Podcast Episodes
Back to SearchSofter tone on China…Warning signs from treasury market?...The commodity trade 5/9/25
The President takes a softer tone on China ahead of the first bilateral meeting between the two countries. Plus, are there warning signs that the treasury market is sending? Our market guest says yes…
Published on 7 months, 3 weeks ago
Money Movers 5/8/25
“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program incl…
Published on 7 months, 3 weeks ago
Was the move higher overdone?...The headwinds for the pharma industry…Harvard vs. The Administration 5/7/25
Is the rally overdone? HSBC says yes. We’ll speak to the company’s chief of multi-asset strategy. Plus, the pharma is facing lots of headwinds on several fronts. We’ll speak with the CEO of Teva abou…
Published on 7 months, 3 weeks ago
The rally stalls…The Outlook for Credit…Stagflation ahead? 5/6/25
Oaktree’s, Howard Marks, on the future of this rally and why nothing can happen without a final decision on tariffs. Plus, Kate Koch of TWC on the outlook for credit. And, the latest from CNBC’s Fed …
Published on 7 months, 3 weeks ago
Money Movers 5/5/25
“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program incl…
Published on 7 months, 3 weeks ago
The rally returns…Apple’s tariff issues…Shell CEO on tariffs and oil prices 5/2/25
The S&P on pace to close higher for the ninth straight day – the longest streak in 20 years. So has the rally officially returned. Plus, Apple falls after they announce tariffs will hit them in the c…
Published on 7 months, 4 weeks ago
The Big Tech Comeback…A Golden Outlook…Tax increases necessary? 05/01/25
Meta and Microsoft giving the tech sector a large boost on the back of earnings. Is this a good sign for the return of the rally? Plus, Goldman Sachs says that the rally in gold can continue due to a…
Published on 7 months, 4 weeks ago
Deutsche Bank Cuts its S&P Target…Amazon in the political crosshairs…Novartis’ CEO talks tariffs 4/29/25
Despite the rally we’ve seen in the past few days, Deutsche Bank cuts its S&P 500 and S&P earnings target due to concerns about tariffs. We speak to the firms Chief U.S. equity strategist. Plus, Amaz…
Published on 8 months ago
The Tech Trade Ahead of Earnings…What the charts are saying…A new, exclusive club in DC. 4/28/25
Four mag 7 names are set to report earnings this week. We’ll breakdown the trends to watch and the names that could be buys. Plus, what the charts are saying about the recent rebound in stocks. And, …
Published on 8 months ago
Lazard CEO talks markets, M&A, tariffs and regulatory environment…Two tech giants trade in two different directions…And three cabinet members on the future of energy policy. 4/25/25
The CEO of Lazard, Peter Orszag, joins us to discuss the state of the markets, tariffs policy, the regulatory environment and the company’s recent earnings as assets hit $227 billion. Plus, Alphabet …
Published on 8 months ago