The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing.
Jason Moser and Asit Sharma join Ricky Mulvey to discuss:
- If the U.S. economy is sliding into a recession.
- Earnings from Amazon, Meta, Microsoft, and Apple.
- If investors should mind 20% of the S&P 500’s market cap being tied to four c ... Show More
Yesterday
How to Factor Home Equity Into Your Financial Plan
Home prices are near all-time highs, and homeowners have never had so much equity. Matt Frankel and Robert Brokamp discuss why, when, and how to turn your home into cash. Also in this episode: -Which types of stocks have performed best since the current rally began on April 8 -Wh ... Show More
21m 48s
Aug 22
Walmart Stands Tall In a Rocky Retail Environment
The retail earnings flood hit this week and it told us a lot about consumer spending, plus the market is once again buying into meme stocks and SPACs. Is this time different? Travis Hoium, Jon Quast, and Matt Frankel discuss: - Retail earnings and takeaways for investors - Opendo ... Show More
42m 1s
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
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
Feb 2025
Trading Insights: Evolution of the markets structuring business
In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Rui Fernandes, global head of Markets Trading Structuring at J.P. Morgan, to explore the evolution of the trading and structuring businesses. They delve into the key drivers o ... Show More
26m 23s
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
Jun 2024
Get out of Cash
On episode 146 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth, to discuss: the FOMC meeting, inflation, rising valuations, the biggest risk to the market, GameStop, and much mo ... Show More
1h 22m
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
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
Mar 2025
Is a Recession Coming? (EP.402)
On episode 402 of Animal Spirits, Michael Batnick and Ben Carlson discuss: GDP growth rolling over, the probability of a recession is rising, timing a bear market, Ray Dalio's crash calls, the crypto strategic reserve, the bull market in convenience, why we need Social Security, ... Show More
1 h