エピソード

  • Empire of Trillions
    2026/06/15
    SpaceX completed the largest IPO in history, valuing Elon Musk’s space exploration company at more than $2 Trillion, and making him the world’s first trillionaire. It also paves the way for Anthropic and Open AI, the next trillion dollar companies to test the public markets, ushering in a new wave of massive public companies built on the dream of productivity through artificial intelligence. Gil Luria of D.A. Davidson helps us separate the dreams from the realities of how the AI economy will play out over the next decade, and which companies will survive and thrive. Plus, the World Cup kicked off billions of dollars of spending and marketing throughout North America. The Express goes inside the lines of the biggest revenue generating sporting event in history. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    54 分
  • The Harder They Fall
    2026/06/08
    The raging bull market was stopped in its tracks by a new wave of bearish sentiment against semiconductor and AI stocks and doubts about future demand. Is this the beginning of the end of the relentless rally, or a normal pullback in a secular bull market. Legendary business news journalist and market guru Ron Insana drops in with his perspective and lessons from history. Plus, day traders have found a new hype toy, and trillions of new stock is about to flood the market. Can investors and the stock market handle it? Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    41 分
  • The Future of the American Economy
    2026/06/01
    he stock market keeps making record highs on the wings of high-flying semiconductor stocks and hopes of a cease fire in the Middle East. Meanwhile, the smartest trade in the market is to own the stocks most favored by The White House as this administration reaches back to the Reagan-era for inspiration about transforming the U.S. economy. The Express goes inside the Reagan Economic Forum to hear from leaders including JPMorgan CEO Jamie Dimon and U.S. Treasury Secretary Scott Bessent on what economic power means in 2026. Plus, Mike Rowe, America’s favorite dirty job explorer, drops in with his perspective on the future of the American workforce. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    39 分
  • The Risk v. Reward Paradox
    2026/05/25
    This headline driven stock market has tested investors’ ability to keep their animal spirits from taking over. But, history has proven repeatedly that time in the market and compounding are undefeated. Ben Carlson, author of “Risk & Reward”, and the co-host of the Animal Spirits podcast, drops in with the latest examples of common sense investing and time-tested strategies that work in any market. Plus, Space X has made its IPO plans public, and its $24 trillion ambitions go way beyond space. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    48 分
  • Getting Future-Rich With “Mrs. Dow Jones”
    2026/05/18
    The rules of getting rich and staying rich keep changing, but Haley Sacks, aka “Mrs. Dow Jones”, created her own rules and shares it through her new book, “Future Rich Person”. Plus, the surging stock market finally hit a wall after weeks of tech-inspired gains as Treasury yields are springing higher. Are higher for longer inflation and interest rates real threats to this aging bull market, or will Nvidia’s earnings report this week spur a pre-summer rally? Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    44 分
  • The Convergence of Public and Private Markets
    2026/05/11
    The relentless bull market has several of the biggest private companies in the world set to go public in what will be the largest IPOs in history. Sonali Basak, Chief Investment Strategist for iCapital sets the stage for this new generation of trillion dollar companies, and makes the case for more investment in private markets today. Plus, money market funds just had their biggest inflows in six years just as the stock market made new record highs. Is that a warning sign, or just more dry powder ready to join the risk-on rally? Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    39 分
  • Crypto’s Next Chapter
    2026/05/04
    What’s next for Bitcoin and other cryptocurrencies after prices have crashed and new laws intended to open the market to more retail investors remain in legislative gridlock. The Express goes inside Bitcoin 2026 in Las Vegas for a vibe check and to see how financial institutions, credit card companies and mortgage lenders are trying to bring the blockchain and tokenization to every asset class. Ali Tager of the National Cryptocurrency Association drops in with the roadmap. Plus, the stock market keeps hitting new highs as investors keep betting on bigger profits from semiconductor and AI equipment makers. So far, that’s been the right bet. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    39 分
  • Apple Faces the AI Future
    2026/04/27
    With Tim Cook stepping down from Apple this Fall, the future of one of the world’s most valuable companies and brands falls to John Ternus who must prove that the company’s AI future is bright and profitable. Gene Munster of Deepwater Asset Mgmt. drops in with a blueprint for Apple and puts the AI build-out for Big Tech in perspective. Plus, it’s put up or shut up time for mega-cap tech earnings, and investors couldn’t be more bullish. And, why tomato prices are smashing records, and what else is absurdly expensive right now. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    42 分