WSJ Podcasts

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[WSJ Podcasts @WSJPodcasts]

Are tech giants hiding the real cost of the AI buildout? @telisdemos and @JonathanWeil are joined by Kevin Koharki (@caecoach) on WSJ’s Take On the Week to break down why investors need a clearer view of the financial statements.

Listen🎧:https://t.co/cwZI72dsMz

[WSJ Podcasts @WSJPodcasts]

Listen 🎧: New York Mayor Mamdani’s focus on the cost of housing helped get him elected. Will it work for others? @SabrinaSiddiqui interviews Mamdani about his plans, endorsements and working with President Trump. https://t.co/bAPRdXm2Vu

[WSJ Podcasts @WSJPodcasts]

Listen 🎧: What did investors learn from Kevin Warsh’s first meeting as Fed chairman? And is SpaceX stock coming back to earth? @MoiseNoise runs through What’s News in Markets.
https://t.co/bAPRdXm2Vu

[WSJ Podcasts @WSJPodcasts]

@miriamgottfried @telisdemos Owen Lamont of Acadian Asset Management breaks down whether profitability still matters, the "IPO pop" phenomenon, and how passive investors can stay defensive in a market that might be getting frothy. ➡️ https://t.co/cwZI72dsMz

[WSJ Podcasts @WSJPodcasts]

🚨 New pod alert! 🚨 This week on WSJ's Take On the Week, @miriamgottfried and @telisdemos are joined by portfolio manager Owen Lamont of Acadian Asset Management to investigate new index rules around Mega-IPOs.

Listen🎧: https://t.co/cwZI72dsMz

[WSJ Podcasts @WSJPodcasts]

@miriamgottfried @telisdemos Then, Owen Lamont of Acadian Asset Management breaks down why a "desert of IPOs" followed by a sudden rainstorm of offerings might be what he calls the "third horseman of the bubble apocalypse."

[WSJ Podcasts @WSJPodcasts]

Listen 🎧: Health insurance enrollment is especially low in Georgia. Sabrina Siddiqui talks to two pollsters—one Republican, one Democrat—about how spiraling premiums could sway midterm voters in the Peach State and across the U.S. https://t.co/bAPRdXm2Vu

[WSJ Podcasts @WSJPodcasts]

History suggests IPO waves can be risky. Owen Lamont of Acadian Asset Management joins @miriamgottfried and @telisdemos on WSJ’s Take On the Week to explain why retail investors should approach mega-cap debuts like SpaceX with caution.

Listen🎧: https://t.co/cwZI72dsMz

[WSJ Podcasts @WSJPodcasts]

Listen 🎧: How did the largest IPO in history move markets before it even started trading? And can an NBA playoff run create shareholder value? @MoiseNoise runs through What’s News in Markets.
https://t.co/bAPRdXmAL2

[WSJ Podcasts @WSJPodcasts]

Is SpaceX worth around $1.77 trillion? WSJ’s Take On the Week co-hosts @miriamgottfried and @telisdemos are joined by NYU professor @AswathDamodaran, who breaks down the mega IPO, and why the company’s AI business is not quite what it seems.

Listen🎧: https://t.co/cwZI72dsMz

[WSJ Podcasts @WSJPodcasts]

Listen 🎧: Why did Broadcom's strong earnings trigger a chip selloff? And what does the standoff in the Middle East mean for oil prices? @MoiseNoise runs through What’s News in Markets.
https://t.co/bAPRdXm2Vu

[WSJ Podcasts @WSJPodcasts]

@telisdemos @AaronBack @Lavorgnanomics And finally, @Lavorgnanomics discusses the difficulty of shrinking the Fed's balance sheet in the Warsh era and what the jobs report (especially wage growth) will signal to the Fed about future tightening. ➡️ https://t.co/cwZI72dsMz

[WSJ Podcasts @WSJPodcasts]

🚨New pod alert!🚨 This week, WSJ's Take On the Week host @telisdemos and WSJ's @AaronBack are joined by SMBC’s Americas chief economist @Lavorgnanomics to discuss the new Fed Chairman Kevin Warsh, inflation, and the market impact of the AI boom. Listen: https://t.co/cwZI72dsMz

[WSJ Podcasts @WSJPodcasts]

@telisdemos @AaronBack @Lavorgnanomics Is the AI boom inflationary? @Lavorgnanomics explains that massive capital expenditure spending on data centers and AI technology is raising demand for capital, which is pushing the neutral rate higher in the short term.

[WSJ Podcasts @WSJPodcasts]

@telisdemos @AaronBack @Lavorgnanomics WSJ’s @telisdemos & @AaronBack are joined by SMBC economist @Lavorgnanomics to discuss inflation, AI and the Fed’s Warsh Era.
Listen 🎧: https://t.co/cwZI72dsMz

(corrects an earlier post, now deleted, whose headline suggested the guest says the Fed needs to cut rates)

[WSJ Podcasts @WSJPodcasts]

WSJ’s @telisdemos & @AaronBack are joined by SMBC economist @Lavorgnanomics to discuss inflation, AI and the Fed’s Warsh Era.

Listen 🎧: https://t.co/cwZI72dsMz

(corrects an earlier post, now deleted, whose headline suggested the guest says the Fed needs to cut rates)

[WSJ Podcasts @WSJPodcasts]

Peptide injections are having a massive moment. But behind promises of "glass skin" and rapid recovery lies an unregulated grey market with health risks. @WSJ's @saraashleyo joins @ossolalex to unpack the peptide market.

Listen now 🎧: https://t.co/bAPRdXm2Vu