Wall Street Breakfast
1,448 episodes - English - Latest episode: over 1 year ago - ★★★★ - 722 ratingsSeeking Alpha's Wall Street Breakfast brings you all the news you need to know for your market day. Released by 800am ET each morning, it is a quick listen that you can put on as you get ready to start your working day. We also publish a weekend Stocks to Watch podcast to prepare you for the week ahead.
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Episodes
Wall Street Breakfast August 9: Biden Poised to Sign Off on CHIPS and Science Act
August 09, 2022 11:23 - 7 minutesBiden poised to sign off on CHIPS and Science Act. Novavax drags rivals lower as falling vaccine demand prompts guidance cut. Nasdaq, S&P futures slip after Micron revenue warning. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast August 8: Senate OK’s Biden Anti-Inflation Act That Boosts Taxes on Corporate Income, Stock Buybacks
August 08, 2022 11:24 - 7 minutesSenate OK’s Biden anti-inflation act that boosts taxes on corporate income, stock buybacks. What companies are most exposed to the Inflation Reduction Act? Nasdaq, S&P, Dow futures tick higher as yields edge down. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
WSB's Weekend Bite: David Alton Clark Is Buying AT&T Stock After The Earnings
August 06, 2022 11:00 - 8 minutesThis week we're joined by David Alton Clark, also known on Seeking Alpha as "The Winter Warrior," to discuss why he's buying AT&T stock after earnings, and get his thoughts on the semiconductor bill passing through legislative hurdles. Plus, Daniel covers upcoming earnings and economic events to watch for next week!" Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast August 5: Sinema Agrees to Proceed with Senate Tax and Climate Bill
August 05, 2022 11:18 - 7 minutesSinema agrees to proceed with the Senate tax and climate bill after carried interest pledge. Meta Platforms selling debt for first time with $10B deal. Apple accused of retaliating against, mishandling allegations against women: report. Markets will be looking for signs of cracking in Friday's jobs report. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast August 4: Walmart Lays Off Corporate Employees After Guidance Cut
August 04, 2022 11:17 - 7 minutesWalmart lays off hundreds of corporate employees after guidance cut. Two senators unveil bill that would put bitcoin, ethereum within scope of CFTC. Tesla continues to climb premarket ahead of 'Cyber Roundup' event. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast August 3: Household Debt Tops $16T
August 03, 2022 11:16 - 7 minutesHousehold debt tops $16T in Q2, rising $2T since pandemic, NY Fed says. Sanctions and drills: Here's how China responded to Pelosi's visit to Taiwan. Inflation fight: Fed officials remain adamant about restrictive policy. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast August 2: Markets Drop as Tensions Flare Ahead of Pelosi Visit to Taiwan
August 02, 2022 11:20 - 7 minutesMarkets drop as tensions flare ahead of Pelosi's visit to Taiwan. Oracle to start laying off employees in the U.S: report. Twitter issues flood of document requests to Musk associates in lawsuit - report. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast August 1: First Grain Ship Leaves Ukraine Since Start of the Russian Invasion
August 01, 2022 11:21 - 6 minutesFirst grain ship leaves Ukraine since start of the Russian invasion. Home price growth slows at record pace in June, Black Knight says. Musk countersues Twitter over $44B deal in a sealed filing. Nasdaq, S&P, and Dow futures point lower to start August trading after a rally in July. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast: The Week Ahead
July 31, 2022 11:00 - 8 minutesA heavy earnings calendar this week, including anticipated reports from Starbucks (SBUX) and Caterpillar (CAT). All eyes are on oil, as OPEC+ is expected to announce key targets, and Russian President Putin meets with Turkey’s Erdogan. Could food technology companies be the answer to a looming global crisis? Learn more about your ad choices. Visit megaphone.fm/adchoices
WSB's Weekend Bite: Summer Recess!...ion
July 30, 2022 11:00 - 25 minutesThis week we're joined by Will Thomson, Portfolio Manager and Founder at Massif Capital. We dive into everything! The recession (or not?,) Europe's woes, the strong US dollar and where it goes from here, the undersupply of precious metals, and so much more. Plus Kim covers why he's watching AMC earnings like a hawk next week for Catalyst Watch. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 29: China Competition Bill, CHIPS Act Goes to Biden to Sign
July 29, 2022 11:15 - 7 minutesBiden met with Xi as Congress passed China competition bill. WH says U.S. economy is in state of transition, not recession. Elon Musk says inflation may be easing, Bill Ackman scoffs at Fed at neutral. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 28: Meta Tackling the Downturn; Spirit and JetBlue Agreement
July 28, 2022 11:20 - 8 minutesSpirit Airlines agrees on $3.8B buyout from JetBlue. Meta earnings call: Tackling the downturn. Manchin reaches surprise deal with Schumer on energy, healthcare package. Stock futures slip after Fed rally, key GDP report on tap. House Democrats to propose stock trading ban in August - report. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 27: Federal Reserve Poised for Another 75-bp Rate Hike
July 27, 2022 11:09 - 8 minutesFederal Reserve poised for another 75-bp rate hike — question is 'what next'? Tech helps Nasdaq, S&P, Dow futures climb on Fed Day. Microsoft skids as Q4 results miss expectations, Alphabet: Tough comps ahead, happy with Cloud uptake. U.S. senators introduce bill that would end taxes on small crypto transactions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 26: Walmart Shook the Market; Will it Shake the Fed?
July 26, 2022 11:05 - 8 minutesWalmart shook the market; will it shake the Fed? Amazon Prime to scale up prices in Europe and U.K. by up to 43% to offset rising costs. Coinbase under SEC investigation for cryptocurrency listings. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 25: In This Week's Earnings Tsunami, Wall Street Looks for Resilience
July 25, 2022 11:17 - 8 minutesIn this week's earnings tsunami, Wall Street looks for resilience. U.S. housing affordability poised to fall to lowest since GFC on soaring prices, rates. Streaming jumps to capture a third of television viewing. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
WSB's Weekend Bite: Twitter Vs. Elon And Spirit Airlines Vs. Shareholders With Chris DeMuth Jr.
July 23, 2022 11:00 - 26 minutesThis week we're joined by Chris DeMuth Jr., Founder of Sifting The World, to discuss complicated mergers in the market. Specifically, what's happening with Twitter vs. Elon Musk and Spirit Airlines' complicated situation with Frontier and JetBlue. Someone will not be free to move around the cabin. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 22: Snap Nosedives as Revenue Falls Short, Company Pulls Guidance
July 22, 2022 11:12 - 8 minutesSnap nosedives as revenue falls short, company pulls guidance. Musk says lithium refining a 'license to print money,' stock investors jump in. Twitter earnings may get more attention than expected. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 21: Microsoft Cuts Job Listings; Google Pausing Hiring
July 21, 2022 11:13 - 8 minutesMicrosoft reportedly cuts job listings in Azure, security. Google pausing hiring for two weeks - report. Biden unveils plans to expand offshore wind; no climate emergency declaration. Tesla aims for record production in back half of the year. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 20: Chips for America Act Passes First Procedural Hurdle in the Senate
July 20, 2022 11:10 - 9 minutesChips for America Act passes first procedural hurdle in the Senate. Conoco CEO warns of looming crude oil shortages, price volatility. Netflix's Hastings: One 'single thing' boosted the company's Q2 performance. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 19: Apple Reportedly Planning to Slow Down Hiring Into 2023
July 19, 2022 11:08 - 8 minutesApple reportedly planning to slow down hiring into 2023. Netflix to start charging some customers for sharing their passwords; subscriber numbers on tap. President Biden could declare a climate emergency this week - WaPo. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 18: Oil Production Decisions to be Made by OPEC, Saudis say as Biden Departs
July 18, 2022 11:17 - 8 minutesOil production decisions to be made by OPEC, Saudis say as Biden departs. Elon Musk pushes back at Twitter's request for an expedited trial. Chip funding: Congress moves closer to vote on scaled-back semiconductor bill. Boeing climbs 2% premarket as it readies to battle Airbus at Farnborough. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
WSB's Weekend Bite: Continuing To Change Capitalism And Global Markets For The Better!
July 16, 2022 11:00 - 23 minutesWe are joined by Andrea Bevis (Managing Director, UBS Private Wealth Management) and Victoria Scholar (Head of Investment, Interactive Investor.) This week we discuss how capital markets continue to change for the better, the Dollar is enjoying its roaring 20’s, and the kick-off of earnings season. Also, Kim Khan shares what to watch for in Netflix earnings. UBS Survey - https://bit.ly/3O5AfdF Netflix Article: https://bit.ly/3o1vl6L Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 15: 'Oil for Security' Back in Play as Biden Heads to Saudi Arabia
July 15, 2022 11:20 - 9 minutes'Oil for security' back in play as Biden heads to Saudi Arabia. Amazon plans further 4,000 UK jobs despite global slowdown, Amazon trims its private-label selection due to weak sales, considers exiting business under regulatory pressure. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 14: Celsius Files for Bankruptcy: Crypto Canary or 'Winter' Victim?
July 14, 2022 11:15 - 8 minutesCelsius files for bankruptcy: Crypto canary or 'winter' victim? Netflix announces Microsoft to be its global ad sales, tech partner. S&P, Dow, Nasdaq futures slide with PPI on tap, 100 basis points priced in. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 13: White House Seeks to 'Provide Context' Before CPI Report is Released
July 13, 2022 11:15 - 8 minutesWhite House seeks to 'provide context' before CPI report is released. Oil supply tightness looks set to worsen, recession or not. Twitter blasts Elon Musk in lawsuit seeking to uphold his $44B acquisition. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 12: Euro Hits Parity with Dollar for First Time in Decades
July 12, 2022 11:10 - 7 minutesEuro hits parity with dollar for first time in decades. Twitter's lawyers step up, telling Musk his deal isn't ended. U.K. lawmakers pass windfall tax on oil and gas producers. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 11: Nord Stream 1 Goes Offline For Maintenance: Will Russia Turn it Back On?
July 11, 2022 11:25 - 9 minutesNord Stream 1 goes offline for maintenance: Will Russia turn it back on? Leaked 'Uber Files' reveal checkered history of the ride-hailing firm. Twitter plunges 7% premarket after Elon Musk abandons $44B deal. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
WSB's The Weekend Bite: Investing In High Yielding Dividend Stocks And Luxury Real Estate w/ Samuel Smith and William Huston
July 09, 2022 11:00 - 14 minutesWe are joined by Samuel Smith (High Yield Investor,) and William Huston (CIO, Bay Street Capital Holdings) to discuss investing in high-yielding dividend stocks, and why William is favoring the luxury real estate market in this environment. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 8: June Jobs Report, Temperature Check of the Economy
July 08, 2022 11:17 - 7 minutesJune jobs report will be parsed for signs of labor market cooling. Twitter drops off 7.5% on report Musk's purchase bid in jeopardy. Spirit Airlines postpones Frontier holder vote as talks progress with JetBlue. Former Japan Prime Minister Shinzo Abe shot and killed. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 7: Report: U.S. Weighs Capping Russian Oil at $40-$60 to Cut War Financing
July 07, 2022 11:24 - 7 minutesU.S. weighs capping Russian oil at $40-$60 to cut war financing - Bloomberg. Boris Johnson to resign as UK prime minister. Federal Reserve officials saw potential to be more hawkish if inflation persists. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 6: OPEC Secretary General Dies: What Does That Mean for Oil and the Alliance?
July 06, 2022 11:25 - 8 minutesOPEC Secretary General dies: What does that mean for oil and the alliance? Rapid rise in mortgage rates weigh on homebuyer activity. Embattled Crypto broker Voyager Digital files for Chapter 11 bankruptcy. FOMC minutes to provide view into decision-making process on 75-bp hike. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 5: Tariff Talk: White House Seeks to Ease Inflation While Keeping Leverage on China
July 05, 2022 11:26 - 7 minutesTariff talk: White House seeks to ease inflation while keeping leverage on China. Bezos spars with White House over fuel economics and inflation. Euro hits 20-year low against the dollar as growth worries increase. S&P, Nasdaq, Dow Jones futures dip as yield curve inverts again. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Weekend Bite: Risk-on or Risk-off? That is the Question w/ Michael Gayed, CFA.
July 02, 2022 11:00 - 14 minutesThis week we're joined by Michael A. Gayed, CFA., Founder of The Lead-Lag Report. We discuss the macro environment, is it the perfect time to go risk-on, and why Michael doesn't see cash as an asset class. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast July 1: Stock Futures Slide After S&P 500 Notches Worst First Half Since 1970
July 01, 2022 11:30 - 7 minutesStock futures slide after S&P 500 notches worst first half since 1970. Coinbase is selling geo-location data to U.S. immigration enforcement agency. McConnell looks to block $52B in chips funding over spending packages. White House official says stablecoin legislation may become law by end-2022: CoinDesk. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast June 30: Turbulent Oil, Gas Markets to Persist 'For Some Time to Come,' Shell CEO says
June 30, 2022 11:22 - 8 minutesTurbulent oil, gas markets to persist 'for some time to come,' Shell CEO says. Freddie Mac to accept rent payment history in mortgage application process. Grayscale sues SEC after its spot Bitcoin ETF is rejected. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast June 29: EU Endorses Push to End Internal Combustion Engine by 2035
June 29, 2022 11:17 - 7 minutesEU endorses push to end internal combustion engine by 2035. PG&E asks for more time to apply for funds to keep nuclear plant open. NATO set to expand as Turkey backs membership for Sweden, Finland. FTC sues Walmart for facilitating fraud that 'fleeced customers' out of millions. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast June 28: G7 Leaders Explore Price Caps on Russian Oil and Gas
June 28, 2022 11:21 - 7 minutesG7 leaders explore price caps on Russian oil and gas. Morgan Stanley, Bank of America raise dividends; JPMorgan, Citigroup dividend unchanged. Goldman, Wells Fargo to boost Q3 dividends after 2022 stress test. Wall Street bank layoffs expected after capital markets drop off - CNBC. Ernst & Young fined $100M by the SEC over ethics exam cheating. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast June 27: Russia Defaults on Foreign Debt for the First Time Since 1918
June 27, 2022 11:21 - 8 minutesRussia defaults on foreign debt for the first time since 1918. Four G7 nations to impose ban on gold bullion imports from Russia. Goldman Sachs said looking to raise $2B to buy Celsius Network assets - report. Biden unveils $600B G7 infrastructure plan to counter China. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
WSB's The Weekend Bite: The State of Oil Or Lack Thereof With Michael Boyd
June 25, 2022 11:00 - 16 minutesMichael Boyd from Energy Investing Authority joins us this week to discuss all things oil. Biden's 4-point plan, will gasoline prices come down, and two picks that he finds favorable that are ready to refine profits for shareholders. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast June 24: Russell Rebalance May See Highest-Volume Trading Session Of The Year
June 24, 2022 11:25 - 8 minutesRussell rebalance may see highest-volume trading session of the year. Tesla partners with PG&E on virtual power plant in California. All 34 banks in Federal Reserve's stress test would weather severe recession. Granholm and the oil industry collaborate -- positive outcome for refiners. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast June 23: Report says U.S. Refiners to Urge Biden Administration Not to Ban Fuel Exports
June 23, 2022 11:09 - 8 minutesTesla Berlin and Austin factories losing billions of dollars, Elon Musk says. Meta Platforms CEO: Explains Meta’s strategy to create shareholder value. U.S. refiners to urge Biden administration not to ban fuel exports - Reuters. Fed publishes bank stress tests as recession talk looms in background. Corporations largely stay quiet ahead of delicate Supreme Court rulings. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast June 22: Rally Fizzles as Stock Futures Slide Before Powell Testimony
June 22, 2022 11:27 - 8 minutesCrude oil resumes slide amid growth worries; energy stocks back under pressure. DOJ settles with Meta in landmark suit over housing discrimination. Rally fizzles as stock futures slide before Powell testimony; Bitcoin under $20K. Senators advance bipartisan gun violence bill, passage may come this week. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast June 21: Biden Nears Decision on Federal Gas Tax Holiday
June 21, 2022 11:15 - 7 minutesBiden nears decision on federal gas tax holiday. Jetblue boosts offer for Spirit Airlines to $33.50/share. Former employees sue Elon Musk's Tesla over mass layoff- Reuters. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
WSB's The Weekend Bite: Breaking Down The Jobs Data with Nick Bunker from Indeed.com
June 18, 2022 11:00 - 21 minutesThis week we're joined by Nick Bunker, Head of Research - North America at Indeed.com, to discuss unemployment numbers and projections, wage growth, and if there are more layoffs to come. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast June 17: Stock Futures Rebound After Brutal Selloff, But Will it Last?
June 17, 2022 11:17 - 8 minutesStock futures rebound after brutal selloff, but will it last? Amazon loses legal battle over whether customers can sue over lack of toxic warnings. Number of high-quality refi candidates dwindles as mortgage rates rise: Black Knight. Musk meets Twitter staff, says 'Freedom of reach,' targeting 1B users are critical. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast June 16: Stock Futures Reverse Post-Fed Rally as Traders Reassess Biggest Rate Hike Since '94
June 16, 2022 11:18 - 9 minutesStock futures reverse post-Fed rally as traders reassess biggest rate hike since '94. Musk expected to confirm ownership push in Twitter meeting - WSJ. Exxon responds to Biden's request for solutions to the oil refining crisis. Binance looks to hire 2,000 as other crypto firms cut their headcount. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast June 15: Decision Day for the Federal Reserve -- 50, 75 or 100 Basis Point Rate Hike?
June 15, 2022 11:20 - 9 minutesDecision day for the Federal Reserve -- 50, 75 or 100 basis point rate hike? European Central Bank calls emergency meeting to discuss market turmoil. Washington floats idea of doubling tax on oil companies to battle inflation. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast June 14: Biggest Fed Rate Hike Since 1994 Now Overwhelmingly Expected
June 14, 2022 11:00 - 8 minutesBiggest Fed rate hike since 1994 now overwhelmingly expected. Stock futures rebound, but traders remain wary as S&P 500 drops into bear market. Morgan Stanley's James Gorman sees 50% chance of U.S. recession. Elon Musk said set to address Twitter employees for first time this week. U.S. urging Russian fertilizer deals to help ease food costs - Bloomberg. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Breakfast June 13: Crypto Lending Firm Celsius Pauses Withdrawals; Bitcoin Under $25K
June 13, 2022 11:10 - 8 minutesCrypto lending firm Celsius pauses withdrawals; Bitcoin under $25K. Mortgage lock volume declines in May, with refi locks falling the most: Black Knight. U.S. CEOs' 2021 compensation increased the most in seven years. Recession fears: Stock futures slide as yield curve inverts. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices
WSB's The Weekend Bite: Investors Should Be Raising Cash, And 3 New Additions To The S&P
June 11, 2022 11:00 - 21 minutesThis week we're bringing you a Quant check on 3 new companies entering the S&P, and we sit down with George Ball, Chairman at Sanders Morris Harris, to discuss why he says investors should still be raising cash. Learn more about your ad choices. Visit megaphone.fm/adchoices