Podcast Episodes
Back to SearchTesla’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
Countdown to Fed Decision, AI Arms Race, Earnings Exchange: MSFT, TSLA, CAT 1/29/25
We’re gearing up for the Fed’s first rate decision under the second Trump administration, and what to expect Chair Powell to say at his press confere…
11 months, 2 weeks ago
DeepSeek Aftermath, Is Tech’s Pain Healthcare’s Gain?, Trump tariffs & the Fed 1/28/25
The Nasdaq is rebounding after yesterday’s Nvidia-led sell-off, but Vaneck’s CEO sees more pain ahead for big tech. If that comes to pass, Barclays s…
11 months, 2 weeks ago
DeepSeek & Rate Cuts 1/27/25
DeepSeek isn’t just outperforming Silicon Valley competitors – it’s also open-source, cost effective, and requires way less computational power. VC B…
11 months, 2 weeks ago
Bullish with a “But”, Three Cuts to Come?, Netflix’s Big Week 1/24/25
The S&P 500 is hitting another record high ahead of the busiest week of earnings, but our market guest is worried about one risk to the overall rally…
11 months, 3 weeks ago
Trump vs. Banks, Renewed Inflation Risk, Netflix: Full Stream Ahead? 1/23/25
President Trump speaking to bank CEOs at Davos, and throwing punches at some of them with his comments too. Plus, Blackrock’s Larry Fink is warning o…
11 months, 3 weeks ago
Stargate Project, The Case for Small Caps, Chuck E. Cheese Comeback 1/22/25
The Trump-backed, multibillion-dollar AI initiative “Stargate” answers some key questions about the AI trade, according to one analyst. Plus, JPMorga…
11 months, 3 weeks ago
The Trump Agenda, Bradley Tusk on Silicon Valley, National Energy Emergency 1/21/25
Day 1 of Trump 2.0 brought 46 presidential actions, along with a shift in tone on tariffs that the market seems to be welcoming today. We have the la…
11 months, 3 weeks ago
TikTok Ban Upheld, The Trump Crypto Rally, and Happy Retirement, Toni! 01/11/25
Will TikTok go dark this weekend? Will Elon Musk buy it? We game out the likely scenarios for the social media apps—and dig into the cybersecurity ri…
11 months, 4 weeks ago
Trump’s Treasury Pick Testifies, Citi CEO Exclusive, USAA CEO on California Wildfires 1/16/25
President-elect Trump’s pick for Treasury Secretary is testifying before the Senate Banking Committee. Plus, we have an exclusive sit-down interview …
11 months, 4 weeks ago