Podcast Episodes
Back to SearchNot as bad as it seems? 4/25/24
A GDP surprise, and not a good one! The economy is slowing but inflation is stubborn, yields are spiking, and stocks are sinking. But two of our gues…
1 year, 8 months ago
“Great Opportunities,” Boeing Latest & Earnings Exchange 4/24/24
The bull market has room to run, and the recent volatility has presented great opportunity. That’s according to one of our guests. He’s here with wha…
1 year, 8 months ago
The Case for a July Cut & What Buyers Want 4/23/24
: Stocks higher, yields lower as investors digest mixed economic data. Business activity in April grew at the slowest pace so far this year, while ne…
1 year, 8 months ago
Buy the Dips?, Dented But Not Deterred, 3 Buys & a Maybe 4/22/24
There’s GDP, PCE, and big tech earnings. It could be a market-moving week. If there’s a pullback, our market guest says ‘buy.’ He’ll tell us why and …
1 year, 8 months ago
Big Week Ahead, Sub-stantive Concern?, Top Airline Analyst on Earnings 4/19/24
Geopolitics, earnings, and economic data on deck next week could make or break the Fed’s hawkish tilt. We’ll look at what to watch and where to find …
1 year, 8 months ago
No Cuts, No Problem?, Buy Now, Pain Later? & Supply Chain Winners 4/17/24
Has the Fed’s base case shifted from “later cuts” to “no cuts this year?” Our market guest says it doesn’t matter. He sees stocks going higher regard…
1 year, 8 months ago
Catalysts & Concerns, REITs & Risks, Rates & Housing 4/16/24
The bond market is keeping stock gains in check as we prepare to hear from Fed Chair Powell this hour. We’ll bring you the headlines and reaction fro…
1 year, 9 months ago
Examining Geopolitical Risks and the Market Impact 4/15/24
Stocks sink after Israel vows to retaliate against Iran following its missile attack over the weekend. We discuss the ramifications across energy and…
1 year, 9 months ago
Tracking the Sell-off, The VC View, Box CEO Aaron Levie 4/12/24
We’re tracking the market sell-off to end the week, but our market guest says investors need to be selective to avoid a lost decade of gains ahead. P…
1 year, 9 months ago
Adam Neumann Exclusive, Underestimating Apple?, Great Setup for Markets 4/11/24
WeWork co-founder Adam Neumann is unveiling his new venture and spoke exclusively to our Deirdre Bosa about that and his bid to buy back WeWork. Plus…
1 year, 9 months ago