As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.
US Markets Wrap: Ignore the Noise - How to Trade the Midterms and Overvalued Tech
Are semiconductor stocks stretched too far? Abe Sheikh, CIO, Cordoba Advisory Partners breaks down the latest market outlook, including why it might be time to short the chip rally and shares where investors can rotate into for better value.
Produced/Presented: Ryan Huang
Image: Geralt via Pixabay
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29 Apr 2026
US Markets Wrap: Oil Shock Meets AI Reality Check
Stocks pulled back from record highs as rising oil prices and the shock exit of the UAE from OPEC rattled sentiment. At the same time, concerns over slowing growth at OpenAI hit semiconductor stocks, raising fresh questions about the cost of sustaining the AI boom. Isaac Wakszol, CEO, Activest Wealth Management discusses with Big Tech earnings ahead, is this just a pause or the start of a deeper rethink?
Produced/Presented: Ryan Huang
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
28 Apr 2026
US Markets Wrap: Record Highs, AI Cracks, and the Geopolitical Gamble
The S&P 500 and Nasdaq Composite have scaled new summits, inching up to new record highs, but beneath the surface of this historic rally, a tug-of-war is emerging between robust corporate fundamentals and a thickening fog of global instability. Mark Giambrone, Head of US Equities and Portfolio Manager at Barrow Hanley Global Investors, to dissect the "Earnings Shield" protecting the markets from a fresh escalation in the Strait of Hormuz and stalled Iran peace talks.
Produced/Presented: Ryan Huang
Image: Geralt via Pixabay
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
Who has been a guest on US Markets Wrap
Names identified in recent episode analyses. Showing up to five guests.
John Lekas
Frank Cappelleri
Todd Rabold
Jason Britton
Ben Emons
Podcast Authority Score: 47 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
83
Social presence
0
YouTube
0
Engagement
27
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