Podcast Episodes

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The “Hole” Story, and Is The Trend Your Friend? 8/25/23

Fed Chair Jerome Powell says inflation is still too high, and the Fed is ready to raise rates even more if needed. We’ll dig into the whole story. Pl…

2 years, 6 months ago

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Jackson Hole, Nvidia’s Blowout Quarter 8/24/23

Investors looking for insights into Fed Chair Jerome Powell’s process are being well “fed” this week, with the Jackson Hole summit now underway. We’l…

2 years, 6 months ago

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Nvidia On Deck, and Mortgage Market Mayhem 8/23/23

It’s the day Wall Street has been waiting for: Nvidia earnings are here. The stock has already tripled so far this year. Can anything the company say…

2 years, 6 months ago

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Learning From Earnings, and Closed Door 8/22/23

Retail earnings reports are still rolling in. While tech earnings are telling us about the impact of AI. Are corporate profits, and the economy, stro…

2 years, 6 months ago

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16-Year High, Check Please! 8/21/23

The biggest econ event of the summer is upon us: the Fed’s summit in Jackson Hole, WY. We’ll tell you what to expect, as yields continue to soar – in…

2 years, 6 months ago

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Market Madness, Checking Out 8/18/23

Soaring bond yields, and falling stocks. That’s the setup for the markets right now. How worried should investors be about rising rates and the impac…

2 years, 6 months ago

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Inflation Nation, Pharmacy Shakeup 8/17/23

Walmart says consumers are hunting for bargains as inflation squeezes their wallets. But how about the high-end consumer? We’ll talk to the heads of …

2 years, 6 months ago

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Missing The Target, Power Players 8/16/23

Target is slashing its full-year forecast, as the retail giant fails to hold onto an increasingly “thrifty” consumer. We’ll discuss the fallout for b…

2 years, 6 months ago

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A Fitch In Time?, Retail Details 8/15/23

Fitch is putting banks on notice – even the likes of JPMorgan. But Moody’s already downgraded multiple names in the space. In Fitch too late to the g…

2 years, 6 months ago

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Real Estate Ripples?, and On The Hot Seat 8/14/23

China contagion is a concern today, as the country’s real estate sector sells off following a big warning from Country Garden. How bad could the ripp…

2 years, 6 months ago

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