logo
episode-header-image
Nov 2024
24m 10s

WSJ’s Take On the Week: The AI Trade’s N...

The Wall Street Journal
About this episode

For YMB listeners, here’s a special presentation of WSJ’s Take On the Week: Co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy, and finance—the big trades, key players and business news ahead.


This week, Telis and Gunjan dig into the latest on the Trump trade, the crypto rally and what upcoming retail earnings reports from Target and Walmart could signal about American consumers.


Later, Dominic Rizzo, portfolio manager of T. Rowe Price’s Global Technology Equity Strategy, joins the show to talk about artificial intelligence investment and tech stocks, including companies such as AMD and Synopsys and those in the Magnificent Seven like Alphabet, Meta and Microsoft. And of course the sector’s shining star, Nvidia.


Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email takeontheweek@wsj.com or the hosts at telis.demos@wsj.com and gunjan.banerji@wsj.com.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Mar 2025
How to Protect Your Tax Refund From Scammers
The IRS is encouraging taxpayers to apply for a six-digit IP PIN to protect their refund from fraudsters. Host Ariana Aspuru is joined by Wall Street Journal tax reporter Laura Saunders, who walks us through the online process of applying for this extra level of protection.   Sig ... Show More
8m 57s
Mar 2025
What You Can Learn From LinkedIn Influencers to Boost Your Brand Online
LinkedIn isn’t just a résumé site anymore — it’s a branding opportunity for content creators and regular folks alike. WSJ reporter Ann-Marie Alcántara joins host Julia Carpenter to discuss the changing landscape of online networking.  Sign up for the WSJ's free Markets A.M. newsl ... Show More
8m 37s
Dec 2024
Money Moves for the New Year: Saving Up for a Big Purchase
How can you put away enough money for a major expenditure, like a car, house or improvements on your current home? It starts with making sure you're financially healthy enough to take it on. We hear from 34-year-old South Dakota resident and small-business owner Sallie Doty. She ... Show More
15m 4s
Recommended Episodes
Oct 19
Why This Legendary Investor Says We're in a Stock Market Bubble
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dig into the latest big bank earnings and what they signal about the health of the U.S. consumer. Next, they explore the disconnect between potential economic warning signs and the market’s ... Show More
28m 25s
Dec 2024
Trader Trajectory: Navigating the World of Futures & Options
The exponential growth in markets and investment activity has also led to a surge in the number of traders. These are the skilled craftsmen of the trade, one ear firmly on the ground of India Inc the other on the reverberations of money movements. The massive growth brings its sh ... Show More
25m 58s
Jan 2025
What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framew ... Show More
53m 30s
Aug 21
How smart investors stay ahead of the next market shift
Don’t get left behind - here’s how to position your portfolio before the next market rotation hits. In this episode of Stocks in Translation, Interactive Brokers Chief Strategist Steve Sosnick joins host Jared Blikre and Senior Reporter Allie Canal to discuss market dynamics, par ... Show More
24m 45s
Sep 30
Beyond Nvidia: How to spot the next AI breakout for your portfolio
Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper. In this episode of Stocks in Translation, Epistrophy Capital Research Chief Market Strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. ... Show More
24m 45s
Nov 9
Amazon and Netflix Are Winning: Can Old-School Media Compete?
In this week's episode of WSJ’s Take On the Week, co-host Telis Demos and guest host Miriam Gottfried discuss the Supreme Court case challenging President Trump's reciprocal tariffs and how that’s playing out in the markets. Next, they look at affordability as the winning message ... Show More
33m 10s
Jan 2025
Market declines, tech earnings season kicks off, investors focus on the Fed's upcoming rate decision.
Deepseek rattles the market to start off the week. Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Nvidia (NVDA), AT&T ... Show More
52m 45s
Aug 5
The next big thing in investing is already here
Exposure to new markets and technologies is a longstanding strategy to boost your portfolio's profitability.On today's Stocks In Translation, hosts Jared Blikre and Brooke DiPalma speak with CFA Institute president and CEO Margaret Franklin to explore the rapidly changing landsca ... Show More
24m 18s
Jun 2023
MRKT Call: Trading The Futures
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 20th. 0:00 - China Troubles 9:00 - S&P 500 13:00 - NASDAQ Short Trade 16:20 - History Rhyming? 24:30 - Yields 27:30 - Crude Oil 29:55 - Gold MRKT Call is brough ... Show More
35m 40s
Oct 14
Monday’s European and US equity rally sullied by new trade war actions
President Trump’s Sunday post – “Don’t worry about China, it will all be fine” – boosted stock markets yesterday, with further positive AI-specific headlines also providing fuel to a rally that saw the main indices clawing back a good part of their losses from Friday’s sell-off. ... Show More
10m 38s