Soft Landing Tech Trap, Under the R(AI)dar, and 3 Big Bellwethers 7/31/23
Soft Landing Tech Trap, Under the R(AI)dar, and 3 Big Bellwethers 7/31/23
Don’t get caught in the so-called “soft landing” trap, says our market guest. He tells us where he’s finding opportuniti... Read more
31 Jul 2023
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44mins
Potential Pause, Messi of AI, Restaurant Revamp 7/28/23
Potential Pause, Messi of AI, Restaurant Revamp 7/28/23
The Fed might have a reason to pause rate hikes for the rest of the year, and our market guest has some ways for investo... Read more
28 Jul 2023
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44mins
Forget the Fed, Cruise Control, and The Busiest Day of Earnings Season 7/27/23
Forget the Fed, Cruise Control, and The Busiest Day of Earnings Season 7/27/23
GDP is topping expectations and inflation continues to cool, so should the Fed be done raising rates? Our market guest t... Read more
27 Jul 2023
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44mins
Fed Decision Countdown, Real Estate Risks, and Striking a Deal 7/26/23
Fed Decision Countdown, Real Estate Risks, and Striking a Deal 7/26/23
All the investment advice you need to know ahead of the Fed decision on interest rates. Plus, billionaire real estate mo... Read more
26 Jul 2023
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42mins
The Fed’s Endgame, Alaska Air Turbulence, and Alphabet’s Bull Case 7/25/23
The Fed’s Endgame, Alaska Air Turbulence, and Alphabet’s Bull Case 7/25/23
Wondering what to expect and how to position ahead of the Fed’s decision on interest rates? Former Pimco chief economist... Read more
25 Jul 2023
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44mins
The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23
The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23
A big week for big tech with Alphabet, Microsoft, Intel and Meta results on deck. We’ll drill down on the name one analy... Read more
24 Jul 2023
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42mins
A.I. in D.C., Time to Buy, and 3 Buys & A Bail 7/21/23
A.I. in D.C., Time to Buy, and 3 Buys & A Bail 7/21/23
President Biden speaks after meeting with tech executives from 7 AI companies. We’ll set the scene, and look at what’s a... Read more
21 Jul 2023
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50mins
Data Curveball, Margins & Movies, and The Elder Economy 7/20/23
Data Curveball, Margins & Movies, and The Elder Economy 7/20/23
One of the best real-time indicators of the economy just surprised everyone, and it’s complicating the outlook for the F... Read more
20 Jul 2023
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44mins
Alarm Bells, Too Much Credit, Health of Housing 7/19/23
Alarm Bells, Too Much Credit, Health of Housing 7/19/23
“No landing” might be the new consensus, and our market guest is sounding the alarm, saying the market is overvalued and... Read more
19 Jul 2023
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43mins
The Bumpy Soft Landing, An Under-the-Radar Barbie Beneficiary, and the Social Media Stock with 35% Upside 7/18/23
The Bumpy Soft Landing, An Under-the-Radar Barbie Beneficiary, and the Social Media Stock with 35% Upside 7/18/23
KPMG’s Diane Swonk sees a trifecta of headwinds for the economy, but still believes the US could avoid recession. With j... Read more
18 Jul 2023
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44mins