Podcast Episodes

The Big Cap Tech Name with the Lowest Earnings Quality, FDIC’s Review of Signature Bank Collapse, and the Health Care Market Poised to Boom 4/28/23

Four of the five mega cap tech companies have reported, we take a look at the company one strategist says has shown the lowest quality earnings. 

Plus…

2 years, 8 months ago

Debt Limit Showdown, Telecom Trades & The CNBC Stock Draft 4/27/23

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

2 years, 8 months ago

First Republic’s last chance, investing in a slowdown, and UK regulators block a major deal 4/26/23

Don’t miss the new details on First Republic’s desperate pitch to save the bank. Plus, how should you invest in a slowdown if the economy is like a c…

2 years, 8 months ago

A Red Day For Regionals, Big Tech on Deck & The Fed’s Next Move 4/25/23

First Republic hemorrhaged deposits in the first quarter, and one guest says it’s now a battle of survival.

Does that mean hopes for a Fed cut this ye…

2 years, 8 months ago

Big Box Bankruptcy, Recessionary Red Flag, and LVMH’s Major Milestone 4/24/23

Is Bed Bath & Beyond’s bankruptcy a sign of trouble in the retail industry, or simply a case of mismanagement?

Plus, the one key data point flashing a…

2 years, 8 months ago

A laissez-faire FedMain Street’s credit crunch, and XPrize’s new $11M challenge 4/21/23

Is the Fed being too laissez-faire about stress in the banking system? Former Dallas Fed President Richard Fisher says it still has to slay the “infl…

2 years, 8 months ago

Sound the Alarms, The Consumer Trade, and an Alaska Airlines CEO Exclusive 4/20/23

Stocks are back in the red as a key economic indicator unexpectedly drops to a near three year low. It’s one of several data points that has our gues…

2 years, 8 months ago

Regional Bank Reversal, Reading the Earnings Tea Leaves, and NVID(AI) 4/19/23

Western Alliance is growing deposits – is that a bullish sign for the rest of the regionals? We look at the fallout for the financials post-SVB. Tesl…

2 years, 8 months ago

Sour Investor Sentiment, Bank Earnings Bonanza, and AI Regulation Nation 4/18/23

Investors are the most pessimistic they’ve been in in over a decade, but one advisor sees opportunities overseas.

It’s a tale of two quarters for Bank…

2 years, 8 months ago

Earnings Pain Ahead?, Bullish on the Builders, and AI’s labor impact 4/17/23

Earnings season is off to a surprisingly good start. In fact, too strong says one of our guests. He’s bracing for earnings to drop 30 percent. He tel…

2 years, 8 months ago