Podcast Episodes
Back to SearchBreaking News: The FTC sues to block Microsoft’s acquisition of Activision 12/7/22
The FTC sues to block Microsoft’s acquisition of Activision. Reaction and analysis from a former FTC Chairman and what the decision means for other d…
3 years, 1 month ago
Europe rallies, tech’s new reality and the CEO of Southwest 12/7/22
Europe’s benchmark index on track for its best quarterly performance since 2009. Is this the start of a bigger European rebound? Plus, tech layoffs e…
3 years, 1 month ago
The stressed consumer, Boeing’s big run and fixing the supply chain. 12/6/22
CEOs of some of the world’s biggest companies describe the consumer as “stressed” and spending as “slowing”. What that means for the economy as we h…
3 years, 1 month ago
The global energy crisis, debating Meta and the Fed pivot. 12/5/22
The global energy crisis enters a new phase. Two energy experts on where prices go from here. Plus, Meta’s mega gains. We have the bull case and th…
3 years, 1 month ago
The Real State of the Economy, Cuts on Wall Street and Elon Musk’s Wild Week 12/2/22
The government employment report shows a stronger labor market than anticipated, but is the economy really as strong as it seems? We look at other c…
3 years, 1 month ago
Mixed signals, housing pain and a big bet on Vegas 12/1/22
Recession or soft landing? The stock and bond markets seem to have different views. Plus, more housing pain in 2023? And the CEO of Vici Properties …
3 years, 1 month ago
Reaction to Powell’s Big Speech 11/30/22
Stocks rally, bond yields drop after Fed Chair Jerome Powell signals smaller rate hikes ahead. Reaction, analysis and your Powell playbook. Hosted by…
3 years, 1 month ago
China’s bounce back, and Waning Confidence 11/29/22
China-related stocks and commodities are rallying today, from steel, to oil, copper and more. This despite ongoing protests in the country. But how m…
3 years, 1 month ago
China’s covid chaos, betting against the consumer & value hunting 11/28/22
Protests against Covid controls spread across China. We’ll look at the impact on commodities, on Apple and on American companies that do business the…
3 years, 1 month ago
Rail strike threat, the Fed minutes & signs of a bottom. 11/23/22
The probability of a rail strike is rising and the chemicals industry could be the hardest hit. The CEO of Huntsman is here to discuss how his compan…
3 years, 1 month ago