Tariff D-Day arrives as stagflation fears rise
Wall Street waits for the big tariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) Musk’s xAI acquires Musk’s X. (4:29)Show Notes Earnings CalendarDividend RoundupEpisode transcripts: ...
30 Mar 20256min
Tariffs, tech sluggishness, gold, bitcoin, and inflation
Contextualizing auto tariff news for investors (0:20). Tesla's Q1 delivery data (2:20). Tech sluggishness and bright spots (4:15). Novo Nordisk's decline, weight loss drug saturation (5:15). GameStop ...
28 Mar 202516min
Coffee prices poised to perk up
Coffee to get pricier as companies pass on costs to consumers. (00:22) CoreWeave (CRWV) sets IPO listing price at $40, less than its earlier midpoint estimate of $51. (02:02) Levi Strauss (LEVI) in ta...
28 Mar 20256min
Gold's relentless march up
Gold sets a new intraday record as Wall Street adjusts its forecasts. (0:15) Roku gets a vote of confidence. (3:24) Wall Street bonuses jump 30% to nearly $245K. (3:45) Show Notes‘Market crash’ on ho...
27 Mar 20255min
More Trump Tariffs
Trump's new series of tariffs on the auto industry (0:20). Energy executives wary of Trump trade policy (3:35). Copper prices hit another record high, gold poised to rise (4:25). Show links: Energy ex...
27 Mar 20257min
U.S. expands blacklist, tightens tech grip on China
US blacklists more than 50 entities to restrict China’s growing AI capabilities. (00:21) GameStop (GME) rallies after saying it can use its billions in cash to buy Bitcoin. (01:53) Grab seeks up to $2...
26 Mar 20256min
Maserati sets autonomous driving speed record
Maserati MC20 clocks nearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall to 12-year low. (1:15) Massachusetts probing Robinhood over prediction markets. (4:20) Show Notes V...
25 Mar 20255min
Shell pledges bigger buybacks, tighter spending
Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks amid anti-Musk backlash. (01:32) Krispy Kreme (DNUT...
25 Mar 20255min
