WSJ's Take On the Week - TopPodcast.com

Latest Episodes:

WSJ’s Take On the Year: Market Trends to Watch in 2025 Jan 05, 2025

Show notes

AI was a big stock market theme in 2024. We’ve talked about it, and heard it many times. But it was far from the only thing that happened in stocks last year. We saw record-breaking growth from power companies like Vistra. Cult stocks like Palantir and MicroStrategy also had a moment. And of course, Nvidia, a company that needs no introduction, had a blockbuster year.

But where there are winners, there are also losers. The announcement of Walgreens’ potential sale highlighted the challenges within the retail pharmacy sector. Shares of the biotech company Moderna also slumped partly due to waning demand for its Covid-19 vaccine and booster. And discount chain Dollar Tree took a hit this year as its shoppers showed signs of belt-tightening.

For our first episode of 2025, we’re joined by global editor of WSJ’s Heard on the Street column, Spencer Jakab, and deputy editor of WSJ’s Heard on the Street, Aaron Back, to reveal more of the market’s winners and losers in 2024 and examine what their wins or losses could mean for investors and the economy in the year ahead.

Further Reading

Walgreens Is in Talks to Sell Itself to Private-Equity Firm Sycamore Partners

Tech-Loving Hedge Funds Have a Crush on Utility Stocks

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard On The Street Column, and WSJ’s Live Markets blog.

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Goldman Sachs Economist Jan Hatzius on His 2025 Economic Outlook Dec 22, 2024

Show notes

Jan Hatzius, chief economist and head of global investment research at Goldman Sachs, joins co-hosts Gunjan Banerji and Telis Demos for the show’s last episode of 2024. They talk about Jan’s 2025 economic outlook, the role tariffs could play in the second Trump Administration, and the Federal Reserve’s latest interest-rate decision. They even get into the holiday spirit and chat about gift-giving.

A note to listeners: WSJ’s Take On the Week is going to take a break for the holidays and will return on Jan. 5. Happy Holidays!

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the hosts at telis.demos@wsj.com and gunjan.banerji@wsj.com.

Further Reading

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard On The Street Column, and WSJ’s Live Markets blog.

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Is the YOLO Trade Back? Robinhood CEO Vlad Tenev Weighs In Dec 15, 2024

Show notes

Welcome to WSJ’s Take On the Week. Co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Gunjan and Telis start off by discussing the upcoming Federal Reserve interest rate decision, and tackling what’s been going in the market for risky derivatives, where activity is on track to hit an all-time high this year.

Later on, the co-hosts are joined by Robinhood CEO Vlad Tenev. Before the trading platform Robinhood became a one-stop app offering a slew of financial products, from credit cards to retirement accounts, it was at the center of the 2021 GameStop and meme stock frenzy. Gunjan, Telis and Vlad discuss Robinhood’s transformation and the rise and future of retail investing.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the hosts at telis.demos@wsj.com and gunjan.banerji@wsj.com.

Further Reading

Robinhood Wants to Grow Up

The Thrill Factor Is Back for Retail Investors

Robinhood Sets Sights on New Bounty: The Rising Rich

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard On The Street Column, and WSJ’s Live Markets blog.

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Why Restaurants Are Making a Comeback, With Toast CEO Aman Narang Dec 08, 2024

Show notes

This week, Telis and Gunjan debrief on BlackRock’s $12 billion acquisition of private credit manager HPS. Then they tackle the “i word” – inflation – and the upcoming consumer-price index report. They also chat about bitcoin cresting over $100,000 in the wake of an expected crypto-friendly Washington under a Trump presidency.

Later on in the show, Telis gets into what’s driving people to restaurants at projected record levels, even though the cost of food and dining out have been high. He’s joined by Aman Narang, CEO and co-founder of Toast, a technology company that sells software and hardware to restaurants for digital payments, online apps, takeout and delivery, kitchen management and more. They talk about how the restaurant industry has fared since the pandemic and how technology like Toast’s has brought the sector further into the 21st century.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the hosts at telis.demos@wsj.com and gunjan.banerji@wsj.com.

Further Reading

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard On The Street Column, and WSJ’s Live Markets blog.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Coinbase’s Paul Grewal on the Future of Crypto Under Trump Dec 01, 2024

Show notes

This week, Telis and Gunjan skip debriefing about the headlines and jump straight into a special interview with Coinbase’s chief legal officer, Paul Grewal, to talk all things crypto, which has captivated both Main Street and Wall Street since the U.S. elections. They talk about what the crypto exchange is looking for when it comes to potential legislation and regulations under another Trump administration. They also get into what’s going on with stablecoins, tokens and cryptoassets, like bitcoin, dogecoin and dogwifhat. Later they discuss the SEC and what the industry could look like in the years to come.

Further Reading

The Crypto World Is Preparing for a Renaissance Under Trump

Is Trump Really So Great for Bitcoin?

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard On The Street Column and WSJ’s Live Markets blog.

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What Rockefeller Center’s Bond Deal Means for Commercial Real Estate Nov 24, 2024

Show notes

Welcome to WSJ’s Take On the Week. Co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy, and finance—the big trades, key players and business news ahead.

This week, Telis and Gunjan debrief on how chip maker Nvidia crossed the $100 billion mark in its annual sales, as well as how consumer spending is faring in the wake of retail earnings, like Target’s. And we check in on the lead up to the Fed’s preferred inflation measure, the personal-consumption expenditures price index.

Later on in the show, they get into the holiday spirit and talk about New York’s iconic Rockefeller Center ahead of its annual Christmas tree lighting ceremony and they dig into its recent $3.5 billion refinancing deal. Deputy Chief Economist Rebecca Rockey from commercial real estate firm Cushman & Wakefield joins us to talk about the transaction and what it means for the commercial real estate market at large, and even for everyday investors.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email takeontheweek@wsj.com or the hosts at telis.demos@wsj.com and gunjan.banerji@wsj.com.

Further Reading

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard On The Street Column, and WSJ’s Live Markets blog.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The AI Trade’s Next Phase Is Here. Are You Ready? Nov 17, 2024

Show notes

Welcome to WSJ’s Take On the Week. Co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy, and finance—the big trades, key players and business news ahead.

This week, Telis and Gunjan dig into the latest on the Trump trade, the crypto rally and what upcoming retail earnings reports from Target and Walmart could signal about American consumers.

Later, Dominic Rizzo, portfolio manager of T. Rowe Price’s Global Technology Equity Strategy, joins the show to talk about artificial intelligence investment and tech stocks, including companies such as AMD and Synopsys and those in the Magnificent Seven like Alphabet, Meta and Microsoft. And of course the sector’s shining star, Nvidia.

Further Reading

Nvidia Will Dominate Big Tech’s Earnings Season Again

From AI to Hardware Costs: Enterprise Tech Leaders Prepare for Trump 2.0

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard On The Street Column, and WSJ’s Live Markets blog.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

WSJ’s Take On the Week Is Back Nov 10, 2024

Show notes

WSJ's Take On the Week brings you the insights and analysis you need to get a leg up on the world of money and investing. Weekly, we cut through the noise and dive into markets, the economy and finance. Join The Wall Street Journal's Telis Demos and Gunjan Banerji in conversation with the people closest to the hot topics in markets to get incisive analysis on the big trades, key players in finance and business news ahead. The show returns November 17.

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A Message for Our Listeners Apr 14, 2024

Show notes

We’re going on hiatus. A message for our listeners from WSJ’s Take On the Week producer Jess Jupiter.

For more coverage of the markets and your investments, head to WSJ.com.

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Why Record Profits For Big Banks Could Be Good For Consumers Apr 07, 2024

Show notes

This week, we're expecting earnings reports from three of the biggest U.S. banks: JPMorgan Chase, Citigroup, and Wells Fargo. Josh Brown and Michael Batnick from Ritholtz Wealth Management join us to discuss what these reports could tell us about the finances of consumers and businesses — how much we’re spending, how much we’re saving and whether we’ve been taking risks. Then, we're drilling into oil. A report from the International Energy Agency is expected Friday and will play a role in letting investors know whether the double digit increase we saw in oil prices in Q1 and the 30% increase we saw in gasoline prices will continue. We're speaking with WSJ reporter, David Uberti, about what rising gasoline prices tells us and why the report could move oil prices, stock prices and more. Plus, we're previewing the upcoming CPI report with WSJ reporter Anna Hirtenstein to find out why this week’s data could change the conversation about inflation.

How can we better help you take on the week? We’d like to hear from you. Send us an email to takeontheweek@wsj.com.

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Further Reading

Why Gasoline Prices Are Rising Faster Than Usual This Year

Inflation Victory Is Proving Elusive, Challenging Central Banks and Markets

For more coverage of the markets and your investments, head to WSJ.com.

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