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 topic.
You can listen to this week's episode on Spotify here: https://open.spotify.com/episode/616D7nowi4BIh9A1lVBM7N
The episode starts with: thoughts on another gripping week on Wall Street, where U.S. stocks enjoyed their third straight weekly gain amid easing trade tension between the U.S. and China (01:30-05:30).
Next up: the analysts weigh in on the European Central Bank’s decision last week to restart quantitative easing (QE) and cut its deposit rate deeper into negative territory in a bid to revive the euro zone’s faltering economy (05:30-10:05).
Finally, the pair address the troubles facing the potential WeWork IPO, which saw its valuation cut to as low as $10 billion from $47 billion due to softer than expected demand (10:05-14:40).
Turning their attention to the week ahead, the duo provides thoughts on how markets are likely to perform in the coming days and whether we’re setting up for more record highs on Wall Street (14:40-18:45).
They also share what to expect from the Federal Reserve’s policy meeting, which kicks off on Tuesday, with a 25 basis point rate cut likely to be announced on Wednesday (18:45-23:30).
Finally, focus turns to the crude oil market, where prices are expected to spike after an attack on Saudi oil facilities over the weekend knocked out more than half of the Kingdom’s oil output (23:30-28:40).
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.
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