Podcast Episodes
Back to SearchNvidia’s warning, let the job market rip?, and the inflation situation 8/8/22
Stocks have turned lower, giving up the morning’s big gains even after the S&P hit a key technical level. Is it Nvidia’s fault after it pre-announced…
3 years, 5 months ago
Big hike ahead?, The Experience Economy, and Mortgage Lender Shakeout? 8/5/22
A big surprise on the labor front, as the July jobs report came in much hotter than expected. So will the Fed ramp up rate hikes to help tame inflati…
3 years, 5 months ago
A Tale of Two Consumers, Tech Jobs Toppled, and Apple’s Ad Ambitions 8/4/22
As inflation sits at 40-year highs, the CEOs of Papa John’s and e.l.f. Beauty join us to discuss spending trends they’re seeing, and how it’s impacti…
3 years, 5 months ago
Bet on Tech?, China’s Cyber Threat, and Charging & Snacking 8/3/22
Tech is leading the market’s gains today, as investors digest more Fed speak, earnings & economic data. But could the bounce be short-lived? We’ll lo…
3 years, 5 months ago
“Still a long way to go” 8/2/22
Despite coming off the Fed’s second 75 bps rate hike in a row, and just 3 days ahead of the July jobs report, San Francisco Fed President Mary Daly s…
3 years, 5 months ago
Regionals Rally, Uber on Deck, More Signs of a Cooling Housing Market 8/1/22
Banks historically do well in a rising rate environment, and this time around, regionals are the outperformers. We talk to the CEO of Texas-based Fro…
3 years, 5 months ago
How the Fed Can Stick the Landing, Tech-tonic Shifts, and Time to Buy the Farm? 7/29/22
GDP has contracted for the second straight quarter, but a recession has yet to be officially declared. Are investors focused on the wrong thing—and h…
3 years, 5 months ago
Biden on Inflation Reduction Act, Royal Caribbean CEO on Beat, Yellen on US Economy 7/28/22
President Biden takes a victory lap with the surprise legislation from Democratic Senators Manchin and Schumer. Royal Caribbean CEO Jason Liberty di…
3 years, 5 months ago
Fed Rate Hike on Deck, Housing Slowdown Hits Homebuilders, and Ads, Autos & Appliances 7/27/22
With just an hour away until the Fed decision, we discuss what Powell’s gotten right, what he’s gotten wrong, and whether or not its rapid rate hikes…
3 years, 5 months ago
Retail Ripples, a Big Tech Bet, and Labor Pains 7/26/22
Walmart just cut its outlook, sending retail stocks and the broader markets spiraling lower. And now Shopify is laying off workers as e-commerce slow…
3 years, 5 months ago