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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 abo…
EV adoption is entering a new phase as higher gasoline prices, robotaxis, artificial intelligence, and global competition reshape the automotive industry. We sit down with Piper Sandler's Alex Potter to discuss why Chinese automakers continue gaining market share, how Tesla's vertically i…
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 exist,…
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 burden,…
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. Alex …
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