The Fed Keeps It Steady

What’s a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and there’s both enthusiasm and fear about this much spending, so we try to make sense of what’s going on. Travis Hoium, Lou Whiteman, and Jon Qua ...  عرض المزيد

Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of the market’s reaction to DeepSeek in 2025 – a Chinese startup that seemed like it could deliver the same AI capabilities with a frac ...  عرض المزيد

Follow Prof G Markets: Apple Podcasts Spotify  Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing January’s housing starts data, X’s latest funding round, and the growing wave of companies emulating MicroStrategy’s approach to bit ...  عرض المزيد

Wharton professors Nick Roussanov and Peter Conti-Brown join host Dan Loney to discuss the latest inflation data and what steps the Fed may take to keep it under control.<hr>

Hosted on Acast. See

Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We al ...  عرض المزيد

Austan Goolsbee, president of the Federal Reserve Bank of Chicago and a voter on the Fed’s interest rate-setting committee, speaks to the FT’s economics commentator Chris Giles about the outlook for the US economy amid a boom in AI investment, sluggish hiring, President Donald Tr ...  عرض المزيد