Mar 2024

6m 40s

Fed and Nvidia vie for market dominance

About this episode

Nvidia's GTC is now the AI Woodstock. (0:52) The Fed's new dot-plot will be the big focus. (1:37) Reddit set to start trading. (2:24)

Show Notes
Financials ranked first again in BofA’s small-cap quantitative sector rankings, Utilities last.
Meta under federal probe over role in illegal drug sales: WSJ

Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Up next

Yesterday

Inflation report still in sight

Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01:35) Instagram (META) boss 'exploring' a separate TV app for video content - repo ... Show More

6m 17s

Oct 9

Meet Ferrari's Elettrica

Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50. (2:06) Hollywood vs. AI. (2:50)Show Notes J.P. Morgan’s top tech stocks to short Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to a ... Show More

4m 15s

Oct 9

Netflix levels up

Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed until government shutdown ends. (02:26)Episode transcripts seekingalpha.com/wsb.Sho ... Show More

6m 48s

Recommended Episodes

Mar 2021

3-11-2021: Noted Market Bull Favors Value Stocks And Warns The Nasdaq Rebound Will Unravel

Wharton School finance professor Jeremy Siegel predicts, "the hottest economy we’re going to see in a long time". Today's Stocks & Topics: UVXY - ProShares Ultra VIX Short-Term Futures ETF, QYLD - Global X NASDAQ-100 Covered Call ETF, GRBK - Green Brick Partners Inc., TRQ - T ... Show More

46m 14s

Oct 2020

10-09-2020: Hedge-Fund Manager: Don't Miss Out On A ‘Generational Opportunity’ In The Market

The theory predicts that most cyclical sectors will grow earnings at a faster pace than the S&P 500-- could it be right? Today's Stocks & Topics: BAC - Bank of America Corp., MMP - Magellan Midstream Partners L.P., QDEL - Quidel Corp., Value & Growth Stocks After Election Day ... Show More

45m 29s

Jun 2020

06-19-2020: With Mortgage Rates At Record Lows, Americans Should Not Wait Long Before Locking-In Their Best Rate Offer

Declining inflationary pressures have put many home shoppers in the "buying mood" but there may be limits to how much of a boost they can provide. Today's Stocks & Topics: Bulls & Bears & Quadruple Witching, SYY - Sysco Corp., GILD - Gilead Sciences Inc., FL - Foot Locker Inc ... Show More

45m 12s

Jun 2021

MM022: Why are people talking about dots?!

In this episode, we explain the market's obsession with the Federal Reserve's Dot-Plot matrix. Explaining why the Fed uses it, how market participants perceive it, and whether it's even that good an indicator of future interest rates? We also look at the slide in commodities this ... Show More

41m 6s

Nov 2022

11-18-2022 – Reality Showdown: Stock Market Rally Vs. Recession Dangers

Though surging stocks suggest markets are reaffirming hopes of a soft landing from the FED, some high-profile strategists disagree. Today's Stocks & Topics: Home Sales Report, Musk and Twitter, Oil Prices, VZ - Verizon Communications Inc., XLI - Industrial Select Sector SPDR ... Show More

46m 2s

Feb 2023

CNBC Special Report: Taking Stock 2/14/23

CNBC’s Frank Holland has your post-CPI playbook. Bleakley Advisory Group’s Peter Boockvar discusses the hotter-than-expected CPI report and what it means for the Fed going forward. David Steinberg, co-founder and CEO of Zeta Global, a data-driven cloud marketing company, discusse ... Show More

44m 51s

Feb 2023

2-3-2023 – What Can We Learn from Earnings Reports, So Far?

Investors had been overly hopeful about tech, but Apple, Amazon and Google-parent Alphabet all reported earnings that disappointed Wall Street. Today's Stocks & Topics: HBI - Hanesbrands Inc., LECO - Lincoln Electric Holdings Inc., SI - Silvergate Capital Corp., VALE - Vale S ... Show More

45m 58s

Feb 2023

Negative market sentiment at the end of the week

Investors are beginning to adjust to the prospect of higher interest rates, dragging down markets around the world. Meanwhile, job cuts in the tech sector continue, with Yahoo being the latest big tech name to announce layoffs. Manuel Villegas, Next Generation Research analyst, p ... Show More

7m 21s

May 2023

Apple's Approaching $3T

The biggest company in American led a packed week of earnings and macro data. (0:21) Andy Cross and Ron Gross discuss: - The Fed's latest rate hike, April's jobs report, and the latest banking drama - Apple's surprising 2nd-quarter results and $90 billion share buyback plan - Sho ... Show More

39m 31s

Feb 2021

Stocks Follow Bonds Into the Slaughterhouse

DB-Feb25,2021: Real Vision managing editor Ed Harrison welcomes James Bianco, president of Bianco Research, to the Daily Briefing to make sense of the massive rout in long-dated Treasury bonds that is perturbing every aspect of the market—from high-flying growth names like Tesla ... Show More

30m 37s

Listen to millions of songs and podcasts on Anghami