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 market. Then, they get into Donald Trump’s presidential inauguration and Wall Street’s reaction to the new administration. A who’s who of big tech like Tesla’s Elon Musk, Meta’s Mark Zuckerberg and even TikTok CEO Shou Chew will reportedly be in attendance. Gunjan and Telis also dig into bank earnings following surging profits for some of the largest banks, like Goldman Sachs and JPMorgan Chase. Telis shares what to look out for ahead of regional banks, including Fifth Third and Keycorp, and credit card companies, such as Capital One, reporting earnings this week. 

Later on, Meg Tahyar, head of the Financial Institutions Group at the law firm Davis Polk, joins the co-hosts to talk about what to expect when it comes to banking regulation in a second Trump administration, how it might differ from his first term, and what regulations may mean for banks, crypto 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

To read more from our hosts on topics discussed in this episode, read There Is a Safety Valve for Private Home Insurance in California and Prediction-Markets Venue Kalshi Appoints Donald Trump Jr. as Adviser.

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-hosts Gunjan Banerji and Telis Demos dive into what almost everyone on Wall Street is fixated on right now: rising bond yields. Then they explore what Disney’s potential merger with FuboTV means for streaming services and how sports and other live events are driving those deals. Telis also gears up for the Super Bowl. Well, his super bowl — bank earnings. JPMorgan, Bank of America, Wells Fargo and others report later this week.

Later on, Peter Orszag, CEO of the asset manager and investment bank Lazard, joins the co-hosts to talk about what to expect when it comes to M&A dealmaking in 2025. Peter, who also served as the director of the Office of Management and Budget in the Obama administration, also talks about prospective tariffs, how the dealmaking landscape may change in a second Trump administration, and about the proposed Elon Musk and Vivek Ramaswamy-led advisory council, Department of Government Efficiency, or DOGE.

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].

Further Reading

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.

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 last year. We saw record-breaking growth from power companies like Vistra. Cult stocks like Palantir and MicroStrategy also had a moment. And of course, Nvidia, a company that needs no introduction, had a blockbuster year. 

But where there are winners, there are also losers. The announcement of Walgreens’ potential sale highlighted the challenges within the retail pharmacy sector. Shares of the biotech company Moderna also slumped partly due to waning demand for its Covid-19 vaccine and booster. And discount chain Dollar Tree took a hit this year as its shoppers showed signs of belt-tightening.

For our first episode of 2025, we’re joined by global editor of WSJ’s Heard on the Street column, Spencer Jakab, and deputy editor of WSJ’s Heard on the Street, Aaron Back, to reveal more of the market’s winners and losers in 2024 and examine what their wins or losses could mean for investors and the economy in the year ahead. 

Further Reading 

Walgreens Is in Talks to Sell Itself to Private-Equity Firm Sycamore Partners 

Tech-Loving Hedge Funds Have a Crush on Utility Stocks 

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. 

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 last episode of 2024. They talk about Jan’s 2025 economic outlook, the role tariffs could play in the second Trump Administration, and the Federal Reserve’s latest interest-rate decision. They even get into the holiday spirit and chat about gift-giving.  

A note to listeners: WSJ’s Take On the Week is going to take a break for the holidays and will return on Jan. 5. Happy Holidays!

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 hosts at [email protected] and [email protected]. 

Further Reading

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.

Welcome to WSJ’s Take On the Week. 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.

Gunjan and Telis start off by discussing the upcoming Federal Reserve interest rate decision, and tackling what’s been going in the market for risky derivatives, where activity is on track to hit an all-time high this year. 

Later on, the co-hosts are joined by Robinhood CEO Vlad Tenev. Before the trading platform Robinhood became a one-stop app offering a slew of financial products, from credit cards to retirement accounts, it was at the center of the 2021 GameStop and meme stock frenzy. Gunjan, Telis and Vlad discuss Robinhood’s transformation and the rise and future of retail investing.

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 hosts at [email protected] and [email protected]. 

Further Reading

Robinhood Wants to Grow Up

The Thrill Factor Is Back for Retail Investors

Robinhood Sets Sights on New Bounty: The Rising Rich

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. 

Welcome to WSJ’s Take On the Week. 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.

This week, Telis and Gunjan debrief on BlackRock’s $12 billion acquisition of private credit manager HPS. Then they tackle the “i word” – inflation – and the upcoming consumer-price index report. They also chat about bitcoin cresting over $100,000 in the wake of an expected crypto-friendly Washington under a Trump presidency. 

Later on in the show, Telis gets into what’s driving people to restaurants at projected record levels, even though the cost of food and dining out have been high. He’s joined by Aman Narang, CEO and co-founder of Toast, a technology company that sells software and hardware to restaurants for digital payments, online apps, takeout and delivery, kitchen management and more. They talk about how the restaurant industry has fared since the pandemic and how technology like Toast’s has brought the sector further into the 21st century. 

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 hosts at [email protected] and [email protected]. 

Further Reading

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. 

Welcome to WSJ’s Take On the Week. 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.

This week, Telis and Gunjan skip debriefing about the headlines and jump straight into a special interview with Coinbase’s chief legal officer, Paul Grewal, to talk all things crypto, which has captivated both Main Street and Wall Street since the U.S. elections. They talk about what the crypto exchange is looking for when it comes to potential legislation and regulations under another Trump administration. They also get into what’s going on with stablecoins, tokens and cryptoassets, like bitcoin, dogecoin and dogwifhat. Later they discuss the SEC and what the industry could look like in the years to come.

Further Reading

The Crypto World Is Preparing for a Renaissance Under Trump 

Is Trump Really So Great for Bitcoin? 

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. 

Welcome to WSJ’s Take On the Week. 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.

This week, Telis and Gunjan debrief on how chip maker Nvidia crossed the $100 billion mark in its annual sales, as well as how consumer spending is faring in the wake of retail earnings, like Target’s. And we check in on the lead up to the Fed’s preferred inflation measure, the personal-consumption expenditures price index.

Later on in the show, they get into the holiday spirit and talk about New York’s iconic Rockefeller Center ahead of its annual Christmas tree lighting ceremony and they dig into its recent $3.5 billion refinancing deal. Deputy Chief Economist Rebecca Rockey from commercial real estate firm Cushman & Wakefield joins us to talk about the transaction and what it means for the commercial real estate market at large, and even for everyday investors.

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 [email protected] or the hosts at [email protected] and [email protected].  

Further Reading

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. 

Welcome to WSJ’s Take On the Week. 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.

This week, Telis and Gunjan dig into the latest on the Trump trade, the crypto rally and what upcoming retail earnings reports from Target and Walmart could signal about American consumers.

Later, Dominic Rizzo, portfolio manager of T. Rowe Price’s Global Technology Equity Strategy, joins the show to talk about artificial intelligence investment and tech stocks, including companies such as AMD and Synopsys and those in the Magnificent Seven like Alphabet, Meta and Microsoft. And of course the sector’s shining star, Nvidia.

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 [email protected] or the hosts at [email protected] and [email protected]. 

Further Reading

Nvidia Will Dominate Big Tech’s Earnings Season Again 

From AI to Hardware Costs: Enterprise Tech Leaders Prepare for Trump 2.0 

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. 

WSJ's Take On the Week brings you the insights and analysis you need to get a leg up on the world of money and investing. Weekly, we cut through the noise and dive into markets, the economy and finance. Join The Wall Street Journal's Telis Demos and Gunjan Banerji in conversation with the people closest to the hot topics in markets to get incisive analysis on the big trades, key players in finance and business news ahead. The show returns November 17.