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Fed Chair Powell May Face Charges | Election Markets React
Welcome back to Retail Edge — the podcast where we track the retail crowd’s conversation so you can spot the next big move before the rest of the street wakes up and drinks their lattes. Michelle Steele is joined by Stocktwits’ Tom Bruni for an expedited Monday pod because the headline machine went into overdrive.
On deck today:
The DOJ/Fed headline cycle: reported federal probe into Jerome Powell tied to Fed HQ renovation cost overruns — and what that means for Fed independence
Markets reaction check: initial drawdown → equities catch a bid, while gold/silver hit new highs (and what that “tells” the market is worried about)
The macro tell: fears that forced lower rates could reignite inflation; watching whether Bitcoin finally joins the party
Trump’s populist push: proposed one-year 10% cap on credit card interest rates — why credit stocks sold off and what could break in consumer credit (access, rewards, etc.)
Where retail thinks the “populist trade” might go next: housing-related names and health insurance volatility tied to ACA subsidy headlines
Meme of the week: Wheels Up (UP) — why it’s buzzing (private jets, Delta tie-in, $1 stock psychology) and how retail is trading it
China momentum: emerging markets chatter + Alibaba sentiment flips from void → FOMO
Microcap mover: Lulu’s Fashion Lounge (LVLU) doubles on an activist stake and an 8-point plan
Big retail flex: Walmart replacing AstraZeneca in the Nasdaq 100 on January 20 — why the market is rewarding the “tech-first retail giant” narrative (ads, Walmart+, logistics, partnerships)
Question for you: If credit card stocks keep dipping, are you buying the fear—or staying away from the policy risk?
#RetailEdge #StockTwits #Markets #Fed #CreditCards #Gold #Silver #Bitcoin #Walmart #Alibaba
Chapters / Timestamps
00:00 Welcome to Retail Edge + “expedited Monday pod”
01:10 DOJ / Powell probe headline + Fed independence concerns
03:05 Market reaction: equities stabilize; gold/silver to new highs
05:00 Does hard money stay bid? What would confirm it (Bitcoin catching a bid)
06:25 Tom closes short silver trade (risk management moment)
07:30 Timeline clarity: Powell chair term vs staying on as governor
09:15 Credit card rate cap proposal (10% for one year): what breaks, who gets hit
12:10 “How much do they dip before you buy?” — debate on the streams
13:30 Populist trade watchlist: housing names + home-related plays
15:10 Healthcare/ACA subsidy headlines: why insurers are volatile
17:05 Meme of the week: Wheels Up (UP) — thesis making the rounds
20:10 China & emerging markets: Alibaba sentiment flips to bullish
23:00 Microcap: LVLU doubles on activist stake + “constructive engagement”
26:00 Walmart replaces AstraZeneca in Nasdaq 100 on Jan 20 + tech/logistics angle
28:10 Wrap: join the conversation on StockTwits
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/
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By stocktwitsretailedgeWelcome back to Retail Edge — the podcast where we track the retail crowd’s conversation so you can spot the next big move before the rest of the street wakes up and drinks their lattes. Michelle Steele is joined by Stocktwits’ Tom Bruni for an expedited Monday pod because the headline machine went into overdrive.
On deck today:
The DOJ/Fed headline cycle: reported federal probe into Jerome Powell tied to Fed HQ renovation cost overruns — and what that means for Fed independence
Markets reaction check: initial drawdown → equities catch a bid, while gold/silver hit new highs (and what that “tells” the market is worried about)
The macro tell: fears that forced lower rates could reignite inflation; watching whether Bitcoin finally joins the party
Trump’s populist push: proposed one-year 10% cap on credit card interest rates — why credit stocks sold off and what could break in consumer credit (access, rewards, etc.)
Where retail thinks the “populist trade” might go next: housing-related names and health insurance volatility tied to ACA subsidy headlines
Meme of the week: Wheels Up (UP) — why it’s buzzing (private jets, Delta tie-in, $1 stock psychology) and how retail is trading it
China momentum: emerging markets chatter + Alibaba sentiment flips from void → FOMO
Microcap mover: Lulu’s Fashion Lounge (LVLU) doubles on an activist stake and an 8-point plan
Big retail flex: Walmart replacing AstraZeneca in the Nasdaq 100 on January 20 — why the market is rewarding the “tech-first retail giant” narrative (ads, Walmart+, logistics, partnerships)
Question for you: If credit card stocks keep dipping, are you buying the fear—or staying away from the policy risk?
#RetailEdge #StockTwits #Markets #Fed #CreditCards #Gold #Silver #Bitcoin #Walmart #Alibaba
Chapters / Timestamps
00:00 Welcome to Retail Edge + “expedited Monday pod”
01:10 DOJ / Powell probe headline + Fed independence concerns
03:05 Market reaction: equities stabilize; gold/silver to new highs
05:00 Does hard money stay bid? What would confirm it (Bitcoin catching a bid)
06:25 Tom closes short silver trade (risk management moment)
07:30 Timeline clarity: Powell chair term vs staying on as governor
09:15 Credit card rate cap proposal (10% for one year): what breaks, who gets hit
12:10 “How much do they dip before you buy?” — debate on the streams
13:30 Populist trade watchlist: housing names + home-related plays
15:10 Healthcare/ACA subsidy headlines: why insurers are volatile
17:05 Meme of the week: Wheels Up (UP) — thesis making the rounds
20:10 China & emerging markets: Alibaba sentiment flips to bullish
23:00 Microcap: LVLU doubles on activist stake + “constructive engagement”
26:00 Walmart replaces AstraZeneca in Nasdaq 100 on Jan 20 + tech/logistics angle
28:10 Wrap: join the conversation on StockTwits
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/