Liquidity is important and private credit is real
Trinity Capital CEO Kyle Brown talks interest rates roller coaster and what that means for the financial sector (1:10). Liquidity is really important and private credit is real (4:25). Why there's bee...
26 Nov 20249min
Gold sinks
Dow outshined both the Nasdaq and benchmark S&P 500 (0:30). Gold sinks by most in 4 years (1:11). Crude oil falls sharply (1:50) Trump prepares broad energy plan (2:40).Episode transcripts: seekingalp...
26 Nov 20245min
Holiday-shortened week kicks off on positive note
Dow, S&P, and Nasdaq advance while yields slide to start holiday shortened week (0:25) J.P. Morgan's top biotech picks and analyst focus list (2:10). Will gold rally pause? (3:45)Episode transcripts: ...
25 Nov 20245min
Nvidia's big buildup, then a shrug
Nvidia earnings - big buildup, then a shrug (0:54). Is big pharma out of favor? (3:40) How long can Bitcoin's run can last? (4:30) Target's disappointing report (6:15). Earnings season takeaways (8:20...
22 Nov 202412min
DirecTV drops Dish deal over debt dispute
DirecTV scraps DISH acquisition on debt swap deadlock. (00:21) Reddit (RDDT) drops on report holder seeks to sell $1.2B stake. (01:19) Phillips 66 (PSX) hit with federal charges for illegal wastewater...
22 Nov 20245min
Cutting the line? American Airlines says, ‘not today’
American Airlines (AAL) rolls out software to call out gate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on alert as Australia introduces social media ban for ...
21 Nov 20246min
Comcast eyes NBCUniversal cable spinoff
Comcast (CMCSA) set to announce plan to spin off NBCUniversal cable TV networks. (00:25) Stellantis (STLA) delays launch of Ram electric pickup truck to ensure quality. (01:28) Delta Air Lines (DAL) a...
20 Nov 20247min
Bullish trends, financials and infrastructure, Bitcoin break out
Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are ...
19 Nov 202412min
