Podcast Episodes
Back to SearchUnderappreciated Small-Cap Trade, Consumers & Value, Peloton Turnaround Plan 8/22/24
Our market guest is shifting gears to small-cap tech to find opportunity and joins us with the names she is watching. Plus, retailers are trying to …
1 year, 4 months ago
Dow 47,000 in Sight?, China & The Election, Historic Payrolls Revision 8/21/24
The Dow could top 47,000 in the next 12-18 months, according to our strategist. He’s bullish in the long-term, but has three dividend darlings to wea…
1 year, 4 months ago
Hunting for Value, Stocks vs. Bonds, Housing Affordability 8/20/24
Our market guest says the bulk of stocks are trading at reasonable or attractive valuations and joins us with the names to buy. Plus, our technician …
1 year, 4 months ago
Shifting Fed Narrative, DNC Kicks Off, Strong Foundation for Homebuilders? 8/19/24
Three central bankers spoke out over the weekend, with all seemingly in favor of a September rate cut. Our strategist still sees three cuts this year…
1 year, 4 months ago
Overlooked Market Risks, Harris’ Economic Plan, Classic Car Craze 8/16/24
Stocks are on pace for their best week of the year, but one portfolio manager says investors are ignoring two very significant market risks. Plus, Vi…
1 year, 5 months ago
The Exchange 08/15/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
1 year, 5 months ago
September Rate Cut Split, REITs to Buy Now, and Consumer on the Cusp? 8/14/24
July’s consumer inflation read not matching the tenor of the cooler wholesale inflation print. Our panel of experts discusses whether that means a 50…
1 year, 5 months ago
Starbucks CEO Shake-up, Inflation in Check?, Middle East Tensions 8/13/24
Starbucks shocking the business world today by ousting their CEO in favor of Chipotle’s chief executive Brian Niccol. We have Wall Street’s reaction,…
1 year, 5 months ago
Value in Volatility, Consumer Spending Gauge, Not Too Late to Buy Nvidia? 8/12/24
Markets are holding steady ahead of this week’s economic data, and our guest is looking at some names to find value in the market volatility. Plus, r…
1 year, 5 months ago
Markets’ Big Week, China’s Path Forward, SweetGreen’s Healthy Returns 8/9/24
Stocks are struggling to end the week higher, as the Fed’s path toward rate cuts is getting a little murkier. We’ll look at how to position within th…
1 year, 5 months ago