Uploaded August 2026 | Updated September 2026, 2 weeks ago
On this week’s episode of WSJ’s Take On the Week, host Miriam Gottfried and guest host Aaron Back, editor of WSJ’s Heard on the Street, preview the upcoming employment and inflation releases in advance of the Federal Open Market Committee’s September policy meeting. They analyze why these economic indicators will draw heightened focus under Federal Reserve Chairman Kevin Warsh. Then Miriam and Aaron dig into Nvidia’s recent blowout earnings and whether we will see that echo in Broadcom’s earnings this week.
Next, Dan Rasmussen, founder and portfolio manager at Verdad Advisers, offers insight into the past year's small-cap stock surge following an extended period of underperformance relative to mega-caps. Rasmussen explains why private equity firms face a massive exit logjam from acquisitions of small companies due to inflated valuations. Finally, we ask Rasmussen: does value investing still work?
Chapters:
01:00 - The week ahead: Jobs report and the Fed
03:31 - Nvidia's blowout earnings
05:14 - Circular financing and AI demand questions
07:20 - Broadcom earnings look-ahead
08:18 - Dan Rasmussen Interview
09:34 - Small Cap History
12:27 - The two small-cap markets: quality vs. junk
14:55 - Biotech's comeback
16:39 - Credit spreads and where we are in the cycle
21:24 - Private equity's exit logjam
23:24 - Russell 2000 vs. S&P SmallCap 600
25:01 - S&P 500 vs. total market index funds
27:50 - Does value investing still work?
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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@wsj.com.
🎧 Prefer just the audio version? Subscribe and listen on Apple Podcasts, Spotify, Amazon Music, or wherever you get your podcasts: on.wsj.com/3LBGo5Q?mod=WSJ_TOTWPOD
#WSJ #investing #Nvidia
On this week’s episode of WSJ’s Take On the Week, host Miriam Gottfried and guest host Aaron Back, editor of WSJ’s Heard on the Street, preview the upcoming employment and inflation releases in advance of the Federal Open Market Committee’s September policy meeting. They analyze why these economic indicators will draw heightened focus under Federal Reserve Chairman Kevin Warsh. Then Miriam and Aaron dig into Nvidia’s recent blowout earnings and whether we will see that echo in Broadcom’s earnings this week.
Next, Dan Rasmussen, founder and portfolio manager at Verdad Advisers, offers insight into the past year's small-cap stock surge following an extended period of underperformance relative to mega-caps. Rasmussen explains why private equity firms face a massive exit logjam from acquisitions of small companies due to inflated valuations. Finally, we ask Rasmussen: does value investing still work?
Chapters:
01:00 - The week ahead: Jobs report and the Fed
03:31 - Nvidia's blowout earnings
05:14 - Circular financing and AI demand questions
07:20 - Broadcom earnings look-ahead
08:18 - Dan Rasmussen Interview
09:34 - Small Cap History
12:27 - The two small-cap markets: quality vs. junk
14:55 - Biotech's comeback
16:39 - Credit spreads and where we are in the cycle
21:24 - Private equity's exit logjam
23:24 - Russell 2000 vs. S&P SmallCap 600
25:01 - S&P 500 vs. total market index funds
27:50 - Does value investing still work?
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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@wsj.com.
🎧 Prefer just the audio version? Subscribe and listen on Apple Podcasts, Spotify, Amazon Music, or wherever you get your podcasts: on.wsj.com/3LBGo5Q?mod=WSJ_TOTWPOD
#WSJ #investing #Nvidia
