WSJ's Take On the Week9 Okt 2025

Trump Is Meddling With the Fed. Why Don’t Markets Care?

In both economics and politics, there is a widespread view that central banks should be free of political pressure, with cautionary tales around the world of what happens when politicians meddle: out of control inflation, spiraling debt crises and economic collapse.

And with the U.S. Federal Reserve's independence now under attack by President Trump, WSJ chief economics correspondent Nick Timiraos joins business and finance editor Alex Frangos, markets reporter Chelsey Dulaney and senior markets columnist James Mackintosh for our roundtable podcast exploring the impact on today’s investors, markets and the economy.

Plus, Nick details the fallout from President Trump’s attempt to remove Fed Governor Lisa Cook and unpacks the historical context of what has shaped our idea of Fed independence, including the Great Depression, World War II and the high inflation of the 1970s.

And they discuss how politics can impact the Fed’s goal of regulating the economy and keeping inflation under control.

Episoder(129)

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

How This $150B+ Wall Street Strategy Could Lower Your Taxes

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos are joined by Brent Sullivan, founder of Tax Alpha Insider, to dive into a hot, over $150 billion investing ...

19 Jul 34min

Are Corporate Earnings in a Bubble? This Quarter Is a Test

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos preview earnings from Taiwan’s flagship chip maker, TSMC. They also break down why this coming week’s earnin...

12 Jul 37min

Can Hot Consumer Companies Like Oura and Whoop Make Good IPOs?

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos dig into this past week’s tech selloff and how the market’s volatility reflected serious questions about spe...

28 Jun 39min

How Big Tech’s Financials Obscure the True Cost of the AI Buildout

In this week's episode of WSJ’s Take On the Week, host Telis Demos and Heard on the Street columnist Jonathan Weil sit down with Kevin Koharki, principal at CAE Consulting and professor at Purdue Univ...

21 Jun 28min

The Hidden Risks of Buying Into Mega-IPOs Like SpaceX

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos break down the historic launch of SpaceX, the biggest initial public offering ever, which priced at $135 a s...

14 Jun 33min