WSJ's Take On the Week – Details, episodes & analysis

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WSJ's Take On the Week

The Wall Street Journal

News

Business

Frequency: 1 episode/8d. Total Eps: 127

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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https://pcm.adswizz.com
133 shares
https://www.wsj.com/news/heard-on-the-street?mod=WSJ_TOTWPOD
85 shares
https://www.wsj.com/?mod=WSJ_TOTWPOD
80 shares

https://www.youtube.com/@WSJPodcasts/podcasts
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https://www.youtube.com/watch?v=DsNcMlmTiHM
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https://www.linkedin.com/in/telis-demos-b88b741
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https://www.linkedin.com/in/miriam-gottfried-9a92934/
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Score global : 63%

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The Buried $150B Bet Inside the Top 20 U.S. Stocks

Episode 127

Sunday, July 26, 2026 • Duration 32:30

In this week's episode of WSJ’s Take On the Week, host Telis Demos and guest host Spencer Jakab, the Wall Street Journal’s investing columnist and writer of the Markets A.M. newsletter, are joined by Kaitlin Hendrix, asset allocation research director at global investment firm Dimensional Fund Advisors, to decode investors, surging interest in private markets.

They break down how investors may already have exposure in their investment portfolios to private companies like Anthropic, Stripe and Flipkart, through holdings in companies like Alphabet's Google, Amazon and Nvidia. Hendrix explains why your public index fund might already provide the diversification you’re looking for, without the high fees. Plus, Jakab explains the way that big tech’s private company investments are boosting earnings to near-unprecedented levels.

This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com.

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com

Further Reading

Earnings Forecasts Are on Steroids

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.

Follow Miriam Gottfried here and Telis Demos here.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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How This $150B+ Wall Street Strategy Could Lower Your Taxes

Episode 126

Sunday, July 19, 2026 • Duration 34:47

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos are joined by Brent Sullivan, founder of Tax Alpha Insider, to dive into a hot, over $150 billion investing strategy called “tax-aware long-short.” This strategy aims to help wealthy investors beat the market while lowering their tax bill by using leverage and short selling to actively harvest losses. Sullivan breaks down how this compares to other forms of tax-loss harvesting and whether the strategy is worth the risk (and cost) for the average investor. He also explains other ways investors can implement tax-aware investing in their own portfolios.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com.

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com

Further Reading

Stock Gains Without All the Taxes? How the Hottest Trade on Wall Street Works

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

Episode 117

Sunday, May 3, 2026 • Duration 35:43

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, they break down some of the biggest earnings reports from this week, including private markets giants Apollo Management, KKR, and Sixth Street Specialty Lending. Plus, they look ahead to Disney and McDonald’s earnings, and talk about how these companies are keeping up with consumers.

Josh Brown, CEO of Ritholtz Wealth Management and co-host of The Compound and Friends podcast, explains his "HALO" framework—Heavy Assets, Low Obsolescence—and why the era of "capital light" software dominance is facing an existential threat from AI. Brown details why physical incumbents like Caterpillar, McDonalds, and Walmart are emerging as the preferred AI trades, as investors seek refuge in companies with physical moats that cannot be replicated by large language models.

This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com.

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com

BlackRock’s Rick Rieder on Bitcoin, the Fed and His Big Worry in 2024

Episode 27

Thursday, February 15, 2024 • Duration 24:01

BlackRock’s Rick Rieder leads the $10 trillion asset manager’s global asset allocation team and he’s excited about a return to normalcy in 2024. He’s expecting strong economic growth and he’s hoping the Fed will speed up its interest rate cuts this year. Plus, he explains why he likes bitcoin and what his big worry is right now.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Will DoorDash Deliver the Economy a Romantic Dinner this Valentine’s?

Episode 26

Sunday, February 11, 2024 • Duration 21:08

Why will DoorDash’s earnings report deliver a better check-up for the U.S. economy than Marriott, Coca-Cola and Kraft-Heinz this week? Because the affordable luxury of food delivery is a great barometer for how much Americans are still willing to spend. Jason Helfstein, Oppenheimer and Company’s managing director and head of Internet research, tells us why he’s giving the stock a buy rating and how he thinks the latest changes to minimum wage laws will affect stockholders. And it’s still all about inflation. WSJ markets reporter Eric Wallerstein joins us to break down why this week’s CPI inflation report could really move markets. Plus, Valentine’s Day is on the way, which for many means gifts. We look at which sector might see a boost from the holiday of love.

Further Reading

As CFOs Prepare for an Unpredictable 2024, Here’s What Tops Their Checklists

Investors Are Almost Always Wrong About the Fed

Why Inflation Is Rising Again: Breaking Down the December CPI Report

11 Valentine’s Day Gifts to Warm Her Heart (and Everything Else)

For more coverage of the markets and your investments, head to WSJ.com.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What Shifting Consumer Habits Mean For CVS, Pepsi, and Beyond

Episode 25

Sunday, February 4, 2024 • Duration 19:25

This week, multinational food, snack, and beverage company, PepsiCo is set to release their fourth quarter financial results. The soda maker has made headlines recently after their products were removed from European supermarket chain, Carrefour. The split follows a recent announcement by PepsiCo's chief financial officer, Hugh Johnston, that the company is expecting to slow price hikes this year. Jeremy Goldberg, portfolio manager at Professional Advisory Services, joins us to share what these moves will mean for investors. Then, we're turning our attention to CVS Health Corp’s earnings this week. The retail pharmacy chain recently announced plans to close dozens of pharmacies inside Target stores as pharmacies struggle to grow retail profits. WSJ reporter Anna Matthews joins to share what this means for the company's future and what it says about the state of drugstores. We wrap up the show with a 'happy birthday' to Meta, which will be celebrating the 20th anniversary of Facebook later this week. Sal Rodriguez, WSJ's social media reporter, joins us to discuss what the tech giant may be looking forward to next.

Further Reading

PepsiCo, Grocery Giant Bicker Over Who Dumped Whom

CVS Is Closing Pharmacies Inside Some Target Stores

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What This Week’s Fed Rate Decision and Tax Season Means for Investors

Episode 24

Sunday, January 28, 2024 • Duration 18:31

This week, the Federal Reserve's rate-setting committee is expected to release a decision on interest rates. When will the central bank finally begin lowering rates? Former St. Louis Fed President James Bullard joins us to share his thoughts on the decision and what he thinks the Fed needs to prioritize next. Plus, ready or not, tax season is here. Tax filing season starts January 29 and we want to understand what this means for you and your investments. WSJ reporter, Laura Saunders, joins us to share what investors should be paying most attention to as they prepare their filings. Plus, we’re gearing up to enter Apple’s virtual world. The technology company is set to release their mixed-reality headset, Vision Pro, at the end of the week. The company also faces added pressures from Microsoft as the company briefly overtook Apple as the largest U.S. company by market value. Could virtual reality be what keeps Apple on top?

Further Reading

Stocks Fall on Rate-Cut Pessimism

Fed Posts Largest-Ever Annual Operating Loss

How Much Is the Standard Deduction and Should I Take It on My Tax Return?

How You Can Grab a 0% Tax Rate

For more coverage of the markets and your investments, head to WSJ.com.

How The White House is Prioritizing Economic Policies for 2024

Episode 23

Wednesday, January 24, 2024 • Duration 21:03

As we look ahead to what this year will hold for the markets, one question looming is the results of November's presidential election. While nothing is certain, it’s very likely that President Biden will be the Democratic nominee for president. So what can investors and everyday Americans who are thinking about their bank accounts, jobs and families expect from the rest of 2024 and the next four years if Biden is re-elected? To find out, we’re talking to Jared Bernstein, chair of the Council of Economic Advisors, an agency within the White House that gives the president advice on economic policy. Bernstein previously served as Biden’s chief economist during his first two years as vice president, from 2009 to 2011. In this bonus episode, we'll talk with Bernstein about jobs, the national debt, inflation, China and the trade war, and whether the U.S. economy needs more stimulus or some serious budget cuts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Are Things Getting Better For Businesses? NABE's Outlook for 2024

Episode 22

Sunday, January 21, 2024 • Duration 18:51

What are business owners' biggest worries and how are they feeling about the economy? This week, the National Association for Business Economics, or NABE, is expected to release its first survey of the year. We spoke with Constance Hunter – a senior adviser at MacroPolicy Perspectives and a past president of NABE – about how investors should be thinking about this data and what it could mean for the economy and financial markets in 2024. And, in our roundtable with WSJ reporters Sharon Terlep and George Downs we discuss Boeing's recent issues with its 737 Max jet and its upcoming earnings call.

Further Reading

Consumers Start 2024 on Strong Footing After a Jolly Holiday

Boeing’s Pile of Problems Gets Bigger as a Crucial Buyer Hesitates

Can Boeing Repair the $12 Billion Hole in Its Reputation?

Inflation Is Down, but It Wasn't 'Transitory'

For more coverage of the markets and your investments, head to WSJ.com.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will Home Prices Drop in 2024? What Zillow’s Co-Founder Sees Ahead

Episode 21

Sunday, January 14, 2024 • Duration 18:20

Zillow co-founder Spencer Rascoff joins us this week to talk about housing and the state of tech and investing in private markets. Although mortgage rates have fallen from their peak in 2023, there may not be enough inventory to bring in potential homebuyers. Rascoff tells us about what he sees as potential obstacles and successes for the housing market. And, as an entrepreneur and a venture capital investor who has co-founded some of the most well-known companies in the U.S., including Hotwire.com, Rascoff also tells us how he’s reading the markets as we get into 2024. Plus, the World Economic Forum begins this week. The annual meeting, held in Davos, Switzerland, brings together cultural, policy and business leaders "to shape global, regional and industry agendas." From AI to unexpected economic optimism, WSJ deputy editor in chief Charles Forelle will discuss what he’ll be looking for from the conference.

Further Reading

Investors’ Hope for 2024: A Return to Long-Lost Normalcy

The Hidden Force Pushing Mortgage Rates Down

Facing Housing Shortages, Cities Try Cramming More Units on Lots

Misinformation Seen as Top Global Risk in Year of Pivotal Elections

For more coverage of the markets and your investments, head to WSJ.com .

Hosted by Simplecast, an AdsWizz company. See for information about our collection and use of personal data for advertising.

WSJ's Take On the Week – Details, episodes & analysis

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WSJ's Take On the Week – Details, episodes & analysis

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