Tariff Exemptions, The Impact for Apple, Yields Retreat from Recent Highs 04/14/25

Tariff Exemptions, The Impact for Apple, Yields Retreat from Recent Highs 04/14/25

Investors try and make sense of what exemptions on some Chinese tech exports mean for stocks amid an intensifying trade war. Then the outlook for Apple. Shares of the iPhone maker jump as investors get some relief on possible price increases stemming from those tariffs. And finally after a historic rise in bond yields last week, what can investors expect from the treasury market? One strategist lays out the case for why the 10-year yield could be heading back towards 5%.


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IMF Chief on Iran War and Global Growth, Oaktree’s Howard Marks, Jamie Dimon and Anthropic CEO Speak 5/5/26

IMF Chief on Iran War and Global Growth, Oaktree’s Howard Marks, Jamie Dimon and Anthropic CEO Speak 5/5/26

IMF Managing Director Kristalina Georgieva weighs in on the Iran war and how its effecting global growth and inflation. Then Oaktree’s Howard Marks on the impact of the war on stocks and whether he se...

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Pershing Square’s Bill Ackman, CFTC Chairman, Brookfield CEO Bruce Flatt 5/4/26

Pershing Square’s Bill Ackman, CFTC Chairman, Brookfield CEO Bruce Flatt 5/4/26

A big lineup from the Milken Institute Global Conference in Los Angeles. Pershing Square CEO Bill Ackman following the mixed reception to the public debut of his company on the NYSE last week. Plus, t...

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Artemis II Astronauts Land at NYSE, Big Oil Reports, Apple’s Demand Picture 5/1/26

Artemis II Astronauts Land at NYSE, Big Oil Reports, Apple’s Demand Picture 5/1/26

The NASA astronauts from the Artemis II mission join the show from the floor of the New York Stock Exchange, discussing data centers in space, Elon Musk’s impact on the industry and much more. Then ea...

1 Maj 43min

Qualcomm & JLL CEOs on Earnings, Meta Shares Plunge, Gas Prices Hit New Highs 4/30/26

Qualcomm & JLL CEOs on Earnings, Meta Shares Plunge, Gas Prices Hit New Highs 4/30/26

The CEO of Qualcomm joins the show with the stock surging after results. The company saying it has a new mystery hyperscalers customer which it will reveal in the coming months. Plus, the CEO of comme...

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Memory Stocks Surge, Early xAI & SpaceX Investor Peter Diamandis, Teva Pharma CEO 4/29/26

Memory Stocks Surge, Early xAI & SpaceX Investor Peter Diamandis, Teva Pharma CEO 4/29/26

What does the surge in memory stocks signal about the broader AI trade? A look at those moves, ahead of four Mag 7 earnings reports tonight. Then early SpaceX and xAI investor Peter Diamandis on Elon ...

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Report on OpenAI Revenue Rattles AI Trade, Novartis and Shell CEOs 4/28/26

Report on OpenAI Revenue Rattles AI Trade, Novartis and Shell CEOs 4/28/26

A new report that says OpenAI has missed some key revenue and user targets hits the AI trade. A look at the sectors and stocks most impacted. Then the CEO of Novartis with a warning about the Trump Ad...

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Bridgewater Founder Ray Dalio, Setup for Tech Earnings, Calls for DHS Funding Grow 4/27/26

Bridgewater Founder Ray Dalio, Setup for Tech Earnings, Calls for DHS Funding Grow 4/27/26

Bridgewater Founder Ray Dalio joins the show, laying out why he says Fed Chair nominee Kevin Warsh shouldn’t cut rates, why wealth taxes could be a bubble popper and much more. Then a look ahead to a ...

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DOJ Drops Probe into Fed Chair Powell, OpenAI CFO Sarah Friar, CrowdStrike CEO on AI Cyber Threats 4/24/26

DOJ Drops Probe into Fed Chair Powell, OpenAI CFO Sarah Friar, CrowdStrike CEO on AI Cyber Threats 4/24/26

Former General Council for the Fed Board of Governors, Scott Alverez, reacts to the breaking news the DOJ is dropping its criminal probe into Fed Chair Jerome Powell, potentially paving the way for th...

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