Podcast Episodes
Back to SearchWall Street Piles on Tesla, A CoreWeave Bear Call, Meta Makes Big AI Investment 6/10/25
J.P.Morgan says its time to sell Tesla. Adding to a growing list of Wall Street firms that turned bearish this week. Then it’s one of this year’s hottest IPOs. Coreweave surging nearly 300% since its…
Published on 6 months, 2 weeks ago
Tesla Downgrades, Media Breakup, Opportunities in Credit 6/9/25
The street turns cautious on Tesla with two Wall Street firms downgrading the stock. Why the rift between Elon Musk and the President is raising concerns. Then Warner Brothers Discovery is headed for…
Published on 6 months, 3 weeks ago
Tesla Shareholder Reaction to Washington Fallout, Silicon Valley Titan Jim Breyer, Former Fed Vice Chair 6/6/25
Tesla shareholder reaction to the fallout between Elon Musk and President Trump. NYC comptroller Brad Lander, who oversees the city’s pension fund and stake of more than three million Tesla shares la…
Published on 6 months, 3 weeks ago
President Trump Welcomes the German Chancellor, Circle CEO on IPO, A Small Sector Poised for a Big Breakout 6/5/25
President Trump addresses the press, discussing his call with Chinese President Xi while also welcoming the German Chancellor. Plus the CEO of stablecoin issuer Circle joins the show. His company mak…
Published on 6 months, 3 weeks ago
Wells Fargo Out of the Penalty Box, HPE CEO on AI Demand, Controversial Nat Gas Pipeline Project Revived 6/4/25
After 7 years Wells Fargo is once again allowed to grow deposits, after being penalized for its fake account scandal. What’s it mean for the rest of the sector, particularly the regionals? We discuss…
Published on 6 months, 3 weeks ago
Meta’s Nuclear Deal, The Tariff Tax, Tri Pointe Homes CEO 6/3/25
Nuclear stocks rally after Meta announces a deal for nuclear power with Constellation Energy. We talk to one analyst who lays out his top picks in the space. Then the tariff tax for retailers. A deta…
Published on 6 months, 3 weeks ago
China Counters Trump’s Trade Accusations, Marriott CEO on Travel Demand, Cracks Emerging in the Bond Market? 6/2/25
China pushes back against U.S. accusations that it violated parts of the Geneva trade agreement. Sources tell CNBC talks between the two countries’ leaders could take place as soon as this week. Then…
Published on 6 months, 4 weeks ago
President Trump Takes Aim at China, Apple Falls Behind Mag 7 Rivals, The Bull Case for Netflix 5/30/25
The President takes to social media saying China “Totally violated its agreement” with the U.S. when it comes to a trade deal. We break down the impact for the market. Then Apple the only Mag 7 name …
Published on 7 months ago
What’s Next for Trade Deals? Nvidia Sparks Global Chip Rally, Musk Feuds with OpenAI 5/29/25
After a court blocks the President’s sweeping tariffs, what’s the impact on future trade deals? We discuss. Then Nvidia results spark a move higher in the chips. How export restrictions and a global …
Published on 7 months ago
The Future of Fannie Mae and Freddie Mac, Chip Restrictions & Nvidia Results, Retail Results and the Consumer 5/28/25
Bill Pulte, the FHFA Director and Chairman of Fannie Mae and Freddie Mac joins the show after the President says he’s exploring taking the companies public. Plus he responds to the drop in FICO stock…
Published on 7 months ago