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Enterprise software has been one of the market's biggest losers, but are investors overreacting to AI fears? Piper Sandler's Billy Fitzsimmons joins us to break down whether AI is truly disrupting the software business model, why valuations have collapsed, where opportunities still exi ...
Don Schneider joins us to break down Treasury’s surprise buyback announcement and what it signals about the bond market, long-term rates and the government’s broader issuance strategy. We also discuss the persistent U.S. deficit, whether the economy can actually grow its way out of the debt burd ...
Alex Goldfarb joins us to explain why a lack of new real estate supply could create a powerful opportunity for REIT investors. We discuss the rebound in office, industrial and retail, how AI is driving unexpected demand for space, and why construction costs are keeping new supply constrained. Al ...
This week, we break down the three biggest themes driving today's market: accelerating economic data, exceptional corporate earnings, and the broadening of market leadership. We discuss why manufacturing PMIs continue to surprise to the upside, what another outstanding earnings season says ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Michael Kantrowitz, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.