Stocks closed well off their lows of the day, but a stark warning from JPMorgan CEO Jamie Dimon may be reason for investors to pause. We dive into what he said, and why markets might be missing his message. Plus Chinese stocks are on pace for their worst start to the year since 2016. And one emerging markets investor says even he’s not putting his money to w ... Show More
Yesterday
Netflix, United Airlines Report… And Natural Gas Surges Amid Freezing Temperatures 1/20/26
Shares of Netflix and United Airlines on the move as the company report results. The latest on the streaming giant’s bid for Warner Brothers Discovery, and what United CEO Scott Kirby has to say about the company’s latest numbers. Plus, the latest out of President Trump’s White H ... Show More
43m 9s
Jan 16
Souring On Apple… And An Auto Affordability Push As Car Prices Speed Higher 1/16/26
Apple falling far from the tree, as the tech giant closes out its 7th straight week of losses. How it’s faring against the other Mag7 names, and if the stock can bounce back after its recent rut. Plus new car prices continuing to speed higher, as the White House makes another aff ... Show More
43m 30s
Jan 15
Would You Rather?: Goldman Sachs or The Mag7… And Structure Therapeutics CEO 1/15/26
Goldman Sachs surging to fresh records as earnings top estimates, while some Mag7 stocks continue to struggle against the broader market. So will the big bank keep bumping, or can the big tech trouble make a turnaround? Plus the weight loss drug wars are heating up, with focus tu ... Show More
43m 38s
Mar 2025
What's Driving Volatility in Chinese Tech Stocks?
On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after se ... Show More
20m 57s
Feb 2020
The Race to Contain Coronavirus, Tesla’s $2B Stock Offering & PepsiCo’s Growth Strategy
<p>Carl Quintanilla, David Faber & Jim Cramer discuss the stock market pullback as China coronavirus cases surge. Plus, Tesla’s $2B common stock offering & why one legendary investor says he would “never buy it” & “never sell it short.” And, PepsiCo CFO Hugh Johnston on Q4 earnin ... Show More
43m 17s
Sep 2025
The $16 Trillion Stock Rally
The stock market rally has added $16 Trillion in market capitalization so far this year, and momentum is still in the drivers’ seat. What, if anything, can slow the rally down? Legendary Tech investor Dan Niles breaks down the bull between the horns, but warns of a fowl Thanksgiv ... Show More
35m 35s
Oct 17
The Stock Market Is Ultraconcentrated, and It Could Get Worse. Here’s How to Manage the Risks.
<p>Over the past few years, just a few large-cap technology stocks have powered the stock market’s returns. That trend shows no signs of abating anytime soon, as demand for artificial intelligence continues to send the tech sector higher. </p><p>A highly concentrated market can—a ... Show More
13m 11s
Nov 2023
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ... Show More
1h 3m
Mar 2025
SOTS 2nd Hour: Prepping For The Fed, Google’s Biggest Acquisition EVER, and Time To Look Overseas? 3/18/25
<p>Stocks kicking off the morning in the red – David Faber, Michael Santoli, and Sara Eisen broke down the latest on the Fed front and where rates could be headed tomorrow. Why T. Rowe Price CIO Sébastien Page says to bet on international equities here over the SPX – plus, what C ... Show More
42m 52s