Podcast Episodes

The Nvidia Read-Through, Bond Market Headwinds, Government’s Quantum Leap 5/21/26

Nvidia’s earnings beat, stock buyback, and dividend hike not exciting Wall Street, but one chip subsector is seeing a boost. Greg Ip’s “dangerous bre…

1 month ago

Not Hot on Nvidia, Public Offering Parade & Hundred-Point Hike? 5/20/26

Nvidia reports after the bell, but our portfolio manager sees better opportunities in semis.  Wall Street readying for both SpaceX and OpenAI to file…

1 month ago

The Global Bond Rout, The Solo Sell on Nvidia, and Google’s New AI Agent 5/19/26

Yields soaring around the world as bond vigilantes try to force a Fed hike ahead of Kevin Warsh’s installation as Fed Chair. The street’s only analys…

1 month ago

Court Rules Against Musk in Legal Battle with Sam Altman, OpenAI 5/18/26

We go live to the courthouse after Elon Musk loses his court battle against OpenAI and Sam Altman; Big Technology’s Alex Kantrowitz and Deepwater Ass…

1 month ago

The Exchange 5/15/26

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. 

Hosted by Simplecast, an AdsWizz company. See pcm.ad…

1 month, 1 week ago

Cerebras Opens for Trading, A Midterm Misstep, and Crypto Clarity 5/14/26

The Exchange, along with a little help from two surprise guests, takes a deep dive into the blockbuster Cerebras IPO as shares start trading at the t…

1 month, 1 week ago

The Exchange 5/13/26

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Hosted by Simplecast, an AdsWizz company. See pcm.ads…

1 month, 1 week ago

Bubble Babble, Memory Mayhem, and a Spring Swing 5/12/26

Chip stocks, including Nvidia, Intel, Micron, Qualcomm and AMD, are sitting near record highs and fueling concerns of a 1999 repeat. One Korean polic…

1 month, 1 week ago

Dotcom Do-Over?, Nadella Takes the Stand, and The Sleeper in Semis 5/11/26

The run-up in tech has Dan Niles remembering like it’s 1999, but he says the rally “has at least one more great year.” Microsoft’s Satya Nadella take…

1 month, 1 week ago

Two Rate Hikes, Tensions Ahead of China Summit, and AI Economic Distortions 5/8/26

KPMG's Diane Swonk makes the case for two rate hikes this year. The Iran war could make for an acrimonious meeting between President Trump and China'…

1 month, 2 weeks ago