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9 episodes
WSJ's Take On the Week
by The Wall Street Journal · English
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 Miriam Gottfried 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.
Latest episodes
All episodes
Can Everyday Investors Beat the Pros in an AI Selloff?
Whether everyday retail investors can outperform professionals during an AI-driven selloff, and how retail’s behavior has changed since 2020.
8 Nov 2026 · 28m · 15 chaptersTech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
Markets are repricing AI-related credit and “neocloud” financing. CoreWeave’s AI bond/loan selloff and other AI-linked debt moves reflect worries about the cost of capital and leverage, not a…
1 Nov 2026 · 33m · 14 chaptersHow AI Regulation Could Help the Public—and Investors Too
AI regulation and how it could protect the public while still supporting innovation and investors, plus a quick market update on AI-driven financing.
25 Oct 2026 · 34m · 11 chaptersWhat the Midterm ‘Affordability Election’ Means for Markets
The upcoming U.S. midterms and how “affordability” politics, inflation/interest-rate moves, and AI/data-center issues could affect markets and sector volatility.
18 Oct 2026 · 32m · 12 chaptersWhy Cash Is King in the Era of Higher Interest Rates
How higher (and potentially rising) interest rates change the value of holding cash, and what that means for investors and financial institutions—plus a practical discussion of treating cash as an…
11 Oct 2026 · 36m · 15 chaptersWhy the SEC’s Proposal to Get Rid of Quarterly Reporting Is Bad for Investors
The episode argues the SEC’s proposal to let public companies switch from quarterly Form 10-Q filings to semi-annual reporting would reduce timely disclosure, worsen investor protection, and…
4 Oct 2026 · 35m · 11 chaptersMaking Sense of Sky-High Treasury Yields
Why U.S. 10-year Treasury yields jumped to 5% (highest since 2007) and what could drive them higher or lower, including Fed policy expectations, term premium, oil/geopolitics, corporate bond…
27 Sep 2026 · 36m · 17 chaptersWill Real Estate Protect Your Portfolio if the AI Bubble Bursts?
Whether real estate/REITs can protect an investor’s portfolio if the AI bubble bursts, amid interest-rate uncertainty and shifting AI-related demand.
20 Sep 2026 · 35m · 18 chaptersA Breakthrough Cancer Vaccine Fueled a Biotech Rally. Can It Last?
Why biotech stocks (measured by SPDR S&P Biotech ETF XBI) have surged ~70% over the past year, and whether the rally can last.
13 Sep 2026 · 31m · 13 chaptersWe use cookies.They keep VO running smoothly and help us improve it. Privacy policy