Citi downgrades the U.S. market and upgrades China. Are overseas markets really the better play? We discuss. Plus, the Ontario Prime Minster breaks down why some electricity bills in the U.S. could rise by $100 a month. And, the tech sector has lead the sell-off in the past two months, so are there opportunities? Goldman Sachs’ tech portfolio manager gives us the names he’s buying right now.
Mar 11, 2025•42 min•Transcript available on Metacast The market sell off intensifies today as policy questions remain. How do you position in such a volatile environment and is the EU really the place to be? Plus, the commodity sector outperforming equities this year. Can you still buy into the area and which commodity is best? And, a new Chinese AI tool has some on Wall Street asking if we’re in for a DeepSeek moment 2.0.
Mar 10, 2025•43 min•Transcript available on Metacast The Treasury Secretary telling CNBC that the economy could be “starting to roll a little bit.” What does that mean for investors? We discuss. Hewlett Packard Enterprise sinking on the back of a weak report and guidance. The CEO joins us to discuss the quarter and tariffs. Plus, as the markets continue to take a downturn, what are the charts telling us about where we go from here? We’ve got the technical take.
Mar 07, 2025•42 min•Transcript available on Metacast As the administration announces a one month reprieve on certain tariffs, what does it mean for the markets and investors? Will the rally reemerge? Plus, the CEO of Jack Daniels Maker, Brown Forman on earnings and tariffs as his products are taken off shelves in Canada. And, there’s been a significant rise in auto delinquencies raising concerns about the fiscal health of the consumer. We look at the numbers.
Mar 06, 2025•44 min•Transcript available on Metacast The markets now negative since the inauguration as tariffs rattle investors. What’s next and can Washington calm fears? Plus, House Ways and Means Ranking Member, Richard Neal, breaks down why the President should be reconsidering these tariffs, what’s next for tax reform. And, will counter tariffs from Canada raise your electric bill?
Mar 05, 2025•43 min•Transcript available on Metacast “Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.
Mar 04, 2025•1 hr•Transcript available on Metacast The markets are counting down to the tariff implementation tomorrow and a potential government shutdown next week. Can investors handle the political uncertainty? Plus, the President announces he will back a bitcoin strategic reserve. We speak with Microstrategy’s (Strategy) CEO on why the U.S. needs one to stay ahead of the world. And, as the tech trade continues to underperform is it time to pivot to healthcare?
Mar 03, 2025•42 min•Transcript available on Metacast Ukraine President Zelenskyy arrives at the White House to meet with President Trump as a deal for rare-earth minerals remains front and center. Then the Street reacts to an in-line inflation print, but under the surface signs of a consumer slowdown emerge. What’s it mean for economic growth? We discuss. Plus the CEO of Tapestry, the best performing consumer discretionary stock this year, on the impact of tariffs to the business and how they are changing the growth strategy after terminating a me...
Feb 28, 2025•43 min•Transcript available on Metacast How should investors play Nvidia after reporting Q4 results? Carl Quintanilla and Sara Eisen speak with one investors who says he’s buying any pullback in the stock. Then underneath the recent sell-off in Tesla Shares. Barclays has more on the unwind of what they call the ‘OG meme stonk’ and why fundamentals may matter again. Plus with the inversion of the 10-year Treasury yield and the 3-month note, should investors be worried about a potential market downturn? All that and more on Money Movers...
Feb 27, 2025•43 min•Transcript available on Metacast “Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.
Feb 26, 2025•32 min•Transcript available on Metacast White House top trade advisor, Peter Navarro, discusses the administration’s plans to move forward with tariff plans. On the back of weak consumer data, can the market rally continue? We’ll debate. And Amer Sports is looking to diverse manufacturing as tariffs loom. We talk to the CEO about that, earnings and the state of the consumer.
Feb 25, 2025•46 min•Transcript available on Metacast “Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.
Feb 24, 2025•42 min•Transcript available on Metacast The Fed is being more vocal about the uncertainty new policies are creating for them. What could the consequences be of the unknows? Plus, job cuts have begun at the IRS. What it means for audits and filings. And, we’ll dive into two big themes we could see in the industrials this year…M&A and tariffs.
Feb 21, 2025•47 min•Transcript available on Metacast “Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.
Feb 20, 2025•42 min•Transcript available on Metacast “Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.
Feb 19, 2025•42 min•Transcript available on Metacast “Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.
Feb 18, 2025•42 min•Transcript available on Metacast As the market continues to rally and yields continue to move higher, Bruce Richards of Marathon who manages $23 billion, says now is the golden age of for the credit markets. Plus, Palo Alto reports better than expected earnings but the stock falls. We speak with the CEO about the company’s future strategy. And, why the new administration is looking to go after regulation for the banking and energy industry.
Feb 14, 2025•43 min•Transcript available on Metacast From Washington to Wall Street, Former NEC director and Goldman Sachs President, Gary Cohn joins us to break down what the markets want to hear from the new administration and what the new tariffs could mean for the economy. Plus, what two days of hot inflation data mean for the Fed’s next move. And, Apple partners with Alibaba as it tries to launch AI in China.
Feb 13, 2025•43 min•Transcript available on Metacast Stock coming off two straight down weeks as the magnificent seven stocks can’t seem to prop up the market. So where will the next wave of growth come from? We’ll discuss. Plus, steel and aluminum appear to be the next wave of tariffs on deck. What does it mean for the sector? We’ll discuss. Consumer giant Edgewell misses estimates as currency volatility takes hold. We’ll speak with the CEO.
Feb 10, 2025•43 min•Transcript available on Metacast A murky jobs picture and a drop in consumer confidence has the markets on edge. What could it mean for the future of Fed rate cuts? We’ll discuss. Plus, the CEO of Affirm on the company’s big earning beat and consumer credit demand. And, the President considering removing the carried interest tax break. What will it mean for Wall Street? We’ll discuss.
Feb 07, 2025•43 min•Transcript available on Metacast As we close out the busiest week of earnings, do the numbers justify the continued rally? We’ll discuss. Plus, Ralph Lauren stock hits an all-time high as earnings beat. The CEO walks us through the quarter and talks tariffs. And, NFL salaries continue to rise, we’ll speak to one money manager who helps players manage their money amid the changing landscape.
Feb 06, 2025•32 min•Transcript available on Metacast Alphabet shares tumble as the company disappoints the street. What’s next for the internet giant and the rest of the big tech stocks? Plus, Fiserv CEO joins us to talk about the company’s earnings and his plans as the President’s social security nominee. And, one of the largest global real estate investment firm discusses why experiences are the future of real estate development.
Feb 05, 2025•43 min•Transcript available on Metacast As the market continues to digest the back and forth on tariffs, where’s the best place to put money to work? Janus Henderson makes the case for small and mid cap stocks. Plus, a new investigation by China and increasing competition on AI – we’ll get you set up for Alphabet’s earnings. And, Greg Ip discuss the darkening clouds around Europe.
Feb 04, 2025•42 min•Transcript available on Metacast As the President announces new tariffs, Boston Fed President Susan Collins breaks down what it means for the Fed’s next move on rates with the potential for higher inflation. Plus, what’s next for emerging markets as tariffs take place? Is there any place that’s safe to play? And, lumber and homebuilder materials could rise significantly if tariffs stay in place… can the homebuilders handle the costs and what does it mean for the spring selling season?
Feb 03, 2025•46 min•Transcript available on Metacast Despite the big weekly volatility, the Nasdaq is closing out with gains. Can next week’s tech earnings keep the rally going? Plus, Palantir CEO Alex Karp shares his views on the new administration, AI developments, the future of the company and much more in an extended interview. And, the DOJ sues to block HPE’s acquisition of Juniper. The CEO joins us in a first on CNBC interview to defend the deal.
Jan 31, 2025•42 min•Transcript available on Metacast “Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving
Jan 30, 2025•57 min•Transcript available on Metacast As the AI race heats up, could it be a “watershed” moment for the software stocks? We debate and give you some names to buy. Plus, why the new administration could be bullish for small caps. And, Teva’s CEO discusses the company’s outlook, transition and the future of drug pricing negotiations.
Jan 29, 2025•42 min•Transcript available on Metacast Tech stocks took a dive on worries about AI spending, but one tech veteran says don’t panic and stay invested. Plus, the CEO of Royal Caribbean breaks down the quarter after reporting very strong booking. And, Box CEO Aaron Levie on why software could be the big winner following the DeepSeek AI concerns.
Jan 28, 2025•42 min•Transcript available on Metacast “Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.
Jan 27, 2025•42 min•Transcript available on Metacast “Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.
Jan 24, 2025•43 min•Transcript available on Metacast 
