In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dive into how, for the first time, brokerages have taken out more than $1 trillion dollars in margin debt to buy stocks and other securities. Next, they chat about Robinhood’s blowout earnings as another sign of market exuberance, and why investors are eagerly awaiting software and data analytics company Palantir's earnings this week.
Then after the break, Sébastien Page, head of global multi-asset and chief investment officer at T. Rowe Price, joins our hosts to chat about why he thinks AI stocks have strong financial and economic positions, and why he believes stocks will still deliver an equity risk premium. Plus, Page shares what he thinks investors could learn from sports psychology.
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
Five Signs of a Market Bubble Investors Are Tracking
With Hectic Trading in Krispy Kreme and OpenDoor, Stocks Head for a Meme Reversion
Fed Holds Rates Steady, but Two Officials Back a Cut
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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