On Watch by MarketWatch

Joe Adonoffi, a Market reporter for MarketWatch, dives into the economic implications of Donald Trump's victory in the 2024 election. He discusses the challenges facing lower and middle-income Americans due to wage stagnation and rising living costs. Adonoffi highlights market shifts, particularly in financial and energy sectors, following the election, and shares investment strategies amidst uncertainties. He analyzes the bond market’s appeal and suggests small-cap funds as promising options for securing returns in a volatile landscape.

Dan Gallagher, tech columnist for the Wall Street Journal, dives into the evolving AI landscape and its impact on Big Tech earnings. He explores Microsoft's ambitious AI investments and their resulting cloud service growth. The conversation shifts to Amazon's strategies amid AI competition and profit margin concerns, particularly for Google and Meta. Gallagher also discusses Apple's AI launch and its potential effects on iPhone sales, finishing with NVIDIA's pivotal role in the market and the challenges other tech giants face in an increasingly demanding environment.

Downtown Josh Brown is leaving blogging behind, but wanted to take a look back. He joins us today to talk about his old MarketWatch interviews, his new book, "You Weren't Supposed to See That: Secrets Every Investor Should Know” and what Wu-Tang Clan taught him about business.

Rob Schroeder, MarketWatch's D.C. Bureau Chief, joins Maya McGinnis, President of the Committee for a Responsible Federal Budget, to dissect the pivotal financial implications of the 2024 election. They explore how Trump and Harris's tax plans could affect the national debt and social security. The conversation dives into the expiration of tax cuts and the potential burden on middle and lower-income Americans. They also discuss the influence of Congress on tax policies, offering a thought-provoking look at America's financial future.

Claudia Sahm, a renowned economist known for the Sahm rule, discusses how historical economic indicators can help navigate today's uncertain financial landscape. Meb Faber, co-founder of Cambria Investments, shares insights about innovative investment strategies, particularly focusing on the shareholder yield ETF. The duo also highlights the importance of diversity in economics and examines market trends, resilient investment strategies, and the shifting dynamics of shareholder buybacks. Both guests bring unique perspectives on how personal experiences shape financial decisions.

With the fourth quarter upon us, MarketWatch’s editor-in-chief and lead economics reporter break down what we’ve seen so far in 2024 and what it means for the end of the year.

Today, we’re telling you a story about Uber. For most of the company's existence, it was bleeding money, but since the end of 2022, Uber has been consistently profitable. We explore how in this episode.Uber’s 2023 blog post

A Princeton computer-science professor with a focus on AI and a cybersecurity leader tackle the critical risks associated with artificial intelligence. They discuss the misleading nature of AI marketing and potential scams lurking online. The professor critiques predictive AI's limitations in vital sectors like healthcare and law enforcement, while the cybersecurity expert shares strategies to combat AI-driven attacks. Together, they investigate emerging threats like voice cloning and provide essential tips for staying safe in an increasingly AI-influenced world.

Discover the rising allure of bonds as interest rates start to decline. The 'T-Bill and Chill' phenomenon captures the attention of younger investors eager for safer options. Explore how municipal bonds can help manage rising personal expenses.Delve into shifting investment trends from speculation to stability, spotlighting the growth of fractional bond ownership. Retail investors share insights on corporate bonds linked to popular companies like AMC, amidst discussions on Federal Reserve actions and their economic impact.

After the introduction of the next generation of the iPhone, Apple’s ability to spark consumer adoption of generative AI is still a question. Also, the jobs report looked decent, but there are better metrics to watch.