Podcast Episodes
Back to SearchWhen Doves Fly, Big Tech’s Big Bounce, and Cracks in the Consumer? 8/22/25
Fed Chair Powell paving the way for a September rate cut, sparking a rally on Wall Street and helping to boost tech after some rough sledding. We dig…
10 months ago
Fed Chair Candidate on the Record, Options Tea Leaves, and Flying Burritos 8/21/25
Former Fed Governor Larry Lindsey weighs in on the chance of a September cut. We look at where traders are buying the recent weakness in momentum sto…
10 months ago
Playbook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25
Barclays not expecting a September rate cut. Their strategist tells us how to play a potential Powell hawkish surprise at Jackson Hole. Target has a …
10 months ago
A September Skip, The Bullish Case for Viking Therapeutics, and Lassoing the Laggards 8/19/25
Why the Fed could skip a September cut altogether, despite higher inflation data. BTIG makes the case for sticking with Viking Therapeutics despite d…
10 months ago
Chips Under Pressure & Berkshire’s UNH Stake 8/15/25
Chip stocks under pressure following weak guidance from equipment maker Applied Materials. Intel the notable exception on a report that the U.S. gove…
10 months, 1 week ago
The Exchange 8/14/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
10 months, 1 week ago
The Exchange 8/13/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
10 months, 1 week ago
The Exchange 8/12/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
10 months, 1 week ago
The Exchange 8/11/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
10 months, 1 week ago
The Exchange 8/8/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
10 months, 2 weeks ago