Frank Holland and the Investment Committee debate whether you should stick with tech or double down on the broadening in the market as the NASDAQ and S&P eye fresh new closing highs. Plus, oil at $80 a barrel, Bryn Talkington explains why 80 is the new 60 when it comes to oil. And later, Bitcoin $64k this week, the Committee debate what’s next for the crypto ... Show More
May 2023
From Inflation, to Disinflation - What it Means for the Market. And the Risk Inherent in the Tech Rally 5/31/23
<p>Commodity prices got crushed in May, with crude oil seeing its worst month since November 2021. So will falling prices become a tailwind for the consumer and the market? Plus, while tech stocks have been rallying in the last few weeks, one top investor says the run has come to ... Show More
45m 3s
Mar 2022
BREAKDOWN: The Fed’s Powell Is Getting More Hawkish as Market Starts Using the ‘R-Word’
Is recession the only way out of inflation?
This episode is sponsored by Nexo.io, Arculus and FTX US.
On today’s episode, NLW takes a tour of recent macro sentiment, focusing on the shifting tone coming out of the U.S. Federal Reserve. In speeches and interviews this week, Fed ... Show More
16m 34s
Mar 2024
Gold Glistens To New Highs… And Reddit Readies Its Pre-IPO Roadshow 3/8/24
<p>Stocks taking a breather, as gold breaks out to a new high, topping $2200 for the first time ever. All while crypto continues its climb, with Bitcoin hitting $70,000. Could the moves have broader implications for the recent market rally? Plus… All eyes on Reddit. The social me ... Show More
43m 35s
May 2022
BREAKDOWN: Wait, Was the Fed Meeting Dovish or Hawkish?
A 50bps hike comes out of the FOMC meeting.
This episode is sponsored by Nexo.io, NEAR and FTX US.
Today on “The Breakdown,” NLW looks at this week’s FOMC meeting. The Fed increased the Federal Funds Rate target by the anticipated 50 basis points, but most of the discussion was ... Show More
12m 59s
Jan 2024
Is the End of Quantitative Easing Near? (1/18/24)
(1/18/24) Texas Weather's extreme mood-swings are on display; markets are in bore-mode until the stock buy back window opens again in two weeks; a look at Bitcoin, Gold, & Bonds; Is the Fed about to close down its quantitative easing play? The Yield Curve has invert, but is it ab ... Show More
47m 11s