Nvidia on Deck, Muddy Waters' New Long Position & Read on Retail 11/19/25

Nvidia on Deck, Muddy Waters' New Long Positi...

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Hesitation over Hassett, the Billionaire Tax Battle, and a Power Auction 1/16/26

President Donald Trump wants to keep National Economic Council Director Kevin Hassett in his current position, shaking up the race for the Federal Reserve chair. A new provision of the Billionaire Tax could penalize tech founders. Plus, the White House's push for tech giants to f ...  Show more

In Chips We Trust…Again, Crypto Regulation Roadblock, and Fed Independence & Inflation 1/15/26

Wells Fargo upgrades AI and memory chips. A key crypto bill loses industry support. Plus, why upending Fed independence could spur inflation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertisin ...  Show more

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Shutdown drags on, AI fuels record highs, Trump eyes farmer bailout
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Carl Quintanilla and Courtney Reagan broke down today’s market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting ...

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US Shutdown Begins As Stocks Drop & Gold Rallies On Funding Standoff
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Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Congress blew past a midnight funding deadline, triggering the US government’s first shutdown in nearly seven years — and the third under President Donald Trump. (2) US equity-index futu ...  Show more