Latest news with #TelisDemos
Wall Street Journal
27-07-2025
- Business
- Wall Street Journal
How to Navigate an AI Bull Market, With Tech Investor Imran Khan - WSJ's Take On the Week
In this week's episode of WSJ's Take On the Week, hosts Gunjan Banerji and Telis Demos start the show by digging into the meme-stock mania surrounding OpenDoor, Krispy Kreme and Kohl's, and how the factors driving this are different from 2021. Then they get into President Trump's latest trade deal with Japan and how it's showing up in auto-sector trades. Plus, some economic talk ahead of the Federal Reserve's meeting this week to discuss interest rates, and the release of the latest jobs report. Later in the show, Imran Khan, founder and chief investment officer of Proem Asset Management, joins Gunjan to talk about the AI trade surrounding companies like Nvidia, Meta and Alphabet. Plus, Khan chats about how AI enthusiasm is driving market speculation, herd thinking in markets, and the value of private-market investments like OpenAI. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@ To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or thevideo page of Further Reading: Kohl's and Opendoor Headline a New Class of Meme Stocks With Hectic Trading in Krispy Kreme and OpenDoor, Stocks Head for a Meme Reversion Trump's New Trade Standard Takes Shape With 15% Tariff Deal How Nvidia Became the World's First $4 Trillion Company For more coverage of the markets and your investments, head to WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.
Wall Street Journal
19-07-2025
- Business
- Wall Street Journal
Chicago Fed President Austan Goolsbee On Tariffs, Inflation and AI - WSJ's Take On the Week
In this week's episode of WSJ's Take On the Week, hosts Gunjan Banerji and Telis Demos are joined by Austan Goolsbee, president of the Federal Reserve Bank of Chicago and voting member of the 2025 FOMC Committee, to discuss the economy, inflation, tariffs, escalating trade wars and the Federal Reserve's approach to monetary policy. Goolsbee explains how the economic conditions and the Fed's dual mandate of stable prices and maximum employment plays into his decision making on cutting interest rates. Plus, he discusses the potential for AI to drive long-term productivity gains but cautions against the risk of an "exuberance bubble" similar to the dot-com era. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@ To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of Further Reading Latest Tariff Threats Could Delay Rate Cuts, Chicago Fed's Goolsbee Says For more coverage of the markets and your investments, head to WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.
Wall Street Journal
14-07-2025
- Business
- Wall Street Journal
TNB Tech Minute: Bitcoin Hits Record High of $120,000 - Tech News Briefing
WSJ's Take On the Week 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.
Wall Street Journal
14-07-2025
- Business
- Wall Street Journal
Bank Earnings: Why Smaller Lenders Are Worth Watching
Perhaps more than ever, it is smaller banks whose fortunes closely track activity in the real economy, especially that of midsize, domestically focused firms, writes Telis Demos for Heard on the Street. While tariff-induced volatility can boost Wall Street fees, it also deters hiring and investing by businesess. In turn, that slows income growth at regional banks that make more of their money with traditional lending. 🔎 Get the full story:
Wall Street Journal
29-06-2025
- Business
- Wall Street Journal
Barclays Analyst on What Investors Should Know About Trump's Tax Bill - WSJ's Take On the Week
In this episode of WSJ's Take On the Week, we jump straight into a topic on many minds: the GOP's One Big Beautiful Bill. Co-hosts Gunjan Banerji and Telis Demos are joined by Michael McLean, public policy senior analyst at Barclays, to unpack what some investors are paying attention to when it comes to the GOP's One Big Beautiful Bill. McLean explains the differing viewpoints between Washington and Wall Street and the role of a rising U.S. deficit. Plus, the hosts share and answer listener questions about tax policy asked at WSJ's Future of Everything conference in May. The conversation also explores what economic growth the tax and budget bill can bring and why investors and government officials alike are watching to see how this tax bill addresses concerns with Medicare, Medicaid and Social Security. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@ To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of Further Reading Trump's 'Big, Beautiful Bill' Gets Slimmed Down in Senate The Tax Bill Would Deliver a Big Win for Private Schools—and Investors The Path to Record Deficits For more coverage of the markets and your investments, head to WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.
