Podcast Episodes
Back to SearchMoving past the Mag 7, Risky Returns, Too Hot to Ignore? 6/25/24
Nvidia bouncing back after three down days, but our market guest says it doesn’t matter where it goes from here, the market is moving higher regardle…
2 years ago
Tech’s Turning Tide, Ret(AI)l Margins, Strike on Snacks 6/24/24
Tech is today’s biggest laggard with chip stocks leading the declines. We’ll look at whether the “tech tide” is turning and where to put your money t…
2 years ago
What the Tech?, New Market Opportunities, Ryan Serhant Live 6/21/24
Nvidia moving lower once again and our options trader says red flags have been popping up in the entire tech trade. Plus, Kyle Bass joins us to weigh…
2 years ago
Too High for Too Long?, The Big Squeeze, AI Adoption on Main Street 6/20/24
The risks for the economy are rising, and something could break if the Fed doesn’t act soon, according to Moody’s economist Mark Zandi. Plus, Nvidia …
2 years ago
Slowdown on the Way, La-Z-Boy CEO on Big Beat, Homebuilders on the Range 6/18/24
Our economist says the consumer is on the cusp of a significant slowdown, and that could mean big changes for the Fed’s rate cut timeline. Plus, La-Z…
2 years ago
Bonds & Equities Diverge, Accor CEO on Travel Trends, 3 Buys & A Bail: Stock Splits 6/17/24
The growing divergence between corporate bonds and equities could signal two things, according to our market guest, and neither of them is particular…
2 years ago
Bifurcation Situation, Value Hunting & Lease on Losses? 6/14/24
The Fed’s Loretta Mester says it’s important not to wait too long to cut rates, but one of our guests says the bifurcation she’s seeing in the econom…
2 years ago
Fed Falling Behind?, Warning Sign to OpenAI?, Musk’s Massive Pay Package 6/13/24
The latest economic data suggests the Fed may be falling behind, but is today’s data more noise than signal? We’ll debate. Plus, Slow Ventures’ Sam L…
2 years ago
Fed Decision Countdown, Paramount’s Playbook, AI & Advertising 6/12/24
We’re counting down the Fed decision with what to expect from the committee and what to listen for during Powell’s press conference. Plus, Paramount’…
2 years ago
From the Desk of Kelly Evans: The Anti-Gutenberg moment 6/11/24
Kelly explains why Apple’s AI offering was a game-changing moment for the company – and maybe the whole world, too.
2 years ago