logo
episode-header-image
Oct 2025
23m 57s

Why This JPMorgan Analyst Says Now Is th...

The Wall Street Journal
About this episode
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos explore how the Federal Reserve’s independence, a government shutdown and volatility around tariffs are driving gold to hit record highs. Then, does videogame maker Electronic Arts’ $55 billion buyout signal a long-awaited M&A boom? Plus, they discuss the “debasement tr ... Show More
Up next
Jul 26
The Buried $150B Bet Inside the Top 20 U.S. Stocks
In this week's episode of WSJ’s Take On the Week, host Telis Demos and guest host Spencer Jakab, the Wall Street Journal’s investing columnist and writer of the Markets A.M. newsletter, are joined by Kaitlin Hendrix, asset allocation research director at global investment firm Di ... Show More
32m 30s
Jul 19
How This $150B+ Wall Street Strategy Could Lower Your Taxes
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos are joined by Brent Sullivan, founder of Tax Alpha Insider, to dive into a hot, over $150 billion investing strategy called “tax-aware long-short.” This strategy aims to help wealthy inves ... Show More
34m 47s
Jul 12
Are Corporate Earnings in a Bubble? This Quarter Is a Test
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos preview earnings from Taiwan’s flagship chip maker, TSMC. They also break down why this coming week’s earnings from Johnson & Johnson, UnitedHealth Group and Abbott Laboratories won’t do m ... Show More
37m 45s
Recommended Episodes
Nov 2024
WSJ’s Take On the Week: The AI Trade’s Next Phase Is Here. Are You Ready?
For YMB listeners, here’s a special presentation of WSJ’s Take On the Week: Co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy, and finance—the big tra ... Show More
23m 25s
Jan 2024
Bloomberg Wall Street Week - January 26th, 2024
 On this edition of Wall Street Week, Saira Malik, Nuveen CIO tells us about election risks to markets around the world. Sharmin Mossavar-Rahmani, Goldman SachsWealth Management Group CIO makes the case for overweight us equites. Robert Rubin, Former US Treasury Secretary tells u ... Show More
38m 40s
May 2022
Bloomberg Wall Street Week: May 20th, 2022
One of the most iconic brands in financial television returns for today's issues and today's world. On this edition of Wall Street Week, Saira Malik, Nuveen CIO & Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income wrap up a turbulent week in the markets. Tom ... Show More
32m 24s
Feb 2023
Bloomberg Wall Street Week - February 17, 2023
On this edition of Wall Street Week, Rebecca Patterson, Former Bridgewater Chief Investment Strategist & Mona Mahajan, Edward Jones Senior Investment Strategist wrap up the week in the markets. Gillian Tett, Financial Times Editor-at-Large on why we should all be paying attention ... Show More
33m 25s
Mar 2024
Market Madness or Sadness?
On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young discuss two big events for the markets this week: Nvidia’s user conference & the Fed meeting (3:00). Plus, they hit the potential Apple/Google AI deal (21:30) and where stocks could end the week (31:30). Arti ... Show More
36m 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
33m 25s
Mar 2022
Bloomberg Wall Street Week: Desai, Feeney, Rieder
One of the most iconic brands in financial television returns for today's issues and today's world. On this edition of Wall Street Week, Sonal Desai, Franklin Templeton Fixed Income CIO & Joanne Feeney, Advisors Capital Management Partner & Portfolio Manager discuss the strongest ... Show More
31m 47s
Oct 2023
Stocks Staying Alive with Negativity & A Conversation with Jurrien Timmer of Fidelity
On this episode of “On The Tape,” Guy & Danny discuss rising interest rates (3:00), gold/bitcoin (14:30), oil demand destruction (17:00), Only an Equities Crash Can Rescue the Bond Market, Barclays Says (19:00), strikes (21:00), consumer stocks (22:00), Danny rips off the tape on ... Show More
1 h
Mar 2023
Bloomberg Wall Street Week March 24th, 2023
 On this edition of Wall Street Week, Sonal Desai, Franklin Templeton Fixed Income CIO & Dennis DeBusschere, 22V Research President, Partner and Chief Market Strategist. Former Treasury Secretary, Larry Summers, Former Fed Board Member, Dan Tarullo And Stephanie Flanders, Bloombe ... Show More
33m 28s
Dec 2022
Bloomberg Wall Street Week - December 2nd, 2022
On this edition of Wall Street Week, Gregory Peters, PGIM Fixed Income Co-CIO & Kristina Hooper, Invesco Chief Global Market Strategist wrap up the week in the markets. Tom Montag, Rubicon Carbon CEO & Anne Finucane, Rubicon Carbon Chairwoman discuss the launch of a carbon-credit ... Show More
32m 27s