Marketplace

@marketplace · Podcast

Latest segments

• Microsoft AI buyouts, 2026-10-30
  Reports Microsoft's 60,000 buyout offers
  Reports the scale of the Microsoft buyout offer and the Skydance voluntary layoffs, then hands the segment to two management professors on the mechanics: opt-in buyouts shift responsibility to the employee, top performers tend to take them, and investors still prefer forced cuts for their immediate savings.
• Tech stock sell-off, 2026-10-30
  Reads the closing numbers on the sell-off
  The daily numbers slot: the Nasdaq's 2.9% drop, the S&P's 1.8% and the Dow's 572 points, plus a weekly tally and a Hershey pop on Halloween candy demand. A straight read of the sell-off's close, no new ground.
• Tech stock sell-off, 2026-10-30
  Recaps the week's tech damage with analysts
  Wraps the week's tech selloff with three analysts: cloud units held up, but ads, e-commerce and PC components cracked, and investors are impatient for an AI payoff. A recap of the week's damage, with no new figure beyond Intel's 28.58% close.
• Fed holds at 3.75-4%, 2026-10-30
  Recaps the October meeting and Warsh's remarks
  Recaps the October meeting and Warsh's press conference, the trimmed rate-decision schedule and the post-blackout comments from three regional presidents. Stays inside what the week's coverage already had, plus a GDP and PCE recap.
• China Q3 GDP 4.5%, 2026-10-29
  Questions whether China is still a developing economy
  Uses the 4.5% third-quarter figure as a springboard into whether China is a developing economy: no universal definition, 78th on the UN Human Development Index, and Mao's 1974 three-worlds theory behind Beijing's self-identification. The growth number itself is a recap.
• Alphabet's Q3 miss, 2026-10-29
  Recaps the selloff through three academics
  Recaps the post-earnings selloff through three academics: Google now competes with OpenAI, Anthropic and Meta, AI overviews cannibalize its own ad clicks, and the drop is an overreaction given $63 billion in search revenue. Stays inside the day-one read.
• Jobless claims under 200K, 2026-10-29
  Interviews an economist on the low-hire market
  Brings on George Washington University economist Tara Sinclair to explain the low-hire, low-fire market behind the claims streak. She puts the run at about five weeks and says the Fed is holding rates partly to avoid rocking the boat before the midterms.
• Q3 GDP first look, 2026-10-29
  Adds how consumers paid for the growth
  Leads the episode with the 3.4% GDP print, then goes to how consumers paid for it: the saving rate at 3.8% in September, down from about 5% a year earlier, and real spending flat on the month. Adds the September PCE deflator at 3.6% and the AI-wealth prop.
• Fed holds at 3.75-4%, 2026-10-28
  Interviews borrowers squeezed by the hold
  Leaves the FOMC statement to report the borrowing side: a hotel owner shelving $300,000 in upgrades, a Colorado bank's slower pipeline, and a Wisconsin manufacturer paying investors 8.5 to 10.5 percent after a bank turned him down. First-hand evidence of the tightening the Fed describes.
• Fed holds at 3.75-4%, 2026-10-28
  Reports the Fed's new deliberation meeting
  Opens the episode on the October hold and Warsh's refusal to explain it, then goes to the one new item from the press conference: a process change that turns one of eight annual meetings into a strategic deliberation, with two such meetings in 2028.
• JetBlue's wider Q3 loss, 2026-10-27
  Reads JetBlue's closing gain on its forecast
  Reads the day's closing numbers, including JetBlue up just under 19% on its upbeat profit forecast - a slightly higher figure than the 18% already on the record, with no new development.
• Bond yields hit highs, 2026-10-26
  Adds a term-premium model to the yield story
  Brings in an academic term-premium model: Immanuel Munch estimates the 10-year term premium nearly doubled over the past year, from about half a point to a full point, with Oxford Economics and UT Austin voices tying it to debt supply, Middle East war risk and less Fed transparency under Warsh.
• Global central banks turn hawkish, 2026-10-26
  Walks four central bank meetings and the split
  Walks through this week's four central bank meetings and finds the hike paths diverging: the Bank of Canada is expected to hike despite trade-war damage, France's unrest rules out an ECB move, and Mishkin says Trump's attacks make a Fed hike politically risky before the midterms.
• OpenAI and Anthropic IPO economics, 2026-10-26
  Reads Anthropic's S-1 on air
  Reads the newly dropped S-1 on air: the filing itself, the ANT ticker, a listing about a week before Thanksgiving, and the disclosure that capex and indebtedness will rise substantially. The raise and valuation are flagged as earlier reporting, not in the document.
• Kirby's wealth tax comment, 2026-10-23
  Recaps Holman's interview on the wealth tax
  Recaps Jordan Holman's New York Times interview with Kirby, with Holman saying he called for a 100 percent wealth tax because inequality has reached a dangerous level. It stays inside the interview already on the record, folded into a Fed-and-consumer panel.
• Oil tops $100, 2026-10-22
  Reports the physical shipping cost of crude
  Turns from the futures price to the physical cost of the war: a crude cargo to China now runs $35 to $40 a barrel against $2 to $3 before, and the IMF warns stockpiles are too thin to buffer new disruptions. Adds a fresh supply shock, the Exxon Joliet outage, pushing Great Lakes gasoline toward $5.
• Oil tops $100, 2026-10-22
  Recaps the day's market tape
  Opens with a two-minute market wrap: tech selloff on debt-funded capex, Middle East shooting pushing traders into Treasuries, and Brent up almost 4% to near $113. A recap of the day's tape that stays inside the week's oil coverage.
• Musk floats SpaceX-Tesla merger, 2026-10-21
  Recaps the merger talks and the case for it
  Recaps Musk's statement that SpaceX and Tesla are talking about a merger, then walks through the vertical-integration case: joint chip plant, Tesla batteries and solar for space data centers, SpaceX AI and satellite internet for Tesla cars and robots. Stays inside the merger story, adding only analyst framing on governance.
• GE Aerospace, Hasbro, Equifax earnings, 2026-10-20
  Reports from a game store on Magic cards
  Field piece from a Baltimore game store on why Magic: The Gathering drove Hasbro's quarter - pop-culture tie-in cards, adult collectors, a $5,000 single-card sale. It retells the Hasbro result already on the record and stays inside the demand story.
• SpaceX's first adjusted profit, 2026-10-20
  Rounds up post-bell results without figures
  Brief market roundup after the bell: reports that SpaceX posted its first profitable quarter as a public company, alongside Netflix's 12 percent revenue growth, its slowest in three years. The SpaceX result confirms the consensus call without figures.