Searching for the Next Nvidia, Trump Treasury...

EQT Group Chairman Jean Eric Salata joins to discuss where he sees opportunity in the private market right now and how he's looking at the AI buildout. We also speak to TD Bank Vice Chair Jeff Solomon about his outlook for the economy. Plus, we break down Anthropic's plan to comm ...  Show more

Geopolitical tensions take center stage as new developments involving Iran, Russia, and unrest in France raise questions about the outlook for oil and global markets. Plus, is the worst over for tech? One analyst makes the case for buying a stock hit hard in last week's selloff. ...  Show more

Tariffs, AI, and Nvidia’s next report collide. On Trader Talk, Kenny Polcari and Lou Basenese break down Trump’s semiconductor tariffs and a reported China chip sales deal that would skim 15% for the US, what it means for Nvidia (NVDA) and AMD (AMD) margins, and why Big Tech’s AI ...  Show more

Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50). Episod ...  Show more

Stocks Plunge As Pres. Trump Says U.S. Firms Are "Hereby Ordered" To Look For Alternatives To China; Dow Plunges 600+ Points Amid Pres. Trump's Tweets, Jokes, Trade War; President Trump Threatens To Raise Tariffs On Chinese Goods To 30% Amid Escalating Trade War; Summit, Or Powde ...  Show more

On today's podcast: 1) Trump Picks Former Immigration Chief Homan as His ‘Border Czar’ 2) Stocks Push Higher While Bitcoin Tops $81,000 3) Fed’s Kashkari Says Stronger Economy Could Mean Fewer Rate Cuts See omnystudio.com/listener for privacy information.