The Treasure Hunt Economy
Are little luxuries are still scoring with consumers? (00:21) Sanmeet Deo and Deidre Woollard discuss: - How smartphone and EV demand are impacting Taiwan Semiconductor. - Japan’s place in the tech r...
18 Apr 202426min
Reminder: The Chip Biz is Cyclical
The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks. (00:21) Tim Beyers and Dylan Lew...
17 Apr 202426min
Big Banks and Big Screens
Dealmaking is back, and the banks are loving it. (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Bank of America’s $1.5 billion in net charge-offs can be forgiven by investors. - A long comeback ...
16 Apr 202430min
The Treat Yourself Economy Rolls On
Retail numbers tell the story of a strong consumer. (00:21) Bill Barker and Deidre Woollard discuss: - Retail sales numbers and what people are and aren’t buying. - What drives good numbers for Goldm...
15 Apr 202424min
Braze Blazes Ahead
You know the saying: keep your friends close, keep your … customers … closer. Bill Magnuson is the Chairman, CEO, and co-founder of Braze, a customer engagement platform that works with some of Busi...
14 Apr 202435min
SBF Goes to Jail
Sam Bankman-Fried is heading to prison for 25 years. Bitcoin is nearing an all-time high. What even is crypto anymore? Zeke Faux is the author of “Number Go Up: Inside Crypto’s Wild Rise and Staggerin...
13 Apr 202430min
Everything at Highs: Tech, Rates, Gold and Cocoa
Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors? (00:21) Emily Flippen and Matt Argersinger discuss: - The latest inflat...
12 Apr 202440min
Ok, Cloud
Google is the latest tech company to host a conference full of AI pronouncements. (00:21) Asit Sharma and Deidre Woollard discuss: - Why the market is smiling on Alphabet lately. - How Google’s annou...
9 Apr 202428min
