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Is Bitcoin Still 'Digital Gold'? How Investors See It Now
In this week’s episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried discuss why a surge in oil prices following U.S. strikes on Iran is fueling fresh inflation fears, and how the potential for a supply shock at the S
The Inflation Debate That Will Shape the Fed’s Plans for Interest Rates
In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried are joined by Rob Kaplan, vice chairman at Goldman Sachs and a former Federal Reserve president, to break down some big topics in markets. They disc
Could AI Disruption Fears Trigger a Software M&A Boom?
In this week's episode of WSJ’s Take On the Week, co-host Miriam Gottfried and guest host Dan Gallagher, a tech columnist for Heard on the Street, chat with Jefferies software analyst Brent Thill about the recent turbulence in the business
The Consumer Shock From Tariffs Isn't Over. When Will Prices Peak?
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos are joined by Frances Donald, chief economist at Royal Bank of Canada, to break down the K-shaped economy, where different groups are thriving finan
Why This VC Says AI and Robotics Will Put Every Human Job at Risk
In this week's episode of WSJ’s Take On the Week, our hosts Telis Demos and Miriam Gottfried get into why the market still hasn’t made up its mind on Kevin Warsh’s nomination as the Federal Reserve chair, and why gold and silver trades fell
Will the Next Jobs Report Reveal the Real Cost of AI on Employment?
In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried are joined by WSJ economics reporter Justin Lahart to discuss why gold has smashed records, and how global instability and the "Sell America" trade
The Risks Behind the Expected $5.3T AI Data Center Funding Boom
We are knee deep into earnings season, and WSJ’s Take On the Week co-hosts Telis Demos and Miriam Gottfried dive right into what companies they’ll be keeping an eye on this week. Our hosts compare the divergent strategies of Chevron and Exx
Why This Morgan Stanley Exec Says Tariffs Will Be Struck Down
In this week's episode of WSJ’s Take On the Week, Telis Demos and Gunjan Banerjii—in her final appearance as regular co-host—are joined by incoming co-host Miriam Gottfried. Our trio get into the high-stakes bidding war between Netflix and
HBO’s ‘Industry’ Creators on Banking Culture, Risk, Fraud and Short Selling
In this special edition of WSJ’s Take On the Week, co-host Miriam Gottfried and WSJ banking reporter Alexander Saeedy go inside the high-stakes world of HBO’s financial television drama “Industry.” They are joined by Mickey Down and Konrad
WSJ’s Take On the Year: Market Trends to Watch in 2026
AI’s surge in demand for memory and storage drove some of 2025’s biggest stock market winners, including hard-drive makers Seagate Technology and Western Digital, and AI chip maker Micron Technology. Retail trading platform Robinhood also p
How This Fed Hawk Views the Economy, Inflation, AI and Jobs
In this week’s episode of WSJ’s Take On the Week, co-host Telis Demos and guest host WSJ Chief Economics Correspondent Nick Timiraos are joined by Beth Hammack, president of the Federal Reserve Bank of Cleveland, to discuss the state of the
Inside China’s Pursuit of Tech Dominance–and What It Means for the U.S.
This week we’re bringing you an episode of our sister podcast What’s News Sunday, a weekly show tackling the big questions about the biggest stories in the news. In this week’s special episode, Lingling Wei, WSJ’s Chief China Correspondent,
Why a Crack in the AI Boom Could Trigger a Recession
In this week's episode of WSJ’s Take On the Week, co-host Telis Demos and guest host Hannah Erin Lang discuss the Federal Reserve's recent rate cut and whether further easing is expected in 2026. They get into the upcoming CPI report, which
Why the Fed’s Balance Sheet Matters as Much as Its Interest-Rate Decision
In this week’s episode of WSJ’s Take On the Week, co-host Telis Demos is joined by WSJ markets reporter Hannah Erin Lang to discuss the return of investor optimism as the S&P 500 approaches all-time highs ahead of the FOMC’s upcoming meetin
Is It Time to Diversify Away From U.S. Stocks Into Global Markets?
In this week's episode of WSJ’s Take On the Week, co-host Telis Demos and guest host Hannah Erin Lang discuss the volatility of the AI trade and how Nvidia's earnings report at least somewhat helped restore investors’ faith. They analyze ne
How Trillions in New AI Debt Will Test the Bond Market
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss the lingering economic impact of the U.S. government shutdown and why a lack of crucial inflation and jobs data is making the outlook murky fo
Amazon and Netflix Are Winning: Can Old-School Media Compete?
In this week's episode of WSJ’s Take On the Week, co-host Telis Demos and guest host Miriam Gottfried discuss the Supreme Court case challenging President Trump's reciprocal tariffs and how that’s playing out in the markets. Next, they look
How One Investor Is Profiting From Consumers’ Love of Travel
In this week's episode of WSJ’s Take On the Week, guest host Miriam Gottfried speaks with Eric Resnick, CEO of private equity investment manager KSL Capital Partners, about the resilience of the travel and leisure sector. He explains why he
Why This Analyst Says Robinhood Is More Than a Meme Stock
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss market speculation, from the recent sputtering in the gold rally to what to expect from this week's Federal Reserve meeting. Next, Apple is re
Why This Legendary Investor Says We're in a Stock Market Bubble
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dig into the latest big bank earnings and what they signal about the health of the U.S. consumer. Next, they explore the disconnect between potential
If Trouble Is Brewing for Banks, Here's Where to Spot It
In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos is joined by Miriam Gottfried to tackle gold’s continued rally. They discuss the debate over whether its surge is a bet against the U.S. dollar or simply "catastrophe in
Trump Is Meddling With the Fed. Why Don’t Markets Care?
In both economics and politics, there is a widespread view that central banks should be free of political pressure, with cautionary tales around the world of what happens when politicians meddle: out of control inflation, spiraling debt cri
Why This JPMorgan Analyst Says Now Is the Time to Buy Municipal Bonds
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos explore how the Federal Reserve’s independence, a government shutdown and volatility around tariffs are driving gold to hit record highs. Then, does v
Will AI Spending Pay Off? Or Are We in a Bubble?
Artificial intelligence spending is hitting epic levels (https://www.wsj.com/tech/ai/ai-bubble-building-spree-55ee6128?mod=author_content_page_1_pos_1)as Big Tech companies shell out for massive data centers to power new chatbots and other
Automakers Are Hitting the Brakes on EVs. Will That Help Their Stocks?
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos kick things off by talking about perpetual futures or “perps,” which are offering turbocharged bets on bitcoin. Next, with the September jobs report o
Gold Is at Record High. Is It Still Time to Buy?
Gold prices are up more than 40% this year, on track for their best year since 1979 (https://www.wsj.com/finance/commodities-futures/gold-price-rising-61bc0b52?mod=WTRN_pos4)—when a global energy crisis fueled an inflationary shock that thr
Billionaire Investor Cliff Asness on Managing Market Risk and 'Buffer' ETFs
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk to billionaire investor Cliff Asness, the co-founder and chief investment officer of AQR Capital Management. AQR is a global investment managemen
The ‘Infinite Money Glitch’ Making the Trump Family Millions
The Trump family’s latest venture—a so-called “crypto treasury” stock—could (https://www.wsj.com/finance/currencies/crypto-treasury-e7ae573c?mod=article_inline) generate their biggest payday through the WLFI token from World Liberty Financi
Introducing: Ticker Shock
Listen in on conversations of The Wall Street Journal's sharpest financial minds. Featuring the Journal’s award-winning columnists and writers Alex Frangos (https://www.wsj.com/news/author/alex-frangos), Chelsey Dulaney (https://www.wsj.com
Who Really Pays for Tariffs? Citi’s Trade Lead on the Economic Impact
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about Oracle's shocking more than 40% stock surge after the technology company said it won several billion-dollar contracts in its latest quarter
