Podcast Episodes
Back to SearchJobs 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months ago
Citi’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, 3 months 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, 3 months 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, 3 months ago