Podcast Episodes
Back to SearchRiskey Business, Musk Sues OpenAI, 3 Buys & A Bail: Crypto Edition 3/1/24
New York Community Bank management described internal controls at the bank as ineffective. We’ll look at what went wrong and speak to the former chie…
2 years, 1 month ago
Playing Offense, REIT Returns, The Long Game 2/29/24
Today’s key inflation data is still ahead of the Fed’s 2% target, but that’s not stopping our market guest from finding ways to play offense. Plus, f…
2 years, 1 month ago
Overlooked risk?, Weight-Loss Ripple Effects, Earnings Exchange: PARA, HPQ, BIRK 2/28/24
Our market guest says investors are paying too much attention to rate cuts and not enough to something else that could become a headwind for global m…
2 years, 1 month ago
Goldilocks Growth Period?, Shutdown Showdown, Earnings Exchange: FSLR, LMND, SQSP 2/27/24
Our economist says the economy is setting up for a goldilocks growth period and joins us to make her case. Plus, the countdown to a partial governmen…
2 years, 1 month ago
Stronger for Longer, Trio of Tech Trades, Earnings Exchange: LOW, ZM, WDAY 2/26/24
Economists are increasingly sure a recession can be avoided. We’ll look at what that means for the Fed’s rate cut timeline and the markets. Plus, Ama…
2 years, 1 month ago
Next Leg of AI Rally, Long Live Live (Nation), Ukraine War: 2 Years Later 2/23/24
Stocks are treading water after a big run. Is the AI momentum finally starting to slow or just shift to different names? Plus, Live Nation getting a …
2 years, 1 month ago
AI Boom Buys, Read on Real Estate, Earnings Exchange: WBD, LYV, SQ 2/22/24
Nvidia proves AI can continue powering big gains and our market guest has some names he’s looking within the AI ecosystem. Plus, our housing guest ha…
2 years, 1 month ago
Intel CEO at Foundry Event, Nvidia Earnings on Deck, and Travel + Leisure Trends 2/21/24
We’ve got a First on CNBC interview with the CEO of Intel on the heels of their big Foundry Event. Plus, how do you trade Nvidia’s earnings ahead of …
2 years, 1 month ago
Stronger for Longer, Serving Up Gains, Earnings Exchange: TOL, PANW, WING 2/20/24
What if the economy isn’t just avoiding a recession, but getting stronger instead? We’ll debate. Plus, one food stock just served up solid earnings a…
2 years, 1 month ago
To Cut or Not to Cut, How AI Regulation Could Impact a Credit Score, and 3 Buys and a Bail: International Edition 2/16/24
Inflation data coming in hot yet again, so what’s next for the Fed? Moody’s Mark Zandi wants four cuts, while Wells Fargo’s Mark Smith sees the possi…
2 years, 1 month ago