Episodios

  • Markets Rattled By Tariff Latest… And If There’s More Downside Ahead 4/7/25
    Apr 7 2025

    The market sell-off rolls as the major indices whipsaw to start the week. How the latest tariff headlines are swinging stocks, and what an additional 50% tariff on China will mean in the trade war. We break down the threats, reactions, and strategy for navigating the volatility. Plus, Big Short investor Steve Eisman on why now’s not the time to be a hero in the market.

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    44 m
  • The Global Sell-Off Deepens… And The Impact On Rates 4/4/25
    Apr 4 2025

    Stocks plummeted to close out the week, as global markets reel from President Trump’s tariff plans. The sectors seeing the worst of the pain, and where you can find safety amid the turmoil. And it’s not just equities. The bond market dropping as a trade war ignites. Why our next guest isn’t seeing a lack of demand in treasurys, and how he sees the rate rout unfolding.

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    57 m
  • Tariffs Crush Global Markets… And Volatility Swings Ahead Of Tomorrow’s Jobs Report 4/3/25
    Apr 3 2025

    Stocks are tumbling as tariffs take their toll, but will this cause the markets to reset? We’ll break down the impact on retail, international reaction, and what investors can expect in the coming weeks. Plus what to expect out of tomorrow’s jobs report, as volatility spikes as Trump’s tariff plans ripple across the market.

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    49 m
  • How Markets Are Reacting to the Tariff Announcements, and Who Could Buy TikTok 4/2/25
    Apr 2 2025

    President Trump outlining his tariff plans at a Rose Garden event this afternoon. We discuss the impact on the economy, autos, pharma and housing. Plus Amazon and Applovin among the names reportedly putting together bids for social media app TikTok. The state of play as the divestiture deadline approaches.

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    47 m
  • Looking for Clarity on Tariffs and Can Gold Keep Shining Bright? 4/1/25
    Apr 1 2025

    We’re less than a day away from President Trump announcing plans for new and reciprocal tariffs. How the markets are bracing for the news. Plus gold hitting another record high during the session – can the momentum continue? And Coreweave gets a big endorsement from a tech investor, sending shares rocketing higher.

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    44 m
  • Markets on edge as tariff deadline looms & the future of vaccine development in the FDA 3/31/25
    Mar 31 2025

    The S&P and Dow eked out a gain on Monday but all indexes closed the quarter with significant losses. This as investors await the onset of President Trump’s tariffs and the announcement of reciprocal levies. Plus the FDA’s vaccine head abruptly resigned over the weekend. What that means for drug development in the U.S.

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    44 m
  • Stocks Sink as Inflation Fears Rise, and Counting Down to “Liberation Day” 3/28/25
    Mar 28 2025

    The Nasdaq sank nearly 3 percent as long-term inflation expectations hit their highest level in 32 years. Will the volatility continue as we get ready to kick off the second quarter? Plus we’re days away from what President Trump has called “Liberation Day”. But what kind of tariffs should we expect and what will they mean for consumers?

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    44 m
  • The Ripple Effects From Auto Tariffs… And The Next Move In Energy 3/27/25
    Mar 27 2025

    Auto stocks in the red as President Trump announces 25% tax on vehicles made outside the U.S. And it may not be the only sector facing tariff trouble. The other areas of the market at risk, and the impact it could have on the broader market. Plus The next move in energy, as the group leads the S&P 500 this year. Where one top oil analyst sees the space heading, and where he’s going long in the energy sector.

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    44 m