China Confirms TikTok Agreement, Musk’s Tesla Stock Buy, The Fed’s Voter Uncertainty 9/15/25
New this hour: China’s trade negotiator says the countries have reached a framework trade agreement on TikTok. Then Tesla shares jump as Elon Musk reveals he purchased one billion dollars worth of sto...
15 Sep 202543min
RH’s Tariff Warning, Media Mergers, The Next Frontier for Weight Loss Drugs 9/12/25
RH just the latest company to warn about the impact of tariffs on its earnings. Its CEO adding this is probably the worst housing market in 50 years. Then what could a potential bid from Paramount Sky...
12 Sep 202542min
An “Assault” on Fed Independence, Senate to Vote on Miran’s Fed Nomination, OpenAI’s Power Play Against Nvidia 9/11/25
New this hour: The Senate says it will vote on Stephen Miran’s nomination to be Fed Governor on Monday. Then former Fed Vice Chair Alan Blinder joins the show to break down his new op-ed arguing “The ...
11 Sep 202542min
Klarna’s Largest Investor, Tapestry CEO, Larry Ellison Becomes World’s Richest Person 9/10/25
Sequia Partner and Klarna board member Andrew Reed joins the show ahead of the fintech company’s public debut at the NYSE. With a more than 20% stake, Sequioa is the largest shareholder. Then Tapestry...
10 Sep 202543min
AT&T CEO on iPhone Refresh Cycle, White House Responds to BLS Data Revision, Barclays CEO’s Economic Outlook 9/9/25
The CEO of AT&T says he doesn’t expect an iPhone super cycle following the release of the iPhone 17. Plus his thoughts on the company’s recent $23B deal with Echostar. Then the White House responds to...
9 Sep 202543min
Supreme Court Rules on FTC Firing, Tesla’s Falling U.S. Market Share, NFL Agent Drew Rosenhaus 9/8/25
Breaking this hour: The Supreme Court allows President Trump to remove democratic FTC member Rebecca Slaughter pending further review. Then new numbers detail Tesla’s falling market shares as a perce...
8 Sep 202542min
Elon Musk’s $1T Pay Package, Lululemon Shares Plummet, Oklo CEO 9/5/25
An unprecedent pay package for Tesla’s Elon Musk doesn’t come without some high performance benchmarks. How should shareholders be thinking about the potential compensation package? Plus, Lululemon sh...
5 Sep 202543min
HPE CEO on Earnings, Abercrombie Partners with the NFL, Tim Cook Arrives at the White House 9/4/25
The CEO of Hewlett Packard Enterprise joins the show after a beat and raise in the most recent quarter. He breaks down how AI demand is impacting the business. Then the CEO of Abercrombie, on the comp...
4 Sep 202544min
