WSJ's Take On the Week

Why the Fed’s Balance Sheet Matters as Much as Its Interest-Rate Decision

07 Dec 2025

Contributed by Lukas

In this week’s episode of WSJ’s Take On the Week, co-host Telis Demos is joined by WSJ markets reporter Hannah Erin Lang to discuss the return of ...

Is It Time to Diversify Away From U.S. Stocks Into Global Markets?

23 Nov 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, co-host Telis Demos and guest host Hannah Erin Lang discuss the volatility of the AI trade and how...

How Trillions in New AI Debt Will Test the Bond Market

16 Nov 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss the lingering economic impact of the U.S. governme...

Amazon and Netflix Are Winning: Can Old-School Media Compete?

09 Nov 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, co-host Telis Demos and guest host Miriam Gottfried discuss the Supreme Court case challenging Pre...

How One Investor Is Profiting From Consumers’ Love of Travel

02 Nov 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, guest host Miriam Gottfried speaks with Eric Resnick, CEO of private equity investment manager KSL...

Why This Analyst Says Robinhood Is More Than a Meme Stock

26 Oct 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss market speculation, from the recent sputtering in ...

Why This Legendary Investor Says We're in a Stock Market Bubble

19 Oct 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dig into the latest big bank earnings and what they signal...

If Trouble Is Brewing for Banks, Here's Where to Spot It

12 Oct 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos is joined by Miriam Gottfried to tackle gold’s continued rally. They discus...

Trump Is Meddling With the Fed. Why Don’t Markets Care?

09 Oct 2025

Contributed by Lukas

In both economics and politics, there is a widespread view that central banks should be free of political pressure, with cautionary tales around the w...

Why This JPMorgan Analyst Says Now Is the Time to Buy Municipal Bonds

05 Oct 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos explore how the Federal Reserve’s independence, a govern...

Will AI Spending Pay Off? Or Are We in a Bubble?

02 Oct 2025

Contributed by Lukas

Artificial intelligence spending is hitting epic levels as Big Tech companies shell out for massive data centers to power new chatbots and other AI se...

Automakers Are Hitting the Brakes on EVs. Will That Help Their Stocks?

28 Sep 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos kick things off by talking about perpetual futures or “p...

Gold Is at Record High. Is It Still Time to Buy

25 Sep 2025

Contributed by Lukas

Gold prices are up more than 40% this year, on track for their best year since 1979—when a global energy crisis fueled an inflationary shock that th...

Billionaire Investor Cliff Asness on Managing Market Risk and 'Buffer' ETFs

21 Sep 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk to billionaire investor Cliff Asness, the co-founder ...

The ‘Infinite Money Glitch’ Making the Trump Family Millions

18 Sep 2025

Contributed by Lukas

The Trump family’s latest venture—a so-called “crypto treasury” stock—could generate their biggest payday through the WLFI token from World ...

Introducing: Ticker Shock

17 Sep 2025

Contributed by Lukas

Listen in on conversations of The Wall Street Journal's sharpest financial minds. Featuring the Journal’s award-winning columnists and writers Alex ...

Who Really Pays for Tariffs? Citi’s Trade Lead on the Economic Impact

14 Sep 2025

Contributed by Lukas

Adoniro Cestari Neto, head of trade and working capital solutions at Citigroup, joins WSJ’s Take On the Week to talk about the economic impact of U....

Why This Economist Says Government Economic Surveys Can’t Be Replaced

07 Sep 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the bond market, the post-Labor Day volatility ...

Barclays Analyst on How Retail Stocks Are Managing Tariffs

24 Aug 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, co-host Gunjan Banerji and guest co-host Miriam Gottfried dive into the big questions around the A...

Does the Weak Housing Market Signal a Coming Recession?

17 Aug 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dissect the latest consumer price index data and how its r...

Are Stablecoins the Future of Payments? Mizuho Analyst Shares Insights

10 Aug 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried analyze the implications of a weak jobs rep...

Is the Stock Market in a Speculative Bubble? T. Rowe Price CIO Weighs In

03 Aug 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dive into how, for the first time, brokerages have taken o...

How to Navigate an AI Bull Market, With Tech Investor Imran Khan

27 Jul 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, hosts Gunjan Banerji and Telis Demos start the show by digging into the meme-stock mania surroundi...

Chicago Fed President Austan Goolsbee on Tariffs, Inflation and AI | WSJ’s Take On the Week

19 Jul 2025

Contributed by Lukas

Chicago Fed President Austan Goolsbee joins WSJ’s Take On the Week to discuss the economy, inflation, tariffs and AI. Goolsbee shares the Federal Re...

Chicago Fed President Austan Goolsbee On Tariffs, Inflation and AI

19 Jul 2025

Contributed by Lukas

In this week's episode of WSJ’s Take On the Week, hosts Gunjan Banerji and Telis Demos are joined by Austan Goolsbee, president of the Federal Reser...

Morgan Stanley Exec on the IPO Market and Robinhood’s Tokenized Stocks

13 Jul 2025

Contributed by Lukas

Arnaud Blanchard, global head of equity capital markets at Morgan Stanley, joins WSJ’s Take On the Week to discuss how recent IPO deals from compani...

Morgan Stanley Exec on the IPO Market, Robinhood’s Tokenized Stocks and More

13 Jul 2025

Contributed by Lukas

After a couple years in a slump, the market for initial public offerings has been stronger this year. In this week's episode of WSJ’s Take On the...

Why This Fed President Is in No Rush to Cut Interest Rates

02 Jul 2025

Contributed by Lukas

Tom Barkin, president and CEO of the Richmond Federal Reserve, joins WSJ’s Take On the Week to discuss the future of monetary policy, the connection...

Why This Fed President Is in No Rush to Cut Interest Rates

02 Jul 2025

Contributed by Lukas

With mounting pressure from President Trump and investors to lower interest rates, all eyes are on the Federal Reserve’s upcoming decision later thi...

Barclays Analyst on What Investors Should Know About Trump’s Tax Bill

29 Jun 2025

Contributed by Lukas

Michael McLean, public policy senior analyst at Barclays, joins WSJ’s Take On the Week to unpack what some investors are paying attention to when it...

Barclays Analyst on What Investors Should Know About Trump’s Tax Bill

29 Jun 2025

Contributed by Lukas

In this episode of WSJ's Take On the Week, we jump straight into a topic on many minds: the GOP's One Big Beautiful Bill. Co-hosts Gunjan Banerji and ...

What 401(k) Investors Need to Know About Private Markets

22 Jun 2025

Contributed by Lukas

Holly Verdeyen, partner and U.S. defined contribution leader at Mercer, joins WSJ’s Take On the Week podcast to share why and how the addition of pr...

What 401(k) Investors Need to Know About Private Markets

22 Jun 2025

Contributed by Lukas

On this special episode of WSJ’s Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried explain why the private market has its eye...

How DEI and ESG Investing Has Changed Under Trump

18 Jun 2025

Contributed by Lukas

How have the recent pullbacks in corporate DEI and ESG commitments affected investors with a socially conscious approach to investing? Rachel Robascio...

How Has Investing in DEI and ESG Changed Under Trump?

18 Jun 2025

Contributed by Lukas

With companies like Target blaming DEI backlash for lower sales while competitors like Costco are seeing boosts in foot traffic, how can a company’s...

Is the Treasury Market Still Safe? Bank of America Strategist Weighs In

15 Jun 2025

Contributed by Lukas

Meghan Swiber, senior U.S. rates strategist at Bank of America's investment banking arm BofA Securities, joins WSJ’s Take On the Week podcast to sha...

Is Investing in Treasury Bonds Still Low Risk? Bank of America Strategist Weighs In

15 Jun 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by explaining how financial trading platform Robinhood’s stock m...

Moody’s Chief Economist on Politics, Inflation and Immigration

08 Jun 2025

Contributed by Lukas

Mark Zandi, chief economist of Moody’s Analytics, joins WSJ’s Take On the Week podcast to explain how recent politics is affecting the economy, re...

Moody’s Chief Economist on Recession Fears and How Politics Shapes the Economy

08 Jun 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by looking at why rare earth magnets remain at the center of trade...

JPMorgan Chief Strategist on Tariffs, Investing Abroad and More

01 Jun 2025

Contributed by Lukas

David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, joins WSJ’s Take On the Week podcast to explain the importance of global inve...

JPMorgan's David Kelly on Why Investors Should Turn to Global Markets

01 Jun 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by diving into the latest tariff updates. What does the ruling fro...

Morgan Stanley Strategist on Unlocking the Housing Market

18 May 2025

Contributed by Lukas

What will it take to unlock the housing market? Jim Egan, Morgan Stanley U.S. housing strategist, joins WSJ’s Take On the Week podcast to talk about...

What Weak Home Sales Mean for Investors

18 May 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried start the show off by diving into President Trump’s latest trade...

Why This Harvard Economist Is Worried About the U.S. Dollar

11 May 2025

Contributed by Lukas

Harvard economist Ken Rogoff joins WSJ’s Take On the Week Podcast to talk about why he thinks the purchasing power of the U.S. dollar is in decline,...

Why This Harvard Economist Is Worried About the U.S. Dollar

11 May 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the most recent Federal Reserve meeting and Chair Jerome Powell’s wa...

Kyla Scanlon on Navigating Financial Advice on Social Media

07 May 2025

Contributed by Lukas

Economic content creator Kyla Scanlon joins WSJ’s Take On the Week to share what investors should consider when using social media for financial adv...

Bonus: Kyla Scanlon on Navigating Financial Advice on Social Media

07 May 2025

Contributed by Lukas

In this special bonus episode of WSJ’s Take On the Week, co-host Telis Demos is joined by social-media content creator and economic commentator Kyla...

Goldman Vice Chairman and Former Fed Official Kaplan on Rate-Cut Dilemma

04 May 2025

Contributed by Lukas

Rob Kaplan, vice chairman at Goldman Sachs and former president of the Federal Reserve Bank of Dallas, joins WSJ’s Take On the Week to discuss the c...

Goldman Vice Chairman and Former Fed Official Kaplan on Rate-Cut Dilemma

04 May 2025

Contributed by Lukas

Will the Federal Reserve cut interest rates this year? How is Fed Chair Jerome Powell and central bankers thinking about recent volatility in financia...

Can Buffett Bets Like Coke, Food Brands Recession-Proof Your Portfolio?

27 Apr 2025

Contributed by Lukas

Markus Hansen, portfolio manager and senior research analyst of Vontobel Asset Management, joins WSJ's Take On the Week podcast to talk about whether ...

Can Buffett Bets Like Coke, Food Brands Recession-Proof Your Portfolio?

27 Apr 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos start the show by discussing the divergence between consumer sentiment and hard e...

Tariffs, Inflation and Market Uncertainty: What’s Next for the Consumer?

13 Apr 2025

Contributed by Lukas

Kris Kraus, a managing director and portfolio manager at investment firm Pimco, joins WSJ’s Take On the Week podcast to talk about indicators on con...

Consumer Spending Under Tariffs: Pimco Manager on What Investors Can Watch For

13 Apr 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the markets' reaction to the latest developments in President Trump’...

Bonus: Trump’s Tariff Backtrack Rocked Markets. What Do Investors Need to Know?

11 Apr 2025

Contributed by Lukas

In this special bonus episode of WSJ’s Take On the Week, we dive into the most pressing questions for investors about tariffs and markets following ...

How Trump’s Tariffs Will Affect Corporate Earnings

05 Apr 2025

Contributed by Lukas

Christine Short, head of research of TMX Group's Wall Street Horizon, joins WSJ’s Take On the Week podcast to share what to look out for this earnin...

What to Watch For This Earnings Season As Trump’s Tariffs Come Into Play

05 Apr 2025

Contributed by Lukas

EARLY DROP!!! We know tariffs and markets are on your mind so we're dropping this episode ahead of time to give you even more time to plot out how to ...

Recession vs. Stagflation and Jobs. Economist Weighs in on What’s Next

30 Mar 2025

Contributed by Lukas

Aditya Bhave, a Bank of America senior U.S. economist, discusses with co-hosts Telis Demos and Miriam Gottfried what we can expect from the forthcomin...

Recession vs. Stagflation and Jobs. Economist Weighs in on What’s Next

30 Mar 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried dive into the impending 25 percent tariffs that are set to be plac...

This Alternative Investor’s Take on How Trump Policies Weigh on Businesses

23 Mar 2025

Contributed by Lukas

Michael Smith, co-head of credit at Ares Management, talks to co-host Telis Demos and guest co-host Miriam Gottfried on the economic outlook for middl...

This Alternative Investor’s Take on How Trump Policies Weigh on Businesses

23 Mar 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried dive into a smorgasbord of forthcoming macroeconomic data that wil...

Where to Invest Ahead of the Fed’s Interest Rate Decision and Trump Trade War

16 Mar 2025

Contributed by Lukas

WSJ’s Take On the Week co-host Telis Demos talks with interest rate strategist Ed Al-Hussainy about what to expect from the upcoming Federal Reserve...

What Uncertainty From Trump’s Tariffs Means for the Fed, Interest Rates

16 Mar 2025

Contributed by Lukas

The Federal Reserve is often a key player in the markets. Now with investors uncertain about the economic outlook and the general policy volatility of...

Morgan Stanley Economist on Inflation, Tariffs and Immigration

09 Mar 2025

Contributed by Lukas

WSJ’s Take On the Week co-host Telis Demo talks with Seth Carpenter, Morgan Stanley's chief global economist, about where we are in the fight agains...

Inflation, the Fed, Tariffs and Immigration. An Economist Weighs In.

09 Mar 2025

Contributed by Lukas

The Consumer Confidence Index had its biggest drop in more than three years in February. We're at a crossroads moment in the economy. Uncertainty is b...

How Trump Tariffs Are Shaking Up Markets

02 Mar 2025

Contributed by Lukas

WSJ’s Take On the Week co-host Telis Demos is joined by Chad Bown, a senior fellow at the Peterson Institute for International Economics, to talk ab...

What Trump's Tariff Agenda Means for Markets

02 Mar 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-host Telis Demos talks with reporter Miriam Gottfried about what is driving a slide in 10-year Treasury yields. Then t...

Why the Future of AI Trading May Be Nuclear Power

23 Feb 2025

Contributed by Lukas

WSJ’s Take On the Week co-host Telis Demos and reporter Peter Rudegeair are joined by Chris Hansen, founder and portfolio manager of the hedge fund ...

What to Know About AI and the Nuclear Power Trade

23 Feb 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-host Telis Demos talks with reporter Peter Rudegeair about this coming week's latest inflation gauge, the personal-con...

Why Walmart Is Trading Like a Big Tech Stock

16 Feb 2025

Contributed by Lukas

Walmart is emerging as a retail winner. Its stock has surged in the last year and is trading more like a tech stock. Analyst Dana Telsey joins WSJ’s...

Why Walmart Is Trading Like a Big Tech Stock

16 Feb 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-host Telis Demos talks with Aaron Back, WSJ’s Heard on the Street column editor, about the latest inflation report a...

Breaking Down MicroStrategy’s $80B Bitcoin Blueprint

09 Feb 2025

Contributed by Lukas

MicroStrategy, now renamed as Strategy, has turned itself into a bitcoin buying machine. Some are skeptical of the company’s strategy and valuation....

Is Bitcoin Buyer MicroStrategy Worth Its Premium Price?

09 Feb 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the whiplash surrounding tariffs, including what could be next for the...

The Anti-AI Trade? The Surprising Investment Growing in Popularity

02 Feb 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dive into the world of sports investing with Chris Marangi, co-chief investment o...

The Anti-AI Investment: Why This Investor Is Betting Big on Sports

02 Feb 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos start off the show with the latest on the surprise dark horse in AI, DeepSeek, an...

Will the Fed Cut Interest Rates Again? What Investors Should Know

26 Jan 2025

Contributed by Lukas

President Donald Trump has said he thinks interest rates are too high. Is he right? On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Dem...

Investors' Big Question: Is the Fed Done Cutting Interest Rates?

26 Jan 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss Wall Street’s reaction to President Donald Trump’s inauguration and h...

What Trump 2.0 Means for Banks, Crypto and More

19 Jan 2025

Contributed by Lukas

Meg Tahyar, head of the Financial Institutions Group at law firm Davis Polk, joins WSJ’s Take On the Week co-hosts Gunjan Banerji and Telis Demos to...

What Trump 2.0 Means for Banks, Crypto and More

19 Jan 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss the latest news on the L.A. fires and their impact on the insurance marke...

Lazard CEO Peter Orszag on Trump, Tariffs and M&A Dealmaking

12 Jan 2025

Contributed by Lukas

Peter Orszag, CEO of investment bank Lazard, joins WSJ’s Take On the Week co-hosts Gunjan Banerji and Telis Demos to talk about what to expect when ...

Will Dealmaking Boom Under Trump? Lazard CEO Peter Orszag Weighs In

12 Jan 2025

Contributed by Lukas

On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dive into what almost everyone on Wall Street is fixated on right now: rising bon...

WSJ’s Take On the Year: Market Trends to Watch in 2025

05 Jan 2025

Contributed by Lukas

AI was a big stock market theme in 2024. We’ve talked about it, and heard it many times. But it was far from the only thing that happened in stocks ...

Goldman Sachs Economist Jan Hatzius on His 2025 Economic Outlook

22 Dec 2024

Contributed by Lukas

Jan Hatzius, chief economist and head of global investment research at Goldman Sachs, joins co-hosts Gunjan Banerji and Telis Demos for the show’s l...