Podcast Episodes
Back to SearchAn AI Realization Ahead Of Nvidia’s Results… And Insurance Stocks Get Hit 11/18/25
Amazon and Microsoft getting hit on lingering concerns over AI’s sky-high valuation. What analysts are flagging about the buildout, and what it all m…
3 months, 2 weeks ago
Nvidia Rough Patch Ahead of Results… And Tesla’s Next Charge Higher 11/17/25
Shares of Nvidia down nearly 10% in November as the semi giant gears up to report results on Wednesday. How our traders are positioning ahead of that…
3 months, 2 weeks ago
Stocks Stage A Reversal.. And The Latest Health Care M&A 11/14/25
Stocks stage a comeback after waking up on the wrong side of the bed this morning. How the S&P 500, Nasdaq, crypto, and momentum stocks bounced off t…
3 months, 2 weeks ago
Stocks Drop On Rate Concerns… And Disney Gears Up For Battle 11/13/25
Markets selling off as concerns over the interest rate outlook take center stage. The missing data and housing market stats pushing stocks lower, and…
3 months, 2 weeks ago
Oracle Drops Back Down To Earth… And State Of the Consumer Ahead Of Holidays 11/12/25
Shares of Oracle lower again today, as the post-earnings pop continues to fade for the semi giant. The impact it’s having on the rest of the megacap …
3 months, 2 weeks ago
Biotech Breaks Out… And AI Impact On The Real Estate Industry 11/11/25
Biotech sees a breakout, as the group keeps up with the Mag7 stocks this year. The names leading that charge, and the prognosis for the group heading…
3 months, 3 weeks ago
Coreweave Reports Results… And A Would Your Rather Retail Edition 11/10/25
Tech stocks seeing a rebound with an end to the government shutdown in sight. How Coreweave’s latest results are moving that name, and the action in …
3 months, 3 weeks ago
Stocks Bounce On DC Movement On Shutdown… And Bargain Hunting In Weakness 11/7/25
Stocks bouncing off their lows of the session as Democrats offer to end the government shutdown in exchange for an extension of the health care tax c…
3 months, 3 weeks ago
Stocks Drop As AI Trade Loses Steam… And A Cash Strapped Consumer 11/6/25
Stocks selling off as AI valuations spook investors, with Big tech leading the losses. Why one of our traders is flagging hyperscaler debt, and how i…
3 months, 3 weeks ago
Different Reads On The Consumer… And Pharma’s Obesity Drug Price Negotiations 11/5/25
Earnings are filtering in, and companies are seeing a tale of two very different consumers. The group raising concerns about their customer base, and…
3 months, 3 weeks ago