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The Exchange 10/25/24

Episode 10

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

1 year, 5 months ago

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The Exchange - 10/24/24

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

1 year, 5 months ago

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The Bonds to Buy, “Sleepwalking into an Economic Storm”, Tesla Results on Deck 10/23/24

Stocks are moving lower as yields climb yet again. We’ll tell you where the opportunities are and why our strategist is cautious on the long end. Plu…

1 year, 5 months ago

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Take a Page from Japan, Win-Win for Disney & Nike?, Next Gen Generative AI 10/22/24

Paul Tudor Jones says the U.S. should inflate its way out of debt. We’ll debate the Fed’s path forward from here. Plus, the changes to Disney’s board…

1 year, 5 months ago

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Rate Reversal, Unhealthy Returns, 15 Days Until Election Day 10/21/24

Rates, overall, have moved higher since the Fed’s jumbo rate cut last month. We’ll look at what’s behind the moves and how to position. Plus, Cigna a…

1 year, 5 months ago

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Cause for a Pause?, Read on REITs, Manufacturing in Mexico 10/18/24

The economy is strong, and the stock market is at record highs. So should the Fed pause rate cuts? We debate and look at where your money is best dep…

1 year, 5 months ago

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Trading the AI story, Viral f(AI)ke podcasts, Earnings Exchange: NFLX, AXP, PG 10/17/24

Chip stocks are hitting new highs, and the AI story  seems intact but our market guest says to trade it on the margins and joins us to explain. Plus,…

1 year, 5 months ago

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The Trades Ahead of Earnings, The Tech Value Name to Buy Now, and The Bottom Line on Tariffs 10/16/24

We preview results from three companies our trader calls high quality, with a history of performing well for investors. MAI’s Chris Grisanti has call…

1 year, 5 months ago

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The Path for Oil Prices, Health Care as a Growth Sector, and Soaring, Shipping, & Storing 10/15/24

With China’s recovery failing to materialize, and Israel vowing to not strike Iran’s oil targets, energy prices are under pressure. Why we could see …

1 year, 5 months ago

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A Boeing Debate, China Risks vs. Rewards, and Using AI for a Trading Edge

Episode 11

Boeing pre-announcing a massive third quarter loss and a 10% workforce reduction as its machinist strike pushes into its fifth week. Wells Fargo bear…

1 year, 6 months ago

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