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. We cut through the noise and dive into...
What Rockefeller Center’s Bond Deal Means for Commercial Real Estate
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 [email protected] or the hosts at [email protected] and [email protected].
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.
--------
27:44
The AI Trade’s Next Phase Is Here. Are You Ready?
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.
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 [email protected] or the hosts at [email protected] and [email protected].
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.
--------
25:43
WSJ’s Take On the Week Is Back
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.
--------
1:25
A Message for Our Listeners
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.
--------
1:13
Why Record Profits For Big Banks Could Be Good For Consumers
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 [email protected].
Listening on Google Podcasts? Here's our guide for switching to a different podcast player.
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.
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. 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. The duo will bring actionable insights to a range of investors and business leaders while also entertaining a broader audience with lively, relatable conversations. Episodes drop Sundays.
Colombia