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
OpenAI Releases Latest GPT Model, Bloom Energy Overpromising? 7/9/26
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global ... Show More
41m 14s
Yesterday
Trump on Iran-U.S. Ceasefire 7/8/26
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global ... Show More
42m 22s
Jul 7
AI demand, defense spending and SpaceX drive the market 7/7/26
AI demand remains strong as Samsung's earnings reinforce long term confidence in semiconductors despite near term profit taking. Plus, SpaceX joins the Nasdaq 100, drawing billions in passive inflows as investors weigh index inclusion and insider lockups. Later, NATO defense spen ... Show More
42m 56s
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