A Fed-Fueled Rally, FedEx, & the Fourteenth Amendment 12/20/23
The market rally surges on, after the Federal Reserve announced its pivot. Former Fed Governor Kevin Warsh discusses the rally and the Fed’s next move. FedEx shares tumbled after disappointing Wall St...
20 Dec 202344min
Shipping Risks in the Red Sea & Racing to Win AI 12/19/23
The Houthis, a Yemeni rebel group backed by Iran, have amped up attacks on ships traveling through the Suez Canal since the beginning of the Israel-Hamas War. Director of Harvard’s Belfer Center Megha...
19 Dec 202327min
Taking Off: Holiday Travel & Beauty Gifting 12/18/23
As holiday travel ramps up, Southwest Airlines is landed with a $140 million fine for last holiday season’s travel meltdown. U.S. Transportation Secretary Pete Buttigieg emphasizes airline obligations...
18 Dec 202336min
Senate Still in Session & Lidia Bastianich Still Cooking for America 12/15/23
The Senate will wait another week to go on holiday recess, after Senate Majority Leader Chuck Schumer delayed the break until lawmakers reach a deal on immigration and foreign aid. Senator Markwayne M...
15 Dec 202334min
AI in the Newsroom & Jay Powell: “So Far, So Good” 12/14/23
Federal Reserve Chair Jay Powell surprised Wall Street with his announcement of a more dovish approach to inflation, moving forward. Powell signaled a 2024 of rate cuts from the central bank. OpenAI s...
14 Dec 202331min
Pharma Bets & College Controversies with Ken Langone 12/13/23
Billionaire investor, Home Depot co-founder, and NYU Langone Health board chair Ken Langone discusses his latest market buys, his calls for pharma stocks, and his apprehension about investing in China...
13 Dec 202334min
Boomer Buying Habits, Google’s Big Antitrust Loss, & Small Caps in 2024 12/12/23
In a recent op-ed, Ariel Investments Co-CEOs Mellody Hobson and John Rogers predict investors’ best bets for 2024. Hobson and Rogers explain why, after a big year for tech’s ‘magnificent seven,’ it ma...
12 Dec 202330min
Oxy’s Big Deal & Scott Gottlieb on Game-changing Gene Editing 12/11/23
Occidental Petroleum will buy CrownRock for $12 billion, deepening its foothold in the Permian basin. Energy expert and author of “The New Map: Energy, Climate and the Clash of Nations” Daniel Yergin ...
11 Dec 202329min
