Podcast Episodes

Nvidia on Deck, Muddy Waters' New Long Position & Read on Retail 11/19/25

We break down the Nvidia numbers to watch after the bell with VC Lo Toney, and the only analyst with a sell rating on the AI giant. Short-seller Cars…

4 months, 3 weeks ago

Scaling Back on AI, Crypto Cools & 3 Names to Buy 11/18/25

The Street starting to split on hyperscalers with Rothschild & Co Redburn downgrading Microsoft and Amazon, while Loop upgrades Alphabet. Bitcoin tur…

4 months, 3 weeks ago

Tracking Nvidia Trades, Retail Wreckage, and AI Super PAC Spending 11/17/25

Options flashing a bullish, but cautious, signal ahead of Nvidia earnings. Bernstein sees near-term risk for the country’s biggest retailer. Plus, th…

4 months, 3 weeks ago

A Divided Fed, Bitcoin’s Breakdown & AI Anxiety 11/14/25

A December rate cut is looking less likely, but does the market need it for support?
Plus, Bitcoin is now off more than 20% from its record high, is t…

4 months, 4 weeks ago

Stocks Sink, Disney Disappoints & 'Lacing Up for Liftoff' 11/13/25

Stocks sharply lower as the tech sell-off persists, but one strategist says it's too early for an AI bubble. Disney shares on pace for their worst da…

4 months, 4 weeks ago

The Exchange 11/12/25

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…

4 months, 4 weeks ago

Shutdown Wind-Down, Big Gains for Small Names? & a Top Tech Pick 11/11/25

The shutdown may be coming to and end, but its impact will last a while longer. We look at the ripples across the markets, travel, and holiday spendi…

5 months ago

Senate's Shutdown Deal, a "Rare" Vote of Confidence, and 50-Year Mortgages 11/10/25

The government could reopen as soon as this week, according to one policy strategist. Deutsche Bank sees 20+% upside in MP Materials. Plus, are 50-ye…

5 months ago

OpenAI’s PR Debacle, Flight Disruptions & Home Improvement Headwinds 11/7/25

OpenAI executives are walking back comments that the government should serve as a backstop for the company. Is OpenAI's business model unsustainable?…

5 months ago

Layoffs Soar, Musk's $1T Pay Package & Retail Tariff Reversal? 11/6/25

October layoffs just hit a 20-year high. We look at what drove the cuts, and whether more bad news could be ahead. Plus, it’s a crucial day for Tesla…

5 months ago