Podcasts about take on

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  • 165EPISODES
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  • 5WEEKLY NEW EPISODES
  • Jun 18, 2025LATEST
take on

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Best podcasts about take on

Latest podcast episodes about take on

WSJ's Take On the Week
How Has Investing in DEI and ESG Changed Under Trump?

WSJ's Take On the Week

Play Episode Listen Later Jun 18, 2025 22:05


With companies like Target blaming DEI backlash for lower sales while competitors like Costco are seeing boosts in foot traffic, how can a company's DEI commitments affect investors with a socially conscious approach to investing?  In this special bonus episode of WSJ's Take On the Week, guest host Miriam Gottfried is joined by Rachel Robasciotti, founder and Co-CEO of investment firm Adasina Social Capital. Adasina runs an exchange-traded fund dedicated to it called “social justice investing” that holds Nvidia, Visa, Mastercard and Eli Lily, among many other companies. Robasciotti says the companies in the fund must check the box on more than 80 metrics the firm has assembled related to racial, gender, economic and climate justice. Robasciotti shares her views on the financial advantages of social conscious investing and how Adasina measures a company's social impact to provide investors' portfolios with more transparency. Plus, she shares the importance of DEI principles in light of the Trump administration's policy changes to DEI.  This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.  Further Reading Dive Deeper Into ESG Investing  Don't Call It ESG, Call It Resilience  Boycotting Target: A WSJ Podcast Series  Target's Sales Dented by DEI Boycott  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ's Take On the Week
Is Investing in Treasury Bonds Still Low Risk? Bank of America Strategist Weighs In

WSJ's Take On the Week

Play Episode Listen Later Jun 15, 2025 24:28


On WSJ's Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by explaining how financial trading platform Robinhood's stock may tell investors what they need to know about the markets right now. They discuss how company's CEO, Vlad Tenev, recently visited the White House to discuss “MAGA Accounts,” President Trump's proposal for a new tax-preferred savings account for children. Plus, with the Federal Reserve's next interest-rate decision coming this week, the hosts share how tariffs may play a role in the question of when to cut rates.  Later on the show, Meghan Swiber, senior U.S. rates strategist at Bank of America's investment banking arm BofA Securities, shares the latest happenings with the world's largest bond market, the U.S. Treasury. Long-term Treasury bond yields have risen in recent months, raising concerns that U.S. or international investors are backing away from assets that are usually considered risk-free. She explains what's going on, and how investors should think about volatility in what usually feels like a placid part of the market. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.  Further Reading   ‘MAGA Accounts': What to Know About the $1,000 Child Savings Pitch in the Tax Bill  The Case for Rate Cuts Is Growing  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ's Take On the Week
Moody's Chief Economist on Recession Fears and How Politics Shapes the Economy

WSJ's Take On the Week

Play Episode Listen Later Jun 8, 2025 30:34


On WSJ's Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by looking at why rare earth magnets remain at the center of trade talks with China. Why are business leaders like Elon Musk and Jamie Dimon critical of President Trump's tax and spending bill, and what does it mean for bonds and the deficit? Plus, we take a look at inflation ahead of this week's CPI report. Later on the show, Mark Zandi, chief economist of Moody's Analytics, gives his take on all the policy balls in the air and how where they land will affect the economy. He shares which economic barometers he's keeping an eye on – from employment rates and immigration to inflation and consumer sentiment – and which give him confidence in a resilient U.S. economy. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.  Further Reading   Automakers Race to Find Workaround to China's Stranglehold on Rare-Earth Magnets  Why the U.S. Economy Will Muddle Through Trump's Tariffs. Probably.  U.S. Economy Shows Remarkable Resilience in Face of Trade Turmoil  What the U.S.-China Tariff Rollback Means for the American Economy  Trump Downplays Economic Concerns as He Looks to Cut Trade Deals  For more coverage of the markets and your investments, head to WSJ.com , WSJ's Heard on The Street Column, and WSJ's Live Markets blog . Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ's Take On the Week
JPMorgan's David Kelly on Why Investors Should Turn to Global Markets

WSJ's Take On the Week

Play Episode Listen Later Jun 1, 2025 31:17


On WSJ's Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by diving into the latest tariff updates. What does the ruling from the U.S. Court of International Trade mean for investors? Plus, the co-hosts look ahead to the upcoming jobs report for insight on economic uncertainties, including what indicators may point toward a recession.   Later on the show, David Kelly, J.P. Morgan Asset Management's chief global strategist and head of the firm's global market insights strategy team, explains why international markets are outperforming the U.S. and what the ongoing trade tensions mean for investors' portfolios. He shares insights on the weakening U.S. dollar, the importance of global investment diversification, and which regions investors should keep in mind. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading   Tariff Ruling Is a Setback for Trump but Doesn't End Trade War  How the Reversal of the ‘American Exceptionalism' Trade Is Rippling Around the Globe  As Markets Swooned, Pros Sold—and Individuals Pounced  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Course Creators HQ
E234: Course Mkt Challenge #1 - Marketing Brain Fog? Start Here

Course Creators HQ

Play Episode Listen Later May 26, 2025 17:43


Feeling lost about how to market your course? This episode will help! Use the five action steps to get out of the marketing fog and into clarity about what to do next with host Julie Hood. Get the full links and show notes at https://CourseCreatorsHQ.com/234     RELATED EPISODES   E229: Challenge to Take On a New Channel as a Course Creator  E223: 3 Key Decisions for Online Course Creators in 2025  E222: 7 P's of Marketing an Online Course to Skyrocket Sales  E194: Braindumping to Sell More Online Courses  E170: Are you a Visionary or an Implementer?    KEY TAKEAWAYS FOR ONLINE COURSE CREATORS    

WSJ's Take On the Week
What Weak Home Sales Mean for Investors

WSJ's Take On the Week

Play Episode Listen Later May 18, 2025 29:51


On WSJ's Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried start the show off by diving into President Trump's latest trade deals. They then get into the president's push to cut drug prices and how pharmaceutical stocks reacted to the news. Telis and Miriam also talk about the slew of housing data and home-improvement stock earnings, including Home Depot and Lowe's, expected this week and what it could tell us about the state of the housing market amid the spring home-buying season.  Later on the show, Jim Egan, Morgan Stanley U.S. housing strategist, joins Telis and Miriam to talk about what it will take to unlock the housing market. They get into mortgage rates, home equity and what it all means for buyers, sellers and investors. One bit of housekeeping: We'll be on vacation next week and will be back with a new episode on June 1.  This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading   The Spring Home Sales Season Is Shaping Up to Be a Dud  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog.   Sign up for the WSJ's free Markets A.M. newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ Your Money Briefing
WSJ's Take On the Week: Kyla Scanlon on Navigating Financial Advice on Social Media

WSJ Your Money Briefing

Play Episode Listen Later May 11, 2025 26:22


In this special bonus episode of WSJ's Take On the Week, co-host Telis Demos is joined by social-media content creator and economic commentator Kyla Scanlon, who has helped transform how younger generations, specifically Gen Z, are engaging with news about the economy and finance.  Through platforms like TikTok, Instagram and Substack, Scanlon has cultivated a dedicated audience of more than half a million people by simplifying complex economic data with creativity and humor. Recognized for coining the term “vibecession,” to highlight the disconnect between economic data and consumers, Scanlon has garnered attention from White House advisers and the Federal Reserve.  In this episode, we'll explore how economic trends like meme stocks (think GameStop and AMC) and cryptocurrencies are changing things for younger investors. Plus, we chat about best practices to consider when using social media for financial advice and how to avoid the “bad actors” that are spreading misinformation or scamming people. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading The 27-Year-Old Economic Adviser for Gen Z  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ's Take On the Week
Why This Harvard Economist Is Worried About the U.S. Dollar

WSJ's Take On the Week

Play Episode Listen Later May 11, 2025 26:38


On WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the most recent Federal Reserve meeting and Chair Jerome Powell's wait-and-see approach. They then get into Wall Street's latest obsession: following shipping data for indications on how the economy is faring. The co-hosts also get into what to expect from Walmart's earnings later this week and Warren Buffett's remarks at the recent Berkshire Hathaway annual meeting.  Later on the show, Harvard economist and former IMF chief economist Ken Rogoff joins to talk about why he thinks the purchasing power of the U.S. dollar is in decline and his new book “Our Dollar, Your Problem.” The co-hosts and Rogoff also dive into what the dollar's waning supremacy means for consumers and investors and what it has to do with the “American exceptionalism” trade. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading To read more from our hosts, catch up on Wall Street Is Watching This Shipping Data to Gauge Tariff Impact and Car Insurance Rates Were Ready to Drop. Then Tariffs Came Along. What the Weak Dollar Means for the Global Economy  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ's Take On the Week
Bonus: Kyla Scanlon on Navigating Financial Advice on Social Media

WSJ's Take On the Week

Play Episode Listen Later May 7, 2025 25:35


In this special bonus episode of WSJ's Take On the Week, co-host Telis Demos is joined by social-media content creator and economic commentator Kyla Scanlon, who has helped transform how younger generations, specifically Gen Z, are engaging with news about the economy and finance.  Through platforms like TikTok, Instagram and Substack, Scanlon has cultivated a dedicated audience of more than half a million people by simplifying complex economic data with creativity and humor. Recognized for coining the term “vibecession,” to highlight the disconnect between economic data and consumers, Scanlon has garnered attention from White House advisers and the Federal Reserve.  In this episode, we'll explore how economic trends like meme stocks (think GameStop and AMC) and cryptocurrencies are changing things for younger investors. Plus, we chat about best practices to consider when using social media for financial advice and how to avoid the “bad actors” that are spreading misinformation or scamming people. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading The 27-Year-Old Economic Adviser for Gen Z  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ What’s News
Goldman Vice Chairman and Former Fed Official Kaplan on Rate-Cut Dilemma

WSJ What’s News

Play Episode Listen Later May 4, 2025 32:49


Will the Federal Reserve cut interest rates this year? How is Fed Chair Jerome Powell and central bankers thinking about recent volatility in financial markets? This week, we're bringing you an episode of WSJ's Take On the Week, where hosts Telis Demos and Gunjan Banerji talk to the people closest to the hot topics in markets to get incisive analysis on the big trades, key players in finance and business news. Gunjan and Telis talk to Rob Kaplan, vice chairman at Goldman Sachs and former president and CEO of the Federal Reserve Bank of Dallas, about the central bank's tough task ahead to lower inflation. They also dive into President Trump's recent remarks about Powell and the Fed independence debate. If you like this episode, check out more of WSJ's Take On the Week. Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ's Take On the Week
Goldman Vice Chairman and Former Fed Official Kaplan on Rate-Cut Dilemma

WSJ's Take On the Week

Play Episode Listen Later May 4, 2025 32:06


Will the Federal Reserve cut interest rates this year? How is Fed Chair Jerome Powell and central bankers thinking about recent volatility in financial markets? Rob Kaplan, vice chairman at Goldman Sachs and former president and CEO of the Federal Reserve Bank of Dallas, joins WSJ's Take On the Week. Co-hosts Gunjan Banerji and Telis Demos and Kaplan discuss the central bank's tough task ahead to lower inflation. They also dive into President Trump's recent remarks about Powell and the Fed independence debate. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading To read more from co-host Telis Demos, catch up on Inflation Fear Is Making Some People Spend More—and Others Less. Why Trump Decided Not to Try to Fire Jerome Powell  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ's Take On the Week
Can Buffett Bets Like Coke, Food Brands Recession-Proof Your Portfolio?

WSJ's Take On the Week

Play Episode Listen Later Apr 27, 2025 29:54


On WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos start the show by discussing the divergence between consumer sentiment and hard economic data, and whether we'll see any sign of market softening in the forthcoming jobs and GDP reports. Then, all that glitters IS gold. The co-hosts talk about gold's recent all-time highs. They also dig into whether the Magnificent Seven trade may be on the downswing.  Later on the show, Markus Hansen, portfolio manager and senior research analyst of Vontobel Asset Management, joins the podcast to talk about whether the current moment of economic uncertainty is the time for household food and beverage brands, like Coca-Cola and Mondelez, the company behind Oreo, to shine. They also talk about Warren Buffett's legendary investment philosophy and his company Berkshire Hathaway's stake in Coca-Cola. They also dive into diversifying into international investments, and how the technology and luxury sectors are faring. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading To read more from our hosts, catch up on Huge Stock Swings Are the New Normal for Frazzled Investors and How Long Will Big U.S. Banks Continue to Lead the World  Consumer Staples Gain on Rush to Safety After Tariffs Spark Market Rout  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.  

Space Bar Podcast
Space Bar 281 – Bondsman x Kong

Space Bar Podcast

Play Episode Listen Later Apr 20, 2025 105:53


Invincible S3 Doctor Who Godzilla x Kong The new empir The Bondsman S1 Black Mirror S7 We have a ghost One Piece S1 Sam Conniff Allende - Be More Pirate: Or How to Take On the World and Win  How pirates changed the course of history, and how you can too | Sam Conniff Allende | TEDxClapham - https://www.youtube.com/watch?v=yYlTJFqVd08 offtopic: Black Bag offtopic: Reacher S3 44 Harsh Truths About Human Nature - Naval Ravikant (4K) - https://www.youtube.com/watch?v=KyfUysrNaco The End of Europe Is Coming - https://www.youtube.com/watch?v=GDy7Q8iAtFg

Steady Lads
Is This The End of Steady Lads?

Steady Lads

Play Episode Listen Later Apr 18, 2025 88:55


Is this the end of Steady Lads?! Not quite, but the show is gonna be less frequent from here on out. But to end regularly scheduled programming on a high note, we're joined by a special surprise guest and OG Lad, Thiccy! A big thanks to all the fans. We'll see you again!If you're looking for a video editor/producer make sure to reach out to our producer Brad on X or email:Brad's X: https://x.com/livefreeordefiEmail: brad@getwiredtight.comThanks for tuning in, and make sure to Like, Subscribe, and turn on Notifications so you get alerted the next time we're back up! In Episode #91 we cover:00:00 Stream Starts Soon…00:32 Is This The End of Steady Lads?08:37 The $OM Crash13:23 Thiccy Joins The Lads Again!24:38 Base Is For Everyone Contentcoin Drama32:57 Thiccy's Take On the Next 4 Years37:10 Gold's Performance 44:14 The Dollar Milkshake Theory 52:07 Audience Q&A1:16:51 Pasta of the Week

WSJ's Take On the Week
Consumer Spending Under Tariffs: Pimco Manager on What Investors Can Watch For

WSJ's Take On the Week

Play Episode Listen Later Apr 13, 2025 25:30


On WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the markets' reaction to the latest developments in President Trump's tariffs policies. They talk about the “buy the dip” trade and weigh in on “the stock market isn't the economy” debate. The hosts also discuss what's going on with Treasurys. Later on the show, Kris Kraus, a managing director and portfolio manager at one of the world's largest bond managers, Pimco, joins the podcast to give us a pulse check on the health of consumers, including their debt, from mortgages to auto loans. He shares what we should—and shouldn't—be worried about as tariffs start to hit our pocketbooks and portfolios. Kraus also talks about what he'll be looking out for in upcoming earnings from credit card companies, like American Express and Capital One, for clues on where consumers are headed. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading To read more from co-host Gunjan Banerji, catch up on When Does a Market Dive Hit the Rest of the Economy? and Market Rout Shatters Long-Held Beliefs on Investing  Live Q&A: What's Happening With the Markets?—Our Reporters Answered Your Questions  Trump U-Turn Halts the ‘Sell Everything American' Trade, but the Fallout Remains  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog.   Sign up for the WSJ's free Markets A.M. newsletter.  

WSJ's Take On the Week
Bonus: Trump's Tariff Backtrack Rocked Markets. What Do Investors Need to Know?

WSJ's Take On the Week

Play Episode Listen Later Apr 11, 2025 16:51


In this special bonus episode of WSJ's Take On the Week, we dive into the most pressing questions for investors about tariffs and markets following the news of President Trump's 90-day pause on some of his largest import taxes. Co-host Telis Demos is joined by two friends of the show, WSJ reporter Miriam Gottfried and investing columnist Spencer Jakab. They get into which sectors are most exposed to tariffs, how consumer-facing companies such as Restoration Hardware and car-parts sellers have been affected, the political calculus behind the tariffs, and what the repeated policy shifts mean for the dollar as the world's reserve currency. Further Reading Live Q&A: What's Happening With the Markets?—Our Reporters Answered Your Questions Trump U-Turn Halts the ‘Sell Everything American' Trade, but the Fallout Remains  ​​Democrats Seek Trading Probes After Trump's Tariff U-Turn  Trades Before Trump Tariff Post Draw Scrutiny  Sign up for the WSJ's free Markets A.M. newsletter written by Spencer Jakab. 

WSJ What’s News
What to Watch for This Earnings Season as Trump's Tariffs Come Into Play

WSJ What’s News

Play Episode Listen Later Apr 6, 2025 31:14


President Trump's latest tariff policy announcement has rocked companies, markets and investment portfolios. To get into what they mean for Americans from Main Street to Wall Street, What's News brings you an episode of our sister podcast WSJ's Take On the Week, where co-hosts Telis Demos and Miriam Gottfried discuss tariffs, Trump's trade war and the upcoming first quarter earnings season. Christine Short, head of research of Wall Street Horizon, which is part of the financial services company TMX Group, discusses how companies are dealing with tariffs. You can also listen to this episode on WSJ's Take On the Week. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading To read more from our co-hosts, catch up on Wall Street Facing Toughest Test in Years and Banks Don't Pay Tariffs, but Tariffs Will Cost Them. What to Know About Trump's Latest Tariffs  A Market-Rattling Attempt to Make the American Economy Trump Always Wanted  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ's Take On the Week
What to Watch For This Earnings Season As Trump's Tariffs Come Into Play

WSJ's Take On the Week

Play Episode Listen Later Apr 5, 2025 31:42


EARLY DROP!!! We know tariffs and markets are on your mind so we're dropping this episode ahead of time to give you even more time to plot out how to take on your week!  On WSJ's Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried get right into President Trump's unveiling of his latest tariff policies. Then, they discuss the upcoming first quarter earnings results season. They talk about why they're curious regarding what Delta Air Lines and used-car retailer CarMax have to say when the companies report earnings later this coming week. Later on the show, Telis and Miriam dive deeper into corporate earnings season with Christine Short, head of research of Wall Street Horizon, which is part of the financial services company TMX Group. They talk about what Trump's trade war means for automotive companies, including General Motors and Ford, and what forward-looking guidance from companies like Dollar Tree, Southwest Airlines, Walmart and others could offer as a clue into how the corporate world is dealing with tariffs. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading To read more from our co-hosts, catch up on Wall Street Facing Toughest Test in Years and Banks Don't Pay Tariffs, but Tariffs Will Cost Them.  What to Know About Trump's Latest Tariffs  A Market-Rattling Attempt to Make the American Economy Trump Always Wanted  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. 

WSJ's Take On the Week
Recession vs. Stagflation and Jobs. Economist Weighs in on What's Next

WSJ's Take On the Week

Play Episode Listen Later Mar 30, 2025 26:03


On WSJ's Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried dive into the impending 25 percent tariffs that are set to be placed on global automotive imports to the U.S. Then, we explore what the bond market tells us and what a decrease in the U.S. Treasury yields means for investors. Plus, is the IPO market buzzing? Provider of specialized cloud-computing services, CoreWeave, is the latest company to debut for trading. With companies like StubHub, eToro, and Klarna also announcing public offerings, does this mean more deals are on the horizon? Later on the show, Telis and Miriam discuss what we can expect from the forthcoming jobs report and how it will offer a big clue to where the economy is heading with Aditya Bhave, a senior U.S. economist for Bank of America's investment banking arm BofA Securities. Bhave shares his take on why concerns of stagflation may be "overstated" and why there's no margin for error on the Federal Reserve's inflation mandate. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading Corporate America's Euphoria Over Trump's ‘Golden Age' Is Giving Way to Distress  Trump Considers More Limited Tariff Plans  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. 

WSJ's Take On the Week
This Alternative Investor's Take on How Trump Policies Weigh on Businesses

WSJ's Take On the Week

Play Episode Listen Later Mar 23, 2025 27:44


On WSJ's Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried dive into a smorgasbord of forthcoming macroeconomic data that will illustrate how the economy is faring since President Trump's inauguration. Then, Telis shares what investment bank Jeffries's forthcoming fiscal-quarter report could tell us about the state of mergers and acquisitions on Wall Street. And it's baseball season, folks! The co-hosts talk about the latest deal between the San Francisco Giants and private-equity firm Sixth Street. Later on the show, Telis and Miriam discuss whether middle-market businesses, which include a huge swath of the American workforce, are holding strong as the threat of tariffs continues and chatter about economic uncertainty intensifies with Michael Smith. He's the co-head of credit at Ares Management, an alternative investment manager that lends to more than 500 midmarket companies. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading To read more from co-host Telis Demos, catch up on Tariffs Are a Risk for Midsize Businesses, and Their Lenders. To read more from guest co-host Miriam Gottfried, catch up on An Insurer Taps Its Financial-Adviser Network to Sell Private-Market Funds. Google Strikes $32 Billion Deal for Cybersecurity Startup Wiz  America's Pastime Is Being Completely Transformed—by Japan  MLB Plots a New TV Model After Striking Out With ESPN  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog.   Sign up for the WSJ's free Markets A.M. newsletter.  

WSJ's Take On the Week
What Uncertainty From Trump's Tariffs Means for the Fed, Interest Rates

WSJ's Take On the Week

Play Episode Listen Later Mar 16, 2025 24:00


The Federal Reserve is often a key player in the markets. Now with investors uncertain about the economic outlook and the general policy volatility of the Trump administration, people are closely watching whether the Fed and Chair Jerome Powell might ride to the economic rescue in the near future. In a special interview-only episode, WSJ's Take On the Week co-host Telis Demos talks with Ed Al-Hussainy, global interest rate strategist at asset manager Columbia Threadneedle Investments, about what we can expect from the upcoming Federal Reserve meeting, how policies in Washington are intersecting with the central bank's mission, and what investors should do in midst of uncertainty. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading To read more from co-host Telis Demos, catch up on Consumers Keep Bailing Out the Economy. Now They Might Be Maxed Out.  Wall Street Fears Trump Will Wreck the Soft Landing  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.  

WSJ What’s News
The Long Journey Home for Migrants Turned Away From the U.S.

WSJ What’s News

Play Episode Listen Later Mar 11, 2025 13:58


P.M. Edition for Mar. 11. New policies effectively closing the U.S.'s southern border are pushing some migrants to turn back around. WSJ Latin America bureau chief Juan Forero caught up with some of them on their long journey home. Plus, the U.S. resumes intelligence sharing and military support to Ukraine after Kyiv agrees to a 30-day cease-fire. And consumers' spending—sometimes on credit cards—has kept the U.S. economy afloat. Telis Demos, Heard on the Street writer and co-host of the Take On the Week podcast, joins to discuss whether Americans may now be overstretched on debt. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ's Take On the Week
Inflation, the Fed, Tariffs and Immigration. An Economist Weighs In.

WSJ's Take On the Week

Play Episode Listen Later Mar 9, 2025 25:49


The Consumer Confidence Index had its biggest drop in more than three years in February. We're at a crossroads moment in the economy. Uncertainty is back, according to financial experts and consumers alike. In a special interview-only episode, WSJ's Take On the Week co-host Telis Demos talks with Seth Carpenter, Morgan Stanley's chief global economist, about where we are in the fight against inflation and what that means for the stock market, the Federal Reserve, and more. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading The Two-Headed Monster Stalking the Economy Has a Name: Stagflation  How Uncertainty From Trump's Tariffs Is Rippling Through the Economy  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.  

WSJ's Take On the Week
What Trump's Tariff Agenda Means for Markets

WSJ's Take On the Week

Play Episode Listen Later Mar 2, 2025 26:51


On WSJ's Take On the Week, co-host Telis Demos talks with reporter Miriam Gottfried about what is driving a slide in 10-year Treasury yields. Then they get into the upcoming jobs report and whether any DOGE-related shakeups in the federal workforce could be reflected in the data. They also discuss the flurry of tariff-related developments ahead of a deadline this week for proposed taxes on imports from Canada and Mexico. Later on the show, Telis dives into what President Trump's tariff agenda could mean for the economy and markets with Chad Bown, a senior fellow at the Peterson Institute for International Economics and former chief economist for the U.S. Department of State in the Biden-Harris administration.  This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading   To read more from co-host Telis Demos, catch up on PayPal Needs Help From Its Oldest Friends—Consumers. The Economy Is Still Fine. Americans Are Still Gloomy  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.  

WSJ's Take On the Week
What to Know About AI and the Nuclear Power Trade

WSJ's Take On the Week

Play Episode Listen Later Feb 23, 2025 24:49


On WSJ's Take On the Week, co-host Telis Demos talks with reporter Peter Rudegeair about this coming week's latest inflation gauge, the personal-consumption-expenditures price index, or PCE, and what's going on with the price of eggs. Then they dive into what to expect from the slew of forthcoming housing data and what that could signal about mortgage rates. They also discuss Nvidia, Vistra and Constellation Energy earnings. Later on the show, Telis and Peter are joined by Chris Hansen, founder and portfolio manager of the hedge fund Valiant Capital Management, to talk about AI-related stocks beyond the tech companies investing in AI, including Amazon, Microsoft and Meta, and chipmakers such as Nvidia. They discuss the power companies that provide the extra electricity that fuels data centers needed to support AI and how power companies may also be long-term winners in the AI race. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading and Listening To read more on energy stocks from guest co-host Peter Rudegeair, catch up on Tech-Loving Hedge Funds Have a Crush on Utility Stocks. Listen to Bold Names: Salesforce CEO Marc Benioff and the AI ‘Fantasy Land'.  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.  

WSJ What’s News
The U.S. Sits Down With Russia

WSJ What’s News

Play Episode Listen Later Feb 18, 2025 11:23


A.M. Edition for Feb. 18. The Trump administration tries to reset relations with Moscow and lay the groundwork for an agreement to end the Ukraine war. WSJ correspondent Michael R. Gordon dials in from Riyadh, where the talks are under way. Plus, a Delta Air Lines regional jet crashes and flips over while landing in Toronto, but all passengers and crew survive. And WSJ's Take On the Week looks at what's behind Walmart's winning retail strategy. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Course Creators HQ
E230: Are You Making These Mistakes with Your Online Course Marketing?

Course Creators HQ

Play Episode Listen Later Feb 18, 2025 16:14


In this episode, host Julie Hood shares some of the most common mistakes experts and advisors make when marketing their businesses - so you can avoid them! These mistakes are pulled from the free ebook, Leadsology, by Tom Poland. Get the book and the links at https://CourseCreatorsHQ.com/230.    LINKS MENTIONED   Get the full Leadsology ebook by Tom Poland for free - along with all 16 mistakes and the  10-Step In Demand Lead Generation Model (aff. link) at:   https://CourseCreatorsHQ.com/LeadsologyEbook        RELATED EPISODES   E081: Where Should You Broadcast Your Message?E137: You Don't Have to Niche Your Online CourseE068: Top 6 Mistakes Course Creators MakeE229: Challenge to Take On a New Channel as a Course CreatorE054: 9 Ways Course Creators Build Belief with Potential StudentsKEY TAKEAWAYS FOR ONLINE COURSE CREATORS    As noted in the Leadsology ebook (get all 16 mistakes here).Mistake #1: Putting tactics before strategy.  Mistake #2: Random acts of marketing.   Mistake #3: Relying on word-of-mouth marketing.   Mistake #4: Copying a high-flow model.   Mistake #5: Offering a traditional service.   Mistake #6: A failure to niche.   Mistake #7: A failure to respect pipeline principles.   Mistake #8: Lack of lead generation scalability.   Mistake #9: Failure to establish know, like and trust (per Julie: and belief!)Mistake #12: Thinking that cheaper prices will increase demand. COME VISIT JULIE!  Get on the email list AND get the FREE Ultimate Course Creators Planner -  https://coursecreatorshq.com/2025PlannerPodcast   Get this free course -  Is My Course Idea Any Good? here -https://www.coursecreatorshq.com/ideaGoodPods Let's talk about this episode on GoodPods – https://CourseCreatorsHQ.com/goodpods (mobile only, download the app first) Website https://www.CourseCreatorsHQ.comYouTube  https://coursecreatorshq.com/YouTubePodcast   Facebook https://www.facebook.com/CourseCreatorsHQInstagram  https://www.instagram.com/CourseCreatorsHQTwitter https://www.Twitter.com/CourseHQThreadshttps://www.threads.net/@coursecreatorshq  Disclaimers  https://coursecreatorshq.com/disclaimers/

WSJ's Take On the Week
Why Walmart Is Trading Like a Big Tech Stock

WSJ's Take On the Week

Play Episode Listen Later Feb 16, 2025 24:02


On WSJ's Take On the Week, co-host Telis Demos talks with Aaron Back, WSJ's Heard on the Street column editor, about the latest inflation report and what it could mean for the Federal Reserve. They also discuss upcoming earnings from Chinese tech company Alibaba and retail behemoth Walmart.  Later on the show, Telis talks about all things retail with Dana Telsey, CEO and founder of Telsey Advisory Group, a brokerage firm focused on the consumer sector. They chat about what's behind Walmart's winning retail strategy—from its inroads with higher-end customers, affordable luxury offerings like the viral “Wirkin” bag, and its e-commerce play. They also get into what's going on with the luxury market, including with high-end juggernaut Hermès, Louis Vuitton parent company LVMH, Chanel, Burberry, and others. Before they sign off, Telis asks Dana: What's up with Target? This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading Walmart Is Retail King Again. Can It Keep the Crown?  Customers Are Quitting Luxury Brands as Price Hikes Go Too Far  To read more from our co-host Telis Demos, catch up on Why Tariffs Will Make Car Insurance Even More Expensive  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.  

WSJ What’s News
Trump Says Putin Agrees to Talks to End Ukraine War

WSJ What’s News

Play Episode Listen Later Feb 12, 2025 12:05


P.M. Edition for Feb. 12. President Trump says he and Russian leader Vladimir Putin have agreed to open immediate talks to end the war in Ukraine. WSJ national security correspondent Nancy Youssef discusses what we know about the shifting U.S. stance. Plus, inflation in January was higher than anticipated. We hear from Heard on the Street writer and WSJ's Take On the Week co-host Telis Demos about what that could mean for the Federal Reserve. And House Republicans present their blueprint for a budget bill. Alex Ossola hosts.  Follow the president's activities with our Trump Tracker. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ's Take On the Week
Is Bitcoin Buyer MicroStrategy Worth Its Premium Price?

WSJ's Take On the Week

Play Episode Listen Later Feb 9, 2025 26:04


On WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the whiplash surrounding tariffs, including what could be next for the U.S. and China. They also get into the latest in the crypto world, from Coinbase's upcoming earnings to the forthcoming confirmation hearing for Securities and Exchange Commission nominee Paul Atkins. Before turning to this week's interview, they get into Robinhood's back-peddling on launching Super Bowl betting contracts after regulators' pushback.  Later in the show, Gunjan and Telis dive into one of the hottest stocks out there: MicroStrategy, now renamed as Strategy. The software company, which describes itself as a bitcoin treasury, has become a bitcoin buying machine. Since it started purch asing bitcoin in 2020, Strategy's stock has skyrocketed with an ardent following not unlike the fandom surrounding cult stocks like Palantir and Nvidia. But some are skeptical of the company's bitcoin strategy and valuation. Jon Weil, columnist for WSJ's Heard on the Street, joins Telis and Gunjan to explain.  This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.  Further Reading To read more from co-host Telis Demos, catch up on Wall Street Is Booming, but Banks Are in a Lending Rut.  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.

WSJ What’s News
What's News in Earnings: Insurers Confront a Riskier Future

WSJ What’s News

Play Episode Listen Later Feb 7, 2025 9:20


Bonus Episode for Feb. 7. California's wildfires caused an estimated $30 billion or more in losses to insurers. The state's insurance landscape is in a state of chaos, but the broader industry is faring better. Telis Demos, co-host of WSJ's Take On the Week and a writer for Heard on the Street, breaks down what's happening across the industry and explains why the impact of the catastrophe on insurance companies such as Allstate, Travelers and Chubb could depend on reinsurers like the Everest Group.  Chip Cutter hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ Tech News Briefing
What Trump Means for Tech: Crypto Gets a Seat at the Table

WSJ Tech News Briefing

Play Episode Listen Later Feb 3, 2025 13:33


Cryptocurrency was strictly regulated during the Biden administration, but President Trump may be looking to change all that. On this encore presentation of our series exploring what Trump's second term means for tech, WSJ Heard on the Street writer and WSJ's Take On the Week co-host Telis Demos joins host Belle Lin to discuss the future of crypto, and what Trump's meme coin has to do with all of it. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ's Take On the Week
The Anti-AI Investment: Why This Investor Is Betting Big on Sports

WSJ's Take On the Week

Play Episode Listen Later Feb 2, 2025 24:10


On WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos start off the show with the latest on the surprise dark horse in AI, DeepSeek, and what the development means for companies like Microsoft and Meta. Then they get into the latest Federal Reserve interest-rate decision and news on the consumer spending front.  Later on the show, the co-hosts dive into the world of sports investing—from the publicly traded Atlanta Braves, and Knicks' and Rangers' parent company Madison Square Garden Sports, to private equity's new role in the NFL—with Chris Marangi, co-chief investment officer of value at Gabelli Funds. They also talk about the rise in popularity of sports betting apps, like DraftKings and FanDuel, and how media deals are reshaping the sports industry.  This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading To read more from our hosts, catch up on The Day DeepSeek Turned Tech and Wall Street Upside Down and Amex Has a First-Class Problem: Can Consumer Spending Really Keep Up?  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard On The Street Column, and WSJ's Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.  

WSJ's Take On the Week
Investors' Big Question: Is the Fed Done Cutting Interest Rates?

WSJ's Take On the Week

Play Episode Listen Later Jan 26, 2025 27:41


On WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss Wall Street's reaction to President Donald Trump's inauguration and his slew of executive orders. They talk about the president's and his wife Melania Trump's meme coins and the Stargate venture, an AI infrastructure plan led by ChatGPT maker OpenAI and global tech investor SoftBank Group.   Later on the show, Gunjan and Telis tackle what might be the biggest question for investors right now: Is the Federal Reserve done cutting interest rates? They're joined by Sonal Desai, chief investment officer of Franklin Templeton Fixed Income, to dive into what may be the new normal for interest rates, what she will be looking out for when Jerome Powell speaks at the upcoming Federal Reserve meeting, and Treasury secretary pick Scott Bessent's stance on tariffs. They also talk about what's happening in the bond market.  This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading To read more from co-host Telis Demos, catch up on Are the L.A. Wildfires One Catastrophe or Two? It Matters to Insurers.  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on the Street column and WSJ's Live Markets blog.

WSJ's Take On the Week
What Trump 2.0 Means for Banks, Crypto and More

WSJ's Take On the Week

Play Episode Listen Later Jan 19, 2025 25:33


On WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss the latest news on the L.A. fires and their impact on the insurance market. Then, they get into Donald Trump's presidential inauguration and Wall Street's reaction to the new administration. A who's who of big tech like Tesla's Elon Musk, Meta's Mark Zuckerberg and even TikTok CEO Shou Chew will reportedly be in attendance. Gunjan and Telis also dig into bank earnings following surging profits for some of the largest banks, like Goldman Sachs and JPMorgan Chase. Telis shares what to look out for ahead of regional banks, including Fifth Third and Keycorp, and credit card companies, such as Capital One, reporting earnings this week.  Later on, Meg Tahyar, head of the Financial Institutions Group at the law firm Davis Polk, joins the co-hosts to talk about what to expect when it comes to banking regulation in a second Trump administration, how it might differ from his first term, and what regulations may mean for banks, crypto and more. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading To read more from our hosts on topics discussed in this episode, read There Is a Safety Valve for Private Home Insurance in California and Prediction-Markets Venue Kalshi Appoints Donald Trump Jr. as Adviser. For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on the Street column and WSJ's Live Markets blog.

WSJ's Take On the Week
Will Dealmaking Boom Under Trump? Lazard CEO Peter Orszag Weighs In

WSJ's Take On the Week

Play Episode Listen Later Jan 12, 2025 26:36


On WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos dive into what almost everyone on Wall Street is fixated on right now: rising bond yields. Then they explore what Disney's potential merger with FuboTV means for streaming services and how sports and other live events are driving those deals. Telis also gears up for the Super Bowl. Well, his super bowl — bank earnings. JPMorgan, Bank of America, Wells Fargo and others report later this week. Later on, Peter Orszag, CEO of the asset manager and investment bank Lazard, joins the co-hosts to talk about what to expect when it comes to M&A dealmaking in 2025. Peter, who also served as the director of the Office of Management and Budget in the Obama administration, also talks about prospective tariffs, how the dealmaking landscape may change in a second Trump administration, and about the proposed Elon Musk and Vivek Ramaswamy-led advisory council, Department of Government Efficiency, or DOGE. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. Further Reading For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard On The Street Column, and WSJ's Live Markets blog.

WSJ What’s News
WSJ's Take On the Year: Market Trends to Watch in 2025

WSJ What’s News

Play Episode Listen Later Jan 5, 2025 25:22


This week, we have a special market trends episode from the recently relaunched WSJ's Take On the Week podcast.  AI was a big stock market theme in 2024. We've talked about it, and heard it many times. But it was far from the only thing that happened in stocks last year. We saw record-breaking growth from power companies like Vistra. Cult stocks like Palantir and MicroStrategy also had a moment. And of course, Nvidia, a company that needs no introduction, had a blockbuster year.  But where there are winners, there are also losers. The announcement of Walgreens' potential sale highlighted the challenges within the retail pharmacy sector. Shares of biotech company Moderna also slumped, partly due to waning demand for its Covid-19 vaccine and booster. And discount chain Dollar Tree took a hit as its shoppers showed signs of belt-tightening. For our first Sunday episode of 2025, WSJ's Take On the Week co-hosts Gunjan Banerji and Telis Demos are joined by colleagues from WSJ's Heard on the Street column to discuss 2024's stock market winners and losers and what those stock performances and other market trends could mean for investors and the economy in the year ahead.  And if you like what you hear, be sure to check out WSJ's Take On the Week.  Further Reading: Walgreens Is in Talks to Sell Itself to Private-Equity Firm Sycamore Partners  Tech-Loving Hedge Funds Have a Crush on Utility Stocks  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard On The Street Column, and WSJ's Live Markets blog.  Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ's Take On the Week
Goldman Sachs Economist Jan Hatzius on His 2025 Economic Outlook

WSJ's Take On the Week

Play Episode Listen Later Dec 22, 2024 22:35


Jan Hatzius, chief economist and head of global investment research at Goldman Sachs, joins co-hosts Gunjan Banerji and Telis Demos for the show's last episode of 2024. They talk about Jan's 2025 economic outlook, the role tariffs could play in the second Trump Administration, and the Federal Reserve's latest interest-rate decision. They even get into the holiday spirit and chat about gift-giving.   A note to listeners: WSJ's Take On the Week is going to take a break for the holidays and will return on Jan. 5. Happy Holidays! Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the hosts at telis.demos@wsj.com and gunjan.banerji@wsj.com.  Further Reading For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard On The Street Column, and WSJ's Live Markets blog.

WSJ's Take On the Week
Is the YOLO Trade Back? Robinhood CEO Vlad Tenev Weighs In

WSJ's Take On the Week

Play Episode Listen Later Dec 15, 2024 27:26


Welcome to WSJ's Take On the Week. Co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Gunjan and Telis start off by discussing the upcoming Federal Reserve interest rate decision, and tackling what's been going in the market for risky derivatives, where activity is on track to hit an all-time high this year.  Later on, the co-hosts are joined by Robinhood CEO Vlad Tenev. Before the trading platform Robinhood became a one-stop app offering a slew of financial products, from credit cards to retirement accounts, it was at the center of the 2021 GameStop and meme stock frenzy. Gunjan, Telis and Vlad discuss Robinhood's transformation and the rise and future of retail investing. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the hosts at telis.demos@wsj.com and gunjan.banerji@wsj.com.  Further Reading Robinhood Wants to Grow Up The Thrill Factor Is Back for Retail Investors Robinhood Sets Sights on New Bounty: The Rising Rich For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard On The Street Column, and WSJ's Live Markets blog. 

WSJ's Take On the Week
Why Restaurants Are Making a Comeback, With Toast CEO Aman Narang

WSJ's Take On the Week

Play Episode Listen Later Dec 8, 2024 24:08


Welcome to WSJ's Take On the Week. Co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. This week, Telis and Gunjan debrief on BlackRock's $12 billion acquisition of private credit manager HPS. Then they tackle the “i word” – inflation – and the upcoming consumer-price index report. They also chat about bitcoin cresting over $100,000 in the wake of an expected crypto-friendly Washington under a Trump presidency.  Later on in the show, Telis gets into what's driving people to restaurants at projected record levels, even though the cost of food and dining out have been high. He's joined by Aman Narang, CEO and co-founder of Toast, a technology company that sells software and hardware to restaurants for digital payments, online apps, takeout and delivery, kitchen management and more. They talk about how the restaurant industry has fared since the pandemic and how technology like Toast's has brought the sector further into the 21st century.  Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the hosts at telis.demos@wsj.com and gunjan.banerji@wsj.com.  Further Reading For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard On The Street Column, and WSJ's Live Markets blog. 

WSJ's Take On the Week
Coinbase's Paul Grewal on the Future of Crypto Under Trump

WSJ's Take On the Week

Play Episode Listen Later Dec 1, 2024 21:51


Welcome to WSJ's Take On the Week. Co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. This week, Telis and Gunjan skip debriefing about the headlines and jump straight into a special interview with Coinbase's chief legal officer, Paul Grewal, to talk all things crypto, which has captivated both Main Street and Wall Street since the U.S. elections. They talk about what the crypto exchange is looking for when it comes to potential legislation and regulations under another Trump administration. They also get into what's going on with stablecoins, tokens and cryptoassets, like bitcoin, dogecoin and dogwifhat. Later they discuss the SEC and what the industry could look like in the years to come. Further Reading The Crypto World Is Preparing for a Renaissance Under Trump  Is Trump Really So Great for Bitcoin?  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard On The Street Column and WSJ's Live Markets blog. 

WSJ What’s News
Markets Cheer Trump's Treasury Secretary Pick

WSJ What’s News

Play Episode Listen Later Nov 25, 2024 14:17


A.M. Edition for Nov. 25. The WSJ's Alex Frangos says hedge-fund manager Scott Bessent is seen as a more predictable pick to lead the Treasury Department. Plus, Donald Trump considers two defense financiers for a top job at the Pentagon. And WSJ's Take On the Week co-host Telis Demos joins us for a stock-take on the commercial real estate sector–and prescribes a health check-up for your investment portfolio. Kate Bullivant hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ's Take On the Week
What Rockefeller Center's Bond Deal Means for Commercial Real Estate

WSJ's Take On the Week

Play Episode Listen Later Nov 24, 2024 27:44


Welcome to WSJ's Take On the Week. Co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy, and finance—the big trades, key players and business news ahead. This week, Telis and Gunjan debrief on how chip maker Nvidia crossed the $100 billion mark in its annual sales, as well as how consumer spending is faring in the wake of retail earnings, like Target's. And we check in on the lead up to the Fed's preferred inflation measure, the personal-consumption expenditures price index. Later on in the show, they get into the holiday spirit and talk about New York's iconic Rockefeller Center ahead of its annual Christmas tree lighting ceremony and they dig into its recent $3.5 billion refinancing deal. Deputy Chief Economist Rebecca Rockey from commercial real estate firm Cushman & Wakefield joins us to talk about the transaction and what it means for the commercial real estate market at large, and even for everyday investors. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email takeontheweek@wsj.com or the hosts at telis.demos@wsj.com and gunjan.banerji@wsj.com.   Further Reading For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard On The Street Column, and WSJ's Live Markets blog. 

WSJ Your Money Briefing
WSJ's Take On the Week: The AI Trade's Next Phase Is Here. Are You Ready?

WSJ Your Money Briefing

Play Episode Listen Later Nov 17, 2024 24:10


For YMB listeners, here's a special presentation of WSJ's Take On the Week: Co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy, and finance—the big trades, key players and business news ahead. This week, Telis and Gunjan dig into the latest on the Trump trade, the crypto rally and what upcoming retail earnings reports from Target and Walmart could signal about American consumers. Later, Dominic Rizzo, portfolio manager of T. Rowe Price's Global Technology Equity Strategy, joins the show to talk about artificial intelligence investment and tech stocks, including companies such as AMD and Synopsys and those in the Magnificent Seven like Alphabet, Meta and Microsoft. And of course the sector's shining star, Nvidia. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email takeontheweek@wsj.com or the hosts at telis.demos@wsj.com and gunjan.banerji@wsj.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ's Take On the Week
The AI Trade's Next Phase Is Here. Are You Ready?

WSJ's Take On the Week

Play Episode Listen Later Nov 17, 2024 25:43


Welcome to WSJ's Take On the Week. Co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy, and finance—the big trades, key players and business news ahead. This week, Telis and Gunjan dig into the latest on the Trump trade, the crypto rally and what upcoming retail earnings reports from Target and Walmart could signal about American consumers. Later, Dominic Rizzo, portfolio manager of T. Rowe Price's Global Technology Equity Strategy, joins the show to talk about artificial intelligence investment and tech stocks, including companies such as AMD and Synopsys and those in the Magnificent Seven like Alphabet, Meta and Microsoft. And of course the sector's shining star, Nvidia. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email takeontheweek@wsj.com or the hosts at telis.demos@wsj.com and gunjan.banerji@wsj.com.  Further Reading Nvidia Will Dominate Big Tech's Earnings Season Again  From AI to Hardware Costs: Enterprise Tech Leaders Prepare for Trump 2.0  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard On The Street Column, and WSJ's Live Markets blog. 

WSJ Your Money Briefing
WSJ's Take On the Week Is Back

WSJ Your Money Briefing

Play Episode Listen Later Nov 10, 2024 1:43


WSJ's Take On the Week brings you the insights and analysis you need to get a leg up on the world of money and investing. Weekly, we cut through the noise and dive into markets, the economy and finance. Join The Wall Street Journal's Telis Demos and Gunjan Banerji in conversation with the people closest to the hot topics in markets to get incisive analysis on the big trades, key players in finance and business news ahead. The show returns November 17. Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ's Take On the Week
WSJ's Take On the Week Is Back

WSJ's Take On the Week

Play Episode Listen Later Nov 10, 2024 1:25


WSJ's Take On the Week brings you the insights and analysis you need to get a leg up on the world of money and investing. Weekly, we cut through the noise and dive into markets, the economy and finance. Join The Wall Street Journal's Telis Demos and Gunjan Banerji in conversation with the people closest to the hot topics in markets to get incisive analysis on the big trades, key players in finance and business news ahead. The show returns November 17.

WSJ's Take On the Week
A Message for Our Listeners

WSJ's Take On the Week

Play Episode Listen Later Apr 14, 2024 1:13


We're going on hiatus. A message for our listeners from WSJ's Take On the Week producer Jess Jupiter. For more coverage of the markets and your investments, head to WSJ.com.

The Journal.
Introducing: WSJ's Take On the Week

The Journal.

Play Episode Listen Later Oct 9, 2023 19:35


We're off today for the holiday, but we still have an episode for you!WSJ's Take On the Week is a new WSJ show that breaks down the most important things to watch in business and financial news to help you make smarter investment decisions. This week, host Dion Rabouin looks at big banks, a big yield and a big release for Taylor Swift.If you like the show, follow it for more.  Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ What’s News
Introducing WSJ's Take On the Week

WSJ What’s News

Play Episode Listen Later Sep 24, 2023 21:07


WSJ's Take On the Week brings you the insights and analysis you need to get a leg up on the business and financial week to come. In less than 20 minutes, host Dion Rabouin cuts through the noise to explain the major business and financial news that may move markets, all so you can make smarter investing decisions. Episodes drop every Sunday.  This week, we have our eye on the sneaker giant Nike. The company behind the Lebron 21, Air Force 1 and Air Jordans is expected to report its first quarter earnings, and it comes at a pivotal time. Nike stock is down around 20% year to date, as it faces a glut of inventory and a rash of thefts. Ahead of the holiday shopping season, Barclays analyst Adrienne Yih explains why she thinks it's time to Just Do It and bet on Nike stock going higher. We're also adjusting our collars as we gear up for Paris Fashion Week. What does the semiannual designer presentation tell us about how luxury brands are doing in the market? WSJ reporter Nick Kostov will let us know. And with the release of the new movie “Dumb Money” about the GameStop saga, we're going to talk meme stocks with WSJ's Gunjan Banerji. Further Reading How Nike Sneakers Get Stolen at Every Turn   Nike Broke Up With Retailers. Now It's Trying to Win Them Back.   It's Not Your Imagination—Shopping in Person Is Getting Worse   Americans Are Buying Less Bling   The World's Richest Person Auditions His Five Children to Run LVMH, the Luxury Empire   For more coverage of the markets and your investments, head to WSJ.com. Learn more about your ad choices. Visit megaphone.fm/adchoices