Podcast Episodes
Back to SearchFormer NEC Director Gary Cohn, China Expands the Trade War, “Stock market bottom is likely in place” 04/15/25
Gary Cohn, the former National Economic Council director during President Trump’s term on how shifting tariff policy is impacting investor sentiment …
1 year, 1 month ago
Tariff Exemptions, The Impact for Apple, Yields Retreat from Recent Highs 04/14/25
Investors try and make sense of what exemptions on some Chinese tech exports mean for stocks amid an intensifying trade war. Then the outlook for App…
1 year, 1 month ago
The Tariff Relief Disappears…The outlook for Banks…An internet sector issue ahead? 04/10/25
Stocks sell off after a historic rally yesterday. We discuss why momentum may have turned. Plus, the big banks are set to report tomorrow amid the vo…
1 year, 1 month ago
Retaliatory Tariffs Begin…M&A and IPO outlook amid volatility…Cava CEO weighs in on tariffs & consumer 4/9/25
The markets volatile once again as Europe and China announce retaliatory tariffs. Is there anywhere to hide? We’ll discuss. Plus, what the recent vol…
1 year, 1 month ago
Markets Bounce Bank…The Future of Energy Policy…Is the dollar poised for a comeback? 4/8/25
Markets bounce back after some big down days. Is this a one day bounce or were markets primed for a rally? We debate. Plus, Energy Secretary, Chris W…
1 year, 1 month ago
Buy the dip?...Are there good values in the Magnificent 7 stocks…CEOs start to speak out. 4/7/25
Stocks have a whipsaw session as we continue to gauge the overall impact of tariffs. Do the big downturns provide a buying opportunity? Plus, with th…
1 year, 1 month ago
Fed Chair Powell speaks on the economy and tariffs…Plus, JPMorgan hikes recession odds 4/4/25
Fed Chair Powell reacts to the most recent announcement on tariffs, the jobs report and the outlook for rates during a live speech. Plus, JP Morgan h…
1 year, 1 month ago
Tariffs hit markets…What to buy in Tech…The retail rout 4/3/25
The new tariffs announced causing a big market selloff. Is this an overreaction or is a bigger downturn to come? Plus, should you get out of tech ami…
1 year, 1 month ago
Countdown to Tariffs…Tariffs & The Fed…Congress Weighs in 4/2/25
As we countdown to the President’s tariff announcement, we’ll look at what the market is hoping for and what could lead to sell off. Plus, Senate Fin…
1 year, 1 month ago
What will the second quarter bring for the markets…The impact of tariffs on the pharma industry…Coinbase CEO on the push for crypto on the hill. 04/01/25
As we close out a bearish quarter with the S&P falling more than 10% from its February peak, what will the second quarter bring? We’ll discuss. Plus,…
1 year, 1 month ago