Episodios

  • Markets react as U.S., China call tariff timeout

    Markets react as U.S., China call tariff timeout
    May 12 2025
    U.S. and China to pause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scale AI sets sights on Saudi expansion. (01:25) Trump vows to cut drug prices in the U.S. by up to 80%. (02:02)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Monday: Magnificent Seven, and more
    Top EV battery maker CATL seeks to raise $4B in Hong Kong listing
    Bear market is over, new bull will be a grind, not a moonshot: Evercore ISI
    Earnings week ahead: PLUG, CSCO, WMT, BABA, AMAT, JD, TCEHY, and more

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    5 m
  • The stock market remains undefeated

    The stock market remains undefeated
    May 11 2025
    Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What happens at the June meeting and beyond? (6:50) Our full interview with Barry will be up Monday morning on Investing Experts.

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    Masters In Business
    Trump calls Fed chair Powell a 'fool' after central bank stands pat on rates
    Trump says China wants to make a trade deal, open to lowering tariffs if talks go well

    Episode transcripts: seekingalpha.com/wsb

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    9 m
  • Boots, Beats & Billion-Dollar Brands

    Boots, Beats & Billion-Dollar Brands
    May 10 2025
    Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows like Yellowstone and the SEC football scene, has helped push brands like Levi’s (LEVI) and Boot Barn (BOOT) into the spotlight. Despite short-term stock dips, the western wear market is projected to grow from $80B in 2022 to $136B by the end of 2031, showing how culture can drive real economic trends.

    Episode transcripts seekingalpha.com/wsb.

    Levi Strauss & Co. (LEVI) Q1 2025 Earnings Call Transcript

    Ulta Beauty, Inc. (ULTA) Q4 2024 Earnings Call Transcript

    Boot Barn is tipped by BTIG to be a retail sector outperformer

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    9 m
  • Optimistic with an asterisk

    Optimistic with an asterisk
    May 9 2025
    Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25).

    Episode transcripts: seekingalpha.com/wsb

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    AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements
    US-UK trade deal to increase access to billions of dollars of US products, Trump says
    Trump suggests cutting China tariffs to 80%

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    16 m
  • IAG fuels fleet with Boeing, Airbus buys

    IAG fuels fleet with Boeing, Airbus buys
    May 9 2025
    British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monster Beverage (MNST) sales slump on weak demand for alcohol beverages. (01:36) Expedia's (EXPE) anemic revenue growth reflects wary U.S. traveler. (02:26)

    Episode transcripts seekingalpha.com/wsb.

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    Biggest stock movers Friday: PINS, AFRM, and more
    Nvidia to downgrade H20 chips for China after U.S. export restrictions - report
    VanEck: If you’re worried you missed the gold rally, don’t be as it foresees further upsideTrump administration seeks tariff reductions and rare earths concessions in China talks - report

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    6 m
  • Why Q1 GDP was actually really good

    Why Q1 GDP was actually really good
    May 8 2025
    James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing Experts episode.

    Episode transcripts: seekingalpha.com/wsb

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    U.S. GDP contracts in Q1 as imports swell, price index jumps
    President Trump says Q1 GDP actually rose when excluding imports

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    6 m
  • Energy firms oppose U.S. ship mandate

    Energy firms oppose U.S. ship mandate
    May 8 2025
    U.S. energy firms seek exemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China Airlines orders Boeing (BA) 777X passenger and freighter models. (02:09) Lilly (LLY) benefits as judge upholds FDA removing Zepbound from shortages list. (02:43)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Thursday: Crypto stocks, BYND, CLF, and more
    Trump set to unveil trade deal with UK on Thursday - report
    Alphabet shares tumble as Apple exec expresses search concerns
    Costco reports a 7% increase in U.S. comparable sales despite a negative calendar effect

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    6 m
  • Fed in a big hurry to do nothing

    Fed in a big hurry to do nothing
    May 7 2025
    Fed keeps rates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait to see how tariffs shake out. (1:09) White House ready to kill the AI diffusion rule. (2:55)

    Show Notes
    Disney announces Abu Dhabi theme park

    Episode transcripts: seekingalpha.com/wsb
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    4 m
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