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WSJ's Take On the Week

Podcast WSJ's Take On the Week
The Wall Street Journal
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...

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  • Inflation, the Fed, Tariffs and Immigration. An Economist Weighs In.
    The Consumer Confidence Index had its biggest drop in more than three years in February. We're at a crossroads moment in the economy. Uncertainty is back, according to financial experts and consumers alike. In a special interview-only episode, WSJ’s Take On the Week co-host Telis Demos talks with Seth Carpenter, Morgan Stanley's chief global economist, about where we are in the fight against inflation and what that means for the stock market, the Federal Reserve, and more. 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 [email protected].  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading The Two-Headed Monster Stalking the Economy Has a Name: Stagflation  How Uncertainty From Trump’s Tariffs Is Rippling Through the Economy  For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.
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  • What Trump's Tariff Agenda Means for Markets
    On WSJ’s Take On the Week, co-host Telis Demos talks with reporter Miriam Gottfried about what is driving a slide in 10-year Treasury yields. Then they get into the upcoming jobs report and whether any DOGE-related shakeups in the federal workforce could be reflected in the data. They also discuss the flurry of tariff-related developments ahead of a deadline this week for proposed taxes on imports from Canada and Mexico. Later on the show, Telis dives into what President Trump’s tariff agenda could mean for the economy and markets with Chad Bown, a senior fellow at the Peterson Institute for International Economics and former chief economist for the U.S. Department of State in the Biden-Harris administration.  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 [email protected].  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading   To read more from co-host Telis Demos, catch up on PayPal Needs Help From Its Oldest Friends—Consumers. The Economy Is Still Fine. Americans Are Still Gloomy  For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.
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  • What to Know About AI and the Nuclear Power Trade
    On WSJ’s Take On the Week, co-host Telis Demos talks with reporter Peter Rudegeair about this coming week's latest inflation gauge, the personal-consumption-expenditures price index, or PCE, and what’s going on with the price of eggs. Then they dive into what to expect from the slew of forthcoming housing data and what that could signal about mortgage rates. They also discuss Nvidia, Vistra and Constellation Energy earnings. Later on the show, Telis and Peter are joined by Chris Hansen, founder and portfolio manager of the hedge fund Valiant Capital Management, to talk about AI-related stocks beyond the tech companies investing in AI, including Amazon, Microsoft and Meta, and chipmakers such as Nvidia. They discuss the power companies that provide the extra electricity that fuels data centers needed to support AI and how power companies may also be long-term winners in the AI race. 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 [email protected].  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading and Listening To read more on energy stocks from guest co-host Peter Rudegeair, catch up on Tech-Loving Hedge Funds Have a Crush on Utility Stocks. Listen to Bold Names: Salesforce CEO Marc Benioff and the AI ‘Fantasy Land’.  For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.
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  • Why Walmart Is Trading Like a Big Tech Stock
    On WSJ’s Take On the Week, co-host Telis Demos talks with Aaron Back, WSJ’s Heard on the Street column editor, about the latest inflation report and what it could mean for the Federal Reserve. They also discuss upcoming earnings from Chinese tech company Alibaba and retail behemoth Walmart.  Later on the show, Telis talks about all things retail with Dana Telsey, CEO and founder of Telsey Advisory Group, a brokerage firm focused on the consumer sector. They chat about what’s behind Walmart’s winning retail strategy—from its inroads with higher-end customers, affordable luxury offerings like the viral “Wirkin” bag, and its e-commerce play. They also get into what’s going on with the luxury market, including with high-end juggernaut Hermès, Louis Vuitton parent company LVMH, Chanel, Burberry, and others. Before they sign off, Telis asks Dana: What’s up with Target? 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 [email protected].  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading Walmart Is Retail King Again. Can It Keep the Crown?  Customers Are Quitting Luxury Brands as Price Hikes Go Too Far  To read more from our co-host Telis Demos, catch up on Why Tariffs Will Make Car Insurance Even More Expensive  For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.
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  • Is Bitcoin Buyer MicroStrategy Worth Its Premium Price?
    On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the whiplash surrounding tariffs, including what could be next for the U.S. and China. They also get into the latest in the crypto world, from Coinbase’s upcoming earnings to the forthcoming confirmation hearing for Securities and Exchange Commission nominee Paul Atkins. Before turning to this week’s interview, they get into Robinhood’s back-peddling on launching Super Bowl betting contracts after regulators’ pushback.  Later in the show, Gunjan and Telis dive into one of the hottest stocks out there: MicroStrategy, now renamed as Strategy. The software company, which describes itself as a bitcoin treasury, has become a bitcoin buying machine. Since it started purch asing bitcoin in 2020, Strategy’s stock has skyrocketed with an ardent following not unlike the fandom surrounding cult stocks like Palantir and Nvidia. But some are skeptical of the company’s bitcoin strategy and valuation. Jon Weil, columnist for WSJ’s Heard on the Street, joins Telis and Gunjan to explain.  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 [email protected].  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.  Further Reading To read more from co-host Telis Demos, catch up on Wall Street Is Booming, but Banks Are in a Lending Rut.  For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.
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Über 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.
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