Episode (113)
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How One Investor Is Profiting From Consumers’ Love of Travel
Nov 02, 2025In 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...
Why This Analyst Says Robinhood Is More Than a Meme Stock
Oct 26, 2025In 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...
Why This Legendary Investor Says We're in a Stock Market Bubble
Oct 19, 2025In 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...
If Trouble Is Brewing for Banks, Here's Where to Spot It
Oct 12, 2025In 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...
Trump Is Meddling With the Fed. Why Don’t Markets Care?
Oct 09, 2025In both economics and politics, there is a widespread view that central banks should be free of political pressure, with cautionary tales around the world of what happens when politicians meddle: out ...
Why This JPMorgan Analyst Says Now Is the Time to Buy Municipal Bonds
Oct 05, 2025In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos explore how the Federal Reserve’s independence, a government shutdown and volatility around tariffs are drivin...
Will AI Spending Pay Off? Or Are We in a Bubble?
Oct 02, 2025Artificial intelligence spending is hitting epic levels as Big Tech companies shell out for massive data centers to power new chatbots and other AI services. But will the spending--expected to amount ...
Automakers Are Hitting the Brakes on EVs. Will That Help Their Stocks?
Sep 28, 2025In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos kick things off by talking about perpetual futures or “perps,” which are offering turbocharged bets on bitcoin...
Gold Is at Record High. Is It Still Time to Buy?
Sep 25, 2025Gold prices are up more than 40% this year, on track for their best year since 1979—when a global energy crisis fueled an inflationary shock that thrashed the world economy. And while it's a very d...
Billionaire Investor Cliff Asness on Managing Market Risk and 'Buffer' ETFs
Sep 21, 2025In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk to billionaire investor Cliff Asness, the co-founder and chief investment officer of AQR Capital Manageme...