Podcast Episodes
Back to SearchStifel & Taylor Morisson CEOs, The Company Powering AI Data Centers, Argentina’s Bailout Roadblocks 10/22/25
The CEOs of Stifel and Taylor Morrison react to earnings. Stifel gives its outlook for the deal environment, while Taylor Morrison gives on update on…
6 months, 3 weeks ago
Novo Nordisk Board Shake-Up, Google’s OpenAI Threat, Philip Morris CEO on Earnings 10/21/25
Am Major board shake-up at Wegovy maker Novo Nordisk. How that leadership change impacts a stock that is down 50% in a year. Then Alphabet shares fal…
6 months, 3 weeks ago
USA Rare Earth CEO, Australian PM at the White House, Apple Hits All-Time High 10/20/25
The CEO of USA Rare Earth joins the show after the stock has skyrocketed on the back of a trade war with China. Then the Australian Prime Minister vi…
6 months, 3 weeks ago
Oracle’s Deal Spree, Weight Loss Drug Pricing, Apple’s F1 Deal 10/17/25
A look at how Oracle started to win mega-deals over its competitors. Now Inking an agreement with Meta. Looking to further diversify its customer bas…
6 months, 3 weeks ago
Goldman on Bubble Fears, Pain at the Plug, European Underperformance Coming to an End? 10/16/25
Despite growing fears of a bubble, one of Goldman Sachs’ top strategists lays out why the market has more room to run. Then forget pain at the pump, …
6 months, 4 weeks ago
Argentina President Javier Milei, Tim Cook in China, Concerns in the Credit Market? 10/15/25
The President of Argentina joins CNBC as President Trump threatens to withhold economic help should Milei lose the upcoming midterm election. The U.S…
6 months, 4 weeks ago
ECB President Lagarde, U.S. Trade Rep. Jamieson Greer, Wells Fargo CFO 10/14/25
European Central Bank President Christine Lagarde gives her outlook for the Euro and gold. Plus, whether she thinks the market is currently in an AI …
7 months ago
First Interview with New Oracle CEOs, China’s Tariff Response, Broadcom’s OpenAI Deal 10/13/25
The new CEOs of Oracle sit down for their first joint interview since taking the jobs. Their outlook for AI spending, the energy needed to power the …
7 months ago
A ‘Massive’ Increase of Tariffs, Goldman’s Top Earnings Trades
Breaking this hour: President Trump taking to social media to threaten what he is calculating a “massive” increase of tariffs on Chinese products int…
7 months ago
Government Shutdown & Heath Care, The UAE’s AI Advantage, Is Macao Worth a Fresh Bet? 10/9/25
How the government shutdown is impacting the healthcare system. Many patients already feeling the effects. Plus a look at the possibility of skyrocke…
7 months ago