62 Episodes

  1. US Stocks Face Epic Division! UBS July 14 Tactical Analysis

    Published: 7/15/2025
  2. Lao Pu Gold's 500% Online Sales Surge: Citi's July Report Triggers "Catalyst Watch" - Heritage Gold Bubble or Value?

    Published: 7/14/2025
  3. Bilibili's Long-Form Video Bet vs. Short-Video Dominance: Citi's July 2025 Research Unveils Four Growth Engines

    Published: 7/14/2025
  4. WSJ July 14 Review: US Slaps 30% Tariffs on EU & Mexico, Musk Bets $2B on AI Empire

    Published: 7/14/2025
  5. J.P. Morgan July 11th Foreign Exchange Strategy: USD's 10% Plunge Just the Start, Tariff Risks Severely Underpriced

    Published: 7/13/2025
  6. UBS July 10th In-Depth Analysis: JD's $1.4B Food Delivery Bet Triggers 61% Profit Plunge

    Published: 7/13/2025
  7. Wall Street Journal July 12-13 Weekend Edition: NVIDIA Hits $4T, Copper Surge Reveals Global Shifts

    Published: 7/13/2025
  8. Global Stock Market Reversal! BofA Securities July Report: End of US Stock Dominance, Return of Value Investing

    Published: 7/12/2025
  9. Broadcom's AI Inference Surge Exceeds Expectations: JPMorgan's July Report Reveals Growth Drivers Behind $325 Target

    Published: 7/12/2025
  10. Hardware Spend Growth Plunges to 1.5%: Morgan Stanley's July CIO Survey Reveals IT Investment "Brake" Reality

    Published: 7/12/2025
  11. Is China's Auto Price War Coming to an End? Goldman Sachs July 2025 Research: Six Major Automakers Reveal H2 Market Outlook

    Published: 7/11/2025
  12. IT Budget Growth Hits the Brakes! Morgan Stanley July 2025 CIO Survey: Enterprise Tech Spending at Inflection Point

    Published: 7/11/2025
  13. Wall Street Journal July 11 Review, US Stocks Hit New Highs! Private Equity's $300K Salary War Shakes Banking Industry

    Published: 7/11/2025
  14. WSJ July 10th Deep Analysis, NVIDIA $4 Trillion Breakthrough

    Published: 7/10/2025
  15. Apple Executive Shakeup! Morgan Stanley July 9th Report: $235 Target Deep Dive

    Published: 7/10/2025
  16. Global Economic Shockwave Alert! UBS July 7th Latest Report: Nine Core Issues Comprehensive Analysis

    Published: 7/10/2025
  17. BofA Raises Xiaomi Target Price to HK$69: EV Business Drives New Growth, Financial Strength Highlights Investment Value

    Published: 7/9/2025
  18. Goldman Sachs Report: Global E-commerce to Hit $6.4 Trillion by 2030 - India, LatAm, ASEAN Emerge as New Growth Engines

    Published: 7/9/2025
  19. the Wall Street Journal July 9 Full Review: US 50% Copper Tariffs Ignite Markets, Trump's Russia Policy Pivots Hard

    Published: 7/9/2025
  20. WSJ July 8 Review: Global Markets & Policy Outlook - Trade War Resurgent, Energy Landscape Reshaping

    Published: 7/8/2025

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Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers. The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor. Perfect for your commute, coffee break, or pre-market scan.