Tim Seymour podcastit

Home Depot and Lowe’s love that we got hooked on renovation in lockdown, but, even if demand persists, inflation may put a dent in forecasts with delayed purchases, higher inventory, and lower margins.

Baseball fans and shareholders may disagree if there's a must-win game in August, but, regardless, Disney is positioned to win the long game.

Who do you listen to — Stevie Nicks or interest rates? Stevie puts on a better show, but Covid threw a Monkey Wrench into her concert plans, and it's more than Rumours to Southwest Airlines.

The infrastructure in Flushing may be collapsing (and we don’t mean roads and bridges), but, elsewhere, companies like US Steel are standing strong.

Great hair will only take you so far. It’s what’s under that matters. Robinhood’s brand looks good, but it isn’t as innovative as some may have you believe — especially compared to a Coinbase.

The Traveling Wilburys was a supergroup that failed to fully exploit the potential of its individual parts. Big tech companies like Amazon and Facebook have a lot in common.

It’s a different kind of Moneyball when Microsoft, Apple, and Google pitch earnings, and they’ve all got great arms, but the long game may be in Google’s favor.

We used to love them, but we had to kill them. Stocks like Netflix and Tesla don’t have the following they once had — but is it better to burn out than to fade away?

A Night at the Opera beats a bad day at the ballpark or a sell-off in the market. Is pain priced-in?

Can’t You Hear Me Knocking over the outstanding songs from Sticky Fingers? We apply its soundtrack to the markets as Wild Horses drag us into the weekend.

Schumer shoots, but can he score on cannabis? A state-by-state status quo is complicated, but it keeps the CPG monsters out of the game … for now. Is the Schumer cannabis bill the right bill for right now?

Housing, cars, hotel rooms — inflation is creating a hairy situation for consumers as the Fed trims the yield curve.

The five families of big cap tech are Microsoft, Google, Facebook, Amazon, and Apple, but are they making an offer we can’t refuse?

Amazon’s Vinyl-of-the-Month Club could be Columbia House without the hassle. Add e-commerce, AWS, and ever-increasing margins, and Amazon may be singing our song come earnings time.

Nike may have dropped the ball on All-Star jerseys, but they’re knocking it out of the park on earnings.

Citi Field and Bitcoin have something in common — they’re both electric. That’s a big plus in baseball, but a big negative in crypto where volatility is no longer shocking.

CDs have joined 8-tracks in the rear view, but vinyl is back. Could the market pre-Fed announcement make a comeback too?

We’ve got Spin Doctors on the radio, the pitcher’s mound, and at the Fed, and yesterday’s shot across the bow may be the first sign of a more aggressive Fed going forward.

The Fed blew it all Sky High and, last year, had a reason why. Today, on the other hand? Is Jerome Powell trying to do too much?

What do Boy George, deGrom, and the Fed have in common? They could all be considered MVPs. We’ll see how the Fed plays things this Wednesday.

Are investors flying too close to the sun, or are Apple, Amazon, Microsoft, Google, and Facebook golden tickets to the glass elevator?

We aren’t Holding Out for a Hero because the Fed is already here — but what happens when it leaves? Maybe we Never Can Say Goodbye.

FedEx and UPS aren’t having Fun, Fun, Fun at the moment, but Wouldn’t It be Nice if they could Hold On for One More Day?

Fun and fundamentals are often at odds, but, in a market that’s moved by messaging, both can make or break stocks.

In classic cop shows, the heroes and villains were obvious, but the lines are blurrier in a post-meme stock market.

The value of gold is always changing - just ask Andrew Gold, the man behind the ‘Golden Girls’ theme song. As the precious metal rises, is a market pullback coming?

As we salute the great Charlie Watts on his 80th birthday, we wonder if the market prefers a steady beat, or the more flashy and volatile style of a John Bonham.

A well-kept stadium tells the world that you’re ready to play ball, and an infrastructure investment could put General Electric and Boeing up to bat.

Two weeks ago the market was looking pretty Fragile, but with strong earnings, a tech rally, and continued liquidity, the Roundabout has taken us back to where we were.

Don’t ride the Bitcoin roller coaster if you’re below the height restriction, pregnant, or have a Heart of Glass. One Way Or Another, this volatility has to affect traditional markets.

Spin a tune for a great cause. When you Like or Play The Quarantine Blues, $5 will be donated to A Leg to Stand On, helping children with limb disabilities. Visit https://www.quarantineblues.net Benefits A Let To Stand On (ALTSO) http://altso.org Play The Quarantine Blues on Spotify: https://open.spotify.com/track/4MgxVdfZKTBojVmfTLNOoj?si=c68bfb1b…

Major League team owners and Fortune 500 CEOs have a lot in common, but fans and shareholders probably don’t want to hear an excuse from either. Should a team owner give forward guidance like a CEO?

From CDC guidelines to C+C Music Factory, we’re wondering about a lift in the market. Was it algorithms and keywords or optimism on reopening? Either way, Disney plays the Best of Both Worlds with streaming and parks.

Once a band is inducted into the Rock & Roll Hall of Fame, they’re a part of it — sort of like how the Fed is a part of the market, whether it belongs there or not.

The market was down in early innings, but made a comeback. We’ve seen this game before, and it’s usually business-as-usual in a few days. Could the dollar’s status as a reserve currency be at risk?

Despite the S&P’s all-time highs, big names like Square, Peloton, Zoom, and The Trade Desk may find their multiples hard to live up to.

The Fed’s meddling (Feddling?) has created big problems in the labor market — and doubling down may be the only thing that works.

We may spend May The Fourth trolling Star Wars fans, but we can’t deny that the Force is strong with Disney acquisitions.

The Beatles is to record collections as Apple is to portfolios, but the best record collections are diversified. Can you make a case for Wings over The Beatles? Can anyone?

Bugs Bunny sends us down a rabbit hole on his 83rd birthday, and we consider CNBC Stock Draft picks. Ford, GM, Tilray … ACME?

Forget the NFL Draft. CNBC’s annual stock draft is where the action is. Tim has the number one pick, which is a wonderful position vs. competitors like Kevin O’Leary.

We’ve been grounded for so long that the hassles of flying might feel like a luxury, and, upon reopen, Delta is looking up.

Sometimes having a short term memory works out to your advantage — whether we’re talking sports or markets.

Today we celebrate the great Jack Nicholson’s birthday. His filmography is as good as it gets, but not flawless — which might also describe Chipotle, Tesla, and Netflix.

Archegos may have washed away, but the stocks commonly associated with it are riding a wave. Sometimes you have to wait until the tide comes in.

The date is 4/20, but times have changed. 2021 sees some highly profitable companies that weren’t fully baked in the days of Cheech & Chong, or even 2018 and 2019.

A change-up can reinvigorate a team, a band, or a streaming service, but Disney winning attention from Netflix could mean a changing of the guard.

We’re keeping our eyes on the road and our hands upon the wheel, but the market is walking tall to end the week.

Has the Fed blown it all sky high, by telling us a lie, without a reason why? It’s the song that consumers want to hear, but the hits don’t always keep coming.

Who are you? Whether you choose Coke or Pepsi, McDonald’s or Burger King, Goldman Sachs or Coinbase can say a lot. What we really want to know is The Stones or The Who?