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Money Moves On
Episode 744
U.S. stocks slipped again as investors reacted to Alphabet's earnings, strong numbers paired with a spending plan that landed like a very expensive s…
8 months, 3 weeks ago
Wall Street: When AI Stops Being a Buzzword and Starts Being a Threat
Episode 743
Software, we were told, is the cleanest business model on Earth: low marginal costs, recurring subscriptions and loyal customers. The software sector…
8 months, 3 weeks ago
Brace for the Earnings Flood
Episode 742
Roughly a quarter of the S&P 500 reports earnings this week, and investors are no longer satisfied with glossy talk about "innovation". They want pro…
8 months, 4 weeks ago
America's New Gold Rush (and Why It Just Face-Planted)
Episode 741
For a while there, investors had found what looked like the perfect adult version of having it all: stay heavily exposed to artificial-intelligence s…
8 months, 4 weeks ago
The Fed’s Next Chair: Reformist, Realist, or Rubber Stamp?
Episode 740
That's official, Donald Trump nominated Kevin Warsh to chair the Federal Reserve. After sliding overnight, futures cut some losses once the announcem…
9 months ago
Big Tech Is Burning Cash, and Wall Street Wants Receipts
Episode 739
Thursday morning, stocks looked set to rise as investors assessed Big Tech earnings: many companies are spending billions on AI, some are rewarded, o…
9 months ago
The Dollar's Drop Is a Warning Shot
Episode 738
The U.S. dollar used to have one of the most valuable traits a currency can possess: it was boring. Not boring as in irrelevant. Boring as in dependa…
9 months ago
Markets Are Calm. Everything Else Isn’t.
Episode 737
This week, corporate earnings, interest rates, trade threats, currency jitters, precious metals, and a looming government shutdown are all colliding.…
9 months ago
Planting Hedges Early
Episode 736
America is having one of those weeks where everything looks fine, until you notice how tightly everyone is gripping the steering wheel. The U.S. econ…
9 months ago
The Market’s Favorite Question Right Now: Is This a Return to Normal, or Just a Pause?
Episode 735
For a brief moment this week, investors are allowing themselves a small, fragile hope: maybe things aren't getting worse. After a sharp selloff earli…
9 months, 1 week ago