logo
episode-header-image
Aug 26
25m 32s

The bond market warning and how to trade...

Yahoo Finance
About this episode
Host Kenny Polcari joins Interactive Brokers Chief Strategist Steve Sosnick and AInvest Managing Editor Adam Shapiro to discuss the "slow-motion trainwreck" of the U.S. national debt and why the bond market is flashing warning signs that equity investors are ignoring. 
Up next
Aug 19
Forget the Mag 7: The phase 2 AI trade is here
Host Kenny Polcari joins Academy Securities' Peter Tchir and Wall Street Alliance Group's Aadil Zaman to break down the shift toward production for security, how to hedge geopolitical risks using the energy sector, and why the real AI money is moving into phase 2 industrial benef ... Show More
25m 17s
Aug 12
Forget big tech: the real AI money is in plumbing
Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in ... Show More
26m 45s
Aug 5
AI CapEx fears: Is big tech overspending?
Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms. 
26m 53s
Recommended Episodes
Jan 2025
Nvidia sinks, Trump broadens tariff pledge, earning season continues
Can the market recover from yesterday’s big sell off? Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Alphabet (GOOGL), ... Show More
52m 43s
Jan 2025
Examining FX Volatility, The AI Trade
On today's episode, a look at FX volatility with Ju Wang, Head of Greater China FX & Rates Strategy at BNP Paribas. Plus, we explore how the AI trade is propelling markets with Larry Tentarelli, Chief Technical Strategist at Blue Chip Daily Trend Report.See omnystudio.com/listene ... Show More
16m 20s
Nov 2024
It pays to be a bull
Gary Vaughan from Daily Stock Picks highlights ETFs and why setting your risk tolerance as investor is important (0:10). How the macro picture affects his portfolio performance (1:10). Tech earnings: Apple's valuation is concerning, Google monetizing AI, but is Microsoft? High fl ... Show More
8m 15s
Apr 2025
Closing Bell Overtime: BlackRock Co-Founder On Market Volatility; Former Bridgewater Chief Investment Strategist On Gold, Dollar 4/10/25
<p>Lori Calvasina of RBC Capital Markets and Adam Crisafulli of Vital Knowledge discussing the ongoing equity pullback and Calvasina digs into why her S&P 500 bear case is now the base case. Our Megan Cassella reports on the White House’s tariff plans targeting China, while Pippa ... Show More
51m 5s
Apr 2025
Markets Rattled By Tariff Latest… And If There’s More Downside Ahead 4/7/25
<p>The market sell-off rolls as the major indices whipsaw to start the week. How the latest tariff headlines are swinging stocks, and what an additional 50% tariff on China will mean in the trade war. We break down the threats, reactions, and strategy for navigating the volatilit ... Show More
43m 48s
Aug 2022
Stocks Climb the Wall of Worry…For Now
On this episode of MKT Call Guy Adami and Carter Worth discuss:   Wall Street bulls vs. bears on a year-end rally What the VIX is saying about the market’s next move Oil and energy getting crushed Big earnings coming up from Caterpillar, AMD, and Starbucks ---- Watch MKT C ... Show More
30m 55s
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 2025
A Picks-And-Shovels Bet on AI Growth… And Low Income Consumers Under Pressure 10/3/25
<p>New winners in the AI datacenter buildout. The Fast Money traders discuss Coinbase as a play on digital assets and trading infrastructure, Vertiv as a picks-and-shovels bet on AI data center growth, drone maker Anduril as a speculative moonshot tied to military contracts and t ... Show More
43m 21s
Apr 2025
Are Investors Leaving U.S. Stocks?
The market is waiting for more clarity on tariffs. Fund managers are already making moves. (0:21) Bill Barker and Ricky Mulvey discuss: - How the market could react to tariff liberation day. - The impact from current tariffs for Harley Davidson. - If the motorcycle manufacturer ... Show More
30m 20s