WSJ's Take On the Week9 Okt 2025

Trump Is Meddling With the Fed. Why Don’t Markets Care?

In both economics and politics, there is a widespread view that central banks should be free of political pressure, with cautionary tales around the world of what happens when politicians meddle: out of control inflation, spiraling debt crises and economic collapse.

And with the U.S. Federal Reserve's independence now under attack by President Trump, WSJ chief economics correspondent Nick Timiraos joins business and finance editor Alex Frangos, markets reporter Chelsey Dulaney and senior markets columnist James Mackintosh for our roundtable podcast exploring the impact on today’s investors, markets and the economy.

Plus, Nick details the fallout from President Trump’s attempt to remove Fed Governor Lisa Cook and unpacks the historical context of what has shaped our idea of Fed independence, including the Great Depression, World War II and the high inflation of the 1970s.

And they discuss how politics can impact the Fed’s goal of regulating the economy and keeping inflation under control.

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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