Podcast Episodes

Cyclical Stocks Fall, Chip Wars Heat Up & The Great Economic Divide

Episode 10

MRKT Matrix - Monday, June 3rd

Dow falls 200 points to kick off June trading on concerns about the economy (CNBC) NYSE says technical issue that cau…

2 years, 4 months ago

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Stocks Close Lower On The Week, Billionaires Still Like Trump & OpenAI’s Propaganda Problem

Episode 9

MRKT Matrix - Friday, May 31st

Market Wrap / Selloff (CNBC) Fed Likely to Seek More Evidence Despite Cooler Inflation Data (Bloomberg) Atlanta Fed’s …

2 years, 4 months ago

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Salesforce Down 20%, BYD's New Hybrid & Pressure On Chip Sales To The Middle East

Episode 8

MRKT Matrix - Thursday, May 30th

Market Wrap (FactSet Data & CNBC) US GDP Growth Was Slower Last Quarter on Soft Consumer Spending (Bloomberg) CRM Dr…

2 years, 4 months ago

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Hedge Funds Go All In On Mag7, Jamie Dimon's Warning & A Major Partnership Announced For OpenAI

Episode 7

MRKT Matrix - Wednesday, May 29th

Market Wrap (FactSet Data & CNBC) Hedge Funds’ Exposure to Magnificent Seven at Record High as Nvidia Soars (Bloomb…

2 years, 4 months ago

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New Nasdaq Highs, Rate Hikes Possible & Mistral AI Targets U.S. Tech

Episode 6

MRKT Matrix - Tuesday, May 28th

Market Wrap (FactSet Data & CNBC) UBS Price Target Raise (CNBC) ‘Hindenburg Omen’ triggered last week (CNBC) Fed’s Ka…

2 years, 4 months ago

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Nasdaq Hits Record High, Growth Concerns & Inflation Struggles

Episode 5

MRKT Matrix - Friday, May 24th

Market Wrap (FactSet Data & CNBC) Highest Number Of S&P 500 Companies Citing “AI” On Earnings Calls Over Past 10 Years…

2 years, 4 months ago

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Stock Market Sell-Off, Nvidia Surges, Yields Spike

Episode 4

MRKT Matrix - May 233d, 2024

Market Wrap (FactSet Data & CNBC) Nvidia shares pop 10% to record high after forecast signals unwavering demand for AI c…

2 years, 4 months ago

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Nvidia Earnings, Tesla Troubles, Amazon’s AI Play & How Americans Feel About the Economy

MRKT Matrix - May 22nd, 2024

Nvidia Earnings (FactSet Data & CNBC) Market Wrap (FactSet Data & CNBC) US Existing-Home Sales Unexpectedly Fall, P…

2 years, 5 months ago

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Nvidia Earnings Preview, Rate Cut Expectations & A Secret "Kill Switch" for Chip Makers

Episode 2

MRKT Matrix - May 21st, 2024

Market Wrap (FactSet Data & CNBC) Nvidia earnings could spark $200 billion swing in shares, options show (Reuters) Fed…

2 years, 5 months ago

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Nasdaq New High, Wall Street Bear Turns Bullish, Target Slashes Prices, DC vs. Silicon Valley & Jamie Dimon Signals Retirement

Episode 1

MRKT Matrix - May 20th, 2024

Market Recap (FactSet Data & CNBC) Morgan Stanley stock strategist Mike Wilson raises S&P 500 forecast to 5,400 after be…

2 years, 5 months ago

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