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Wall Street Breakfast

Seeking Alpha
Spacex
NVIDIA
Openai
Federal Reserve
Apple
Artificial Intelligence
Oil
Donald Trump
Iran
Alphabet
Meta Platforms
Netflix
Microsoft
Amazon
Micron Technology
Tesla
Anthropic
Cerebras Systems
Disney
Crude Oil

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb

PublishesDailyEpisodes1556Founded8 years ago
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NewsBusiness NewsBusinessInvesting

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Artwork for Wall Street Breakfast

Latest Episodes

Investors are downvoting Reddit (RDDT). (00:18) Anthropic (ANTHRO) finds an AI escape problem of its own. (01:33) Jersey Mike’s (JMKE) IPO lands with a thud. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Frida... more

Situational Awareness fund sells public equity bets to Citadel. (0:16) MarketAxess agrees to a buyout from Intercontinental Exchange. (2:08) U.S. economic growth slows in Q2. (2:29)

Show Notes

What’s the central bank Maradona Effect?

Episode trans... more

From one Jersey sub shop (JKME) to a $7.3B market debut. (00:14) Meta (META) is feeding AI—and starving free cash flow. (01:42) Starbucks (SBUX) stock perks up after an earnings beat. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links:

more

Fed holds, but three voters dissent. (0:16) Warsh says markets are ‘playing the ball.’ (1:43) Long-term yields soar. (2:20)

Show Notes

Stocks tumble on inflation worries

Episode transcripts seekingalpha.com/wsb.

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Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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People also subscribe to these shows.

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The Markets
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Investing Experts
Investing ExpertsSeeking Alpha

Recent Guests

Clem Chambers
Founder of A New FN
A New FN
Episode: We are in a bubble
Stephen Kress
Seeking Alpha's quantitative analyst
Seeking Alpha
Episode: SpaceX enters public orbit
David Keller
Analyst from Market Misbehavior
Market Misbehavior
Episode: SpaceX enters public orbit
Torsten Slock
Apollo Chief Economist
Apollo Global Management
Episode: AI job fears ease
Brian Stewart
Seeking Alpha's Director of News
Seeking Alpha
Episode: Wall Street Roundup: AI trade passes the baton
David Lout
Analyst at Courx Financial
Courx Financial
Episode: GDP revised down with inflation elevated
Joseph Rosuelis
Economist
Episode: GDP revised down with inflation elevated
Steven Winkleman
CEO of Lamborghini
Lamborghini
Episode: GDP revised down with inflation elevated
Brian Chesky
CEO, Airbnb
Airbnb
Episode: Summer travel meets FIFA fever

Hosts

Julie Morgan
Host of Wall Street Breakfast with Seeking Alpha affiliations; regular market wrap and updates.
Kim Kahn
Host of the segment and Wall Street Lunch; provides daily market updates and analysis.

Reviews

4.4 out of 5 stars from 2.9k ratings
  • Good and Concise

    and I love Julie Morgan's voice.

    Apple Podcasts
    5
    X@(gR99
    Germany16 days ago
  • Get new hosts

    I can’t listen to Julie Morgan’s intonation or Kim Ka’s voice. Shame because the info is good.

    Apple Podcasts
    1
    Naosoucriativo
    United States4 months ago
  • Content is good, voice is terrible

    Too early to bring AI to read a script with such weird inflections and it totally does not sound natural. A pity because the content is good…

    Apple Podcasts
    1
    RSM88
    Netherlands4 months ago
  • Voice

    Really like the five minute format. But what's with Julie Morgan's voice? Sounds like AI.

    Apple Podcasts
    3
    CosmoDahling
    United States9 months ago
  • Overall great, but...

    I like it, but try to slow down a notch and stop tossing too many numbers too fast. It makes hard to listen and digest the message.

    Apple Podcasts
    4
    Edxs
    Canadaa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Positive notes often highlight usefulness for quick decision-making and staying informed between longer analyses.
Listeners appreciate the concise, data-driven market briefings and fast pacing.
Many value the macro context and timely signal-driven updates, though some critique the delivery and voice quality.
Feedback shows mixed opinions on host delivery and audio quality, but content quality remains a frequent positive.
Some reviews call for more temperate pacing and fewer numbers per segment.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#5
United States/News/Business News
Apple Podcasts
#179
United States/News
Apple Podcasts
#3
Canada/News/Business News
Apple Podcasts
#15
United Kingdom/News/Business News
Apple Podcasts
#137
Canada/News
Apple Podcasts
#12
Australia/News/Business News

Talking Points

Recent interactions between the hosts and their guests.

Wall Street Roundup: AI trade passes the baton
Q: How might macro data, like the jobs report, impact AI stock momentum and the Fed's policy stance?
A stronger jobs market supports the case for continued rate hikes, which can put pressure on equities in general, but a robust tech sector showing AI-driven benefits could offset some headwinds; investors are watching for how AI contributes to long-term growth versus short-term volatility.
Wall Street Roundup: AI trade passes the baton
Q: Why is the AI trade seen as passing the baton to other players, and what does that mean for investors?
The market is moving from the earlier AI leaders to newer names whose AI-related growth is gaining momentum, with indicators such as server demand and AI spending supporting this shift, while some of the old leaders show signs of plateauing or high valuations.
Wall Street Roundup: AI trade passes the baton
Q: What have you been looking at this week? Earnings, has that been top of mind for you?
There have been a few notable earnings reports, with Broadcom and HPE delivering better-than-expected results but signaling different AI guidance. The broader theme is a shift in leadership within the AI trade as investors seek the next breakout stock, while macro factors like jobs data and inflation continue to influence policy expectations.
Wall Street Saturday: Shorting consumer stocks with George Noble
Q: Where are you at these days?
I'm focused on energy opportunities, believe the energy patch has strong long-term potential, and I'm cautious on bonds and traditional equity exposure given yields and inflation dynamics; I also see opportunity in gold and selective energy stocks, while remaining wary of overhyped tech valuations.
Wall Street Saturday: Shorting consumer stocks with George Noble
Q: Talk to us about this conference that's coming next week. Share with us some of the main insights that will be gleaned and given, and some of the biggest hitters that are going to be speaking, please.
The conference is dedicated to income investing with a diverse lineup of Seeking Alpha group leaders and external speakers; the aim is to provide a broad set of macro and micro insights to help investors navigate the current income environment and identify actionable ideas across energy, gold, and consumer stocks.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Wall Street Breakfast

What is Wall Street Breakfast about and what kind of topics does it cover?

Morning and afternoon market briefings focus on macroeconomics, earnings, and timely market-moving news across industries, with a steady emphasis on technology, AI, semiconductors, energy, and travel/hospitality trends. Recurring themes include policy actions, geopolitical developments, and corporate moves that shape investor sentiment, often paired with actionable takeaways for traders and portfolio managers. The format is concise, data-driven, and designed for quick decisions, with a track record of high information density and fast-paced delivery. Noteworthy strengths include strong macro-context integration, recurring guest appearances from industry insiders, and a consistent cadence that helps listeners stay ahead of market moves. Pote... more

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Which podcasts are similar to Wall Street Breakfast?

These podcasts share a similar audience with Wall Street Breakfast:

1. WSJ Minute Briefing
2. Thoughts on the Market
3. WSJ Your Money Briefing
4. The Markets
5. Investing Experts

How many episodes of Wall Street Breakfast are there?

Wall Street Breakfast launched 8 years ago and published 1556 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Wall Street Breakfast?

Recent guests on Wall Street Breakfast include:

1. Clem Chambers
2. Stephen Kress
3. David Keller
4. Torsten Slock
5. Brian Stewart
6. David Lout
7. Joseph Rosuelis
8. Steven Winkleman

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