Yields are spiking around the globe, and that continues to be a huge headwind for Tech. The Nasdaq is now down 1,000 points in the past week. But is talk of a recession premature? We’ll speak with an analyst who says even the downturn in the transport stocks isn’t as bad as you might think. Plus, Elon Musk’s Twitter saga has taken a new turn, as he won’t tak ... Show More
Mar 13
“No Need to Worry,” Consumer Hide & Seek, “Taming, Not Toppling” 3/13/263/13/26
There’s “no need to worry” about the situation in the Strait of Hormuz according to Defense Secretary Pete Hegseth. Why RBC Capital Markets is playing hide and seek with consumer staples stocks. And one professor’s case for why the Trump Administration needs to tame, not topple, ... Show More
42m 55s
Mar 11
Oil Cycle Continues, Inflation Conundrum, and Oracle's Comeback 3/11/26
The IEA announced plans to release a record 400 million barrels of oil to help ease the Iran supply disruption, but does that leave some parts of the energy complex at risk? Inflation steady in February, but the Fed will have to reconcile high energy prices in next week's rate de ... Show More
43m 36s
Jul 2021
Tesla: will Elon Musk signal strength for China deliveries?
<p class="MsoNormal">As Tesla gets set to report second quarter earnings, Dan Ives, head of tech research at Wedbush, tells IGTV that the analyst community will be hoping to hear from CEO Elon Musk about the future of its deliveries in China. Ives is bullish on Tesla amid the ‘gr ... Show More
7m 10s
Jul 2021
Beijing Cracks Down; Kyle Bass: “No defense for investing in China;” Tesla’s Drive
Beijing’s sweeping regulatory crackdown on technology, education, food delivery and property sectors has sent shockwaves across global markets, driving Chinese markets down. Kyle Bass of Hayman Capital Management says it's 'unconscionable' for global fund managers to invest in Ch ... Show More
33m 56s
Aug 2022
Strong US jobs data hammers the recession 'optimism'
Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ... Show More
10m 42s
Apr 2022
Musk Opts Out, Nio Hikes Prices & Suspends Production, Cleveland Fed President Mester: Increased Recession Risk, A New Era for Warner Bros. 4/11/22
Carl Quintanilla, Jim Cramer and David Faber discuss the big breaking news of the morning. Twitter CEO, Parag Agrawal announcing Elon Musk decided not to join the company’s board. He writes in the announcement, “I believe this is for the best. We have and will always value input ... Show More
43m 56s