The stock market rally has added $16 Trillion in market capitalization so far this year, and momentum is still in the drivers’ seat. What, if anything, can slow the rally down? Legendary Tech investor Dan Niles breaks down the bull between the horns, but warns of a fowl Thanksgiving surprise. Plus, investors are hoping for more rate cuts than the Fed is plan ... Show More
Feb 23
The Vibe Economy is Not Vibing
With the Supreme Court striking down the Trump Administration’s reciprocal tariffs, and the announcement of new 15% tariffs by The White House, the economic forecast has become another blizzard of uncertainty. Kyla Scanlon, author of “In This Economy?”, helps us decode the sour v ... Show More
41m 30s
Aug 2024
Sentiment leads the market; the Fed follows
The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time ... Show More
11m 58s
Jan 2024
Why Markets Should Be Paying More Attention to Jamie Dimon’s Warning, and Why One Top Investor Is Wary of Investing in China 1/17/24
<p>Stocks closed well off their lows of the day, but a stark warning from JPMorgan CEO Jamie Dimon may be reason for investors to pause. We dive into what he said, and why markets might be missing his message. Plus Chinese stocks are on pace for their worst start to the year sinc ... Show More
44m 33s
Mar 2025
What's Driving Volatility in Chinese Tech Stocks?
On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after se ... Show More
20m 57s
Mar 2025
Stocks Wrap Up Volatile Week… And Dissecting The Tech Wreck 3/7/25
<p>Stocks bouncing back Friday after a very volatile week. The S&P posting its worst week since September as a weak jobs report, Fed comments, and more tariff headlines rock markets. So will the volatility continue? And A take on Tech, as Meta erases nearly all of its record rall ... Show More
43m 45s
May 2024
Nvidia Still A Buy?... And Boeing’s Latest Black Eye 5/23/24
<p>Shares of Nvidia surging after earnings and its 10-for-1 stock split announcement, but after another big jump, is the stock still a buy? If the chip giant’s rally can keep running. Plus More headwinds for Boeing. The company announcing it expects to burn cash this year, and th ... Show More
43m 38s