Consumers Under Pressure… And Bitcoin’s Next ...

Stocks closing out the week with a gain, as markets hold up despite the surge in yields. How the historic move in bond market are impacting equities, and the stocks and sectors showing strength in the face of rising rates. Plus, Microsoft looks to beef up Copilot to catch-up to t ...  Show more

Meta shares continuing to climb, now up 25% since launching Muse, and with the latest hardware unveiling at its ‘Connect’ conference, the optimism seems to grow and grow. Where it places the social giant in the AI race, and how they can get ahead of the competition. Plus, the lat ...  Show more

The average consumer is hungry — to go out, that is. Sales at restaurants and bars are up nearly 25% since last January, but that spending surge coincides with dimming consumer confidence. What can all that going out tell us about the economy more broadly? Also on the show: bans ...  Show more

Frank Holland and the Investment Committee discuss key items affecting the market, from a hotter than expected inflation report to a new earnings seasons about to kick off. Plus, Mega Cap Momentum concerns are top of mind as tech valuations are called into question, the desk d ...

Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November ...  Show more