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’s tariffs policies. They talk about the “buy the dip” trade and weigh in on “the stock market isn’t the economy” debate. The hosts also discuss what’s going on with Treasurys.

Later on the show, Kris Kraus, a managing director and portfolio manager at one of the world’s largest bond managers, Pimco, joins the podcast to give us a pulse check on the health of consumers, including their debt, from mortgages to auto loans. He shares what we should—and shouldn’t—be worried about as tariffs start to hit our pocketbooks and portfolios. Kraus also talks about what he’ll be looking out for in upcoming earnings from credit card companies, like American Express and Capital One, for clues on where consumers are headed.

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected]. 

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com 

Further Reading

To read more from co-host Gunjan Banerji, catch up on When Does a Market Dive Hit the Rest of the Economy? and Market Rout Shatters Long-Held Beliefs on Investing 

Live Q&A: What’s Happening With the Markets?—Our Reporters Answered Your Questions 

Trump U-Turn Halts the ‘Sell Everything American’ Trade, but the Fallout Remains 

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.  

Sign up for the WSJ's free Markets A.M. newsletter.  

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 the news of President Trump’s 90-day pause on some of his largest import taxes. Co-host Telis Demos is joined by two friends of the show, WSJ reporter Miriam Gottfried and investing columnist Spencer Jakab. They get into which sectors are most exposed to tariffs, how consumer-facing companies such as Restoration Hardware and car-parts sellers have been affected, the political calculus behind the tariffs, and what the repeated policy shifts mean for the dollar as the world’s reserve currency.

Further Reading

Live Q&A: What’s Happening With the Markets?—Our Reporters Answered Your Questions Trump U-Turn Halts the ‘Sell Everything American’ Trade, but the Fallout Remains 

​​Democrats Seek Trading Probes After Trump’s Tariff U-Turn 

Trades Before Trump Tariff Post Draw Scrutiny 

Sign up for the WSJ's free Markets A.M. newsletter written by Spencer Jakab. 

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 take on your week! 

On WSJ’s Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried get right into President Trump’s unveiling of his latest tariff policies. Then, they discuss the upcoming first quarter earnings results season. They talk about why they’re curious regarding what Delta Air Lines and used-car retailer CarMax have to say when the companies report earnings later this coming week.

Later on the show, Telis and Miriam dive deeper into corporate earnings season with Christine Short, head of research of Wall Street Horizon, which is part of the financial services company TMX Group. They talk about what Trump’s trade war means for automotive companies, including General Motors and Ford, and what forward-looking guidance from companies like Dollar Tree, Southwest Airlines, Walmart and others could offer as a clue into how the corporate world is dealing with tariffs.

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected]. 

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.

Further Reading

To read more from our co-hosts, catch up on Wall Street Facing Toughest Test in Years and Banks Don’t Pay Tariffs, but Tariffs Will Cost Them. 

What to Know About Trump’s Latest Tariffs 

A Market-Rattling Attempt to Make the American Economy Trump Always Wanted 

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog. 

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 placed on global automotive imports to the U.S. Then, we explore what the bond market tells us and what a decrease in the U.S. Treasury yields means for investors. Plus, is the IPO market buzzing? Provider of specialized cloud-computing services, CoreWeave, is the latest company to debut for trading. With companies like StubHub, eToro, and Klarna also announcing public offerings, does this mean more deals are on the horizon?

Later on the show, Telis and Miriam discuss what we can expect from the forthcoming jobs report and how it will offer a big clue to where the economy is heading with Aditya Bhave, a senior U.S. economist for Bank of America's investment banking arm BofA Securities. Bhave shares his take on why concerns of stagflation may be "overstated" and why there’s no margin for error on the Federal Reserve’s inflation mandate.

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected]. 

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com 

Further Reading

Corporate America’s Euphoria Over Trump’s ‘Golden Age’ Is Giving Way to Distress 

Trump Considers More Limited Tariff Plans 

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.

Sign up for the WSJ's free Markets A.M. newsletter. 

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 will illustrate how the economy is faring since President Trump’s inauguration. Then, Telis shares what investment bank Jefferies’s forthcoming fiscal-quarter report could tell us about the state of mergers and acquisitions on Wall Street. And it’s baseball season, folks! The co-hosts talk about the latest deal between the San Francisco Giants and private-equity firm Sixth Street.

Later on the show, Telis and Miriam discuss whether middle-market businesses, which include a huge swath of the American workforce, are holding strong as the threat of tariffs continues and chatter about economic uncertainty intensifies with Michael Smith. He’s the co-head of credit at Ares Management, an alternative investment manager that lends to more than 500 midmarket companies.

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected].

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.

Further Reading

To read more from co-host Telis Demos, catch up on Tariffs Are a Risk for Midsize Businesses, and Their Lenders.

To read more from guest co-host Miriam Gottfried, catch up on An Insurer Taps Its Financial-Adviser Network to Sell Private-Market Funds.

Google Strikes $32 Billion Deal for Cybersecurity Startup Wiz 

America’s Pastime Is Being Completely Transformed—by Japan 

MLB Plots a New TV Model After Striking Out With ESPN 

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.  

Sign up for the WSJ's free Markets A.M. newsletter.  

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 the Trump administration, people are closely watching whether the Fed and Chair Jerome Powell might ride to the economic rescue in the near future.

In a special interview-only episode, WSJ’s Take On the Week co-host Telis Demos talks with Ed Al-Hussainy, global interest rate strategist at asset manager Columbia Threadneedle Investments, about what we can expect from the upcoming Federal Reserve meeting, how policies in Washington are intersecting with the central bank’s mission, and what investors should do in midst of uncertainty.

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected]. 

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.

Further Reading

To read more from co-host Telis Demos, catch up on Consumers Keep Bailing Out the Economy. Now They Might Be Maxed Out. 

Wall Street Fears Trump Will Wreck the Soft Landing 

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog. 

Sign up for the WSJ's free Markets A.M. newsletter.  

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 back, according to financial experts and consumers alike. In a special interview-only episode, WSJ’s Take On the Week co-host Telis Demos talks with Seth Carpenter, Morgan Stanley's chief global economist, about where we are in the fight against inflation and what that means for the stock market, the Federal Reserve, and more.

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected]. 

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.

Further Reading

The Two-Headed Monster Stalking the Economy Has a Name: Stagflation 

How Uncertainty From Trump’s Tariffs Is Rippling Through the Economy 

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog. 

Sign up for the WSJ's free Markets A.M. newsletter.  

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 they get into the upcoming jobs report and whether any DOGE-related shakeups in the federal workforce could be reflected in the data. They also discuss the flurry of tariff-related developments ahead of a deadline this week for proposed taxes on imports from Canada and Mexico.

Later on the show, Telis dives into what President Trump’s tariff agenda could mean for the economy and markets with Chad Bown, a senior fellow at the Peterson Institute for International Economics and former chief economist for the U.S. Department of State in the Biden-Harris administration. 

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected]. 

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com 

Further Reading  

To read more from co-host Telis Demos, catch up on PayPal Needs Help From Its Oldest Friends—Consumers.

The Economy Is Still Fine. Americans Are Still Gloomy 

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog. 

Sign up for the WSJ's free Markets A.M. newsletter.  

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-consumption-expenditures price index, or PCE, and what’s going on with the price of eggs. Then they dive into what to expect from the slew of forthcoming housing data and what that could signal about mortgage rates. They also discuss Nvidia, Vistra and Constellation Energy earnings.

Later on the show, Telis and Peter are joined by Chris Hansen, founder and portfolio manager of the hedge fund Valiant Capital Management, to talk about AI-related stocks beyond the tech companies investing in AI, including Amazon, Microsoft and Meta, and chipmakers such as Nvidia. They discuss the power companies that provide the extra electricity that fuels data centers needed to support AI and how power companies may also be long-term winners in the AI race.

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected]. 

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.

Further Reading and Listening

To read more on energy stocks from guest co-host Peter Rudegeair, catch up on Tech-Loving Hedge Funds Have a Crush on Utility Stocks.

Listen to Bold Names: Salesforce CEO Marc Benioff and the AI ‘Fantasy Land’. 

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog. 

Sign up for the WSJ's free Markets A.M. newsletter.  

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 and what it could mean for the Federal Reserve. They also discuss upcoming earnings from Chinese tech company Alibaba and retail behemoth Walmart. 

Later on the show, Telis talks about all things retail with Dana Telsey, CEO and founder of Telsey Advisory Group, a brokerage firm focused on the consumer sector. They chat about what’s behind Walmart’s winning retail strategy—from its inroads with higher-end customers, affordable luxury offerings like the viral “Wirkin” bag, and its e-commerce play. They also get into what’s going on with the luxury market, including with high-end juggernaut Hermès, Louis Vuitton parent company LVMH, Chanel, Burberry, and others. Before they sign off, Telis asks Dana: What’s up with Target?

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected]. 

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.

Further Reading

Walmart Is Retail King Again. Can It Keep the Crown? 

Customers Are Quitting Luxury Brands as Price Hikes Go Too Far 

To read more from our co-host Telis Demos, catch up on Why Tariffs Will Make Car Insurance Even More Expensive 

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog. 

Sign up for the WSJ's free Markets A.M. newsletter.