Podcast Episodes
Back to SearchTrump’s First 100 Days, Big Tech Earnings on Dec, Transport Recession Indicator 04/30/25
Today’s negative GDP print casting a shadow over President Trump’s first 100 days. We have the headlines from his cabinet meeting. Plus, the busiest …
8 months, 2 weeks ago
Auto Tariff Relief, The White House Attacks Amazon, and Commerce Secretary Lutnick Live! 04/29/25
The President is expected to sign an executive order providing some tariff relief for autos, but is it enough? We look at what is changing and how to…
8 months, 2 weeks ago
Supply Chain Shenanigans, the AI Open Market, Spotify on Deck 4/28/25
Are the warnings about empty shelves in a few weeks due to tariffs overblown? VC Bradley Tusk makes the case for keeping AI open and accessible acros…
8 months, 2 weeks ago
The Exchange 4/25/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
8 months, 2 weeks ago
Trade Talk Confusion, Another Ugly Housing Report & Tariffs hit Food Stocks 4/24/25
The messaging on trade talks is very different in Washington versus Beijing. We have the latest and look at how to position amid all the trade turmoi…
8 months, 2 weeks ago
The Exchange 4/23/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
8 months, 3 weeks ago
Bessent Boosts Stocks, Names to Buy Now, and Google’s AI Future 4/22/25
Treasury Secretary Bessent saying the current standoff between China and the U.S. is unsustainable, giving investors hope President Trump might back …
8 months, 3 weeks ago
Trump vs. Powell and Valuation vs. Domination 4/21/25
President Trump going after Jay Powell yet again, calling the Fed Chair a “major loser” and urging him to cut interest. Plus, Wolfe upgrading two en…
8 months, 3 weeks ago
“Too Late and Wrong,” & Chip Concerns 4/17/25
Jay Powell’s “termination cannot come fast enough,” according to President Trump. But can the President remove a Fed Chair? And if so, what would tha…
8 months, 3 weeks ago
Big Banks Beat & New Tariff Targets 04/15/25
Another beat for the big banks. Both Citi and Bank of America reporting better than expected results. We dive into the commentary coming out of both …
8 months, 4 weeks ago