35 Episodo

  1. Global Stock Market Reversal! BofA Securities July Report: End of US Stock Dominance, Return of Value Investing

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

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

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

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

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

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

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

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

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

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

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

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

    Publicado: 8/7/2025
  14. Morgan Stanley June 26 Research: How Meta's TikTok Playbook Guides Google's ChatGPT Strategy

    Publicado: 8/7/2025
  15. Citi Research July 7 Report: NVIDIA Price Target Raised to $190, AI TAM Expands to $563B

    Publicado: 8/7/2025
  16. JPMorgan Bombshell: AI's Second Half Still Has 20% Upside! Complete Analysis of TSMC, SK Hynix & Core Targets

    Publicado: 7/7/2025
  17. 🔥 Goldman Sachs BOMBSHELL: Bubble Tea Impact Only 2.8%! Beverage Stocks See 13% Cost Plunge, These Giants Set to Explode

    Publicado: 7/7/2025
  18. the Wall Street Journal July 7 Review: US Stock Euphoria Hides Crisis! Social Security Bankrupt by 2032, AI Revolution Disrupts Everything

    Publicado: 7/7/2025
  19. J.P. Morgan Bombshell: Stablecoin Trillion-Dollar Dream Shattered? 88% Demand Truth Revealed

    Publicado: 6/7/2025
  20. Tesla Robotaxi Launch: Goldman Sachs In-Depth Analysis Report Review

    Publicado: 6/7/2025

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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.

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