All Episodes
The Week That Is — 22 episodes
Divergent tales from GOOG, META earnings, Spirit crashes and Jane Street soars
Nvidia, Apple, Intel and a valuation story on market movers vs. makers
Headlines, earnings season and stocks are converging at pivot points
The Fed's tough spot, private credit's crisis and why fundamentals beat sentiments
Finding the winners and losers in oil, IPOs and outer space
Turning down the heat and conclusion-jumping on war, AI; watching jobs, inflation and rates
Micron's earnings win but market loss, higher for longer oil prices and the next AI trend
Oil at $100+ per barrel, Microsoft takes its beating, and the market's resulting nervousness
The early and lasting impacts of war, higher inflation and the market's biggest deal
'Disruption' is the word for oil, software, markets and individual investors
Expect a GDP rebound, trade-policy madness and predictions to become 'investable'
Software nosedives, America sells off and the Dow leads the way
Will software rebound, will jobs and inflation numbers spook the market and bets versus 'predictions'
Volatility spikes, winners and loser in Big Tech earnings, and Musk deals with himself
Davos fallout, earnings feelings versus fundamentals, and the next commodities move
Financials get earnings season off to a hot start, that should keep rolling
The latest jobs report, the next inflation numbers and moving forward with tariffs
How Venezuela will shape global economics, energy stocks and the future of socialism
Why gold, monetary policy were a bigger story than A.I. this year
A tale of two tech stocks, the bidding war for content and a holiday wish
Merger mania, a refreshing pause and a moonshot of an IPO
Introducing "The Week That Is"; here's what it's all about