Neal Freiman

speaker

14,692 appearances 180 recordings 1 series first heard Nov 2024 last heard 11 Jun

Neal Freiman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 42 in all, peaking in Feb 2026 with 9.

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Morning Brew Daily · S&P 500’s Worst Day of the Year & GLP-1s Are Costing Retailers in Returns · 8 Jun 2026 podcast

Toby, don't know about you.

I'm excited to just sit for a while.

But did you have fun, Neil?

I did have a lot of fun.

I barely trust people, so new tech I can sometimes be a bit iffy on.

This label tells you where AI is being used, what data it's accessing, how it's governed, and how it's monitored.

For finance teams dealing with sensitive payroll and financial data, that transparency matters.

Like me waking up the final morning of Toby's bachelor party, the stock market partied too hard and is paying for it.

Stocks suffered their worst day of the year on Friday to halt a historic winning streak due to a surprisingly strong jobs report and more worries over an AI bubble that might pop.

First, the numbers, the S&P 500, which was trying to complete a 10-week winning streak, tumbled 2.6% to cap off its worst weekly performance in over a year.

The NASDAQ, which focuses on tech companies, dropped 4.2%, its worst day since Liberation Day tariff announcements last April.

Tech really was the main culprit for the sell-off.

The nine tech companies worth at least $1 trillion averaged a loss of 5.3% on Friday, evaporating $1.1 trillion in market value.

So what matadors tamed this bull market?

One is increasing jitters that companies' AI investments won't translate to meaningful revenue, a warning sign sparked by the chipmaker Broadcom's tame earnings earlier in the week.

But a bigger catalyst was the jobs report that dropped Friday morning, a great report that showed the U.S.

economy adding 172,000 jobs in May, more than double projections.

But it was one of those unusual cases of good news means bad news, because a hot job market means the Fed is unlikely to cut interest rates anytime soon, and in fact, may hike rates by the end of the year.

Toby, glad we weren't checking our portfolio on Friday.

Right.

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