WSJ's Take On the Week

• How to Navigate an AI Bull Market, With Tech Investor Imran Khan

  In this week's episode of WSJ’s Take On the Week, hosts Gunjan Banerji and Telis Demos start the show by digging into the meme-stock mania surrounding OpenDoor, Krispy Kreme and Kohl’s, and how the factors driving this are different from 2021. Then they get into President Trump’s latest trade deal with Japan and how it’s showing up in auto-sector trades. Plus, some economic talk ahead of the Federal Reserve’s meeting this week to discuss interest rates, and the release of the latest jobs report.  Later in the show, Imran Khan, founder and chief investment officer of Proem Asset Management, joins Gunjan to talk about the AI trade surrounding companies like Nvidia, Meta and Alphabet. Plus, Khan chats about how AI enthusiasm is driving market speculation, herd thinking in markets, and the value of private-market investments like OpenAI.  This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, 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 [email protected]. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or thevideo page of WSJ.com. Further Reading:  Kohl’s and Opendoor Headline a New Class of Meme Stocks  With Hectic Trading in Krispy Kreme and OpenDoor, Stocks Head for a Meme Reversion  Trump’s New Trade Standard Takes Shape With 15% Tariff Deal How Nvidia Became the World’s First $4 Trillion Company  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.  Sign up for the WSJ's free Markets A.M. newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Chicago Fed President Austan Goolsbee On Tariffs, Inflation and AI

  In this week's episode of WSJ’s Take On the Week, hosts Gunjan Banerji and Telis Demos are joined by Austan Goolsbee, president of the Federal Reserve Bank of Chicago and voting member of the 2025 FOMC Committee, to discuss the economy, inflation, tariffs, escalating trade wars and the Federal Reserve's approach to monetary policy. Goolsbee explains how the economic conditions and the Fed’s dual mandate of stable prices and maximum employment plays into his decision making on cutting interest rates. Plus, he discusses the potential for AI to drive long-term productivity gains but cautions against the risk of an "exuberance bubble" similar to the dot-com era.  This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, 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 [email protected]. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading  Latest Tariff Threats Could Delay Rate Cuts, Chicago Fed’s Goolsbee Says  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. Sign up for the WSJ's free Markets A.M. newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Chicago Fed President Austan Goolsbee on Tariffs, Inflation and AI | WSJ’s Take On the Week

  Chicago Fed President Austan Goolsbee joins WSJ’s Take On the Week to discuss the economy, inflation, tariffs and AI. Goolsbee shares the Federal Reserve's approach to monetary policy and a "golden path" where stable full employment and decreasing inflation would allow for interest rate cuts. Photo: WSJ Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Morgan Stanley Exec on the IPO Market and Robinhood’s Tokenized Stocks

  Arnaud Blanchard, global head of equity capital markets at Morgan Stanley, joins WSJ’s Take On the Week to discuss how recent IPO deals from companies like Chime and Voyager Technologies are helping the IPO market get a mild bump, where the market is expected to go in the second half of 2025, and if there is any potential of the market returning to 2021 highs.  Photo: WSJ Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Morgan Stanley Exec on the IPO Market, Robinhood’s Tokenized Stocks and More

  After a couple years in a slump, the market for initial public offerings has been stronger this year. In this week's episode of WSJ’s Take On the Week, host Telis Demos is joined by Arnaud Blanchard, global co-head of equity capital markets at Morgan Stanley, to discuss how recent IPO deals from companies like Chime and Voyager Technologies are giving the market a bump, where IPOs are expected to go in the second half of 2025 and if there is any chance of the market returning to its 2021 highs. Blanchard also shares what companies and sectors he thinks investors should pay the most attention to and whether he sees new offerings like “tokenized stocks” from brokerage upstart Robinhood as a threat to the IPO market.  This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, 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 [email protected].  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading  Wall Street Hangs On to Hopes for a Boom in Deals  Private Equity’s IPO Exit Doors Expected to Open Wide in Second Half  Chime Financial Is the Latest IPO to Soar in Debut  Voyager Technologies Rises in Debut, Signaling Improving IPO Market  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.   Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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