Podcast Episodes
Back to SearchBuyout Behemoth, Microchip CEO, Meta’s Reported AI Delay 5/16/25
One of the industry’s biggest buyout firms, Thoma Bravo’s Orlando Bravo lays out the current state of the deal environment and the key aspects he loo…
11 months, 4 weeks ago
President Trump Takes Aim at Tim Cook, What China Trade Talks Mean for TikTok, Ibotta CEO on Tariffs & the Consumer 5/15/25
Apple CEO Tim Cook is back in the President’s crosshairs. We dive into why the company’s production plans are drawing criticism from the White House.…
1 year ago
Apple’s Continued China Troubles, Super Micro’s Saudi Data Center Deal, Airline CEOs Head to Washington 5/14/25
Reports of discounted iPhone’s in China raise more concerns about consumer demand. Then Super Micro shares surge close to fifty percent over two sess…
1 year ago
Money Movers 5/12/25
“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing t…
1 year ago
Softer 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 tre…
1 year 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 t…
1 year 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 sev…
1 year 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 ou…
1 year 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 t…
1 year 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 …
1 year ago