A Breakthrough Cancer Vaccine Fueled a Biotech Rally. Can It Last?

Despite a rough past week for the healthcare sector, pharmaceuticals and biotech stocks have outperformed the S&P 500 this year. Investors have gotten excited over cancer treatment breakthroughs for Moderna, Merck and Revolution Medicines—plus regulatory shakeups at the FDA. But is market hype running ahead of reality? Can the rally last?

On this week’s episode, co-hosts Telis Demos and Miriam Gottfried are joined by WSJ’s Heard on the Street columnist David Wainer to discuss how AI and competition from China are shifting the market, where pharma M&A is headed next, and how everyday investors should navigate the sector.

This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com.

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com

Episoder(134)

Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?

In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried break down the conversation around AI safety and development, and how markets have reacted. Plus, OpenAI is ...

20 Sep 35min

How AI Speculation Is Fueling the Small-Cap Stock Rally

On this week’s episode of WSJ’s Take On the Week, host Miriam Gottfried and guest host Aaron Back, editor of WSJ’s Heard on the Street, preview the upcoming employment and inflation releases in advanc...

30 Aug 29min

What Fed Chair Kevin Warsh’s Jackson Hole Debut Means for Nervous Markets

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos preview the upcoming Jackson Hole Economic Policy Symposium—one of the longest-standing central banking conf...

23 Aug 32min

How to Make Inflation Work for Your Portfolio

In this week's episode of WSJ’s Take On the Week, we dig into Treasury Inflation Protected Securities, or TIPS! Our co-hosts Miriam Gottfried and Telis Demos are joined by Jill Cetina, finance profess...

16 Aug 35min

How AI Spending Is Fueling the Economy Overall

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos dig into the shifting sentiment away from AI stocks and the pivot into consumer sectors. Are we heading into...

9 Aug 35min

Why Oil Prices Could Hit a Breaking Point by Year End

In this episode of WSJ’s Take On the Week, co-host Telis Demos is joined by guest co-host and Wall Street Journal reporter David Uberti to break down the Federal Reserve’s latest moves, and what oil’s...

2 Aug 34min

The Buried $150B Bet Inside the Top 20 U.S. Stocks

In this week's episode of WSJ’s Take On the Week, host Telis Demos and guest host Spencer Jakab, the Wall Street Journal’s investing columnist and writer of the Markets A.M. newsletter, are joined by ...

26 Jul 32min