Podcast Episodes

Recession Obsession, The Wegovy Effect and the Live Entertainment Boom 9/5/23

Markets no longer seem obsessed about the possibility of recession.  Goldman Sachs cuts its recession probability to 15% and consumer staples stocks …

2 years, 10 months ago

The ‘Just Right’ Jobs Report 9/1/23

The economy added 187,000 jobs in August. Not a lot, but not too many either. While the unemployment rate moved higher, but not too high. Markets see…

2 years, 10 months ago

Rally Keeps Rolling, The ‘Exor-Swift’ 8/31/23

The tech rally rolls on, as today’s key earnings reports seemed to satisfy the markets. Will tomorrow jobs report be enough to keep it going as well?…

2 years, 10 months ago

Late-Summer Rally, Speed Bumps for Self-Driving 8/30/23

Markets are experiencing a late-summer rally, especially for tech stocks. The Nasdaq is on pace for its 7th positive day in the past 8 sessions. We’l…

2 years, 10 months ago

Business Meets Politics 8/29/23

President Biden is set to speak about Medicare drug prices. While the FDIC plans to force banks to protect themselves in case of failure.

And the SEC …

2 years, 10 months ago

Raimondo's China Trip, Tiger Attacked 8/28/23

Commerce Secretary Gina Raimondo is visiting China, just as the nation’s real estate market takes another hit. This is the third trip to China by a B…

2 years, 10 months ago

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, 11 months ago

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, 11 months ago

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, 11 months ago

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, 11 months ago