Not so fast?, Musk’s next move, and a new hot spot? 4/11/22

Not so fast?, Musk’s next move, and a new hot...

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Middle East Escalation, Micron's Big Beat, and the Private Credit Exodus 3/19/26

Oil prices spike after Iran strikes key energy infrastructure in Qatar, but is the end of the war on the horizon? Micron shares slide despite blowout earnings, but BofA is still bullish. Plus, why private equity's pain could be commercial real estate's gain. Hosted by Simplecast, ...  Show more

The Fed's Next Move, The Iran Timeline, and Food Inflation? 3/18/26

As fuel costs spike and inflation proves sticky, our panel dissects the delicate balance Jay Powell has to strike in today's Fed decision. Brookings' Michael O'Hanlon on why the killing of more Iranian leadership could backfire. Plus, are higher food prices on the way? Hosted by ...  Show more

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Tesla: will Elon Musk signal strength for China deliveries?
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As Tesla gets set to report second quarter earnings, Dan Ives, head of tech research at Wedbush, tells IGTV that the analyst community will be hoping to hear from CEO Elon Musk about the future of its deliveries in China. Ives is bullish on Tesla amid the ‘gr ...

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Beijing Cracks Down; Kyle Bass: “No defense for investing in China;” Tesla’s Drive
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Beijing’s sweeping regulatory crackdown on technology, education, food delivery and property sectors has sent shockwaves across global markets, driving Chinese markets down. Kyle Bass of Hayman Capital Management says it's 'unconscionable' for global fund managers to invest in Ch ...  Show more

Dow’s Worst Day Since September and Big Short Investor Says Stay Away From Tesla 12/15/22
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Stocks added to yesterday’s losses in a big way on Thursday, as investors continued to digest the impact of the Fed’s last meeting and what it will mean for the economy in the new year. We dig in on the markets and find out where we’re heading from here. Plus Danny Moses, of Big ...  Show more

Strong US jobs data hammers the recession 'optimism'
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Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ...  Show more