WSJ's Take On the Week
The Wall Street Journal
WSJ's Take On the Week brings you the insights and analysis you need to get a leg up on the world of money and investing. We cut through the noise and dive into markets, the economy and finance. Join The Wall Street Journal's Telis Demos and Gunjan Banerji in conversation with the people closest to the hot topics in markets to get incisive analysis on the big trades, key players in finance and business news. The duo will bring actionable insights to a range of investors and business leaders while also entertaining a broader audience with lively, relatable conversations. Episodes drop Sundays.
Episodes
Mentioned books
Sep 18, 2025 • 33min
The ‘Infinite Money Glitch’ Making the Trump Family Millions
James Mackintosh, a Senior markets columnist at The Wall Street Journal, and Spencer Jakab, an Investing columnist, dive into the Trump family's latest venture—a crypto treasury with the WLFI token. They discuss the 'infinite money glitch' and its potential risks for investors. The conversation explores how this strategy mirrors the success of other digital-asset models and compares it to the volatile behavior seen with meme stocks. The duo also debates the thin line between investing and mere speculation in today's market landscape.
Sep 17, 2025 • 2min
Introducing: Ticker Shock
Dive into the world of finance and markets as experienced journalists share their insights. Discover how external factors shape investment strategies and impact the economy. The discussions aim to demystify complex market dynamics, making them accessible for finance-curious listeners. Expect to connect the dots between policy changes and your financial life.
Sep 14, 2025 • 28min
Who Really Pays for Tariffs? Citi’s Trade Lead on the Economic Impact
Adoniro Cestari Neto, head of trade and working capital solutions at Citigroup, discusses the economic impact of U.S. tariffs. He reveals how global companies adapt their supply chains to mitigate costs without burdening consumers. Cestari Neto elaborates on the complexities of pricing strategies and the shared financial impact of tariffs across all stakeholders. The conversation also highlights innovative approaches like the 'China plus one' strategy and the growing trend towards reshoring as companies strive for production efficiency in a changing economic landscape.
27 snips
Sep 7, 2025 • 28min
Why This Economist Says Government Economic Surveys Can’t Be Replaced
Dana M. Peterson, chief economist at the Conference Board, shares her insights into the complexities of economic data interpretation. She emphasizes the importance of survey-based data in understanding consumer sentiment, especially amid fears of a 'vibecession.' The conversation touches on the potential inadequacy of private data to replace government surveys and the crucial role of labor market indicators. Peterson also discusses the relationship between consumer confidence, inflation, and overall economic health in today's volatile landscape.
27 snips
Aug 24, 2025 • 26min
Barclays Analyst on How Retail Stocks Are Managing Tariffs
Adrienne Yih, a senior retail analyst at Barclays with expertise in tariffs' effects on retail, joins to discuss the current retail landscape. She highlights how retailers like American Eagle and Gap are battling tariff impacts and the importance of the back-to-school season for apparel sales. Yih also reveals which retailer currently holds the most pricing power, and the nuanced differences in strategies between giants like Target and Walmart amidst economic uncertainty.
46 snips
Aug 17, 2025 • 27min
Does the Weak Housing Market Signal a Coming Recession?
Neil Dutta, head of economic research at Renaissance Macro Research, shares insights on the current state of the housing market, asserting it's in a recession. He discusses the implications of stagnant sales and falling prices, and how this may not necessarily drag the entire economy down with it. Dutta also examines the impact of high mortgage rates on consumer spending and the construction sector. Tune in to unravel whether the housing market's struggles signal deeper economic troubles ahead.
31 snips
Aug 10, 2025 • 27min
Are Stablecoins the Future of Payments? Mizuho Analyst Shares Insights
Dan Dolev, the senior financial-technology analyst at Mizuho Americas, shares his expertise on stablecoins and their growing influence in the payments landscape. He dives into how stablecoins could disrupt traditional payment networks like Visa and Mastercard. Dolev also analyzes Circle's revenue streams and the future of digital currencies in facilitating global transactions. This insightful discussion highlights the potential of stablecoins to transform consumer dynamics and combat currency instability on a global scale.
4 snips
Aug 3, 2025 • 26min
Is the Stock Market in a Speculative Bubble? T. Rowe Price CIO Weighs In
Sébastien Page, head of global multi-asset at T. Rowe Price and author of 'The Psychology of Leadership,' joins the hosts to discuss the current state of the stock market. He analyzes the surge in margin debt exceeding $1 trillion as a sign of investor exuberance. Page highlights why AI stocks may have a promising future and shares insights on sports psychology to improve investment strategies. He promotes the importance of a disciplined approach to navigating market uncertainties, including the need for diversification in today’s economy.
32 snips
Jul 27, 2025 • 26min
How to Navigate an AI Bull Market, With Tech Investor Imran Khan
Imran Khan, founder and chief investment officer of Proem Asset Management, shares insights from his extensive experience in tech investments, previously serving as chief strategy officer at Snap. He discusses the latest trends in the AI bull market, focusing on major players like Nvidia and Meta. Khan highlights how AI enthusiasm fuels market speculation and herd behavior among investors. He also emphasizes the potential of private investments like OpenAI, providing a nuanced view of the balancing act between excitement and risk in the evolving tech landscape.
31 snips
Jul 19, 2025 • 26min
Chicago Fed President Austan Goolsbee On Tariffs, Inflation and AI
Austan Goolsbee, President of the Federal Reserve Bank of Chicago, dives into current economic dynamics and their intricate ties to tariffs and inflation. He sheds light on how these factors intertwine with market confidence and the dual mandate of the Fed. Goolsbee emphasizes the cautious optimism surrounding AI's potential for productivity, while warning about the risks of an exuberance bubble reminiscent of the dot-com era. He also unpacks the implications of housing market trends and Federal Reserve policies on broader economic stability.
