WSJ’s Take On the Week
- Épisodes
- 141
- Parution
- hebdomadaire
- Dernier épisode
- 8 Nov 2026
À propos du podcast
WSJ's Take On the Week brings you the insights and analysis you need to get a leg up on the world of money and investing. We cut through the noise and dive into markets, the economy and finance. Join The Wall Street Journal's Telis Demos and Miriam Gottfried in conversation with the people closest to the hot topics in markets to get incisive analysis on the big trades, key players in finance and business news. The duo will bring actionable insights to a range of investors and business leaders while also entertaining a broader audience with lively, relatable conversations. Episodes drop Sundays.
Épisodes 141
Can Everyday Investors Beat the Pros in an AI Selloff?
Everyday traders have come a long way from the meme-stock frenzy of 2020. Armed with zero-commission trading apps, option contracts and dip-buying habits, retail investors have evolved into a market force. In …
Notes de l’épisode
Everyday traders have come a long way from the meme-stock frenzy of 2020. Armed with zero-commission trading apps, option contracts and dip-buying habits, retail investors have evolved into a market force.
In this episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried are joined by WSJ markets reporter Hannah Erin Lang and Scott Rubner, head of equity and equity derivatives strategy at Citadel Securities. They analyze how retail buyers serve as a crucial buffer against market volatility—stepping in to purchase stocks during major tech selloffs and Nasdaq corrections while institutional investors sell. They examine retail trading behaviors across the S&P 500, key market indicators, and how everyday investors are reshaping market dynamics.
Editor’s Note: This episode was recorded prior to the Nasdaq correction that occurred on Thursday, Nov. 5.
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further ReadingWall Street Gets $2.5 Trillion AI Reality Check With Historic Rout of Tech Stock
Retail Investors Bought the Dip Yesterday
He’s Letting AI Agents Invest His Money. They Even Have Names.
Everyday Traders Go From Fringe Players to Dominant Market Force
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos dive into the shifting credit markets financing the massive artificial intelligence build-out, examining how tech …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos dive into the shifting credit markets financing the massive artificial intelligence build-out, examining how tech giants like Amazon, Meta, and Alphabet’s Google—alongside major investors like Blackstone—are funding the boom. They ask: Are sinking AI bonds and tech stock selloffs a sign that investor demand for computing power is cooling, or is it just a temporary market recalibration?
WSJ Heard on the Street writer Asa Fitch joins the show to break down the highly leveraged businesses funding the AI computing revolution. Fitch analyzes the financial mechanics of companies like CoreWeave, which lease AI computing power to other companies. Plus, they break down why heavily-indebted tech infrastructure is causing market anxiety, and why giants like Nvidia are banking on CoreWeave to survive.
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
See How Anthropic Arrived at Its Mind-Boggling $40 Trillion Market Opportunity
Why Anthropic’s Rivals are Rooting for its IPO
Meta Plans up to $95 Billion in Financing to Power Its AI Growth
Two AI Chipmakers Make Up 34% of America’s Earnings Boom
Meta’s Muse Is Going Gangbusters. But Where Is the Payoff?
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Sign up for the WSJ's free AI & Business newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How AI Regulation Could Help the Public—and Investors Too
Could artificial intelligence surpass the internet in its transformative power? Jonathan Kanter, former assistant attorney general for the Antitrust Division of the U.S. Department of Justice under President …
Notes de l’épisode
Could artificial intelligence surpass the internet in its transformative power? Jonathan Kanter, former assistant attorney general for the Antitrust Division of the U.S. Department of Justice under President Joe Biden, suggests it might and talks about the challenge of creating effective regulation—offering insights on shareholder value, company valuations, and overall market impact.
On this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried examine the rapid expansion of artificial intelligence and the complex path toward regulating it. They discuss with Kanter why meaningful AI oversight relies on a functional Congress, how the Supreme Court's "major questions doctrine" creates hurdles for regulatory agencies, and why ensuring AI safety carries even higher stakes than regulating the early version of the internet.
But first, our hosts analyze SpaceX’s recent earnings report, driven up by its massive AI potential and a possible merger with Tesla. They also unpack the volatility in the nascent market for AI-backed corporate bonds.
News Corp, owner of The Wall Street Journal, has a content-licensing partnership with OpenAI.
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Why AI’s Deepest Mind Believes the World Is About to Change Radically
The Weak Points in AI Bonds Are Becoming Clearer
Politicians Are Turning Against AI, but Your Pension Is Riding on It
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What the Midterm ‘Affordability Election’ Means for Markets
It’s election season again, and affordability is on the ballot for voters. High gas prices, energy costs and persistent inflation continue to squeeze households—what does that mean for the upcoming midterm …
Notes de l’épisode
It’s election season again, and affordability is on the ballot for voters. High gas prices, energy costs and persistent inflation continue to squeeze households—what does that mean for the upcoming midterm elections and the stock market?
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos break down the latest Consumer Price Index (CPI) report, the sell-off in chip stocks and whether Federal Reserve interest-rate hikes are cooling the AI boom.
Then, Monica Guerra, head of policy and geopolitical strategy at Morgan Stanley Wealth Management, joins to discuss potential election outcomes, the possibility of a blue wave or divided Congress, and how local regulations on AI data centers and gridlock in Washington could impact investor portfolios and the S&P 500.
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
What Six Years of Inflation Mean for the Midterms
Inside Bessent’s Treasury: Tension, Turnover and Unmet Economic Goals
Midterm Anxiety Mounts for GOP as Democrats Try to Expand Battleground
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Why Cash Is King in the Era of Higher Interest Rates
Interest rates are up, and high-yield savings accounts are back— so why is so much of your cash still under-earning? In this episode of WSJ’s Take On the Week, hosts Telis Demos and Miriam Gottfried explore why …
Notes de l’épisode
Interest rates are up, and high-yield savings accounts are back— so why is so much of your cash still under-earning? In this episode of WSJ’s Take On the Week, hosts Telis Demos and Miriam Gottfried explore why it’s time to rethink where your money sits and treat cash as a true asset class.
But first, Telis and Miriam explore how high interest rates are impacting the economy, from commercial real estate to private equity. Plus, they preview upcoming earnings from big banks, including JPMorgan Chase, Goldman Sachs, Morgan Stanley, and more.
Then, MaxMyInterest founder Gary Zimmerman joins the show to share practical ways to unlock higher savings yields. Zimmerman shares his perspective on how to think about where you put your cash in this high-rate environment. Plus: will AI change the banking landscape and how we manage our deposits?
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Choosing the Right Bond Strategy for Today’s High-Yield World
Money Managers Are Asking Clients to Give the Bond Market Another Chance
Treasury Takes Aim at Tax-Avoiding Investment Strategies
Why Mortgage Bonds Are at Risk if Rates Rise—and if They Fall
Wealth Management Has a $3 Trillion Problem: Investors Are Keeping Too Much Cash
What Banks Stand to Lose From the Private-Credit Mess
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Why the SEC’s Proposal to Get Rid of Quarterly Reporting Is Bad for Investors
In this week's episode of WSJ’s Take On the Week, co-host Miriam Gottfried and Heard on the Street columnist Jonathan Weil break down why U.S. Treasury yields hit their highest levels since 2002, and how the …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-host Miriam Gottfried and Heard on the Street columnist Jonathan Weil break down why U.S. Treasury yields hit their highest levels since 2002, and how the delay of highly anticipated IPOs from AI giants like OpenAI and Anthropic could reshape the market. Next, they analyze whether these postponements are solely driven by AI safety concerns or if they signal broader weakness in the IPO market.
After the break, former SEC enforcement attorney Marc Steinberg joins the show to explain why the SEC’s controversial proposal to allow publicly held companies to elect semi-annual reporting could impact U.S. capital markets. He details the mechanical risks of this shift, arguing that reduced mandatory disclosure could trigger a wave of financial fraud and strip away essential investor protections.
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Investors Don’t Want to Scrap Quarterly Reports. Companies Should Think Twice.
Here’s Why the Fed Is on Hold—Maybe for a While
Ohio State University Professor Tzachi Zach’s Tracker: SEC Semi-Annual Reporting Proposal Tracker (S7-2026-15)
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Making Sense of Sky-High Treasury Yields
In this week's episode of WSJ’s Take On the Week, co-host Miriam Gottfried is joined by guest co-host and WSJ markets reporter Sam Goldfarb to break down the unprecedented surge in the 10-year Treasury yield …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-host Miriam Gottfried is joined by guest co-host and WSJ markets reporter Sam Goldfarb to break down the unprecedented surge in the 10-year Treasury yield. Meghan Swiber, U.S. rates strategist at Bank of America, joins the show to discuss what influences these yields, and how a 5% yield affects everyday borrowing costs including mortgage rates, which are again topping 7%.
Swiber unpacks the Treasury Department's surprising buybacks, and how this strategy compares to the actions the Federal Reserve took to mitigate the effects of the last financial crisis. Plus, how is the market reacting to the Fed, which is trying to battle inflation by hiking rates?
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
The Robust U.S. Economy Powers Through Rate Hikes and Rising Bond Yields
A Guide to Owning Bonds When They Are Selling Off
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 now …
Notes de l’épisode
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 now expected to have its initial public offering next year instead of this year. Will Anthropic follow suit? They also analyze the Federal Reserve's recent unanimous decision to hike interest rates, the mechanical impact of 10-year Treasury yields crossing 5%, and how these macroeconomic shifts are reshaping the bond market.
Next, Jefferies equity analyst Jon Petersen joins the show to explain how rising interest rates and limited supply are impacting real estate investment trusts (REITs). They also discuss the impact of AI on the sector. Are companies like Digital Realty and Equinix poised to fare well in the data center buildout? What about industrial REITs like Prologis and Stag Industrial? Plus, Petersen breaks down why the REIT sector could be a healthy safe haven for investors if the AI bubble bursts.
News Corp, owner of The Wall Street Journal, has a content-licensing partnership with OpenAI.
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Anthropic Researcher Quits Over ‘Out-of-Control’ AI Fears
Fed Delivers First Rate Hike in Years With Unanimous Vote
Malls Were Left for Dead. Now They Are the Top Performer in Commercial Real Estate.
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Moderna …
Notes de l’épisode
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 Moderna, Merck and Revolution Medicines—plus regulatory shakeups at the FDA. But is market hype running ahead of reality? Can the rally last?
On this week’s episode, co-hosts Telis Demos and Miriam Gottfried are joined by WSJ’s Heard on the Street columnist David Wainer to discuss how AI and competition from China are shifting the market, where pharma M&A is headed next, and how everyday investors should navigate the sector.
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Exclusive | Cheap Biologic Drug Alternatives Stall, Threatening U.S. Healthcare Savings
Hype for Moderna’s Cancer Vaccine Is Running Ahead of the Math
China is a Threat to Biotech’s Massive Bull Run
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 advance of the …
Notes de l’épisode
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 advance of the Federal Open Market Committee’s September policy meeting. They analyze why these economic indicators will draw heightened focus under Federal Reserve Chairman Kevin Warsh. Then Miriam and Aaron dig into Nvidia’s recent blowout earnings and whether we will see that echo in Broadcom’s earnings this week.
Next, Dan Rasmussen, founder and portfolio manager at Verdad Advisers, offers insight into the past year's small-cap stock surge following an extended period of underperformance relative to mega-caps. Rasmussen explains why private equity firms face a massive exit logjam from acquisitions of small companies due to inflated valuations. Finally, we ask Rasmussen: does value investing still work?
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Inflation Was 3.4% in July, Down Slightly From the Previous Month
Fed’s Preferred Inflation Gauge Remains Above Target Range
Nvidia Reports Blowout Quarter, Says Demand for AI Chips Is Getting Even Hotter
Nvidia’s $279 Billion Supply-Chain Gamble
Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground
Private-Equity Firms Are Sitting on a Nine-Year Backlog
A Better Mousetrap for Buying Small Stocks
Moderna Shares More Than Double on Success of mRNA Cancer Vaccine
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 conferences in …
Notes de l’épisode
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 conferences in the world. They are joined by Columbia Business School professor and former Federal Reserve Governor Frederic Mishkin, as well as the Journal’s Chief Economics Correspondent Nick Timiraos, to break down Fed Chair Kevin Warsh’s major move away from explicit forward guidance.
Together, they discuss why Wall Street is reacting with a "mini inflation scare" and rising long-bond yields, whether Warsh’s less-is-more communication strategy could undermine Fed credibility, and how his approach compares to Alan Greenspan’s legendary tenure. Plus, they examine what central bankers and investors need to watch for as Warsh prepares for his high-stakes speech in Wyoming.
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Fed Chairman Kevin Warsh’s Honeymoon With the Bond Market Is Already Over
Kevin Warsh Invokes Alan Greenspan to Shrink the Fed—and Strengthen Its Chair
Warsh Opens Press Conference Reaffirming Commitment to 2% Inflation
Bessent Leans Into His Role as America’s Bond Trader in Chief
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 professor at …
Notes de l’épisode
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 professor at Texas A&M University and former official at the Federal Reserve Bank of Dallas and the Treasury Department. Together, they analyze the latest inflation data and what it could mean for TIPS if Federal Reserve Chair Kevin Warsh changes the CPI calculation.
Later, Cetina explains why shorter-duration TIPS ladders and I bonds offer better risk protection than long-dated bonds, and why heavy Treasury bill issuance threatens market stability.
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
These Bonds Offer a Rare Buying Opportunity
Inflation Was 3.4% in July, Down Slightly From the Previous Month - WSJ
The CPI and Inflation, Explained
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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 a new …
Notes de l’épisode
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 a new business-led economy, or will it continue to be a consumer-led economy?
Before that, the hosts analyze the fallout from SpaceX earnings report and break down the evolving appetite for potential future IPOs for companies like OpenAI or Anthropic. They also set the stage for earnings reports coming out later this month from companies like Home Depot, Target and Lowe’s.
Plus, Wells Fargo’s Chief Equity Strategist Ohsung Kwon joins the show to break down the massive, overlooked impact of tariff refunds on consumer staples earnings. He also explains why the cycle of capital expenditures in AI is acting as a vital engine for the broader U.S. economy, and why AI job replacement fears may be significantly overstated.
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Wall Street Thinks It Knows How Tech Giants Will Make AI Pay
SpaceX Needs to Make Its Bigger Rockets Work
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 volatile …
Notes de l’épisode
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 volatile pricing—exacerbated by the U.S.-Iran conflict—might mean for inflation and the Fed going forward.
Then, BCA Research’s chief commodities strategist Roukaya Ibrahim joins the show to break down what’s behind oil’s volatile pricing. They discuss what current geopolitical tensions mean for oil and whether recent inventory data suggests a looming supply crunch. Plus, Ibrahim explains why the traditional link between gold and inflation has fractured, and how oil price shocks may impact the Fed.
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Kevin Warsh Asked the Market to Speak. It Answered.
Two Wars Put Stranglehold on Global Energy Supplies
U.S. Emergency Oil Reserve Hits Lowest Levels Since 1983: Why It Matters
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
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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 Kaitlin …
Notes de l’épisode
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 Kaitlin Hendrix, asset allocation research director at global investment firm Dimensional Fund Advisors, to decode investors' surging interest in private markets.
They break down how investors may already have exposure in their investment portfolios to private companies like Anthropic, Stripe and Flipkart, through holdings in companies like Alphabet's Google, Amazon and Nvidia. Hendrix explains why your public index fund might already provide the diversification you’re looking for, without the high fees. Plus, Jakab explains the way that big tech’s private company investments are boosting earnings to near-unprecedented levels.
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Earnings Forecasts Are on Steroids
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter, written by our guest host: Spencer Jakab.
Follow Miriam Gottfried here and Telis Demos here.
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How This $150B+ Wall Street Strategy Could Lower Your Taxes
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos are joined by Brent Sullivan, founder of Tax Alpha Insider, to dive into a hot, over $150 billion investing strategy …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos are joined by Brent Sullivan, founder of Tax Alpha Insider, to dive into a hot, over $150 billion investing strategy called “tax-aware long-short.” This strategy aims to help wealthy investors beat the market while lowering their tax bill by using leverage and short selling to actively harvest losses. Sullivan breaks down how this compares to other forms of tax-loss harvesting and whether the strategy is worth the risk (and cost) for the average investor. He also explains other ways investors can implement tax-aware investing in their own portfolios.
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Stock Gains Without All the Taxes? How the Hottest Trade on Wall Street Works
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Are Corporate Earnings in a Bubble? This Quarter Is a Test
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos preview earnings from Taiwan’s flagship chip maker, TSMC. They also break down why this coming week’s earnings from …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos preview earnings from Taiwan’s flagship chip maker, TSMC. They also break down why this coming week’s earnings from Johnson & Johnson, UnitedHealth Group and Abbott Laboratories won’t do much to save healthcare from its negative earnings growth expectations.
Then, Miriam and Telis are joined by Christine Short, head of research at Wall Street Horizon, which is part of the financial-services company TMX Group, to decode why analysts’ corporate earnings expectations are reaching exuberant highs. They ask: How are companies achieving such strong results without massive revenue growth, and are those gains sustainable?
Plus, Short explains how the AI buildout is reshaping corporate efficiency. They also discuss how companies like BJ’s Wholesale, FedEx and Nike are managing tariff refunds and what that has meant for consumers. They talk about what to expect from this week’s bank earnings, with JPMorgan, Goldman Sachs, Bank of America and others slated to report. Then the hosts examine the broader market’s health and what the Late Earnings Report Index, or LERI, which tracks when companies report later than expected, might be signaling about future volatility.
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Jet-Fuel Prices Have Plunged but Aren’t Resulting in Much Lower Fares
Meta Rakes It In, Yet Still Borrows Billions for AI
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Can Hot Consumer Companies Like Oura and Whoop Make Good IPOs?
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos dig into this past week’s tech selloff and how the market’s volatility reflected serious questions about spending for …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos dig into this past week’s tech selloff and how the market’s volatility reflected serious questions about spending for the AI buildout. They also look at how semiconductor players like Samsung, SK Hynix, and Micron are navigating the noise, and why even deep-pocketed tech titans like Meta are tapping the debt markets. They talk about how SpaceX’s bond sale reflects a broader trend of companies borrowing to fund AI infrastructure. Another strategy to fund AI? Cutting jobs. They break down the latest AI-fueled layoffs from Oracle, and whether this week’s U.S. jobs numbers will tell us anything about the state of AI job replacement. They examine the trend of corporate tech pivots, highlighting Allbirds’ radical shift to AI infrastructure and its rebranding as Smartbird.
Plus, Miriam and Telis are joined by health-tech analyst Stephanie Davis to assess whether consumer health companies make good public companies. They ask: Can health-tech wearables startups like Oura or Whoop be sustainable on their own, or are they better off absorbed by tech giants like Apple or Amazon? They break down consumer health companies’ failures of the past, including Fitbit’s meteoric rise and eventual acquisition by Google’s parent Alphabet. They also look at the broader "graveyard" of companies—from Peloton and GoPro to Roomba and Bird scooters—to see if any can replicate the rare, long-term success of a giant like Garmin.
Heads up, we’re taking a break next week! We’ll be back in your feeds July 12.
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Crazy Rich Returns Lure Cabbies and Even Kids to Red-Hot Asian Markets
Oura Rings Maker Files Confidentially for IPO After $11 Billion Valuation
The Wearable Boom Is Real. The Investment Case Is Murkier
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How Big Tech’s Financials Obscure the True Cost of the AI Buildout
In this week's episode of WSJ’s Take On the Week, host Telis Demos and Heard on the Street columnist Jonathan Weil sit down with Kevin Koharki, principal at CAE Consulting and professor at Purdue University, to …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, host Telis Demos and Heard on the Street columnist Jonathan Weil sit down with Kevin Koharki, principal at CAE Consulting and professor at Purdue University, to pull back the curtain on the opaque world of tech companies’ financial statements. They dig into why the massive infrastructure spend on AI data centers might be obscuring other fundamental corporate costs, specifically stock-based compensation.
Koharki explains why tech giants like Meta, Microsoft, Nvidia and Google’s parent company Alphabet need to provide clearer financial reporting. He breaks down the challenge investors face in distinguishing between necessary AI capital expenditure and other underlying costs, and why greater transparency is critical to accurately valuing these businesses in the current market.
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Meta Rakes It In, Yet Still Borrows Billions for AI
Turbocharged Earnings Are Pushing Stocks Higher. There’s a Catch.
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Hidden Risks of Buying Into Mega-IPOs Like SpaceX
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos break down the historic launch of SpaceX, the biggest initial public offering ever, which priced at $135 a share …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos break down the historic launch of SpaceX, the biggest initial public offering ever, which priced at $135 a share before popping 11% to open at $150 on Friday. The share price rose steadily after that, closing up 19%. Meanwhile, Tesla shares were volatile, though they ended higher on the day. Plus, the hosts look ahead to a major milestone at the Federal Reserve as Kevin Warsh presides over his first meeting as Fed chairman.
After the break, Owen Lamont, senior vice president and portfolio manager at Acadian Asset Management, breaks down whether the sudden rush to include mega-cap companies such as SpaceX into major indexes like the Nasdaq 100 and Russell 1000—often through specific rule changes—is a signal that the market is beginning to overheat. Then, they discuss the risks of buying into IPOs, particularly those with small floats (that is, a company’s available shares to trade) or lack of profitability. He explains what he calls the "third horseman of the bubble apocalypse" and whether current IPO plans for Anthropic and OpenAI are the beginning of a larger, potentially dangerous market trend.
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Is it Worth Investing in Unprofitable Companies? We Ran the Numbers
For a Select Few, IPOs Are Winners. Good Luck to Everyone Else.
A Guide to Buying SpaceX Shares via Your Brokerage Account
SpaceX Shares Closed Up 19% in Historic Debut as Musk Becomes First TrillionaireFor more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
NYU’s ‘Dean of Valuation’: Elon Musk’s SpaceX Isn’t Worth $1.77 Trillion
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos break down the unconventional lead-up to the SpaceX IPO. They examine the rocket maker's choice to propose a single …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos break down the unconventional lead-up to the SpaceX IPO. They examine the rocket maker's choice to propose a single price of $135 a share this past week, rather than a range, which set the valuation at around $1.77 trillion. The hosts also discuss the number of shares being offered to retail investors and the broader IPO boom—including Anthropic and OpenAI—that is poised to impact passive index investors.
After the break, they are joined by NYU Stern School of Business professor Aswath Damodaran, widely known as the "Dean of Valuation" or the "Valuation Guru." Damodaran dissects SpaceX's estimated more than $28 trillion total addressable market, calling the around $26 trillion portion tied to AI more of a "wish than an expectation." He talks about the risks of investing in a founder-controlled company like SpaceX, where Elon Musk retains the majority of the voting rights due to its share structure. He also explains why momentum for the company’s stock could matter more than valuation.
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
A Guide to Buying SpaceX Shares via Your Brokerage Account
Why It Matters if OpenAI or Anthropic Wins the IPO Race
Terms Revealed for SpaceX’s Unconventional $75 Billion IPO
Alphabet’s $80 Billion AI Fundraising Push Shows the Value of Being a Public Company
S&P 500 Won’t Change Rules for SpaceX
FTSE Russell Latest to Make U.S. Index Inclusion Easier Ahead of SpaceX IPO
SpaceX IPO Could Start a Great Divergence in Index Returns
Morgan Stanley Sees SpaceX’s Revenue Reaching $3.4 Trillion in 2040
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Why This Ex-Trump Economist Says the Fed Needs to Raise Interest Rates
In this week's episode of WSJ’s Take On the Week, co-host Telis Demos is joined by Heard on the Street editor Aaron Back to discuss the economy, inflation, and the appointment of the new Federal Reserve …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-host Telis Demos is joined by Heard on the Street editor Aaron Back to discuss the economy, inflation, and the appointment of the new Federal Reserve chairman Kevin Warsh. They are joined by Joe Lavorgna, Americas chief economist at SMBC and a former counselor to Treasury Secretary Scott Bessent. Lavorgna argues that the Fed has an inflation problem that is so entrenched that it calls for a hike.
Lavorgna breaks down how massive fiscal stimulus and the recent supply shock from the Iran War and the Strait of Hormuz closure have pushed inflation higher, making a disinflationary boom unlikely. He addresses the question of whether AI-induced productivity will be disinflationary, and how we’ll know.
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.
Further Reading
Trump Picked Warsh for Fed Chair to Cut Rates. Markets Are Bracing for the Opposite.The Fed Keeps Getting Hit With New Shocks in Its Yearslong Inflation Fight
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
From Walmart to Wall Street: Who Is Really Winning in This Economy?
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos analyze the K-shaped economy, contrasting flourishing corporate capital expenditures—driven by massive AI investment …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos analyze the K-shaped economy, contrasting flourishing corporate capital expenditures—driven by massive AI investment from companies like Nvidia—with the struggling consumer economy. They discuss Nvidia's risks ahead of its earnings this upcoming week, including rising chip costs and the troubles of its key customer OpenAI. The discussion shifts to soaring wholesale prices rising faster than consumer prices all while pressuring corporate margins. They also look ahead to earnings reports from retailers Target and Walmart, and preview earnings for Home Depot and Lowe's, which face headwinds from high mortgage rates and a muted spring housing market.
After the break, Adam Josephson, founder of consumer-focused research company Sakonnet Research, joins the show to explain the disconnect between Wall Street and Main Street. He argues that a buoyant financial economy, where large banks are seeing asset growth from lending to hedge funds and private credit, is masking a deeper consumer weakness. Josephson discusses the gap between corporate earnings and everyone else. He says that while real average weekly earnings have seen little growth, corporate profit margins are at all-time highs. He details how this economic pressure on the consumer is reflected in falling box shipments, the rise of discount retailers, and the growing share of spending on healthcare. He warns that the market is being propped up by excessive financial leverage, and suggests ways investors can think defensively.
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO
Nvidia Is Buying the Chip Supply Chain
Housing Market’s Spring Is Shaping Up as a Bust After April Sales Were Flat
Elon Musk Testifies He Was a ‘Fool’ to Fund OpenAI
Inflation Soared to 3.8% in April, Driven by Gasoline Prices
Wholesale Inflation Shot Higher in April
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Billionaire Investor on the Data Center Boom and Oil's Breaking Point
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos discuss what’s beyond the surge in semiconductor companies like Broadcom and Micron. They examine economist Ed …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos discuss what’s beyond the surge in semiconductor companies like Broadcom and Micron. They examine economist Ed Yardeni’s "Buzz Lightyear theory"—which says that demand for compute power will increase to infinity and beyond—that has led to S&P 500 earnings growth expectations surpassing the 2000 tech bubble peak. Plus, they analyze the impact of the fatal hantavirus outbreak on cruise-line stocks.
After the break, billionaire philanthropist and former energy trader John Arnold joins Miriam and Telis at a live taping of the show at the WSJ’s Future of Everything event. Arnold offers an analysis of how the U.S.-Iran conflict is shaping oil markets and discusses the factors preventing crude oil from reaching initial forecasts of $150 to $200 a barrel. He details how the Iran war underscores America's energy-security strengths, which should prompt hyperscalers to prioritize the U.S. for data-center expansion over Middle Eastern alternatives. Finally, he talks about a new focus of Arnold Ventures—the call for guardrails on prediction markets and sports betting—arguing that gambling regulation should remain under state jurisdiction rather than the Commodity Futures Trading Commission.
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading:
Memory Makers Are the Hottest Thing in Tech. Are They Making Too Much Money?
Why Almost Everyone Loses—Except a Few Sharks—on Prediction Markets
The 33-Day ‘Atlantic Odyssey’ That Turned Into a Hantavirus Nightmare
U.S. Regulator Sues New York State for Prediction Markets Crackdown
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Josh Brown’s ‘HALO’ Stocks Strategy: Investing in What AI Can’t Replicate
In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried examine the shifting power dynamics at the Federal Reserve as Kevin Warsh’s chair nomination moves toward …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried examine the shifting power dynamics at the Federal Reserve as Kevin Warsh’s chair nomination moves toward confirmation. Then, they break down some of the biggest earnings reports from this week, including private markets giants Apollo Management, KKR, and Sixth Street Specialty Lending. Plus, they look ahead to Disney and McDonald’s earnings, and talk about how these companies are keeping up with consumers.
Josh Brown, CEO of Ritholtz Wealth Management and co-host of The Compound and Friends podcast, explains his "HALO" framework—Heavy Assets, Low Obsolescence—and why the era of "capital light" software dominance is facing an existential threat from AI. Brown details why physical incumbents like Caterpillar, McDonalds, and Walmart are emerging as the preferred AI trades, as investors seek refuge in companies with physical moats that cannot be replicated by large language models.
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Wall Street’s Latest Bet Is on ‘HALO’ Companies With AI Immunity
Wall Street Is Sorting Software Companies Into Winners and Losers
Traders Now See Rate Hike as More Likely Than Rate Cut This Year
Senate Banking Committee Advances Kevin Warsh to be Next Fed Chair
Powell to Remain on Fed Board, Citing Legal Pressure From Trump
Private-Credit Warning Signs Flash After Blue Owl Unloads $1.4 Billion in Assets
An Exodus of Money Endangers Wall Street’s Private-Credit Craze
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Prediction Markets: Investing, Gambling or a Haven for Insider Trading?
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos look at why the Magnificent Seven stocks—including Microsoft, Meta, and Google parent Alphabet—are losing their …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos look at why the Magnificent Seven stocks—including Microsoft, Meta, and Google parent Alphabet—are losing their luster. Are investors finally demanding to see results from AI spending, or are they content with the continued AI infrastructure spending? Then, they dive into the residential real-estate cycle, where we’ve seen national rent growth hit a decade low. Could deeply discounted multifamily Real Estate Investment Trusts, or REITs, be the value play of the year?
Then, Telis and Miriam confront prediction markets, which have been in the news lately for high-profile arrests of insiders accused of trading on confidential information. They are joined by former Susquehanna International Group trader Andrew Courtney, co-founder of prediction markets platform Kalshinomics, who digs into the mechanics of these zero-sum contracts, insider trading and the ongoing legal battles with the U.S. Commodity Futures Trading Commission over their classification. Courtney details how professional market makers provide the liquidity that distinguishes them from a bet against the house. And he gives his take on how investors should engage with prediction markets.
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
U.S. Soldier Charged With Using Classified Information to Bet on Maduro’s Ouster
White House Warns Staff Not to Place Bets on Prediction Markets Amid Iran War
Trio of Polymarket Accounts Made $600,000 Betting on Iran Cease-Fire
Court Sides With Kalshi in Major Ruling for Prediction Markets
The AI Spending Spree Is Far from Over
The U.S. Has More Fancy Apartments Than It Is Able to Fill
Rent Price Increase Puts Market on Path to Landlord-Friendly Environment
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Why This Economist Says Immigration Crackdown is Reshaping U.S. Job Growth
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos take off with a conversation on airlines. Alaska, Southwest, United and American are all reporting this upcoming week …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos take off with a conversation on airlines. Alaska, Southwest, United and American are all reporting this upcoming week. Telis and Miriam get into how these carriers are dealing with skyrocketing fuel prices. Plus, they explore why luxury giants like LVMH and Kering are cooling even as the S&P 500 clears the 7,000 mark. They also talk about the mounting political drama surrounding the nomination of Kevin Warsh to succeed Jerome Powell as chair of the Federal Reserve.
After the break, Miriam and Telis are joined by Wendy Edelberg, nonresident senior fellow at the Brookings Institution think tank to get into how an immigration crackdown may explain why the U.S. jobs numbers have been so volatile. Edelberg explains why traditional job growth numbers are no longer a reliable gauge of economic health and why a "breakeven" rate of zero jobs might actually signal a strong market under the current immigration policy shift, and how the U.S. labor market is becoming like Japan’s. Finally, she offers some insight on why the Fed may need to rethink its calculus on interest rates as job growth potentially turns negative.
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Spirit’s Bankruptcy Exit in Flux as Jet Fuel Prices Surge
Delta’s Ace in the Hole for Surging Jet Fuel Costs: Its Own Refinery
How Airline Passengers Are Being Hit by the Jet-Fuel Crunch
Facing Soaring Fuel Costs, Delta Tells Customers to Plan for Pricier Flights
Trump’s Fed Chair Pick Kevin Warsh Is Caught in an Unprecedented Standoff
Wall Street Is Whiffing on Its Economic Forecasts
Breaking Down the Booming March Jobs Report
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Why Carson Block Says AI and Passive Investing Could Break the Stock Market
In this week's episode of WSJ’s Take On the Week, host Miriam Gottfried and guest host Peter Rudegeair are joined by prominent short seller Carson Block, CEO of Muddy Waters Capital, who explains how AI is …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, host Miriam Gottfried and guest host Peter Rudegeair are joined by prominent short seller Carson Block, CEO of Muddy Waters Capital, who explains how AI is poised to fundamentally reshape society, the economy and global markets. With hyperscalers like Google, Microsoft and Meta Platforms continuing to dominate major indices and the Federal Reserve maintaining a wait-and-see position, are we finally entering a short sellers’ market? Block breaks down what he sees as the inherent fragility of a market dominated by passive investing and argues that AI-driven job displacement could trigger a historic market correction.
After the break, the conversation turns to the world of private credit, where Block sees practices that he finds troubling. He also weighs in on the SEC’s proposal to eliminate quarterly reporting requirements and whether such a move would hinder or help the work of short sellers. Finally, we look at Block’s rare long position in Snowline Gold, a junior gold mining company. Is this legendary market bear finally embracing his inner bull?
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
What to Do About the Stock Market’s Concentration
What You Should Do About the Stock Market's Giant Problem
Auto-Parts Supplier First Brands Files for Bankruptcy
Jim Chanos, Short Seller Who Took On Enron and Tesla, to Close Hedge Funds
Wall Street’s Pre-Eminent Short Seller Is Calling It Quits
Black Swan Manager Sees Huge Rally, Then 1929-Style Crash
Meme-Stock Investors, Opendoor CEO
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How Emerging-Market Bonds Can Hedge Against U.S. Market Volatility
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos break down the math behind current oil price fluctuations and what the market is signaling about the duration of the …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos break down the math behind current oil price fluctuations and what the market is signaling about the duration of the Iran conflict. Food manufacturers and producers ConAgra Brands, Cal-Maine Foods and McCormick are reporting their earnings this upcoming week. Will these companies continue to pass on some of their high expenses to customers or will they absorb the rising costs? And a couple of the show’s listeners share their takes on the oil vs. gold portfolio hedge.
After the break, Telis and Miriam are joined by Eric Fine, portfolio manager and head of active emerging market debt at global investment management firm VanEck. Fine explains the concept of fiscal dominance and why he believes the roles of developed and emerging markets have reversed. He makes the case for why bonds for countries like Brazil and Colombia may now offer more stability than U.S. Treasurys. Plus, they discuss why some emerging-markets strategies have been abandoned in favor of strict fiscal discipline.
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Is It Time to Diversify Away From U.S. Stocks Into Global Markets
Grocery Price Inflation: Customer Reactions
Unilever in Talks to Separate Food Business and Combine It With McCormick
Brazil’s Central Bank Cuts Rates; Future Actions Unclear Amid Middle East Conflict
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Will High Oil Prices Kill Demand? Why JPMorgan Says Book Your Travel Now
In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried analyze the Federal Reserve’s latest decision to hold rates steady—and the surprising shift in market expectations …
Notes de l’épisode
In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried analyze the Federal Reserve’s latest decision to hold rates steady—and the surprising shift in market expectations toward a potential hike. They break down Fed Chair Jerome Powell’s take on the Misery Index and whether stagflation is truly returning this year. The hosts also discuss what to watch for at the upcoming CERAWeek energy conference.
After the break, Miriam and Telis are joined by Natasha Kaneva, head of global commodities research at JPMorgan. Kaneva explains the math behind why oil could hit a $125 ceiling and why $90 marks the red line for global demand destruction. She details China's push for energy self-sufficiency, and shares critical advice for your summer travel plans.
This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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 [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Fed Holds Steady and Maintains Rate Cut Projection
How Waiving the Jones Act for Oil Tankers Would Work
Oil Markets' New Reality: The Gulf Disruption Isn’t Going to End Soon
IEA Proposes Largest Ever Oil Release From Strategic Reserves
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
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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