Episodes

  • The Market Calm Before The Storm?... And Lionsgate’s Nasdaq Debut 5/14/24
    May 14 2024

    Volatilty at multi-month lows as investors brace for tomorrow’s big CPI data. Are investors just holding their breath before the key inflation report? Plus Lionsgate out with a roar. The studio debuting on the nasdaq today, as one of the largest pure play content companies in the world. So how will the studio stand out from competition?

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    44 mins
  • China Stocks Rally Ahead Of Tariffs… And Gamestop Surges On Roaring Kitty Comeback 5/13/24
    May 13 2024

    Chinese stocks staging a stealth rally as EV tariffs loom. How U.S - China relations will impact the space, and the names that could get hit the hardest. Plus The Kitty Comeback. Shares of Gamestop soaring as the trader behind 2021’s meme-stock mania makes his online return. What it could mean for Gamestop and the other stocks rallying on the hype.

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    43 mins
  • The Latest Sign Of Consumer Struggles… Plus China Stocks Rebound 5/10/24
    May 10 2024

    McDonald’s rolling out a new low-priced meal as cash-strapped customers tighten their purse strings. The latest signs of the consumer crunch, and the sentiment at its lowest level of the year. Plus China stocks rebound. Mainland momentum picking up, as China’s FXI outperform the S&P 500 this year. How the overseas opportunities could help boost your portfolio.

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    44 mins
  • High Conviction Trades.. And The Media Shift Into Streaming 5/9/24
    May 9 2024

    Stocks jumping as investors await another big round of economic data, so where are traders waiting things out? Their highest conviction trades, and if the names are right for your portfolio. Plus Media companies looking to make the shift into streaming. But they better get a move on…as Netflix’s recent comeback proves why it’s currently the king of streaming.

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    44 mins
  • Cracks In The Consumer… And The State Of The Semi Trade 5/8/24
    May 8 2024

    Earnings keep rolling in, and different stories are being told about the consumer. The areas seeing strength, and the groups raising the red flag. Plus… A check on chips. From a U.S-China license revoking… to the names that could keep surging. Where one semi analyst sees this trade heading next.

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    38 mins
  • Magic Lost At Disney? And Has AI Come Too Far, Too Fast? 5/7/24
    May 7 2024

    Shares of Disney tumble as the media giant looks to make its streaming business profitable.

    The hurdles they face, and how a consumer under pressure will impact the company. Plus relying on Nvidia. Can the AI trade continue its run? Or does a pullback in the name spell trouble for the broader market?

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    44 mins
  • Digesting the Drop in Rates, and the Latest Headache for Starbucks 5/6/24
    May 6 2024

    10-year yields are down about 25 basis points from their recent highs, but are they falling for the right reasons? And what does the move mean for the markets? Plus, former Starbucks CEO Howard Schultz weighing in on the company’s latest earnings report and the leadership of the man he chose to replace him. How will his comments impact the company now?

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    41 mins
  • Apple's Buyback Distraction? And Starbucks' Really Rough Week 5/3/24
    May 3 2024

    Shares of Apple surging after the company announced the biggest share buyback in history, but was the news just a bit of financial engineering to distract investors from slowing sales? Plus Starbucks continued to drop after its disappointing earnings report. Is this stock actually so bad it's good?

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    44 mins