Podcast Episodes
Back to SearchTech Firms Paying for Increasing Power Bills? Largest U.S. Nat Gas Producer, AI Eating Software 1/16/26
The White House looking to strike a deal to curb the impact of AI demand on power prices. The CEO of EQT, the largest nat gas producer in the U.S. jo…
3 months, 4 weeks ago
Morgan Stanley & Goldman Sachs Hit New Highs, Former National Security Advisor McMaster, AI Chip Demand Fuels TSMC 1/15/26
Shares of Morgan Stanley and Goldman Sachs hit new highs after reporting results. Barclays lays out which stocks in the space are a buy. Then, former…
3 months, 4 weeks ago
Wells Fargo CFO, Plaintiff Layer in Trump Tariff Case, N.D. Sen. Kevin Cramer 1/14/26
The CFO of Wells Fargo joins the show fresh of the earnings call with the stock falling after results. Then a lawyer representing one of the plaintif…
4 months ago
Former NEC Director Gary Cohn, Goldman’s Top Earnings Trades, Global Central Bankers Back Powell 1/13/26
Former NEC director Gary Cohn reacts to this morning’s inflation data and concerns over Fed independence. Then Goldman Sachs out with its quarterly l…
4 months ago
DOJ Investigation into Fed Chair Powell, Former Fed General Counsel, Trump Calls for Credit Card Rate Cap 1/12/26
Investors react to the DOJ investigation into Fed Chair Jerome Powell over the renovations to the central bank’s headquarters. Former Fed general cou…
4 months ago
Toymaker vs. Trump Tariffs, Institutional Single-Family Homeowner Pushes Back, Meta Inks Nuclear Deal 1/9/26
An Illinois toymaker fights against the Trump administrations tariffs. One of the lead plaintiffs in the Supreme Court case challenging the tariffs’ …
4 months ago
Defense Stocks Surge, Federal Housing Director Bill Pulte, Google to Use Gmail History for New AI Tools 1/8/25
Shares of defense contractors jumping after President Trump says he wants to increase defense spending by 50% to $1.5 trillion in 2027. The President…
4 months ago
Venezuela’s Sanctioned Oil Sales, President Trump Takes Aim at NATO, Alaska’s Record Boeing Purchase 1/7/26
New this morning: CNBC breaking the news that the sales of sanctioned Venezuelan oil to the U.S. will continue indefinitely. Now more details about o…
4 months, 1 week ago
Geopolitical Risks and the Bond Market, Amazon’s Head of Devices and Service, AI Robotics Race 1/6/26
Doubleline’s Jeff Sherman lays out opportunities in equities and the bond market despite elevated geopolitical risks. Then, the head of Amazon Device…
4 months, 1 week ago
Venezuela’s Maduro to be Arraigned, Implications for Oil, Chinese AI IPO Pipeline 1/5/26
We’re live outside the courthouse as Venezuela’s Maduro and his wife are arraigned in Manhattan. How should investors be thinking about geopolitical …
4 months, 1 week ago