ChatGPT, Explained: What to Know About OpenAIs Chatbot | WSJ Tech News Briefing WSJ Podcasts 2022-12-07 | ChatGPT, Lensa and DALL-E are giving more people without computing skills the chance to interact with artificial intelligence. These AI programs that can write detailed responses to questions or create stunning images based on prompts are all over social media.WSJ personal tech reporter Ann-Marie Alcántara joins host Zoe Thomas to discuss how the programs work and the concerns that have been raised about their potential misuse.Photo: NurPhoto / ContributorFor more episodes of WSJ’s Tech News Briefing: link.chtbl.com/WSJTechNewsBriefing#ChatGPT #AI #WSJ
Will Rising Interest Rates Mean a Real Estate Crash? WSJ Podcasts 2026-09-22 | WSJ's Take On the Week hosts Miriam Gottfried and Telis Demos are joined by Jefferies analyst Jon Petersen to examine if climbing interest rates might disrupt the real estate investment trust (REIT) sector in the same way as in 2022.
Is Real Estate A Good AI Hedge? WSJ Podcasts 2026-09-21 | WSJ's Take On the Week hosts Miriam Gottfried and Telis Demos are joined by Jefferies analyst Jon Petersen to break down whether real estate is a good hedge against a potential AI bubble.
Will Real Estate Protect Your Portfolio if the AI Bubble Bursts? | WSJ’s Take On the Week WSJ Podcasts 2026-09-20 | In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried break down the conversation around AI safety and development, and how markets have reacted. Plus, OpenAI is now expected to have its initial public offering next year instead of this year. Will Anthropic follow suit? They also analyze the Federal Reserve's recent unanimous decision to hike interest rates, the mechanical impact of 10-year Treasury yields crossing 5%, and how these macroeconomic shifts are reshaping the bond market.Next, Jefferies equity analyst Jon Petersen joins the show to explain how rising interest rates and limited supply are impacting real estate investment trusts (REITs). They also discuss the impact of AI on the sector. Are companies like Digital Realty and Equinix poised to fare well in the data center buildout? What about industrial REITs like Prologis and Stag Industrial? Plus, Petersen breaks down why the REIT sector could be a healthy safe haven for investors if the AI bubble bursts.News Corp, owner of The Wall Street Journal, has a content-licensing partnership with OpenAI.Chapters:2:20 — AI Safety Debate and Market Reaction4:42 — The Fed’s Interest Rate Hike 6:49 — Oil Prices, Bond Yields, and the Fed's Balancing Act10:42 — How Interest Rates Drive Real Estate Values13:34 — Senior Housing REITs15:48 — Logistics and Warehouses Post-Pandemic19:06 — The Big Mall Comeback21:11 — Data Center REITs vs. AI 26:33 — Data Center Stocks 28:44 — Are REITs a Defensive Play?32:38 — Index vs. Stock PickingThis 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 #REITS #AI
Will Ozempic and Other GLP-1s Continue to Drive Pharma M&A? WSJ Podcasts 2026-09-15 | WSJ's Take On the Week hosts Miriam Gottfried and Telis Demos are joined by WSJ’s Heard on the Street columnist David Wainer to discuss how GLP-1s are contributing to the growth of large pharma companies.
Will AI Help Create More Breakthroughs in Healthcare? WSJ Podcasts 2026-09-14 | WSJ's Take On the Week hosts Miriam Gottfried and Telis Demos are joined by WSJ’s Heard on the Street columnist David Wainer to discuss how AI may impact breakthroughs in pharma and biotech.
A Breakthrough Cancer Vaccine Fueled a Biotech Rally. Can It Last? | WSJ’s Take On the Week WSJ Podcasts 2026-09-13 | Despite a rough past week for the healthcare sector, pharmaceuticals and biotech stocks have outperformed the S&P 500 this year. Investors have gotten excited over cancer treatment breakthroughs for Moderna, Merck and Revolution Medicines—plus regulatory shakeups at the FDA. But is market hype running ahead of reality? Can the rally last?On this week’s episode, co-hosts Telis Demos and Miriam Gottfried are joined by WSJ’s Heard on the Street columnist David Wainer to discuss how AI and competition from China are shifting the market, where pharma M&A is headed next, and how everyday investors should navigate the sector.Chapters:02:34 - Trump, RFK Jr., and Policy04:14 - Pharma vs. Biotech, Explained05:30 - The AI Rotation Into Healthcare06:10 - Moderna, Revolution Medicines, and Cancer Breakthroughs11:24 - The Pharma M&A Playbook13:41 - Can AI Speed Up Drug Discovery?15:25 - Is Healthcare a Defensive Trade?18:08 - GLP-1 Wars: Eli Lilly vs. Novo Nordisk20:36 - Index or Stock Picking?22:15 - Is China a Threat to U.S. BioTech? 24:24 - A DeepSeek Moment for Pharma?26:13 - uniQure and the FDA 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 #Biotech #Pharma
Why This Billionaire Was Fired at Goldman Sachs WSJ Podcasts 2026-09-05 | Fernando De Leon turned $100,000 into a billion by betting on some pretty boring businesses.He got his start as a real-estate investor in his 20s. After a prescient bet during the global financial crisis, De Leon expanded to ventures many investors may consider unglamorous, such as dental, veterinary offices and insurance. The wagers have paid off. Here’s what he shared about what it took to build his multibillion-dollar empire, Leon Capital Group.#Money #Business #WSJ
How This Founder Connects Through FaceTime WSJ Podcasts 2026-09-04 | David Grutman, the founder of Groot Hospitality, is constantly hunting for opportunities to forge relationships—and collaborations—among people he meets. The approach has helped him expand from hot spots like the Miami club LIV to media, including producing an upcoming Netflix series starring Alix Earle, and a growing portfolio of venture bets. Kim Kardashian, whom he met on the Miami nightlife scene around two decades ago, wrote the foreword to his book, “Take It Personal.” He says he chats with more than 200 people a day and shared what he’s learned about building businesses along the way with us in The WSJ Money Interview.#Business #Money #WSJ
Why This Billionaires Relationships Changed After His Wealth WSJ Podcasts 2026-09-03 | Billionaire entrepreneur Baiju Bhatt shares how he manages to balance his ambitious business ventures with being a father.The co-founder of Robinhood reveals the grueling series of “nos” he got while building Robinhood, what he bought to celebrate its IPO, and why his next big bet is on space.#Robinhood #Business #WSJ
Why Private Equity Firms Are Struggling to Exit Their Investments WSJ Podcasts 2026-09-01 | WSJ's Take On the Week host Miriam Gottfried and guest host Aaron Back are joined by Dan Rasmussen, founder and portfolio manager at Verdad Advisers, to break down how private equity portfolios are faring amid the small-cap rally.
How AI is Driving Small-Company Stocks WSJ Podcasts 2026-08-31 | WSJ's Take On the Week host Miriam Gottfried and guest host Aaron Back are joined by Dan Rasmussen, founder and portfolio manager at Verdad Advisers, to break down how “AI Mania” has driven this year’s small-cap rally.
How AI Speculation Is Fueling the Small-Cap Stock Rally | WSJ’s Take On the Week WSJ Podcasts 2026-08-30 | 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 Fed03:31 - Nvidia's blowout earnings05:14 - Circular financing and AI demand questions07:20 - Broadcom earnings look-ahead08:18 - Dan Rasmussen Interview09:34 - Small Cap History12:27 - The two small-cap markets: quality vs. junk14:55 - Biotech's comeback16:39 - Credit spreads and where we are in the cycle21:24 - Private equity's exit logjam23:24 - Russell 2000 vs. S&P SmallCap 60025:01 - S&P 500 vs. total market index funds27:50 - 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
Why Being an Entrepreneur Is a Constant Pit in Your Stomach WSJ Podcasts 2026-08-28 | Real-estate mogul Fernando De Leon opens up about the struggles of entrepreneurship.The billionaire founder of Leon Capital Group talks about investments in unglamorous businesses, career-defining bets during the financial crisis, and why he still sometimes balks at his dry-cleaning bill.#RealEstate #Billionaire #WSJ
Wall Street Pro Bill Perkins Advice to Rookie Traders WSJ Podcasts 2026-08-27 | Bill Perkins, the founder of Skylar Capital Management, wagers in the notoriously boom-or-bust energy markets, while working on two startups, SkyFi and SynMax. But there’s nothing he seems quite as dedicated to as enjoying his life, and fortune. In his early days, the hedge-fund manager drove a limo for extra cash. He told us about the “rocket ships” that catapulted his career.#Finance #Money #WSJ
Why This Tech Billionaire Wants to Pay More Taxes WSJ Podcasts 2026-08-26 | Tech billionaire Vinod Khosla thinks people like him should pay higher capital gains taxes. The Khosla Ventures founder dives into everything from his OpenAI investment to how he thinks about taking risks.#Tech #Taxes #WSJ
What to Look for in Kevin Warsh’s Jackson Hole Speech WSJ Podcasts 2026-08-25 | WSJ's Take On the Week hosts Miriam Gottfried and Telis Demos are joined by WSJ Chief Economic Correspondent Nick Timiraos, and Columbia Business School Professor Frederic Mishkin to discuss Kevin Warsh’s first Jackson Hole speech as chairman of the Federal Reserve.
Is Kevin Warsh Taking the Fed Back to the ’90s? WSJ Podcasts 2026-08-24 | WSJ's Take On the Week hosts Miriam Gottfried and Telis Demos are joined by WSJ Chief Economic Correspondent Nick Timiraos, and Columbia Business School Professor Frederic Mishkin to discuss Kevin Warsh’s plan for the Federal Reserve.
Why This Billionaire Cuts Checks for His Friends WSJ Podcasts 2026-08-24 | Billionaire entrepreneur Baiju Bhatt shares how he dishes out $100,00 checks to his friends when they ask him to fund their business ventures.The co-founder of Robinhood reveals the grueling series of “nos” he got while building Robinhood, what he bought to celebrate its IPO, and why his next big bet is on space.#Robinhood #Investing #WSJ
How to Pass Down Wealth to Your Kids WSJ Podcasts 2026-08-23 | Bill Perkins, energy trader and hedge-fund manager, says you should give your children money before you die, so that it has the maximum impact on their lives. WSJ’s Gunjan Banerji sits down with Perkins for a candid conversation about how he made it.#Finance #Money #WSJ
What Fed Chair Kevin Warsh’s Jackson Hole Debut Means for Nervous Markets | WSJ’s Take On the Week WSJ Podcasts 2026-08-23 | In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos preview the upcoming Jackson Hole Economic Policy Symposium—one of the longest-standing central banking conferences in the world. They are joined by Columbia Business School professor and former Federal Reserve Governor Frederic Mishkin, as well as the Journal’s Chief Economics Correspondent Nick Timiraos, to break down Fed Chair Kevin Warsh’s major move away from explicit forward guidance.Together, they discuss why Wall Street is reacting with a "mini inflation scare" and rising long-bond yields, whether Warsh’s less-is-more communication strategy could undermine Fed credibility, and how his approach compares to Alan Greenspan’s legendary tenure. Plus, they examine what central bankers and investors need to watch for as Warsh prepares for his high-stakes speech in Wyoming.Chapters:00:35 – Welcome and why Jackson Hole matters03:35 – How Warsh communicates differently from Yellen and Powell06:00 – Transparency and the reaction function08:28 – The Greenspan era and why institutions matter09:44 – Warsh's task forces and Trump criticism13:59 – The Fed vs. Inflation15:34 – Greenspan, the 1997 target debate20:53 – Flexible inflation targeting 23:40 – What to expect from Warsh's Jackson Hole speech26:40 – The AI productivity debate29:24 – Long-term bonds, the balance sheet, and Warsh’s first test31:00 – Is Warsh the right chair for this era?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 #Federal Reserve #Kevin Warsh
How Poppi Co-Founder Told Her Kids They Were Rich WSJ Podcasts 2026-08-22 | Poppi co-founder Allison Ellsworth and her husband became centimillionaires when they helped sell the company for $1.95 billion to PepsiCo last year. Here's how she talks to her kids about money.Ellsworth opens up about how she and her husband manage their wealth, the post-exit blues and her $1 million family vacation to Europe.#Poppi #Business #WSJ
Why This Billionaire Talks Shop With His Kids at the Dinner Table WSJ Podcasts 2026-08-21 | Real-estate mogul Fernando De Leon talks shop with his kids at the dinner table.The billionaire founder of Leon Capital Group talks about investments in unglamorous businesses, career-defining bets during the financial crisis, and why he still sometimes balks at his dry-cleaning bill.#Money #Business #WSJ
OpenAI Investor: People Who Adopt AI Will Clobber People Who Dont WSJ Podcasts 2026-08-20 | Tech billionaire Vinod Khosla thinks people and countries who don't adopt AI will fall behind.Khosla Ventures founder dives into everything from his OpenAI investment to how he thinks about taking risks.#OpenAI #Investing #WSJ
Robinhood Founder: Losing a Billion in Shares Was More of a Pride Hit WSJ Podcasts 2026-08-19 | Billionaire entrepreneur Baiju Bhatt recounts his experience losing out on a billion dollars due to the value of his shares rapidly decreasing. The co-founder of Robinhood reveals the grueling series of “nos” he got while building Robinhood, what he bought to celebrate its IPO, and why his next big bet is on space.#Robinhood #Investing #WSJ
Should Your Emergency Fund Be in I Bonds? WSJ Podcasts 2026-08-18 | WSJ's Take On the Week hosts Miriam Gottfried and Telis Demos are joined by Jill Cetina, finance professor at Texas A&M University and former official at the Federal Reserve Bank of Dallas and the Treasury Department.
What Happens to Bonds When Inflation Runs Hot? WSJ Podcasts 2026-08-17 | WSJ's Take On the Week hosts Miriam Gottfried and Telis Demos are joined by Jill Cetina, finance professor at Texas A&M University and former official at the Federal Reserve Bank of Dallas and the Treasury Department.
How to Make Inflation Work for Your Portfolio | WSJ’s Take On the Week WSJ Podcasts 2026-08-16 | In this week's episode of WSJ’s Take On the Week, we dig into Treasury Inflation Protected Securities, or TIPS! Our co-hosts Miriam Gottfried and Telis Demos are joined by Jill Cetina, finance professor at Texas A&M University and former official at the Federal Reserve Bank of Dallas and the Treasury Department. Together, they analyze the latest inflation data and what it could mean for TIPS if Federal Reserve Chair Kevin Warsh changes the CPI calculation. Later, Cetina explains why shorter-duration TIPS ladders and I bonds offer better risk protection than long-dated bonds, and why heavy Treasury bill issuance threatens market stability.Chapters:00:00 Why real returns matter?01:20 Meet Jill Cetina, Texas A&M professor 02:30 Breaking down the latest 3.4% CPI print03:38 What supercore CPI tells us about wages04:53 Why financial conditions are still easy09:36 AI, housing and the doves' argument11:15 TIPS explained16:38 Could CPI methodology change? And its impact21:57 Short ladders versus 30-year TIPS27:33 I bonds and your emergency buffer30:10 Why the Federal Reserve may need to say "you've had enough" 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 #TAG #TAG
Why This OpenAI Investor Isn’t Worried About Its $800B Valuation | The WSJ Money Interview WSJ Podcasts 2026-08-12 | Tech billionaire Vinod Khosla's appetite for risk dates back to 1976, when he first came to the U.S. from India, knowing no one but driven by his ambition to start his own company. He breaks down how he applies risk to his own life—and his investing.Watch the full episode here: on.wsj.com/4i3EJ78 Chapters:0:00 Paying more taxes0:43 How you approach risk1:51 Realizing you’ve made more money than your dad3:10 Focusing on convexity3:45 Is OpenAI overvalued?4:39 Leaving Daisy and building new things5:13 Design thinking6:25 Building a habit of creating7:08 Leaving Sun Microsystems7:45 Advice to those who struggle with risk8:29 Tax philosophyThe WSJ Money InterviewWhat can some of the world’s most interesting tycoons teach us about money and success? WSJ’s Gunjan Banerji sits down with highfliers for a candid conversation about how they made it. Have an idea for a future episode? Or a topic you’d love our next guest to weigh in on? Write to the host at gunjan.banerji@wsj.com#Billionaire #Wealth #WSJ
Is AI Weakening the Labor Market? WSJ Podcasts 2026-08-11 | WSJ's Take On the Week hosts Miriam Gottfried and Telis Demos are joined by Wells Fargo chief equity strategist Ohsung Kwon to discuss how AI is impacting jobs.
Are We Moving Past a Consumer-Led Economy? WSJ Podcasts 2026-08-10 | WSJ's Take On the Week hosts Miriam Gottfried and Telis Demos are joined by Wells Fargo chief equity strategist Ohsung Kwon to discuss AI spending and economic growth.
How AI Spending Is Fueling the Economy Overall | WSJs Take On the Week WSJ Podcasts 2026-08-09 | In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos dig into the shifting sentiment away from AI stocks and the pivot into consumer sectors. Are we heading into a new business-led economy, or will it continue to be a consumer-led economy? Before that, the hosts analyze the fallout from SpaceX earnings report and break down the evolving appetite for potential future IPOs for companies like OpenAI or Anthropic. They also set the stage for earnings reports coming out later this month from companies like Home Depot, Target and Lowe’s. Plus, Wells Fargo’s Chief Equity Strategist Ohsung Kwon joins the show to break down the massive, overlooked impact of tariff refunds on consumer staples earnings. He also explains why the cycle of capital expenditures in AI is acting as a vital engine for the broader U.S. economy, and why AI job replacement fears may be significantly overstated.Chapters:00:00 - Introduction & SpaceX Earnings06:23 - Shifting Market Focus & Consumer Sector Outlook08:39 - Guest Interview: Tariff Refunds & The Economy14:54 - AI Market Rebalancing & Hyperscaler Monetization21:06 - Situational Awareness & The 1999 Bubble 26:23 - AI’s Real Impact on the Labor Market31:38 - The Federal Reserve & Future Earnings RiskThis 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 #AI #consumerspending
Can You Use the Live Auction App Whatnot to Find Bargains? WSJ Podcasts 2026-08-07 | Seven-year-old Whatnot is gaining popularity among people drawn to its high-energy live auction sales on everything from fashion to trading cards. WSJ retail reporter Hanna Krueger explains.
Have We Reached Peak Influence of the Strait of Hormuz? WSJ Podcasts 2026-08-04 | WSJ's Take On the Week hosts Miriam Gottfried and Telis Demos are joined by Roukaya Ibrahim, chief commodity strategist at BCA Research, to discuss the movement of oil through the Strait of Hormuz—and whether the strait's influence has reached its peak.
Are We Reaching a Critical Breaking Point for Oil? WSJ Podcasts 2026-08-03 | WSJ's Telis Demos and David Uberti are joined by Roukaya Ibrahim, chief commodity strategist at BCA Research, to discuss when the rubber meets the road for the oil market.
Why Oil Prices Could Hit a Breaking Point by Year End | WSJ’s Take On the Week WSJ Podcasts 2026-08-02 | In this episode of WSJ’s Take On the Week, co-host Telis Demos is joined by guest co-host and Wall Street Journal reporter David Uberti to break down the Federal Reserve’s latest moves, and what oil’s volatile pricing—exacerbated by the U.S.-Iran conflict—might mean for inflation and the Fed going forward. Then, BCA Research’s chief commodities strategist Roukaya Ibrahim joins the show to break down what’s behind oil’s volatile pricing. They discuss what current geopolitical tensions mean for oil and whether recent inventory data suggests a looming supply crunch. Plus, Ibrahim explains why the traditional link between gold and inflation has fractured, and how oil price shocks may impact the Fed.Chapters:0:00 — Cold open: oil shocks0:45 — Intro: oil, inflation, and the week ahead1:42 — The Fed holds, but Warsh shakes markets3:09 — CapEx, bond supply, and long-term rates5:32 — Crude's wild swings and the Middle East7:03 — The crack spread: gas and diesel stay high8:06 — Roukaya Ibrahim: why oil can trade below $1009:38 — Strait of Hormuz and new pipeline routes11:23 — Inventories and where the rubber meets the road16:02 — Supply: U.S. producers, OPEC, and the UAE exit19:21 — Demand shift: electrification and consuming nations21:38 — Why gasoline and diesel stayed elevated24:31 — Russia, Ukraine attacks, and refined products25:37 — Longer-term crack spread outlook27:17 — Headline vs. core inflation29:42 — Gold, real rates, and the dollar33:44 — Core CPI explainedThis 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 #OIL #INFLATION
How Much Are Public Markets Exposed to Private Markets? WSJ Podcasts 2026-07-28 | WSJ's Take On the Week host Telis Demos is joined by Spencer Jakab and Kaitlin Hendrix, asset allocation research director at global investment firm Dimensional Fund Advisors, to decode investors, surging interest in private markets.
What Percentage of Portfolios Are Invested in Private Companies? WSJ Podcasts 2026-07-27 | WSJ's Take On the Week host Telis Demos is joined by Spencer Jakab and Kaitlin Hendrix, asset allocation research director at global investment firm Dimensional Fund Advisors, to decode investors, surging interest in private markets.
The Buried $150B Bet Inside the Top 20 U.S. Stocks | WSJ’s Take On the Week WSJ Podcasts 2026-07-26 | In this week's episode of WSJ’s Take On the Week, host Telis Demos and guest host Spencer Jakab, the Wall Street Journal’s investing columnist and writer of the Markets A.M. newsletter, are joined by Kaitlin Hendrix, asset allocation research director at global investment firm Dimensional Fund Advisors, to decode investors' surging interest in private markets. They break down how investors may already have exposure in their investment portfolios to private companies like Anthropic, Stripe and Flipkart, through holdings in companies like Alphabet's Google, Amazon and Nvidia. Hendrix explains why your public index fund might already provide the diversification you’re looking for, without the high fees. Plus, Jakab explains the way that big tech’s private company investments are boosting earnings to near-unprecedented levels.Chapters:00:00 - Why investors want access to private markets02:20 - The case for private market exposure03:00 - How public companies invest in private markets04:20 - Corporate venture capital and subsidiaries05:30 - The cost of private market access08:50 - Diversification: International vs. Private13:50 - Private investments and public earnings16:30 - Valuing paper gains20:20 - Surveying private market returns25:30 - Manager dispersion and persistence27:30 - Measuring returns: IRR vs. TVPI30:30 - Volatility launderingThis 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 #SP500 #PrivateEquity
What Happened at IBM? WSJ Podcasts 2026-07-23 | WSJ’s What’s News PM host Alex Ossola is joined by WSJ reporter Anissa Gardizy to discuss IBM’s second-quarter results
How This $150B+ Wall Street Strategy Could Lower Your Taxes | WSJ’s Take On the Week WSJ Podcasts 2026-07-19 | In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos are joined by Brent Sullivan, founder of Tax Alpha Insider, to dive into a hot, over $150 billion investing strategy called “tax-aware long-short.” This strategy aims to help wealthy investors beat the market while lowering their tax bill by using leverage and short selling to actively harvest losses. Sullivan breaks down how this compares to other forms of tax-loss harvesting and whether the strategy is worth the risk (and cost) for the average investor. He also explains other ways investors can implement tax-aware investing in their own portfolios.Chapters:02:00 - What is Tax-Aware Investing?03:22 - Defining Tax-Aware Long-Short Investing07:38 - Growth to $150+ Billion Assets Under Management11:34 - Effects of the Bull Market13:29 - Origins of Leverage: The Explosion of Margin Lending14:40 - Costs of Tax-Aware Long-Short16:37 - Is Tax-Aware Long-Short Worth It?18:31 - Income vs. Wealth: Who Should Use These Strategies? 29:24 - Is this Strategy for Individual investors?32:10 - Tax Strategies for EveryoneThis 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 #TaxAwareInvesting #TaxAlpha
Why Prenups Are Changing to Protect Stay-at-Home Parents #wsj #podcast #divorce WSJ Podcasts 2026-07-16 | WSJ What’s News host Alex Ossola talks to WSJ legal affairs reporter Erin Mulvaney about the trigger clause more couples want in their prenups
Companies Are Slashing Prices to Cater to the K-Shaped Economy WSJ Podcasts 2026-07-14 | WSJ's Take On the Week hosts Miriam Gottfried and Telis Demos are joined by Christine Short, head of research at Wall Street Horizon, a TMX company, to talk about how companies are adapting to the K-shaped economy
Why Does the Market Look So Cheap? WSJ Podcasts 2026-07-13 | WSJ's Take On the Week hosts Miriam Gottfried and Telis Demos are joined by Christine Short, head of research at Wall Street Horizon, a TMX company, to talk about this season’s exuberant earnings expectations and what that means for the market.
Are Corporate Earnings in a Bubble? This Quarter Is a Test | WSJ’s Take On the Week WSJ Podcasts 2026-07-12 | In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos preview earnings from Taiwan’s flagship chip maker, TSMC. They also break down why this coming week’s earnings from Johnson & Johnson, UnitedHealth Group and Abbott Laboratories won’t do much to save healthcare from its negative earnings growth expectations. Then, Miriam and Telis are joined by Christine Short, head of research at Wall Street Horizon, which is part of the financial-services company TMX Group, to decode why analysts’ corporate earnings expectations are reaching exuberant highs. They ask: How are companies achieving such strong results without massive revenue growth, and are those gains sustainable?Plus, Short explains how the AI buildout is reshaping corporate efficiency. They also discuss how companies like BJ’s Wholesale, FedEx and Nike are managing tariff refunds and what that has meant for consumers. They talk about what to expect from this week’s bank earnings, with JPMorgan, Goldman Sachs, Bank of America and others slated to report. Then the hosts examine the broader market’s health and what the Late Earnings Report Index, or LERI, which tracks when companies report later than expected, might be signaling about future volatility.Chapters:0:20 - Why This Earnings Season Matters1:57 - TSMC and the Semiconductor Trade7:44 - Healthcare’s Earnings-Growth Decline10:42 - Interview: How High Are Earnings Expectations?12:30 - Why Analysts Are Ratcheting Up Estimates13:15 - AI-Driven Efficiency and Operational Resilience18:10 - Market Valuation: Are Stocks Actually Cheap?19:58 - Forward Earnings Outlook Through 203020:58 - Historical Comparison: Earnings Growth Runs22:01 - Consumer Companies and the K-Shaped Economy27:27 - Bank Earnings Preview: Headwinds and Tailwinds31:48 - The LERI: Are CEOs Confident or Nervous?34:47 - Are We in an Earnings Bubble?This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, 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 #Earnings #Semiconductors
Why Airlines Aren’t Cutting Prices WSJ Podcasts 2026-07-07 | WSJ’s What’s News PM host Alex Ossola is joined by WSJ airlines reporter Alison Sider to discuss why airlines aren’t cutting fares after the drop in jet-fuel prices.
Robinhood Co-Founder Opens Up About Losing $1B in Months | The WSJ Money Interview WSJ Podcasts 2026-07-01 | Baiju Bhatt, the billionaire co-founder of Robinhood, shares his grueling journey to build the financial app Robinhood. In 2024, he stepped away from the company to start a new one from scratch. He decided to pursue a childhood dream and launch Cowboy Space Corp., which is building data centers to operate from space. Here’s Bhatt, in his own words, from our interview in San Carlos, Calif. Subscribers get access to full-length episodes of The WSJ Money Interview, plus the chance to have their questions answered by our millionaire guest. Watch the full episode here: on.wsj.com/442Aelh Chapters:0:00 Losses at Robinhood0:31 Bhatt’s background1:01 Bhatt’s failed companies before Robinhood1:58 Origins of Robinhood and raising money3:50 Handling “no,” repositioning and testing 7:04 Missteps during Robinhood’s rapid growth8:02 How Covid changed everything9:32 What you bought after Robinhood IPO11:16 Leaving Robinhood to pursue space venture The WSJ Money InterviewWhat can some of the world’s most interesting tycoons teach us about money and success? WSJ’s Gunjan Banerji sits down with highfliers for a candid conversation about how they made it. Have an idea for a future episode? Or a topic you’d love our next guest to weigh in on? Write to the host at gunjan.banerji@wsj.com#Robinhood #Business #WSJ
Why Investors Want to Bet on Old Books WSJ Podcasts 2026-07-01 | WSJ’s What’s News PM host Alex Ossola is joined by Melissa Korn, deputy bureau chief for The Wall Street Journal’s media team, to discuss a new $100 million venture to buy the rights to major authors’ old books.
Supreme Court Rejects Push to Curtail Birthright Citizenship WSJ Podcasts 2026-07-01 | WSJ’s What’s News PM host Alex Ossola is joined by WSJ legal affairs reporter Lydia Wheeler to discuss why the Supreme Court upheld birthright citizenship.
Do Oura and Whoop Benefit From AI? WSJ Podcasts 2026-06-30 | WSJ's Take On the Week hosts Miriam Gottfried and Telis Demos are joined by Health Tech Analyst and Adviser Stephanie Davis, to discuss the state of healthcare consumer tech IPOs.
Should Companies Like Oura Sell Instead of IPO? WSJ Podcasts 2026-06-29 | WSJ's Take On the Week hosts Miriam Gottfried and Telis Demos are joined by Health Tech Analyst and Adviser Stephanie Davis, to discuss the state of healthcare consumer tech IPOs.
