WSJ Heard On the Street

Get the analysis you need to stay ahead of the headlines and markets. Listen to stock and company news, share prices, financial insights and commentary on global investing from The Wall Street Journal's Heard on the Street podcast team.

Business
Investing
26
Trump's Business Friendly Cabinet Isn't Everything
First, Justin Lahart joins Miriam Gottfried and Spencer Jakab to discuss Donald Trump's shareholder friendly cabinet picks and how that will affect stock prices. Then, Aaron Back explains why active managers at BlackRock were able to outperform ETFs in the post-election rally.
21 min
27
We May See Dow 20000 Again (and Again and Again)
With the market on the cusp of a huge milestone, Miriam Gottfried and Spencer Jakab talk about why Dow 20000 matters to investors. Then Stephen Wilmot joins the show from London to discuss the growing electric car market and why its future goes beyond Telsa.
26 min
28
Why Corporate Insiders Sell Into the Trump Rally
InsiderScore's Ben Silverman joins Miriam Gottfried and Steve Russolillo to weigh in on noteworthy stock sales by corporate insiders since the election of Donald Trump. Then Miriam talks with Steve and Spencer Jakab about whether retailers' low inventory levels are helping them avoid discounts.
20 min
29
Infrastructure Stocks Overheated
Spencer Jakab joins Miriam Gottfried and Ken Brown to take a closer look at why the market might be overreacting to Trump's infrastructure plans. Then, Paul Davies explains why global investors are watching the fate of one Italian bank.
24 min
30
What Really Ails Big Pharma
First, Charley Grant joins Miriam Gottfried and Spencer Jakab to talk about why Eli Lilly's failed Alzheimer's drug is emblematic of the biggest problem facing the drugmakers. Then, Steve Russolillo discusses the latest indicator of how Americans consumers are feeling about a Trump presidency.
18 min
31
How Good Is Trump for Banks? It's Complicated
Heard on the Street's Aaron Back joins Miriam Gottfried and Steve Russolillo to talk about why the Trump rally for U.S. bank stocks may have been overdone. Then, Miriam discusses Facebook's recent revelations about flaws in its ad metrics.
20 min
32
Why Stocks Love Donald Trump
Justin Lahart joins Miriam Gottfried and Steve Russolillo to make sense of how investors are reacting to the prospect of a Donald Trump presidency. Then Aaron Back joins the show to discuss why the latest quarterly earnings report from Hertz Global Holdings shows signs of trouble for auto lending.
20 min
33
Pharma's Woes Go Beyond Election
Anjani Trivedi joins Miriam Gottfried and Ken Brown from Hong Kong to discuss the battle brewing at the top of Tata Sons, one of India's most prominent conglomerates, and the parent company of Jaguar and Land Rover owner Tata Motors. Then, Charley Grant weighs in on why the election is only one of many worries facing drug companies.
20 min
34
Making Money on the Time Warner Deal and in Europe
On the heels of the AT&T-Time Warner mega merger, Miriam Gottfried talks with Ken Brown and Justin Lahart about the regulatory outlook for the deal, and why there is an opportunity in Time Warner shares. Then, Richard Barley joins the show from London to argue that European stocks are finally posed for a rally.
22 min
35
How to Be a More Aggressive Passive Investor
Spencer Jakab joins Steven Russolillo and Aaron Back to discuss the rise of passive investing and how investors can benefit from it. Then, Charley Grant joins the show to discuss Tesla's latest big reveal and what it means for investors.
17 min
36
Wells Fargo: How to Repair Its Reputation
Aaron Back joins Steven Russolillo and Ken Brown to discuss the fallout from Wells Fargo CEO John Stumpf's departure and what the battered bank must do next. Then, Justin Lahart joins the show to explain an election outcome that investors are finally starting to take seriously.
18 min
37
The Election and Markets: Are Americans Confident?
Peter Atwater of Financial Insyghts joins Miriam Gottfried and Steve Russolillo to discuss what this year's election says about consumer confidence. Then, Justin Lahart joins the show to explain why stocks may actually be less expensive than they seem.
23 min
38
OPEC Cuts: Believe Them When You See Them
Spencer Jakab joins Miriam Gottfried and Steve Russolillo to explain why investors shouldn't read too much into OPEC's agreement to cut oil production. Then Paul Davies discusses what Deutsche Bank can do to win back investors after mounting concerns about its financial health.
20 min
39
Bank of Japan Forays Deep Into Uncharted Territory
First, Justin Lahart joins Miriam Gottfried and Steve Russolillo to break down what the latest meetings from the Fed and the Bank of Japan mean for investors. Then, Dan Gallagher explains why the fallout from Samsung's smartphone recall won't necessarily mean good things for Apple.
19 min
40
Is Wells Fargo Still Main Street's Favorite Bank?
Wall Street Journal banking editor David Reilly joins Miriam Gottfried and Ken Brown to discuss whether the worst is over for Wells Fargo's stock after a rough week of headlines. Then, Richard Barley joins the show from London to talk how investors may be in for a rude awakening as the tides begin to turn for global bond prices.
19 min
41
Apple's iPhone 7: Good Enough for Now
The Wall Street Journal's Dan Gallagher joins Steven Russolillo and Justin Lahart to discuss Apple's new iPhone and whether enough has changed for people to upgrade their devices. Then, Spencer Jakab talks about what the looming end of the natural-gas boom could mean for investors.
18 min
42
What You Missed If You Sold in May
First, Dan Gallagher joins Miriam Gottfried and Spencer Jakab to talk about whether Salesforce's acquisition-fueled growth strategy is working and whether it will continue. Then, Ken Brown discusses why the summer may not have been as quiet as it seemed for the markets.
18 min
43
How Mylan's EpiPen Fight Could Sting Investors
Charley Grant joins Miriam Gottfried and Ken Brown to talk about the public scrutiny Mylan is facing over its pricing of EpiPen--and how a tweet from Hillary Clinton sent things into overdrive. Then, Anjani Trivedi joins the show to discuss why investors are turning to risky emerging-market bonds in the global quest for yield.
18 min
44
Morgan Stanley Activist: Turning Point for Banks?
Aaron Back joins Miriam Gottfried and Spencer Jakab to to discuss how ValueAct's praise for Morgan Stanley could signal a turnaround in investor attitudes toward major U.S. banks. Then, Alex Frangos talks about China's link to Shenzhen and the risk it creates for foreign investors.
18 min
45
The Mad, Mad, Mad, Mad World of German Bonds
Richard Barley joins Miriam Gottfried and Spencer Jakab to talk about why investors are snapping up a strange new breed of German zero-coupon bonds. Then, Steve Russolillo discusses the downward spiral of department stores and whether companies such as Macy's and Kohl's can save themselves.
17 min
46
What U.S. Tech Can Learn from Uber's China Retreat
Justin Lahart joins Miriam Gottfried and Ken Brown to talk the strange thing happening with inflation. Then, Alex Frangos discusses Uber's sale of its China operations to Didi Chuxing and why U.S. tech companies have had so much trouble succeeding there.
18 min
47
Facebook Crushes Earnings
In a heavy week of tech earnings, Heard on the Street examines how Facebook defies the law of large numbers. Plus, a look at what the Fed might have in store for the rest of the year. Is it getting ready for another rate increase?
17 min
48
What the GOP's New Platform Means for Investors
First, a look at the GOP platform that surprisingly called for the revival of the depression-era Glass-Steagall Act. Plus, Elon Musk unveils his latest masterplan. The Heard on the Street podcast discusses what the Tesla CEO has up his sleeve now.
16 min
49
Why You're a Terrible Investor and Don't Know It
Spencer Jakab joins Miriam Gottfried and Steve Russolillo to talk about his new book, "Heads I Win, Tails I Win," which delves into the mistakes that even the smartest investors make and how to avoid them. Then, Dan Gallagher discusses how the Pokémon Go craze is bringing Nintendo back to life.
18 min
50
London Property Stocks in Brexit Bargain Basement
Stephen Wilmot joins Miriam Gottfried and Spencer Jakab from London to talk about finding bargains in U.K. property stocks. Then, Charley Grant discusses the issues that should actually be worrying investors amid the hubbub surrounding Tesla's autopilot problems.
17 min