Episodes
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9AM HOUR: Big Market Week: Bessent, Warsh and Earnings from Nvidia 8/24/26
The bond market remains a central influence on market sentiment, with treasury policies and yields signaling broader economic concerns.
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11AM Hour: Anthropic Investor on Upcoming IPO, Owner of Rare Trading Card & Crypto's Rally 8/21/26
The bond market continues to influence equities, especially with the 10-year treasury yield remaining elevated, affecting investor sentiment.
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10AM Hour: Jefferies Chief Market Strategist, Investing in AI & Manhattan Rents Surge 8/21/26
The U.S. economy remains resilient with strong consumer spending, despite recent retail sales and employment data showing some weakness.
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9AM Hour: Stocks and Bessent After the Sell-Off, Oil Prices and the Trump Effect, Walmart Price Target Cut Parade 8/21/26
The bond market and geopolitical tensions significantly influence stock market stability and investor sentiment.
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11AM Hour: Exclusive Interviews with Treasury Secretary Scott Bessent & St. Louis Fed President Alberto Musalem 8/20/26
The U.S. Treasury is prepared to enact further market interventions if necessary to ensure yields reflect economic fundamentals.
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10AM Hour: Walmart CFO on Earnings, California AG on Paramount-Warner Brothers Discovery Deal & Meta Child Safety Trial 8/20/26
U.S. Treasury yields are highly sensitive to signals from the Treasury Department and global oil prices, with increasing debt levels raising concerns about sustainability.
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9AM HOUR: Cramer's Micron CEO Exclusive in Boise, Walmart Tumbles, Oil Jumps and Yields Rebound 8/20/26
Micron is investing $10 billion in a new AI and memory research lab to lead in memory technology critical for AI development.
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11AM Hour: Moderna and Merck Shares Surge, Former CEA Chair Jason Furman & Chinese Robotics Company Soars in Shanghai Debut 8/19/26
Market sentiment remains optimistic, driven by strong earnings forecasts and innovations in AI and robotics.
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10AM Hour: Yields Retreat on Treasury Plan, Major Skin Cancer Breakthrough, Defense Tech Firm Goes Public 8/19/26
The U.S. Treasury's liquidity support move is a short-term effort to influence bond yields, but it comes with significant collateral damage and systemic risks.
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Yields Fall on Treasury Decision, OpenAI-Anthropic Revenue Race, Moderna Soars 100% 8/19/26
U.S. Treasury's recent debt management actions are helping to lower long-term yields, which could support equity markets in a challenging rate environment.
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11AM Hour: CVC Marathon's Bruce Richards, Kalshi Board Member on Prediction Markets & Meta Trial Begins 8/18/26
Not summarized yet
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CNBC Investing Club: Cramer’s Morning Take on Home Depot 8/18/26
Not summarized yet
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10AM Hour: Global Bond Yields Spike, Evercore’s Roger Altman, Meta Goes to Trial 8/18/26
Not summarized yet
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9AM Hour: Global Bond Sell-Off Weighs on Stocks, Home Depot Beats, Meta Heads to Trial 8/18/26
Not summarized yet
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CNBC Investing Club: Cramer’s Morning Take on Memory Stocks 8/17/26
Memory is a crucial, often underestimated, asset class likely to see renewed interest.
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11AM Hour: Former Tesla President Jon McNeill, OpenAI President's First Comments on Executive Exodus & AI Heads to the High Seas 8/17/26
Geopolitical tensions in the Middle East and Iran-U.S. relations are significantly impacting oil prices, energy markets, and global supply chains.
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10AM Hour: Berkshire’s Alphabet Stake, Real Estate Execs React to NYC Pied-à-Terre Tax, Ferrari EV Sets Auction Record 8/17/26
The stock market's recent rally is driven by easing rate hike fears, optimism around earnings growth, and stabilization in AI and tech investments, but caution remains due to valuation concerns.
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9AM Hour: Memory Chips Rally, Anthropic's AI Boost, Trump's Message on Iran War and Gas Prices 8/17/26
Rising bond yields across global markets indicate growing concerns about credit conditions and economic stability.
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11AM Hour: Disney CEO Josh D'Amaro, Apple's New Texas Facility & Prediction Market Headwinds Grow 8/14/26
Disney CEO Josh D'Amaro emphasizes the importance of cohesiveness across Disney’s various divisions and the strategic role of streaming, parks, and content creation in future growth.
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10AM Hour: Wall St. Legend Leon Cooperman, Memory Stocks Bounce Back, OpenAI’s Talent Exodus 8/14/26
Economic indicators present a cautiously optimistic view, but uncertainties remain amid inflation concerns.
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