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PODCAST

WSJ"s Take On the Week

The Wall Street Journal

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 Miriam Gottfried 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

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All Episodes

30:23

Is It Time to Diversify Away From U.S. Stocks Into...

WSJ"s Take On the Week ·

2025/11/23

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 new signals from retailers, including those who recently reported earnings, such as Target and Walmart, about the K-shaped U.S. consumer economy and the uneven spending patterns heading into the crucial Black Friday and holiday season. The hosts also note that the

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28:42

How Trillions in New AI Debt Will Test the Bond Market

WSJ"s Take On the Week ·

2025/11/16

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 for the Federal Reserve. Next, Nvidia is set to report its third-quarter earnings this week. And Morgan Stanley estimates that only half of the roughly $3 trillion in global data center spending through 2028 could be funded by projected cash flows. So how are tech

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33:10

Amazon and Netflix Are Winning: Can Old-School Media...

WSJ"s Take On the Week ·

2025/11/09

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 at affordability as the winning message from recent elections, such as Zohran Mamdani’s successful campaign to be the next mayor of New York City. Plus, they explore the recent drama in the private credit market after executives at Blackstone downplayed the

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21:58

How One Investor Is Profiting From Consumers’ Love of...

WSJ"s Take On the Week ·

2025/11/02

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 sees leisure travel demand as a powerful anchor that allows the sector to defy pressures typically seen during an economic downturn. We dive into the outlook for corporate travel, the challenges facing new hotel construction, the rising experiential economy and

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25:23

Why This Analyst Says Robinhood Is More Than a Meme...

WSJ"s Take On the Week ·

2025/10/26

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 reporting earnings this week, but the company saw a bump after a research report was released saying the company saw strong sales with its latest iPhone. Later, Robinhood has come a long way since the meme stock mania, entering the S&P 500 company earlier this

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28:25

Why This Legendary Investor Says We're in a Stock...

WSJ"s Take On the Week ·

2025/10/19

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 economic warning signs and the market’s speculative fever, where the “buy the dip” mentality continues to drive stocks to new records. Finally, they look ahead to the upcoming earnings from Coca-Cola, Keurig Dr Pepper, Colgate-Palmolive, Ford and GM.Then,

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29:32

If Trouble Is Brewing for Banks, Here's Where to Spot It

WSJ"s Take On the Week ·

2025/10/12

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 insurance" against a faltering AI-led stock market. Plus, with the U.S. government shutdown delaying key economic reports, investors are turning to Bank of America, Carlyle Group and likely this week’s bank earnings for clues on the economy's health.After the

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33:35

Trump Is Meddling With the Fed. Why Don’t Markets Care?

WSJ"s Take On the Week ·

2025/10/09

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 crises and economic collapse.And with the U.S. Federal Reserve's independence now under attack by President Trump, WSJ chief economics correspondent Nick Timiraos joins business and finance editor Alex Frangos, markets reporter Chelsey Dulaney and senior markets

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26:42

Why This JPMorgan Analyst Says Now Is the Time to Buy...

WSJ"s Take On the Week ·

2025/10/05

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 videogame maker Electronic Arts’ $55 billion buyout signal a long-awaited M&A boom? Plus, they discuss the “debasement trade” and how concerns over the U.S. dollar are also fueling a rally in bitcoin ETFs issued by firms like BlackRock. Then after the break,

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35:22

Will AI Spending Pay Off? Or Are We in a Bubble?

WSJ"s Take On the Week ·

2025/10/02

Artificial intelligence spending is hitting epic levels as Big Tech companies shell out for massive data centers to power new chatbots and other AI services. But will the spending--expected to amount to trillions of dollars in the coming years--pay off for investors?This week on our columnists roundtable, business and finance editor Alex Frangos, markets reporter Chelsey Dulaney and senior markets columnist James Mackintosh are joined by Heard on the Street tech columnist Dan Gallagher to

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27:41

Automakers Are Hitting the Brakes on EVs. Will That...

WSJ"s Take On the Week ·

2025/09/28

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 out this week, they break down what investors should be looking out for beyond the headline number.Later in the show, Telis is joined by John Murphy, a managing director of strategic advisory at Haig Partners, for a deep dive into what the end of the EV tax

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29:55

Gold Is at Record High. Is It Still Time to Buy

WSJ"s Take On the Week ·

2025/09/25

Gold prices are up more than 40% this year, on track for their best year since 1979—when a global energy crisis fueled an inflationary shock that thrashed the world economy.And while it's a very different economy today, with stocks hitting record highs on the S&P 500 and Nasdaq, gold serves as a form of insurance for a diversified investor, particularly when facing risks such as inflation, government debt, war, and questions about the Federal Reserve’s independence under President Trump. This

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38:12

Billionaire Investor Cliff Asness on Managing Market...

WSJ"s Take On the Week ·

2025/09/21

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 management firm known for quantitative investing, an approach that builds strategies based on data and research. Asness discusses one of the market's biggest trends: the explosion in popular ETFs designed to protect investors from downturns. But do they actually

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33:15

The ‘Infinite Money Glitch’ Making the Trump Family...

WSJ"s Take On the Week ·

2025/09/18

The Trump family’s latest venture—a so-called “crypto treasury” stock—could generate their biggest payday through the WLFI token from World Liberty Financial, while being a potential minefield for investors. The offering follows the success of Michael Saylor's MicroStrategy, now renamed as Strategy, a “bitcoin treasury company” that accumulates bitcoin by using debt and new stock issues to keep on buying more.Listen in on a conversation between some of The Wall Street Journal's sharpest

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1:52

Introducing: Ticker Shock

WSJ"s Take On the Week ·

2025/09/17

Listen in on conversations of The Wall Street Journal's sharpest financial minds. Featuring the Journal’s award-winning columnists and writers Alex Frangos, Chelsey Dulaney and James Mackintosh, the podcast provides insights to help finance-curious listeners connect the dots between what's happening in policy, markets and the economy to their financial lives and investments. Learn more about your ad choices. Visit megaphone.fm/adchoices

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27:39

Who Really Pays for Tariffs? Citi’s Trade Lead on the...

WSJ"s Take On the Week ·

2025/09/14

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, and what it signals about the future of the AI investment boom. Next, they explore the Federal Reserve's tricky position as it weighs a weakening jobs report against persistent inflation. Lastly, the hosts ponder how U.S. tariffs are complicating the economic

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28:13

Why This Economist Says Government Economic Surveys...

WSJ"s Take On the Week ·

2025/09/07

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the bond market, the post-Labor Day volatility it experienced due to concerns over the Federal Reserve’s independence, investors piling into gold, and the U.S.’s potential loss of its tariff income stream after a decision by a Court of Appeals. Later in the show, Telis is joined by Dana M. Peterson, chief economist and leader of the Economy, Strategy & Finance Center at the Conference Board. They

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26:04

Barclays Analyst on How Retail Stocks Are Managing...

WSJ"s Take On the Week ·

2025/08/24

In this week's episode of WSJ’s Take On the Week, co-host Gunjan Banerji and guest co-host Miriam Gottfried dive into the big questions around the AI trade after last week's stumble. Could Nvidia’s earnings this week shift things back? Meanwhile, Gunjan points out a shift under the market’s surface: a rotation into blue chips as tech takes a back seat. Plus, earnings from Target and Walmart offer mixed signals on retail.Later, Miriam and Adrienne Yih, senior retail analyst at Barclays, are set to

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26:39

Does the Weak Housing Market Signal a Coming Recession?

WSJ"s Take On the Week ·

2025/08/17

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dissect the latest consumer price index data and how its results have U.S. markets asking: “Will the Federal Reserve cut rates in September?” Next, Gunjan explains how a new generation of investors are “buying the dip” when markets decline. Plus, home-improvement retailers Home Depot and Lowe’s have earnings out this week. Then after the break, Gunjan sits down with Neil Dutta, head of economic research at

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24:58

Are Stablecoins the Future of Payments? Mizuho...

WSJ"s Take On the Week ·

2025/08/10

In this week's episode of WSJ’s Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried analyze the implications of a weak jobs report and the removal of Erika McEntarfer, the top official from the U.S. Department of Labor’s Bureau of Labor Statistics, examining how investors are grappling with the prospect of less-reliable economic data in the future. The discussion also covers this week's key CPI, PPI and business inventory reports. Plus, Telis offers a stablecoin primer before

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