Episode (119)
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From Walmart to Wall Street: Who Is Really Winning in This Economy?
May 17, 2026In 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 in...
Billionaire Investor on the Data Center Boom and Oil's Breaking Point
May 10, 2026In 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 ...
Josh Brown’s ‘HALO’ Stocks Strategy: Investing in What AI Can’t Replicate
May 03, 2026In 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 co...
Prediction Markets: Investing, Gambling or a Haven for Insider Trading?
Apr 26, 2026In 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 th...
Why This Economist Says Immigration Crackdown is Reshaping U.S. Job Growth
Apr 19, 2026In 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 upco...
Why Carson Block Says AI and Passive Investing Could Break the Stock Market
Apr 12, 2026In 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 ...
How Emerging-Market Bonds Can Hedge Against U.S. Market Volatility
Mar 29, 2026In 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 duratio...
Will High Oil Prices Kill Demand? Why JPMorgan Says Book Your Travel Now
Mar 22, 2026In 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 expect...
Why a Closed Strait of Hormuz Is a ‘Smoking Risk’ for Global Markets
Mar 15, 2026In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried discuss how attacks in the Strait of Hormuz are sending shockwaves through the markets and pushing oil price...
Is Bitcoin Still 'Digital Gold'? How Investors See It Now
Mar 08, 2026In this week’s episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried discuss why a surge in oil prices following U.S. strikes on Iran is fueling fresh inflation fears, and how t...