucks, Pinterest and Caesars headline a big night of earnings reports. We bring you all the headlines and the trades on the stocks. Plus Cat…
2 years, 9 months ago
The tech rally isn’t just about the mega caps and AI, and why Chinese stocks could rise even higher 7/31/23
The Big Seven and AI-focused chip stocks have been stealing the spotlight amid the 2023 rally, but today we saw strength in other parts of the tech s…
2 years, 9 months ago