Podcast Episodes
Back to SearchWhy Are Risk Assets Rallying? And When AI Falls in Love 2/16/23
There are plenty of reasons to believe the Fed when it says rates will stay “higher for longer” – hot inflation, a strong consumer, and the talk from…
3 years, 2 months ago
A Stunning Admission From Ford’s CEO and Big Jumps for Roku, Cisco and Zillow 2/15/23
Ford’s top executive admitting the company is lagging way behind its competitors on costs and vows to cut inefficiencies in production. What the auto…
3 years, 2 months ago
Paul McCulley Breaks Down the CPI Report and Airbnb’s Big Quarter 2/14/23
Stocks closing well off their lows of the day even after a hotter-than-expected inflation report. Pimco’s former chief economist joins to dive into w…
3 years, 2 months ago
The $100B AI Question, and the Countdown to January CPI 2/13/23
Microsoft continues to rally as Alphabet struggles in the race for the crown in artificial intelligence. But can the recent dominance continue? Plus,…
3 years, 2 months ago
End of the Risk-On Trade? And the Ad Winners at the Super Bowl 2/10/23
Shares of some of the year’s highest flyers coming back down to earth in a big way this week. So is this the end of the rally we’ve seen in the high …
3 years, 2 months ago
Lyft Plunges on Weak Guidance, and the Two Trades on Alphabet 2/9/23
Shares of Lyft dropping over 20% after its latest earnings report and guidance. Two traders have been long the stock – what they’re doing now. Plus s…
3 years, 2 months ago
Disney, Affirm and Robinhood on the Move After Earnings, Plus How to Trade Capri’s “Disaster” Quarter 2/8/23
Bob Iger presenting his first Disney earnings report since re-taking the reins at the entertainment giant. We dig in on the numbers from the latest r…
3 years, 2 months ago
Stocks See-Saw Post Powell, and Waging War on Wealth 2/7/23
Major indexes closed near their highs of the day, after Fed chair Jerome Powell said he’s seeing signs of disinflation in the economy. But is this th…
3 years, 2 months ago
What China’s Spy Balloon Means for U.S./Beijing Relations, and Pinterest’s CEO on Earnings 2/6/23
What we now know about the Chinese spy balloon shot down over the weekend, and what it could mean for relations between the U.S. and Beijing. Plus sh…
3 years, 2 months ago
Stocks Digest Hot Jobs Report, and Is the Energy Trade Out of Gas? 2/3/23
Stock losses accelerated midday after initially showing resilience in light of the stronger than expected jobs report. But Apple managed to post a so…
3 years, 3 months ago