CalSTRS CIO Chris Ailman gives his exclusive take on the Fed, possible rate hikes and the state of the markets and economy. Plus, RBC Capital Markets' Amy Wu Silverman discusses a big bet on the options market by a trader in recent days. And our special series "Go Big Or Go Home" continues with some of the best ideas for Q4 from Piper Sandler's Craig Johns ... Show More
Today
Nvidia, inflation and Fed policy shape the market outlook 8/26/26
Markets are watching Nvidia earnings as AI demand and data center spending keep tech in focus. Plus, Target, Starbucks and Nike test whether experienced leaders can deliver successful turnarounds. Later, PCE inflation, interest rates and Fed policy keep investors focused on the n ... Show More
40m 28s
Yesterday
Markets, rates and Nvidia test investor confidence 8/25/26
Markets face a critical stretch as rising yields, geopolitical tensions and Treasury intervention keep investors focused on the path for interest rates. Plus, Nvidia earnings put the AI trade back in focus as questions grow around spending, valuations and data center demand. Late ... Show More
42m 20s
Aug 24
Rates, AI and trade tensions test markets near record highs 8/24/26
Markets hover near record highs as investors weigh rising rates, debt and resilient corporate earnings against growing geopolitical and trade uncertainty. Plus, Nvidia earnings, biotech M&A and breakthroughs in cancer vaccines put AI and health care innovation in focus. Later, Ja ... Show More
40m 53s
Feb 2023
Discussing 0DTE, CTAs, VIX: All Options Considered
The scenario of an extreme market impact from zero days to expiration options may be overstated and Commodity Trading Advisors' positive beta to equity may be a near-term headwind for SPX. In this edition of the All Options Considered podcast on volatility, BI's Chief Global Deri ... Show More
23m 16s
Apr 2025
Closing Bell Overtime: BlackRock Co-Founder On Market Volatility; Former Bridgewater Chief Investment Strategist On Gold, Dollar 4/10/25
<p>Lori Calvasina of RBC Capital Markets and Adam Crisafulli of Vital Knowledge discussing the ongoing equity pullback and Calvasina digs into why her S&P 500 bear case is now the base case. Our Megan Cassella reports on the White House’s tariff plans targeting China, while Pippa ... Show More
51m 5s
Mar 2025
Volatility, Divestitures, and IPOs
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering.
Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ... Show More
40m 31s
Jul 2025
SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25
<p>Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia co ... Show More
43m 21s
Jun 2021
Shopify President, Paychex CEO & Off The Charts
The Dow closed up 9 points today and Jim Cramer’s sharing a strategy to investing in this market. Then, Cramer’s talking to Shopify President, Harley Finkelstein to learn about the company’s annual Shopify Unite event where they announced major infrastructure innovations. And, As ... Show More
44m 47s