Episodes

  • Semis Slide, Oil Climbs, Nike Results on Deck… And The Latest Use Case For GLP-1’s 3/30/26
    Mar 30 2026

    A volatile day for stocks as memory-chip names reverse sharply and investors eye the latest developments in the Middle East — and why one top strategist says this week is “maximum uncertainty” with a key S&P level in focus. Plus, crude bounces higher as energy stays in the spotlight, banks try to stabilize but remain under pressure, and we look ahead to Nike earnings at near-decade lows. Eli Lilly pushes deeper into GLP-1s — including potential use in substance abuse — as investors track the next big catalyst in healthcare.

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    44 mins
  • Tech Slides to Close a Volatile Week… Citi Deal Chatter, A Weak Yen, and Nike’s Big Test 3/27/26
    Mar 27 2026

    Wall Street’s selloff picks up steam to close out a roller-coaster week, with the Dow sliding deeper into correction territory as traders watch what’s next for the Fed amid the latest developments in the war with Iran — and Peter Boockvar joins with his take. Plus, Citi slides on deal chatter, the yen continues to fall against the dollar with intervention buzz rising, and bitcoin hovers near $65K. And as the week wraps, Nike heads into earnings at near-decade lows — can it turn things around?

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    44 mins
  • Meta’s Rough Month… And Rate Hike Odds Rise 3/26/26
    Mar 26 2026

    Shares of Meta sinking as the social media giant faces penalties in 2 separate lawsuits. The small slap on the wrist in terms of fines, but the more impactful drop in shares over the last month. Plus, Rate hike odds increase as inflation forecasts rise, the impact on airlines as DHS shutdown continues, and the robotaxi milestone Waymo just cleared.

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    43 mins
  • The Most Important Charts… And “Mysterious” Trading Around Trump Announcements 3/25/26
    Mar 25 2026

    Stocks take a leg higher after the U.S. reportedly sends a peace plan to Iran. But with markets seeming to swing on any headline out of the middle east, our traders lay out the charts they’re watching for clues on the markets next move. Plus, Trading Trump announcements. Why a spike in oil futures ahead of Trump’s latest Iran announcement is turning some heads, and the suspicious trading pattern raising some red flags.

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    43 mins
  • Rates Spike As Equities Stall… And Palo Alto Networks CEO On AI Cybersecurity 3/24/26
    Mar 24 2026

    Yields spiking after today’s treasury auction showed weak demand, as stocks failed to build on yesterday’s momentum. Why a top market strategist says bond market investors are in “bunker mentality” right now, and why he’s alarmed at today’s showing. Plus KB Home reports results, how an updated Claude Code could reportedly be gaining more control over your computer, and Palo Alto Networks CEO on the rise in AI threats and the step up in security holding them back.

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    44 mins
  • A Wavering Rally… And Headwinds For Airlines 3/23/26
    Mar 23 2026

    Stocks surging as President Trump says the U.S. and Iran have held ‘productive’ talks with Iran. Why the equity jolt lost some steam through out the session, and what one wall street forecaster says is the top risk for the market right now. Plus How airlines are positioning for higher jet fuel costs, the betting boost for stocks like Draftkings and Flutter, and the CEO of Insmed on the company’s latest trial results.

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    44 mins
  • Stocks Wrap Up Volatile Week In The Red… And Oil Shock “Critical Stage” 3/20/26
    Mar 20 2026

    Stocks sell off to wrap out a second straight week of losses, with the Nasdaq entering into correction territory. The latest developments out of the Middle East weighing on markets, and if there’s more pain to come next week. Plus it’s not just equities feeling the impact, as oil continuing its climb higher. Why a top energy analyst says we’re reaching a “critical stage” in the recent oil shock, and where he sees prices heading next.

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    43 mins
  • The Global Rate Rally… And All The Headlines In The Weight-Loss Drug Space 3/19/26
    Mar 19 2026

    Rates across the world are climbing as central banks raise inflation warnings. How yesterday’s Fed decision sets up a potential rate *hike* at the bank’s June meeting, and when the recent jump in yields could finally hit the equity market. Plus, Eli Lilly’s latest trial data, Novo’s FDA approval, and the patent expiration that could shake up the weight loss drug space.

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    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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    43 mins