Podcast Episodes
Back to SearchMarkets in turmoil, the dollar threat and an earnings recession ahead? 9/23/22
The Dow breaks below 30,000 to a new low for the year, falling into bear market territory. As stocks fall, the dollar strengthens, hitting its highes…
3 years, 3 months ago
Global rate hikes, the Main St. economy and investing in bonds. 9/22/22
Central banks around the world are hiking rates presenting investors with new opportunities in fixed income. Plus, the CEO of Valley National Bank te…
3 years, 3 months ago
The Fed Decision 9/21/22
The Fed hikes rates by another 75-basis points and is forecasting more sizable rate hikes to come. We have the decision plus reaction and analysis f…
3 years, 3 months ago
The case for a 100bp rate hike, Jay Leno’s conversation with Elon Musk and smoother sailing for cruise stocks? 9/20/22
Nomura’s senior economist makes the case for a 100-basis point rate hike by the Fed tomorrow. Plus, Norwegian cruise lines is upgraded to buy. Why t…
3 years, 3 months ago
Rising rates, the housing trade and defense as your best offense. 9/19/22
Yields surge ahead of the Fed meeting Wednesday. We’ll break down the impact on different corners of the economy and the market. Plus, the housing t…
3 years, 3 months ago
FedEx’s warning, stocks vs bonds and the Blink Charging CEO 9/16/22
FedEx’s CEO says he expects the economy to enter a worldwide recession. As investors grow concerned about the health of the economy, are bonds finall…
3 years, 3 months ago
Recession risk, confusing market and the end of work from home? 9/15/22
Will the Fed’s aggressive rate hiking strategy cause the economy to crack? s====Plus, a market veteran says this is the most confusing market she’s e…
3 years, 3 months ago
Tech turbulence, demo the reno trade and what’s in a Momentum ETF 9/14/22
From mega cap tech to chips to cloud stocks, which will rebound after yesterday’s rout and which have more to fall? Plus, as mortgage rates spike sho…
3 years, 3 months ago
A Sell-Off on Wall Street 9/13/22
The rout on Wall Street intensifies. The Dow falls more than 1,000 points in afternoon trading following the hotter than expected consumer inflation…
3 years, 3 months ago
The Deflation Threat, Utilities Tug-Of-War and ‘Sell’ Roblox 9/12/22
Elon Musk and Cathie Wood warn of the risk of deflation. Is deflation now a bigger long term threat to the economy than inflation? Plus, utilities h…
3 years, 3 months ago