The economy added fewer jobs than expected in September--we have the first reaction from newly minted Labor Secretary Keith Sonderling, as well as what it means for the path of interest rates. Former Yahoo CEO Marissa Mayer on her new AI startup. Plus, Nike tries to revive its turnaround strategy.
Yesterday
Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26
The Vice Chairman of Ariel Investments says investors are being adequately paid to hold bonds for the first time in seven years. Can policymakers fix the frozen housing market? Plus, two AI-related names to buy outside the tech sector, as the Nasdaq retreats from record highs. Ho ... Show More
44m 12s
Oct 6
Stocks at Record Highs, The Bullish Case for Bonds, and NYC’s AI Safety Push 10/6/26
What’s in store for the fourth quarter as the S&P and Nasdaq both hit record highs. Parametric’s Nisha Patel makes the case for adding duration risk, despite volatile rates. Plus, the NYC Council Speaker says senior leadership from the likes of OpenAI and Meta were unable to answ ... Show More
43m 49s
Oct 5
A New Normal, From Wall Street to Y’all Street, and “Net” Bets 10/5/26
Economist Stephanie Roth argues 5% rates aren’t restrictive. Why companies like Sunoco and Dillard’s have moved their listings to the Texas Stock Exchange. Plus, our trader bets on the “NET” names in Q4. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informatio ... Show More
43m 37s
Jul 2025
Wall Street Roundup: AI trade, market melt up
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ... Show More
11m 6s
Jun 2022
Hiking Rates, Calling Big Oil, & Hedging Portfolios 6/15/22
<p>The S&P 500 fails to rebound, the markets are poised for the Fed’s big rate hike, inflation and pump pressures are on, and crypto is crumbling. Founder and chairman of Equity Group Investments Sam Zell shares his unfiltered perspective on the Fed, energy prices, and DC policy, ... Show More
33m 14s
Mar 2023
Stocks Manage Gains, But Banks Drop Again, and TikTok’s CEO Takes on Capitol Hill 3/23/23
<p>Major indexes all closed well off their highs of the day, even as the rates market seemed to come to terms with the end of the Fed’s rate hike cycle. But which market has the real read on the outlook? Plus TikTok’s CEO making his appeal to not have the app banned in the U.S. W ... Show More
43m 59s
Sep 2021
Stocks Look To Bounce Back From A Rough Week, Supply Chain Worries, Taxes and the $3.5T Plan, KC Southern Declares a "Superior" Bid, Epic Games vs. Apple, Disney's Film Release Strategy and Goldman's Tech "Buy" and "Sell" Calls.
With the Dow and S&P 500 each looking to snap a five-session losing streak, Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at what's next for the markets. Supply chain and inflation issues in the spotlight after 3M said " the rising price of raw materia ... Show More
43m 30s
Sep 2022
Stocks Try To Rally, Europe’s Energy Crisis, Ukrainian President Zelenskyy Rings the Opening Bell, 9/6/22
Carl Quintanilla, Mike Santoli and David Faber began the hour by breaking down the markets coming off their third-straight week of losses, and the Nasdaq hoping to avoid its 7th negative session in a row. Goldman’s chief economist Jan Hatzius posted a note saying he believes the ... Show More
43m 10s
Nov 2022
11-18-2022 – Reality Showdown: Stock Market Rally Vs. Recession Dangers
Though surging stocks suggest markets are reaffirming hopes of a soft landing from the FED, some high-profile strategists disagree. Today's Stocks & Topics: Home Sales Report, Musk and Twitter, Oil Prices, VZ - Verizon Communications Inc., XLI - Industrial Select Sector SPDR ETF, ... Show More
46m 2s