WSJ's Take On the Week

The Wall Street Journal
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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.
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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.
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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.
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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.
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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.
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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.
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24 snips
Jul 13, 2025 • 29min

Morgan Stanley Exec on the IPO Market, Robinhood’s Tokenized Stocks and More

Arnaud Blanchard, the global co-head of equity capital markets at Morgan Stanley, shares insights into the revived IPO market after a slump. He discusses the promising performances of recent IPOs like Chime and Voyager Technologies. Blanchard believes around 200 IPOs are expected this year and speculates on their potential return to 2021 highs. He also analyzes sectors worth investors' attention and debates whether Robinhood's tokenized stocks could pose a threat to traditional IPOs.
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16 snips
Jul 2, 2025 • 26min

Why This Fed President Is in No Rush to Cut Interest Rates

Tom Barkin, President and CEO of the Federal Reserve Bank of Richmond, shares insights on navigating today’s economic complexities. He discusses the Fed's cautious approach to interest rates amidst pressures and political influences. Barkin compares the economy to 'driving through fog,' urging patience. He explores consumer sentiment's surprising strength despite inflation and highlights the impact of AI on the job market. Barkin also assesses potential recession risks, emphasizing the resilience of the U.S. economy and the unpredictable nature of current economic forecasting.
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30 snips
Jun 29, 2025 • 24min

Barclays Analyst on What Investors Should Know About Trump’s Tax Bill

Michael McLean, a public policy senior analyst at Barclays, shares his insights on the GOP's One Big Beautiful Bill. He highlights the contrasting views between investors and policymakers on the bill's impact on the U.S. deficit and economic growth. The discussion delves into concerns about Medicare, Medicaid, and Social Security, and how tax reforms could affect these programs. Listeners are encouraged to consider the long-term fiscal implications and investor sentiments as they navigate this complex landscape.
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Jun 22, 2025 • 30min

What 401(k) Investors Need to Know About Private Markets

Holly Verdeyen, a partner at Mercer, sheds light on integrating private investment assets into 401(k) portfolios, discussing their potential impact on long-term savings. She elaborates on how private assets differ from traditional stocks and bonds. Anne Tergesen, a retirement and personal finance reporter, shares insights on the suitability of these investments for various investors. They delve into the implications of a groundbreaking private credit ETF and the additional fees tied to private assets, emphasizing the need for careful consideration in retirement planning.

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