Podcast Episodes
Back to SearchThe Exchange 4/25/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
11 months, 2 weeks ago
Trade Talk Confusion, Another Ugly Housing Report & Tariffs hit Food Stocks 4/24/25
The messaging on trade talks is very different in Washington versus Beijing. We have the latest and look at how to position amid all the trade turmoi…
11 months, 3 weeks ago
The Exchange 4/23/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
11 months, 3 weeks ago
Bessent Boosts Stocks, Names to Buy Now, and Google’s AI Future 4/22/25
Treasury Secretary Bessent saying the current standoff between China and the U.S. is unsustainable, giving investors hope President Trump might back …
11 months, 3 weeks ago
Trump vs. Powell and Valuation vs. Domination 4/21/25
President Trump going after Jay Powell yet again, calling the Fed Chair a “major loser” and urging him to cut interest. Plus, Wolfe upgrading two en…
11 months, 3 weeks ago
“Too Late and Wrong,” & Chip Concerns 4/17/25
Jay Powell’s “termination cannot come fast enough,” according to President Trump. But can the President remove a Fed Chair? And if so, what would tha…
11 months, 4 weeks ago
Big Banks Beat & New Tariff Targets 04/15/25
Another beat for the big banks. Both Citi and Bank of America reporting better than expected results. We dive into the commentary coming out of both …
11 months, 4 weeks ago
Is 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…
1 year 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…
1 year 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…
1 year ago