Podcast Episodes
Back to SearchThe View From the C-Suite and Trump’s Historic Fed Visit 4/24/25
Tractor Supply stores see 10 times more visitors per year than Disney World, Alaska Air’s recent IT outage will shave 10 cents off third quarter earn…
8 months, 2 weeks ago
Berkshire’s Buffett Premium, Bullish on Builders, and the Earnings Trade 7/23/25
Should the Buffett premium in Berkshire be there anymore? One long-time shareholder says no, while UBS’ senior insurance analyst says it was never th…
8 months, 3 weeks ago
Bessent Doubles Down, Trimming Tech, and Risky Munis 7/22/25
NEC Director Larry Lindsey weighs in on Treasury Secretary Bessent’s renewed call for a full review of the Federal Reserve. The old tech stock that’s…
8 months, 3 weeks ago
Delivering Gains, “Just Own Tech,” and the Microstrategy of Ether 7/21/25
Bernstein’s bullish on rideshare and delivery ahead of earnings. One health care strategist says we’re in the middle of the worst health care sector …
8 months, 3 weeks ago
Robinhood CEO, Netflix’s Ad Future, FICO vs. VantageScore 7/18/25
Ahead of President Trump signing the country’s first-ever piece of crypto legislation, Robinhood CEO Vlad Tenev joins us in a “First on CNBC” intervi…
8 months, 3 weeks ago
Trump’s Fed Goals, Netflix’s AI Potential, and a KO for Corn Syrup? 7/17/25
Dan Clifton of Strategas and economist Claudia Sahm dig into what a Powell-less Fed would mean for markets—and the lessons Sahm says America doesn’t …
8 months, 3 weeks ago
The Future of the Fed Chair and Private Assets Go into Retirement 7/16/25
President Trump denying reports he is set to fire Fed Chair Powell, but in the same breath also telling reporters he’s not ruling anything out. We di…
8 months, 4 weeks ago
Nvidia’s China Win, Crypto Week, and the New Battleground Stock 7/15/25
The Trump administration reverses course and allows Nvidia to sell AI chips to China. The C-Suite view on the importance of the GOP’s Crypto Week. Pl…
8 months, 4 weeks ago
The Exchange 7/14/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
8 months, 4 weeks ago
Nvidia’s Historic Week, Bitcoin’s Wild Ride, Pres. Trump Pivots on Putin 07/11/25
With Nvidia’s $4 trillion market cap milestone in the rear-view mirror for investors, what’s the next catalyst that could propel the stock toward its…
9 months ago