Podcast Episodes
Back to SearchCiti’s 2025 Themes & Trades, Homeflipping Flop, Jimmy Carter’s Legacy 12/30/24
Despite stocks sinking into year-end, Citi is staying optimistic for 2025 and their US equity strategist joins us with the names he expects to outper…
1 year ago
Friday’s Sell-off 12/27/24
Big tech is getting pounded, Bitcoin is falling, and treasury yields are moving lower. We dive into today’s market sell-off as we round out the holid…
1 year ago
Discounting Disinflation in ’25, The Footwear Names to Slip Into, Commercial Real Estate Outlook 12/26/24
David Zervos tells us why he thinks the Fed is too restrictive heading into the Trump administratio. A retail analyst brings us the four names he’s m…
1 year ago
The Exchange 12/24/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
1 year ago
Too Much Noise in the Markets, Retailer M&A in 2025, Media Predictions from the C-Suite 12/23/24
Trader Jenny Harrington gives us the names that can cut through the market noise. With Nordstrom being taken private, we look at the other retailers …
1 year ago
The Exchange 12/20/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
1 year ago
Musk: The Ultimate Bond Vigilante, Dysfunction in DC, and Bloom Energy CEO Exclusive 12/19/24
Strategas’ Dan Clifton makes the case for why Elon Musk is the ultimate bond vigilante, and what comes next could be earth-shattering. Plus, we have …
1 year ago
The Exchange 12/18/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
1 year ago
Consumers Getting Cautious, Geopolitical Uncertainty Growing, BofA’s Food Forecast 12/17/24
Today’s retail sales data suggests consumers are getting more cautious, and tariffs may not help things in 2025. Plus, our market guest is going long…
1 year ago
Controversial Cut & Nvidia Risks 12/16/24
The Fed is expected to cut rates this Wednesday, but it’s a somewhat controversial cut. We explain why. Plus, Bank of America just made Nvidia one it…
1 year ago