Shares of PacWest tumbling again as depositors continue to flee the troubled bank. We dig in on the latest turmoil in the financial sector, and what it all means for the markets. Plus one start-up is hoping to fill the hole left by the collapse of SVB. Brex CEO Henriques Dubugras joins us to discuss his strategy.
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Yesterday
Buying Opportunity In AI Pullback?... And Oil’s Next Move 10/19/26
Could the pullback in the AI trade be a buying opportunity? Why analysts say the Coreweave unwind is overdone, and the headwinds facing the other neoclouds and tech stocks. Plus, banks under pressure post-earnings, a prime pick on Wall Street, and the next move in the energy sect ... Show More
43m 23s
Oct 16
Coreweave’s Impact On AI Trade… And Netflix Results On Deck 10/16/26
Shares of Coreweave unraveling even further, with shares tumbling nearly 30% over the past 2 weeks. What the drop means for the broader AI trade, and if tech unwind has more room to fall. Plus, how iPhone Duo preorders are faring, a valuation comparison between Walmart and Amazon ... Show More
43m 29s
Oct 15
Rate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26
The move lower in rates helping fuel rallies in homebuilders, discretionary, and even the tech stocks at the forefront of the recent AI rout. What the treasury changes mean for the groups, and if this is just short term reprieve, or if the rally is back in action. Plus, Wall Stre ... Show More
43m 17s
Mar 2023
The Largest Bank Failure Since 2008 | Weekly Round Up
This week, after a week of turmoil across the banking industry, Mike & Mark discuss the collapse of Silvergate and Silicon Valley Bank. With fears mounting over the mark to market value of bank's asset's, we walk through the dynamics which led to depositors running for the exit d ... Show More
1h 4m
Jan 2022
Close to a Buyable Bottom?
Scott Wapner and the Investment Committee discuss the turbulent week for stocks and how you should navigate the ups and downs of the current market. Plus, MBF Founder and CEO Mark Fisher joins us to talk energy, what does the future hold for the sector. And later, Jim Lebenthal ... Show More
47m 16s
May 2023
5-2-2023 – One Billionaire Investor Is Sounding the Alarm
The Vice-Chairman of Berkshire Hathaway sees trouble ahead for the U.S. financial system because American banks are "full of bad loans" due to falling property prices.Today's Stocks & Topics: Job Openings Report, Banks Still a Problem, Working Skills, TWLO - Twilio Inc. Cl A, AA ... Show More
46m 17s