Home building activity takes hit in May
Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars still biggest ...
18 Jun 20255min
Meta offering $100M bonus to poach OpenAI talent?
Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation. (1:14) Traders watching this pizza indicator. (2:19) Show NotesHexagon launches new...
18 Jun 20256min
Clear Kool Aid and Jell-O? Kraft ditches dyes
Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love. (3:49) Show Notes The 5 mega forces driving equity con...
17 Jun 20255min
Solar sinks as Senate eyes tax credit sunset
Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI solutions to U.S. Defense Department. (01...
17 Jun 20255min
Oil down, stocks up on report Iran wants talks
Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads. (0:51) Cocoa prices cooling. (2:09) Show Notes The Fed ‘hates’ Trump’s policiesEpisode transcr...
16 Jun 20253min
Google may cut ties with Scale AI
Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes at Victoria's Secret (VSCO) - report. (0...
16 Jun 20256min
Mideast events will shape Fed week
Trump promises peace between Israel and Iran ‘soon.’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06) Show Notes Earnings CalendarEpisode transcripts: s...
15 Jun 20255min
Wall Street Weekend: Israel, Iran, and oil
This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James KostohryzShow links: Will War Trigger A Bear Market And Spike In Oil?Will Macr...
14 Jun 202513min
