Episodes

  • Softer tone on China…Warning signs from treasury market?...The commodity trade 5/9/25
    May 9 2025

    The President takes a softer tone on China ahead of the first bilateral meeting between the two countries. Plus, are there warning signs that the treasury market is sending? Our market guest says yes, he’ll break it down. And, the CEO of Wheaton Precious Metals discusses their earnings beat, the outlook for commodities and the big runup in gold.

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    43 mins
  • Money Movers 5/8/25
    May 8 2025

    “Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

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    1 hr and 5 mins
  • Was the move higher overdone?...The headwinds for the pharma industry…Harvard vs. The Administration 5/7/25
    May 7 2025

    Is the rally overdone? HSBC says yes. We’ll speak to the company’s chief of multi-asset strategy. Plus, the pharma is facing lots of headwinds on several fronts. We’ll speak with the CEO of Teva about how the industry can respond and get through it. And, an interview with the Education Secretary, Linda McMahon about the administration’s battle with Harvard.

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    42 mins
  • The rally stalls…The Outlook for Credit…Stagflation ahead? 5/6/25
    May 6 2025

    Oaktree’s, Howard Marks, on the future of this rally and why nothing can happen without a final decision on tariffs. Plus, Kate Koch of TWC on the outlook for credit. And, the latest from CNBC’s Fed Survey on what they expect from the Fed meeting tomorrow.

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    42 mins
  • Money Movers 5/5/25
    May 5 2025

    “Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

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    42 mins
  • The rally returns…Apple’s tariff issues…Shell CEO on tariffs and oil prices 5/2/25
    May 2 2025

    The S&P on pace to close higher for the ninth straight day – the longest streak in 20 years. So has the rally officially returned. Plus, Apple falls after they announce tariffs will hit them in the coming quarter. We breakdown the quarter and how to trade the stock. And the Shell CEO breaks down the outlook for oil, their new big buyback plan and what’s ahead for the production in the U.S.

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    42 mins
  • The Big Tech Comeback…A Golden Outlook…Tax increases necessary? 05/01/25
    May 1 2025

    Meta and Microsoft giving the tech sector a large boost on the back of earnings. Is this a good sign for the return of the rally? Plus, Goldman Sachs says that the rally in gold can continue due to a number of factors. Their co-head of commodities joins us to discuss. And, it’s not just a tax cut on the table in the new GOP package, some increases may also be needed.

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    43 mins
  • Deutsche Bank Cuts its S&P Target…Amazon in the political crosshairs…Novartis’ CEO talks tariffs 4/29/25
    Apr 29 2025

    Despite the rally we’ve seen in the past few days, Deutsche Bank cuts its S&P 500 and S&P earnings target due to concerns about tariffs. We speak to the firms Chief U.S. equity strategist. Plus, Amazon gets caught in the political crosshairs ahead of earnings later this week. We breakdown the drama and how to position. And, Novartis reports a strong beat and says it can manage any tariffs that come ahead. We speak with the CEO.

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    42 mins