Podcast Episodes

Memory Stocks Surge, Early xAI & SpaceX Investor Peter Diamandis, Teva Pharma CEO 4/29/26

What does the surge in memory stocks signal about the broader AI trade? A look at those moves, ahead of four Mag 7 earnings reports tonight. Then ear…

2 weeks ago

Report on OpenAI Revenue Rattles AI Trade, Novartis and Shell CEOs 4/28/26

A new report that says OpenAI has missed some key revenue and user targets hits the AI trade. A look at the sectors and stocks most impacted. Then th…

2 weeks, 1 day ago

Bridgewater Founder Ray Dalio, Setup for Tech Earnings, Calls for DHS Funding Grow 4/27/26

Bridgewater Founder Ray Dalio joins the show, laying out why he says Fed Chair nominee Kevin Warsh shouldn’t cut rates, why wealth taxes could be a b…

2 weeks, 2 days ago

DOJ Drops Probe into Fed Chair Powell, OpenAI CFO Sarah Friar, CrowdStrike CEO on AI Cyber Threats 4/24/26

Former General Council for the Fed Board of Governors, Scott Alverez, reacts to the breaking news the DOJ is dropping its criminal probe into Fed Cha…

2 weeks, 5 days ago

Software Tumbles, Chips Jump, Data Center Opportunity with CBRE CEO, Pinnacle Financial CEO on Consumer 4/23/26

Shares of IBM and ServiceNow drop while Texas Instruments surges on the back on earnings. A look at the dispersion in the tech trade. Then the CEO of…

2 weeks, 6 days ago

GE Vernona & AI Demand, Philip Morris CEO, SpaceX’s AI Strategy 4/22/26

CNBC speaking with the CEO of GE Vernova as that stock surges on the back of earnings. How AI is generating massive demand for that business. Then th…

3 weeks ago

Fed Chair Nominee Kevin Warsh’s Confirmation Hearing 4/21/26

President Trump’s nominee for Fed Chair, Kevin Warsh, takes questions from members of the Senate Banking Committee during his confirmation hearing.

H…

3 weeks, 1 day ago

Iran Ceasefire “Highly Unlikely” to be Extended, QXO CEO on $17B Deal, Early Anthropic Investor 4/20/26

A look at the impact for the energy and equity markets with the President saying an extension of the current ceasefire is unlikely to be extended. Th…

3 weeks, 2 days ago

Stocks Rip, Oil Dips, Strait of Hormuz Opening Remains on Edge, Cerebras Plans Public Debut, Netflix Results 4/17/26

Stocks surge and oil drops as investors react to news about a reopening of the Strait of Hormuz during an Israel/Lebanon ceasefire. But IRGC affiliat…

3 weeks, 5 days ago

Israel/Lebanon Ceasefire, Charles Schwab CEO, Pentagon’s New AI Partner 4/16/26

Breaking this hour: President Trump says Israel and Lebanon will begin a 10-day ceasefire today at 5pm ET. Then, the CEO of Charles Schwab with his f…

3 weeks, 6 days ago