Podcast Episodes
Back to SearchNo 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…
2 years, 2 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…
2 years, 2 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…
2 years, 2 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…
2 years, 2 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…
2 years, 2 months ago
Sticky Inflation Situation, Nvidia Defying Gravity?, Google’s Chip Shot 4/10/24
March’s CPI number came in hotter than expected, hurting the probability for a June rate cut, but our market guest sees a lot of opportunities in bot…
2 years, 2 months ago
Beyond Mega Caps, Banking on Tech, Travel Trade Exclusive 4/9/24
Episode 11
Satori Fund’s Dan Niles brings us the three names he would kick out of the Mag 7, and the areas where he’s looking beyond big cap tech. Plus, we’ll c…
2 years, 2 months ago
Fed’s Hawk Talk, Yellen in China, Solar Eclipse Countdown 4/8/24
Episode 10
The Fed has been unusually unanimous over the past several years, but we’re starting to see some divisions when it comes to cutting rates. Plus, Trea…
2 years, 2 months ago
Stronger (Jobs Market) For Longer?, Retail Bargain Buy, Miami’s Billionaire Buyers 4/5/24
Another strong job report is leading our economist to change her rate cut forecast. She joins us to make her case and tell us what she expects from t…
2 years, 2 months ago
The Jobs Juggle, Disney’s Next Move, Rare VC Titan Interview 4/4/24
What happens if tomorrow’s key jobs number misses consensus in either direction? We’ll look at the dueling scenarios. Plus, Disney notching a win aga…
2 years, 2 months ago