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
Aug 22
When Doves Fly, Big Tech’s Big Bounce, and Cracks in the Consumer? 8/22/25
Fed Chair Powell paving the way for a September rate cut, sparking a rally on Wall Street and helping to boost tech after some rough sledding. We dig into what to expect from the Fed after the next meeting and how to position. Plus, BofA’s Savita Subramanian changing course on on ... Show More
46m 46s
Aug 21
Fed Chair Candidate on the Record, Options Tea Leaves, and Flying Burritos 8/21/25
Former Fed Governor Larry Lindsey weighs in on the chance of a September cut. We look at where traders are buying the recent weakness in momentum stocks. Plus, it’s a bird, it’s a plane…no, it’s a burrito!
43m 34s
Aug 20
Playbook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25
Barclays not expecting a September rate cut. Their strategist tells us how to play a potential Powell hawkish surprise at Jackson Hole. Target has a new CEO, but the same issues. Plus today’s AI spending may look like the Internet boom of the ‘90’s, but there’s a key difference t ... Show More
43m 36s
Jul 2021
Tesla: will Elon Musk signal strength for China deliveries?
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 ‘green tidal wave’ with ... 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