Episodes (Page 11)
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Trump's UK trade framework, Fed decision, and Melania coin grift.
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Tariffs on foreign films, OpenAI's for-profit plans scrapped, Buffett stepping down.
JPMorgan's Michael Cembalest
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U.S. GDP, China factory activity, and Amazon's satellite launch.
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Huawei challenges Nvidia, Apple shifts iPhone production to India, Spotify earnings.
Mark Mahaney
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Trump's memecoin dinner, Boeing earnings, and worsening U.S. wealth inequality.
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Discussed Euro rally, Chinese funds exiting US PE, and Bill Ackman's Hertz investment.
Ryan Petersen
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Covered gold's record high, chip export restrictions, and Fed comments on tariffs.
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Markets reacted to tariff exemptions, dollar's fall, and bank earnings.
William Cohan
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Analyzed market reaction to Trump's 90-day tariff pause and China turmoil.
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Broke down market volatility caused by Trump's tariffs.
Gary Stevenson
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Analyzed the record $6.6 trillion sell-off after tariff announcements.
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Discussed tariffs' impact on the auto industry and broader economy.
Tim Higgins
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Covered Delaware corporate law changes, Waymo's expansion, and GameStop's Bitcoin move.
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Discussed AppleTV+ losses, Silver Lake's Endeavor move, and Nike's earnings.
Carsten Brzeski
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Covered Fed rates, tennis lawsuit, and BYD's charging technology.
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Discussion of Klarna IPO, Google acquisition of Wiz, and Intel's new plan.
Lyn Alden
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Topics include Southwest baggage fees, Eric Schmidt's new CEO role, and Saudi Arabia's Neom project.
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Discussions on Apple's AI delays, Sony's fight against deepfakes, and potential U.S. ban on DeepSeek.
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Topics include Disney layoffs, Walgreens going private, and Ontario's Starlink contract cancellation.
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Discussion of European defense stocks surge, U.S. crypto reserve announcement, and new tariffs.
DOJ's Jonathan Kanter