Podcast Episodes
Back to SearchApple’s Big Announcements, The Bull Case for Chips, and Under-the-Radar AI Plays 6/8/26
Apple’s highly-anticipated Siri AI fails to wow. Bank of America says when it comes to chips, it’s not about whether the returns will come—“it’s abou…
2 weeks, 2 days ago
The Exchange 6/5/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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2 weeks, 5 days ago
The Exchange 6/4/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Hosted by Simplecast, an AdsWizz company. See pcm.ads…
2 weeks, 6 days ago
The Exchange 6/3/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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3 weeks ago
The Exchange 6/2/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Hosted by Simplecast, an AdsWizz company. See pcm.ad…
3 weeks, 1 day ago
The Exchange 6/1/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Hosted by Simplecast, an AdsWizz company. See pcm.ads…
3 weeks, 2 days ago
“Dude, You’re Getting a Dell,” A Hiccup for the Space Race & A Dot-Com Moment without the Bubble 5/29/26
Dell shares are on pace for their best day ever as AI server revenue soars. A setback for SpaceX competitor Blue Origin puts the IPO back in the spot…
3 weeks, 5 days ago
Semis Outperforming Mag 7, Warsh’s First Move, SpaceX IPO Impact on Markets 5/28/26
Are semi stocks outperforming at the expense of the Mag 7? We’ll debate and look at how long that can continue. Plus, Komal Sri-Kumar joins us with h…
3 weeks, 6 days ago
The $1T Club, Cyber the New Semi & A Potential Rate Hike 5/27/26
SK Hynix joins Micron as the latest member of the $1 trillion club, but is bigger always better? Cyber security ETF BUG up 37% over the past two mont…
4 weeks ago
Micron’s $1T Move, Pope Leo’s AI Warning, Knicks Win & Potential Spin(off) 5/26/26
Micron crossing $1 trillion in market cap for the first time; how much room is left to run? Pope Leo calling for the “disarming” of AI, saying it thr…
4 weeks, 1 day ago