Podcast Episodes
Back to SearchAll Eyes on Netflix Earnings, and The Ultimate Game of “So Bad, It’s Good” 4/18/23
Shares of Netflix on the move after its latest earnings report - the first where there’s no subscriber forecast and the first without Reed Hastings. …
3 years ago
The Trade That Made Us Go “Hmm…” And Countdown to Netflix Earnings 4/17/23
Commercial real estate has taken a beating in the wake of the banking crisis, but one of our traders says it might be a case of “so bad it’s good.” W…
3 years ago
The Two Opposing Forces on Stocks, Plus Inflection In Sight for VF Corp.? 4/14/23
Bank stocks largely jumped after the first set of earnings report from the group, but weak data on the consumer weight on the broad markets. So what’…
3 years ago
Countdown to Bank Earnings, and Can AI Pick Your Portfolio? 4/13/23
JPMorgan, Citigroup and Wells Fargo kick off Q1 earnings season tomorrow, and stocks are rallying into the prints. But will the numbers support the r…
3 years ago
The Warning From the Fed, and Landry’s CEO Tilman Fertitta 4/12/23
Markets dropped after minutes from the latest Fed meeting suggested the latest banking crisis could push the economy into a recession. What does this…
3 years ago
Is the Market Telling Us the Fed Has Peaked? And Digging in on the Latest Congressional Trades Around the Bank Crisis 4/11/23
Signs of strength in the rate-sensitive housing sector as builders and home improvement companies jump today. So is the market telling us the Fed is …
3 years ago
Two 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…
3 years 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…
3 years, 1 month 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…
3 years, 1 month 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 …
3 years, 1 month ago