Episodes

  • Jobs Report Sinks Stocks, Venu Sports Shuttered, The Greenland Grab 1/10/25
    Jan 10 2025

    Stocks selling off on today’s jobs report, now erasing all their post-election gains, and one of our guests says don’t expect that to change until yields move lower. Plus, Disney, Fox and Warner Bros. are pulling the plug on their joint venture, Venu Sports. We’ll look at why and what it means for the media landscape. And NATO’s former Supreme Allied Commander Adm. James Stavridis joins us with a look at Greenland’s strategic importance and how the U.S. can expand its presence there.

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    44 mins
  • LA Wildfires & Quantum Computing 1/8/25
    Jan 8 2025

    Deadly wildfires continue to devastate Southern California. We speak with two people directly impacted. Plus, we’re decades away from useful quantum computers – or so says Nvidia CEO Jensen Huang. We talk to one CEO who says that timeline is dead-wrong.

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    49 mins
  • Meta’s Fact-Checking About-Face and Wall Street’s Call of the Day: Sell Apple 1/7/25
    Jan 7 2025

    Mark Zuckerberg is taking a page out of Elon Musk’s playbook by eliminating fact checkers in favor of community notes. We have the details and a look at the bigger battle that could be brewing. Plus, MoffettNathanson is downgrading Apple to Sell for the first time, and it’s got Wall Street second-guessing the stock. The analyst behind that call joins us to make his case.

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    47 mins
  • Tariff Talk, Disney Strikes Deal, 2025: Year of Airline Underdogs 01/06/25
    Jan 6 2025

    Pres.-elect Trump denies he’s considering paring back tariffs, so what would a full rollout mean for stocks, bonds, and currencies? We’ll debate. Plus, Disney striking the first big media deal of the year with Fubo. We’ll break down the details and what it means for the broader media landscape. And one analyst calls 2025 the year of the underdog airlines, and she’s upgrading American as a result. She’ll join us to make her case.

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    44 mins
  • First Vote for House Speaker, Bullish on the U.S., Market’s 3 Body Problem 1/3/25
    Jan 3 2025

    Rep.-elect Mike Johnson is fighting to retain the gavel as House Speaker, and we’ll game out the potential impact of a protracted battle for speakership. Plus, our market guest is staying bullish on the U.S. despite the drama in D.C., and joins us with the themes driving stocks in the new year. But our technician isn’t feeling so optimistic, and brings three charts that make him worry about near-term risk.

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    47 mins
  • 4 Rate Cuts in ’25?, Tesla Deliveries Drop, Nat Gas Picks & Shovels 1/2/25
    Jan 2 2025

    2025’s first big data point is a strong one, but our market guest still sees the Fed cutting rates for times this year. Plus, Tesla getting hit after its first-ever annual drop in deliveries, but our analyst is watching the trends in autonomous driving instead. And we’ll speak with the CEO of a company involved in every aspect of LNG, ahead of a predicted natural gas boom

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    44 mins
  • AI’s Time to Grow Up?, Premium Trades for 2025, New Year’s Eve at the NYSE 12/31/24
    Dec 31 2024

    AI was the big story of the year, but now it needs to grow up, according to our market guest. Plus, insurance stocks soared in 2024, but so have property insurance premiums. We’ll tell you how to mitigate risk, potentially lower your payments, and position your portfolio for big gains in 2025. And we’re live at the NYSE for the annual singing of “Wait ‘Till The Sun Shines Nellie,” led by the late Art Cashin’s family.

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    43 mins
  • Citi’s 2025 Themes & Trades, Homeflipping Flop, Jimmy Carter’s Legacy 12/30/24
    Dec 30 2024

    Despite stocks sinking into year-end, Citi is staying optimistic for 2025 and their US equity strategist joins us with the names he expects to outperform over the next 12 months. Plus, homeflipping profits are plunging as rates go higher. And we look back at the life, legacy, and economic record of former President Jimmy Carter.

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    44 mins