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 hot…
9 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 conc…
9 months, 2 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 an…
9 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 stable…
9 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 …
9 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 th…
9 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’ l…
9 months, 3 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 impa…
9 months, 4 weeks 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 i…
10 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 …
10 months ago