Wall Street Breakfast

Wall Street Breakfast


Latest Episodes

T-bills, gold and macro volatility
April 27, 2024

Amrita Roy and Rob Isbitts are both bullish on gold and T-bills (0:25). Inflationary and deflationary tug of war, macro volatility and central banks piling into gold (1:25). Why liquidity is the glue

Snap soars on surprise profit beat, strong revenue forecast
April 26, 2024

Snap sees up to 18% revenue https://seekingalpha.com/news/4094588-snap-sees-up-to-18-revenue-growth-in-current-quarter-stock-rockets-25-after-hours?source=wsb_podcast:snap_soars_on_surprise_profit_bea

Weak GDP raises stagflation debate
April 25, 2024

GDP +1.6%, thehttps://seekingalpha.com/news/4094072-us-gross-domestic-product-growth-cools-markedly-in-q1?source=wsb_podcast:weak_gdp_raises_stagflation_debate in 2 years, as inflation came in hot. (

Nvidia to acquire two Israeli AI startups
April 25, 2024

Nvidia (NVDA) to buy two Israeli startups aiming to run https://seekingalpha.com/news/4093804-nvidia-acquisition-two-israeli-startups-lower-costs-ai-models?source=wsb_podcast:nvidia_to_acquire_two_isr

Boeing cites safety progress as loss narrows
April 24, 2024

Boeing https://seekingalpha.com/news/4093053-boeings-shares-rise-as-quarterly-loss-narrows-despite-scrutiny-of-plane-safety?source=wsb_podcast:boeing_cites_safety_progress_as_loss_narrows on the top a

Google delays phaseout of third-party cookies
April 24, 2024

Google (GOOG) (GOOGL) delays https://seekingalpha.com/news/4092914-google-delays-phaseout-third-party-cookies-chrome?source=wsb_podcast:google_delays_phaseout_of_third_party_cookies of third-party coo

California vs airport security line jumping
April 23, 2024

State Senator's bill would https://seekingalpha.com/news/4092240-california-bill-ban-clear-airport-security-lines?source=wsb_podcast:california_vs_airport_security_line_jumping from security areas acr

UnitedHealth confirms personal data compromised in cyberattack
April 23, 2024

UnitedHealth (UNH) confirms https://seekingalpha.com/news/4092252-unitedhealth-confirms-personal-data-compromised-in-cyberattack?source=wsb_podcast:unitedhealth_confirms_personal_data_compromised_in_c

Tech trade tide turning?
April 22, 2024

UBS https://seekingalpha.com/news/4091856-apple-nvidia-among-big-6-tech-getting-rating-cut-at-ubs-on-earnings-momentum-reversal?source=wsb_podcast:tech_trade_tide_turning Apple, Amazon, Google, Meta,

Tesla’s weekend moves: price cuts, pressures precede earnings
April 22, 2024

Tesla (TSLA) price https://seekingalpha.com/news/4091741-tesla-price-cuts-go-global-cost-of-full-self-driving-slashed-by-a-third?source=wsb_podcast:teslas_weekend_moves_price_cuts_pressures_precede_ea