Are you on top of the latest innovations in data, analytics, and AI? With data being pivotal to strategy and change, the Data-powered Innovation Jam podcast gives you the key to some of the most crucial aspects of business success. Through our guests, we bring you the latest trends from the world of data and AI, discussing the best ideas and experiences. Our hosts with their decades of profound experience and a background in avant-garde music, will also explore the edges of jazz, rock, and p ...
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Big Data Ecosystem Podcasts
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Data Gurus Podcast | Insights on Business Strategy, Mergers and Acquisitions, Market Research & Data Collection
Sima Vasa
Welcome to the the Data Gurus Podcast! The world around us is changing faster than ever before. From automation, artificial intelligence, big data, geo-location to every aspect of how we work and live. This includes DATA. Welcome to Data Gurus Podcast… our mission is to bring you a real life perspective on what’s happening in the data industry and how successful companies and individuals in this niche navigate through the sea of change. Encouraging you to Be Bold, Be Brave and Be Fearless – ...
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A weekly live show bringing you expert advice and practical tips from top data professionals. Hosted by Maven Analytics.
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Welcome to the Banana Data Podcast! We're a data science podcast focused on the latest & greatest of the DS ecosystem, sprinkled in with our musings & data science expertise. With topics ranging from ethical AI and transparency to robot pets, our hosts, Christopher Peter Makris & Corey Strausman, are here to keep you up to date on the latest trends, news, and big convos in data. If you're looking to keep the knowledge up, be sure to also subscribe to our weekly Banana Data Newsletter! Regist ...
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Tech Tomorrow is your front-row seat to the conversations redefining the future. Each episode explores one big question about data, AI, or emerging tech, giving leaders clear, focused answers they can trust. If you're navigating complex innovation, from AI-augmented delivery to sustainability, this show helps you cut through the noise, connect cross-disciplinary trends, and lead with confidence in a rapidly evolving landscape. Previously known as Data Today, this podcast has examined how out ...
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Techlore Surveillance Report is your weekly deep-dive into the privacy and security news that matters for your digital freedom. Hosted by Henry Fisher, founder of Techlore and long-time digital rights educator, each episode cuts through the noise to bring you carefully selected stories with the context, analysis, and historical perspective you need to truly understand what's happening to protect yourself (and others!) in the digital space. Topics covered include: • Privacy tool updates and v ...
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Cloud Wars analyzes the major cloud vendors from the perspective of business customers. In Cloud Wars Live, Bob Evans talks with both sides about these profoundly transformative technologies, and with monthly All-Star guests from across the business community about the trends impacting how the world lives, works, plays, and dreams. Visit https://cloudwars.com for more.
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Showcasing outstanding startups and initiatives in the global Sports Tech ecosystem, including accelerator & incubator programs, innovation hubs and major events. Are you looking for trends, new technologies or cooperation & investment opportunities? Here's where you can find them. The podcast is hosted by SportsTechX, a leading source for data & insights about Sports Tech. For further info, such as reports, market overviews or a global SportsTech database, go to www.sportstechx.com.
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A podcast to help your company use AI and IP law to gain a competitive edge
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The Retail Media Podcast, in association with Mirakl , is a 10-part series detailing the journey from Retail to Media. Starting at NRF’s Big Retail show, this series will traverse to the festival of digital media that is Cannes Lions, with engaging and informative conversations in between. Global retail media guru Colin Lewis will be joined by special guests each episode to discuss the rapidly growing ecosystem of retail media, and its power to not only reach substantial target audiences but ...
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Building AI: Securing the Future of Artificial Intelligence is the podcast for leaders navigating the security challenges of modern AI infrastructure. Host David Yacov speaks with CISOs, security engineers, and enterprise leaders building secure AI systems, from privacy-preserving synthetic data and MLOps security to AI governance, regulatory compliance, and infrastructure risk management. If you're securing AI infrastructure, managing AI compliance, or building trustworthy AI systems, this ...
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Owning the Outcome is a podcast about the bold bets, hard lessons, and breakthrough moments that define success in the HubSpot ecosystem. Hosted by Sarah McDevitt, HubSpot’s Sr. Director of Partner Strategy, each episode dives into real conversations with the leaders rewriting the rules in an AI-first world—and owning their share of a $30B opportunity along the way.
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Moonshot profiles innovative entrepreneurs from India, Southeast Asia and beyond, who dare to dream big, make an impact and accelerate change. This podcast shares actionable insights on how to start and scale enduring companies from founders and thought leaders who are helping shape the region’s startup ecosystem.
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The Innovation Roundtable® Insights Podcast features interviews with leading corporate executives and professors in the innovation landscape. Our aim is to delve deep into innovation issues, ask the hard questions and illuminate perspective in key areas, such as innovation culture, emerging tech, digital transformation, and more.
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Startup & Tech News from Germany, Austria, and Switzerland by Startuprad.io™
Startuprad.io – Europe’s Startup & VC Podcast Network
Startup & Tech News from Germany, Austria, and Switzerland, powered by Startuprad.io™, delivers fast, actionable English-language coverage of startup, innovation, and tech developments across the DACH region. Hosted by Joe Menninger, this show is your shortcut to understanding Europe’s most dynamic innovation hubs — from Berlin to Vienna, Munich to Zurich. Each episode breaks down the most relevant startup funding rounds, policy shifts, and ecosystem trends — bringing you closer to the entre ...
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Blockchain Germany – Web3 Startups, Crypto Innovation & Venture Capital by Startuprad.io™
Startuprad.io™ – Europe’s Startup & VC Podcast Network
Blockchain Germany™, powered by Startuprad.io, is your front-row seat to the European blockchain revolution. From Berlin to Zug, Frankfurt to Vienna, host Joe Menninger dives deep into how Web3, crypto startups, and venture capital are transforming the continent’s innovation landscape. Every episode delivers founder stories, investor strategies, and insider intelligence from the beating heart of Europe’s decentralized economy. Whether you’re a founder building in blockchain, a VC exploring t ...
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Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
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Embark on a magical adventure into the wonders of your backyard with 'The Backyard Naturalists' podcast. Whether you're a curious nature lover or a seasoned enthusiast, our show is your ticket to discovering the enchanting world of your own outdoor space. Join us on a journey of discovery as we celebrate the beauty of your backyard and explore a wide range of fascinating topics. Learn how to transform your little piece of nature into a haven for local wildlife, and discover the joy of citize ...
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The Data Ecosystem: Why the Big Picture Matters (w/ Dylan Anderson)
47:37
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47:37Too often, data conversations get stuck in silos: tools, models, or dashboards in isolation. But data only delivers value when the entire ecosystem works together. In this episode, Dylan Anderson, Head of Data Strategy at Profusion, joins us to break down what it really means to think holistically about data. We'll explore how business strategy, or…
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Tech Corner: GOOGL Growing A.I. as Competition Piles Up
6:51
6:51
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6:51Alphabet (GOOGL) has experienced quite a turnaround year, touching $140 during the April lows before rallying all the way to $328 at the end of November. As George Tsilis explains on today's Tech Corner, Alphabet's growing A.I. segment and robust earnings continue to add muscle to the Mag 7 stock's long-term potential. However, keep headwinds in mi…
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TFC & CPAY Bull Case & Options Trades: What Markets Missed in Financial Space
6:25
6:25
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6:25Tony Zhang with OptionsPlay offers bullish technical analysis of two unsung financial companies on his radar. He makes the case that Truist Financial (TFC) is a buy even after breaking out to a 52-week high. Corpay (CPAY) blipped on his radar for its growth rates on cross-border payments. Tony also offers a pair of example options trades for Truist…
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Quiet Invasives — Why Invasive Plants Spread, and What You Can Do About It
28:44
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28:44In this eye-opening episode of The Backyard Naturalists, Debbie and Laurie sit down with Benjy Strope, Private Lands Management Biologist for the North Carolina Wildlife Resources Commission, to explore the sneaky, persistent, and surprisingly complex world of invasive plants. Inspired by Benjy's article "Quiet Invasives," this conversation gets ri…
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Wealthfront (WLTH) CFO on IPO & Building Fintech Customer Base
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7:15Alan Imberman, CFO of Wealthfront (WLTH), joins the Watch List after the company made its public trading debut Friday. He talks about how the fintech company is capitalizing on the digital landscape and how it collected a 1.3 million client base. Alan explains how Wealthfront differs from other newer fintech firms like SoFi Technologies (SOFI) and …
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Ambi Robotics CEO on Addressing Labor Shortages & Scaling Ecommerce
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8:32Jim Liefer, CEO of Ambi Robotics, explains how the company is utilizing A.I. and robotics in the warehouse space. He says the tech innovation allows companies using Ambi to address labor shortages while "uplifting" current workers. With holiday spending top of mind, Jim adds that these robotics give Ambi an edge in packaging logistics and giving cu…
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Friday's Final Takeaways: Rotation Out of Tech & Fed's Rate Cut
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2:50Sam Vadas takes investors through a pair of her top stories of the week, from the sell-off in tech stocks led primarily by Broadcom (AVGO) and Oracle (ORCL) to the FOMC's decision on interest rates. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetw…
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Schwab’s panel of experts discussed the forces shaping stocks, global markets, inflation, rates, and more to prepare traders for 2026. Hear from experts on where the markets may be heading, spot opportunities, and see what could drive your portfolio next year. ======== Schwab Network ======== Empowering every investor and trader, every market day. …
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Gaming and Leisure Properties (GLPI) rallied on Friday after the stock tapped 52-week lows earlier in the week. Alex Coffey talks about the upgrade from JPMorgan behind the casino real estate stock's push higher. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - http…
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1
RIVN Rallies on Accelerating A.I. Approach in Robotaxi Race
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6:27EV maker Rivian (RIVN) rallied to a 52-week higher as it takes the wheel in the A.I. race as an attempt to compete its greatest competitor, Lucid (LCID). Rick Ducat uses technical analysis to compare Rivian' to peers that include Lucid, XPeng Inc. (XPEV), and Tesla (TSLA). As for Rivian's stock chart, Rick points to an approaching apex as options a…
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Nadji: Significant Improvement in Office Attendance, ‘Diamond in the Rough’ for Investors
6:44
6:44
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6:44Hessam Nadji, CEO and President of Marcus and Millichap (MMI), discusses the real estate sector and the Fed’s latest “miss.” He argues the Fed is creating headwinds by not acknowledging how much the economy is slowing down. He says when the Fed hiked rates, it was historically difficult for real estate prices to adjust. However, it is starting to r…
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Orr: Gear Up for Santa Claus Rally Post-Christmas
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11:10Steven E. Orr says to get ready for the trading day after Christmas, when he expects a Santa Claus rally to kick in through the end of the year. With markets at all-time highs and plenty of money still on the sidelines, he thinks the melt-up this year could stand out. He highlights rotation in markets right now but thinks fund managers and investor…
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Johnson: ORCL Long-Term Bull Case, NVDA Not Expensive & Brace for 5-Year A.I. Buildout
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7:56Cory Johnson considers Oracle's (ORCL) contracts and incoming cash flow opportunities "fantastic" and calls its $300 billion OpenAI contract "the biggest... in the history of business." Because of this, he believes Oracle's expanding backbone of contract warrants the company's ballooning debt tactics. He adds that there's still plenty of reasonably…
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Lululemon (LULU) Facing ‘Difficult Holiday Period’ But Adds AI to Cut Returns
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8:09David Swartz and Sender Shamiss dig into Lululemon (LULU) earnings. David notes that it is facing a difficult 4Q, pressured by “significant discounting” as it tries to get rid of high levels of excess merchandise. He expects a “difficult holiday period” for the company while others are more successful. Sender looks at its integration of AI to cut r…
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Carole Liable’s A.I. Power Picks: PWR, CIEN, GLW & More
9:09
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9:09Carole Liable lists her A.I. Power Picks: grid & storage suppliers, data center infrastructure, and renewables and power. One of her picks in the industrial arena is Quanta Services (PWR), which focuses on “grid hardening.” She also likes Corning (GLW), and Ciena (CIEN), along with First Solar (FSLR), NextPower (NXT), and Comfort Systems (FIX). “Th…
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META's Data "Goldmine" & Ways A.I. Can Tap Into Consumer Habits
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10:46
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10:46It's no secret how large Facebook and Instagram are. @LikeFolio's Landon Swan says it should also be no secret that A.I. can use all this social media data to tap into the consumer psyche and further capitalize on big spending events like Black Friday. He explains how the two work in tandem and will continue to do so through Meta's A.I. buildout. =…
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Americans are Drinking Less, But Not at Historic Lows
5:55
5:55
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5:55Marten Lodewijks focuses on declining alcohol consumption. “We’re not at a historic low yet,” he says, and is comparable to 90’s levels – and much higher than the 70’s, he says. There have been dips before, but “what’s somewhat unique is the rapidity” of the fall. He looks at societal reasons for lower drinking, including generational dynamics, as …
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AVGO Earnings Show A.I. Demand "Accelerating" Amid Long-Term Buildout
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5:39Broadcom's (AVGO) earnings was a report Kim Forrest liked but believes the stock sold off when guidance didn't "exceed greatly." She adds that A.I. data center buildout will take more time than investors expect, pointing to a delay in an Oracle (ORCL) data center meant for OpenAI. @morningstar's William Kerwin sees the sell-off as a vast overreacti…
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Serve Robotics (SERV) CEO on 2025 Growth, 99.8% Succes Rate & 2030 Picture
7:52
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7:52Ali Kashani, CEO of Serve Robotics (SERV), returns to Schwab Network to talk about the company's growth from one metro area to six. He explains the effort that went behind a 99.8% successful delivery rate and the tech behind it. As for the long-term picture, Ali adds that autonomous delivery robots will be as common as cars or mailboxes. ======== S…
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Growth Stocks & Small Caps Overtake Mag 7 Momentum, GLD 15% Rally Potential
8:49
8:49
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8:49Chris Vermeulen (@TheTechnicalTraders) says there's a seasonal "sentiment shift" occurring as Mag 7 stocks stall. He believes growth stocks and small caps will lead the Santa Claus rally. Chris notes a "great trade" opportunity in precious metals like gold but warns it will happen fast before a fade. He explains the 15% rally he sees coming in the …
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Canaves: LULU's Next CEO Needs to "Reimagine" Company, Reel in Younger Crowd
6:51
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6:51Sky Canaves believes Lululemon's (LULU) CEO Calvin McDonald stepping down offers a chance for the company to restyle its business approach. She believes the upcoming leader needs to redress Lululemon's offerings to drawn in a younger audience, a demographic Sky sees as key for growth. George Tsilis turns to an example options trade for the stock. =…
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AVGO Hits Mark, Guidance "More Vague" Than Investors Hoped For
6:25
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6:25Marley Kayden breaks down Broadcom (AVGO) earnings and what investors are looking for in the future. The report was “a little more vague” than the Street was looking for, she says, especially in regards to guidance. Marley notes that analysts are staying bullish overall. Dan Deming brings an example options trade for AVGO. ======== Schwab Network =…
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KG: Monitoring Market "Fade," Next Week's Catalysts & Metal Breakouts
8:16
8:16
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8:16Tech weakness continued after the opening bell Friday which led to a market "fade." Kevin Green takes a closer look into the price action and how Broadcom (AVGO) and Oracle (ORCL) remain the main culprits behind weakness. As for next week, KG notes "volatile" days ahead as he highlights catalysts to keep top of mind. He then turns to technical anal…
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Emons: Employment Report Key to Fed’s Path Forward
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6:57Ben Emons highlights next week’s employment data as the key to understanding the Fed’s rate path from here. Expectations could “flip instantly” around rate cuts based on the report, although the Fed doesn’t always match market sentiment. Ben also comments on the Fed starting to buy T-bills, saying “there is some significance here.” ======== Schwab …
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Fed Shares Hawkish & Dovish Interest Rate Comments, Watch Unemployment Numbers
6:30
6:30
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6:30"We got a little bit of everything" from Fed officials Friday morning, says @CharlesSchwab's Collin Martin. He talks about the "mixed" comments of Austin Goolsbee who dissented against a December rate cut but offered a dovish view for 2026. Other Fed governors sprinkled in their own hawkish and dovish comments. As for next Tuesday's expected jobs r…
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COST & RH Earnings Move Retail Trade, Citigroup (C) Sees Upgrade
5:46
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5:46Pies are the big word when it comes to Costco's (COST) latest earnings, where the company posted an earnings beat and strong Black Friday sales. Diane King Hall talks about what the report means for all parts of the retail trade. RH (RH) shares pushed a strong rally even after EPS missed Wall Street's estimates. Diane then turns to the financial sp…
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Blagrove: ‘Hype Train Can Keep Rolling’ Short Term
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6:10“It’s a confounding time” for the economy, says Tony Blagrove, and sees a “lot of anxiety” around hyperscalers – though he adds the latter is “par for the course.” History “has not been kind” to major tech rollouts over the past few centuries, he argues. However, “the hype train can keep rolling” in the short term and he thinks the SPX could even h…
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"Revenge of the 493:" Equal Weight SPX's Bull Case for 2025's End
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5:58While tech has taken it on the chin, continuing this week in Broadcom's (AVGO) and Oracle's (ORCL) earnings, Kevin Hincks says market strength remains intact. Why? He tells investors to watch names outside of the Mag 7 as money rotates out of Big Tech and into unsung stocks and sectors. Kevin argues the equal weight trade can continue for the rest …
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Dale: ‘Historic Sea Change’ in U.S. Economic Policy, Fed Forced into Forever QE
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7:13Darius Dale calls Wednesday a “historic sea change” in U.S. economic policy as the Fed is forced to begin acquiring debt to top up bank reserves. While the Fed only plans to do this for a few months, he thinks they will be forced to continue forever – and calls this quantitative easing, no matter what the Fed says. Darius warns that at the end of t…
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Options Corner: Citigroup (C) First Place in Financial Group
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4:23Financial stocks experienced a strong 2025 but Rick Ducat notes Citigroup (C) as the strongest performer. He measures the stock's rally to peers like JPMorgan Chase (JPM), Goldman Sachs (GS), and Wells Fargo (WFC) to show where Citi stands. Rick's technical analysis shows how Citi's sharp rally can waver. He later turns to the options front and exp…
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Case for K-Shaped Economy: Jobs Weaken, House Prices Rise Amid Strong Consumer Spending
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8:07The jobs market is seeing contraction in the ADP and jobless claims numbers, and Chris Maxey makes the case that it adds to the labor weakness picture. Consumer health remains intact through metrics like retail sales but home price increases add pressure in a "K-shaped" economy. Chris points to lower interest rates as something that will help Ameri…
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Coinbase (COIN) has experienced a big drop from all-time highs, though Charles Schwab's Brett Crowther thinks consolidation offers an "inflection point" for the stock. That said, bearish momentum in Coinbase and the overall crypto space may open a trap door for the stock. ======== Schwab Network ======== Empowering every investor and trader, every …
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Money Staying in Markets, AVGO Earnings Slide & ORCL Attempting Rebound
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8:37
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8:37"Money in the market is staying in this market," says Kevin Green, explaining why he wasn't surprised to see Thursday's red day turn green. For Friday, he will continue to watch for a rotation out of tech and into once-overlooked sectors. KG turns to the earnings from in Broadcom (AVGO) as shares slide on CEO commentary despite strong earnings. He …
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WBD Battle Will 'Go on for Some Time,' PSKY 'Needs it More' Than NFLX
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6:25Seth Schachner tells investors to brace for a long back-and-forth between Netflix (NFLX) and Paramount Skydance (PSKY). He notes how mergers like these typically take upwards of a year or more before all the ink settles on the contract. Seth explains why Paramount Skydance "needs" Warner Bros. Discovery more than Netflix and routes CEO David Elliso…
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Microsoft Foundry Adds Mistral Large 3 to Azure AI Arsenal
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2:54In today's Cloud Wars Agent & Copilot Minute, I explore Microsoft's addition of Mistral Large 3 to its Foundry platform and why it's a major win for developers seeking open, enterprise-ready AI models. Highlights 00:11 —Microsoft Foundry is a platform from Microsoft, designed for building, customizing, and deploying GenAI applications and agents. I…
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Business Acumen & the Business of Data (w/ Solomon Kahn)
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55:45When people think about data work, they often picture analytics pipelines or machine learning models. But two areas that often get overlooked are just as important for broadening your impact: Business acumen — understanding markets, stakeholders, and how to become a trusted advisor. Data products — navigating purchased datasets like Nielsen's Billb…
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Adobe (ADBE) on Acrobat & Firefly Growth, Expanding A.I. Ecosystem
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7:38Adobe's (ADBE) vice president of investor relations, Doug Clark, guides viewers through the company's earnings to explain how the core business remains durable to competition and A.I. He taps Adobe's "freemium" Acrobat model as one seeing "incredible scale" that offers a long growth runway. Doug adds that Firefly will serve as a great tool for the …
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Your Age Is Now Required: Australia's Social Media Ban Explained
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36:29This week's Surveillance Report covers the dangerous reality that social media bans ARE age verification, India's push for even more invasive phone surveillance, a massive vulnerability actively exploited against major companies, the EU's new proposal to gut GDPR protections, Petco's escalating security disasters, border agents charging people for …
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Thursday's Final Takeaways: LLY Positive Drug Trial, Home Prices Turn Negative
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4:30Marley Kayden and Sam Vadas discuss Eli Lilly's (LLY) positive weight loss drug trial and how home prices turned negative. They also note that jobless claims rose and the trade deficit narrowed. They then look ahead to Friday's Broadcom (AVGO) and Costco (COST) earnings reaction. ======== Schwab Network ======== Empowering every investor and trader…
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YieldMax ETFs Launch New Funds around MSTR, NVDA, TSLA
4:21
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4:21YieldMax ETFs' Michael Khouw joins Market on Close to talk about three new funds YieldMax ETF launched around MSTR, NVDA, and TSLA. He also notes about that YieldMax ETFs are built to deliver weekly income and long-term growth potential on single stock positions. ======== Schwab Network ======== Empowering every investor and trader, every market da…
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Crypto Corner: Bitcoin's Key $90K Level & Post-Fed Crypto Expectations
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12:28Charles Schwab's Nathan Peterson joins Jenny Horne on this week's Crypto Corner and highlights why $90,000 is such an important level for Bitcoin. The key level he has for Ethereum: $3,000. Nathan then explains the FOMC's role in price action and points to its decision to buy $40 billion in treasury bills as a tentative catalyst. He also talks abou…
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Overlooked Stock: PL Soars on Earnings, Upped Guidance & Government Funds
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6:09Planet Labs (PL) rocketed more than 30% to the upside Thursday after the satellite imaging and data company posted earnings and guidance that impressed investors and analysts. As George Tsilis explains, Planet Labs' "aggressive" move into the government sector helped boost its outlook. Another critical customer backing Planet Labs on the commercial…
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AVGO Earnings & Options Face Pressure After Shares Rally 75% in 2025
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6:12Broadcom (AVGO) traded just off it's all-time high ahead of Thursday's after hour earnings, rallying 75% so far in 2025. Rick Ducat says its impressive how little people paid attention to the stock's stunning rise, especially when you measure its 12-month outperformance to Nvidia (NVDA). He takes investors through his technical analysis of Broadcom…
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Tanger (SKT) CEO: ‘Aspirational Consumer’ Driving Retail Resurgence
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7:14Stephen Yalof, CEO of Tanger (SKT), previews the trends to watch in holiday shopping. Tanger is a outlet mall chain with 41 shopping centers in North America; Stephen says consumer sentiment is rising and they saw strong traffic in November. “We’ve got an aspirational customer” that wants value, he says, “Gap is having a great resurgence,” along wi…
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Implications of Walmart (WMT) Moving Listing to Nasdaq from NYSE
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8:53Kevin Davitt looks at historical market data to check the likelihood of a market rally in the second half of December, with the potential for new all-time highs. Kevin also examines the implications of Walmart (WMT) moving its listing to the Nasdaq from the NYSE. “This is a key point in the calendar for all indexing businesses,” he notes, as they r…
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Ca$htag$: Lululemon (LULU) Aiming for ‘Bit of a Surprise’ Ahead of Earnings
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10:35Likefolio’s Landon Swan says Lululemon (LULU) has “really fallen off” since last year, but that gives it easier comps. However, holiday season shopping has been great for LULU, based on their data, and he thinks the upcoming report will take “a lot of Wall Street by surprise.” He adds that Likefolio is “pretty bullish” headed into earnings. =======…
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Kennedy: 2026 a ‘Show Me Story’ for the Bull Market
6:57
6:57
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6:57Patrick Kennedy emphasizes the need for market broadening and is looking more at the equal-weighted S&P 500 index to gauge how long the bull market can run, rather than the cap-weighted. “Bull markets don’t die of old age,” he says, but as they age, expectations become harder and harder to beat. “Next year is a show me story” because of this, he ad…
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2026 Oil Will See ‘Good Demand, Better Supply’, Price to $50 Before $70
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6:51Vikas Dwivedi reacts to the latest headlines around oil as Trump says the U.S. has seized an oil tanker off the coast of Venezuela. He thinks oil prices will hit $50 before $70 again, citing oversupply. “The surpluses are the largest we’ve seen,” he says, but they’re primarily on the water, muddying the picture of what supply really looks like. How…
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Brian Jacobsen and Steven Kates discuss the Fed’s rate cut yesterday and their path forward. Steven thinks the Fed is proving unwilling to “step forward” and deal with inflation. He sees concerns in the bond market about rising debt across the spectrum. Brian thinks jobs data next week will show the Fed’s case more clearly and anticipates another t…
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