The Daily Drawdown

Daily summary of the market, as told by CNBC.This feed was made with Podkey. It's based on the content from the following sources:- Closing Bell- CNBC's "Fast Money"- CNBC’s “Money Movers”- Halftime Report- Power Lunch- Squawk on the Street- Squawk Pod- The Exchange- Worldwide ExchangeCreate your own with Podkey at https://podkey.fm

The Daily Drawdown is a business podcast hosted by Podkey, with 101 episodes on record and a Required Pod Score of 80.

Podkey hosts The Daily Drawdown, a business show with 101 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The Daily Drawdown

  Agents, Power and the AI Bill

  Sep 29, 20265 min

  AI agents are moving from answering questions to handling work across your apps. The immediate questions are who controls them, who pays for the computing, and where the electricity comes from. Agents and accountability The business case and its price Power meets local politics Rates, breadth, and the consumer Canada trade escalation Sources: CNBC's "Fast Money" — Yields Spike As Consumer Confidence Drops… And Altman Weighs In On AI Pacing 9/29/26 Closing Bell — A Wild Day of AI Developments 9/29/26 Closing Bell — Closing Bell 9/29/26 Power Lunch — OpenAI DevDay, Jamie Dimon’s Op-Ed, Valley Bank CEO Interview 9/29/26 Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Meta Platforms 9/29/26 The Exchange — OpenAI’s Dev Day and A Shift for College Sports? 9/29/26 Halftime Report — Sam Altman Live at OpenAI Dev Day 9/29/26 Squawk Pod — Tech in DC: SEC Chair Atkins, Speaker Johnson & Senator Warren 9/29/26 Squawk on the Street — 11AM Hour: Carnival CEO on Earnings, Tech Sector Opportunity & OpenAI's Developer Day 9/29/26 Squawk on the Street — 10AM Hour: New AI Safety Warnings, MongoDB Interim CEO, Alaska Air Group CEO 9/29/26 2 more sources This podcast was created with Podkey. Make your own at https://podkey.fm

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  The Daily Drawdown

  Five-Percent Yields, Narrow Markets

  Sep 28, 20266 min

  The 10-year Treasury yield is above 5.2%, oil is climbing, and far more stocks are struggling than the major indexes suggest. The question is how long a handful of AI leaders can carry the load. Rates and market breadth Oil and rate pressure AI earnings and concentration Housing and the consumer Banks and deposit competition Space and industrial capacity Sources: CNBC's "Fast Money" — Rates Keep Rising… And The Quiet Playbook For A Noisy Market 9/28/26 Closing Bell — Closing Bell Overtime 9/28/26 Closing Bell — Closing Bell 9/28/26 Power Lunch — Nvidia’s Record Buyback, SpaceX Starship Rocket, Graco CEO Interview 9/28/26 The Exchange — Nvidia’s Security Push, Consumer Conundrum, and the Diesel Divide 9/28/26 Halftime Report — Will Rates & Oil Derail Stocks? The Investment Committee Shares Their Strategy 9/28/26 Squawk Pod — Jensen Huang on AI Safety & Bob Chapek on His Disney Ouster 9/28/26 Squawk on the Street — 11AM Hour: Renaissance Macro's Neil Dutta, Nvidia Shares Pop & SpaceX's Historic Launch 9/28/26 Squawk on the Street — 10AM Hour: Nvidia’s $150B Buyback, Mortgage Rate Outlook, Meta Pulls Back 9/28/26 Squawk on the Street — 9AM HOUR: Nvidia Adds $150B to Stock Buyback; Oil Prices and Yields Surge; MongoDB CEO Leaves for Meta 9/28/26 1 more source This podcast was created with Podkey. Make your own at https://podkey.fm

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  The Daily Drawdown

  High Yields, Narrow Leadership

  Sep 25, 20266 min

  Indexes are hovering near records while hundreds of stocks hit new lows. The gap matters more as Treasury yields climb. Market breadth and rates Portfolio and housing pressure Oil and Hormuz Trump–Xi summit AI business and execution Consumer and healthcare watch Sources: CNBC's "Fast Money" — Market Resilience Despite Surge In Yields… And Options Action Ahead Of Micron Results 9/25/26 Closing Bell — Closing Bell Overtime: Rising Yields Test the Market 9/25/26 Closing Bell — Closing Bell 9/25/26 Power Lunch — Power Lunch 9/25/26 The Exchange — Rate Hike Regret, Iran Negotiations, and Mortgage Mayhem 9/25/26 Halftime Report — The Run in Rates 9/25/26 Squawk Pod — A Trump-Xi Summit & Cathie Wood’s Investor Letter 9/25/26 Squawk on the Street — 11AM Hour: Microsoft Copilot EVP, Guardant Health CEO & Costco Jumps on Earnings 9/25/26 Squawk on the Street — 10AM Hour: Akamai CEO, Trump-Xi Updates, and AI Banks Risks 9/25/26 Squawk on the Street — 9AM HOUR: 5% Yields Watch; Tech Titans at Trump-Xi Dinner; Oracle's Data Center "Force" 9/25/26 1 more source This podcast was created with Podkey. Make your own at https://podkey.fm

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  The Daily Drawdown

  Higher Yields Test the AI Trade

  Sep 24, 20266 min

  The 10-year Treasury yield approached 5.2%, while the 30-year moved above 5.4%. Stocks are still near their highs, but the average stock is telling a much weaker story. The rate shock What the indexes conceal AI's cost of capital AI agents face a trust test Trade truce, unresolved risks Housing feels the squeeze Sources: CNBC's "Fast Money" — Meta’s Rally Keeps Rocking… And A Major AI Safety Warning 9/24/26 Closing Bell — Closing Bell Overtime: Global Bond Rout Continues 9/24/26 Closing Bell — Closing Bell 9/24/26 Power Lunch — Trump-Xi Summit, Navigating Higher Yields, Oracle’s ‘Force Majeure’ 9/24/26 The Exchange — Navigating Rising Rates and the Trump-Xi Summit 9/24/26 Halftime Report — Historic U.S.-China Summit: AI & Trade in Focus 9/24/26 Squawk Pod — Meta’s “Right to Win AI” & A Bond Market Rout 9/24/26 Squawk on the Street — 11AM Hour: U.S.-China Summit Today, Coldwell Banker Realty CEO & OpenAI Hacks Again 9/24/26 Squawk on the Street — 10AM Hour: China’s Xi Arrives at White House, Why A Diesel Export Ban Could Make Matters Worse, Fed’s Paulson Signals more Rate Hikes 9/24/26 Squawk on the Street — 9AM HOUR: Markets and the Trump-Xi Summit, Oracle Slides, Meta's New Products and "Muse-Mania" 9/24/26 1 more source This podcast was created with Podkey. Make your own at https://podkey.fm

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  The Daily Drawdown

  Five Percent Yields, AI Agents

  Sep 23, 20266 min

  The ten-year Treasury yield has crossed 5%, and markets are pricing a much tougher Fed path. That changes the math for stocks, housing, commercial property, and the companies borrowing to build AI. Treasuries reset the price of money Stocks lean on a narrow group The AI spending test Agents meet the real economy Households and businesses feel the squeeze Diesel exposes a supply bottleneck Sources: CNBC's "Fast Money" — U.S. 10-Year Yield Hits 19-Year High… And The Ripple Effects From Meta’s Muse 9/23/26 Closing Bell — Rates Go Wild 9/23/26 Closing Bell — Closing Bell 9/23/26 Power Lunch — Meta’s Muse Momentum, Qualcomm CEO Interview, The Future of AI 9/23/26 The Exchange — Yields Jump, A High-Stakes Visit, and Lefrak’s Real Estate Warning 9/23/26 Halftime Report — Playing the Rise in Oil and Yields: Your Next Move 9/23/26 Squawk Pod — Socialism Vs. Capitalism & Diesel Exports 9/23/26 Squawk on the Street — 11AM Hour: McDonald's CEO, Okta CEO & Trump-Xi Meeting on Deck 9/23/26 Squawk on the Street — 10AM Hour: McDonald's & General Mills CEOs, CFTC Chairman, & You Muse You Lose? 9/23/26 Squawk on the Street — 9AM HOUR: AI-Fueled Nasdaq Records, Meta's "Muse" Momentum, McDonald's CEO Exclusive 9/23/26 1 more source This podcast was created with Podkey. Make your own at https://podkey.fm

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