Why the Fed’s Balance Sheet Matters as Much as Its Interest-Rate Decision
In this week’s episode of WSJ’s Take On the Week, co-host Telis Demos is joined by WSJ markets reporter Hannah Erin Lang to discuss the return of investor optimism as the S&P 500 approaches all-time h...
7 Dec 202526min
Is It Time to Diversify Away From U.S. Stocks Into Global Markets?
In this week's episode of WSJ’s Take On the Week, co-host Telis Demos and guest host Hannah Erin Lang discuss the volatility of the AI trade and how Nvidia's earnings report at least somewhat helped r...
23 Nov 202527min
How Trillions in New AI Debt Will Test the Bond Market
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss the lingering economic impact of the U.S. government shutdown and why a lack of crucial inflation and ...
16 Nov 202525min
Amazon and Netflix Are Winning: Can Old-School Media Compete?
In this week's episode of WSJ’s Take On the Week, co-host Telis Demos and guest host Miriam Gottfried discuss the Supreme Court case challenging President Trump's reciprocal tariffs and how that’s pla...
9 Nov 202530min
How One Investor Is Profiting From Consumers’ Love of Travel
In this week's episode of WSJ’s Take On the Week, guest host Miriam Gottfried speaks with Eric Resnick, CEO of private equity investment manager KSL Capital Partners, about the resilience of the trave...
2 Nov 202521min
Why This Analyst Says Robinhood Is More Than a Meme Stock
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss market speculation, from the recent sputtering in the gold rally to what to expect from this week's Fe...
26 Okt 202522min
Why This Legendary Investor Says We're in a Stock Market Bubble
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dig into the latest big bank earnings and what they signal about the health of the U.S. consumer. Next, they e...
19 Okt 202525min
If Trouble Is Brewing for Banks, Here's Where to Spot It
In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos is joined by Miriam Gottfried to tackle gold’s continued rally. They discuss the debate over whether its surge is a bet against t...
12 Okt 202526min
