logo
episode-header-image
Mar 2023
10m 37s

First Republic Recovery?

SEEKING ALPHA
About this episode
First Republic (FRC) recovers from record low on new rescue plan (00:40). Judge allows suits over JPMorgan (JPM), Deutsche Bank (DB) ties with Epstein to proceed (04:19). Ferrari (RACE) discloses a cybersecurity incident regarding client data (04:57).

Our links:

Wall Street Breakfast: seekingalpha.com/wsb
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.

Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.

Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.

Twitter: https://twitter.com/WallStBreakfast

Show links:

Wall Street Breakfast Survey
Amazon cuts 9,000 jobs — and more layoffs could be coming
Marcel Knoop: Amazon: Breaking Up The Company From An Accounting Standpoint
California to empower oil company watchdog to monitor gasoline prices
Baxter biopharma solutions unit seeing interest from Thermo Fisher, Celltrion - report
Cortigent, developer of human vision restoration devices, files for $17M IPO
Judge allows suits over JPMorgan, Deutsche Bank ties with Epstein to proceed
Florida Governor Ron DeSantis calls for ban on CBDC
CashFlow Hunter: SVB Financial: Blow Up Risk
All-In Podcast: https://youtu.be/yYwfiqYocc0
Up next
Today
Inflation report still in sight
Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01:35) Instagram (META) boss 'exploring' a separate TV app for video content - repo ... Show More
6m 17s
Yesterday
Meet Ferrari's Elettrica
Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50. (2:06) Hollywood vs. AI. (2:50)Show Notes J.P. Morgan’s top tech stocks to short Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to a ... Show More
4m 15s
Yesterday
Netflix levels up
Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed until government shutdown ends. (02:26)Episode transcripts seekingalpha.com/wsb.Sho ... Show More
6m 48s
Recommended Episodes
Jun 2024
Judge Blocks $30B Credit Swipe Fee Deal & Rivian's $5B Lifeline From Volkswagen
Episode 352: Neal and Toby recap the credit card swipe battle between credit card networks, merchants, and customers. The $30B meant to take a step forward in resolving high swipe fees was blocked by a judge. Then, Volkswagen invests $5 billion into Rivian, giving it new life tha ... Show More
29m 12s
Feb 2023
2-3-2023 – What Can We Learn from Earnings Reports, So Far?
Investors had been overly hopeful about tech, but Apple, Amazon and Google-parent Alphabet all reported earnings that disappointed Wall Street. Today's Stocks & Topics: HBI - Hanesbrands Inc., LECO - Lincoln Electric Holdings Inc., SI - Silvergate Capital Corp., VALE - Vale S ... Show More
45m 58s
Oct 2022
The Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman & Joseph Wang
Today Jack Farley welcomes two financial heavyweights who, in Jack’s view, have predicted and understood this year’s sell-off in bonds more accurately and clearly than anyone else in finance: Harley Bassman, founder of the MOVE Index and managing partner at Simplify Asset Managem ... Show More
1h 10m
Mar 2023
TikTok Under Fire
The Fed's quarter-percent interest rate hike went as expected. The CEO of TikTok's testimony on Capitol Hill did not. (0:21) Emily Flippen and Ron Gross discuss: - Fear of a recession vs. fear of a banking contagion - Whether social media giants like Meta Platforms and Snap stand ... Show More
39m 21s
Apr 2021
Are You $avvy?
The stock market hits a new high. JPMorgan Chase CEO Jamie Dimon expresses bullishness about the economic recovery and concern about the future. Constellation Brands serves up strong growth. Amazon gains ground in digital advertising and announces plans to open its first grocery ... Show More
39m 10s
Feb 2023
CNBC Special Report: Taking Stock 2/14/23
CNBC’s Frank Holland has your post-CPI playbook. Bleakley Advisory Group’s Peter Boockvar discusses the hotter-than-expected CPI report and what it means for the Fed going forward. David Steinberg, co-founder and CEO of Zeta Global, a data-driven cloud marketing company, discusse ... Show More
44m 51s
Nov 2022
Vanguard: The Alpha Disrupter - [Business Breakdowns, EP. 83]
This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Vanguard. Vanguard and its founder, Jack Bogle, have ushered in an era of low-cost investment, which has left its mark on the entire industry. Today, the business commands $7.5 trillion of assets unde ... Show More
51m 37s
May 2021
Amazon Unbound
Disney+ subscriber growth falls short of Wall Street’s expectations. Marriott International and Airbnb find room for improvement. Roblox pops on strong revenue. DoorDash shares rev 20% on upbeat guidance. The Trade Desk and Unity Software both fall despite encouraging 1st-quarter ... Show More
39m 10s
Apr 2023
First Republic Under Stress, Now What?
Subscribe To The Macro Trading Floor: https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued banking turmoil as First Republic Bank lost around $100 Billion in deposits & saw its stock plu ... Show More
43m 12s
Apr 2023
Jared Dillian: Sentiment Is Still Really, Really Bad
Jared Dillian, publisher of The Daily Dirtnap, returns to Forward Guidance to argue why he’s no longer bearish on natural gas, why he thinks the May Fed meeting could be a catalyst for gold, and why hedge fund managers who are still short officer REITs (real estate investment tru ... Show More
48m 47s