Podcast Episodes
Back to SearchFrom Inflation, to Disinflation - What it Means for the Market. And the Risk Inherent in the Tech Rally 5/31/23
Commodity prices got crushed in May, with crude oil seeing its worst month since November 2021. So will falling prices become a tailwind for the cons…
2 years, 11 months ago
The Rising Tech Tide, Isn’t Lifting All Boats, and the Two Sides of the U.S./China Decoupling 5/30/23
Tech stocks continuing their run on Tuesday, with Nvidia clocking yet another all-time high. But while tech is up over 10% this month, energy and sta…
2 years, 11 months ago
AI Booming, But Where’s the Retail Trader? 5/26/23
Nvidia is on its way to becoming the first trillion-dollar chip stock, and Marvell Technologies just posted its best week since 2001, all thanks to t…
2 years, 11 months ago
Is Nvidia’s Surge a Sign of a Boom in AI or a Bubble Beginning to Form? 5/25/23
Shares of the chipmaker posted their biggest gain in more than 6 years after saying its seeing surging demand for artificial intelligence products. B…
2 years, 11 months ago
Nvidia Soars After Earnings, and Markets Skittish as Debt Deadline Approaches 5/24/23
Sharse of Nvidia soaring after its latest earnings report. We dig in on the numbers and bring you all the details from the conference call. Plus with…
2 years, 11 months ago
The Two Big Risks Coming Out of China and the Coming “Hurricane” in Commercial Real Estate 5/23/23
Rising trade tensions and a new spike in COVID infections loom over the U.S. and Chinese markets and economy. What it all could mean for your portfol…
2 years, 11 months ago
China deals a blow to a semi giant, and a new combatant in the Battle of the Bulge Description 5/22/23
Shares of Micron dropping after China bans the U.S. chipmaker. What the latest move means for tensions between Washington and Beijing. Plus key lawma…
2 years, 11 months ago
Foot Locker gets kicked as retail continues its rut 5/19/23
Foot Locker tripping on its own laces after a earnings miss and a rough outlook.It’s the latest shoe to drop in the retail wreck, so can the group tu…
2 years, 11 months ago
Disney-Gov. Desantis enters new front 5/18/23
The fight between Disney’s Bob Iger and Florida Governor Ron DeSantis heating up as Disney scraps plans for new employee campus and no longer asking …
2 years, 11 months ago
Credit markets flash warning signs: beginning of cracks in the system? 5/17/23
Markets and financials return to rally mode, but with bankruptcies on the rise and credit lending tightening are cracks in the system starting to sho…
2 years, 11 months ago