Podcasts about fdx

S&P Futures are displaying some weakness this morning. The recent leg higher is due to the reduction in tariffs between the U.S. & China and this morning markets are seeing some profit taking. The CPI report for April is due out this morning before the opening bell. The latest draft of the budget bill is calling for $715b cuts in Medicaid and the Affordable Care Act over 10 years. President Trump is in the Middle East today on a deal making trip. He is expected to announce dozens of business agreement ranging from weapon sales to deals on AI, energy and space. China removed its ban on Boeing airplane deliveries. COIN is being added to the S&P 500 and AMZN announced a delivery deal with FDX. Few important earnings announcements schedule for today. JD release a beat, yet the stock is trading lower. Cisco and CoreWeave are schedule to report on Wednesday.

En este episodio analizamos los movimientos clave tras la apertura de Wall Street: • Wall Street toma ganancias tras el rally: Futuros en rojo: $SPX -0.2%, $US100 -0.3%, $INDU -0.4%. El mercado modera su impulso tras la euforia del lunes por la tregua arancelaria. Los inversionistas se enfocan en el IPC de abril, con expectativas de inflación estable cerca de 2.4% anual. La Fed tendría espacio para recortar tasas si los precios siguen contenidos. • Amazon reconfigura su logística: $AMZN firmó acuerdo con $FDX para asumir entregas dejadas por $UPS. FedEx ofrecerá soporte a la red de paquetes XL desde 2025. UPS recortará 20,000 empleos, cerrará 73 centros y busca ahorrar $3.5B. FedEx subió 1% en after-hours. • Trump prepara megaacuerdos militares en Medio Oriente: EE.UU. aprobó venta de armas por $1.45B a EAU. El paquete incluye helicópteros de $BA y equipos de $LMT y $HON. Trump viajará a Arabia Saudita, Qatar y EAU para cerrar acuerdos por hasta $1T e inversiones en EE.UU. por $2B. Un episodio con el foco en logística, defensa y señales clave para inflación y tasas. ¡No te lo pierdas!

UPS Inc. (UPS) investors hope the company ships out a win in tomorrow's earnings. Caroline Woods says there's more than 20% upside for its stock, according to analysts. That said, FedEx's (FDX) earnings showed numerous headwinds UPS will have to navigate as well. Joel Hawthorne takes Caroline's notes in mind when creating his example options trade for UPS.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

En este episodio, repasamos los temas más importantes del día: • Wall Street retrocede tras el rebote: Los futuros bajan con $SPX -0.6%, $US100 -0.8%, $INDU -0.6% mientras se enfría el rally por la posible desescalada comercial. El Tesoro a 10Y en 4.35%. Trump moderó su tono, pero el Tesoro advierte que un acuerdo con China podría tardar 2-3 años. Hoy reportan $GOOG, $INTC, $AAL y $CMCSA. • Tesla avanza con robotaxis: $TSLA inicia pruebas de su servicio de robotaxis con empleados en Austin y el Área de la Bahía. Lanzamiento oficial previsto para verano 2025. Buscará competir con $GOOGL (Waymo), $AMZN (Zoox) y otros jugadores en el espacio autónomo. • Aurora marca hito con camión autónomo: $AUR lanza su primer camión sin conductor en ruta de Dallas a Houston. Planea tener decenas operando en 2025. Ya tiene acuerdos con $FDX y $UBER. Los analistas piden cautela mientras la acción ronda los $6. • IBM cae por dudas en consultoría: Aunque $IBM superó expectativas en ingresos y mantiene guía optimista, la caída en Consultoría (-2%) y las dudas sobre DOGE generan presión. Ingresos de Software +7% y Red Hat con crecimiento de doble dígito, pero el modelo de crecimiento anual sigue bajo revisión. Un episodio para entender cómo la autonomía, la política comercial y las estrategias corporativas están moviendo los mercados.

In this episode of The Canadian Investor Podcast, we delve into the significant market fluctuations experienced since the beginning of the year, with a particular focus on the transportation and logistics sectors. Despite the prevailing macroeconomic uncertainties, these industries have faced notable drawdowns, potentially unveiling investment opportunities. We discuss 13 prominent companies within these sectors, examining their recent performance and assessing whether the current market sentiment presents a compelling case for investors to explore. Tickets of stocks/ETFs discussed: CP.TO, CNR.TO, UNP, TFII.TO, R, ODFL, FDX, UPS, CJT.TO, XPO, GXO, 1919, MaerskB Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Likefolio's Landon Swan talks sentiment data on UPS (UPS). He discusses FedEx's (FDX) recent report and the tough economic conditions. He “likes where they're headed” as they try to improve margins, and thinks a lot of the bad news is “already priced in.”======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode of the Canadian Investor Podcast, Dan and Simon start by discussing Lightspeed’s puzzling revenue guidance downgrade ahead of its capital markets day and why it raises more questions than answers. They also cover Tesla’s steep sales decline in Europe and the mounting brand backlash surrounding Elon Musk. Couche-Tard’s latest results are in—with mixed signals across geographies—and Nike shares tumble after ugly guidance and worsening fundamentals. Finally, FedEx continues to make progress on cost-cutting, but persistent economic weakness has forced yet another revenue downgrade. Tickets of stocks/ETFs discussed: TSLA, ATD.TO, LSPD.TO, FDX, NKE Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode of the Trading Justice podcast, Matt and Mark Justice break down a pivotal Fed meeting where Jerome Powell finally ditched the word "transitory"—but the new economic projections raise bigger concerns, with stagflation now lurking in the backdrop. They rank the top 10 bearish arguments in today's market, separating the short-term noise from structural concerns. Plus, they dive deep into technical ranges, debating whether bulls or bears are currently holding the upper hand. Key moves in gold, bitcoin, and oil Rising tariff tensions Would you rather own the U.S. or China over the next decade? Top 5 Stocks: NVDA TSLA MU FDX NKE Whether you're trading short-term swings or planning for the long haul, this episode is packed with insight, analysis, and a few laughs along the way.

Two of the most influential voices in the market had something to say this week. (00:21) Asit Sharma and Jason Moser discuss: - Fed Chair Powell's rate outlook, and what Jensen Huant sees coming down the pike for Nvidia chips and quantum computing. - What Tesla investors need to know about the headlines around recent accounting concerns. - Earnings updates and red market reactions for FedEx, Nike, and Accenture. (19:11) Joe Cutillo, CEO of Sterling Infrastructure, talks Motley Fool CEO Tom Gardner through his company's work on infrastructure projects, how the tariff picture figures into their outlook, and how to invest like a CEO. (30:57) Jason and Asit talk about lessons from their favorite college basketball teams and the stocks on their radar this week: BYD and Williams Sonoma. Stocks discussed: NVDA, TSLA, FDX, NKE, ACN, STRL, BYDDY, WSM Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Joe Cutillo, Tom Gardner Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

S&P Futures are weakening this morning as the markets is now focused on the pending Trump Tariff announcement which is scheduled for April 2nd. Travel stocks are moving lower this morning as London's Heathrow airport has been closed due to a fire at a nearby electrical substation. President Trump & Defense Secretary are scheduled to speak at 11:00 am this morning. On Sunday, the China Development Forum begins, CEO's from QCOM, FDX, MA, AVGO, PFE are expected to attend. FDX, NKE & LEN are lower after earnings announcements. Macro uncertainties in the world is likely to be a key theme when earnings season kicks off next month.

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S&P Futures just moved from flat to lower. The Fed left rates unchanged. They continue to project two rate cuts this year but warned of an uptick in inflation & unemployed for this year. President Trump is expected to sign an Executive Order today aimed at closing the Dept of Education. Chevron lobbied the president for a two-month extension to his order to shut down its operations in Venezuela. Western European nations are holding discussions to provide Ukraine with a peace keeping force. Jobless Claims are due out before the opening bell, expectations are for a reading of 225k. After the open, Existing Home Sales are due out, a reading of 3.95m is expected. Earnings are in focus today with NKE, FDX, MU & LEN set to report after the bell today.

FedEx (FDX) shares have been under pressure in the new year, recently hitting 52-week lows. Rick Ducat highlights key technical patterns on the FDX chart, then Tom White provides an example options trade. Tom showcases a double diagonal strategy which he calls a "Need a Move" type of trade.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

S&P Futures are negative this morning as markets react to Treasury Secretary Bessent comments about not being concerned about the recent selling pressure in equities.  Bessent's comments reinforced the view that the Trump administration is unlikely to consider markets reaction to its policy changes. This morning's key economic release will be the Retail Sales data. Nivida's GPU Technology conference starts tomorrow. In the week ahead, there is a Federal Reserve monetary policy meeting and Fed officials will be updating their Dot Plot estimates on the forward path of interest rates. President Trump to speak to Russian's Putin tomorrow on Ukraine war. China is preparing a stimulus announcement. NKE, MU, FDX, ACN FIVE, GIS are all releasing earnings this week.

On this week's episode of The Stock Doctor podcast, I discuss: 1. How the DeepSeek AI saga demonstrated just how irrationally exuberant US investors were, 2. The key takeaways from Budget 2025 and which stocks stand to benefit, 3. Why investors should choose FedEx Frieght over FedEx (ticker: FDX) post the spinoff Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

George Tsilis turns to some of the morning's biggest market moves following a slew of earnings. Atlassian (TEAM) bolstered a big rally after showing promise for A.I. growth. Deckers (DECK) fell off its all-time high despite posting a strong earnings beat and raised guidance. Walgreens (WBA) also sold off after announcing it will suspend its quarterly dividend while Vertex Pharmaceuticals (VRTX) rallied after getting FDX approval for a pain relief drug. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Atlas Shrugged seems to be everywhere today. Randian villains are in the news. Rand remains influential on the right, from the Reagan era to the modern libertarian movement. Perhaps most significantly, entrepreneurs like Elon Musk and Marc Andreessen who are moving into government with DOGE, have been influenced by Rand, and, fascinatingly, Andreessen only read the novel four years ago. Hollis Robbins (@Anecdotal) and I talked about how Atlas Shrugged is in conversation with the great novels of the past, Rand's greats skills of plotting, drama, and character, and what makes Atlas Shrugged a serious novel, not just a vehicle for ideology. Love it or loathe it, Atlas Shrugged is having a moment. Everyone brings a preconception of Ayn Rand, but she has been opposed by the right and the left ever since she first published. Other than Jennifer Burns' biography, academic study has largely declined to notice Rand. But Rand deserves our serious attention, both as a novelist, and as an influence on the modern world. Here are a couple of excerpts.We talk a lot these days about, “how can I be my best self?” That's what Rand is saying. She's saying, actually, it's not about earning money, it's not about being rich. It is about the perfection of the moral life. It's about the pursuit of excellence. It's about the cultivation of virtue. These are the important things. This is what Dagny is doing. When all the entrepreneurs at the end, they're in the happy valley, actually, between them, they have not that much money, right?Also this.What would Ayn Rand think about the influencer economy? Oh, she'd despise it. She would despise it… all these little girls wanting to grow up to be influencers, they're caught in some algorithm, which is awful. Why would you want to spend your life influencing others? Go create something. It's a hard medicine.And.Her aesthetic is very classical, draped. She doesn't wear flowery patterns. She wears draped, clearly close-fitting gowns and gray tailored suits and a minimum of jewelry, though she does have this bracelet chain made of Rearden metal. You don't know when she possibly has time to go shopping, but she's perfectly dressed all the time in the fashion that we would understand as feminist. She wears trousers, she wears suits, but when she goes out, this black velvet cape. I think it's important to see her as that, even though nobody talks about that in terms of this novel, what a heroine she is. I know that when I was reading her as a teenage girl, that's it.TranscriptHenry: Today, I am talking with Hollis Robbins, former dean of the humanities at Utah University and special advisor on the humanities and AI. We are talking about Atlas Shrugged by Ayn Rand. Hollis, hello.Hollis Robbins: Hello. I'm really glad to have this conversation with you. We've known each other for some years and follow each other's work. I was trained as a scholar of 19th-century American, Victorian, and African-American literature, mostly novels, and love having conversations with you about big, deep novels. When I suggested that we read this book, I was hoping you would be enthusiastic about it, so I'm really happy to be having this conversation. It's hard to know who's interviewing you or what conversation this is, but for you coming at this middle-aged. Not quite middle-aged, what are you?Henry: I'm middle enough. No. This is not going to be an interview as such. We are going to have a conversation about Atlas Shrugged, and we're going to, as you say, talk about it as a novel. It always gets talked about as an ideology. We are very interested in it as a novel and as two people who love the great novels of the 19th century. I've been excited to do this as well. I think that's why it's going to be good. Why don't we start with, why are we doing this?Hollis: I wanted to gesture to that. You are one of the leading public voices on the importance of reading literature and the importance of reading novels particularly, though I saw today, Matt Yglesias had a blog post about Middlemarch, which I think he just recently read. I can credit you with that, or us, or those of us who are telling people read the big novels.My life trajectory was that I read Atlas Shrugged and The Fountainhead before I read Dickens, before I read Jane Austen, before I read Harriet Beecher Stowe or Melville or the Brontës. For me, Atlas Shrugged and The Fountainhead were foundational novels as novels. I wondered what it would be like to talk to somebody whose experience was flipped.Henry: Right, I'm 38 and I'd never read this book. I was coming at it partly having read all those other books, but partly for my whole life, people have said, "Oh, that's really a bad book. That's so badly written. That book is no good." The number one thing I can say to people is this book is fun.Hollis: It's really fun. I was going to say usually what I forget to do in talking about books is give the summary. I'm going to hold up my copy, which is my dog-eared copy from high school, which is hilarious. It's got the tiniest print, which I couldn't possibly read now. No underlining, which is interesting. I read this book before I understood that you were supposed to underline when you liked passages in the book.It was interesting to me. I'd probably read it five or six times in my youth and didn't underline anything. The story is--- You can help me fill in the blanks. For readers who haven't read it, there's this young woman, Dagny Taggart, who's the heiress of the Taggart Transcontinental Railroad fortune. She's a woman. This takes place in about, I think, the '40s, '50s. Her older brother, Jim Taggart, is CEO. She's COO, so she's the operations person. It is in some ways the story of her-- It's not quite a bildungsroman. This is the way I tell the story. It's the story of her coming to the realization of how the world works. There's many ways to come at this story. She has multiple boyfriends, which is excellent. Her first boyfriend, his name is Francisco d'Anconia. He's the head of d'Anconia Copper. He too is an heir of this longstanding copper fortune. Her second is a metals magnate, Hank Rearden, who invents this great metal, Rearden metal.Really, it's also the story of the decline of America, and the ways that, in this Randian universe, these villainous group of people who run the country are always taking and extracting from producers. As she's creating and building this great railroad and doing wonderful things and using Rearden metal to do it, something is pulling all the producers out of society, and she's like, "What is going on?"It turns out there's this person, John Galt, who is saying, "I don't like the way the country is run. I don't like this extractive philosophy. I am going to take all the producers and lure them voluntarily to a--" It's a hero's lair. It's not like a James Bond villain lair. It's a hero lair in Colorado called Galt's Gulch. He is John Galt. It ends up being a battle between who is right in a wrong world. Is it the ethical person, Dagny Taggart, who continues to strive and try to be a producer and hold on to her ethics in this corrupt world, or is it somebody saying, "To hell with this. I am going on strike. You guys come with me and let the world collapse." How's that for summary?Henry: No, I think that's great. I couldn't have done a better job. One thing that we can say is that the role of reason, of being a rational person, of making reason the sole arbiter of how you make choices, be they practical, ethical, financial, whatever, that's at the heart of the book, right?Hollis: That's the philosophy. We could go there in a second. I think the plot of the book is that she demonstrates this.Henry: What she has to learn, like what is the big lesson for Dagny, is at the beginning, she hasn't fully understood that the good guys use reason and the bad guys do not, as it were.Hollis: Right. I think that's right. I like thinking about this as a bildungsroman. You said that the book is fun. Her part of the book is fun, but not really fun. The fun part of the book, and you can tell me because every time you kept texting me, "Oh my God, Jim Taggart. Oh my God, Jim Taggart. Oh my God, Jim Taggart."--Henry: These guys are so awful. [laughs]Hollis: They're so awful. The fun parts of the book, the Rand villains are the government entities and the cabals of business leaders who she calls looters and second-handers who run the country and all they do is extract value. Marc Andreessen was on a podcast recently and was all about these Rand villains and these looters. I think, again, to get back to why are we doing this and why are we doing this now, Ayn Rand and Atlas Shrugged is in the air with the second Trump administration.Henry: Yes. In a way, we're doing this because the question is, is this the novel of the future? Right? What we're seeing is it's very influential on the right. Rand's ideas have long been a libertarian inspiration. Elon Musk's read her. You mentioned Andreessen, Peter Thiel, all these people. It goes back to the Reagan days. People in the Republican Party have been quoting Ayn Rand. Then more broadly, we see all these worries about social collapse today. What happens in the plot of Atlas Shrugged is that society does slowly collapse.Dagny has to realize it's because of these people who are not using their reason and they're nationalizing things and taking resource away from proficient entrepreneurs and stuff. It's all about infrastructure, energy, people doing exploitation in the name of the common good, ineffective political leaders, people covering up lies and misdemeanors, people being accepting of what is obviously criminal behavior because it's in the cause of the greater good. We have free speech, all these topics, energy production. We're seeing this in the headlines. When I was reading this book, I was like, "Oh my God, how did she know?"Hollis: How did she know?Henry: How did she know.Hollis: I think the bildungsroman aspect of this as a novel. It's hard to read it as a novel. I think it's hard. By the way, I have to really I applaud you for not, until you got almost to the end of the book, texting me about this person or that person, or how it's political. I admire you for looking at the book and coming to the book as an expert in novels.What she comes to terms with, and it's a real slowly-- It's not even scales falling from her eyes. She doesn't sit and say, "Oh my God, the world is corrupt." She just is like, "That person's corrupt. I'm not going to deal with them. That person's corrupt. I'm not going to deal with them." She just keeps going, but she doesn't ever accept with a fatalism that she's living in this world where every single person who's in charge is going to let her down.Henry: It's also interesting to me that she doesn't complain.Hollis: No.Henry: Now, that reminded me of I wrote about Margaret Thatcher in my book. She was another big one for however hard it was, however difficult it was, why would you complain? Let's just go to work. A lot of people found her difficult for that reason. When I was reading this, I was like, "Ayn Rand clearly has the same idea. You can nationalize every last inch of the economy. I'm going to get up and go to work and try and beat you. I'm not going to sit around and complain." It's a very stern attitude in a way. She's very strict with herself. I found the book to be-- I know Rand is very atheist, but a very Protestant book.Hollis: Yes, it really is.Henry: Intensely Protestant, yes.Hollis: That's a nice way to think about it. A certain kind of Protestant, a Weberian Protestant.Henry: Sure.Hollis: Not a Southern Baptist Protestant who believes in the absence of reason. I was thinking I was teaching in Mississippi years ago. I was teaching a course on Wordsworth and had to do a unit on Voltaire because you can't really understand Wordsworth unless you understand Voltaire. There was a woman in my class. She was a version of Presbyterian who doesn't believe in reason, believes that in the fall, man lost their reason.Therefore, she asked if she could be excused from class because I was talking about Voltaire and the importance of reason. She said, "This is against my religion. If you believe that man has reason, you are actually going about it wrong, so may I be excused?" Which in all the years I've had people ask for excuses to miss class, that was a memorable one.Henry: That's unique. [laughs]Hollis: It's interesting because, again, I should get back to the novel, the opposition from Rand is as strong on the religious right as it is on the left. In fact, very strong. When Atlas Shrugged came out, William F. Buckley famously had Whittaker Chambers write the review. He hated her. He despised her. He despised the fact that she put reason first.Henry: Yes. I think that's worth emphasizing that some people listening will think, "I'm Rand. These nasty ideas, she's on the right." She's been ideologically described in that way so many times. Deirdre McCloskey in the Literary Review has just in the most recent edition written an absolutely scathing article about Rand. That's libertarian opposition to Rand.McCloskey is saying Hayek is the real thing here and Rand would have hated everything that Hayek did. She got everything wrong. I think the opposition to her, as you say, it's on both sides. One thing that's interesting about this novel is that because she created her own philosophy, which people will have different views on how well that went, but there isn't anyone else like this. All the other people like this are her followers.Hollis: Exactly.Henry: She's outside of the other systems of thought in a way.Hollis: We should talk about Rand. I'm going to quote a little bit from this book on feminist interpretation of Ayn Rand. Let's talk a little bit, if we can, about Dagny as the heroine of a novel, or a hero, because one of the really interesting things about reading Rand at this moment is that she's got one pronoun, he, him, man. She is in this era where man means man and women. That there isn't men and women, he and she, and now it's he, she, and them. She is like, "There's one pronoun." Even she talks about the rights of man or man believes. She means everybody, but she only means man too. It's interesting.I was very much part of the first pronoun wars in the 1980s when women scholars were like, "He and she." Now we're thrown out the window with that binary. Again, we don't need to talk about pronouns, but it's really important to understanding Rand and reading this novel, how much she embraces men and the male pronoun, even while she is using it both ways, and even while her story is led by this woman. She's beautiful. She's beautiful in a very specific way. She's tall, she's slender, she's got great cheekbones, she's got great shoulders, she's got long legs.Her aesthetic is very classical, draped. She doesn't wear flowery patterns. She wears draped, clearly close-fitting gowns and gray tailored suits and a minimum of jewelry, though she does have this bracelet chain made of Rearden metal. You don't know when she possibly has time to go shopping, but she's perfectly dressed all the time in the fashion that we would understand as feminist. She wears trousers, she wears suits, but when she goes out, this black velvet cape. I think it's important to see her as that, even though nobody talks about that in terms of this novel, what a heroine she is. I know that when I was reading her as a teenage girl, that's it.Henry: I want to be Dagny.Hollis: I want to be Dagny. I want to have capes, right?Henry: There's a very important scene, it's not too much of a plot spoiler, where Hank Rearden has invented this new metal. It's very exciting because it's much more efficient and it's much stronger and you can build new bridges for the trains and everything. He makes a bracelet of his new metal. It's a new steel alloy, I think, and gives it to his wife. His wife basically doesn't care.She's not really interested in what it takes to earn the money, she just wants to have the money. You get the strong impression throughout the book that some of the people that Rand is most scathingly disapproving of are wives who don't work. None of those people come out well. When Dagny goes to a party at the Rearden house and she is romantically involved with Hank Rearden, she sees the bracelet.Hollis: She isn't then, right? Isn't she not then?Henry: No, but they have feelings for each otherHollis: Right. Reasonable feelings for each other.Henry: That's right, reasonable feelings, but they're not currently acting on those feelings. She sees the bracelet and she exchanges her, I think, diamonds-Hollis: Diamond bracelet.Henry: -for the Rearden metal bracelet with the wife. It's this wonderful moment where these two opposite ideals of womanhood that Rand is presenting. It's a great moment of heroism for Dagny because she is saying, "Who cares about glittering diamonds when you have a new steel alloy that can make this incredible bridge?" It sounds crazy, but this is 1957. Dagny is very much what you might call one of the new women.Hollis: Right.Henry: I think in some ways, Rand-- I don't like the phrase she's ahead of her time. I've read a lot of 1950s fiction. This is not the typical woman.Hollis: No, this is not Cheever. This is not a bored suburban housewife at a time when the way the '50s are taught, certainly in America, it's like women could work during the war, then they were suburban housewives, there was bored, there were key parties and all sorts of Cheever sorts of things. This is not that. I read this first. I was only 15 years after it was published, I think, in the '60s, early '70s reading it.This, to me, seemed perfectly normal and everything else seemed regressive and strange and whiny. There's a lot to be said for reading this novel first. I think if we can talk a little bit about these set pieces because I think for me reading it as a novel and hearing you talk about it as a novel, that novels, whether we're thinking about-- I want to see if you want to compare her to Dorothea or just to any other Victorian women novel that you can think of. That's the closest, right? Is there anybody that's closest to Dorothea from Middlemarch? Is that there are these set pieces. People think that Rand-- the idea is that she's not a great writer. She is a great writer. She started in Hollywood. Her first book, The Fountainhead, was made into a movie. She understands plotting and keeping the reader's attention. We go forward, we go backwards. There's her relationship with Francisco d'Anconia that we see her now, years after, then we have flashbacks to growing up and how they became lovers.There are big meeting set pieces where everybody's in the room, and we have all the backstories of the people in the room, what is going to happen. There are these big party scenes, as you say. For example, this big, glorious, glamorous party at the Rearden house, Francisco is there. Francisco and Hank Rearden get in a conversation, and she's like, "I want to go see what my old boyfriend is talking to the guy I like about."There are these moments where you're not supposed to come at the book that way in this serious philosophical way. Then later on when there's this wonderful scene where Francisco comes to see Dagny. This is much later. Hank and Dagny are lovers, so he has a key to her apartment. He walks in and everybody sees immediately what's going on. It's as good as any other farce moment of somebody hiding behind a curtain, right?Henry: Yes.Hollis: Everything is revealed all at once. She's very good at scenes like that.Henry: Yes, very good. She's very good at high drama. One of the phrases that kept coming back to me was that this book is a melodrama of ideas.Hollis: Yes.Henry: Right? It's not a novel of ideas as such, it's a melodrama of ideas. I think one thing that people who think she's a bad writer will say is it's melodrama, the characters are flat, the prose is not lyrical, all these different things. Whereas when I read it, I was like, "She's so good at melodrama." I feel like, in some ways, it does not feel like a 1950s novel because there's so much excitement about technology, so much feminism, just so many things that I do not associate--Maybe I'm being too English, but I don't read John Cheever, for example, and think, "Oh, he loves the train." Whereas this book is very, very exciting as a story about inventing a new kind of train that goes really fast," which sounds silly, but that's a really Dickensian theme, that's in Middlemarch. Actually, that's what Matt Yglesias was talking about in his excellent piece today. What does feel very 1950s is you've got the Hollywood influence. The dialogue, I think, is not always great, but it is often great.I often would read pages and think, "This would actually be really good in, not an A++ movie, but in a decent crime movie or something. This would be quite good dialogue." There's a comic book aesthetic to it in the way that the scenes play out. Just a lot of these '50s aesthetics actually are present in the book. I'm going to read one paragraph. It's from part one. I think we should read out loud a few bits to give people a sense.Hollis: Yes.Henry: This is when Dagny has built a new train line using grid and metal to make the bridge so that it can go over a valley. I think that's right. The train can do 100 miles an hour. It's this very, very exciting new development. It means that energy can be supplied to factories, and so it's a huge, big deal. This is when she's on the train going at 100 miles an hour and she just can't believe it's happening."Things streaked past a water tank, a tree, a shanty, a grain silo. They had a windshield wiper motion. They were rising, describing a curve, and dropping back. The telegraph wires ran a race with the train, rising and falling from pole to pole, in an even rhythm like the cardiograph record of a steady heartbeat written across the sky. She looked ahead at the haze that melted rail and distance, a haze that could rip apart at any moment to some shape of disaster.""She wondered why she felt safer than she had ever felt in a car behind the engine. Safer here where it seemed as if should an obstacle rise, her breast and the glass shield would be the first to smash against it. She smiled, grasping the answer. It was the security of being first with full sight and full knowledge of one's own course, not the blind sense of being pulled into the unknown by some unknown power ahead."That's not MFA prose or whatever, but it turns the pages. I think she's very good at relating we're on the train and it's going very fast to how Dagny is thinking through the philosophical conundrum that is basically going to drive the whole plot forwards. I was reminded again and again of what Virginia Woolf said about Walter Scott, where she compared Scott to Robert Louis Stevenson. She said that Stevenson had beautiful sentences and dapper little adjectives. It was all jeweled and carefully done. You could marvel over each sentence.She said, "Whereas Scott, it's just page after page and no sentence is beautiful," but she says, "He writes at the level of the page. He's not like Stevenson. He's not writing at the level of the sentence. You have to step into the world." You can say, 'Oh, that wasn't a very good sentence,' but my goodness, the pages keep turning and you're there in the world, right?Hollis: Exactly.Henry: I think she made a really important point there and we just undervalue that so much when we say, oh, so-and-so is not a good writer. What we mean is they're not a Robert Louis Stevenson, they're a Walter Scott. It's like, sure, but Walter Scott was great at what he did. Ayn Rand is in the Walter Scott inheritance in the sense that it's a romance, it's not strictly realistic novel. You have to step into the world. You can't spend your whole time going, "Was that a great sentence? Do I really agree with what she just--" It's like, no, you have to go into this utopian sci-fi universe and you have to keep turning the pages. You get caught up and you go, "Wow, this is this is working for me."Hollis: Let me push back on that-Henry: Yes, good.Hollis: -because I think that was a beautiful passage, one of my favorite passages in this book, which is hard to say because it's a really, really big book. It's a memorable passage because here she is in a place at this moment. She is questioning herself. Isn't she questioning why? Why do I feel safe? Then it strikes her. In this moment, all interior while all this stuff is happening. This whole Rearden metal train bridge set piece is one of the highlights of at least the first half of the book. You come away, even if we've had our entire life up to her, understanding her as a philosophical this woman. How is that different from Dorothea or from Elizabeth Bennet? Yes, Elizabeth Bennet, right?Henry: Oh, no, I agree. My point was purely about prose style, which was to say if you say, "Oh, she writes like a Walter Scott, not like a Robert Louis Stevenson," you're going to deny yourself seeing what you've just said, which is that actually, yes, she has the ability to write philosophical characters.Hollis: When I first read Pride and Prejudice, I read it through the lens of Rand. Now, clearly, these heroines had fewer choices. Dorothea marries Casaubon, I don't know how you pronounce it, because she thinks he's a Randian expert, somebody who's got this grand idea. She's like, "Whoa, I want to be part of this endeavor, the key to all mythologies." Then she's so let down. In the Randian sense, you can see why she would have wanted him.Henry: That's right. I think George Eliot would have strongly disagreed with Rand philosophically. The heroines, as you say, what they're doing in the novel is having to realize that there are social conventions I have to understand and there are things I have to learn how to do, but actually, the key to working all that out is more at the moral philosophical level. This is what happens to Dagny. I think it's on the next page from what I just read. There's another passage where it says that she's in the train and she's enjoying. It's working and she's thrilled that her train is working. She was trying not to think, but she couldn't help herself.She said, "Who made the train. Is it the brute force of muscle? Who can make all the dials and the levers? How is it possible that this thing has even been put together?" Then she starts thinking to herself, "We've got a government who's saying it's wrong to do this, you're taking resources, you're not doing it for the common good." She says, "How can they regard this as evil? How can they believe that this is ignoble to have created this incredible thing?"She says she wants to be able to toss the subject out of the window and let it get shattered somewhere along the track. She wants the thoughts to go past like the telegraph poles, but obviously, she can't. She has this moment of realization that this can't be wrong. This type of human accomplishment can't be against the common good. It can't be considered to be ignoble. I think that is like the Victorian heroines.To me, it was more like Fanny Price, which is that someone turns up into a relatively closed system of ideas and keeps their own counsel for a long time, and has to admit sometimes when they haven't got it right or whatever. Basically, in the end, they are vindicated on fairly straightforward grounds. Dagny comes to realize that, "I was right. I was using my reason. I was working hard. I was being productive. Yes, I was right about that." Fanny, it's more like a Christian insight into good behavior, but I felt the pattern was the same.Hollis: Sure. I'll also bring up Jane Eyre here, right?Henry: Yes.Hollis: Jane Eyre, her relationship, there's a lot to be said of both Mr. Darcy and Mr. Rochester with Hank Rearden because Hank Rearden has to come to his sense. He's married. He doesn't like his wife. He doesn't like this whole system that he's in. He wants to be with a woman that's a meeting of the mind, but he's got all this social convention he has to deal with. Rochester has to struggle, and of course, Bertha Mason has to die in that book. He ends up leaving his wife, but too late. If we're going to look at this novel as a novel, we can see that there are these moments that I think have some resonance. I know you don't seem to want to go to the Mr. Darcy part of it.Henry: No. I had also thought about Jane Eyre. My thought was that, obviously, other than being secular because Jane Eyre is very Christian, the difference is that Hank Rearden and Dagny basically agree that we can't conduct our relationship in a way that would be morally compromising to her. They go through this very difficult process of reasoning like, "How can we do this in a good way?"They're a little bit self-sacrificing about it because they don't want to upset the moral balance. Whereas Mr. Rochester, at least for the first part of the book, has an attitude that's more like, "Yes, but she's in the attic. Why does it matter if we get married?" He doesn't really see the problem of morally compromising Jane, and so Jane has to run away.Hollis: Right.Henry: One of the interesting things about Rand, what is different from like Austen and the Brontës and whatever, is that Dagny and Hank are not in opposition before they get together. They have actually this unusual thing in romance and literature, which is that they have a meeting of minds. What gets in the way is that the way their minds agree is contra mundum and the world has made this problem for them.Hollis: I think in a way, that's the central relationship in--Henry: Yes. That was how I read it, yes.Hollis: Yes. The fact as we think about what the complications are in reading this novel as a novel is that here is this great central romance and they've got obstacles. She's got an old boyfriend, he's married. They've got all these things that are classic obstacles to a love story. Rand understands that enough to build it, that that will keep a lot of readers' interest, but then it's like, "That's actually not the point of my book," which is how the second half or the last third of the novel just gets really wiggy." Again, spoiler alert, but Hank is blackmailed to be, as the society is collapsing, as things are collapsing--Henry: We should say that the government has taken over in a nationalizing program by this point.Hollis: Right, because as John Galt is pulling all the thought leaders and the industrialists and all the movers of the world into his lair, things are getting harder and harder and harder, things are getting nationalized. Some of these big meetings in Washington where these horrible people are deciding how to redistribute wealth, again, which is part of the reason somebody like Congressman Paul Ryan would give out copies of Atlas Shrugged to all of his staffers. He's like, "You've got to read this book because we can't go to Washington and be like this. The Trumpian idea is we've got to get rid of people who are covering up and not doing the right thing."They've blackmailed Hank Rearden into giving up Rearden Metal by saying, "We know you've been sleeping with Dagny Taggart." It's a very dramatic point. How is this going to go down?Henry: Right. I think that's interesting. What I loved about the way she handled that romance was that romance is clearly part of what she sees as important to a flourishing life. She has to constantly yoke it to this idea that reason is everything, so human passion has to be conducted on the basis that it's logically reasonable, but that it therefore becomes self-sacrificing. There is something really sad and a little bit tragic about Hank being blackmailed like that, right?Hollis: Yes. I have to say their first road trip together, it's like, "Let's just get out of here and go have a road trip and stay in hotels and have sex and it'll be awesome." That their road trip is like, "Let's go also see some abandoned factories and see what treasures we might find there." To turn this love road trip into also the plot twist that gets them closer to John Galt is a magnificent piece of plot.Henry: Yes. I loved that. I know you want to talk about the big John Galt speech later, but I'm going to quote one line because this all relates to what I think is one of the most central lines of the book. "The damned and the guiltiest among you are the men who had the capacity to know yet chose to blank out reality." A lot of the time, like in Brontë or whatever, there are characters like Rochester's like that. The center of their romance is that they will never do that to each other because that's what they believe philosophically, ethically. It's how they conduct themselves at business. It's how they expect other people to conduct themselves. They will never sacrifice that for each other.That for them is a really high form of love and it's what enables huge mutual respect. Again, it's one of those things I'm amazed-- I used to work in Westminster. I knew I was a bit of a libertarian. I knew lots of Rand adjacent or just very, very Randian people. I thought they were all insane, but that's because no one would ever say this. No one would ever say she took an idea like that and turned it into a huge romance across hundreds of pages. Who else has done that in the novel? I think that's great.Hollis: It really is hard. It really is a hard book. The thing that people say about the book, as you say, and the reason you hadn't read it up until now, is it's like, "Oh, yes, I toyed with Rand as a teenager and then I put that aside." I put away my childish things, right? That's what everybody says on the left, on the right. You have to think about it's actually really hard. My theory would be that people put it away because it's really, really hard, what she tried is hard. Whether she succeeded or not is also hard. As we were just, before we jumped on, talking about Rand's appearance on Johnny Carson, a full half hour segment of him taking her very seriously, this is a woman who clearly succeeded. I recently read Jennifer Burn's biography of her, which is great. Shout out to Jennifer.What I came away with is this is a woman who made her living as a writer, which is hard to do. That is a hard thing to do, is to make your living as a writer, as a woman in the time difference between 1942, The Fountainhead, which was huge, and 57, Atlas Shrugged. She was blogging, she had newsletters, she had a media operation that's really, really impressive. This whole package doesn't really get looked at, she as a novelist. Again, let me also say it was later on when I came to Harriet Beecher Stowe, who is another extraordinary woman novelist in America who wrote this groundbreaking book, which is filled--I particularly want to shout out to George Harris, the slave inventor who carried himself like a Rand hero as a minor character and escapes. His wife is Eliza, who famously runs across the ice flows in a brave Randian heroine escape to freedom where nobody's going to tell them what to do. These women who changed literature in many ways who have a really vexed relationship or a vexed place in academia. Certainly Stowe is studied.Some 20 years ago, I was at an event with the great Elaine Showalter, who was coming out with an anthology of American women writers. I was in the audience and I raised my hand, I said, "Where's Ayn Rand?" She was like, "Ha, ha, ha." Of course, what a question is that? There is no good reason that Ayn Rand should not be studied in academia. There is no good reason. These are influential novels that actually, as we've talked about here, can be talked about in the context of other novels.Henry: I think one relevant comparison is let's say you study English 19th-century literature on a course, a state-of-the-nation novel or the novel of ideas would be included as routine, I think very few people would say, "Oh, those novels are aesthetically excellent. We read them because they're beautifully written, and they're as fun as Dickens." No one's saying that. Some of them are good, some of them are not good. They're important because of what they are and the barrier to saying why Rand is important for what she is because, I think, people believe her ideas are evil, basically.One central idea is she thinks selfishness is good, but I think we've slightly dealt with the fact that Dagny and Hank actually aren't selfish some of the time, and that they are forced by their ethical system into not being selfish. The other thing that people say is that it's all free-market billionaire stuff, basically. I'm going to read out a passage from-- It's a speech by Francisco in the second part. It's a long speech, so I'm not going to read all eight pages. I'm going to read this speech because I think this theme that I'm about to read out, it's a motif, it's again and again and again.Hollis: Is this where he's speaking to Hank or to Dagny?Henry: I think when he's speaking to Dagny and he says this."Money will not purchase happiness for the man who has no concept of what he want. Money will not give him a code of values if he has evaded the knowledge of what to value, and it will not provide him with a purpose if he has evaded the choice of what to seek. Money will not buy intelligence for the fool, or admiration for the coward, or respect for the incompetent."The man who attempts to purchase the brains of his superiors to serve him with his money replacing his judgment ends up by becoming the victim of his inferiors. The men of intelligence desert him, but the cheats and the frauds come flocking to him, drawn by a law which he has not discovered, that no man may be smaller than his money."Hollis: That's a good--Henry: Right? It's a great paragraph. I feel like she says that in dozens of ways throughout the book, and she wants you to be very clear when you leave that this book is not a creed in the name of just make money and have free market capitalism so you can be rich. That paragraph and so many others, it's almost biblical in the way she writes it. She's really hammering the rhythms, and the tones, and the parallels. She's also, I think, trying to appropriate some of the way the Bible talks about money and turn it into her own secular pseudo-Aristotelian idea, right?Hollis: Yes.Henry: We talk a lot these days about, how can I be my best self? That's what Rand is saying. She's saying, actually, it's not about earning money, it's not about being rich. It is about the perfection of the moral life. It's about the pursuit of excellence. It's about the cultivation of virtue. These are the important things. This is what Dagny is doing. When all the entrepreneurs at the end, they're in the happy valley, actually, between them, they have not that much money, right?Hollis: Right.Henry: The book does not end in a rich utopia, it's important to say.Hollis: It's interesting. A couple of things. I want to get this back since we're still in the novel. Let me say when we get to Galt's great speech, which is bizarre. He says a similar thing that I'll bring in now. He says, "The mother who buys milk for her baby instead of a hat is not sacrificing because her values are feeding the baby. The woman who sacrifices the hat to feed her baby, but really wants the hat and is only feeding the baby out of duty is sacrificing." That's bad. She's saying get your values in order. Understand what it is you want and do that thing, but don't do it because somebody says you have to. She says this over and over in many ways, or the book says this.Henry: We should say, that example of the mother is incidental. The point she's always making is you must think this through for yourself, you must not do it because you've been told to do it.Hollis: Right, exactly. To get back to the love story aspects of the book because they don't sit and say they love each other, even all the great romances. It's not like, "I love you. I love you." It's straight to sex or looks and meetings of the minds. It's interesting. We should deal with the fact that from The Fountainhead and a little bit in this book, the sex is a little rapey. It's a difficult thing to talk about. It's certainly one of the reasons that feminists, women writers don't approve of her. In the book, it's consensual. Whatever one wants to think about the ways that people have sex, it is consensual in the book. Also in The Fountainhead.I'm sure I'll get hate mail for even saying that, but in her universe, that's where it is. What's interesting, Francisco as a character is so interesting. He's conflicted, he's charming, he's her first lover. He's utterly good in every way. He ends up without her. Hank is good. Hank goes through his struggles and learning curve about women prioritizing. If you don't like your wife, don't be married to your wife. It's like he goes through his own what are my values and how do I live them.I know you think that this is bizarre, but there's a lot of writing about the relationship of Hank and Francisco because they find themselves in the same room a lot. They happen to have both been Dagny's lovers or ex-lovers, and they really, really like each other. There's a way that that bonding-- Homosexuality does not exist in her novels, whatever, but that's a relationship of two people that really are hot for one another. There is a lot of writing. There are queer readings of Rand that make a lot of that relationship.Again, this isn't my particular lens of criticism, but I do see that the energy, which is why I asked you which speech you were reading because some of Francisco's best speeches are for Hank because he's trying to woo Hank to happy valley. Toward the end when they're all hanging out together in Galt's Gulch, there's clearly a relationship there.Henry: Oh, yes. No, once you pointed out to me, I was like, "That makes sense of so many passages." That's clearly there. What I don't understand is why she did that. I feel like, and this is quite an accomplishment because it's a big novel with a lot of moving parts, everything else is resolved both in terms of the plot, but also in terms of how it fits her philosophical idea. That, I think, is pretty much the only thing where you're left wondering, "Why was that in there? She hasn't made a point about it. They haven't done anything about it." This I don't understand. That's my query.Hollis: Getting ready to have this conversation, I spent a lot of time on some Reddit threads. I ran Atlas Shrugged Reddit threads where there's some fantastic conversations.Henry: Yes, there is.Hollis: One of them is about, how come Francisco didn't end up with anybody? That's just too bad. He's such a great character and he ends up alone. I would say he doesn't end up alone, he ends up with his boyfriend Hank, whatever that looks like. Two guys that believe in the same things, they can have whatever life they want. Go on.Henry: Are you saying that now that they're in the valley, they will be more free to pursue that relationship?Hollis: There's a lot of things that she has said about men's and women's bodies. She said in other places, "I don't think there'll ever be a woman president because why would a woman want to be president? What a woman really wants is a great man, and we can't have a president who's looking for a great man. She has to be a president." She's got a lot of lunacy about women. Whatever. I don't understand. Someplace I've read that she understands male homosexuality, but not female homosexuality. Again, I am not a Rand scholar. Having read and seen some of that in the ether, I see it in the book, and I can see how her novel would invite that analysis.I do want to say, let's spend a few seconds on some of the minor characters. There are some really wonderful minor characters. One of them is Cherryl Taggart, this shop girl that evil Jim Taggart meets one night in a rainstorm, and she's like, "Oh, you're so awesome," and they get married. It's like he's got all this praise for marrying the shop girl. It's a funny Eliza Doolittle situation because she is brought into this very wealthy society, which we have been told and we have been shown is corrupt, is evil, everybody's lying all the time, it's pretentious, Dagny hates it.Here's the Cherryl Taggart who's brought into this. In the beginning, she hates Dagny because she's told by everybody, "Hate Dagny, she's horrible." Then she comes to her own mini understanding of the corruption that we understand because Dagny's shown it in the novel, has shown it to us this entire time. She comes to it and she's like, "Oh my God," and she goes to Dagny. Dagny's so wonderful to her like, "Yes. You had to come to this on your own, I wasn't going to tell you, but you were 100% right." That's the end of her.Henry: Right. When she meets Taggart, there's this really interesting speech she has where she says, "I want to make something of myself and get somewhere." He's like, "What? What do you want to do?" Red flag. "What? Where?" She says, "I don't know, but people do things in this world. I've seen pictures of New York," and she's pointing at like the skyscrapers, right? Whatever. "I know that someone's built that. They didn't sit around and whine, but like the kitchen was filthy and the roof was leaking." She gets very emotional at this point. She says to him, "We were stinking poor and we didn't give a damn. I've dragged myself here, and I'm going to do something."Her story is very sad because she then gets mired in the corruption of Taggart's. He's basically bit lazy and a bit of a thief, and he will throw anyone under the bus for his own self-advancement. He is revealed to be a really sinister guy. I was absolutely hissing about him most of the time. Then, let's just do the plot spoiler and say what happens to Cherryl, right? Because it's important. When she has this realization and Taggart turns on her and reveals himself as this snake, and he's like, "Well, what did you expect, you idiot? This is the way the world is."Hollis: Oh, it's a horrible fight. It's the worst fight.Henry: Right? This is where the melodrama is so good. She goes running out into the streets, and it's the night and there are shadows. She's in the alleyway. Rand, I don't have the page marked, but it's like a noir film. She's so good at that atmosphere. Then it gets a little bit gothic as well. She's running through the street, and she's like, "I've got to go somewhere, anywhere. I'll work. I'll pick up trash. I'll work in a shop. I'll do anything. I've just got to get out of this."Hollis: Go work at the Panda Express. Henry: Yes. She's like, "I've got to get out of this system," because she's realized how morally corrupting it is. By this time, this is very late. Society is in a-- it's like Great Depression style economic collapse by this point. There really isn't a lot that she could do. She literally runs into a social worker and the social-- Rand makes this leering dramatic moment where the social worker reaches out to grab her and Cherryl thinks, "Oh, my God, I'm going to be taken prisoner in. I'm going back into the system," so she jumps off the bridge.This was the moment when I was like, I've had this lurking feeling about how Russian this novel is. At this point, I was like, "That could be a short story by Gogol," right? The way she set that up. That is very often the trap that a Gogol character or maybe a Dostoevsky character finds themselves in, right? That you suddenly see that the world is against you. Maybe you're crazy and paranoid. Maybe you're not. Depends which story we're reading. You run around trying to get out and you realize, "Oh, my God, I'm more trapped than I thought. Actually, maybe there is no way out." Cherryl does not get a lot of pages. She is, as you say, quite a minor character, but she illustrates the whole story so, so well, so dramatically.Hollis: Oh, wow.Henry: When it happens, you just, "Oh, Cherryl, oh, my goodness."Hollis: Thank you for reading that. Yes, you could tell from the very beginning that the seeds of what could have been a really good person were there. Thank you for reading that.Henry: When she died, I went back and I was like, "Oh, my God, I knew it."Hollis: How can you say Rand is a bad writer, right? That is careful, careful plotting, because she's just a shop girl in the rain. You've got this, the gun on the wall in that act. You know she's going to end up being good. Is she going to be rewarded for it? Let me just say, as an aside, I know we don't have time to talk about it here. My field, as I said, is 19th century African American novels, primarily now.This, usually, a woman, enslaved woman, the character who's like, "I can't deal with this," and jumps off a bridge and drowns herself is a fairly common and character. That is the only thing to do. One also sees Rand heroes. Stowe's Dred, for example, is very much, "I would rather live in the woods with a knife and then, be on the plantation and be a slave." When you think about, even the sort of into the 20th century, the Malcolm X figure, that, "I'm going to throw out all of this and be on my own," is very Randian, which I will also say very Byronic, too, Rand didn't invent this figure, but she put it front and center in these novels, and so when you think about how Atlas Shrugged could be brought into a curriculum in a network of other novels, how many of we've discussed so far, she's there, she's influenced by and continues to influence. Let's talk about your favorite minor character, the Wet Nurse.Henry: This is another great death scene.Hollis: Let's say who he is, so the government sends this young man to work at the Rearden Mills to keep an eye on Hank Rearden.Henry: Once they nationalize him, he's the bureaucrat reporting back, and Rearden calls him the Wet Nurse as an insult.Hollis: Right, and his job, he's the Communist Party person that's in every factory to make sure that everything is--Henry: That's right, he's the petty bureaucrat reporting back and making sure everyone's complying.Hollis: He's a young recent college graduate that, Hank, I think, early on, if it's possible even to find the Wet Nurse early scene, you could tell in the beginning, too, he's bright and sparkly right out of college, and this is, it seems like a good job for him. He's like, "Woohoo, I get to be here, and I get to be--" Yes, go ahead.Henry: What happens to him is, similarly to Cherryl, he has a conversion, but his conversion is not away from the corruption of the system he's been in, he is converted by what he sees in the Rearden plant, the hard work, the dedication, the idealism, the deep focus on making the metal, and he starts to see that if we don't make stuff, then all the other arguments downstream of that about how to appropriate, how to redistribute, whatever, are secondary, and so he becomes, he goes native, as it were. He becomes a Reardenite, and then at the end, when there's a crowd storming the place, and this crowd has been sent by the government, it's a fake thing to sort of--Hollis: Also, a very good scene, very dramatic.Henry: She's very good at mobs, very good at mobs, and they kill, they kill the Wet Nurse, they throw him over. He has a couple of speeches in dialogue with Rearden while he's dying, and he says--Hollis: You have to say, they throw him, they leave him on this pile of slag. He crawls up to the street where Rearden happens to be driving by, and car stops, and so that finding the Wet Nurse there and carrying him in his arms, yes.Henry: That's right, it's very dramatic, and then they have this dialogue, and he says, "I'd like to live, Mr. Rearden, God, how I'd like to, not because I'm dying, but because I've just discovered tonight what it means to be alive, and it's funny, do when I discovered it? In the office, when I stuck my neck out, when I told the bastards to go to hell, there's so many things I wish I'd known sooner, but it's no use crying over spilt milk," and then Rearden, he goes, "Listen, kid, said Rearden sternly, I want you to do me a favor." "Now, Mr. Rearden?" "Yes, now." "Of course, Mr. Rearden, if I can," and Rearden says, "You were willing to die to save my mills, will you try and live for me?"I think this is one of those great moments where, okay, maybe this isn't like George Eliot style dialogue, but you could put that straight in a movie, that would work really well, that would be great, right? I can hear Humphrey Bogart saying these things. It would work, wouldn't it?She knows that, and that's why she's doing that, she's got that technique. He's another minor character, and Rand is saying, the system is eating people up. We are setting people up for a spiritual destruction that then leads to physical destruction. This point, again, about it's not just about the material world. It's about your inner life and your own mind.I find it very moving.Hollis: These minor characters are fantastic. Then let's talk a little bit about Eddie Willers, because I think a lot about Eddie Willers. Eddie Willers, the childhood three, there were three young people, we keep going back to this childhood. We have Dagny, Francisco, because their parents were friends, and then Eddie Willers, who's like a neighborhood kid, right?Henry: He's down the street.Hollis: He lives down the street. He's like the neighborhood kid. I don't know about you. We had a neighborhood kid. There's always neighborhood kids, right? You end up spending time with this-- Eddie's just sort of always there. Then when they turn 15, 16, 17, and when there's clearly something going on between Dagny and Francisco, Eddie does take a step back, and he doesn't want to see.There's the class issues, the status issues aren't really-- they're present but not discussed by Rand. Here we have these two children heirs, and they don't say like, "You're not one of us, Eddie, because you're not an heir or an heiress." He's there, and he's got a pretty good position as Dagny's right-hand man in Taggart Transcontinental. We don't know where he went to college. We don't know what he does, but we know that he's super loyal, right?Then when she goes and takes a break for a bit, he steps in to be COO. James is like, "Eddie Willers, how can Eddie Willers be a COO?" She's like, "It's really going to be me, but he's going to be fine." We're not really supposed to identify with Eddie, but Eddie's there. Eddie has, all through the novel, all through the big old novel, Eddie eats lunch in the cafeteria. There's always this one guy he's having lunch with. This is, I don't know, like a Greek chorus thing, I don't quite know, but there's Eddie's conversations with this unknown person in the cafeteria give us a sense, maybe it's a narrator voice, like, "Meanwhile, this is going on in the world." We have these conversations. This guy he's having lunch with asks a lot of questions and starts asking a lot of personal questions about Dagny. Then we have to talk to-- I know we've gone for over an hour and 15 minutes, we've got to talk about Galt's Speech, right? When John Galt, toward the end, takes over the airwaves and gives this big three-hour speech, the big three-hour podcast as I tweeted the other day, Eddie is with Dagny.Henry: He's in the radio studio.Hollis: He's in the studio along with one of John Galt's former professors. We hear this voice. Rand says, or the narrator says, three people in the room recognize that voice. I don't know about you, did you guess that it was Galt before that moment that Eddie was having lunch with in the cafeteria?Henry: No, no, no, I didn't.Hollis: Okay, so you knew at that moment.Henry: That was when I was like, "Oh, Eddie was talking, right?" It took me a minute.Hollis: Okay, were you excited? Was that like a moment? Was that a big reveal?Henry: It was a reveal, but it made me-- Eddie's whole character puzzles me because, to me, he feels like a Watson.Hollis: Yes, that's nice, that's good.Henry: He's met Galt, who's been under their noses the whole time. He's been going through an almost Socratic method with Galt, right? If only he could have paid a little bit more attention, he would have realized what was going on. He doesn't, why is this guy so interested in Dagny, like all these things. Even after Galt's big speech, I don't think Eddie quite takes the lesson. He also comes to a more ambiguous but a bad end.Hollis: Eddie's been right there, the most loyal person. The Reddit threads on Eddie Willers, if anybody's interested, are really interesting.Henry: Yes, they are, they're so good.Hollis: Clearly, Eddie recognizes greatness, and he recognizes production, and he recognizes that Dagny is better than Jim. He recognizes Galt. They've been having these conversations for 12 years in the cafeteria. Every time he goes to the cafeteria, he's like, "Where's my friend, where's my friend?" When his friend disappears, but he also tells Galt a few things about Dagny that are personal and private. When everybody in the world, all the great people in the world, this is a big spoiler, go to Galt's Gulch at the end.Henry: He's not there.Hollis: He doesn't get to go. Is it because of the compromises he made along the way? Rand had the power to reward everybody. Hank's secretary gets to go, right?Henry: Yes.Hollis: She's gone throughout the whole thing.Henry: Eddie never thinks for himself. I think that's the-- He's a very, I think, maybe one of the more tragic victims of the whole thing because-- sorry. In a way, because, Cherryl and the Wet Nurse, they try and do the right thing and they end up dying. That's like a more normal tragedy in the sense that they made a mistake. At the moment of realization, they got toppled.Eddie, in a way, is more upsetting because he never makes a mistake and he never has a moment of realization. Rand is, I think this is maybe one of the cruelest parts of the book where she's almost saying, "This guy's never going to think for himself, and he hasn't got a hope." In a novel, if this was like a realistic novel, and she was saying, "Such is the cruelty of the world, what can we do for this person?" That would be one thing. In a novel that's like ending in a utopia or in a sort of utopia, it's one of the points where she's really harsh.Hollis: She's really harsh. I'd love to go and look at her notes at some point in time when I have an idle hour, which I won't, to say like, did she sit around? It's like, "What should I do with Eddie?" To have him die, probably, in the desert with a broken down Taggart transcontinental engine, screaming in terror and crying.Henry: Even at that stage, he can't think for himself and see that the system isn't worth supporting.Hollis: Right. He's just going to be a company man to the end.Henry: It's as cruel as those fables we tell children, like the grasshopper and the ants. He will freeze to death in the winter. There's nothing you can do about it. There are times when she gets really, really tough. I think is why people hate her.Hollis: We were talking about this, about Dickens and minor characters and coming to redemption and Dickens, except Jo. Jo and Jo All Alones, there are people who have redemption and die. Again, I don't know.Henry: There's Cherryl and the Wet Nurse are like Jo. They're tragic victims of the system. She's doing it to say, "Look how bad this is. Look how bad things are." To me, Eddie is more like Mr. Micawber. He's hopeless. It's a little bit comic. It's not a bad thing. Whereas Dickens, at the end, will just say, "Oh, screw the integrity of the plot and the morals. Let's just let Mr. Micawber-- let's find a way out for him." Everyone wants this guy to do well. Rand is like, "No, I'm sticking to my principles. He's dead in the desert, man. He's going to he's going to burn to death." He's like, "Wow, that's okay."Hollis: The funny thing is poor John Galt doesn't even care about him. John Galt has been a bad guy. John Galt is a complicated figure. Let's spend a bit on him.Henry: Before we do that, I actually want to do a very short segment contextualizing her in the 50s because then what you say about Galt will be against this background of what are some of the other ideas in the 50s, right?Hollis: Got it.Henry: I think sometimes the Galt stuff is held up as what's wrong with this novel. When you abstract it and just say it, maybe that's an easier case to make. I think once you understand that this is 1957, she's been writing the book for what, 12 years, I think, or 15 years, the Galt speech takes her 3 years to write, I think. This is, I think the most important label we can give the novel is it's a Cold War novel. She's Russian. What she's doing, in some ways, is saying to America, "This is what will happen to us if we adopt the system of our Cold War enemies." It's like, "This is animal farm, but in America with real people with trains and energy plants and industry, no pigs. This is real life." We've had books like that in our own time. The Mandibles by Lionel Shriver said, that book said, "If the 2008 crash had actually gone really badly wrong and society collapsed, how would it go?" I think that's what she's reacting to. The year before it was published, there was a sociology book called The Organization Man.Hollis: Oh, yes. William Whyte.Henry: A great book. Everyone should read that book. He is worrying, the whole book is basically him saying, "I've surveyed all these people in corporate America. They're losing the Protestant work ethic. They're losing the entrepreneurial spirit. They're losing their individual drive. Instead of wanting to make a name for themselves and invent something and do great things," he says, "they've all got this managerial spirit. All the young men coming from college, they're like, 'Everything's been done. We just need to manage it now.'" He's like, "America is collapsing." Yes, he thinks it's this awful. Obviously, that problem got solved.That, I think, that gives some sense of why, at that moment, is Ayn Rand writing the Galt speech? Because this is the background. We're in the Cold War, and there's this looming sense of the cold, dead hand of bureaucracy and managerialism is. Other people are saying, "Actually, this might be a serious problem."Hollis: I think that's right. Thank you for bringing up Whyte. I think there's so much in the background. There's so much that she's in conversation with. There's so much about this speech, so that when you ask somebody on the street-- Again, let me say this, make the comparison again to Uncle Tom's Cabin, people go through life feeling like they know Uncle Tom's Cabin, Simon Legree, Eliza Crossing the Ice, without having ever read it.Not to name drop a bit, but when I did my annotated Uncle Tom's Cabin, this big, huge book, and it got reviewed by John Updike in The New Yorker, and I was like, "This is freaking John Updike." He's like, "I never read it. I never read it." Henry Louis Gates and then whoever this young grad student was, Hollis Robbins, are writing this book, I guess I'll read it. It was interesting to me, when I talk about Uncle Tom's Cabin, "I've never read it," because it's a book you know about without reading. A lot of people know about Atlas Shrugged without having read it. I think Marc Andreessen said-- didn't he say on this podcast that he only recently read it?Henry: I was fascinated by this. He read it four years ago.Hollis: Right, during COVID.Henry: In the bibliography for the Techno-Optimist Manifesto, and I assumed he was one of those people, he was like you, he'd read it as a teenager, it had been informative. No, he came to it very recently. Something's happening with this book, right?Hollis: Huge things are happening, but the people who know about it, there's certain things that you know, you know it's long, you know that the sex is perhaps not what you would have wanted. You know that there's this big, really long thing called John Galt's Speech, and that it's like the whaling chapters in Moby-Dick. People read Moby-Dick, you're like, "Oh, yes, but I skipped all the chapters on cetology." That's the thing that you say, right? The thing that you say is like, "Yes, but I skipped all the John Galt's Speech." I was very interested when we were texting over the last month or so, what you would say when you got to John Galt's Speech. As on cue, one day, I get this text and it's like, "Oh, my God, this speech is really long." I'm like, "Yes, you are the perfect reader."Henry: I was like, "Hollis, this might be where I drop out of the book."Hollis: I'm like, "Yes, you and the world, okay?" This is why you're an excellent reader of this book, because it is a frigging slog. Just because I'm having eye issues these days, I had decided instead of rereading my copy, and I do have a newer copy than this tiny print thing, I decided to listen on audiobook. It was 62 hours or whatever, it was 45 hours, because I listen at 1.4. The speech is awesome listening to it. It, at 1.4, it's not quite 3 hours. It's really good. In the last few days, I was listening to it again, okay? I really wanted to understand somebody who's such a good plotter, and somebody who really understands how to keep people's interest, why are you doing this, Rand? Why are you doing this, Ms. Rand? I love the fact that she's always called Miss. Rand, because Miss., that is a term that we

S&P Futures are displaying significant weakness this morning. This morning there are a couple of negative catalysts causing markets to fall. The Trump backed budget bill failed to pass and the government faces a shutdown this weekend. Markets are also cautious ahead of this morning's inflation report which is expected to edge higher. Additional President -Elect Trump has issued tariff threats to the EU if they don't purchase more oil and gas from the U.S. Holiday periods can often result in larger than normal market swings. Shares of FDX are higher after earnings and a possible spinoff. NKE is lower after an EPS beat on weak forward guidance. The FDA removed LLY weight loss drug from its drug shortage list. In Europe stocks trading lower with autos, banks and mining stocks falling. Oil prices are falling in the pre-market with forward demand in question.

S&P Futures are positive this morning as market rebound from yesterday's selling pressure. Fed delivered a rate cut and lowered its forward guidance on rates, however the narrative from the fed was rather hawkish which caused heavy selling pressure. Congressional leaders budget deal is running into some stiff pushback from republican lawmakers. Earnings reports after the bell today from NKE & FDX. MU released forward guidance that disappointed the street. Shares of LW are under pressure this morning as company announced earnings along with a new CEO. Lennor (LII) will be joining the S&P 500 on Dec 23rd. Ticker BILL to replace LII in the S&P 400. In Europe stocks trading lower and oil prices are displaying slight losses in the pre-market.

Does the United States have open banking? Well, that depends on how it's defined. If that definition is less about regulation and more about the adoption of a common technical standard for the secure exchange of financial data, then the U.S. is considerably further along. Much of this progress is due to the Financial Data Exchange (FDX), a private non-profit founded in 2018 to unite players across financial services in creating a common standard for consent-driven data sharing. For the final, extra-length episode of Season 5, Kevin Feltes, the new CEO of FDX, joins us to discuss the state of American open banking amidst the regulatory changes unfolding under Section 1033. Eyal and Kevin sit down to talk about all things FDX, sharing the organization's origins, what's in the FDX tool belt to help it punch above its weight, and what it means for FDX to operate at the intersection of regulatory and market forces. Diving into possible futures, they unpack how flexibility is the key to ensuring American open banking continues to grow and thrive. Specifically they discuss:The origins of the Financial Data ExchangeHow the FDX API is member-drivenThe impact of Section 1033 regulationBalancing market and regulatory forcesThe role FDX plays in U.S. open banking

We're back with another episode of The Option Block brought to you by Public. On this episode, we: Discuss the latest in the markets including small caps, tech Talk about the most active equity options for the day including MSTR, PTLR Look at earnings volatility in MU, DRI, FDX, NKE Examine the latest unusual options activity in MLCO, BBAI, RMNI Consider buying put options And much more With your hosts: Mark Longo, The Options Insider Media Group "Uncle" Mike Tosaw, St. Charles Wealth Management Andrew "The Rock Lobster" Giovinazzi, The Option Pit Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our  Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our  Fee Schedule, Order Flow Rebate FAQ, and  Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the  Characteristics and Risks of Standardized Options  to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

S&P Futures are higher this morning as markets start to turn their attention to monetary policy. In the week ahead the FOMC, BOE, BOJ will be making monetary policy announcements. NASDAQ is adding PLTR, MSTR & AXON to the Nasdaq 100 index next week. Earnings reports are due out this week from MU, LEN, GIS, BIRK, CAG, DRI, CTAS, FDX & NKE. Congress must pass a continuing resolution by Dec 20th to avoid a partial government shutdown. In Europe stocks trading lower due to political instability concerns. Oil prices are ticking lower as China's economic data came in mixed.

We're back with another episode of The Option Block brought to you by Public. On this episode, we: Discuss the latest in the markets including small caps, tech Talk about the most active equity options for the day including MSTR, PTLR Look at earnings volatility in MU, DRI, FDX, NKE Examine the latest unusual options activity in MLCO, BBAI, RMNI Consider buying put options And much more With your hosts: Mark Longo, The Options Insider Media Group "Uncle" Mike Tosaw, St. Charles Wealth Management Andrew "The Rock Lobster" Giovinazzi, The Option Pit Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our  Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our  Fee Schedule, Order Flow Rebate FAQ, and  Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the  Characteristics and Risks of Standardized Options  to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

S&P Futures are higher this morning as markets cheer last night's earnings report from AVGO. NASDAQ set to announce a rebalancing of its Nasdaq 100 index. Looking ahead to next week, earnings announcements are due out MU, LEN, PAYX, CTAS, FDX & NKE. FOMC meeting with announcement on Wednesday. The Fed will be updating their Dot Plot at this meeting. Congress needs to pass a continuing resolution by Dec 20th to avoid a partial government shutdown. In Europe stocks trading higher as market anticipate additional rate cuts next year, Oil prices are ticking higher as the Biden Admin is said to be preparing additional sanctions on Russian oil.

Alex Johnson, creator of the Fintech Takes newsletter, and I are happy to bring you the latest episode of our monthly podcast, Fintech Recap, where we unpack some of the biggest stories in fintech, banking, and crypto.This month we had the chance to talk about:* A return to BaaS Island: the FDIC's proposed “Synapse Rule,” Five Star Bank quits BaaS, and the evolving (ha) economics of partner banks* The CFPB accepts comments on FDX as standard-setting organization for 1033 open banking* Department of Justice sues Visa, alleging it has used anticompetitive business practices to maintain an illegal monopoly on the US debit processing market* …and, as always, what Alex and Jason just can't let go ofAre you attending Money2020? Alex and I will be joining Simon Taylor for an invite-only session on “How to Win At Embedded Finance,” sponsored by Sardine, Sonar, LoanPro, and Visa — more info here.If you enjoy listening to this podcast and find value in it, please consider supporting me (and finhealth non-profits!) by signing up for a paid subscription. It wouldn't be possible to do what I do without the support of listeners like you! Get full access to Fintech Business Weekly at fintechbusinessweekly.substack.com/subscribe

In this episode, we dive into BCE's surprising decision to sell its 37.5% stake in MLSE to Rogers, giving Rogers a dominant position in sports ownership.  We break down why Simon thinks this is a missed opportunity for BCE and how they could have avoided it by cutting their dividend to manage debt and overall leverage.  We also discuss the U.S. Federal Reserve's 50 bps rate cut, what it might mean for the markets and the future of interest rates in the US. We then analyze FedEx's most recent earnings and what it's potentially telling us about the current state of the global economy. Finally, we touch on the upcoming vote in A&W's merger, a deal that could unlock significant growth for the fast-food chain.    Tickers of Stocks & ETF discussed: BCE.TO, FDX, AW-UN.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

עקום התשואות MNDY,PLTR ,CEG ,IBM,CRWD ,FDX

Low rates are great for stocks, as long as we're looking at a soft landing. (00:21) Ron Gross and Asit Sharma discuss: - The Fed's 50 bps rate cut, the market's reaction, and what history has to say about cuts this dramatic. - Nike's CEO swap, what went wrong for John Donahoe and whether Elliot Hill has what it takes to turn the company around. - A new partnership masking bad results from Olive Garden, and FedEx's signals about shipping trends. (19:11) Reddit hit the market in 2024, but it's been around as the front page of the internet for almost 20 years. CEO Steve Huffman joined us to talk through how the company stands out in the world of social media with its focus on community, where it has been and where it is heading. (33:26) Ron and Asit break down two stocks on their radar: D.R. Horton and Intel. Stocks discussed: NKE, DRI, FDX, RDDT, DHI, INTC, Host: Dylan Lewis Guests: Asit Sharma, Ron Gross, Steve Huffman Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

S&P Futures are displaying an aggressive leg higher this morning. After a failed rally yesterday, stocks are back in the green as markets across the globe push higher due to yesterday FOMC announcement. This morning, we have the Jobless Claims and Housing data due out. After the bell today FDX, LEN and MLKN are scheduled to release earnings. Boeing is making moves to preserve cash as strike talks stall. The SEC approved a change to market rules to allow many stocks to be quoted in 1/2 cent increments. In Europe, markets are displaying a strong move higher with gains in autos, basic resources and tech, Oil prices are gaining this morning.

We're back with another episode of The Option Block brought to you by Public. We break down what's going on with these markets and we discuss the most active equity options for the day. We talk about earnings volatility this week in DRI, FDX. We also look at unusual options activity in COMP, GALT, KKR. With your hosts: Mark Longo, The Options Insider Media Group Andrew "The Rock Lobster" Giovinazzi, The Option Pit "Uncle" Mike Tosaw, St. Charles Wealth Management Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our  Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our  Fee Schedule, Order Flow Rebate FAQ, and  Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the  Characteristics and Risks of Standardized Options  to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

We're back with another episode of The Option Block brought to you by Public. We break down what's going on with these markets and we discuss the most active equity options for the day. We talk about earnings volatility this week in DRI, FDX. We also look at unusual options activity in COMP, GALT, KKR. With your hosts: Mark Longo, The Options Insider Media Group Andrew "The Rock Lobster" Giovinazzi, The Option Pit "Uncle" Mike Tosaw, St. Charles Wealth Management Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our  Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our  Fee Schedule, Order Flow Rebate FAQ, and  Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the  Characteristics and Risks of Standardized Options  to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

This summer break, we'll be taking a pause from uploading new episodes. However, Jules and Jonathan have handpicked some favorite past episodes for new listeners to enjoy and subscribers to revisit!There's a negative connotation associated with short selling – the act of betting against a stock to perform well. But is this trading practice truly a bad thing? In this episode of All Else Equal: Making Better Decisions, hosts and finance professors Jonathan Berk and Jules van Binsbergen build the case for short selling as a dynamic regulating force in the free market. And an incentive for individuals to investigate and expose fraud.Later in the episode, Jonathan and Jules speak with Marc Cohodes, whose notable short-selling decisions have landed him in hot water with powerful figures all over the world. Cohodes has exposed a series of fraudulent practices – from mortgage lender Novastar to digital finance giant Wirecard, and most recently the cryptocurrency exchange FDX – and shares his view on the role of short sellers to step in where government regulation fails.Submit your questions to the show here: https://bit.ly/AllElseEqualFind All Else Equal on the web: https://www.gsb.stanford.edu/business-podcasts/all-else-equal-making-better-decisionsAll Else Equal: Making Better Decisions Podcast is a production of Stanford Graduate School of Business and is produced by University FM.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

2024 was a year of uncertainty for FedEx and the business of getting goods from A to B. Looking out to 2025, they expect shipping to pick up again. (00:21) Asit Sharma and Dylan Lewis discuss: - Rivian and Volkswagen's partnership and why capital and scale are the name of the game in electric vehicles. - FedEx's year focusing on costs paying off, and what their outlook says about the general macro picture. (15:24) Adam Ante, CFO of Paycor, walks Ricky Mulvey through how the company fits into the landscape of payroll and HR software and the investment thesis behind naming an NFL Stadium. Companies discussed: RIVN, VWAPY, FDX, PYCR, PAYC Host: Dylan Lewis Guests: Asit Sharma, Adam Ante, Ricky Mulvey Producer: Ricky Mulvey Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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S&P Futures are positive this morning with gains being seen in tech stocks. Nivida is scheduled to hold its shareholder meeting tomorrow at noon ET. The economic calendar is active this morning with the key report being the Consumer Confidence data due out 30 min after the opening bell. After the bell today FDX & PRGS are schedule to report earnings. In Europe, markets are lower as weakness in tech and pending elections remain sources of market volatility. Oil prices are ticking lower with Chinese demand concerns in questions. After the bell today watch for the API stockpiles data.

 We're back with another episode of The Option Block brought to you by  Public.  On this episode, we break down the latest news in the markets. We discuss the most active equity options for the day including SMCI, GME, AAPL, and NVDA. We talk about the latest earnings volatility including FDX and MU. We also look at unusual options activity in RXO, HUN, and SID. In our Strategy Block Segment, Mike Tosaw says hedging is cool again. In our final segment, we discuss what options strategy do you anticipate using during this traditionally quiet period until Labor Day.  With your hosts:  Mark Longo,  The Options Insider Media Group  Andrew “The Rock Lobster: Giovinazzi, The Option Pit  “Uncle” Mike Tosaw, St. Charles Wealth Management  Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.  Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document  Supporting documentation for any claims will be furnished upon request.  If you are enrolled in our  Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our  Fee Schedule, Order Flow Rebate FAQ, and  Order Flow Rebate Program Terms & Conditions.  Options can be risky and are not suitable for all investors. See the  Characteristics and Risks of Standardized Options  to learn more.  All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

Mentioned in this Episode: $SPY, $QQQ, $IWM, $NKE, $FDX, $MU, $GIS, $WBA. You are listening to the value investing principles of D'ron Forbes, owner of Division One Finance. The Equity Channel provides the highest quality stock market analysis to individual investors. This is where value investors come to stay up to date with what's going on in the stock market and the economy. This is where beginner investors and traders come to learn about how to maximize their returns. Follow @D1Finance on Twitter and Instagram for more frequent stock research and analysis. Mentioned of Warren Buffett and Berkshire are only due to the current connection to the stock. In no way shape or form are we connected to Buffett or his business.

We're back with another episode of The Option Block brought to you by Public.   On this episode, we break down the latest news in the markets. We discuss the most active equity options for the day including SMCI, GME, AAPL, and NVDA. We talk about the latest earnings volatility including FDX and MU. We also look at unusual options activity in RXO, HUN, and SID. In our Strategy Block Segment, Mike Tosaw says hedging is cool again. In our final segment, we discuss what options strategy do you anticipate using during this traditionally quiet period until Labor Day.   With your hosts: Mark Longo, The Options Insider Media Group Andrew “The Rock Lobster: Giovinazzi, The Option Pit “Uncle” Mike Tosaw, St. Charles Wealth Management Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

S&P Futures are slightly lower this morning as the recent AI rally is starting to fade. Canada is said to be considering tariffs on Chinese electronic vehicles. Markets to focus on the release of Purchasing Manager data due out after the open. FDX, MU & NKE are set to release earnings next week. In Europe, markets are negative as Flash PMI data in Europe came in weaker than expected. Oil prices are tick slightly lower but remain on track for a weekly gain. European PMI data is said to be the catalyst for this morning's weakness.

S&P Futures are positive this morning with markets continuing to display strength mainly due to the Fed's continuation of 3 rate cuts in 2024. The economic calendar is void of any market moving reports today, however the Fed is scheduled to hold a Fed Listens event. Earnings were mixed yesterday after the close, FDX is higher, LULU and NKE are trading lower this morning. A ceasefire proposal is likely to be presented at the UN today. European markets are higher, retail sales data out of the U.K was positive and Oil prices have turned higher this morning.

In the recent earnings call by FedEx, CEO Raj Subramaniam shared with investors the financial outcomes of various operational categories of the company. According to him, FedEx realized $290 million in their surface network, $110 million of savings in air network and international operations, and $150 million of G&A. These numbers pave the way for a comprehensive discussion on the company's current performance and strategic initiatives, which are aimed at maintaining robust growth and profitability. Despite facing a multitude of market challenges, FedEx has persistently demonstrated its operational resilience and adaptability. Over a period marked by constant hurdles, FedEx has consistently expanded its operating income margin for three consecutive quarters. This demonstrates the company's ability to handle challenges within its operational scope and ferry forward its transformational strategies. According to statements made during the earnings call, these strategies predict a promising future for FedEx marked by sustainable growth in margin and value creation for stakeholders. A number of factors have contributed to this delivery services giant's success. The ground segment, in particular, has shown promising results, enhancing operating income and margin through cost savings and yield improvements. FedEx's DRIVE initiative has led to significant improvements in cost reduction and profitability. Additionally, the Tricolor strategy has proved beneficial in optimizing asset utilization, profitability, and service levels across the network. The FDX commerce platform, a data-focused infrastructure, streamlines the customer journey and promotes business growth. FedEx also emphasized enhancements in service levels, especially within the Ground segment, which positions it as a competitive player in the sector during peak business times. When discussing future objectives and investments, as stated during the earnings call, FedEx's focus remains on its transformation efforts, including the DRIVE and Network 2.0 initiatives. The goal is to improve long-term productivity and efficiency. The company also has plans to unify and consolidate its operations to streamline business processes. They are highlighting digital solutions, evident in the FDX commerce platform and the recent induction of a Chief Digital and Information Officer. To improve the Express business, FedEx plans on aligning the air network more closely with market demands and focusing on enhancing profitability through proactive cost management and operational improvements. However, the earnings call lacked direct commentary from the CEO on the specifics of the current strategic initiatives, which could have provided deeper insights into the company's future direction and focus areas. Based on what FedEx revealed in its earnings call, understanding FedEx's current situation underscores its stable financial health, the strategic reasons behind its achievements, and its unrelenting intent for future growth driven by improved efficiency and innovation. The concluding note remains that while FedEx is laying the foundation for continual excellence in service delivery and operational performance, the realities of the market could still present unknown challenges in executing these strategies and realizing planned outcomes. As with any business scenario, these forward-looking statements are best understood as the company's strategic intents in response to market dynamics, serving as an indicator rather than a guarantee for future performance. FDX Company info: https://finance.yahoo.com/quote/FDX/profile For more PSFK research : www.psfk.com  This email has been published and shared for the purpose of business research and is not intended as investment advice.

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S&P Futures are displaying solid gains this morning as yesterday's Fed news is sparking a rally in equities. Fed Chairman Jerome Powell was dovish in his press conference. This morning's PMI data for manufacturing and services will be widely watched. On the earnings front, Micron delivered a positive report sending the shares higher. This afternoon we have reports due out from NKE, FDX & LULU. Apple shares are week as an announcement from the DOJ is expected today. European markets are higher, there is a BOE rate decision today and Oil prices are displaying weakness this morning.

S&P Futures are trading higher this morning as markets await monetary decisions from the BOJ, FOMC & the BOE this week. The BOJ is expected to hike interest rates while the FOMC & the BOE are expected to leave rates unchanged. Wednesday announcement will include an update to the Feds Dot Plot which is expected to show Fed members penciling in 2 rate cuts this year, down from 3. Apple is said to be in talks with Google over the use of its Gemini AI tool in its new iPhone. Nivida GTC Developers conference starts today, Keynote address to discuss the company's latest AI offerings. President Biden is expected to announce a chip grant on Wednesday in Arizona. Earning announcement this week include MU, FDX, LULU & NKE. In Europe, markets are mainly higher. Oil prices are also positive this morning with both contracts at 3-month highs.

S&P Futures are trading higher this morning ahead of multiple economic releases due out this morning. Markets expected to have some near-term volatility as there is a FOMC meeting next week. June rate cut expectations are falling. Key take away from next week's meeting is likely to be a revised Dot Plot. The BOJ is expected to announce an increase in interest rates on Monday. Chip stocks under pressure this morning as China urges EV makers to buy chips domestically. Next week, watch for earnings announcements from MU, FDX, LULU & NKE. In Europe, markets are mainly higher Oil prices are lower, but expected to finish the week with a strong weekly gain.

Thank you to everyone who attended last night's special live event: Crypto 2024.   For anyone who missed it, I start today's show with a recap of the biggest highlights, including: the paradigm shift taking place across the crypto space right now… the major catalysts that will send Bitcoin shooting higher… the REAL reason politicians want to ban digital assets (spoiler: it's all about control)... and why crypto offers investors an opportunity unlike anything I've seen in my 30-year career. I also explain how my crypto gains have changed my life.   If you missed the event, don't worry… You can watch the replay at CurzioCrypto.com.   FedEx (FDX) plunged more than 10% today following an ugly earnings report. I highlight the company's biggest failure… why I wouldn't buy FDX on this pullback… and one stock that will benefit from FedEx's struggles.   In this episode Highlights from Crypto 2024 [0:30] Huge upcoming catalysts for Bitcoin [5:30] Why stocks can't compete with the opportunity in digital assets [26:30] The REAL reason politicians hate crypto [39:39] My house was built with crypto gains [44:35] What's behind FedEx's ugly earnings [47:50] This stock will benefit from FedEx's failure [53:42]   Watch the Crypto 2024 replay at: https://secure.curzioresearch.com/crypto-2024-live/?utm_source=Libsyn&utm_medium=231220_cci_crypto24_gy_wsu_inline_podcast&utm_campaign=2312-CCI-Crypto24-GY&utm_term=inline&utm_content=Libsyn   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

Office real estate appraisals are seeing haircuts worse than the depths of the great financial crisis.  (00:21) Ron Gross and Matt Argersinger discuss: - The Fed walking its talk and maintaining the expectation of another rate hike. - How office real estate is showing signs of trouble, but shouldn't be weighing down all REITs. - The latest on UAW, WGA, SAG-AFTRA strikes and one metric that shows the gap between company results and worker pay.  (19:11) Justin Hotard, Heads up Hewlett Packard Enterprise's High Performance Computing & Artificial Intelligence segments – breaks down misconceptions around artificial intelligence, and the best ways you can start learning more and understanding the AI future.  (33:22) Ron and Matt break down two stocks on their radar: Fairfax Financial and Nike.. Stocks discussed: WPC, FDX, GIS, NFLX, WBD, F, GM, FRFHF, NKE,  Pullback stocks report – info about the 5 stocks and joining Stock Advisor available at Fool.com/Pullback. Existing Motley Fool premium members can access the report here.  Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Sanmeet Deo, Justin Hotard Engineers: Dan Boyd 

Interest rates are paused but the hikes may not be over yet. (00:21) Bill Mann and Deidre Woollard discuss: - What metrics the Fed is looking at before its next meeting. - How FedEx's business has evolved over time. - The traits a good chief financial officer should have. (14:52)  Tom King and Deidre Woollard explore how TransMedics is building a complete organ transplantation supply chain. Companies discussed: FDX, UPS, TMDX Host: Deidre Woollard Guests: Bill Mann, Tom King Producer: Ricky Mulvey Engineer: Dan Boyd

Lots of stock talk today as we play the game that educates, amuses, and enriches us all. And, it's the 25th edition of the show, so we've brought back two returning champions to play against each other and against you, Fool! In the end we're all winners on the Market Cap Game Show. Companiers Discussed: MAR, ATVI, ASR, TSCO, FDX, COIN, NFLX, SMAR, PATH, FUN, MRNA Host: David Gardner Guests: Bill Mann, Emily Flippen Producer: Rick Engdahl

Freight company Yellow stopped operations and a bankruptcy is expected as the next move. (00:21) Bill Barker and Deidre Woollard discuss: - Why Yellow shut down and what place it occupied in the world of trucking. - SoFi's strong quarter and what it needs to become profitable. - Tupperware and the danger of meme stocks. (19:39)  Mauro Guillén, author of “The Perennials”, makes the case for abandoning traditional generational views of society, career development, and retirement. Companies discussed: YELL, SOFI, TUP, ODFL, FDX, XPO Host: Deidre Woollard Guests: Bill Barker, Mauro Guillén Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers