WSJ's Take On the Week - podcast cover

WSJ's Take On the Week

The Wall Street Journalwww.wsj.com
WSJ's Take On the Week brings you the insights and analysis you need to get a leg up on the world of money and investing. We cut through the noise and dive into markets, the economy and finance. Join The Wall Street Journal's Telis Demos and Gunjan Banerji in conversation with the people closest to the hot topics in markets to get incisive analysis on the big trades, key players in finance and business news. The duo will bring actionable insights to a range of investors and business leaders while also entertaining a broader audience with lively, relatable conversations. Episodes drop Sundays.
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Episodes

Why Mohamed El-Erian Is Worried About a 2024 Recession

Mohamed El-Erian is one of the world’s most respected economists and he has growing concerns about a recession in 2024. El-Erian previously served as the chief executive and chief investment officer at financial services company Pimco, and now is the chief economic advisor at Pimco’s parent company, Allianz, one of the world’s largest insurance and financial services firms. He is also the president of Queens’ College at the University of Cambridge. In this special episode of WSJ's Take On the We...

Nov 08, 202325 min

Snap, Crackle, Drop. What Kellogg's Split Says About the Snack Business.

This week, we’re turning our attention to breakfast cereals and snacks. Kellogg, the company responsible for cereals like Frosted Flakes and snacks like Pringles, in early October split into two companies: WK Kellogg and Kellanova. WK Kellogg maintained the company’s cereal products, while Kellanova kept snacks. Snacks have been big business for companies, but with changes to eating habits brought on by obesity drugs like Ozempic and Mounjaro, these companies may face some struggles ahead. WK Ke...

Nov 05, 202321 min

Looking Ahead to This Week’s Fed Meeting and the Future of Crypto

This week, we’re opening up our digital wallets and examining the current state of crypto. Wall Street hasn’t been talking much about crypto this year, and that silence has been golden for digital assets. The price of bitcoin has jumped by more than 100% year to date. Cryptocurrency exchange platform, Coinbase , is expected to report earnings this week so we’re chatting with Jeff Dorman, the chief investment officer of Arca, a crypto-focused asset manager, to find out why he thinks crypto will s...

Oct 29, 202322 min

From Recession Fears to Too Good? What This Week’s GDP Data Will Tell Us

This week, we're looking ahead to the GDP data for the third quarter of 2023 to find out how much the American economy grew from July to September. Thanks to higher than expected numbers from the latest retail sales and jobs reports, economists have lowered the probability of a recession occurring next year to below 50 percent, the lowest it's been since summer 2022. With recession worries now taking a back seat, attention has shifted to the economy’s surprising growth and why it just might be t...

Oct 22, 202324 min

A Key Fed Official on What’s Next for Interest Rate Hikes

This week, we’re looking at what the Federal Reserve is watching as it plots the course of interest rate hikes. In their most recent meeting, last month, minutes revealed that a majority of Fed members say one more rate hike would be appropriate. We’re two weeks away from the next Fed meeting, and investors are paying close attention as the decisions made will play a significant role on consumer spending and banks’ deposits . Mary Daly, the president of the San Francisco Federal Reserve , joins ...

Oct 15, 202320 min

Big Banks, Big Yield and a Big Release for Taylor Swift

This week, we have banking and the recent rise in government bond yields in focus. Mary Daly, president of the San Francisco Federal Reserve, tells us that the run-up in bond yields means the need for another interest rate hike is “diminished.” But with the September jobs report showing job growth remaining stronger than expected , and the Fed seemingly committed to keep interest rates high , what could that mean for three of the biggest banks, JPMorgan Chase , Wells Fargo and Citigroup , who ar...

Oct 08, 202320 min

Jobs Report and Student Loans and Strikes. Oh My!

It’s a new month and quarter, and this week, we’re talking about three big pieces of economic news that could impact your money: the September jobs report, the turnover or JOLTS report, and the return of student loan payments. Last month, we saw job gains easing and unemployment ticking higher. Now, as student loan payments resume , economist Danielle DiMartino Booth makes the case that we’re heading for recession . We’re also previewing earnings from Constellation Brands , the company that made...

Oct 01, 202321 min

What Nike Earnings Tell Us About the State of Retail

This week, we have our eye on the sneaker giant Nike . The company behind the Lebron 21, Air Force 1 and Air Jordans is expected to report its first quarter earnings, and it comes at a pivotal time. Nike stock is down around 20% year to date, as it faces a glut of inventory and a rash of thefts . Ahead of the holiday shopping season, Barclays analyst Adrienne Yih explains why she thinks it’s time to Just Do It and bet on Nike stock going higher. We’re also adjusting our collars as we gear up for...

Sep 24, 202321 min

What the Fed’s September Meeting Means for Your Investments

This week, the Federal Reserve is gathering to make its latest interest rate decision. The central bank is widely expected to hold rates steady, but the FOMC September meeting will give us a lot of clues about the future of the economy and the direction of the stock market. Former Fed official Vincent Reinhart, now chief economist at Dreyfus and Mellon, talks about how a new approach from the central bank could affect our money. We’ve also got our eyes on FedEx . The shipping giant is expected t...

Sep 17, 202320 min

You’re Paying More for Your Home. Yes, That’s Inflation

The market’s next move will be determined by what happens with inflation , and this week, we’re looking ahead to the latest Consumer Price Index inflation report. One of the biggest drivers of inflation right now is housing costs . Chief economist at Zillow , Skylar Olsen, helps break down how the housing and rental markets are contributing to high inflation. Plus, WSJ’s Deputy Editor in Chief Charles Forelle joins to discuss Charles Schwab’s recent financial troubles and what those could mean f...

Sep 10, 202321 min

Introducing WSJ's Take On the Week

WSJ’s Take On the Week is a new weekly podcast that looks ahead at the events on the economic and business calendar to explain what they mean for your money and investments. With straightforward analysis and insight from guests who know what matters, this show provides you with what you need to know to take on the week. Episode 1 will be available September 10. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 05, 20233 min
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