Unemployment rises to its highest level since 1983. G20 leaders agree to toughen up and pay up. President Obama shows some tough love to US automakers. And rumors swirl that Google may be sweet on Twitter. So what does it mean for investors? We’ll analyze those topics, offer a few stock ideas, share a few beefs, and take a long, hard look at a what a “pig-in ... Show More
Oct 30
Is Wall Street Turning on AI?
Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mean for investors. Plus, five hypothetical ... Show More
40m 46s
Aug 2024
Anatomy of a rout
<p>On Monday, markets around the world agreed to go into a tailspin. Today on the show, Rob Armstrong and guest Nick Megaw try to figure out what drove it all. They cover unemployment, manufacturing, the Japanese carry trade, the Magnificent Seven, and the foolishness of the reta ... Show More
20m 7s
<p>– Unemployment falls, hard...</p> <p>– ... but inflation doesn't budge</p> <p>– Armaguard on the brink and the future of cash</p> <p>– What mergers and demergers can tell us (and what they can't)</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> f ... Show More
