Episodes

  • Lead Challengers React to Tariff Ruling, plus Impact for Retail, Housing & the AI Buildout 2/20/26
    Feb 20 2026

    After the Supreme Court ruled the Trump administration’s tariffs are illegal, we hear from two of the top players in the legal battle. The CEO of Learnings Resources, one of the lead challengers in the Supreme Court case. We also speak with the Counsel of Record for V.O.S. Selections, the wine and spirits company whose name is on one of the leading suits. Plus, how does the ruling impact individual sectors? The breakdown for housing, retail and the AI buildout.


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

    Show More Show Less
    53 mins
  • AI Fears and Earnings, Wheaton CEO on Silver & Gold Volatility, Carvana CEO Responds to Short Seller Report 2/19/26
    Feb 19 2026

    Goldman’s Chief U.S. Equity strategist explains why despite fears surrounding AI disruption, recent earnings reports have shown solid growth. Why he’s standing by his 7,600 year-end S&P 500 target. Then the CEO of Wheaton Precious Metals on the price action in gold and silver, and how that’s impacting his business. Wheaton just announcing a big deal with a top global miner. And the CEO of Carvana reacts to earnings and responds to recent short seller reports surrounding the company’s financials. Why he says they have no merit.


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

    Show More Show Less
    42 mins
  • JLL CEO on CRE, Mark Zuckerberg Arrives at Trial, FIFA President 2/18/26
    Feb 18 2026

    The CEO of commercial real estate giant JLL breaks down the company’s most recent results plus lays out the impact of AI on the sector amid potential fears of a pull-back in office leasing activity. Then Meta’s Mark Zuckerberg arrives at the courthouse in L.A. ahead of his testimony over the harm of the company’s algorithms on kids and teens. Plus, the President of FIFA on the impact of the 2026 World Cup for the U.S. economy.


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

    Show More Show Less
    43 mins
  • Medtronic & eToro CEOs on Results, Twilio CEO on Software Fears, Quantum Company Goes Public 2/17/26
    Feb 17 2026

    The CEOs of Medtronic and eToro join the show to break down quarterly results. eToro seeing crypto volumes plunge along with the price of the asset but investors liking what they heard in terms of outlook. Then, the CEO of Twilio on how his company is using AI and why certain companies are being caught up in the software sell-off. Plus, a new quantum company going public on the NYSE. The CEO of ‘Infleqtion’ joins the join with the stock jumping in early trade.


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

    Show More Show Less
    43 mins
  • Top Nat Gas Provider on AI Power Demand, DHS Funding Lapse Impact on TSA, Moving Beyond Nvidia 2/13/26
    Feb 13 2026

    The CEO TC Energy, one of the largest nat gas pipeline operators in the North America, joins the show after posting better than expected results. Plus, he breaks down what AI power demand means for prices. Then with funding for DHS set to expire at midnight, TSA funding is in jeopardy. The impact for travelers during the holiday weekend. And some of the top AI companies are proving they can train their chips without Nvidia’s hardware. The possible ripple effects for the rest of the market.


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

    Show More Show Less
    43 mins
  • AI Fears Move Beyond Software, AWS CEO, DOJ Antitrust Chief Resigns 2/12/26
    Feb 12 2026

    AI fears are impacting other parts of the market beyond software. A look at the most recent sector facing investor skepticism, with some names down 20%+. Then, the CEO of AWS with Amazon’s first reaction to its ambition $200B capex plans, related to the AI buildout. And breaking news from Washington with changes at the DOJ. Why the Trump administration’s antitrust chief is stepping down.


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

    Show More Show Less
    46 mins
  • Money Movers 2/11/26
    Feb 11 2026

    “Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.


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

    Show More Show Less
    47 mins
  • NY Fed Report of Consumer Debt, Hasbro CEO on Earnings, The Tale of Two AI Markets 2/10/26
    Feb 10 2026

    Breaking this hour: The New York Fed publishing its most recent report, showing the nation’s household debt jumped in Q4 to $191B. Student loans playing a large part of the equation. Then the CEO of Hasbro joins the show with his first interview post-earnings, the stock doubling over the past two years. And a look at the tale of two AI markets. Why U.S. and Chinese markets have been having very different reactions to the latest AI advancements.


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

    Show More Show Less
    44 mins