Episode (119)
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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...
The ‘Infinite Money Glitch’ Making the Trump Family Millions
Sep 18, 2025The Trump family’s latest venture—a so-called “crypto treasury” stock—could generate their biggest payday through the WLFI token from World Liberty Financial, while being a potential minefield for inv...
Introducing: Ticker Shock
Sep 17, 2025Listen in on conversations of The Wall Street Journal's sharpest financial minds. Featuring the Journal’s award-winning columnists and writers Alex Frangos, Chelsey Dulaney and James Mackintosh, the p...
Who Really Pays for Tariffs? Citi’s Trade Lead on the Economic Impact
Sep 14, 2025In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about Oracle's shocking more than 40% stock surge after the technology company said it won several billio...
Why This Economist Says Government Economic Surveys Can’t Be Replaced
Sep 07, 2025In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the bond market, the post-Labor Day volatility it experienced due to concerns over the Federal Rese...