A New Normal, From Wall Street to Y’all Street, and “Net” Bets 10/5/26

A New Normal, From Wall Street to Y’all Stree...

Up next

Oil Spike, The Technical Take, and Oppormunities 10/8/26

Oil prices higher, despite President Trump asserting the U.S. will not attack Iran again before the midterms. Technician Katie Stockton sees new highs ahead for Nvidia. Plus, the tax-free bonds to buy as Treasurys sit near multi-decade-highs. Hosted by Simplecast, an AdsWizz comp ...  Show more

Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26

The Vice Chairman of Ariel Investments says investors are being adequately paid to hold bonds for the first time in seven years. Can policymakers fix the frozen housing market? Plus, two AI-related names to buy outside the tech sector, as the Nasdaq retreats from record highs. Ho ...  Show more

Recommended Episodes

Wall Street Roundup: AI trade, market melt up
Wall Street Breakfast

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ...  Show more

Stocks See-Saw Post Powell, and Waging War on Wealth 2/7/23
CNBC's "Fast Money"

Major indexes closed near their highs of the day, after Fed chair Jerome Powell said he’s seeing signs of disinflation in the economy. But is this the green light the markets have been waiting for? Plus President Biden expected to take on corporate tax rates and share buybacks ...

  Show more

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

The S&P 500 fails to rebound, the markets are poised for the Fed’s big rate hike, inflation and pump pressures are on, and crypto is crumbling. Founder and chairman of Equity Group Investments Sam Zell shares his unfiltered perspective on the Fed, energy prices, and DC policy, ...

  Show more

Stocks Manage Gains, But Banks Drop Again, and TikTok’s CEO Takes on Capitol Hill 3/23/23
CNBC's "Fast Money"

Major indexes all closed well off their highs of the day, even as the rates market seemed to come to terms with the end of the Fed’s rate hike cycle. But which market has the real read on the outlook? Plus TikTok’s CEO making his appeal to not have the app banned in the U.S. W ...

  Show more