Podcast Episodes

Pause in Peril, Discount Retail Trade, and The Great De-Stocking 6/1/23

The economic picture for the Federal Reserve is getting murkier by the day. Will they rely on retail, manufacturing, or labor market data to make the…

2 years, 10 months ago

Global Walls of Worry, The Next AI Gainers, and A Rising Rates Play 5/31/23

Stocks falling on concerns of global market risks, but our guest sees big opportunities in one key sector. She’ll tell us where, and what to avoid.

Pl…

2 years, 10 months ago

Debt Ceiling Deal Risks, Soft Landing Ahead, and Will AI Save Silicon Valley Real Estate? 5/30/23

The Biden Administration and Congressional leadership hashing out a tentative deal to avoid a default, but what about the market risks? UBS’ Evan Bro…

2 years, 10 months ago

A Debt Deal Potentially Within Reach, Strike One For The Doves, and AI’s Big Week 5/26/23

Wall Street’s getting more optimistic about a debt ceiling deal on Capitol Hill. Should investors buy the optimism? We’ll look at the terms, and some…

2 years, 10 months ago

Debt Ceiling Showdown, Potential Sell Signal for Nvidia, and The DeSantis DeSaster 5/25/23

Fitch delivering a blow to America’s AAA credit rating as debt ceiling talks drag on. We’ll tell you what it means for the market and the economy. Pl…

2 years, 10 months ago

Risk to the Upside, Real Estate Mogul Don Peebles, and a Mystery ‘Genuine Bull Market’5/24/23

Still no deal on the debt ceiling as Speaker McCarthy says the two sides remain hung up on the issue of baseline spending, but our market guest says …

2 years, 10 months ago

Debt Ceiling Positioning, AI Market Share Momentum, and Bet On The Builders? 5/23/23

Negotiations continue, but no debt ceiling deal yet. We’ll look at how investors can position for any scenario. Plus, Microsoft unveils more AI produ…

2 years, 10 months ago

Wall Street’s Wall of Worry, Freight Pain, and The Next Generation of Economists 5/22/23

A new Fed narrative has bond yields jumping, as Minneapolis Fed President Neel Kashkari tells CNBC he’s open to pausing, but not ending rate hikes. W…

2 years, 10 months ago

Risky Business, AI Winner & Losers, and Time to Trim Tech? 5/19/23

Markets turning lower on reports that debt ceiling negotiations have stalled as President Biden attends the G-7 Summit in Japan. We look at how to po…

2 years, 10 months ago

The Bubble We Need, The Search Less Traveled and What’s Next for Bank Regulation 5/18/23

Goldman Sachs saying AI could provide a huge boost to margins in the future, is artificial intelligence the bubble the stock market currently needs? …

2 years, 10 months ago