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Fed’s Cutting Conundrum, Bullish on Homebuilders, Temu’s Troubles 9/20/24

1 year, 3 months ago

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The Exchange 9/19/24

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

1 year, 3 months ago

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Final Countdown to Fed Decision, Sens. Warren & Kennedy, SEC Chair Gensler 9/18/24

It’s the final hour before the Fed decision, and our guests are divided on whether the Fed will cut by 25 or 50 basis points. We’ll look at how to po…

1 year, 3 months ago

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24 Hours Until Fed Decision, Mortgages Rates’ Next Move, Retailers Nearing Inflection 9/17/24

The market seems to be ignoring today’s retail sales data ahead of the Fed decision on interest rates tomorrow. We’ll look ahead to the most uncertai…

1 year, 3 months ago

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48 Hours Until Fed Decision, Health of Housing, Dean of Valuation on Apple 9/16/24

We’re two days away from one of the most consequential Fed meetings in recent years. Will the market get a half-point cut or only 25 basis points? We…

1 year, 3 months ago

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The Exchange 9/13/24

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

1 year, 4 months ago

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Mester on the Fed, Markets & Rates, Disney Cuts Prices 9/12/24

If the Fed is expected to do a series of cuts, and the risks to the labor market are to the downside, then why not start with a half-point cut? Forme…

1 year, 4 months ago

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Data Disappointment, Banks’ Mixed Messages, Stalled Trade 9/11/24

The latest read on inflation is dashing hopes for a half-point rate cut next week, but one of our guests says the size of the first cut doesn’t matte…

1 year, 4 months ago

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Oracle’s Big Plans, Candidates’ Big Night, and Powell’s Big Decision 9/10/24

Oracle hitting a record high after an earnings beat and high-profile partnership announcements…how the tech stalwart might’ve just become a new AI da…

1 year, 4 months ago

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The Exchange 9/9/24

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

1 year, 4 months ago

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