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
Apr 13
The Rewiring of the Stock Market
As ceasefire talks break down with Iran and oil prices spike again, investors face more uncertainty in an uncertain market. While this may feel temporary, investors may need to get used to a broader rewiring of the capital markets, according to Matt Bartolini of State Street Inve ... Show More
37m 6s
Apr 6
Crude Outlook for the Future of Oil
Sustained high oil prices due to the uncertainties around the ongoing war in Iran are seeping their way into thousands of products and boosting inflation in painful places. John Kilduff, energy analyst and co-founder of Again Capital, shows us the good, the bad, and the ugly pros ... Show More
38m 32s
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