Luke Kawa

Recent appearances

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  Everything in Markets Is Now Moving Incredibly Fast | Odd Lots

  October 01, 2026 · 📺 Bloomberg Podcasts

  The market is acting in ways that make it very hard to get a handle of what exactly is going on right now. The overall indices are surging. Many individual stocks are doing badly. Rates are rising, but the economy is still robust. There's capex spending and the AI trade. There's the war in Iran. And of course there's persistent inflation and the Fed's ongoing tightening cycle. On this episode, we speak with our former colleague Luke Kawa, who is now head of markets at Sherwood News. We go over all the big market themes, and he explains why the one consistent theme of this moment is the sheer s…

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  The Magnificent Seven Just Broke a Market Pattern

  September 09, 2026 · 📺 The Financial Exchange

  Luke Kawa of Sherwood News joins The Financial Exchange to break down the Fed’s upcoming rate decision, the unusual dynamics keeping the Magnificent Seven near record highs and why Oracle earnings could reveal much more about the strength of the AI boom. #federalreserve #magnificentseven #ai #stockmarket #oracle

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  Apple Just Declared War On OpenAI

  July 14, 2026 · 📺 Prof G Markets

  Ed Elson speaks with Alex Kantrowitz about what Apple’s lawsuit against OpenAI could mean for the startup’s hardware and IPO ambitions. Then, Luke Kawa returns to the show to break down South Korea’s leveraged ETF problem. Finally, Ed gives an update on Trump’s latest Strait of Hormuz strategy. Alex Kantrowitz is the author of the Big Technology newsletter and podcast. Luke Kawa is the Head of Markets at Sherwood News. Timestamps 00:00 - Intro 00:38 - Market Vitals 01:29 - Apple Sues OpenAI (ft. Alex Kantrowitz) 14:03 - Break 14:30 - SK Hynix & South Korea's KOSPI (ft. Luke Kawa) 23:22 - Bre…

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  The AI Trade Is Changing. Here's What Wall Street Is Missing.

  July 10, 2026 · 📺 The Financial Exchange

  AI stocks may be losing momentum, but the broader market is telling a very different story. Chuck Zodda sits down with Luke Kawa of Sherwood News to discuss why money is rotating instead of leaving equities, what that means for semiconductor stocks, and when investors will finally demand meaningful returns from the massive AI spending boom. #ai #stockmarket #semiconductors

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  The Stock Market Is Lying To You

  May 21, 2026 · 📺 The Financial Exchange

  The stock market is rallying, yet everyday Americans are feeling the pinch of high gas prices, inflation, and tighter budgets. How do we reconcile a booming market with a struggling "real" economy? Luke Kawa of Sherwood News joins the show to break down why the AI boom is currently "sucking the oxygen" out of the rest of the market. We dive deep into Nvidia's massive results, Anthropic's shocking profitability timeline, and how massive tech capital expenditure is driving up government borrowing costs, yields, and structural inflation. If you've been wondering why your personal financial si…

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  AI Stocks Are Back — But Can the Market Rally Without Them? | Luke Kawa

  December 18, 2025 · 📺 The Financial Exchange

  Luke Kawa of Sherwood News joins host Chuck Zodda to break down the latest moves in markets — from Micron’s blowout guidance to renewed momentum in AI-related stocks, shifting leadership, and the growing role of credit risk in the AI trade. The conversation digs into why AI demand continues to outpace supply, how Micron’s outlook is reshaping expectations across the semiconductor and memory complex, and whether the broader stock market can continue pushing higher if AI leadership weakens again. They also explore the implications of softer inflation, potential Fed rate cuts, and what recent s…

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  Bitcoin Erases 2025 Gains as Crypto Bear Market Deepens | Prof G Markets

  November 18, 2025 · 📺 Prof G Markets

  Ed Elson is joined by Sherwood News markets editor Luke Kawa to make sense of Bitcoin’s slide and the broader crypto bear market. Then Bill Cohan, founding partner of Puck News, joins the show to assess the first-round bids for Warner Bros. Discovery, which are due this week. And finally, Ed digs into why Berkshire Hathaway just snapped up roughly $5 billion worth of Google shares. Timestamps 00:00 - Today's Number 00:26 - Market Vitals 00:55 - Speculative Selloff (ft. Luke Kawa) 11:06 - Ad Break 12:22 - Warner Bros. Bids (ft. Bill Cohan) 22:11 - Ad Break 23:27 - Berkshire Buys Google 26:32 -…

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  Winners and Losers of the AI Boom

  November 12, 2025 · 📺 The Financial Exchange

  Chuck Zodda chats with Luke Kawa (Sherwood News) about AI valuations, if there is an AI bubble, and the winners and losers of the AI boom. #ai #stockmarket #investing

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  S&P 500 Posts Best Day Since May After China Tariff Selloff | Prof G Markets

  October 14, 2025 · 📺 Prof G Markets

  Ed Elson is joined by Luke Kawa, Markets Editor at Sherwood News, to discuss how the markets reacted to Trump’s latest tariff threat to China. Then, Ed and Scott break down JP Morgan’s new investments in critical industries. Finally, Ed examines OpenAI’s latest deal with Broadcom and why he doesn’t think we should be taking Sam Altman’s statements seriously. Timestamps 00:00 - Today's Number 00:18 - Market Vitals 00:42 - China Tariffs 03:16 - Interview w Luke Kawa, Markets Editor at Sherwood News 14:47 - Ad Break 16:03 - JPM America First Investment 18:05 - Scott Calls In 📲 25:10 - Break 25…

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  What causes a CapEx boom?

  August 07, 2025 · 📺 The Financial Exchange

  Chuck Zodda chats with Luke Kawa, Markets Editor at Sherwood News, about the divergence in profit margin for market weighted and equal weight companies, the capex boom, and the recent market reaction to economic data releases.

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  Lots More With Luke Kawa on Memestock Mania 2.0 | Odd Lots

  May 24, 2024 · 📺 Bloomberg Podcasts

  Remember GameStop? The poster-child for 2021's memestock mania recently surged almost 5x in a matter of days — and it was all catalyzed by a few tweets from Keith Gill, aka "Roaring Kitty." So what's going on? How similar and how different was this move to what captivated the world's attention three years ago? On this episode of Lots More, we speak with Luke Kawa, markets editor at Sherwood Media, who was one of the first to chronicle the world of WallStreetBets and memestocks for Bloomberg News. He breaks down what we just saw and the lessons we can take away from it. See omnystudio.com/list…

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