Podcast Episodes
Back to SearchTariffs, Treasuries, and Tech 4/8/25
Stocks lose steam as Trump team sticks by tariffs and a weak bond auction pushes yields higher. Plus, why Needham’s Laura Martin says things are goin…
1 year ago
Volatile Session on Wall Street 4/7/25
It’s been a wild day of swings in the market. From the Dow being down 1,700 points at the low, to up nearly 900 points at the high, we make sense of …
1 year ago
Increasing Recession Risk, TikTok Deadline Extended, and a Stealth Tariff Winner? 4/4/25
JPMorgan’s Chief Economist tells us why he upped his U.S recession risk to 60%. President Trump posting he’ll extend the TikTok sale deadline by 75 d…
1 year ago
The Markets’ Tariff Tantrum 4/3/25
Stocks and yields both sinking after President Trump announced sweeping new tariffs. We dig into how we got here, what it means for Americans’ wallet…
1 year ago
Tariffs and TikTok 4/2/25
As Wall Street awaits Trump’s tariff announcement, Wolfe Research’s Tobin Marcus says investors are underestimating one of their key features. But it…
1 year ago
Trump’s “Big, But Simple” Approach, the Names Navigating Uncertainty, and the Politics of Shrimp 4/1/25
With a little more than 24 hours until Trump’s big announcement, Raymond James’ Ed Mills says the tariff talk is just getting started. The sectors an…
1 year ago
Beaten Enough to Buy, The Stagflation Set-Up, and a Travel Trade-Down Boost 3/31/25
Tech under pressure again today, but two Mag 7 names are starting to look attractive according to Extel’s 2024 top-ranked portfolio strategist. Econo…
1 year ago
Uncertainty Hits Stocks, Coreweave IPO, Kyle Bass’ Recession Call 03/28/25
Stocks are selling off as growing uncertainty on U.S. trade policy and a more grim outlook on inflation weighs on investor sentiment. Plus, Coreweave…
1 year ago
The Impact of Auto Tariffs and How AI Is Reshaping Education 3/27/25
President Trump’s latest round of tariffs focused on autos and auto parts. We’ve got the details, the winners and losers, and the name one trader say…
1 year ago
Tariffs Loom Large and the Signal Group Chat Fallout Continues 3/26/25
Are the markets REALLY ready for tariffs? Just how inflationary could they be? And what does that mean for both business and consumer spending? We di…
1 year ago