Podcast Episodes
Back to SearchIs the run done? 8/17/22
Stocks are pulling back today, with the Nasdaq getting hit the hardest. But that’s because it’s had the biggest bounce back. That includes Apple, whi…
3 years, 7 months ago
Apocalypse (Not) Now?, China's Challenges, and Housing Cracks 8/16/22
Inflation is coming off the boil, the consumer is holding up ok, and the market has been rallying. So that’s all good, right? Maybe not. We’ll look a…
3 years, 7 months ago
The 2 sides of a rally, Economic Slowdown?, and the Read on Retail 8/15/22
Stocks are pausing today after a huge rally off of the June lows, as Chinese & U.S. economic data both weakened more than expected. Is the market ral…
3 years, 7 months ago
Tech Takes Off, Playing the Rally, and Crisis in Europe 8/12/22
The market is on pace to close out its first 4-week winning streak since the peak last September. The Nasdaq is now up 20% from the June lows, and w…
3 years, 7 months ago
Time for a Fed pivot?, Risky Business?, and Cars, Clothes & The Cloud 8/ 11/22
We just got another lighter-than-expected inflation reading. But is it enough for the Fed to change course? And which course would keep the Bulls in …
3 years, 8 months ago
CPI-YAY?, Mice, Bees & Geese, and Carter Called It! 8/10/22
The good news: stocks are surging on a lighter-than-expected inflation report. The bad news: we’re seeing the weakest productivity growth for any exp…
3 years, 8 months ago
Meme Mania returns, the Chips are down, and Crypto, Characters & Casinos 8/9/22
Meme stocks are making a comeback, with Bed Bath & Beyond doubling since August, and AMC Entertainment up 50%. It’s a headache for the shorts, but is…
3 years, 8 months ago
Nvidia’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, 8 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, 8 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, 8 months ago