Podcast Episodes
Back to SearchFinal Fed Decision of the Year 12/10/25
The Federal Reserve is expected to deliver its third straight interest rate cut in its last meeting of 2025. We break down the impact on markets, the…
1 month ago
DeepSeek Redux?, Weighing down Netflix & Rate Cut Buys 12/9/25
Why Netflix buying Warner Brothers Discovery is a bad idea, why we could be in for another DeepSeek moment, and the stocks to buy ahead of the Fed de…
1 month ago
Paramount's Hostile Bid, Berkshire's Shakeup & Delistings Soar 12/8/25
Paramount launches an all-cash offer for Warner Bros. Discovery just days after losing to Netflix in the bidding war. A look into Berkshire's next ch…
1 month ago
Meta's Metaverse Cuts, Jobs Check-In & Homebuilder Hesitancy 12/4/25
Meta slashes its metaverse budget after its Reality Labs unit loses $70B in four years. Jobless claims hit their lowest level in three years, but alt…
1 month ago
AI vs. Rates, Rufus Rules & No Bottom for Bitcoin 12/3/25
Fresh AI concerns getting trumped by weak jobs data fueling rate cut hopes. Two top stock picks with one common denominator. Plus, why the bottom for…
1 month, 1 week ago
A 'Code Red', A Bitcoin Bounce & A Food Fight 12/2/25
OpenAI’s Sam Altman issues a ‘Code Red’ as Google threatens the company’s lead. Bitcoin bounces back from its worst day since March, but can you trus…
1 month, 1 week ago
Bigger than AI, Crypto Collapse, and Cyber Monday’s Clues 12/1/25
Kelly Evans is back in the anchor chair, and while investors are clamoring about the AI trade, she’s watching the 10-year yield. We’ll debate what it…
1 month, 1 week ago
Big Gains for Small Caps, Health of Housing & Holid-AI Shopping 11/26/25
The small-cap names to watch as the Russell 2000 outperforms the major averages during the shortened holiday week. Sellers are pulling their homes of…
1 month, 2 weeks ago
AI's Big Shift, Crushed Confidence & Retail's Best Buy 11/25/25
AI laggard Alphabet rapidly moving to the front of the pack, on track to hit a $4T market cap. Consumer confidence hits a 7-month low as recession fe…
1 month, 2 weeks ago
Novo Nosedives, New AI Darlings & Buy the Former High-Flyers? 11/24/25
Novo Nordisk hits a 4-year low, just days after rival Eli Lilly hits a $1T market cap milestone.
Plus, some former high-flyers trading more down to ea…
1 month, 2 weeks ago