Earnings season is off to a surprisingly good start. In fact, too strong says one of our guests. He’s bracing for earnings to drop 30 percent. He tells us why he so concerned, and the one sector he is bullish on right now. Plus, a lack of listings helping homebuilders to a near record share of the housing market. So if they have the edge, can you own them for the long run? We debate.  And, Google’s CEO says AI will impact every product and every company. We talk to two CEOs who will have a front row seat to those changes.

Producer prices are cooling sharply, while jobless claims are rising. We’ll explain why the economic slowdown could be closer than you think. Plus, the recent bank collapses are touching off concerns about systemic risk in the financial sector. But what if it doesn’t stop there? We’ll dig into some warnings signs. And, Bitcoin has surged back about $30,000 this year. But one key factor is missing in that climb. We’ll reveal what that is, and why it has one analyst very concerned about a crunch.