Podcast Episodes
Back to SearchThe View From the C-Suite and Trump’s Historic Fed Visit 4/24/25
Tractor Supply stores see 10 times more visitors per year than Disney World, Alaska Air’s recent IT outage will shave 10 cents off third quarter earn…
11 months ago
Berkshire’s Buffett Premium, Bullish on Builders, and the Earnings Trade 7/23/25
Should the Buffett premium in Berkshire be there anymore? One long-time shareholder says no, while UBS’ senior insurance analyst says it was never th…
11 months ago
Bessent Doubles Down, Trimming Tech, and Risky Munis 7/22/25
NEC Director Larry Lindsey weighs in on Treasury Secretary Bessent’s renewed call for a full review of the Federal Reserve. The old tech stock that’s…
11 months ago
Delivering Gains, “Just Own Tech,” and the Microstrategy of Ether 7/21/25
Bernstein’s bullish on rideshare and delivery ahead of earnings. One health care strategist says we’re in the middle of the worst health care sector …
11 months ago
Robinhood CEO, Netflix’s Ad Future, FICO vs. VantageScore 7/18/25
Ahead of President Trump signing the country’s first-ever piece of crypto legislation, Robinhood CEO Vlad Tenev joins us in a “First on CNBC” intervi…
11 months, 1 week ago
Trump’s Fed Goals, Netflix’s AI Potential, and a KO for Corn Syrup? 7/17/25
Dan Clifton of Strategas and economist Claudia Sahm dig into what a Powell-less Fed would mean for markets—and the lessons Sahm says America doesn’t …
11 months, 1 week ago
The Future of the Fed Chair and Private Assets Go into Retirement 7/16/25
President Trump denying reports he is set to fire Fed Chair Powell, but in the same breath also telling reporters he’s not ruling anything out. We di…
11 months, 1 week ago
Nvidia’s China Win, Crypto Week, and the New Battleground Stock 7/15/25
The Trump administration reverses course and allows Nvidia to sell AI chips to China. The C-Suite view on the importance of the GOP’s Crypto Week. Pl…
11 months, 1 week ago
The Exchange 7/14/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
11 months, 1 week ago
Nvidia’s Historic Week, Bitcoin’s Wild Ride, Pres. Trump Pivots on Putin 07/11/25
With Nvidia’s $4 trillion market cap milestone in the rear-view mirror for investors, what’s the next catalyst that could propel the stock toward its…
11 months, 2 weeks ago