WSJ's Take On the Week

The Wall Street Journal

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.

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127 episodes
Updated July 26

Episodes127

Newest first

Jun 8, 2025 · 27 min
Moody’s Chief Economist on Recession Fears and How Politics Shapes the Economy
On WSJ’s Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by looking at why rare earth magnets remain at the center of trade talks with China. Why are business leaders like Elon Musk and Jamie Dimon critical of President Trump’s tax and spending bill, and what does it mean for bonds and the deficit? Plus, we take a look at inflation ahead of this week’s CPI report. Later on the show, Mark Zandi, chief economist of Moody’s Analytics, gives his take on all the policy balls
Jun 1, 2025 · 28 min
JPMorgan's David Kelly on Why Investors Should Turn to Global Markets
On WSJ’s Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by diving into the latest tariff updates. What does the ruling from the U.S. Court of International Trade mean for investors? Plus, the co-hosts look ahead to the upcoming jobs report for insight on economic uncertainties, including what indicators may point toward a recession. Later on the show, David Kelly, J.P. Morgan Asset Management’s chief global strategist and head of the firm’s global market insights stra
May 18, 2025 · 27 min
What Weak Home Sales Mean for Investors
On WSJ’s Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried start the show off by diving into President Trump’s latest trade deals. They then get into the president’s push to cut drug prices and how pharmaceutical stocks reacted to the news. Telis and Miriam also talk about the slew of housing data and home-improvement stock earnings, including Home Depot and Lowe’s, expected this week and what it could tell us about the state of the housing market amid the spring home-buyi
May 11, 2025 · 23 min
Why This Harvard Economist Is Worried About the U.S. Dollar
On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the most recent Federal Reserve meeting and Chair Jerome Powell’s wait-and-see approach. They then get into Wall Street’s latest obsession: following shipping data for indications on how the economy is faring. The co-hosts also get into what to expect from Walmart’s earnings later this week and Warren Buffett’s remarks at the recent Berkshire Hathaway annual meeting. Later on the show, Harvard economist and former IMF
May 7, 2025 · 22 min
Bonus: Kyla Scanlon on Navigating Financial Advice on Social Media
In this special bonus episode of WSJ’s Take On the Week, co-host Telis Demos is joined by social-media content creator and economic commentator Kyla Scanlon, who has helped transform how younger generations, specifically Gen Z, are engaging with news about the economy and finance. Through platforms like TikTok, Instagram and Substack, Scanlon has cultivated a dedicated audience of more than half a million people by simplifying complex economic data with creativity and humor. Recognized for coin
May 4, 2025 · 29 min
Goldman Vice Chairman and Former Fed Official Kaplan on Rate-Cut Dilemma
Will the Federal Reserve cut interest rates this year? How is Fed Chair Jerome Powell and central bankers thinking about recent volatility in financial markets? Rob Kaplan, vice chairman at Goldman Sachs and former president and CEO of the Federal Reserve Bank of Dallas, joins WSJ’s Take On the Week. Co-hosts Gunjan Banerji and Telis Demos and Kaplan discuss the central bank’s tough task ahead to lower inflation. They also dive into President Trump’s recent remarks about Powell and the Fed indep
Apr 27, 2025 · 27 min
Can Buffett Bets Like Coke, Food Brands Recession-Proof Your Portfolio?
On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos start the show by discussing the divergence between consumer sentiment and hard economic data, and whether we’ll see any sign of market softening in the forthcoming jobs and GDP reports. Then, all that glitters IS gold. The co-hosts talk about gold’s recent all-time highs. They also dig into whether the Magnificent Seven trade may be on the downswing. Later on the show, Markus Hansen, portfolio manager and senior research analys
Apr 13, 2025 · 23 min
Consumer Spending Under Tariffs: Pimco Manager on What Investors Can Watch For
On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the markets' reaction to the latest developments in President Trump’s tariffs policies. They talk about the “buy the dip” trade and weigh in on “the stock market isn’t the economy” debate. The hosts also discuss what’s going on with Treasurys. Later on the show, Kris Kraus, a managing director and portfolio manager at one of the world’s largest bond managers, Pimco, joins the podcast to give us a pulse check on the hea
Apr 11, 2025 · 14 min
Bonus: Trump’s Tariff Backtrack Rocked Markets. What Do Investors Need to Know?
In this special bonus episode of WSJ’s Take On the Week, we dive into the most pressing questions for investors about tariffs and markets following the news of President Trump’s 90-day pause on some of his largest import taxes. Co-host Telis Demos is joined by two friends of the show, WSJ reporter Miriam Gottfried and investing columnist Spencer Jakab. They get into which sectors are most exposed to tariffs, how consumer-facing companies such as Restoration Hardware and car-parts sellers have be
Apr 5, 2025 · 28 min
What to Watch For This Earnings Season As Trump’s Tariffs Come Into Play
EARLY DROP!!! We know tariffs and markets are on your mind so we're dropping this episode ahead of time to give you even more time to plot out how to take on your week! On WSJ’s Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried get right into President Trump’s unveiling of his latest tariff policies. Then, they discuss the upcoming first quarter earnings results season. They talk about why they’re curious regarding what Delta Air Lines and used-car retailer CarMax have to
Mar 30, 2025 · 24 min
Recession vs. Stagflation and Jobs. Economist Weighs in on What’s Next
On WSJ’s Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried dive into the impending 25 percent tariffs that are set to be placed on global automotive imports to the U.S. Then, we explore what the bond market tells us and what a decrease in the U.S. Treasury yields means for investors. Plus, is the IPO market buzzing? Provider of specialized cloud-computing services, CoreWeave, is the latest company to debut for trading. With companies like StubHub, eToro, and Klarna also an
Mar 23, 2025 · 24 min
This Alternative Investor’s Take on How Trump Policies Weigh on Businesses
On WSJ’s Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried dive into a smorgasbord of forthcoming macroeconomic data that will illustrate how the economy is faring since President Trump’s inauguration. Then, Telis shares what investment bank Jefferies’s forthcoming fiscal-quarter report could tell us about the state of mergers and acquisitions on Wall Street. And it’s baseball season, folks! The co-hosts talk about the latest deal between the San Francisco Giants and priva
Mar 16, 2025 · 21 min
What Uncertainty From Trump’s Tariffs Means for the Fed, Interest Rates
The Federal Reserve is often a key player in the markets. Now with investors uncertain about the economic outlook and the general policy volatility of the Trump administration, people are closely watching whether the Fed and Chair Jerome Powell might ride to the economic rescue in the near future. In a special interview-only episode, WSJ’s Take On the Week co-host Telis Demos talks with Ed Al-Hussainy, global interest rate strategist at asset manager Columbia Threadneedle Investments, about what
Mar 9, 2025 · 23 min
Inflation, the Fed, Tariffs and Immigration. An Economist Weighs In.
The Consumer Confidence Index had its biggest drop in more than three years in February. We're at a crossroads moment in the economy. Uncertainty is back, according to financial experts and consumers alike. In a special interview-only episode, WSJ’s Take On the Week co-host Telis Demos talks with Seth Carpenter, Morgan Stanley's chief global economist, about where we are in the fight against inflation and what that means for the stock market, the Federal Reserve, and more. This is WSJ’s Take On
Mar 2, 2025 · 24 min
What Trump's Tariff Agenda Means for Markets
On WSJ’s Take On the Week, co-host Telis Demos talks with reporter Miriam Gottfried about what is driving a slide in 10-year Treasury yields. Then they get into the upcoming jobs report and whether any DOGE-related shakeups in the federal workforce could be reflected in the data. They also discuss the flurry of tariff-related developments ahead of a deadline this week for proposed taxes on imports from Canada and Mexico. Later on the show, Telis dives into what President Trump’s tariff agenda co
Feb 23, 2025 · 22 min
What to Know About AI and the Nuclear Power Trade
On WSJ’s Take On the Week, co-host Telis Demos talks with reporter Peter Rudegeair about this coming week's latest inflation gauge, the personal-consumption-expenditures price index, or PCE, and what’s going on with the price of eggs. Then they dive into what to expect from the slew of forthcoming housing data and what that could signal about mortgage rates. They also discuss Nvidia, Vistra and Constellation Energy earnings. Later on the show, Telis and Peter are joined by Chris Hansen, founder
Feb 16, 2025 · 21 min
Why Walmart Is Trading Like a Big Tech Stock
On WSJ’s Take On the Week, co-host Telis Demos talks with Aaron Back, WSJ’s Heard on the Street column editor, about the latest inflation report and what it could mean for the Federal Reserve. They also discuss upcoming earnings from Chinese tech company Alibaba and retail behemoth Walmart. Later on the show, Telis talks about all things retail with Dana Telsey, CEO and founder of Telsey Advisory Group, a brokerage firm focused on the consumer sector. They chat about what’s behind Walmart’s win
Feb 9, 2025 · 23 min
Is Bitcoin Buyer MicroStrategy Worth Its Premium Price?
On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the whiplash surrounding tariffs, including what could be next for the U.S. and China. They also get into the latest in the crypto world, from Coinbase’s upcoming earnings to the forthcoming confirmation hearing for Securities and Exchange Commission nominee Paul Atkins. Before turning to this week’s interview, they get into Robinhood’s back-peddling on launching Super Bowl betting contracts after regulators’ pushback.
Feb 2, 2025 · 21 min
The Anti-AI Investment: Why This Investor Is Betting Big on Sports
On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos start off the show with the latest on the surprise dark horse in AI, DeepSeek, and what the development means for companies like Microsoft and Meta. Then they get into the latest Federal Reserve interest-rate decision and news on the consumer spending front. Later on the show, the co-hosts dive into the world of sports investing—from the publicly traded Atlanta Braves, and Knicks’ and Rangers’ parent company Madison Square Garde
Jan 26, 2025 · 24 min
Investors' Big Question: Is the Fed Done Cutting Interest Rates?
On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss Wall Street’s reaction to President Donald Trump’s inauguration and his slew of executive orders. They talk about the president’s and his wife Melania Trump’s meme coins and the Stargate venture, an AI infrastructure plan led by ChatGPT maker OpenAI and global tech investor SoftBank Group. Later on the show, Gunjan and Telis tackle what might be the biggest question for investors right now: Is the Federal Reserve done c

WSJ's Take On the Week

Moody’s Chief Economist on Recession Fears and How Politics Shapes the Economy

JPMorgan's David Kelly on Why Investors Should Turn to Global Markets

What Weak Home Sales Mean for Investors

Why This Harvard Economist Is Worried About the U.S. Dollar

Bonus: Kyla Scanlon on Navigating Financial Advice on Social Media

Goldman Vice Chairman and Former Fed Official Kaplan on Rate-Cut Dilemma

Can Buffett Bets Like Coke, Food Brands Recession-Proof Your Portfolio?

Consumer Spending Under Tariffs: Pimco Manager on What Investors Can Watch For

Bonus: Trump’s Tariff Backtrack Rocked Markets. What Do Investors Need to Know?

What to Watch For This Earnings Season As Trump’s Tariffs Come Into Play

Recession vs. Stagflation and Jobs. Economist Weighs in on What’s Next

This Alternative Investor’s Take on How Trump Policies Weigh on Businesses

What Uncertainty From Trump’s Tariffs Means for the Fed, Interest Rates

Inflation, the Fed, Tariffs and Immigration. An Economist Weighs In.

What Trump's Tariff Agenda Means for Markets

What to Know About AI and the Nuclear Power Trade

Why Walmart Is Trading Like a Big Tech Stock

Is Bitcoin Buyer MicroStrategy Worth Its Premium Price?

The Anti-AI Investment: Why This Investor Is Betting Big on Sports

Investors' Big Question: Is the Fed Done Cutting Interest Rates?