Twitter’s Trend, Rating the Rate Hikes, & A Busted Balloon 02/06/23
A suspected Chinese spy balloon was shot down by the U.S. military over the weekend, as tension between both countries escalates. Member of the Council on Foreign Relations Michelle Caruso-Cabrera and...
6 Helmi 202333min
A Payroll Pop, Starbucks Sales, & Big Oil Buybacks 2/3/23
In a surprisingly strong report, the Labor Department revealed the U.S. economy added 517,000 jobs in January 2023, and an unemployment rate drop to 3.4%, the lowest level since 1969. CNBC’s Rick Sant...
3 Helmi 202329min
Ray Dalio: Believing the Fed, the Brink of War, & Cash! No Longer Trash 2/2/23
The Federal Reserve has raised interest rates 25 basis points in its eighth hike since March 2022. Bridgewater founder and billionaire hedge funder Ray Dalio digests the Fed decision, the relative att...
2 Helmi 202338min
Cathie Wood’s Best Month Ever: 2023 Bets on Tech, Crypto, & AI 2/1/23
Ark Invest CEO and CIO Cathie Wood shares her big investing ideas for 2023 after her flagship fund reported its best month ever. Ark Innovation ETF notched a near-28% bump in January, but for the last...
1 Helmi 202328min
ExxonMobil’s Record Profit, EV Price Wars, & Thwarting the ‘Texas Two-Step’ 01/31/23
ExxonMobil reported a record breaking $55.7B profit for 2022. CEO Darren Woods discusses the results and global oil policy, and warns that gas prices will rise again, while demand and supply are light...
31 Tammi 202331min
Market Macro, An Auto Alliance Reset, & Asia’s Tech Moves 01/30/23
Ahead of this week’s Fed meeting, jobs data, and tech earnings results, head of US Equity and Quantitative Strategy at BofA Securities Savita Subramanian zooms out of the market minutia to paint the b...
30 Tammi 202329min
Tech’s Troubles: Intel, TikTok, Layoffs, & MSG Security 01/27/23
Universities and the U.S. government have heightened scrutiny on TikTok, exploring bans of the China-based app. Foreign affairs columnist for The New York Times Tom Friedman discusses the risks of Tik...
27 Tammi 202333min
Starwood Capital’s Barry Sternlicht: Buybacks, Job Cuts, Rate Hikes, & ‘Rich-cession’ 01/26/23
In an extended interview, Starwood Capital Chairman and CEO Barry Sternlicht offers his outlook on a recession timeline, the Fed’s rate raising playbook, and the U.S. labor market. A real estate and i...
26 Tammi 202333min
