Carl Quintanilla, David Faber and Sara Eisen set the stage for Friday's Jackson Hole Symposium speech by Fed Chair Jerome Powell. Among the issues discussed: The potential for rate cuts and what's at stake for the markets including the banking sector, plus a look how stocks historically perform leading up to, during and right after the Fed Chair's Jackson Ho ... Show More
Jul 31
11AM Hour: Thoma Bravo Managing Partner Holden Spaht, Kalshi Board Member on New York Lawsuit & Big Tech Earnings Breakdown 7/31/26
We break down Amazon and Apple's latest quarters with both stocks heading in opposite directions today. Then, Thoma Bravo Managing Partner Holden Spaht joins to discuss how he's looking at the software sector right now. Plus, Kalshi Board Member Brian Quintenz joins with his reac ... Show More
46m 36s
Jul 31
10AM Hour: Apple and Amazon Results, Situational Awareness Latest, Dallas Fed President on Rate Dissent 7/31/26
The latest developments surrounding hedge fund Situational Awareness and what they could mean for AI investors. And we break down earnings from Apple and Amazon, highlighting the biggest takeaways for Big Tech, capex outlook, and the next phase of the AI trade. Plus, Dallas Fed P ... Show More
43m 31s
Aug 2024
Lots More on What We Just Learned at Jackson Hole
Every year, the Federal Reserve Bank of Kansas City hosts an economic symposium in Jackson Hole, Wyoming. It’s a chance for central bankers and other policymakers to talk about issues facing the global economy, debate academic literature, and provide further guidance on the futur ... Show More
20m 31s