WSJ's Take On the Week
Hosted by Miriam Gottfried & Telis Demos · 8 decoded episodes · newest Oct 4, 2026
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.
Episodes 8
- Oct 4, 2026 · 35 minSEC proposal could widen America’s disclosure gapReplacing quarterly reports with semiannual filings could reshape how investors detect bad news, price risk, and judge corporate performance.
- Sep 27, 2026 · 38 minWhy Treasury yields rose—and what could push them higherLong-term borrowing costs now depend on more than Federal Reserve policy, with inflation, deficits, investor demand, and economic strength all reshaping the outlook.
- Sep 20, 2026 · 37 minREITs test their defensive case as AI enthusiasm coolsThe episode weighs whether dividends, limited supply, inflation sensitivity, and improving earnings can offset REIT exposure to rates and property-specific risks.
- Sep 13, 2026 · 32 minBiotech’s rally tests the promise of cancer breakthroughsInvestors must decide whether excitement around cancer vaccines, AI and new drug platforms reflects durable growth or inflated valuations.
- Aug 30, 2026 · 31 minAI speculation lifts small-cap stocks as investors reassess riskThe small-cap rally may reflect more than an economic rotation, with AI enthusiasm, biotech optimism, credit conditions and thin trading amplifying speculative gains.
- Aug 23, 2026 · 34 minWarsh’s Jackson Hole debut tests Fed credibilityKevin Warsh’s first major speech as Fed chair could clarify how the central bank balances inflation control, transparency, political pressure and nervous bond markets.
- Aug 16, 2026 · 37 minTIPS offer inflation protection, but CPI changes complicate the betPersistent inflation and possible changes to the inflation measure could reshape how investors choose between TIPS maturities, cash, and I bonds.
- Aug 9, 2026 · 35 minAI spending keeps growth alive as investors rotate toward consumersThe episode tests whether AI investment can sustain economic growth while temporary tariff refunds and uneven household finances reshape the consumer outlook.