Podcast Episodes
Back to SearchIs American Exceptionalism at Risk? 4/14/25
As the dollar falls and yields climb, we’re asking if this is the beginning of the end of American exceptionalism. Former Treasury Secretary Janet Ye…
8 months, 4 weeks ago
End of an Historic Week, BNY CEO on Banks, Retail’s Tariff Fight 04/11/25
The bond market is not backing down, but consumer sentiment is near historic lows. We’ll wrap up the latest data and look at how investors should pos…
9 months ago
Treasury Auctions and Tariff Actions 04/09/25
A strong 10-year Treasury auction pushing stocks higher at the top of the hour, but it was President Trump’s 90 day pause of some tariffs that sent s…
9 months ago
Tariffs, Treasuries, and Tech 4/8/25
Stocks lose steam as Trump team sticks by tariffs and a weak bond auction pushes yields higher. Plus, why Needham’s Laura Martin says things are goin…
9 months ago
Volatile Session on Wall Street 4/7/25
It’s been a wild day of swings in the market. From the Dow being down 1,700 points at the low, to up nearly 900 points at the high, we make sense of …
9 months ago
Increasing Recession Risk, TikTok Deadline Extended, and a Stealth Tariff Winner? 4/4/25
JPMorgan’s Chief Economist tells us why he upped his U.S recession risk to 60%. President Trump posting he’ll extend the TikTok sale deadline by 75 d…
9 months, 1 week ago
The Markets’ Tariff Tantrum 4/3/25
Stocks and yields both sinking after President Trump announced sweeping new tariffs. We dig into how we got here, what it means for Americans’ wallet…
9 months, 1 week ago
Tariffs and TikTok 4/2/25
As Wall Street awaits Trump’s tariff announcement, Wolfe Research’s Tobin Marcus says investors are underestimating one of their key features. But it…
9 months, 1 week ago
Trump’s “Big, But Simple” Approach, the Names Navigating Uncertainty, and the Politics of Shrimp 4/1/25
With a little more than 24 hours until Trump’s big announcement, Raymond James’ Ed Mills says the tariff talk is just getting started. The sectors an…
9 months, 1 week ago
Beaten Enough to Buy, The Stagflation Set-Up, and a Travel Trade-Down Boost 3/31/25
Tech under pressure again today, but two Mag 7 names are starting to look attractive according to Extel’s 2024 top-ranked portfolio strategist. Econo…
9 months, 1 week ago