Podcast Episodes
Back to SearchTwo Red Flags From Big Tech, and the Danger Lurking in Bank Balance Sheets 4/10/23
Taiwan Semi posting its first monthly drop in revenue in nearly four years, and Apple seeing a huge drop in PC shipments for the latest quarter. What…
2 years, 11 months ago
What’s Changed Since The Banking Crisis, and What to Expect From the Jobs Report 4/6/23
From rising layoffs to spending pressures, there are plenty of clouds looming over the markets these days. Yet markets, and especially big tech are h…
2 years, 11 months ago
Three Bad Omens for the Market? And Big Tech and Hollywood Tackle U.S./China Tensions 4/5/23
Gold is soaring, rates are dropping, and the banks are hitting new lows. Does all this suggest more pain to come for the market? The relationship bet…
2 years, 11 months ago
Markets Wake Up to Reality, and Has Nvidia Come Too Far Too Fast? 4/4/23
Major markets all closing lower today as investors start to heed the warning signs in the market, with industrials, cyclicals, financials and energy …
2 years, 11 months ago
Stocks Shrug Off Inflation Concerns, and How High Crude Oil Is Going 4/3/23
Oil prices surged Monday after OPEC+ announced a surprise output cut over the weekend. And while that may have increased inflation concerns, major ma…
2 years, 11 months ago
The Q2 Market Kickoff and Where We’re Heading in April 3/31/23
Stocks closed out the quarter with gains across the board, but what’s in store for investors as we head into what’s historically the best month of th…
2 years, 11 months ago
The Ultimate Trader’s Market? And How the Banking Crisis Is Hitting the Insurance Sector 3/30/23
Stocks trying to end the quarter with gains, as the Nasdaq 100 closes at its highs of the year. But should you be trading or fading this rally? Plus …
2 years, 11 months ago
The Surprising Surge in One-Time Titans and the Weight-Loss Drugmaker at All-Time Highs 3/29/23
Shares of Intel and GE both reaching milestones today, but how should you read into the rise of these old guard stocks? Plus, Novo Nordisk hitting al…
2 years, 11 months ago
Three Surprising Spots of Strength in the Market, and Why a Spinoff is Better than an IPO 3/28/23
Major markets were down today, but a couple sectors showed some unexpected strength. We dig in on the green shoots we’re seeing, and whether their re…
2 years, 11 months ago
A Resilient Rebound in Stocks, and China’s Charm Offensive 3/27/23
The S&P and Dow both rising today, led by bank stocks, as First Citizens announced a deal for Silicon Valley Bank’s assets. But have markets gotten t…
2 years, 11 months ago