We’re following 2 big stories today: CPI & AI. August’s data showed inflation up 3.7% year-over-year. That was hotter than July, but can be blamed on gas prices. Are we really past the inflation threat? We’ll discuss.
Plus, Elon Musk, Mark Zuckerberg and Bill gates are meeting with senators in Washington to discuss the future of AI regulation. We’ll ask what ... Show More
Oct 8
Investing Outside Big Tech, Oil Prices Rally, Powering AI Infrastructure 10/8/26
Stocks are mostly lower as new details about OpenAI’s annualized revenue spooked investors, putting the artificial intelligence trade under pressure.Brian Sullivan sits down with David Lefkowitz, UBS Head of U.S. Equities, to hear where the best opportunities are outside mega-cap ... Show More
42m 34s
Oct 7
Tech’s Record Rally, Assessing Amazon’s Valuation, Global Energy Uncertainty 10/7/26
Stocks are falling on Wednesday as pressure continues to build in the bond market, pushing yields to their highest levels in 20 years.Brian Sullivan anchors the show and is joined on set by Cantor Fitzgerald’s Eric Johnston to lay out why he is closing out his bullish view on the ... Show More
42m 53s
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
Feb 2022
Prices or Putin?, $200 oil?, and rentals, retail & Roblox
Stocks are higher as Putin backs off…for now. And at the same time, we just got another hot inflation reading. We’ll look at the tug-of-war going on between these headlines, and the impact for markets and your portfolio. Plus, oil is reversing after hitting a 7-year high. But we’ ... Show More
44m 7s