Podcast Episodes
Back to SearchCPI Rallies Market, M&A in 2025, Social Media Shift 1/15/25
Inflation is cooling, yields are dropping, and stocks are rallying. Can today’s market action last or is it a last hurrah before tariffs take center …
11 months, 4 weeks ago
Catalysts vs. Concerns, TikTok-alypse Now?, Earnings Preseason 1/14/25
Stocks moving lower on the eve of earnings season, but our guest is warning of a different risk that the market is underpricing. Plus, TikTok denying…
1 year ago
Rates & the Rally, Zuckerberg vs. Apple, Redfin CEO on California Wildfires 01/13/25
The global surge in bond yields and the dollar is putting pressure on tech stocks. We’ll dig into how long these headwinds could persist. Plus, Meta …
1 year ago
Jobs Report Sinks Stocks, Venu Sports Shuttered, The Greenland Grab 1/10/25
Stocks selling off on today’s jobs report, now erasing all their post-election gains, and one of our guests says don’t expect that to change until yi…
1 year ago
LA Wildfires & Quantum Computing 1/8/25
Deadly wildfires continue to devastate Southern California. We speak with two people directly impacted. Plus, we’re decades away from useful quantum …
1 year ago
Meta’s Fact-Checking About-Face and Wall Street’s Call of the Day: Sell Apple 1/7/25
Mark Zuckerberg is taking a page out of Elon Musk’s playbook by eliminating fact checkers in favor of community notes. We have the details and a look…
1 year ago
The Exchange 01/06/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
1 year ago
First Vote for House Speaker, Bullish on the U.S., Market’s 3 Body Problem 1/3/25
Rep.-elect Mike Johnson is fighting to retain the gavel as House Speaker, and we’ll game out the potential impact of a protracted battle for speakers…
1 year ago
4 Rate Cuts in ’25?, Tesla Deliveries Drop, Nat Gas Picks & Shovels 1/2/25
2025’s first big data point is a strong one, but our market guest still sees the Fed cutting rates for times this year. Plus, Tesla getting hit after…
1 year ago
AI’s Time to Grow Up?, Premium Trades for 2025, New Year’s Eve at the NYSE 12/31/24
AI was the big story of the year, but now it needs to grow up, according to our market guest. Plus, insurance stocks soared in 2024, but so have prop…
1 year ago