Podcast Episodes
Back to SearchTrump moves to fire Fed Governor Lisa Cook 8/26/25
President Trump moving to fire Federal Reserve Governor Lisa Cook, citing allegations of mortgage fraud. We spoke with another federal official locke…
4 months, 2 weeks ago
The Trade Ahead of Nvidia, Intel’s Government Stake, AI Adoption & the Future of Work 8/25/25
What the options market is saying about Nvidia’s post-earnings move. President Trump saying the government could take stakes in more companies. Plus,…
4 months, 2 weeks ago
When Doves Fly, Big Tech’s Big Bounce, and Cracks in the Consumer? 8/22/25
Fed Chair Powell paving the way for a September rate cut, sparking a rally on Wall Street and helping to boost tech after some rough sledding. We dig…
4 months, 2 weeks ago
Fed Chair Candidate on the Record, Options Tea Leaves, and Flying Burritos 8/21/25
Former Fed Governor Larry Lindsey weighs in on the chance of a September cut. We look at where traders are buying the recent weakness in momentum sto…
4 months, 3 weeks ago
Playbook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25
Barclays not expecting a September rate cut. Their strategist tells us how to play a potential Powell hawkish surprise at Jackson Hole. Target has a …
4 months, 3 weeks ago
A September Skip, The Bullish Case for Viking Therapeutics, and Lassoing the Laggards 8/19/25
Why the Fed could skip a September cut altogether, despite higher inflation data. BTIG makes the case for sticking with Viking Therapeutics despite d…
4 months, 3 weeks ago
Chips Under Pressure & Berkshire’s UNH Stake 8/15/25
Chip stocks under pressure following weak guidance from equipment maker Applied Materials. Intel the notable exception on a report that the U.S. gove…
4 months, 3 weeks ago
The Exchange 8/14/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
4 months, 4 weeks ago
The Exchange 8/13/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
4 months, 4 weeks ago
The Exchange 8/12/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
4 months, 4 weeks ago