WSJ's Take On the Week

Arlan Hamilton, venture capital firm leader investing in small businesses, discusses the current state and future predictions for small businesses and big banks. Topics include entrepreneurship, the challenges faced by small businesses, purposeful delusion in entrepreneurship, fiscal responsibility, boom and bust cycles in venture space, and upcoming bank earnings reports.

In this podcast, experts discuss what to expect in the markets and money in 2024, including trends in inflation, interest rates, and the housing market. They also touch on predictions, concerns, company spending, and the importance of diversification in portfolios. Additionally, they highlight the significance of disclosures, trends in mortgage rates and home prices, and the Fed's response to increased bankruptcy filings among small and medium-sized businesses.

Chicago Fed President Austan Goolsbee discusses potential interest rate hikes, the risk of recession, and shifting the Fed's focus to the U.S. labor market. The podcast explores varying opinions on rate cuts within the Federal Reserve and the influence of the Fed's actions on inequality.

This podcast explores the impact of high grocery prices and rising costs on consumer spending. It also discusses the business moves of Amazon and their implications for companies like Carmax and FedEx, along with concerns about inflation and wage pressures. Additionally, the podcast examines the relationship between consumer spending, the labor market, and economic growth, as well as the role of productivity and technology in driving the economy. FedEx's relationship with Amazon and upcoming earnings calls for FedEx and Carmax are also mentioned.

This podcast explores topics such as Adobe's new AI tools affecting its business, the Federal Reserve's levers to move the markets, and the impact of Gen-Z on restaurant marketing strategy.

Discussion on the upcoming jobs report and consumer confidence in a potential recession. Interviews with the chief economist and a member of the White House's Council of Economic Advisors. Analysis of the performance of COVID-19 vaccine makers and the pharmaceutical and drug sectors. Current economic situation, job gains and losses in various industries explained. Focus on wage growth, inequality, and investor interest in weight loss products.

WSJ's Take On the Week discusses the latest quarter's earnings reports and their implications for the market. They also delve into the United Nations Conference on climate change and the involvement of big oil companies in clean energy solutions.

This week is Black Friday, which means it’s the unofficial kickoff of the holiday shopping season. The big question many economists want to know is will consumer spending be strong? WSJ retail reporter Sarah Nassauer joins us as we look ahead to earnings reports this week from retailers, like Best Buy and Dick’s Sporting Goods, to find out if the holiday spirit is enough to boost sales. Then, we’re turning our attention to artificial intelligence. Nvidia, the technology company known for designing and manufacturing computer graphic chips, is expected to report earnings this week. After the AI boom helped fuel gains for the company, investors are looking to see what recent U.S. restrictions limiting exports to China will mean for the company and its stock. Brenda Vingiello, the chief investment officer of Silicon Valley-based Sand Hill Global Advisors, joins us to explain what investors should be looking for in Nvidia’s earnings report. Lastly, we’re queuing up for holiday travel. With a record number of consumers expected to travel in the next six months, we’re checking in with WSJ’s travel reporter, Jacob Passy, to find out if this sky-high travel is reaching a descent anytime soon. Further Reading Five Economic Signs You’re Smart to Procrastinate on Holiday Shopping This Year  Nvidia’s $5 Billion of China Orders in Limbo After Latest U.S. Curbs  For more coverage of the markets and your investments, head to WSJ.com.

This podcast discusses the upcoming earnings report of Home Depot and how factors like the housing market, consumer spending, and supply chains play a role in their success. It also examines the impact of slowing inflation on corporate profits and analyzes the expected earnings from Target and Walmart. The podcast offers insights into the state of the consumer and the effects of inflation on retail spending.

Mohamed El-Erian, chief economic advisor at Allianz, discusses his concerns about a 2024 recession, policy mistakes by the Federal Reserve, the confusion in the bond market, inflation's impact on purchasing power, compromised resilience in various sectors, and the potential for reversal in labor augmenting transformations. The importance of hope and change in economic decision-making is also explored.