Podcast Episodes
Back to SearchU.S. Special Envoy for Peace Missions Steve Witkoff, HPE CEO on Earnings, Nvidia Making a Software Push? 3/10/26
Special Envoy Steve Witkoff on the latest negotiations with Iran. Making headlines about how close Iran was the obtaining a nuclear weapon and why th…
2 weeks ago
NY Fed Inflation Expectations, Market Bounces Off Lows as Oil Spikes, Jet Fuel Impact on Travel 3/9/26
Breaking this hour: the New York Fed releases its survey of consumer inflation expectations for the month of February. Then Goldman’s co-head of glob…
2 weeks, 1 day ago
Fed Governor Stephen Miran, Energy Prices Surge, New Labor Market Study 3/6/26
Fed Governor Stephen Miran discusses his outlook for rate policy after a much weaker than expected jobs report. Plus, as energy prices surge, he addr…
2 weeks, 4 days ago
Oaktree’s Howard Marks, Broadcom’s AI Runway, Okta CEO on Earnings 3/5/26
Oaktree’s Howard Marks lays out how he’s thinking about the AI trade and software, detailing how his personal experience with Claude changed his mind…
2 weeks, 4 days ago
Global Stocks React to War in Iran, New Anthropic Revenue Numbers, Microsoft Destroying its Own Moat? 3/4/26
Investors react to continued escalation around the globe with Asian stocks plummeting. Deutsche Bank lays out its playbook for navigating the volatil…
2 weeks, 6 days ago
Market Reaction to Iran Escalation, A16Z’s Ben Horowitz, MongoDB CEO on Earnings 3/3/26
Stocks drop sharply on continued fighting in the Middle East. Two of Wall Street’s top strategists lay out how to think about positioning with so muc…
3 weeks ago
Trump Addresses Iran Attacks, Former Iran Nuclear Deal Negotiator, Anthropic Blacklisted by Pentagon 3/2/26
The President addresses the latest on the war with Iran, reiterating the assertion that Iran cannot obtain a nuclear weapon. Then, lead U.S. negotiat…
3 weeks, 1 day ago
Money Movers 2/27/26
“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing t…
3 weeks, 4 days ago
Street Reacts to Nvidia, Software Earnings, State Farm Dividend to Customers, The Case for Small Caps 2/26/26
Street reaction to Nvidia and software results. Nvidia dragging down the major indices as shares move lower after earnings. Plus, State Farm returnin…
3 weeks, 5 days ago
New Test for Software, Cava CEO on Earnings, DoD Targets Anthropic 2/25/26
Software faces it latest test with results from Workday. A look ahead to earnings from Salesforce and Snowflake. Plus, the CEO of Cava with his first…
3 weeks, 6 days ago