Podcast Episodes
Back to SearchSoftware Bounces Back, Meta’s Broadcom Deal, UK’s Growth Warning 4/15/26
What’s behind the rebound in many software names this week? Jefferies’ Brent Thill breaks down some potential drivers. Then What Meta’s deal with Bro…
4 weeks ago
Wells Fargo CFO on Earnings, Carlyle CEO on Private Credit, Boeing Orders and Deliveries 4/14/26
The CFO of Wells Fargo in his first interview after reporting results. Why the company decided to break out its exposure to private credit. Then the …
4 weeks, 1 day ago
Money Movers 4/13/26
“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 month ago
Benchmark’s Bill Gurley, CoreWeave Strikes Deal with Anthropic, New Treatment for Pancreatic Cancer 4/10/26
Concerns grow over AI’s cyber security risks with the Fed Chair and Treasury Secretary meeting with bank executives. Legendary investor Bill Gurley l…
1 month ago
New Israel-Lebanon Talks, IMF Chief on Iran War and Growth, States Move to Ban New Data Centers 4/9/26
Breaking this hour: Israel Prime Minister Netanyahu instructing his officials to start direct talks with Lebanon as soon as possible. Then, IMF chief…
1 month ago
Will the Ceasefire Last? Former Energy Secretary Moniz, Anthropic Limits Access to AI Model 4/8/26
Retired General Mark Kimmett lays out the diplomatic and military options left for the U.S. in Iran, after a ceasefire that he says gives Iran the up…
1 month ago
Inflation Expectations Rise, AWS CEO, What’s Behind Apple’s Drop 4/7/26
The New York Fed out with new inflation expectation numbers, showing consumers inflation worries are growing. Then, the CEO of AWS on the company’s i…
1 month ago
NEC Director Kevin Hassett, OpenAI’s IPO Timeline, Anaplan CEO on Software Disruption 4/6/26
NEC Director Kevin Hassett detailing the impact of the Iran war on gas prices, making the case that the spike in prices will be short term even as th…
1 month, 1 week ago
Geopolitical Risks for Investors, Oil Surges, Early SpaceX Investor 4/2/26
New reports about potential protocol to oversee the Strait of Hormuz helps lift stocks off the lows. TD Bank U.S. Vice Chair Jeff Solomon lays out wh…
1 month, 1 week ago
Eli Lilly’s Oral GLP-1 Approved, SpaceX Confidentially Files for IPO, Potential Activist Targets 4/1/26
Breaking this hour… Eli Lilly’s oral weight-loss pill approved by the FDA. What the company’s CEO told CNBC about the growth story. Then new reports …
1 month, 1 week ago