エピソード

  • Musk's Mega Merger, Disney's New CEO, and Walmart's New Milestone 2/3/26

    Musk's Mega Merger, Disney's New CEO, and Walmart's New Milestone 2/3/26
    2026/02/03

    Elon Musk's SpaceX-xAI merger could be the biggest in history, but where does that leave Tesla? Disney names Josh D'Amaro as CEO Bob Iger's successor. Plus, Walmart joins the $1 trillion club.


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    44 分
  • The AI Daisy Chain, Memory is the New Metals, and a Short Shutdown? 2/2/26

    The AI Daisy Chain, Memory is the New Metals, and a Short Shutdown? 2/2/26
    2026/02/02

    Oracle plans to raise $50 billion to shore up its AI spending, while Nvidia stalls its $100 billion investment into OpenAI. Mizuho says speculative money will move out of metals and into memory stocks. Plus, the partial government shutdown delays the January jobs report.


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    44 分
  • Warsh Wins, Wall Street's Wary, and Sen. Warren's Warning 1/30/26

    Warsh Wins, Wall Street's Wary, and Sen. Warren's Warning 1/30/26
    2026/01/30

    President Donald Trump selects Kevin Warsh as the next Fed chair, leaving investors to wonder which Warsh will show up: the hawk or the dove? Plus, Senator Elizabeth Warren joins us after urging Republicans to not move forward with Warsh's nomination until the DOJ ends its inquiry into Jay Powell.


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    47 分
  • Meta's Major Momentum, Tesla's Major Pivot, and Microsoft's Major Problem 1/29/26

    Meta's Major Momentum, Tesla's Major Pivot, and Microsoft's Major Problem 1/29/26
    2026/01/29

    Meta shares are surging, but will its big capex spending plans pay off? Tesla trades its Model X and S vehicles for humanoid robots. Plus, can Microsoft play catchup in the AI race?


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    44 分
  • Dollar Destruction, Another Powell Pause, and Tech on Deck 1/28/26

    Dollar Destruction, Another Powell Pause, and Tech on Deck 1/28/26
    2026/01/28

    Why there could be more pain ahead for the dollar. Economist Claudia Sahm says the Fed is in wait-and-see mode as both downside employment risk and inflation cool. Plus, will this earnings season separate the wheat from the chaff when it comes to the Mag 7?


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    40 分
  • The Health of Health Insurers, 'Dumb Money' Durability, and Altman's Tech Job Warning 1/27/26

    The Health of Health Insurers, 'Dumb Money' Durability, and Altman's Tech Job Warning 1/27/26
    2026/01/27

    Health insurers face pressure after a new Medicare proposal. How meme traders have changed investing, five years after the GameStop mania. Plus, is OpenAI's hiring slowdown a canary in the tech jobs coalmine?


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    40 分
  • Metals on the Move, Tech on Deck and Another Government Shutdown? 1/26/26

    Metals on the Move, Tech on Deck and Another Government Shutdown? 1/26/26
    2026/01/26

    Gold and silver hit record highs, yet again, as the dollar hits a four-month low. The Mag 7 name Clockwise Capital says is the best-positioned to pivot on spending. Plus, how the recent events in Minneapolis could result in a government shutdown.


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    44 分
  • OpenAI's Make or Break Year, Intel Interrupted, and Blizzard Bracing 1/23/26

    OpenAI's Make or Break Year, Intel Interrupted, and Blizzard Bracing 1/23/26
    2026/01/23

    Will OpenAI be able to cover its cashburn or will it continue to fall behind Google's Gemini? Intel's momentum hits a wall after weak guidance sends shares tumbling. Plus, millions of Americans brace for a massive winter storm.


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    44 分