Podcast Episodes
Back to SearchStocks Surge on Another Tariff Pause 5/12/25
Stocks rally after the U.S. and China agree to pause tariffs for 90-days ahead of further trade talks. Chips have their best day since early April, b…
11 months ago
Trade Deal Doubts, Cargurus CEO on Tariffs, Unhealthy Returns 5/9/25
Markets taking a breather after rallying on yesterday’s UK trade deal. We’ll dive into the concerns that are now cropping up. Plus, Cargurus is warni…
11 months ago
The Fed’s Next Move 5/7/25
In the hour before the Federal Reserve’s decision on interest rates, our panels of economists and investors weigh in on what to expect from Powell an…
11 months, 1 week ago
The Exchange 5/6/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
11 months, 1 week ago
Berkshire’s New Boss, The Tariff Two-Step, Silicon Valley “Vibes” 5/5/25
What Berkshire’s future will look like as Warren Buffett passing the torch to Greg Abel. The four countries one DC strategist says are poised for a t…
11 months, 1 week ago
Jobs Jitters, Epic Games CEO on Apple, and Will Tariffs Steal Christmas? 5/2/25
The labor market stronger than expected in April, but can the momentum last? Epic Games CEO Tim Sweeney takes a victory lap in his battle against App…
11 months, 1 week ago
The Fed’s Next Move, Musk’s Dilemma, and Apple’s Fee Fight 5/1/25
More signs of labor market weakness ahead of the April jobs report. Tesla reiterating its confidence in Elon Musk. Plus, a federal judge says an Appl…
11 months, 1 week ago
Trump’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 …
11 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…
11 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…
11 months, 2 weeks ago