Podcast Episodes
Back to SearchZero 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…
1 year, 2 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…
1 year, 2 months 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…
1 year, 2 months 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,…
1 year, 2 months 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…
1 year, 2 months 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…
1 year, 2 months 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…
1 year, 2 months 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…
1 year, 2 months 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…
1 year, 2 months 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…
1 year, 2 months ago