President Trump Takes Aim at China, Apple Falls Behind Mag 7 Rivals, The Bull Case for Netflix 5/30/25
The President takes to social media saying China “Totally violated its agreement” with the U.S. when it comes to a trade deal. We break down the impact for the market. Then Apple the only Mag 7 name i...
30 Touko 202542min
What’s Next for Trade Deals? Nvidia Sparks Global Chip Rally, Musk Feuds with OpenAI 5/29/25
After a court blocks the President’s sweeping tariffs, what’s the impact on future trade deals? We discuss. Then Nvidia results spark a move higher in the chips. How export restrictions and a global t...
29 Touko 202543min
The Future of Fannie Mae and Freddie Mac, Chip Restrictions & Nvidia Results, Retail Results and the Consumer 5/28/25
Bill Pulte, the FHFA Director and Chairman of Fannie Mae and Freddie Mac joins the show after the President says he’s exploring taking the companies public. Plus he responds to the drop in FICO stock ...
28 Touko 202542min
Consumer Confidence Better than Expected, Apple’s Shifting Production Strategy, Oklo CEO on Nuclear Deal 5/27/25
JPMorgan’s Chief U.S. Economist reacts to a hotter than expected consumer confidence number and lays out the case for why he’s pushing back his timeline for the resumption of Fed rate cuts. Then new d...
27 Touko 202542min
Trump’s Tariff Threats Sink Stocks, New Home Sales Jump, Tech’s Quarterly Cliff Hanger 5/23/25
The President’s social posts hit the broader market as he threatens a 50% tariff on the EU. Apple also in the spotlight as Trump calls out its production plans. Then new home sales jump nearly 11% mon...
23 Touko 202542min
Money Movers 5/22/25
“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 inclu...
22 Touko 202541min
Money Movers 5/21/25
“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 inclu...
21 Touko 202542min
Money Movers 5/20/25
“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 inclu...
20 Touko 202541min
