Today

What Happens When the AI Bubble Pops? The Trade Is Losing Its North Star

Bloomberg is reporting that one of the key signals driving the AI trade is losing its reliability — and that raises a critical question for investors who've built positions around AI infrastructure, chips, and related names. When the narrative cracks, understanding what's driving ... Show More

45 m

Yesterday

The Roth Conversion Window

Mid-year is a smart time to model conversions before year-end tax planning gets rushed. A practical walkthrough of who benefits, how to size a conversion, and the bracket-management math that makes it work.Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, ATI Inc ... Show More

44m 51s

Jul 3

BEST OF CALLER QUESTIONS ~ FRIDAY July 3rd

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: I-R-As, 401k Plan, Compound Frequency, Is It Good Time to Buy Stocks, Fidelity 401k ... Show More

46m 37s

Nov 2024

Election Reflections

Join Moe & Javaid for a post-election episode. Our hosts will dissect the results of the 2024 presidential race and their potential impact on the financial landscape. This week Moe & Javaid analyze the market's initial reaction to Donald Trump's victory and explore the implicatio ... Show More

37m 23s

Apr 2024

28 - How the US presidential election could impact the global economy

How could the outcome of the US election impact the global economy? BMO Senior Economist Sal Guatieri is joined by Michael Gregory, deputy chief economist at BMO, to discuss the implications and risks associated with the upcoming presidential election. Depending on who is elected ... Show More

19m 10s

Nov 2024

Trump’s Admin Taking Shape… And What To Expect Out Of Tomorrow’s CPI Report 11/12/24

Stocks taking a breather from its post-election rally as President-elect Donald Trump begins shaping his administration’s leadership team. The names taking key roles, and the impact it could have on foreign relations. Plus All eyes on tomorrow’s CPI data, as investors await th ... Show More

43m 42s

Nov 2024

What markets bet President Trump will do

On the day after the election, Wall Street responded in a dramatic way. Some stocks went way up, others went way down. By reading those signals — by breaking down what people were buying and what they were selling — you can learn a lot about where the economy might be headed. Or ... Show More

26m 37s

Oct 2024

Spotlight on the US Elections

Three big things you need to know: First, our survey results, which are bottom-up in nature and driven by domestic policy views, imply that the event is relevant to US equity markets, but perhaps less so than some market participants may believe. For our US analysts, a Republican ... Show More

6m 30s

Nov 2024

Markets Love Certainty

Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week. (00:20) Asit Sharma and Dylan Lewis discuss: - The reactions to Donald’s Trump’s 2024 P ... Show More

24m 6s

Jul 2024

Investors Eye Reactions to US Presidential Debate

Our Global Head of Fixed Income recaps the aftermath of the first U.S. presidential debate, and how markets may react if forthcoming poll data shows a meaningful shift in the race. ----- Transcript ----- Welcome to Thoughts on the Market. I'm ... Show More

3m 22s

Apr 2024

European Markets React to Upcoming U.S. Election

As the U.S. presidential election remains closely contested, our experts discuss what a change in administration could mean for European equities in terms of trade, China relations and other key issues. ----- Transcript ----- Michael Z ... Show More

8m 58s

Oct 2024

US politics heating up

As investors grapple with the implications of an ‘earnings yield inversion’, where the S&P 500 Index yields more than 10-year US Treasuries, US equities took a breather yesterday from last week’s gains. Meanwhile, Asia is seeing its busiest IPO week in more than two years, ... Show More

13m 43s

Sep 2024

US Markets Wrap: Election Impact On Markets & Jitters Around US Non Farm Payrolls

Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his insights on how the US Presidential Election will impact credit markets, whether the ‘Trump trade’ is over and if we will see a ‘Harris’ trade, as well as sentiments surrounding the US non-farm payroll ... Show More

8m 38s

InvestTalk 7-2-2024 – Trump vs Biden: Ho...