Episodes
What finance podcasts said, episode by episode.
The newest episodes from the shows Chorus covers, with summaries, key views and quotes checked against the transcript.
Amazon in Focus as the Nasdaq Slides 10/3026
The CNBC Halftime Report episode centres on Amazon's mixed quarter and the wider Nasdaq slide.
Fed Split Over Rates: Why Didn't The Fed Hike Today?
The David Lin Report episode 'Fed Split Over Rates: Why Didn't The Fed Hike Today?' centers on Kevin Warsh's explanation for the Fed's decision to hold rates rather than raise them.
Bloomberg Surveillance TV: October 30th, 2026
Nela Richardson, appearing on Bloomberg Surveillance, argued that US consumer spending power is being held up mainly by lower-income workers adding overtime, shift work and extra hours, not by…
Tech is Selling Off. AI Debt Fears Are Rising. So Why Does a $4B Manager See a Reverse Bubble?
Jay Hatfield, whose firm manages about $4B, argues that the AI infrastructure build-out is not a bubble, because long-term data center and power contracts with investment-grade tenants lock in…
Markets Price in Tech Spending and Midterm Elections
Bloomberg Surveillance weighed how markets are pricing AI infrastructure spending and the approaching US midterms.
The Bulls Are Trapped with Alex Altmann
Alex Altmann of Barclays and Josh Brown and Michael Batnick discuss whether structural equity demand can keep the US stock market supported.
Arora Group Founder Surinder Arora Talks UK's Business Outlook
Arora Group founder Surinder Arora discusses the UK's business outlook on Bloomberg Talks, focusing on the government's budget and public finances.
UBS On-Air: Paul Donovan Daily Audio 'Dealing with the decidedly dull'
UBS economist Paul Donovan argues that the ECB's leadership succession will be decided by political horse-trading among governments rather than by economic expertise, with national interests likely…
Cambria Fund Profile – Asset Allocation Suite
Meb Faber profiles the Cambria asset allocation lineup, framing the case for global diversification against a traditional 60/40 portfolio.
Josh Brown: If This Is A Bubble, It’s Pathetic
Josh Brown and Scott Galloway, joined by Ed Elson, argue whether the AI boom is a bubble, centring on Anthropic's pre-IPO financials: revenue rising from about $1.2B to roughly $16B in the first…
On Investing (Charles Schwab) ·
The Fed Holds, but the Pressure Builds
Charles Schwab's On Investing episode, 'The Fed Holds, but the Pressure Builds,' examines how the Federal Reserve's decision to hold rates is playing out across markets.
Odd Lots ·
PHP2Shell Won't Be the Last Big AI Cybersecurity Risk
Odd Lots hosts Joe Weisenthal, Tracy Alloway and Tracy-adjacent guests Bruce Dang and Thai Duong of Calif discuss how AI is reshaping cybersecurity, using the PHP vulnerability PHP2Shell as a…
Brookfield’s Connor Teskey on the Real Bottleneck in the AI Buildout
Brookfield CEO Connor Teskey argues that the real bottleneck in the AI buildout is power and physical execution rather than capital, since demand for electricity already far exceeds supply.
Mad Money w/ Jim Cramer 10/29/26
Jim Cramer's October 29, 2026 Mad Money episode centered on big-tech and AI-infrastructure earnings.
Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/29/26
CNBC Fast Money's post-earnings episode centered on Amazon's quarter, where AWS growth of about 39% beat consensus and management guided to over 40% AWS growth for 2027 and 2028, though advertising…
Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips
This Bloomberg Talks earnings special covers Intel's sharp share drop after weak guidance and Amazon's uneven report.
WHOOP CEO, Will Ahmed: 50B Hours of Health Data, a 4 Million Member Data Moat, & the FDA Fight
WHOOP CEO Will Ahmed explains how the company moved from a $500 upfront device to a monthly membership, arguing that the subscription lowered the entry barrier and turned WHOOP into a…
Closing Bell Overtime: Big Tech Faces Another Earnings Test 10/29/26
This Closing Bell Overtime episode focused on Intel's earnings reaction and the broader semiconductor and Big Tech earnings test.
Thoughts on the Market (Morgan Stanley) ·
How Digital Assets Are Rewiring Financial Markets
Morgan Stanley's Felix Stratmann and Amy Oldenburg discuss how digital assets are reshaping financial markets.
Closing Bell: 10/29/26
CNBC's Closing Bell on 10/29/26 centred on Amazon ahead of its earnings.
Alphabet AI Sell-Off, EQT-Range Deal and Big3’s Public Market Plans
CNBC Power Lunch covered a sharp Alphabet sell-off, with Laura Martin keeping a buy rating and $450 target by arguing the drop reflected a 12% search revenue miss and lower monetization of AI…
MacroVoices #556 Luke Gromen: US Midterms & Beyond
Luke Gromen and Patrick Ceresna, with host Erik Townsend, cover the Iran conflict, Treasury supply and yields, the US midterms and fiscal policy, and AI-related credit risk.
Charles Schwab CEO Rick Wurster Talks Future of AI
Charles Schwab CEO Rick Wurster discusses how the firm is deploying AI to boost efficiency, with consultants saving two to three hours a day that they use to serve more clients, while Schwab still…
Has the UK Redefined What It Means to Be a High Earner?
Merryn Talks Money examines whether the UK has redefined what counts as a high earner, with Anna Macdonald arguing that frequent tax changes, including roughly 100 changes across this budget and the…
Tech Earnings Weigh on the AI Trade 10/29/26
Halftime Report's panel, after a tech earnings week, debated whether Alphabet's search business is being cannibalized by AI assistants such as ChatGPT, Claude and Perplexity.
Microsoft AI Jobs Shock: 60,000 Buyouts, Who's Next? | Eric Basmajian
Eric Basmajian joins David Lin to examine whether Microsoft's 60,000 voluntary buyouts signal a broader AI-driven jobs shock.
Squawk Pod (CNBC Squawk Box) ·
Gary Cohn & Chris Sununu: The Fed, AI, & the Midterms 10/29/26
Gary Cohn and Steve Liesman argued the Fed is likely to hike, with Liesman citing futures pricing of roughly 85% odds of a December move, while Cohn said energy-driven year-over-year inflation…
Bloomberg Surveillance TV: October 29th, 2026
Bloomberg Surveillance discussed the Federal Reserve's policy stance after its recent meeting, with Mike Feroli arguing policy is not clearly restrictive given strong GDP and low jobless claims,…
NEC Director Kevin Hassett Talks US Economy
NEC Director Kevin Hassett, speaking on Bloomberg Talks, argued that the September PCE jump of 0.5% was a one-off driven by energy prices rather than a new inflation trend, with the Cleveland Fed's…
Cisco Systems President & Chief Product Officer Jeetu Patel Talks AI Industry
Cisco President and Chief Product Officer Jeetu Patel, interviewed on Bloomberg Talks, argues that trust, safety and security will determine the second phase of AI.
ECB press conferences and Euro Matters (ECB podcast) ·
President Lagarde presents the latest monetary policy decisions – 29 October 2026
ECB President Christine Lagarde presented the central bank's decision to keep its three key interest rates unchanged, stressing that policy remains data-dependent and is not pre-committed to a rate…
Gold & Silver Weakness Now Offers A "Generational Opportunity" | Brien Lundin
Brien Lundin, on Thoughtful Money, argues that gold and silver are entering a generational opportunity, driven by a macro case that debt and deficits in developed economies make consistent Fed…
Fed's Next Mistake? Ex-Fed President Warns Of Market Fallout | Thomas Hoenig
Former Kansas City Fed President Thomas Hoenig argues the Fed is keeping policy too loose: with the target range at 3.5-4% and inflation near 4%, real rates are close to zero, and he says a hike at…
The S&P 500 Is Just 50 Stocks. The Nasdaq Is a 67% AI Bet. Kai Wu on What Else Is Hiding in Your Funds
Kai Wu, analyzing holdings across the S&P 500, Nasdaq, AI-themed funds and factor ETFs, argues that US index diversification is largely illusory: about half the S&P 500 and roughly two-thirds of the…
Top of the Morning: FOMC reflections & US economic update
UBS strategist Andrew Dubinsky reviews the Fed's October hold, which was not a surprise but drew two dissents in favour of a hike, and argues the broad support for pausing reflected a compromise in…
The Startups Rebuilding American Industry | The AD50
Erin Price-Wright and Connor Love discuss the a16z AD50 startups rebuilding American industry, arguing that defense, robotics, power and manufacturing are being reshaped by venture-funded builders…
Outlook for Inflation, Oil, and Tech
Bloomberg Surveillance covered the inflation, oil and tech outlook.
Housing Weakness is spreading to luxury buyers | Ivy Zelman
Ivy Zelman argues that US housing weakness, which began at the entry level after mortgage rates rose above 7%, has now spread to luxury and move-up buyers, with builders relying on costly rate…
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 75)
Burkhard Varnholt of UBS discusses the European equity outlook, arguing that strong earnings momentum should persist and that European markets trade about a third below the US despite lower bond…
Benchmark Breakfast #1 | Jack and Ev
Jack Altman and Ev Randle of Benchmark run through the AI landscape in a wide-ranging discussion.
Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26
CNBC Fast Money covered Alphabet's quarterly report, where Search revenue grew 12% against the Street's 15% and free cash flow fell about $9.1B versus expectations of about $2.7B, while Google Cloud…
Mad Money w/ Jim Cramer 10/28/26
Jim Cramer's Mad Money episode of October 28, 2026 centered on a heavy run of Q3 earnings.
European Banks Just Did What They Do Before Every Crisis...
Jeff Snider argues that European banks are pulling back on lending and shifting toward sovereign bonds, citing ECB surveys that show tightening credit and falling loan access for firms, alongside…
#426 Danielle DiMartino Booth: Warsh Could Slam the Economy Into Recession — Fed Day Reaction
Danielle DiMartino Booth reacts to the Fed's October hold and Kevin Warsh's first press conference, arguing the Fed is misreading tightening in credit markets and risks pushing the economy into…
On The Tape with Danny Moses ·
Lessons From The Great Financial Crisis | "Clear Takes" with Vincent Daniel and Danny Moses
Vincent Daniel and Danny Moses discuss lessons from the Great Financial Crisis as they assess the AI boom, with Anthropic's IPO economics a central example.
UBS On-Air: Paul Donovan Daily Audio 'Mundanity upon mundanity'
UBS economist Paul Donovan's daily audio reviews a quiet Fed meeting: rates were held, two dissenters voted, and the press conference hinted at fewer meetings next year, which Donovan criticises as…
Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech
Gil Luria of Tech Equity argues that Microsoft's clean beat-and-raise, with Azure growth accelerating to 48% on a $120B-plus base, justifies its rally, and that its neocloud overflow model keeps…
Odd Lots ·
What Wall Street Really Thinks About the AI Trade Now
Alexander 'Alty' Altmann argues that the AI trade is in a denial phase: investor consensus stays bullish even as financing strains emerge, with only about 60% of investors in one survey flagging AI…
20VC ·
20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree
Rory O'Driscoll and Jason Lemkin, with Harry Stebbings, dissect Anthropic's S-1 filing ahead of a reported $2 trillion IPO, which they call strong on margins, customer concentration, compute…
Tim Melvin: Finding Value Where Wall Street Isn’t Looking
Tim Melvin argues that value is hiding in beaten-down corners of the market, led by community banks, public real estate and closed-end funds that trade at steep discounts to asset value.
Sponsors, spreads and stress testing: Navigating 2026’s rate reset
Brian Tramontozzi argues that credit markets are showing early strain even though headline spreads look stable: single-B and double-B spreads have held roughly flat year to date, while triple-C…
TIP856: Airbnb (ABNB): The Business Outgrew Its Peak, The Stock Hasn't w/ Kyle Grieve & Shawn O'Malley
Hosts Kyle Grieve and Shawn O'Malley revisit their original Airbnb (ABNB) thesis, asking whether the business has outgrown its peak while the stock has not.
FOMC Live Reaction: Is The Fed Making A Policy Error? | Axel Merk
Axel Merk reacts to the Fed's latest FOMC meeting under new chair Warsh, arguing that the Fed is tightening modestly rather than entering a higher-for-longer regime, with markets pricing a possible…
Energy Secretary Chris Wright Talks Diesel Prices
Energy Secretary Chris Wright discusses the diesel price squeeze, arguing the world is short of diesel, with Russian exports constrained by its war and Ukrainian strikes on its refineries, and…
Why Compute Prices Are Still Rising | Steve Hou of Silicon Data on GPU Rental Indices, Fed Meeting, and Anthropic S-1 (LIVE)
Steve Hou of Silicon Data walks through the economics of AI compute on Monetary Matters, centring on GPU rental price indices for H100, B200 and B300 chips, which he says are rising and…
Thoughts on the Market (Morgan Stanley) ·
Signals to Watch in the U.S. Midterms
Morgan Stanley's Ariana Salvatore and Monica Guerra examine what the 2026 U.S.
Big Tech Earnings Put the Rally to the Test; Warsh’s Latest Fed Decision 10/28/26
This CNBC Closing Bell episode centred on Big Tech earnings as a test for the rally, with Mark Mahaney, Brent Thill and Paul Hickey debating Alphabet's weak advertising deceleration (search growth…
Closing Bell 10/28/26
Jeffrey Gundlach argued the Fed is behind the curve: two-year Treasury yields near 4.75% sit above the 4% fed funds rate, nominal GDP runs about 6%, and energy-driven headline CPI should stay near…
Apollo: The Allocation and the Daily Spark ·
Direct Lending: Strong Fundamentals, Shifting Dynamics
Apollo's Jim Vanek argues that direct lending and broader credit fundamentals remain strong, with Q2 public loan revenue growth near 11% and EBITDA growth near 7%, and very low default and healthy…
Instant Reaction: Fed Stands Pat; Lisa Cook & Beth Hammack Dissent
Bloomberg Talks held an instant reaction to the Federal Reserve holding rates steady, with dissents from Governor Lisa Cook and Beth Hammack.