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WSJ's Take On the Week

News

WSJ's Take On the Week

The Wall Street Journal

Can Hot Consumer Companies Like Oura and Whoop Make Good IPOs?

June 28, 2026 5:00am 41 min

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos dig into this past week’s tech selloff and how the market’s volatility reflected serious questions about spending for the AI bui...

​How Big Tech’s Financials Obscure the True Cost of the AI Buildout

June 21, 2026 5:00am 31 min

In this week's episode of WSJ’s Take On the Week, host Telis Demos and Heard on the Street columnist Jonathan Weil sit down with Kevin Koharki, principal at CAE Consulting and professor at Purdue University, to pull back...

The Hidden Risks of Buying Into Mega-IPOs Like SpaceX

June 14, 2026 5:00am 35 min

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos break down the historic launch of SpaceX, the biggest initial public offering ever, which priced at $135 a share before popping ...

NYU’s ‘Dean of Valuation’: Elon Musk’s SpaceX Isn’t Worth $1.77 Trillion

June 07, 2026 5:00am 38 min

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos break down the unconventional lead-up to the SpaceX IPO. They examine the rocket maker's choice to propose a single price of $13...

Why This Ex-Trump Economist Says the Fed Needs to Raise Interest Rates

May 31, 2026 5:00am 32 min

In this week's episode of WSJ’s Take On the Week, co-host Telis Demos is joined by Heard on the Street editor Aaron Back to discuss the economy, inflation, and the appointment of the new Federal Reserve chairman Kevin Wa...

From Walmart to Wall Street: Who Is Really Winning in This Economy?

May 17, 2026 5:00am 34 min

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos analyze the K-shaped economy, contrasting flourishing corporate capital expenditures—driven by massive AI investment from compan...

Billionaire Investor on the Data Center Boom and Oil's Breaking Point

May 10, 2026 5:00am 35 min

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos discuss what’s beyond the surge in semiconductor companies like Broadcom and Micron. They examine economist Ed Yardeni’s "Buzz L...

Josh Brown’s ‘HALO’ Stocks Strategy: Investing in What AI Can’t Replicate

May 03, 2026 5:00am 37 min

In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried examine the shifting power dynamics at the Federal Reserve as Kevin Warsh’s chair nomination moves toward confirmation. Then, th...

Prediction Markets: Investing, Gambling or a Haven for Insider Trading?

April 26, 2026 5:00am 36 min

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos look at why the Magnificent Seven stocks—including Microsoft, Meta, and Google parent Alphabet—are losing their luster. Are inve...

Why This Economist Says Immigration Crackdown is Reshaping U.S. Job Growth

April 19, 2026 5:00am 33 min

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos take off with a conversation on airlines. Alaska, Southwest, United and American are all reporting this upcoming week. Telis and...

Why Carson Block Says AI and Passive Investing Could Break the Stock Market

April 12, 2026 5:00am 28 min

In this week's episode of WSJ’s Take On the Week, host Miriam Gottfried and guest host Peter Rudegeair are joined by prominent short seller Carson Block, CEO of Muddy Waters Capital, who explains how AI is poised to fund...

How Emerging-Market Bonds Can Hedge Against U.S. Market Volatility

March 29, 2026 5:00am 29 min

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos break down the math behind current oil price fluctuations and what the market is signaling about the duration of the Iran confli...

Will High Oil Prices Kill Demand? Why JPMorgan Says Book Your Travel Now

March 22, 2026 5:00am 32 min

In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried analyze the Federal Reserve’s latest decision to hold rates steady—and the surprising shift in market expectations toward a pote...

Why a Closed Strait of Hormuz Is a ‘Smoking Risk’ for Global Markets

March 15, 2026 5:00am 30 min

In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried discuss how attacks in the Strait of Hormuz are sending shockwaves through the markets and pushing oil prices higher. They analy...

Is Bitcoin Still 'Digital Gold'? How Investors See It Now

March 08, 2026 5:00am 33 min

In this week’s episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried discuss why a surge in oil prices following U.S. strikes on Iran is fueling fresh inflation fears, and how the potential for a s...

The Inflation Debate That Will Shape the Fed’s Plans for Interest Rates

March 01, 2026 5:00am 30 min

In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried are joined by Rob Kaplan, vice chairman at Goldman Sachs and a former Federal Reserve president, to break down some big topics i...

Could AI Disruption Fears Trigger a Software M&A Boom?

February 22, 2026 5:00am 29 min

In this week's episode of WSJ’s Take On the Week, co-host Miriam Gottfried and guest host Dan Gallagher, a tech columnist for Heard on the Street, chat with Jefferies software analyst Brent Thill about the recent turbule...

The Consumer Shock From Tariffs Isn't Over. When Will Prices Peak?

February 15, 2026 5:00am 29 min

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos are joined by Frances Donald, chief economist at Royal Bank of Canada, to break down the K-shaped economy, where different group...

Why This VC Says AI and Robotics Will Put Every Human Job at Risk

February 08, 2026 5:00am 33 min

In this week's episode of WSJ’s Take On the Week, our hosts Telis Demos and Miriam Gottfried get into why the market still hasn’t made up its mind on Kevin Warsh’s nomination as the Federal Reserve chair, and why gold an...

Will the Next Jobs Report Reveal the Real Cost of AI on Employment?

February 01, 2026 5:00am 33 min

In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried are joined by WSJ economics reporter Justin Lahart to discuss why gold has smashed records, and how global instability and the "...

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