WSJ's Take On the Week

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How AI Spending Is Fueling the Economy Overall

August 09, 2026

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos dig into the shifting sentiment away from AI stocks and the pivot into consumer sectors. Are we heading into a new business-led economy, or will it continue to be a consumer-led economy?  Before that, the hosts analyze the fallout from SpaceX earnings report and break down the evolving appetite for potential future IPOs for companies like OpenAI or Anthropic. They also set the stage for earnings repor...

Why Oil Prices Could Hit a Breaking Point by Year End

August 02, 2026

In this episode of WSJ’s Take On the Week, co-host Telis Demos is joined by guest co-host and Wall Street Journal reporter David Uberti to break down the Federal Reserve’s latest moves, and what oil’s volatile pricing—exacerbated by the U.S.-Iran conflict—might mean for inflation and the Fed going forward.  Then, BCA Research’s chief commodities strategist Roukaya Ibrahim joins the show to break down what’s behind oil’s volatile pricing. They discuss what current geopolitical tensions mean f...

The Buried $150B Bet Inside the Top 20 U.S. Stocks

July 26, 2026

In this week's episode of WSJ’s Take On the Week, host Telis Demos and guest host Spencer Jakab, the Wall Street Journal’s investing columnist and writer of the Markets A.M. newsletter, are joined by Kaitlin Hendrix, asset allocation research director at global investment firm Dimensional Fund Advisors, to decode investors' surging interest in private markets.  They break down how investors may already have exposure in their investment portfolios to private companies like Anthropic, Stripe a...