logo
episode-header-image
Jan 2025
31m 39s

Big Banks Fuel Stock Market Rally & The ...

Morning Brew
About this episode

Episode 498: Neal and Toby recap the good day Wall Street has thanks to big profits brought by the big banks of America. Then, the US will ban a red dye used in food and drugs that is linked to cancer. Plus, the FTC accuses John Deere of making repairs for their machines hard without their authorized dealers which puts farmers in a costly bind. Meanwhile, Neal shares his stand-out numbers on congestion pricing, the Getty Villa, and Robbie Williams’ biopic. Lastly, a wrap up of the headlines for the day.


Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app.


Checkout public.com/morningbrew for more


Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD


Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow


All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. 

Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.

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

Up next
Aug 22
Walmart Winces at Tariffs & Cracker Barrel’s Stock Sinks From Logo Fiasco
Episode 654: Neal and Ann preview the biggest economic event of the year in Jackson Hole as all eyes are on Fed Chair Jerome Powell’s address. Then, Walmart is standing pat against the force of tariffs as it remains resilient amidst rising costs, but how can it hold? Also, Google ... Show More
29m 51s
Aug 21
Target Names Former Intern as CEO & Labubu Fever Shrinks…Literally?
Episode 653: Neal and Ann chat about Target’s latest earnings and its hopes of bringing in a new CEO will turn the company around. Also, ESPN's standalone streaming app launches today. Then, the Labubu craze gets smaller…literally, as Pop Mart teases a mini version that sends its ... Show More
28m 35s
Aug 20
Best Earnings Season Ever? & CLEAR Tests Biometric Scanning at Airports
Episode 652: Neal and Toby dive into what’s behind a string of strong earnings that is shrugging off tariff fears. Then, the SPAC king returns and is seeking to raise $250M for his new SPAC. Also, CLEAR and TSA is piloting biometric tech to help airport screening go much faster. ... Show More
29m 35s
Recommended Episodes
Jun 27
Statement Risk
On episode 197 of The Compound and Friends, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend following, using systems to overcome emotion, technical analysis, Nvidia, ... Show More
1h 14m
Aug 2024
90. The Skinny On Panic (!) in the Markets, Ackman's Canceled IPO, and Ballerina Farm
Send us a textOur second weekly episode where you get THE SKINNY on whatever's happening in the markets, big deals in the news, and pop culture with us, The Wall Street Skinny.  In this episode, we explain the collapse of the yen carry trade after the faster than expected ra ... Show More
34m 51s
May 2024
68. The Skinny On AI and the GPT-4o Update, Meme Stocks Return, and Golf & Finance
Send us a textIn today's episode we share our thoughts on the new Ghat-GPT4o update in light of Apple's controversial commercial, our thoughts on the difference between gambling and investing in light of the GameStop / AMC resurgence, and finally the intersection of gol ... Show More
43m 41s
Aug 2024
92. Mars Deal & Google Monopoly
Send us a textSign up for our newsletter here!  https://the-wall-street-skinny.beehiiv.com/subscribe Today we chat about the WSJ article: "How Bank of America Ignores Its Own Rules Meant to Prevent Dangerous Workloads". https://www.wsj.com/finance/banking/bank-of-america-worker-d ... Show More
33m 48s
Feb 2025
Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup
This week, we discuss the possibility of the market discounting Trump, Bessent, & DOGE success, the market implications of the Treasury QRA, and whether the manufacturing uptick is tariff front-running or the beginning of a new boom. We also delve into the state of the crypto mar ... Show More
51m 14s
Apr 2025
153. Steve Eisman, the Real-Life "Big Short" Investor, on Tariff Panic and Lessons From the 2008 Crisis
Send us a textThis week on The Wall Street Skinny, we’re diving headfirst into one of the most volatile weeks in recent memory—and we brought backup. After a whiplash-inducing reversal in the bond and equity markets, Jen and Kristen break down how the tariff announcements are rip ... Show More
1h 13m
Jul 2024
87. The Skinny On...Will Private Equity Take Down the Global Economy & More
Send us a textThe Skinny On... 1. Will Private Equity Take Down the Global Economy.  We discuss the FT article from Wednesday, 7/24/24 titled "How private equity tangled banks in a web of debt | Complex layers of leverage could pose a threat to the global economy". Read it here: ... Show More
42m 7s
May 2024
70. The Skinny On NVDA's Stock Split, SALT iConnections Recap, and Gold Decoupling
Send us a textWe're BACK from a whirlwind 48 hours in NYC, fully rested and ready to give you the skinny on the latest in global markets.  First, a quick recap of our adventures at one of the world's largest cap intro conferences, where we got to chat with some of the i ... Show More
16m 39s
Apr 2024
58. The Skinny on CPI & Earnings
Send us a textIn our latest edition of our new weekly markets breakdown, we cover yesterday’s CPI release and its impact on the interest rates, credit, and equity markets.  With earning’s season kicking off, we explain how to frame your thinking about earnings releases as you sta ... Show More
26m 41s
May 2024
Relationship Problems In Markets + Hedging Against Calamity with Jan van Eck & Matthew Sigel
On this episode of “On The Tape,” Guy Adami and Liz Young discuss Morgan Stanley’s Mike Wilson raising his S&P 500 price target (5:00), investor sentiment (8:00), earnings growth (12:30), the VIX as a measure of complacency (16:00), inflation (18:00), Nvidia earnings (21:00).  La ... Show More
1h 5m