Episodes
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President-elect Trump doubles down on tariffs. The option market waves a red flag. And housing misses big on another key metric.
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Episodes manquant?
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Alphabet wrapping up a tough week dealing with DOJ scrutiny, while Amazonâs upping its investment in Anthropic. We have the headlines and industry impact. Plus, our guest sees the S&P 500 hitting 7,000 by the end of 2025, thanks in part to the Trump administrationâs actions, and joins us to explain why. And bitcoin continues its march to $100K, but our guest says investors are still early in the game if they get into the crypto now.
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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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Stocks are recovering after ramping tensions in the Russia-Ukraine war weighed on the major averages earlier in the session. We have the latest and what the 2nd Trump administration could mean for the region. Plus, chip stocks are boosting the Nasdaq ahead of Nvidiaâs results tomorrow. Weâll look at how to position and whatâs ahead for the industry as a whole. And off-price retail is on deck to report results this week. Bank of America has the names to buy ahead of the print.
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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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Weâre tackling every angle of the Trump transition: Chips, EVs, Pharma, Food, and Tech Regulation. Plus, our market guest is joining us with the biggest opportunities he sees post-election. And Michael Nathanson brings the two names in the Mag 7 he says are undervalued and underappreciated.
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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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Itâs like when youâre the kid and the teacher is mean to you, and then you become the principal. Thatâs how Tesla analyst Dan Ives describes Elon Muskâs new role in the Trump administration. Ives calls it a game-changer for Tesla. He joins us to make his case. Plus, Disney earnings are on deck. Analyst Laura Martin has long said it will be a takeover target if the regulatory environment allows it. With Trump in charge, weâll ask her if the time has come and who could scoop it up.
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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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What a week for the markets, the Dow hitting 44,000 to close out the best week in a year on Trumpâs election win, while the S&P crosses the 6,000 mark for the first time. Our market guest says momentum rules. We ask him how heâs riding it. Plus, that brings us to our first mystery chart. Weâll give you a hint â itâs the key catalyst our international strategist is watching as a signal to trade out of the U.S., which he expects to happen under Trump. And, a special Three Buys & A Bail âElection Edition,â including one name in energy that hasnât been mentioned as a Trump winner this week.
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Less than 60 minutes until the Fed decision on interest rates. Weâll tell you what to expect, what to watch for, and what impact the Trump administration could have on the future of the central bank. Speaking of Trump policies, weâre drilling down on the potential tariff impact to IT and Hardware with Evercoreâs Amit Daryanani, and shares of freelance platform Upwork are up 60% in 2 weeks. Weâll ask the CEO whatâs driving the rally and get her read on the labor market.
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Stocks are surging as Trump becomes the President-Elect and the possibility for a GOP-controlled Congress remains. Weâll look at the three areas of the market our guest says stand to benefit. Plus, weâre just about 24 hours away from the Fed decision on interest rates, and one of our guests has noticed a shift in the central bankâs approach. And weâll speak with the Wells Fargo analyst who says the state is set for significant M&A cycle in broadcast media.
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The trades for both candidates seem to be working today with big tech outperforming, along with DJT, crypto and bond yields on the rise. Weâll look at the market implications of todayâs election outcome. Plus, foreign policy and the future of NATO is front and center today with the world watching the U.S. choose a new president. And Thursdayâs Fed decision is around the corner as 10-year notes go up for auction today. We have the results and analysis.
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Weâll round up the latest polling data and look at the key trades to consider under each outcome. Plus, weâre checking in on the consumer, with inflation and the economy top of mind ahead of tomorrowâs election. And Berkshire Hathaway is revealing its latest moves, including a growing cash pile thatâs bigger than most U.S. stocks.
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Stocks are mostly higher despite a lighter-than-expected jobs report, but if the weakness is just storm- and strike-related, does it even matter to the Fed ahead of next weekâs meeting? Plus, one analyst is tracking the scary read-throughs following the busiest week of earnings season and joins us with the fallout ahead of the holiday season. And weâre trading the winners and losers of this earnings week in 3 Buys & A Bail.
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Apple earnings on deck, as Microsoft and Meta are under pressure following their reports. Weâll look at what went wrong and how it sets up the rest of big tech. Plus, CNBCâs parent company Comcast is considering a spinoff of its cable networks business. We have exclusive comments from Liberty Chairman John Malone. And the CEOs of Generac, Equinix, and Kontoor Brands join us on the heels of their earnings reports.
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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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