WSJ's Take On the Week27 Juli 2025

How to Navigate an AI Bull Market, With Tech Investor Imran Khan

In this week's episode of WSJ’s Take On the Week, hosts Gunjan Banerji and Telis Demos start the show by digging into the meme-stock mania surrounding OpenDoor, Krispy Kreme and Kohl’s, and how the factors driving this are different from 2021. Then they get into President Trump’s latest trade deal with Japan and how it’s showing up in auto-sector trades. Plus, some economic talk ahead of the Federal Reserve’s meeting this week to discuss interest rates, and the release of the latest jobs report.

Later in the show, Imran Khan, founder and chief investment officer of Proem Asset Management, joins Gunjan to talk about the AI trade surrounding companies like Nvidia, Meta and Alphabet. Plus, Khan chats about how AI enthusiasm is driving market speculation, herd thinking in markets, and the value of private-market investments like OpenAI.

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 thevideo page of WSJ.com.

Avsnitt(134)

Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?

In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried break down the conversation around AI safety and development, and how markets have reacted. Plus, OpenAI is ...

20 Sep 35min

A Breakthrough Cancer Vaccine Fueled a Biotech Rally. Can It Last?

Despite a rough past week for the healthcare sector, pharmaceuticals and biotech stocks have outperformed the S&P 500 this year. Investors have gotten excited over cancer treatment breakthroughs for M...

13 Sep 30min

How AI Speculation Is Fueling the Small-Cap Stock Rally

On this week’s episode of WSJ’s Take On the Week, host Miriam Gottfried and guest host Aaron Back, editor of WSJ’s Heard on the Street, preview the upcoming employment and inflation releases in advanc...

30 Aug 29min

What Fed Chair Kevin Warsh’s Jackson Hole Debut Means for Nervous Markets

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos preview the upcoming Jackson Hole Economic Policy Symposium—one of the longest-standing central banking conf...

23 Aug 32min

How to Make Inflation Work for Your Portfolio

In this week's episode of WSJ’s Take On the Week, we dig into Treasury Inflation Protected Securities, or TIPS! Our co-hosts Miriam Gottfried and Telis Demos are joined by Jill Cetina, finance profess...

16 Aug 35min

How AI Spending Is Fueling the Economy Overall

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos dig into the shifting sentiment away from AI stocks and the pivot into consumer sectors. Are we heading into...

9 Aug 35min

Why Oil Prices Could Hit a Breaking Point by Year End

In this episode of WSJ’s Take On the Week, co-host Telis Demos is joined by guest co-host and Wall Street Journal reporter David Uberti to break down the Federal Reserve’s latest moves, and what oil’s...

2 Aug 34min

The Buried $150B Bet Inside the Top 20 U.S. Stocks

In this week's episode of WSJ’s Take On the Week, host Telis Demos and guest host Spencer Jakab, the Wall Street Journal’s investing columnist and writer of the Markets A.M. newsletter, are joined by ...

26 Juli 32min