WSJ's Take On the Week

The Wall Street Journal
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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. 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. The duo will bring actionable insights to a range of investors and business leaders while also entertaining a broader audience with lively, relatable conversations. Episodes drop Sundays.

  1. 2 DAYS AGO

    Will AI Spending Pay Off? Or Are We in a Bubble?

    Artificial intelligence spending is hitting epic levels as Big Tech companies shell out for massive data centers to power new chatbots and other AI services. But will the spending--expected to amount to trillions of dollars in the coming years--pay off for investors? This week on our columnists roundtable, business and finance editor Alex Frangos, markets reporter Chelsey Dulaney and senior markets columnist James Mackintosh are joined by Heard on the Street tech columnist Dan Gallagher to discuss the promise of AI. They discuss the major investment deals announced by Nvidia, OpenAI, Oracle, Microsoft and Alphabet and dig into the use of debt to finance growth, including by companies like CoreWeave, which has emerged as a key player in the data-center buildout.  Plus, they separate fact from fiction when it comes to comparisons between AI and the dot-com bubble. And, finally, our panel answers a question from our previous about the tax implications of buying gold. Further Reading Spending on AI Is at Epic Levels. Will It Ever Pay Off? Debt Is Fueling the Next Wave of the AI Boom What the Dot-Com Bust Can Tell Us About Today’s AI Boom CoreWeave, Meta Enter $14.2 Billion AI Cloud Infrastructure Deal Nvidia to Invest Up to $100 Billion in OpenAI Nvidia Has a Problem: Too Much Money Oracle Is the New Nvidia, for Better or Worse 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    35 min

  2. 6 DAYS AGO

    Automakers Are Hitting the Brakes on EVs. Will That Help Their Stocks?

    In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos kick things off by talking about perpetual futures or “perps,” which are offering turbocharged bets on bitcoin. Next, with the September jobs report out this week, they break down what investors should be looking out for beyond the headline number. Later in the show, Telis is joined by John Murphy, a managing director of strategic advisory at Haig Partners, for a deep dive into what the end of the EV tax subsidy this week could mean for the auto industry. Then, Murphy makes the case for why the best strategy for Ford, Stellantis and GM may be to focus on their truck businesses. Later, Telis asks: Does the end of the EV credit mean a renaissance for the internal combustion engine? 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 takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Why Ford’s Made-in-America Strategy Hurts It in Trump’s Trade War Ford's Big EV Dilemma Auto Industry Takes $12 Billion Hit From Trade War Detroit Rediscovers Its Love for Giant Gas Guzzlers Get Rich or Get Wiped Out: Bitcoin’s Hottest New Trade Detroit Rediscovers Its Love for Giant Gas Guzzlers 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. Follow Gunjan Banerji here and Telis Demos here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    28 min

  3. 25 SEPT

    Gold Is at Record High. Is It Still Time to Buy?

    Gold prices are up more than 40% this year, on track for their best year since 1979—when a global energy crisis fueled an inflationary shock that thrashed the world economy. And while it's a very different economy today, with stocks hitting record highs on the S&P 500 and Nasdaq, gold serves as a form of insurance for a diversified investor, particularly when facing risks such as inflation, government debt, war, and questions about the Federal Reserve’s independence under President Trump. This week on our columnists roundtable, editor Alex Frangos and markets reporter Chelsey Dulaney are joined by senior markets columnist James Mackintosh and chief economics commentator Greg Ip to discuss what’s driving a new rush to gold, how the yellow metal compares to Bitcoin as an inflation hedge and whether it's worth buying in, through the SPDR Gold Trust ETF or by picking up gold bars at Costco. Further Reading Why You Should Own (Some) Gold Gold Hasn’t Rallied This Much Since 1979 The Costco Shoppers Putting $2,000 Gold Bars in Their Carts Gold Miners Eschew Hedging to Lap Up Sky-High Prices A Historic Gold Rush Is Under Way, From Wall Street to Main Street 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    30 min

  4. 21 SEPT

    Billionaire Investor Cliff Asness on Managing Market Risk and 'Buffer' ETFs

    In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk to billionaire investor Cliff Asness, the co-founder and chief investment officer of AQR Capital Management. AQR is a global investment management firm known for quantitative investing, an approach that builds strategies based on data and research. Asness discusses one of the market's biggest trends: the explosion in popular ETFs designed to protect investors from downturns. But do they actually work? Later, Asness shares why he thinks trading on Robinhood can feel more like betting on FanDuel, why the stock market has become less rational due to social media, and whether Palantir and Tesla are on the meme stock spectrum. Then, he weighs in on companies reporting earnings every six months, market froth and the bind facing the Federal Reserve. 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 takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Funds Promising Shelter From Wild Swings Are Booming. But Do They Deliver? Traders Are Snapping Up Bullish Bets on Tesla In This Frothy Market, It’s Boom Times for Brokers Like Robinhood A New Generation of ‘Buy the Dip’ Investors Is Propping Up the Market 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.  Follow Gunjan Banerji here and Telis Demos here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    38 min
  5. The ‘Infinite Money Glitch’ Making the Trump Family Millions

    18 SEPT

    The ‘Infinite Money Glitch’ Making the Trump Family Millions

    The Trump family’s latest venture—a so-called “crypto treasury” stock—could generate their biggest payday through the WLFI token from World Liberty Financial, while being a potential minefield for investors. The offering follows the success of Michael Saylor's MicroStrategy, now renamed as Strategy, a “bitcoin treasury company” that accumulates bitcoin by using debt and new stock issues to keep on buying more. Listen in on a conversation between some of The Wall Street Journal's sharpest financial minds in the debut episode of Ticker Shock as our team unpacks the trade. Ticker Shock provides insights to help finance-curious listeners connect the dots between what's happening in policy, markets and the economy to their financial lives and investments. This week, business and finance editor Alex Frangos and markets reporter Chelsey Dulaney are joined by Streetwise columnist James Mackintosh and Markets A.M. newsletter writer and investing columnist Spencer Jakab to discuss the “infinite money glitch.” They also talk about how these sorts of tokens compare to meme stocks such as GameStop and AMC. Further Reading Trump Family Amasses $5 Billion Fortune After Crypto Launch The Trumps’ New Crypto Money Maker: Deals With Themselves Trump Brothers-Backed Bitcoin Mining Company Surges After Nasdaq Listing The Recipe Behind the Trump Family’s Crypto Riches: PancakeSwap The Hottest Business Strategy This Summer Is Buying Crypto The Man Making Billions From the Wildest Bitcoin Bet 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    33 min
  6. Introducing: Ticker Shock

    17 SEPT

    Introducing: Ticker Shock

    Listen in on conversations of The Wall Street Journal's sharpest financial minds. Featuring the Journal’s award-winning columnists and writers Alex Frangos, Chelsey Dulaney and James Mackintosh, the podcast provides insights to help finance-curious listeners connect the dots between what's happening in policy, markets and the economy to their financial lives and investments. Learn more about your ad choices. Visit megaphone.fm/adchoices

    2 min

  7. 14 SEPT

    Who Really Pays for Tariffs? Citi’s Trade Lead on the Economic Impact

    In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about Oracle's shocking more than 40% stock surge after the technology company said it won several billion-dollar contracts in its latest quarter, and what it signals about the future of the AI investment boom. Next, they explore the Federal Reserve's tricky position as it weighs a weakening jobs report against persistent inflation. Lastly, the hosts ponder how U.S. tariffs are complicating the economic outlook. Then after the break, Telis is joined by Adoniro Cestari Neto, the head of trade and working capital solutions at investment bank and financial services company Citigroup, for an inside look at the impact of U.S. tariffs. Cestari explains how global companies are adapting their supply chains through "efficiency" to avoid passing costs to consumers. Later, Telis gets an answer to the central question: when it comes to tariffs, who really pays the price? 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 takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    28 min

  8. 7 SEPT

    Why This Economist Says Government Economic Surveys Can’t Be Replaced

    In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the bond market, the post-Labor Day volatility it experienced due to concerns over the Federal Reserve’s independence, investors piling into gold, and the U.S.’s potential loss of its tariff income stream after a decision by a Court of Appeals. Later in the show, Telis is joined by Dana M. Peterson, chief economist and leader of the Economy, Strategy & Finance Center at the Conference Board. They begin with the research group’s August consumer confidence index and whether its results mean we’re in "vibecession.” Then Peterson defends the importance of survey-based data and why revisions are necessary. And Telis asks: Could private data replace government data? 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 takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Consumer-Confidence Survey Slips in August Government Data Is Under Fire, but It Makes the World Go ‘Round Consumer-Confidence Survey Improved in July Trump Advisers Consider Changes to How Government Collects Jobs Data Trump’s BLS Firing Tests Wall Street’s Reliance on Government Data 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.  Follow Gunjan Banerji here and Telis Demos here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    28 min
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About

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. 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. The duo will bring actionable insights to a range of investors and business leaders while also entertaining a broader audience with lively, relatable conversations. Episodes drop Sundays.

Information

  • Channel
    The Wall Street Journal
  • Creator
    The Wall Street Journal
  • Years Active
    2023 - 2025
  • Episodes
    87
  • Rating
    Clean
  • Copyright
    Copyright © Dow Jones & Company, Inc. All Rights Reserved.
  • Show Website
    WSJ's Take On the Week
  • Provider
    Dow Jones

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