Episodes

  • Making sense of a murky jobs picture…Affirm shares jump on strong earnings…The end of carried interest tax breaks? 02/07/25
    Feb 7 2025

    A murky jobs picture and a drop in consumer confidence has the markets on edge. What could it mean for the future of Fed rate cuts? We’ll discuss. Plus, the CEO of Affirm on the company’s big earning beat and consumer credit demand. And, the President considering removing the carried interest tax break. What will it mean for Wall Street? We’ll discuss.

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    43 mins
  • Does the earnings cycle justify the move higher?...Ralph Lauren CEO talks consumer demand…and the rising pay of NFL players.
    Feb 6 2025

    As we close out the busiest week of earnings, do the numbers justify the continued rally? We’ll discuss. Plus, Ralph Lauren stock hits an all-time high as earnings beat. The CEO walks us through the quarter and talks tariffs. And, NFL salaries continue to rise, we’ll speak to one money manager who helps players manage their money amid the changing landscape.

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    32 mins
  • Is Alphabet spending too much?…The President’s social security nominee talks plans for the department…Are experiences the future of real estate? 02/05/25
    Feb 5 2025

    Alphabet shares tumble as the company disappoints the street. What’s next for the internet giant and the rest of the big tech stocks? Plus, Fiserv CEO joins us to talk about the company’s earnings and his plans as the President’s social security nominee. And, one of the largest global real estate investment firm discusses why experiences are the future of real estate development.

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    43 mins
  • Navigating the market tariff volatility…The setup for Alphabet’s earnings… Why dark clouds are circling Europe. 02/04/25
    Feb 4 2025

    As the market continues to digest the back and forth on tariffs, where’s the best place to put money to work? Janus Henderson makes the case for small and mid cap stocks. Plus, a new investigation by China and increasing competition on AI – we’ll get you set up for Alphabet’s earnings. And, Greg Ip discuss the darkening clouds around Europe.

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    42 mins
  • Boston Fed President, Susan Collins, on the Fed and tariffs…What’s Next for Emerging Markets… Can the homebuilding sector handle tariffs? 2/3/25
    Feb 3 2025

    As the President announces new tariffs, Boston Fed President Susan Collins breaks down what it means for the Fed’s next move on rates with the potential for higher inflation. Plus, what’s next for emerging markets as tariffs take place? Is there any place that’s safe to play? And, lumber and homebuilder materials could rise significantly if tariffs stay in place… can the homebuilders handle the costs and what does it mean for the spring selling season?

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    46 mins
  • Tech Earnings Fuel a Nasdaq weekly bounce back… Palantir CEO, Alex Karp, talks defense spending and the AI race…HPE CEO responds to the DOJ lawsuit blocking its latest deal. 1/31/25
    Jan 31 2025

    Despite the big weekly volatility, the Nasdaq is closing out with gains. Can next week’s tech earnings keep the rally going? Plus, Palantir CEO Alex Karp shares his views on the new administration, AI developments, the future of the company and much more in an extended interview. And, the DOJ sues to block HPE’s acquisition of Juniper. The CEO joins us in a first on CNBC interview to defend the deal.

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    42 mins
  • Money Movers 1/30/25
    Jan 30 2025

    “Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving

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    57 mins
  • A “watershed” moment for software stocks…Time to buy small caps?...Pharma drug pricing in focus. 1/29/25
    Jan 29 2025

    As the AI race heats up, could it be a “watershed” moment for the software stocks? We debate and give you some names to buy. Plus, why the new administration could be bullish for small caps. And, Teva’s CEO discusses the company’s outlook, transition and the future of drug pricing negotiations.

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    42 mins