All Episodes

Stocks Sell Off on Tariff Fears 3/4/25

Countdown to Tariffs, Buying the Dips, Uranium U-Turn 3/3/25

Trump-Zelenskyy Oval Office Clash Causes Intraday Sell-Off 02/28/25

Markets Tug-of-War, Retail & Tariffs, Trump’s Gold Card 02/27/25

Andy Jassy on the Record and Nvidia After the Bell 02/26/25

Weighing Risks: Policies vs. Mag 7 02/25/25

Dimon's Macro Outlook, Berkshire Hathaway’s Cash Pile 2/24/25

Sentiment Sinks Stocks, UnitedHealth Plunges, Retail Under Trump 2.0 2/21/25

Uncertainty Hits Stocks, Fed’s Path Forward, Health of Homebuilders 2/20/25

Winning Growth Names, Inflation Impact of Trump Tariffs 2/19/25

VAT = Value Added Tariff?, The Future of Intel, U.S.-Russia Ukraine Talks 2/18/25

Stocks Shake Off Inflation & Tariff Fears, Defense Spending Cut?, Intel’s Winning Week 02/14/25

New Trump Tariffs, DOGE a Distraction for Musk?, Russia-Ukraine Truce Talks 02/13/25

Hot CPI Hits Stocks, Powell Day 2, Musk’s DOGE Vision 02/12/25

Powell on Capitol Hill, Musk vs. Altman, Tesla vs. OpenAI 02/11/25

Zero 2024 Rate Cuts?, Frontier CEO Exclusive, Titan America IPO 02/07/25

Jobs Report Countdown, Tech Blip or Breakdown, Earnings Exchange: AMZN, AFRM, EXPE 02/06/25

Alphabet Soup-er Sell-off, DeepSeek Data Risks, Gold’s Shiny Rally 02/05/25

Palantir’s Earnings Pop, Stock Split List, Retail Headwinds on the Horizon 02/04/25

Trump Tariff Whiplash, Lumber Supply Shock, Nvidia Nvincible No More? 02/03/25

Fed’s Path Forward, Nvidia CEO at White House, Tariffs to Take Effect 1/31/25

Tesla’s Bumpy Ride, Mag 7 Shift, UPS’ Worst Day Ever 1/30/25

Countdown to Fed Decision, AI Arms Race, Earnings Exchange: MSFT, TSLA, CAT 1/29/25

DeepSeek Aftermath, Is Tech’s Pain Healthcare’s Gain?, Trump tariffs & the Fed 1/28/25

DeepSeek & Rate Cuts 1/27/25

Bullish with a “But”, Three Cuts to Come?, Netflix’s Big Week 1/24/25

Trump vs. Banks, Renewed Inflation Risk, Netflix: Full Stream Ahead? 1/23/25

Stargate Project, The Case for Small Caps, Chuck E. Cheese Comeback 1/22/25

The Trump Agenda, Bradley Tusk on Silicon Valley, National Energy Emergency 1/21/25

TikTok Ban Upheld, The Trump Crypto Rally, and Happy Retirement, Toni! 01/17/25

Trump’s Treasury Pick Testifies, Citi CEO Exclusive, USAA CEO on California Wildfires 1/16/25

CPI Rallies Market, M&A in 2025, Social Media Shift 1/15/25

Catalysts vs. Concerns, TikTok-alypse Now?, Earnings Preseason 1/14/25

Rates & the Rally, Zuckerberg vs. Apple, Redfin CEO on California Wildfires 01/13/25

Jobs Report Sinks Stocks, Venu Sports Shuttered, The Greenland Grab 1/10/25

LA Wildfires & Quantum Computing 1/8/25

Meta’s Fact-Checking About-Face and Wall Street’s Call of the Day: Sell Apple 1/7/25

Tariff Talk, Disney Strikes Deal, 2025: Year of Airline Underdogs 01/06/25

First Vote for House Speaker, Bullish on the U.S., Market’s 3 Body Problem 1/3/25

4 Rate Cuts in ’25?, Tesla Deliveries Drop, Nat Gas Picks & Shovels 1/2/25

AI’s Time to Grow Up?, Premium Trades for 2025, New Year’s Eve at the NYSE 12/31/24

Citi’s 2025 Themes & Trades, Homeflipping Flop, Jimmy Carter’s Legacy 12/30/24

Friday’s Sell-off 12/27/24

Discounting Disinflation in ’25, The Footwear Names to Slip Into, Commercial Real Estate Outlook 12/26/24

Risk of a Fed Policy Error, How to Position in Retail 12/24/24

Too Much Noise in the Markets, Retailer M&A in 2025, Media Predictions from the C-Suite 12/23/24

The Fed's Next Moves, Inflection Point for GLP-1 Drugs? 12/20/24

Musk: The Ultimate Bond Vigilante, Dysfunction in DC, and Bloom Energy CEO Exclusive 12/19/24

Fundamentals of the Mag 7 Rally, Chip Wars Between Nvidia & Broadcom 12/18/24

Consumers Getting Cautious, Geopolitical Uncertainty Growing, BofA’s Food Forecast 12/17/24

Controversial Cut & Nvidia Risks 12/16/24

Broadcom’s Boom, Market’s Breadth Problem, Rep. Gottheimer on NJ drones & Potential TikTok Ban 12/13/24

ServiceTitan’s Public Debut, Trump on Crypto, Future of Evtol 12/12/24

Trump's FTC Pick, Bitcoin Retakes $100K Level, Tracking Grocery Inflation 12/11/24

How DOGE Can Reshape Real Estate, The Renewed Space Race, Outlooks for 2025 12/10/24

UnitedHealthcare CEO Shooting, Gen AI's Power Problems & The Fed's Next Move 12/9/24

Pause on Fed Pause?, Hiring Doom Loop, Tech Takeaways 12/6/24

Mike Novogratz & Bitcoin $100K 12/52/4

Fed Chair Powell at DealBook, No Cut Conundrum, GOP vs. Housing Inflation 12/4/24

“No Cut” Trade, 2025 Software Playbook, Out on Instacart 12/3/24

Top Retail Picks for The Holiday, The Future of U.S. Education 12/2/24

No Stopping the Rally?, Bitcoin’s Path to $500K, Black Friday Retail Rush 11/29/24

Black Friday, Shopable Ads, Tariff Impact on Semiconductor Sector 11/27/24

Tariffs & Trades, Red Flags?, Health of Housing 11/26/24

Markets Cheer Trump Cabinet Pick, The Pasta Sauce Spending Indicator, and Gen Z’s “It” List 11/25/24

AI Innovation & Impact, Trump 2.0 & Corporate Profits, Bitcoin’s March to $100K 11/22/24

Nvidia, M&A Activity in 2025 & Hyundai's EV Ambitions 11/21/24

Trump Tariffs 2.0, Crypto & Klarna CEO 11/20/24

Russia-Ukraine Tensions Rising, Semiconductor Near-term Headwinds, Off-Price On Deck 11/19/24

How to Trade on Thanksgiving Travel, The Future of Retail 11/18/24

Trump Transition, Finding Opportunities, Undervalued Mag 7 Stocks 11/15/24

Post-Election Rally Stalling? 11/14/24

Sticky Inflation, Musk's White House Influence 11/13/24

Musk’s Influence & Disney on Deck 11/12/24

The Home Improvement Trade, Economic Headwinds in China 11/11/24

Momentum Rules, Global Assets, Trump Winners 11/8/24

Fed Decision Countdown, Trump Tariff Impact, Upwork CEO on Earnings 11/7/24

Election Market Rally, Countdown to Fed Decision, Broadcast M&A Coming Soon? 11/06/24

Election Day 2024, Foreign Policy Fallout, Fed Decision Countdown 11/5/24

Final Election Countdown, Consumer Trades, Berkshire’s Money Moves 11/4/24

Jobs Warning Signal?, Read on Retail, 3 Buys & A Bail: MSFT, LLY, PTON, SNAP 11/1/24

Big Tech Earnings, Comcast Considers Spinoff, CEOs of Generac, Equinix & Kontoor Brands 10/31/24

Economy Still Resilient? 10/30/24

Tech Policy Under Harris vs. Trump & State of the Consumer 10/29/24

Big Tech on Deck, The 22-Hour Trading Day, and the Elder Care Gap 10/28/24

Investment Opportunities Abroad & Under-the-Radar AI Names 10/25/24

Big Tech & The Fed's Rate Path 10/24/24

The Bonds to Buy, “Sleepwalking into an Economic Storm”, Tesla Results on Deck 10/23/24

Take a Page from Japan, Win-Win for Disney & Nike?, Next Gen Generative AI 10/22/24

Rate Reversal, Unhealthy Returns, 15 Days Until Election Day 10/21/24

Cause for a Pause?, Read on REITs, Manufacturing in Mexico 10/18/24

Trading the AI story, Viral f(AI)ke podcasts, Earnings Exchange: NFLX, AXP, PG 10/17/24

The Trades Ahead of Earnings, The Tech Value Name to Buy Now, and The Bottom Line on Tariffs 10/16/24

The Path for Oil Prices, Health Care as a Growth Sector, and Soaring, Shipping, & Storing 10/15/24

A Boeing Debate, China Risks vs. Rewards, and Using AI for a Trading Edge

Tesla’s Cybercab Debut, GOP’s Union Push, and Potential Pause Picks 10/11/24

Data Distortion, Fading the Fed, Robotaxi Reveal

Can Nvidia's Run Continue? Recession Odds & Milton's Impact on Leisure 10/9/24

Bracing for Milton, GM Investor Day, Kendra Scott CEO 10/8/24

Florida Bracing for Milton, Mortgage Rates Rising & September Jobs Report 10/7/24