WSJ's Take On the Week

WSJ's Take On the Week

The Wall Street Journal

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Episode (119)

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21
Inside China’s Pursuit of Tech Dominance–and What It Means for the U.S.

Inside China’s Pursuit of Tech Dominance–and What It Means for the U.S.

Dec 18, 2025

This week we’re bringing you an episode of our sister podcast What’s News Sunday, a weekly show tackling the big questions about the biggest stories in the news. In this week’s special episode, Lingli...

22
Why a Crack in the AI Boom Could Trigger a Recession

Why a Crack in the AI Boom Could Trigger a Recession

Dec 14, 2025

In this week's episode of WSJ’s Take On the Week, co-host Telis Demos and guest host Hannah Erin Lang discuss the Federal Reserve's recent rate cut and whether further easing is expected in 2026. They...

23
Why the Fed’s Balance Sheet Matters as Much as Its Interest-Rate Decision

Why the Fed’s Balance Sheet Matters as Much as Its Interest-Rate Decision

Dec 07, 2025

In this week’s episode of WSJ’s Take On the Week, co-host Telis Demos is joined by WSJ markets reporter Hannah Erin Lang to discuss the return of investor optimism as the S&P 500 approaches all-time h...

24
Is It Time to Diversify Away From U.S. Stocks Into Global Markets?

Is It Time to Diversify Away From U.S. Stocks Into Global Markets?

Nov 23, 2025

In this week's episode of WSJ’s Take On the Week, co-host Telis Demos and guest host Hannah Erin Lang discuss the volatility of the AI trade and how Nvidia's earnings report at least somewhat helped r...

25
How Trillions in New AI Debt Will Test the Bond Market

How Trillions in New AI Debt Will Test the Bond Market

Nov 16, 2025

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss the lingering economic impact of the U.S. government shutdown and why a lack of crucial inflation and ...

26
Amazon and Netflix Are Winning: Can Old-School Media Compete?

Amazon and Netflix Are Winning: Can Old-School Media Compete?

Nov 09, 2025

In this week's episode of WSJ’s Take On the Week, co-host Telis Demos and guest host Miriam Gottfried discuss the Supreme Court case challenging President Trump's reciprocal tariffs and how that’s pla...

27
How One Investor Is Profiting From Consumers’ Love of Travel

How One Investor Is Profiting From Consumers’ Love of Travel

Nov 02, 2025

In this week's episode of WSJ’s Take On the Week, guest host Miriam Gottfried speaks with Eric Resnick, CEO of private equity investment manager KSL Capital Partners, about the resilience of the trave...

28
Why This Analyst Says Robinhood Is More Than a Meme Stock

Why This Analyst Says Robinhood Is More Than a Meme Stock

Oct 26, 2025

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss market speculation, from the recent sputtering in the gold rally to what to expect from this week's Fe...

29
Why This Legendary Investor Says We're in a Stock Market Bubble

Why This Legendary Investor Says We're in a Stock Market Bubble

Oct 19, 2025

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dig into the latest big bank earnings and what they signal about the health of the U.S. consumer. Next, they e...

30
If Trouble Is Brewing for Banks, Here's Where to Spot It

If Trouble Is Brewing for Banks, Here's Where to Spot It

Oct 12, 2025

In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos is joined by Miriam Gottfried to tackle gold’s continued rally. They discuss the debate over whether its surge is a bet against t...

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