Podcast Episodes
Back to SearchRecord Highs & Trump’s Mega Bill 6/27/25
Both the S&P 500 and Nasdaq hitting record highs to close out a bullish week on Wall Street. Those gains thanks in part to the AI trade. Our trader t…
6 months, 2 weeks ago
The Future of the Fed, Tax Bill Headwinds, and Regional Bank Ripples 6/26/25
Mohamed El-Erian says it’s getting harder to believe the Fed is apolitical. President Trump’s mega bill hits a snag in the Senate. Plus, what Zohran…
6 months, 2 weeks ago
Beware the Rally, Nvidia Hits a Record High, and the Mamdani Movers 6/25/25
Have stocks run too far too fast since the April tariff sell-off? How much further could Nvidia run after hitting a fresh intraday high? And what doe…
6 months, 2 weeks ago
The Case Against Cuts, Middle East Policy Repercussions, and the Weight-Loss Break-Up 6/24/25
Fed Chair Jay Powell standing pat on interest rates during his House testimony today. What the Israel-Iran conflict means for Trump’s mega bill. Plus…
6 months, 2 weeks ago
The Exchange 6/23/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
6 months, 2 weeks ago
Hot on Housing, (Mr.) Beast Mode, and Rick Perry Talks Iran 6/20/25
The housing names one value investor says present big opportunities. Netflix is in (Mr.) Beast mode, according to Wells Fargo. Plus, Former Energy Se…
6 months, 3 weeks ago
Countdown to Fed Decision, Sen. Warren on Fed, Iran & More, and AI’s Talent Battle 6/18/25
Ahead of the Federal Reserve’s decision on interest rates, we look at what’s at stake and what to expect from today’s projections. Plus, Senator Warr…
6 months, 3 weeks ago
DC Drama, The Fed Decision, the Deflationary Effects of Tariffs 6/17/25
The Senate’s version of the budget bill sparking swift criticism from some GOP House members putting President Trump’s July 4th deadline in jeopardy.…
6 months, 3 weeks ago
Israel-Iran Latest, Oil Pares Gains, G7 Summit Kicks Off 6/16/25
Stocks are bouncing back from Friday’s drop amid reports of de-escalation. Oil prices paring their gains as well, but the threat of a price spike cou…
6 months, 3 weeks ago
The Exchange 6/13/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
6 months, 4 weeks ago