Hiking Rates, Calling Big Oil, & Hedging Portfolios 6/15/22

Hiking Rates, Calling Big Oil, & Hedging Port...

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Debating a California Wealth Tax & Adding AI to Therapy 8/21/26

Proposition 40, a proposed wealth tax in California, has sparked heated debate among investors, tech founders, and billionaires. Venture capitalist Ben Narasin argues that the tax and the solutions put forward by politicians including Rep. Ro Khanna (D-CA) would harm the business ...  Show more

U.S. Debt, Data Centers in the Midterms, & Coinbase CEO 8/20/26

The morning after crypto and tech leaders met President Trump at the White House, attendee and Coinbase CEO Brian Armstrong discusses the Clarity Act vote in September. Armstrong is optimistic that crypto will begin a new bull run in the fall. AI data center construction has beco ...  Show more

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Stocks Try To Rally, Europe’s Energy Crisis, Ukrainian President Zelenskyy Rings the Opening Bell, 9/6/22
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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

SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25
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Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia co ...

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Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and pos ...  Show more

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.
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