The Week That Is

Vijay Marolia
  • 5.0 (4)
  • Investing
  • Updated Weekly

Veteran market observer Vijay Marolia of Regal Point Capital covers the biggest financial/economic takeaway from last week, the story to anticipate this week and one thing investors should add to their watch list. Hosted by Chuck Jaffe of "Money Life," it's a fun, fast-paced, frenetic journey through "this, that and the other thing" to fire up your finances for the week ahead.

  1. 5d ago

    Watch for 'Kevin the Hawk,' heed the words of 'Captain Inflation'

    Vijay Marolia, chief investment officer at Regal Point Capital, has been banging the drum on the troubles with higher inflation for longer, and reveals this week that his superhero alter-ego would be "Captain inflation." But because Marolia's primary tool is a reminder that investors need to adjust to inflation, he needs a sidekick with power, and he gets one this week in Kevin "The Hawk" Warsh — Robin to Marolia's Batman — the new Federal Reserve chairman who gets his first crack at inflation later this week. Marolia covers what he expects from Warsh and how he expects the market to respond, plus gives his take on the wild action in the bond market and on whether the consumer can keep spending — thereby propping up the economy — amid higher costs and lower confidence.

    12 min

  2. May 18

    Nvidia earnings on tap, a bond market selloff and data center chaos

    Growing fears about a war-driven, lingering price shock to oil sent bond prices falling last week, with yields reaching their high for the year and promising more without a quick resolution. Vijay Marolia, chief investment officer at Regal Point Capital digs into what the bond market is saying and how the message differs from the stock market. He also expects the equity markets to send a message this week when NVidia releases earnings, noting that he expects gangbusters numbers that still manage to disappoint investors whose expectations are sky high. Plus, the ongoing battle over where to locate data centers has the potential to put a limit on just how fast the artificial intelligence boom can play out; Vijay discusses the potential market impacts that are lost amid headlines about data-center protests.

    13 min

  3. May 11

    An optimistic jobs picture, a wild takeover bid and a trading system that's ripe for trouble

    Jobs numbers came out strong last week, but there are some dissenting opinions about whether they can remain stable. Vijay Marolia, chief investment officer at Regal Point Capital, joins the optimists, though he suggests the numbers have room to flex and will continue to make it hard for the Federal Reserve to cut rates quickly or deeply. Marolia also discusses the wild GameStop bid to buy eBay and why he doesn't expect it to succeed but does think it will push eBay to make some structural changes. He finishes by revisiting Jane Street Capital, the market maker he discussed a week ago, covering why it has become so important and why foreign regulators believe the company may be gaming the system.

    16 min

  4. May 4

    Divergent tales from GOOG, META earnings, Spirit crashes and Jane Street soars

    Last week saw the trillion-dollar giants reporting earnings and the market was impressed with the results from Alphabet (Google) and disappointed with numbers from Meta Platforms (Facebook), and Vijay Marolia, chief investment officer at Regal Point Capital, is in line with those reactions but is looking past the quarterly numbers for what the market's response is suggesting about each company longer term. He also talks about the disappointing end for Spirit Airlines, and how the 34-year-old carrier might have avoided its fate, and he talks about Jane Street, the little-known Wall Street market maker that made headlines when it was revealed that its average compensation per employee last year was roughly $2.7 million, more than seven times higher than the average staffer at Wall Street blueblood Goldman Sachs. Vijay discusses how Jane Street came out of nowhere and what it is doing to become an increasingly large force in markets.

    15 min

  5. Apr 27

    Nvidia, Apple, Intel and a valuation story on market movers vs. makers

    After a week in which Nvidia and Intel powered the stock market back to near record levels, Vijay Marolia, chief investment officer at Regal Point Capital, says the rally in one of those stocks feels temporary while the other can roll on, and says that the difference points out how investors should re-evaluate the way they see "tech stocks," because different industries lumped broadly within technology have very different valuation pictures. He also discusses Apple and Netflix — both changing leadership but continuing massive stock buybacks — and companies like Micron that he thinks can keep leading, and finishes "The Week That Is" discussing Fed chair nominee Kevin Warsh and the inflation issue he's facing if he gets the job.

    14 min

  6. Apr 20

    Headlines, earnings season and stocks are converging at pivot points

    After the stock market rebounded to record-high levels after a peace treaty announcement last week, Vijay Marolia, chief investment officer at Regal Point Capital and the founder of Dharma Investing LLC, looks at how the market is responding to the flip-flop in new that the waterway is closed again, awaiting peace talks, and discusses whether investors should expect the market to take off once there is clarity on the war. With earnings season off to a hot start, Vijay talks about what he is expecting from some popular consumer, energy and financial stocks and whether earnings will be strong enough to power the market higher or weaker than guidance and, therefore, problematic. Plus, he looks at the business pivots of Netflix and Allbirds, two companies moving in very different directions.

    18 min

  7. Apr 13

    The Fed's tough spot, private credit's crisis and why fundamentals beat sentiments

    With consumer sentiment at record lows -- but consumer confidence improving ever so slightly -- in March, Vijay Marolia, chief investment officer at Regal Point Capital, discusses why feelings make headlines but fundamentals make for better investment prospects. That's why he's leaning into some of the market's most beaten down sectors, most notably the private-credit market, which has been hammered by market concerns over software companies losing the war against artificial intelligence issues. Marolia talks about how investors can pursue private-credit yields without being sucked into the industry's troubles, and also covers how the Federal Reserve is torn between its dual mandate and what that likely portends for the economy.

    17 min

  8. Apr 6

    Finding the winners and losers in oil, IPOs and outer space

    Volatility in the oil markets has changed investment opportunities, and Vijay Marolia says he has responded in several ways, from going long on oil futures using a popular ETF to shorting airline stocks. Marolia, the chief investment officer at Regal Point Capital, talks about the benefits and pitfalls to hunkering down and trying to avoid the market until headlines settles, but also talks about the exciting investment opportunities opening up in space and space-related technologies, including his latest take on the SpaceX IPO initial public offering that is expected to value the company at $2 trillion this summer.

    12 min
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Ratings & Reviews

5
out of 5
4 Ratings

About

Veteran market observer Vijay Marolia of Regal Point Capital covers the biggest financial/economic takeaway from last week, the story to anticipate this week and one thing investors should add to their watch list. Hosted by Chuck Jaffe of "Money Life," it's a fun, fast-paced, frenetic journey through "this, that and the other thing" to fire up your finances for the week ahead.

Information

  • Creator
    Vijay Marolia
  • Years Active
    2025 - 2026
  • Episodes
    25
  • Rating
    Clean
  • Copyright
    © 2025
  • Show Website
    The Week That Is

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