Podcast Episodes
Back to SearchDriving the action, Fast Fed, and the busiest week of earnings season 4/25/22
Stocks and yields are dropping in tandem today, while oil falls as Covid spreads in China. We’ll look at the early fallout, and the ripple effect fro…
3 years, 8 months ago
Fed fallout, gaining altitude, and big tech on deck 4/22/22
Stocks are selling off sharply as yields rise, a day after Fed Chair Jerome Powell signaled a 50 basis point rate hike is on the table. We’ll cover a…
3 years, 8 months ago
Rate hike hint?, a streaming sea change, and camera, consumers & crude 4/21/22
We’re moments away from hearing Fed Chair Jerome Powell speak live at the IMF roundtable. Will he solidify the case for a 50 basis point rate hike in…
3 years, 8 months ago
What’s next for Netflix?, oil spillover and cars, planes & metal 4/20/22
If you thought the action in Netflix looked bad last night, it’s even worse today – now down 37%, and dropping below $100B market cap. Is it too late…
3 years, 8 months ago
From the Desk of Kelly Evans: What's going on with commodities? 5/19/22
Kelly explains what commodity prices are signaling about the economy right now.
3 years, 8 months ago
Fed up with inflation, unmasked, and the defense trade 4/19/22
Stocks are on the rise, despite yields surging higher once again. Is the market rally just a head fake? We’ll debate. Plus, it’s a big win for the ai…
3 years, 8 months ago
Go for growth?, rising rates and off the grid 4/18/22
The 10-Year Treasury Yield just hit 2.88%, the highest level we’ve seen since 2018. That means mortgage rates aren’t done going higher, either. And a…
3 years, 8 months ago
Recession protection, making money in mortgages and 3 Bails & A Buy 4/13/22
More than half of Americans believe we’re heading into a recession. And if history is any guide, they’ll likely be proven right. But that history doe…
3 years, 8 months ago
Inflation peaking?, the box office battle, and Banking, Bedding & Boarding 04/12/22
Inflation just hit a new 40-year high, and the market seems to think the worst of it might be behind us. But is that sentiment premature? And will it…
3 years, 8 months ago
Not so fast?, Musk’s next move, and a new hot spot? 4/11/22
Yields are spiking around the globe, and that continues to be a huge headwind for Tech. The Nasdaq is now down 1,000 points in the past week. But is …
3 years, 8 months ago