WSJ's Take On the Week Podcast Por The Wall Street Journal arte de portada

WSJ's Take On the Week

WSJ's Take On the Week

De: The Wall Street Journal
Escúchala gratis

Obtén 3 meses por US$0.99 al mes + $20 crédito Audible
WSJ's Take On the Week brings you the insights and analysis you need to get a leg up on the world of money and investing. We cut through the noise and dive into markets, the economy and finance. Join The Wall Street Journal's Telis Demos and Gunjan Banerji in conversation with the people closest to the hot topics in markets to get incisive analysis on the big trades, key players in finance and business news. The duo will bring actionable insights to a range of investors and business leaders while also entertaining a broader audience with lively, relatable conversations. Episodes drop Sundays.Copyright © Dow Jones & Company, Inc. All Rights Reserved. Economía Finanzas Personales Política y Gobierno
Episodios
  • How Trillions in New AI Debt Will Test the Bond Market

    How Trillions in New AI Debt Will Test the Bond Market
    Nov 16 2025
    In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss the lingering economic impact of the U.S. government shutdown and why a lack of crucial inflation and jobs data is making the outlook murky for the Federal Reserve. Next, Nvidia is set to report its third-quarter earnings this week. And Morgan Stanley estimates that only half of the roughly $3 trillion in global data center spending through 2028 could be funded by projected cash flows. So how are tech companies going to fund the rest? Then after the break, Telis is joined by Guy LeBas, chief fixed income strategist at wealth management and investment banking firm Janney Montgomery Scott, to explore how the AI revolution will be financed. Oracle, Meta and Google parent Alphabet have made bond offerings valued in the tens of billions. LeBas explains that the trillions needed to help fund data centers will force tech hyperscalers to issue massive new debt, potentially increasing the size of the corporate bond market by 20% a year. And he talks about whether the AI bubble could find its way into the bond market. This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. As we look ahead to 2026, what major economic, markets or finance question is top of mind for you? We’d love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Who Will Pay for the AI Revolution? Retirees Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? Meta Finishes Jumbo Bond Sale; Yield Climbs While Stock Slides BlackRock Among Biggest Investors in Meta’s Giant Data-Center Debt Deal AI Borrowing Floods Debt Markets Big Tech Is Spending More Than Ever on AI and It’s Still Not Enough Oracle's $18 Billion Bond Sale Meets Strong Investor Demand For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Gunjan Banerji here and Telis Demos here. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    29 m
  • Amazon and Netflix Are Winning: Can Old-School Media Compete?

    Amazon and Netflix Are Winning: Can Old-School Media Compete?
    Nov 9 2025
    In this week's episode of WSJ’s Take On the Week, co-host Telis Demos and guest host Miriam Gottfried discuss the Supreme Court case challenging President Trump's reciprocal tariffs and how that’s playing out in the markets. Next, they look at affordability as the winning message from recent elections, such as Zohran Mamdani’s successful campaign to be the next mayor of New York City. Plus, they explore the recent drama in the private credit market after executives at Blackstone downplayed the “cockroach” fears sparked by JPMorgan Chase CEO Jamie Dimon. After the break, Miriam is joined by Michael Nathanson and Robert Fishman, senior media analysts at MoffettNathanson, to break down the potential Paramount Skydance and Warner Discovery merger. First, the analysts explain why global scale is a necessity for traditional media companies to compete with Disney, and big tech giants like Netflix, Amazon and Google’s YouTube. Later, the analysts discuss whether a merger will follow historical examples and fail to generate value for shareholders or whether this time truly is different. This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Warner Discovery Moving Fast on Split or Sale, CEO Says Supreme Court Appears Skeptical of Trump’s Tariffs Wall Street Couldn’t Stop Mayor Mamdani. Now It Has to Work With Him. Private-Credit Earnings Ease Investor Concern Over Asset Class’s Health For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Gunjan Banerji here and Telis Demos here. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    33 m
  • How One Investor Is Profiting From Consumers’ Love of Travel

    How One Investor Is Profiting From Consumers’ Love of Travel
    Nov 2 2025
    In this week's episode of WSJ’s Take On the Week, guest host Miriam Gottfried speaks with Eric Resnick, CEO of private equity investment manager KSL Capital Partners, about the resilience of the travel and leisure sector. He explains why he sees leisure travel demand as a powerful anchor that allows the sector to defy pressures typically seen during an economic downturn. We dive into the outlook for corporate travel, the challenges facing new hotel construction, the rising experiential economy and what investors should be watching for as lodging companies like Marriott and Airbnb release their earnings this upcoming week. Correction: Hilton Grand Vacations released their earnings on Oct. 30. An earlier version of this podcast incorrectly said it was releasing its earnings this upcoming week. (Corrected on Nov. 3) This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Gunjan Banerji here and Telis Demos here. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    22 m
Todavía no hay opiniones