Episodios
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The Trump-backed, multibillion-dollar AI initiative “Stargate” answers some key questions about the AI trade, according to one analyst. Plus, JPMorgan Chase CEO Jamie Dimon says a strong dollar isn’t bad, but P&G’s CEO says it isn’t good either, and our market guest says staying small helps avoid it altogether. And the CEO of Chuck E. Cheese’s parent company joins us with the latest on their turnaround efforts after filing for, and emerging from, bankruptcy in 2020.
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Day 1 of Trump 2.0 brought 46 presidential actions, along with a shift in tone on tariffs that the market seems to be welcoming today. We have the latest and what could happen next. Plus, venture capitalist Bradley Tusk says Trump repealing Biden’s orders on AI doesn’t matter and will join us to explain. And S&P Vice Chair Dan Yergin is live from Davos with the business community’s reaction to Trump declaring a “national energy emergency”.
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Will TikTok go dark this weekend? Will Elon Musk buy it? We game out the likely scenarios for the social media apps—and dig into the cybersecurity risks for both users and non-users alike. Bitcoin up 10% in the week before Trump’s inauguration, just how high crypto can go this year, according to Standard Chartered. Plus, Bernstein analyst Toni Sacconaghi tells us where he’s finding value in big tech in his final TV interview ahead of retirement.
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President-elect Trump’s pick for Treasury Secretary is testifying before the Senate Banking Committee. Plus, we have an exclusive sit-down interview with Citi CEO Jane Fraser on the heels of the bank’s strong quarterly results. And USAA’s CEO is on the ground in California as residents begin to rebuild their lives in the wake of the devastating wildfires.
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Inflation is cooling, yields are dropping, and stocks are rallying. Can today’s market action last or is it a last hurrah before tariffs take center stage? Plus, deal activity is surging to start the year. We’ll look at who could be next. And we’ll speak with one TikTok creator with millions of dollars at stake about how she’s preparing for a potential ban.
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Stocks moving lower on the eve of earnings season, but our guest is warning of a different risk that the market is underpricing. Plus, TikTok denying a report that it’s weighing a sale to Elon Musk. We’ll look at the platform’s most likely path forward. And our strategist has the sectors he expects to come out on top this earnings season, and some of them may surprise you.
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The global surge in bond yields and the dollar is putting pressure on tech stocks. We’ll dig into how long these headwinds could persist. Plus, Meta CEO Mark Zuckerberg is calling out Apple for a lack of innovation and for “squeezing people.” We’ll look at the potential fallout for advertisers amid his recent political shift. And Redfin is fielding thousands of calls as the rental market looks to absorb the fallout from the California wildfires. We’ll check on the real estate market with the broker’s CEO.
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Stocks selling off on today’s jobs report, now erasing all their post-election gains, and one of our guests says don’t expect that to change until yields move lower. Plus, Disney, Fox and Warner Bros. are pulling the plug on their joint venture, Venu Sports. We’ll look at why and what it means for the media landscape. And NATO’s former Supreme Allied Commander Adm. James Stavridis joins us with a look at Greenland’s strategic importance and how the U.S. can expand its presence there.
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Deadly wildfires continue to devastate Southern California. We speak with two people directly impacted. Plus, we’re decades away from useful quantum computers – or so says Nvidia CEO Jensen Huang. We talk to one CEO who says that timeline is dead-wrong.
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Mark Zuckerberg is taking a page out of Elon Musk’s playbook by eliminating fact checkers in favor of community notes. We have the details and a look at the bigger battle that could be brewing. Plus, MoffettNathanson is downgrading Apple to Sell for the first time, and it’s got Wall Street second-guessing the stock. The analyst behind that call joins us to make his case.
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Pres.-elect Trump denies he’s considering paring back tariffs, so what would a full rollout mean for stocks, bonds, and currencies? We’ll debate. Plus, Disney striking the first big media deal of the year with Fubo. We’ll break down the details and what it means for the broader media landscape. And one analyst calls 2025 the year of the underdog airlines, and she’s upgrading American as a result. She’ll join us to make her case.
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Rep.-elect Mike Johnson is fighting to retain the gavel as House Speaker, and we’ll game out the potential impact of a protracted battle for speakership. Plus, our market guest is staying bullish on the U.S. despite the drama in D.C., and joins us with the themes driving stocks in the new year. But our technician isn’t feeling so optimistic, and brings three charts that make him worry about near-term risk.
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2025’s first big data point is a strong one, but our market guest still sees the Fed cutting rates for times this year. Plus, Tesla getting hit after its first-ever annual drop in deliveries, but our analyst is watching the trends in autonomous driving instead. And we’ll speak with the CEO of a company involved in every aspect of LNG, ahead of a predicted natural gas boom
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AI was the big story of the year, but now it needs to grow up, according to our market guest. Plus, insurance stocks soared in 2024, but so have property insurance premiums. We’ll tell you how to mitigate risk, potentially lower your payments, and position your portfolio for big gains in 2025. And we’re live at the NYSE for the annual singing of “Wait ‘Till The Sun Shines Nellie,” led by the late Art Cashin’s family.
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Despite stocks sinking into year-end, Citi is staying optimistic for 2025 and their US equity strategist joins us with the names he expects to outperform over the next 12 months. Plus, homeflipping profits are plunging as rates go higher. And we look back at the life, legacy, and economic record of former President Jimmy Carter.
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Big tech is getting pounded, Bitcoin is falling, and treasury yields are moving lower. We dive into today’s market sell-off as we round out the holiday-shortened trading week.
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David Zervos tells us why he thinks the Fed is too restrictive heading into the Trump administratio. A retail analyst brings us the four names he’s most bullish heading into 2025--including one stock that’s up 20% in the past month. Plus, the PMG CEO gives us his read on the health of commercial real estate, and why rents won’t be falling any time soon.
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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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