ARK Invest’s Cathie Wood reveals the stock she’s adding back to her portfolio, along with a few other names she’s betting on for the long-term. 
Economist Tom Porcelli tells us why Fed rate cuts are coming sooner than later…and why two percent is too late. 
Plus, Insulet shares have climbed 35% since an upgrade at Jeffries. We’ve got the med tech name that analyst says is poised to run in 2024.

The Tech Names ARK’s Cathie Wood is Buying Now, Two Percent is Too Late, and the Med Tech Stock with 36% Upside  12/22/23

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Is the IPO reopening real? Is Google’s AI strategy hinging on man? And speaking of AI, we’ve been waiting on something big from Apple, and they “crushed it,” but not in a good way. We’ll talk about all of that with Slow Venture’s Sam Lessin. Plus, the Dow is on track for eight straight days of gains. Our market guest says those gains can keep going, as long as one thing happens. He’ll tell us what it is and what he’s buying. And, in choppy waters. That’s how the CEO behind this name describes the consumer. He also says his company is well-positioned to weather it. The stock is up 17% just this week. He joins us ahead.

What the Tech?, The Key Catalyst, & Weathering Choppy Waters 5/10/24

Corporate America is giving mixed signals on the consumer. We’ll round up the latest company commentary and speak with Lidl’s US CEO about what he’s seeing on the food inflation front. Plus, Beyond Meat’s CEO joins us for his first live TV interview since the depths of the pandemic. We’ll wrap up the company’s disappointing quarterly results and look ahead to what’s next. And Gen Z is increasingly choosing trade schools over traditional 4-year colleges. We’ll speak with the CEO of one publicly traded company that’s benefitting from that boom.

Consumer Cracking or Cranking?, Beyond Meat CEO Exclusive, Gen Z’s Trade School Boom 5/9/24

Jefferies’ David Zervos says traders are living in rate cut la-la land and joins Kelly to make his case. Plus, office loan defaults are nearing historic levels, and the Empire State Building’s landlord says that’s creating a once-in-a-lifetime buying opportunity. And the likes of Stanley Druckenmiller are starting to trim Nvidia –should you? We’ll ask one of the biggest bulls on Wall Street.

Rate Cut La-La Land, Once-in-a-Lifetime Opportunity, Time to Trim Nvidia? 5/8/24

Stanley Druckenmiller says rate cuts should be entirely off the table and that the Fed fumbled the football on the 5-yard line with the game on the line. We’ll look at the path forward for the Fed. Plus, Disney nearly broke even on streaming, but missed revenue estimates for a fourth consecutive quarter. We’ll ask Oscar-winner Brian Grazer about the future of Hollywood. And Apple unveiling its first iPads since 2022, but today’s news is only an appetizer for next month’s big event.

Fed “Fumble”, Disney Disappointment, and iPad Promises 5/7/24

This year’s “Woodstock for Capitalists” is in the books, and we’ve got one Berkshire shareholder to weigh in on Buffett’s latest moves. Plus, former Starbucks CEO Howard Schultz says Starbucks needs to fix its stores to win back customers, but Bank of America is sticking with its buy rating on the stock and joins us to make her case. And, we’re tackling Disney, Simon Property Group and Lucid in Earnings Exchange.

The Tech Names ARK’s Cathie Wood is Buying Now, Two Percent is Too Late, and the Med Tech Stock with 36% Upside 12/22/23

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