logo
episode-header-image
Mar 2025
28m 40s

Tech Rout Wipes Away $1.1T & Another ‘De...

Morning Brew
About this episode

Episode 536: Neal and Toby talk about the tech stock meltdown that results in one of the worst days for the tech-heavy Nasdaq. Then, Canada has elected a new prime minister, former banker Mark Carney, who promises to combat US tariffs. Also, another Chinese AI tool just dropped and some are calling it another ‘DeepSeek’ moment, while others aren’t so impressed. Meanwhile, 5 years ago, the world was transformed by the COVID-19 pandemic and Toby looks at some of the trends that have lasted and some that fizzled out. Lastly, a wrap of other headlines you should know.


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.


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


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


There are risks involved with investing in ETFs, including possible loss of money. ETFs are subject to risks similar to those of stocks. Investments focus in a particular sector, such as technology, are subject to greater risks and are more greatly impacted by market volatility, than more diversified investments.


Since ordinary brokerage commissions apply for each buy and sell transaction, frequent trading activity may increase the cost of ETFs. Invesco does not offer tax advice. Please consult your tax professional for information regarding your own personal tax situation. Diversification does not guarantee a profit or eliminate the risk of loss.


Invesco Distributors, Inc.


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

Up next
Yesterday
A Cereal Deal Worth $3B & Delta's Profit Forecast Means Travel is Back
Episode 624: Neal and Toby unpack Ferrero, the maker of Nutella, acquiring the cereal maker Kellogg in a nearly $3B deal. Then, the Pentagon becomes the largest shareholder for a rare earth mining company. Also, Delta shares jumped 11% signaling traveling is stabilizing. Meanwhil ... Show More
31m 36s
Jul 10
‘X’ CEO Steps Down After Two Years & McDonald’s Revamps Their Menu
Episode 623: Neal and Toby cover the leadership shakeup at Elon Musk’s ‘X’ as Linda Yaccarino steps down as CEO. Then, President Trump’s announcement to slap a 50% tariff on copper causes prices to skyrocket. Also, McDonald’s is bringing back the snack wrap, along with a new spic ... Show More
31m 49s
Jul 9
US to Ban Farmland Sales to China & Middle Managers Crashing Out?
Episode 622: Neal and Toby talk about the Trump Administration banning Chinese buyers from acquiring US farmlands. Then, Robinhood is offering faux equities as tokens and OpenAI is not happy about it. Also, middle managers are being axed which means top managers are adopting more ... Show More
31m 51s
Recommended Episodes
Aug 2024
As Good As It Gets For The Stock Market?
On this latest episode of the "On the Tape" podcast, hosts Guy Adami, Liz Young Thomas, and Dan Nathan discuss market trends and Federal Reserve updates. They reflect on Fed Chair Jerome Powell's recent comments and his effective communication strategy while anticipating the upco ... Show More
34m 21s
Feb 2024
If You Leave Us Now with Mike Wilson
Mike Wilson of Morgan Stanley is back for his quarterly appearance! We discuss Nvidia earnings becoming a big macro event (2:00), the AI gold rush (6:45), finding relative value (10:00), interest rates (13:40), active vs. passive investing (23:40), the labor market (25:15), bank ... Show More
52m 4s
Apr 2024
BoJ Begging For Mercy + A Conversation with Peter Polanskyj of Obra Capital
On this episode of “On The Tape,” Dan Nathan and Liz Young give their take on earnings season thus far (4:00), Meta (8:00), CEOs talking about the consumer (14:00), how the stock market could react to the Fed Meeting & Jobs Report this week (20:00), yields/currencies (24:30), and ... Show More
57m 16s
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
Jul 2024
You Never See The Market Turn Coming
Guy Adami and Liz Young Thomas discuss a range of topics from personal updates to pressing financial trends. We delve into the stock market's latest all-time highs and the market's questionable response to weak job numbers, and predictions about the Federal Reserve's potential up ... Show More
36m 8s
Apr 3
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
Welcome to The Daily Deal — the new show with Harry Stebbings and Jason Lemkin, where we break down the biggest stories in tech, venture, and B2B. From market meltdowns to billion-dollar raises, wild valuations, and the drama behind the deals. We’re covering it all! Plus, we’ll b ... Show More
1h 27m
Jul 2024
Market’s Musical Chairs & A Conversation with Jonathan Litt
Dan Nathan and Guy Adami discuss with the significant news of President Biden dropping out of the race, leading to conversations about the implications for the market and potential changes in political leadership. The episode also covers recent earnings reports, particularly focu ... Show More
1h 3m
Jun 2024
Money Aint Got No Owners Only Spenders
On this episode of “On The Tape,” Guy Adami and Dan Nathan talk about crazy month-end price action (4:00), narrowing leadership (7:30), what happens if the Fed doesn’t cut (13:00), consumer spending (16:00), the economy vs. the stock market (19:00), options pros worries about the ... Show More
35m 45s
Oct 2024
Beige Books & Baseball
Guy Adami and Liz Young Thomas from SoFi dissect the latest market trends, including rising 10-year yields and their impact on housing. They explore Goldman's surprising decade-long bearish forecast for U.S. stocks and discuss upcoming earnings from major companies. The hosts als ... Show More
35m 25s
Feb 2024
This Aggression Will Not Stand, Dan
Dan Nathan and Guy Adami are shaking off the Super Bowl hangover and bringing you another episode of ‘On The Tape’. On today’s pod, the guys discuss when to pivot your market view, small caps lagging, concentration in a handful of mega-cap tech stocks, the market discounting bad ... Show More
32m 35s