Podcast Episodes
Back to SearchNew Trump Tariffs, DOGE a Distraction for Musk?, Russia-Ukraine Truce Talks 02/13/25
President Trump is set to impose new, reciprocal tariffs on other nations, matching what they currently charge the U.S. to import goods. We’ll look a…
11 months ago
Hot CPI Hits Stocks, Powell Day 2, Musk’s DOGE Vision 02/12/25
Today’s hotter-than-expected CPI print might make the Fed’s path forward a bit murkier, as Powell doubles down on not rushing to cut rates with the e…
11 months ago
Powell on Capitol Hill, Musk vs. Altman, Tesla vs. OpenAI 02/11/25
Fed Chair Powell is wrapping up his first day of testimony on Capitol Hill, saying there’s no rush for the central bank to cut rates. Plus, Elon Musk…
11 months ago
Zero 2024 Rate Cuts?, Frontier CEO Exclusive, Titan America IPO 02/07/25
Inflation is stealing the show today with consumers increasingly anxious about tariffs and higher costs. KPMG’s Diane Swonk is now forecasting zero F…
11 months ago
Jobs Report Countdown, Tech Blip or Breakdown, Earnings Exchange: AMZN, AFRM, EXPE 02/06/25
January’s jobs report is on deck, and there’s likely to be a huge swing on the monthly figure and some major revisions. Plus, tech stocks are underpe…
11 months, 1 week ago
Alphabet Soup-er Sell-off, DeepSeek Data Risks, Gold’s Shiny Rally 02/05/25
Alphabet shares are selling off after missing revenue estimates, but one tech portfolio manager isn’t worried about it. Plus, researchers uncovered a…
11 months, 1 week ago
Palantir’s Earnings Pop, Stock Split List, Retail Headwinds on the Horizon 02/04/25
Wall Street is back in love with growth names like Meta and Palantir, but our guest has a word of caution for investors banking on big returns. Plus,…
11 months, 1 week ago
Trump Tariff Whiplash, Lumber Supply Shock, Nvidia Nvincible No More? 02/03/25
Stocks are cutting their losses after opening sharply lower, following news of a temporary tariff deal between the U.S. and Mexico. We have the impac…
11 months, 1 week ago
Fed’s Path Forward, Nvidia CEO at White House, Tariffs to Take Effect 1/31/25
The Fed’s preferred inflation gauge came in-line with estimates. We’ll look at how to position as stocks shake off a rough start to the year. Plus, N…
11 months, 1 week ago
Tesla’s Bumpy Ride, Mag 7 Shift, UPS’ Worst Day Ever 1/30/25
Tesla moving higher despite dismal results, but our analyst says its in a unique position with a supercharged AI and self-driving outlook. Plus, Appl…
11 months, 2 weeks ago