Podcast Episodes

S&P 500 approaches 7,000 1/27/26

UnitedHealth Group drags the Dow. Jury selection begins for a key social media trial. 

And Target gets upgraded at Wolfe Research. 

Hosted by Simpleca…

4 months, 1 week ago

U.S. government announces it will take stake in USA Rare Earth 1/26/26

USA Rare Earth CEO Barbara Humpton joins the show to discuss the U.S. government taking a stake. Tom Lee joins the show to discuss markets and crypto…

4 months, 1 week ago

Previewing FOMC Meeting, Big Week of Earnings 1/23/26

Intel shares slide after reporting earnings on Thursday. Apollo's Torsten Slok joins the show to preview the big week of earnings and the Fed meeting…

4 months, 1 week ago

Mega-cap Tech Surges 1/22/26

Meta pops after a bullish note from Jefferies. President Trump sues JPMorgan Chase and CEO Jamie Dimon over debanking. 

And Derek Jeter joins the show…

4 months, 2 weeks ago

Stocks pop after Pres. Trump Truth Social post 1/21/26

President Trump says he has reached Greenland deal "framework" with NATO and backs off tariffs on Europe. Stocks soar after.  

And what do shifting ge…

4 months, 2 weeks ago

Major stock averages sell off 1/20/26

Stocks dip across the major averages. Melius Research's James West joins to give his energy outlook.  

And what does the threat of new tariffs from Pr…

4 months, 2 weeks ago

Energy prices and supply in focus 1/16/26

Interior Secretary Doug Burgum joins to discuss the Trump Administration's push for an emergency electricity auction. Semiconductors continue to have…

4 months, 2 weeks ago

Taiwan will invest $250B in U.S. chipmaking 1/15/26

Commerce Secretary Howard Lutnick discusses the new trade deal between the U.S. and Taiwan. Evercore ISI's Head of Internet Research Mark Mahaney bre…

4 months, 3 weeks ago

Major stock averages fall 1/14/26

Bank of America CEO Brian Moynihan joins for an exclusive interview after earning. Tesla changes the payment structure of its full-self driving progr…

4 months, 3 weeks ago

Stocks falter as earnings season begins 1/13/26

JPMorgan Chase stock falls despite the bank beating on top and bottom lines in its earnings. Crude oil prices climb back up.  

And can stocks keep on …

4 months, 3 weeks ago