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Contagion Fears Emerge From SVB Meltdown
Hugh Hendry, OG Contrarian
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Three Stock Picks From Aaron Pek of Value Investing Substack
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Home Prices, Consumer Confidence
Listen now (8 min) | Stock futures are rising from the debt ceiling deal reached over the weekend. Or is that just the AI hype train gathering momentum?
PCE Deflator Brings Focus Back to Inflation
Listen now (8 min) | Stock futures are mostly unchanged ahead of the latest iteration of the Fed’s preferred inflation gauge, with the debt ceiling…
AI-Juiced Nvidia Reclaims the Narrative for Tech
Listen now (11 min) | Everything AI-related is rallying after NVDA’s blowout earnings report, leading to a massive bounce for tech stocks...
AI is Overhyped, Will Only Exacerbate Inequality
Listen now (33 min) | Simon Johnson discusses his book, 'Power and Prosperity, Our Thousand-Year Struggle Over Technology and Prosperity' and its…
Fed Meeting Minutes, More Retailer Earnings, Debt Ceiling Drama
Listen now (8 min) | Stock futures are dropping, with silence over debt ceiling negotiations growing louder…
Retailer Earnings, Flash PMIs
Listen now (9 min) | Lowe’s reports the same issues as HD and Target last week where consumer discretionary purchases are concerned…
Debt Ceiling: The Countdown Begins
Listen now (7 min) | Stock futures are flat ahead of a quiet day in terms of known events, leaving most of the focus on debt ceiling talks…
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