Episodios

  • The rally stalls…The Outlook for Credit…Stagflation ahead? 5/6/25
    May 6 2025

    Oaktree’s, Howard Marks, on the future of this rally and why nothing can happen without a final decision on tariffs. Plus, Kate Koch of TWC on the outlook for credit. And, the latest from CNBC’s Fed Survey on what they expect from the Fed meeting tomorrow.

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    42 m
  • Money Movers 5/5/25
    May 5 2025

    “Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

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    42 m
  • The rally returns…Apple’s tariff issues…Shell CEO on tariffs and oil prices 5/2/25
    May 2 2025

    The S&P on pace to close higher for the ninth straight day – the longest streak in 20 years. So has the rally officially returned. Plus, Apple falls after they announce tariffs will hit them in the coming quarter. We breakdown the quarter and how to trade the stock. And the Shell CEO breaks down the outlook for oil, their new big buyback plan and what’s ahead for the production in the U.S.

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    42 m
  • The Big Tech Comeback…A Golden Outlook…Tax increases necessary? 05/01/25
    May 1 2025

    Meta and Microsoft giving the tech sector a large boost on the back of earnings. Is this a good sign for the return of the rally? Plus, Goldman Sachs says that the rally in gold can continue due to a number of factors. Their co-head of commodities joins us to discuss. And, it’s not just a tax cut on the table in the new GOP package, some increases may also be needed.

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    43 m
  • Deutsche Bank Cuts its S&P Target…Amazon in the political crosshairs…Novartis’ CEO talks tariffs 4/29/25
    Apr 29 2025

    Despite the rally we’ve seen in the past few days, Deutsche Bank cuts its S&P 500 and S&P earnings target due to concerns about tariffs. We speak to the firms Chief U.S. equity strategist. Plus, Amazon gets caught in the political crosshairs ahead of earnings later this week. We breakdown the drama and how to position. And, Novartis reports a strong beat and says it can manage any tariffs that come ahead. We speak with the CEO.

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    42 m
  • The Tech Trade Ahead of Earnings…What the charts are saying…A new, exclusive club in DC. 4/28/25
    Apr 28 2025

    Four mag 7 names are set to report earnings this week. We’ll breakdown the trends to watch and the names that could be buys. Plus, what the charts are saying about the recent rebound in stocks. And, a new exclusive club is coming to Washington D.C. with a very high price tag.

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    42 m
  • Lazard CEO talks markets, M&A, tariffs and regulatory environment…Two tech giants trade in two different directions…And three cabinet members on the future of energy policy. 4/25/25
    Apr 25 2025

    The CEO of Lazard, Peter Orszag, joins us to discuss the state of the markets, tariffs policy, the regulatory environment and the company’s recent earnings as assets hit $227 billion. Plus, Alphabet and Intel trading in separate directions on the back of results. We’ll dive into the numbers. And, the Energy Secretary, the Agriculture Secretary and the head of the EPA join us to discuss the future of energy policy and the tariff impact on U.S. agriculture.

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    43 m
  • Conflicting trade rhetoric, The future of rates in the EU, Turbulent times for airlines? 04/24/25
    Apr 24 2025

    China says there has been no progress on trade talks with the U.S. despite the optimistic tone in Washington. We’ll look at what the rhetoric means for the markets. Plus, an exclusive interview with the Bank of England President on the rate outlook and the impact of tariffs in Europe. And, are the airlines setting up for turbulent times? We breakdown the latest earnings and commentary from CEOs.

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    43 m

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