Podcast Episodes
Back to SearchTwo market power players, crude realities and peak jobs? 8/16/22
Apple and Microsoft make up more than 13% of the S&P’s market cap. Is there a danger in that much concentration at the top? Plus, Goldman Sachs’ Jef…
3 years, 6 months ago
Retail Rivalry, Oil Slumps and the Anti-ESG Movement 8/15/22
Walmart and Target report earnings this week. Which company has a better handle on inventory and margins? The bull case for both. Plus, oil prices …
3 years, 6 months ago
The market rally gains steam, tech takes off and what a bottle of bourbon is telling us about inflation. 8/12/22
Tech stocks making a comeback. The sector rallying 20% off the June lows with Amazon, Netflix and Apple all up more than 30 percent. Our market pro …
3 years, 6 months ago
Sticky inflation, a chip power player and falling gas prices. 8/11/22
Companies are hiking prices at a rapid pace. But once they go up, it may take a long time for them to come down. Plus, the CEO of ON Semi. He’ll exp…
3 years, 6 months ago
Inflation Deceleration, and a Housing Bottom? 8/10/22
Stocks are rallying, as investors cheer the lighter-than-expected inflation report. We’ll break down where prices are decelerating, and if it’s time …
3 years, 6 months ago
Meme stocks, a regional bank CEO and trading high short interest stocks. 8/9/22
What the big run-up in meme stocks says about market sentiment. Plus, the CEO of Valley Bank on whether he’s seeing signs of recession. And the high …
3 years, 6 months ago
Breaking Down the Senate Bill, Nvidia’s warning and a big move at the box office 8/8/22
The Senate passes a major economic bill which could have a huge impact on companies in many sectors. We look at EVs, solar and health care for poten…
3 years, 6 months ago
The End Of A Road Trip, Russia Myth Busting, And Is The Economy Running Too Hot? 8/5/22
The jobs report blowing away Wall Street’s expectations. Renewing fears the economy could be running too hot. Former New Orleans Mayor Marc Morial we…
3 years, 6 months ago
Countdown to jobs report, travel troubles and Falling Gas Prices 8/4/22
Ahead of the big July jobs report we hear from the CEOs of Adidas and Ethan Allen about the state of the economy. There were big expectations for the…
3 years, 6 months ago
The Fed tells markets rates will keep rising. The start of something big for biotech? And a bold prediction for Beyond Meat 8/3/22
Fed officials warn the markets rates will be higher for longer. News from Moderna and Alnylam lifts biotech, could the sector be ready for a longer-t…
3 years, 6 months ago