The format is simple: the two spend three minutes talking about each topic; a bell sounds when time is up, whereupon they move to the next subject.
You can listen to this week’s episode on Spotify here: https://open.spotify.com/episode/211QtK5KxtAqRGMjqTOIAu
The episode starts with: thoughts on another action-packed week on Wall Street, where U.S. stocks posted their first weekly decline in a month amid renewed trade tension between the U.S. and China (01:40-04:40).
Next up: the duo weighs in on the Federal Reserve’s announcement and whether the turmoil in last week’s money markets was a one-off event or the start of something more worrying (04:40-08:30).
Finally, they address volatility in markets last week, where prices enjoyed their greatest weekly gain in months after the recent attack on facilities knocked out more than half of the Kingdom’s output (08:30-12:45).
Turning attention to the week ahead, Jesse and Clement provide thoughts on how markets are likely to perform in the coming days and whether we’re setting up for more record highs or a pullback (12:45-15:40).
The two also focus on what to expect from this week’s busy slate of Federal Reserve speakers and economic data and how it can impact expectations for further easing in the coming months (15:40-20:20).
Finally, the pair touch on the upheaval in the streaming space, where stocks like Netflix (NASDAQ:) and Roku (NASDAQ:) have both suffered steep declines this month. The question is: what names are likely to come out on top when the streaming wars are all set and done (20:20-23:50).
To close out the episode, each analyst provides their stock of the week: KB Home (NYSE:) for Jesse (23:50-25:30) and Nike (NYSE:) for Clement (25:30-27:00).
Disclaimer: At the time of writing, neither Jesse nor Clement own shares in any of the companies mentioned. The views discussed in the podcast are solely the opinion of the hosts and should not be taken as investment advice.