WSJ's Take On the Week

This podcast discusses the significance of upcoming jobs reports, market anticipation, and consumer behavior insights from experts. They also explore how retail giants like Target and Costco are adapting to consumer trends and how the upcoming U.S. presidential election may impact market strategies.

This podcast discusses Paramount Global's earnings report, potential acquisitions, and impact on streaming. Market analysts share insights on investor expectations and market reactions to inflation data. Additionally, CFOs from major companies prepare for leap day, highlighting disparities in treatment of salaried and hourly workers.

Cathie Wood, CEO of ARK Invest, shares insights on selling Nvidia stock. Discussion on Nvidia's performance, AI boom, and inflation impact on housing market. WSJ's housing reporter talks about rising mortgage rates, home sales, and DIY renovations.

Rick Rieder, Global asset allocation team leader at BlackRock, discusses his excitement about a return to normalcy in 2024, his hope for faster interest rate cuts by the Fed, his interest in bitcoin, and his big worry about the US national debt in the long term.

 Why will DoorDash’s earnings report deliver a better check-up for the U.S. economy than Marriott, Coca-Cola and Kraft-Heinz this week? Because the affordable luxury of food delivery is a great barometer for how much Americans are still willing to spend. Jason Helfstein, Oppenheimer and Company’s managing director and head of Internet research, tells us why he’s giving the stock a buy rating and how he thinks the latest changes to minimum wage laws will affect stockholders. And it’s still all about inflation. WSJ markets reporter Eric Wallerstein joins us to break down why this week’s CPI inflation report could really move markets. Plus, Valentine’s Day is on the way, which for many means gifts. We look at which sector might see a boost from the holiday of love. Further Reading As CFOs Prepare for an Unpredictable 2024, Here’s What Tops Their Checklists  Investors Are Almost Always Wrong About the Fed  Why Inflation Is Rising Again: Breaking Down the December CPI Report  11 Valentine’s Day Gifts to Warm Her Heart (and Everything Else)  For more coverage of the markets and your investments, head to WSJ.com. 

This week, multinational food, snack, and beverage company, PepsiCo is set to release their fourth quarter financial results. The soda maker has made headlines recently after their products were removed from European supermarket chain, Carrefour. The split follows a recent announcement by PepsiCo's chief financial officer, Hugh Johnston, that the company is expecting to slow price hikes this year. Jeremy Goldberg, portfolio manager at Professional Advisory Services, joins us to share what these moves will mean for investors. Then, we're turning our attention to CVS Health Corp’s earnings this week. The retail pharmacy chain recently announced plans to close dozens of pharmacies inside Target stores as pharmacies struggle to grow retail profits. WSJ reporter Anna Matthews joins to share what this means for the company's future and what it says about the state of drugstores. We wrap up the show with a 'happy birthday' to Meta, which will be celebrating the 20th anniversary of Facebook later this week. Sal Rodriguez, WSJ's social media reporter, joins us to discuss what the tech giant may be looking forward to next. Further Reading PepsiCo, Grocery Giant Bicker Over Who Dumped Whom  CVS Is Closing Pharmacies Inside Some Target Stores 

Former St. Louis Fed President shares thoughts on interest rate decision, Apple's virtual reality headset release and its competition with Microsoft, and tips for tax season for investors

Jared Bernstein, Chair of the Council of Economic Advisors, discusses economic priorities of the Biden administration including jobs, national debt, inflation, China, and trade war. Explores need for more stimulus or budget cuts. Highlights investment in U.S. manufacturing and struggles of the industry. Examines Biden's approach to China, tariffs, and worker-centered trade policy. Discusses current economic conditions, need for stimulus, and possibility of budget reduction.

The podcast discusses the upcoming economic data releases, including business condition survey and GDP report. They also talk about Boeing's recent troubles with the 737 Max jet and its impact on the aviation industry. Insights on inflation metrics and predictions are also provided.

Zillow co-founder Spencer Rascoff discusses the potential obstacles and successes for the housing market in 2024. The World Economic Forum in Davos, Switzerland will bring together leaders to shape global agendas, including discussions on the economy and AI's impact. The podcast also explores emerging opportunities in 2024, the advantages of starting a company now, and the current state of the housing market in 2023.