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, after the break, Rob Arnott, founder of investment firm Research Affiliates, joins Gunjan to chat about the stock market bubble. Arnott explains his case for why the market is "priced for perfection," and later, he breaks down how government stimulus and the rise of index funds are fueling the rally. And where can investors find opportunities in a frothy market? Arnott has an answer.
This is WSJ’s Take On the Week where 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.
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 takeontheweek@wsj.com.
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Big Banks Cash In on Well-Heeled Borrowers
The Nation’s Biggest Banks Are Saying the Economy Is Still Strong
Trump’s Threat on Higher China Tariffs Wipes Out Stocks’ Weekly Gains
U.S., China Aim for a Delicate Balancing Act on Trade
An Unlikely Investing Hack: Why You Can Sleep Soundly and Earn More
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.
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Follow Gunjan Banerji here and Telis Demos here.
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