Episódios
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Stocks hitting record highs again and one strategist says there’s no reason to believe the rally will slow down. Plus, bitcoin is on track to snap a 4-week winning streak, but one trading platform executive sees it climbing to $250K by the end of next year and $500K by the end of 2027. He joins us to make his case. And we’ve got every angle of Black Friday shopping covered with an in-mall view, the consumer forecast for holiday shopping season, and the CEO of Pandora Jewelers with his pulse of the consumer.
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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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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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Alphabet wrapping up a tough week dealing with DOJ scrutiny, while Amazon’s 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 administration’s 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 Nvidia’s results tomorrow. We’ll look at how to position and what’s 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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We’re 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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It’s like when you’re the kid and the teacher is mean to you, and then you become the principal. That’s how Tesla analyst Dan Ives describes Elon Musk’s 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, we’ll 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 Trump’s 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 he’s riding it. Plus, that brings us to our first mystery chart. We’ll give you a hint – it’s 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 “Election Edition,” including one name in energy that hasn’t been mentioned as a Trump winner this week.
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Less than 60 minutes until the Fed decision on interest rates. We’ll 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, we’re drilling down on the potential tariff impact to IT and Hardware with Evercore’s Amit Daryanani, and shares of freelance platform Upwork are up 60% in 2 weeks. We’ll ask the CEO what’s 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. We’ll look at the three areas of the market our guest says stand to benefit. Plus, we’re just about 24 hours away from the Fed decision on interest rates, and one of our guests has noticed a shift in the central bank’s approach. And we’ll 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. We’ll look at the market implications of today’s 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 Thursday’s 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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We’ll round up the latest polling data and look at the key trades to consider under each outcome. Plus, we’re checking in on the consumer, with inflation and the economy top of mind ahead of tomorrow’s election. And Berkshire Hathaway is revealing its latest moves, including a growing cash pile that’s 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 week’s 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 we’re trading the winners and losers of this earnings week in 3 Buys & A Bail.
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