Show Notes
On this week’s episode of WSJ’s Take On the Week, host Miriam Gottfried and guest host Aaron Back, editor of WSJ’s Heard on the Street, preview the upcoming employment and inflation releases in advance of the Federal Open Market Committee’s September policy meeting. They analyze why these economic indicators will draw heightened focus under Federal Reserve Chairman Kevin Warsh. Then Miriam and Aaron dig into Nvidia’s recent blowout earnings and whether we will see that echo in Broadcom’s earnings this week.
Next, Dan Rasmussen, founder and portfolio manager at Verdad Advisers, offers insight into the past year's small-cap stock surge following an extended period of underperformance relative to mega-caps. Rasmussen explains why private equity firms face a massive exit logjam from acquisitions of small companies due to inflated valuations. Finally, we ask Rasmussen: does value investing still work?
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.
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 show at [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Inflation Was 3.4% in July, Down Slightly From the Previous Month
Fed’s Preferred Inflation Gauge Remains Above Target Range
Nvidia Reports Blowout Quarter, Says Demand for AI Chips Is Getting Even Hotter
Nvidia’s $279 Billion Supply-Chain Gamble
Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground
Private-Equity Firms Are Sitting on a Nine-Year Backlog
A Better Mousetrap for Buying Small Stocks
Moderna Shares More Than Double on Success of mRNA Cancer Vaccine
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.
Sign up for the WSJ's free Markets A.M. newsletter.
Follow Miriam Gottfried here and Telis Demos here.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
More from WSJ's Take On the Week
It’s election season again, and affordability is on the ballot for voters. High gas prices, energy costs and persistent inflation continue to squeeze households—what does that mean for the upcoming midterm elections and the stock market?
Interest rates are up, and high-yield savings accounts are back— so why is so much of your cash still under-earning? In this episode of WSJ’s Take On the Week, hosts Telis Demos and Miriam Gottfried explore why it’s time to rethink where your money sits and treat cash as a true asset class.
In this week's episode of WSJ’s Take On the Week, co-host Miriam Gottfried and Heard on the Street columnist Jonathan Weil break down why U.S. Treasury yields hit their highest levels since 2002, and how the delay of highly anticipated IPOs from AI giants like OpenAI and Anthropic could reshape the market. Next, they analyze whether these postponements are solely driven by AI safety concerns or if they signal broader weakness in the IPO market.
In this week's episode of WSJ’s Take On the Week, co-host Miriam Gottfried is joined by guest co-host and WSJ markets reporter Sam Goldfarb to break down the unprecedented surge in the 10-year Treasury yield. Meghan Swiber, U.S. rates strategist at Bank of America, joins the show to discuss what influences these yields, and how a 5% yield affects everyday borrowing costs including mortgage rates, which are again topping 7%.
In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried break down the conversation around AI safety and development, and how markets have reacted. Plus, OpenAI is now expected to have its initial public offering next year instead of this year. Will Anthropic follow suit? They also analyze the Federal Reserve's recent unanimous decision to hike interest rates, the mechanical impact of 10-year Treasury yields crossing 5%, and how these macroeconomic shifts are reshaping the bond market.