Podcasts: Tuesday, March 2, 2021

Here’s what I’m listening to today at a minimum of 2.5x speed.

The Journal: Novavax’s Long Road to a Covid-19 Vaccine

The story about how Novavax went from a company on the bring of closure to one with perhaps the most potent Covid-19 vaccine on the planet.

Podcast page: The Journal

Post Reports: Biden’s Middle East Woes

Per U.S. intelligence agencies, Saudi crown prince Mohammed bin Salman approved the operation that resulted in the death of Washington Post columnist Jamal Khashoggi. President Biden faces significant challenges in the Mideast.

Podcast page: Post Reports

Thoughts on the Market: Mike Wilson – Positioning for Higher Interest Rates

Morgan Stanley continues to expect higher interest rates, lower valuations, and strong earnings. Wilson is looking at consumer and business services, travel and leisure, banks, material, and energy.

Podcast page: Thoughts on the Market

The Daily: The $1.9 Trillion Stimulus Plan

The details of the new stimulus bill, what poll respondents think of it, and how Senate Democrats and Republicans are likely to vote.

Podcast page: The Daily