WT WSJ's Take On the Week

Podcast

WSJ's Take On the Week

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...

Website ↗ Last published 1 November 2026 140 posts collected by Sputnik

Said on WSJ's Take On the Week

“One thing that's kind of a question mark over all of this is this notion that NVIDIA wants to promote that the chips are commodities. Jensen Huang, CEO of NVIDIA, has repeatedly talked about how these chips are quote-unquote fungible, almost as if they're a currency that you can just exchange from one thing to the next. That is to some degree true. … It's not always the case, though, because you have setups like Google's TPUs, for example.” — Asa Fitch, WSJ's Take On the Week
Asa Fitch · 1 Nov 2026 Listen →
“Capital is king. The capital window is wide open. People can raise money. Anthropic can, at least they hope. They're hoping to raise up to $100 billion in this IPO. So what matters now for these companies like CoreWeave, like Anthropic, like others, is capital.” — Asa Fitch, WSJ's Take On the Week
Asa Fitch · 1 Nov 2026 Listen →
“I wrote in a story last month that 49% of new investment-grade bond issuance so far this year has been AI-linked. So if your wealth advisor is out there telling you, oh, you need to buy more bonds, and then you also own the S&P 500, your entire portfolio is levered to AI. And so if there's a slowdown, if the bubble bursts, that's all you have.” — Miriam Gottfried, WSJ's Take On the Week
Miriam Gottfried · 1 Nov 2026 Listen →
“NVIDIA has a gross margin of greater than 70%. If you're NVIDIA's customer and you're paying this huge margin and you're a huge tech company with a lot of resources, you would be insane not to try to develop your own chips and save some money. … So they need an outlet where they have companies to sell to that aren't trying to replace them. And CoreWeave for NVIDIA is really the primary outlet for exactly that.” — Asa Fitch, WSJ's Take On the Week
Asa Fitch · 1 Nov 2026 Listen →
“But when I hear that they want to slow down, there's a degree of suspicion, which is if you really think you're building something harmful, you don't have an obligation to ship it, right? If Boeing has a door flying off mid-air, it doesn't need Airbus to ground its planes in order to figure out how to fix its problem, right?” — Jonathan Kanter, WSJ's Take On the Week
Jonathan Kanter · 25 Oct 2026 Listen →
“I think these big data centers look big, but they don't necessarily employ people. I challenge people all the time to think of a person that they know who's actually worked in a data center. And I don't think yet I've gotten a response for somebody outside the tech industry.” — Jonathan Kanter, WSJ's Take On the Week
Jonathan Kanter · 25 Oct 2026 Listen →
“Data centers become this proxy for all things AI, right? Where everyone seems to want guardrails. And then from the public standpoint, what is the closest tangible thing you have other than the bot in your phone? It's the data center that's being built down the road. Here's something I can do about my nervousness around AI. I can vote against this data center.” — Monica Guerra, WSJ's Take On the Week
Monica Guerra · 18 Oct 2026 Listen →
“Our three biggest competitors as a company are not other companies. They are actually three human traits, which are awareness, apathy, and inertia… You'd be shocked how many people haven't looked at their bank statements, don't know how much they're earning.” — Gary Zimmerman, WSJ's Take On the Week
Gary Zimmerman · 11 Oct 2026 Listen →
“An entire generation has grown up thinking that zero interest rates are normal. They are not normal, thinking that low mortgage rates are normal. They are not normal… So I think rates are not high and they're not low. They're just kind of average right now.” — Gary Zimmerman, WSJ's Take On the Week
Gary Zimmerman · 11 Oct 2026 Listen →
“If the Commission really wants to encourage and facilitate companies to go public, what they must do is to restrict the private offering rules. Companies today are able to maintain their privately held status for indefinite periods of time. For example, there are more than 1,000 unicorns in this country … and they can engage in private offering after private offering after private offering.” — Marc Steinberg, WSJ's Take On the Week
Marc Steinberg · 4 Oct 2026 Listen →
“So good institutions actually are very important because a good institution means that bad people still don't do a terrible job and good people do an even better job. And bad institutions are ones where even good people can do bad things.” — Frederic Mishkin, WSJ's Take On the Week
Frederic Mishkin · 23 Aug 2026 Listen →

Hosts

WSJ's Take On the Week is hosted by Telis Demos , Miriam Gottfried , Gunjan Banerji , Alex Frangos , Chelsey Dulaney and Lingling Wei .

Recent Episodes

  1. 1 Nov 2026

    Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?

    With Asa Fitch

  2. 25 Oct 2026

    How AI Regulation Could Help the Public—and Investors Too

    With Jonathan Kanter

  3. 18 Oct 2026

    What the Midterm ‘Affordability Election’ Means for Markets

    With Monica Guerra

  4. 11 Oct 2026

    Why Cash Is King in the Era of Higher Interest Rates

    With Gary Zimmerman

  5. 4 Oct 2026

    Why the SEC’s Proposal to Get Rid of Quarterly Reporting Is Bad for Investors

    With Jonathan Weil and Marc Steinberg

  6. 27 Sep 2026

    Making Sense of Sky-High Treasury Yields

    With Sam Goldfarb and Meghan Swiber

  7. 20 Sep 2026

    Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?

    With Jon Petersen

  8. 13 Sep 2026

    A Breakthrough Cancer Vaccine Fueled a Biotech Rally. Can It Last?

    With David Wainer

  9. 30 Aug 2026

    How AI Speculation Is Fueling the Small-Cap Stock Rally

    With Dan Rasmussen

  10. 23 Aug 2026

    What Fed Chair Kevin Warsh’s Jackson Hole Debut Means for Nervous Markets

    With Nick Timiraos and Frederic Mishkin

  11. 16 Aug 2026

    How to Make Inflation Work for Your Portfolio

    With Jill Cetina and Elise Terry

  12. 9 Aug 2026

    How AI Spending Is Fueling the Economy Overall

    With Ohsung Kwon

Guests

Spencer Jakab (5 episodes), Aaron Back (4 episodes), Justin Lahart (3 episodes), Nick Timiraos (3 episodes), Dan Gallagher (3 episodes), Hannah Erin Lang (3 episodes), Christine Short (2 episodes), Esther Fung (2 episodes), Mary Daly (2 episodes), Austan Goolsbee (2 episodes), Charles Forelle (2 episodes), James Mackintosh (2 episodes), and 157 more.