NY Fed Inflation Expectations, Market Bounces Off Lows as Oil Spikes, Jet Fuel Impact on Travel 3/9/26
Breaking this hour: the New York Fed releases its survey of consumer inflation expectations for the month of February. Then Goldman’s co-head of global commodities breaks down the outlook for oil pric...
9 Mar 42min
Fed Governor Stephen Miran, Energy Prices Surge, New Labor Market Study 3/6/26
Fed Governor Stephen Miran discusses his outlook for rate policy after a much weaker than expected jobs report. Plus, as energy prices surge, he addresses whether he’s worried there could be a signifi...
6 Mar 46min
Oaktree’s Howard Marks, Broadcom’s AI Runway, Okta CEO on Earnings 3/5/26
Oaktree’s Howard Marks lays out how he’s thinking about the AI trade and software, detailing how his personal experience with Claude changed his mind. Plus, why he says the worries in private credit a...
6 Mar 43min
Global Stocks React to War in Iran, New Anthropic Revenue Numbers, Microsoft Destroying its Own Moat? 3/4/26
Investors react to continued escalation around the globe with Asian stocks plummeting. Deutsche Bank lays out its playbook for navigating the volatility. Then, new CNBC reporting details Anthropic’s g...
4 Mar 42min
Market Reaction to Iran Escalation, A16Z’s Ben Horowitz, MongoDB CEO on Earnings 3/3/26
Stocks drop sharply on continued fighting in the Middle East. Two of Wall Street’s top strategists lay out how to think about positioning with so much geopolitical uncertainty. Then, Andreessen Horowi...
3 Mar 36min
Trump Addresses Iran Attacks, Former Iran Nuclear Deal Negotiator, Anthropic Blacklisted by Pentagon 3/2/26
The President addresses the latest on the war with Iran, reiterating the assertion that Iran cannot obtain a nuclear weapon. Then, lead U.S. negotiator for the 2015 Iran nuclear deal. On what comes ne...
2 Mar 46min
Money Movers 2/27/26
“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...
27 Feb 42min
Street Reacts to Nvidia, Software Earnings, State Farm Dividend to Customers, The Case for Small Caps 2/26/26
Street reaction to Nvidia and software results. Nvidia dragging down the major indices as shares move lower after earnings. Plus, State Farm returning cash to customers. A breakdown of those details. ...
26 Feb 40min
