Podcast Episodes
Back to SearchLooking for the next leg for growth… The next wave of tariffs on deck…Edgewell takes an FX hit. 02/10/25
Stock coming off two straight down weeks as the magnificent seven stocks can’t seem to prop up the market. So where will the next wave of growth come from? We’ll discuss. Plus, steel and aluminum app…
Published on 10 months, 3 weeks ago
Making sense of a murky jobs picture…Affirm shares jump on strong earnings…The end of carried interest tax breaks? 02/07/25
A murky jobs picture and a drop in consumer confidence has the markets on edge. What could it mean for the future of Fed rate cuts? We’ll discuss. Plus, the CEO of Affirm on the company’s big earning…
Published on 10 months, 3 weeks ago
Does the earnings cycle justify the move higher?...Ralph Lauren CEO talks consumer demand…and the rising pay of NFL players.
As we close out the busiest week of earnings, do the numbers justify the continued rally? We’ll discuss. Plus, Ralph Lauren stock hits an all-time high as earnings beat. The CEO walks us through the …
Published on 10 months, 3 weeks ago
Is Alphabet spending too much?…The President’s social security nominee talks plans for the department…Are experiences the future of real estate? 02/05/25
Alphabet shares tumble as the company disappoints the street. What’s next for the internet giant and the rest of the big tech stocks? Plus, Fiserv CEO joins us to talk about the company’s earnings an…
Published on 10 months, 3 weeks ago
Navigating the market tariff volatility…The setup for Alphabet’s earnings… Why dark clouds are circling Europe. 02/04/25
As the market continues to digest the back and forth on tariffs, where’s the best place to put money to work? Janus Henderson makes the case for small and mid cap stocks. Plus, a new investigation by…
Published on 10 months, 3 weeks ago
Boston Fed President, Susan Collins, on the Fed and tariffs…What’s Next for Emerging Markets… Can the homebuilding sector handle tariffs? 2/3/25
As the President announces new tariffs, Boston Fed President Susan Collins breaks down what it means for the Fed’s next move on rates with the potential for higher inflation. Plus, what’s next for em…
Published on 10 months, 4 weeks ago
Tech Earnings Fuel a Nasdaq weekly bounce back… Palantir CEO, Alex Karp, talks defense spending and the AI race…HPE CEO responds to the DOJ lawsuit blocking its latest deal. 1/31/25
Despite the big weekly volatility, the Nasdaq is closing out with gains. Can next week’s tech earnings keep the rally going? Plus, Palantir CEO Alex Karp shares his views on the new administration, A…
Published on 11 months ago
Money Movers 1/30/25
“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 11 months ago
A “watershed” moment for software stocks…Time to buy small caps?...Pharma drug pricing in focus. 1/29/25
As the AI race heats up, could it be a “watershed” moment for the software stocks? We debate and give you some names to buy. Plus, why the new administration could be bullish for small caps. And, Tev…
Published on 11 months ago
Buy the Deepseek selloff…Smooth sailing for Royal Caribbean…Is this the software sector’s big moment? 1/28/25
Tech stocks took a dive on worries about AI spending, but one tech veteran says don’t panic and stay invested. Plus, the CEO of Royal Caribbean breaks down the quarter after reporting very strong boo…
Published on 11 months ago