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 to benefit from the drama around TikTok - Ford Motor's plan to go from losing ... Show More
Aug 20
Is AI the Answer to Big-Box Retail’s Woes?
The big box retailers are reporting earnings, and there are plenty of headwinds to discuss. But among the common themes this earnings season, these companies are leaning into AI (and AI assistants with cheesy names) to bring their businesses into the future. Tyler, Matt, and Jon ... Show More
29m 33s
Mar 2023
Fed in Focus, TikTok CEO Grilled on the Hill, Hindenburg Shorts Block 3/23/23
<p>David Faber, Sara Eisen and Mike Santoli began with the market action a day after the Federal Reserve announced its 9th straight interest rate hike of 25 basis points. In his press conference, Chair Powell said the recent failure of some regional banks could cause ripple effec ... Show More
42m 40s
Mar 2023
Stocks Manage Gains, But Banks Drop Again, and TikTok’s CEO Takes on Capitol Hill 3/23/23
<p>Major indexes all closed well off their highs of the day, even as the rates market seemed to come to terms with the end of the Fed’s rate hike cycle. But which market has the real read on the outlook? Plus TikTok’s CEO making his appeal to not have the app banned in the U.S. W ... Show More
43m 59s
Mar 2023
E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
(0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US (54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance (1 ... Show More
1h 34m
Mar 2023
TikTok CEO can't sway congress, CashApp Fraud?, Apple at the movies
Episode 24: Neal and Toby take a look at TikTok CEO's Shou Chew's testimony before Congress yesterday and why lawmakers still have major concerns over the app's security. Also, Hindenberg's report on Block and CashApp has sent the company into a tailspin. And why is Apple investi ... Show More
26m 29s
Apr 2025
Tariff Fears Weigh on Tech Plans, Trumps Signals TikTok Deal Close
Bloomberg’s Caroline Hyde discusses why one of Wall Street’s most bearish Tesla analysts has further reduced estimates for the company’s earnings. Plus, Gil Luria, managing director of D.A. Davidson explains what levers Apple could use to cope with tariffs. And MikMak CEO Rachel ... Show More
22m 1s
Apr 2025
How Markets Are Reacting to the Tariff Announcements, and Who Could Buy TikTok 4/2/25
<p>President Trump outlining his tariff plans at a Rose Garden event this afternoon. We discuss the impact on the economy, autos, pharma and housing. Plus Amazon and Applovin among the names reportedly putting together bids for social media app TikTok. The state of play as the di ... Show More
46m 30s