WSJ's Take On the Week

The Wall Street Journal
undefined
Mar 24, 2024 • 23min

Are Inflated Prices Due to Corporate Greed? This Report May Tell Us

This podcast delves into the impact of corporate greed on inflation, analyzing data from the U.S. Bureau of Economic Analysis. They also discuss the state of the labor market post-Covid and Buzzfeed's earnings report after embracing AI technology last year.
undefined
Mar 17, 2024 • 22min

Tale of Two Feds: Will Interest Rates Drop and is FedEx a Tech Company?

This podcast discusses the potential impact of the Federal Reserve's decision on interest rates and how it may affect the stock market. They also delve into FedEx's shift towards adopting technology in their business strategies and the implications for investors. Additionally, the podcast explores the emerging trend of music royalties becoming asset-backed securities and the opportunities it presents for investors.
undefined
Mar 10, 2024 • 25min

How Confident Are the CEOs of America’s Largest Companies?

Explore CEO confidence and its impact on investments, with insights from economist Joe Brusuelas and Kickstarter's CEO Everett Taylor. Dive into global economic performance, innovative growth strategies, consumer sentiment, and 'supercore' inflation data. Learn how CEOs' outlook can influence market trends and investor decisions.
undefined
Mar 3, 2024 • 23min

What This Week’s Jobs Reports Could Tell Us About the State of the Consumer

This podcast discusses the significance of upcoming jobs reports, market anticipation, and consumer behavior insights from experts. They also explore how retail giants like Target and Costco are adapting to consumer trends and how the upcoming U.S. presidential election may impact market strategies.
undefined
Feb 25, 2024 • 22min

What Paramount’s Earnings Report Could Tell Us About the State of Streaming

This podcast discusses Paramount Global's earnings report, potential acquisitions, and impact on streaming. Market analysts share insights on investor expectations and market reactions to inflation data. Additionally, CFOs from major companies prepare for leap day, highlighting disparities in treatment of salaried and hourly workers.
undefined
Feb 18, 2024 • 24min

ARK Invest's Cathie Wood: AI Boom is Real, But Still Selling Nvidia

Cathie Wood, CEO of ARK Invest, shares insights on selling Nvidia stock. Discussion on Nvidia's performance, AI boom, and inflation impact on housing market. WSJ's housing reporter talks about rising mortgage rates, home sales, and DIY renovations.
undefined
Feb 15, 2024 • 27min

BlackRock’s Rick Rieder on Bitcoin, the Fed and His Big Worry in 2024

Rick Rieder, Global asset allocation team leader at BlackRock, discusses his excitement about a return to normalcy in 2024, his hope for faster interest rate cuts by the Fed, his interest in bitcoin, and his big worry about the US national debt in the long term.
undefined
Feb 11, 2024 • 24min

Will DoorDash Deliver the Economy a Romantic Dinner this Valentine’s?

 Why will DoorDash’s earnings report deliver a better check-up for the U.S. economy than Marriott, Coca-Cola and Kraft-Heinz this week? Because the affordable luxury of food delivery is a great barometer for how much Americans are still willing to spend. Jason Helfstein, Oppenheimer and Company’s managing director and head of Internet research, tells us why he’s giving the stock a buy rating and how he thinks the latest changes to minimum wage laws will affect stockholders. And it’s still all about inflation. WSJ markets reporter Eric Wallerstein joins us to break down why this week’s CPI inflation report could really move markets. Plus, Valentine’s Day is on the way, which for many means gifts. We look at which sector might see a boost from the holiday of love. Further Reading As CFOs Prepare for an Unpredictable 2024, Here’s What Tops Their Checklists  Investors Are Almost Always Wrong About the Fed  Why Inflation Is Rising Again: Breaking Down the December CPI Report  11 Valentine’s Day Gifts to Warm Her Heart (and Everything Else)  For more coverage of the markets and your investments, head to WSJ.com.  Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Feb 4, 2024 • 22min

What Shifting Consumer Habits Mean For CVS, Pepsi, and Beyond

This week, multinational food, snack, and beverage company, PepsiCo is set to release their fourth quarter financial results. The soda maker has made headlines recently after their products were removed from European supermarket chain, Carrefour. The split follows a recent announcement by PepsiCo's chief financial officer, Hugh Johnston, that the company is expecting to slow price hikes this year. Jeremy Goldberg, portfolio manager at Professional Advisory Services, joins us to share what these moves will mean for investors. Then, we're turning our attention to CVS Health Corp’s earnings this week. The retail pharmacy chain recently announced plans to close dozens of pharmacies inside Target stores as pharmacies struggle to grow retail profits. WSJ reporter Anna Matthews joins to share what this means for the company's future and what it says about the state of drugstores. We wrap up the show with a 'happy birthday' to Meta, which will be celebrating the 20th anniversary of Facebook later this week. Sal Rodriguez, WSJ's social media reporter, joins us to discuss what the tech giant may be looking forward to next. Further Reading PepsiCo, Grocery Giant Bicker Over Who Dumped Whom  CVS Is Closing Pharmacies Inside Some Target Stores  Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Jan 28, 2024 • 21min

What This Week’s Fed Rate Decision and Tax Season Means for Investors

Former St. Louis Fed President shares thoughts on interest rate decision, Apple's virtual reality headset release and its competition with Microsoft, and tips for tax season for investors

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app