Episode (113)
Halaman 7 dari 12
What Trump's Tariff Agenda Means for Markets
Mar 02, 2025On WSJ’s Take On the Week, co-host Telis Demos talks with reporter Miriam Gottfried about what is driving a slide in 10-year Treasury yields. Then they get into the upcoming jobs report and whether an...
What to Know About AI and the Nuclear Power Trade
Feb 23, 2025On WSJ’s Take On the Week, co-host Telis Demos talks with reporter Peter Rudegeair about this coming week's latest inflation gauge, the personal-consumption-expenditures price index, or PCE, and what’...
Why Walmart Is Trading Like a Big Tech Stock
Feb 16, 2025On WSJ’s Take On the Week, co-host Telis Demos talks with Aaron Back, WSJ’s Heard on the Street column editor, about the latest inflation report and what it could mean for the Federal Reserve. They al...
Is Bitcoin Buyer MicroStrategy Worth Its Premium Price?
Feb 09, 2025On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the whiplash surrounding tariffs, including what could be next for the U.S. and China. They also get into the latest in th...
The Anti-AI Investment: Why This Investor Is Betting Big on Sports
Feb 02, 2025On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos start off the show with the latest on the surprise dark horse in AI, DeepSeek, and what the development means for companies like Micr...
Investors' Big Question: Is the Fed Done Cutting Interest Rates?
Jan 26, 2025On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss Wall Street’s reaction to President Donald Trump’s inauguration and his slew of executive orders. They talk about the preside...
What Trump 2.0 Means for Banks, Crypto and More
Jan 19, 2025On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss the latest news on the L.A. fires and their impact on the insurance market. Then, they get into Donald Trump’s presidential i...
Will Dealmaking Boom Under Trump? Lazard CEO Peter Orszag Weighs In
Jan 12, 2025On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dive into what almost everyone on Wall Street is fixated on right now: rising bond yields. Then they explore what Disney’s potential ...
WSJ’s Take On the Year: Market Trends to Watch in 2025
Jan 05, 2025AI was a big stock market theme in 2024. We’ve talked about it, and heard it many times. But it was far from the only thing that happened in stocks last year. We saw record-breaking growth from power ...
Goldman Sachs Economist Jan Hatzius on His 2025 Economic Outlook
Dec 22, 2024Jan Hatzius, chief economist and head of global investment research at Goldman Sachs, joins co-hosts Gunjan Banerji and Telis Demos for the show’s last episode of 2024. They talk about Jan’s 2025 econ...