Podcast Episodes

Washington's AI Warning, Sentiment Slump, and The "Least Ceasefire Ceasefire" 4/10/26

Washington's warning to banks about Anhropic's new Mythos model. Inflation hits a near two-year high, while consumer sentiment touches a record low. …

23 hours ago

The Exchange 4/9/26

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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1 day, 23 hours ago

Oil Slips, Stocks Rally & a Rate Cut is back in Play 4/8/26

Stocks rally as the U.S.-Iran ceasefire sends oil prices tumbling, but is the rally real? Plus, a fed rate cut is back on the table. We debate whethe…

2 days, 23 hours ago

Iran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26

Equities under pressure after President Trump ramped up threats against Iran ahead of his Strait of Hormuz deadline. Crude hits $116 a barrel, but S&…

3 days, 23 hours ago

Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26

The President’s Iran speech fails to soothe markets. Private credit jitters are back. Plus, where the market pullback is creating opportunities.

Host…

1 week, 1 day ago

The Exchange 4/1/26

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Hosted by Simplecast, an AdsWizz company. See pcm.ads…

1 week, 2 days ago

Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26

WTI crude hits a three-week high after Trump threatens to "obliterate" Iran's energy sources. Chinese manufacturers warn to brace for price hikes due…

1 week, 4 days ago

Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26

Mounting inflation concerns could put Trump's pick for Fed Chair in a bind.  The company Wells Fargo says is the "best-positioned" name in the AI rac…

2 weeks ago

U.S.-Iran Peace Talks, Memory Melt, and a Fed Hike? 3/26/26

Trump says negotiations have started, Iran denies that talks are taking place, but which one do markets believe? Memory stocks are under pressure aft…

2 weeks, 1 day ago

Chevron's California Warning, AI-Powered Drones, and OpenAI Shutters Sora 3/25/26

Chevron says California risks a fuel crisis unless the Iran war ends. Ondas CEO Eric Brock talks autonomous drone usage in the ongoing conflict. Plus…

2 weeks, 2 days ago