Podcast Episodes
Back to SearchThe 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, 4 months 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, 4 months 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, 4 months 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, 4 months 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, 4 months 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, 4 months 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, 4 months ago
Tesla’s technicals, biotech’s bounce and trading stocks at 52-week highs. 11/22/22
Tesla’s stock has been cut in half this year, trading way below the average Wall Street price target. A technician tells us where she thinks the sto…
3 years, 4 months ago
Iger’s back, trading the Nasdaq & holiday cheer? 11/21/22
Shares of Disney rise after the surprise ouster of CEO Bob Chapek and the return of Bob Iger. But Iger’s to-do list is long if he’s going to regain …
3 years, 5 months ago
Signs of Optimism, a crypto bank CEO defends its business & America’s betting boom 11/18/22
From softer than expected inflation to a stronger consumer, is the economy in better shape than many think? Plus, the CEO of Silvergate defends his …
3 years, 5 months ago