Podcast Episodes
Back to SearchPlaybook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25
Barclays not expecting a September rate cut. Their strategist tells us how to play a potential Powell hawkish surprise at Jackson Hole. Target has a new CEO, but the same issues. Plus today’s AI spen…
Published on 4 weeks, 2 days ago
A September Skip, The Bullish Case for Viking Therapeutics, and Lassoing the Laggards 8/19/25
Why the Fed could skip a September cut altogether, despite higher inflation data. BTIG makes the case for sticking with Viking Therapeutics despite disappointing weight loss drug trial data. Plus, th…
Published on 1 month ago
Chips Under Pressure & Berkshire’s UNH Stake 8/15/25
Chip stocks under pressure following weak guidance from equipment maker Applied Materials. Intel the notable exception on a report that the U.S. government is looking to take a stake in the chipmaker…
Published on 1 month ago
The Exchange 8/14/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Published on 1 month ago
The Exchange 8/13/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Published on 1 month ago
The Exchange 8/12/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Published on 1 month, 1 week ago
The Exchange 8/11/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Published on 1 month, 1 week ago
The Exchange 8/8/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Published on 1 month, 1 week ago
Trump Targets Chips, The Growing Gig Economy, and OpenAI’s New Model 8/7/25
President Trump plans a 100% tariff on semiconductors, just as his global “Liberation Day” tariffs go into effect. OpenAI launches GPT-5. Plus, can anything stop Doordash?
Published on 1 month, 1 week ago
Apple Rallies, but Trouble Ahead? Plus, Bitcoin’s Bullish Sign 8/6/25
Apple shares climb after announcing it will invest another $100B in the US, bringing the total amount the tech giant will invest over the next four years to $600B. But, one technician sees resistance…
Published on 1 month, 1 week ago