Podcast Episodes

Rate Cut Timeline, Data Center Demand, Overseas Opportunities 7/26/24

The longer the Fed waits to cut, the more they risk that something breaks, according to Moody’s chief economist Mark Zandi. He’ll join us to make his…

1 year, 5 months ago

The Exchange 7/25/24

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

1 year, 5 months ago

Tech Wreck, Bitcoin Bucking the Trend, Buy the Builders? 7/24/24

The Nasdaq having its worst day of the year, as Tesla and Alphabet results disappoint. But bitcoin is moving higher, and we’re joined by VanEck’s hea…

1 year, 5 months ago

Unloved Bull Market, Time to Buy Tesla?, Risky Business 7/23/24

We're in an early bull market, but one of our guests says it's the most unloved bull market she's seen in her career and that presents a lot of oppor…

1 year, 5 months ago

Your Money, Your Vote, Policies & Positioning, Stick with Small Caps? 7/22/24

More Democrats are coming out in support of Vice President Kamala Harris. We take a look at what’s next, how it’s changing Team Trump’s strategy, and…

1 year, 5 months ago

Biden’s Make-or-Break Weekend, Riding the Rotation, Global IT Outage 07/19/24

Former President Trump is accepting the GOP nomination as pressure builds for Pres. Biden to drop out of the race. We’ll get the latest from Washingt…

1 year, 5 months ago

Small-Cap Summer, The Investible Election, Netflix Earnings on Deck 7/18/24

We’re in the midst of a massive, violent rotation from tech to small caps, but is this a sign that stocks are broadening out or are markets breaking …

1 year, 5 months ago

Hunting for Value, Candidate-proof Trade, Earnings Exchange: BX, DHI, DPZ 07/17/24

Episode 11

Our market guest says there are two catalysts breaking growth momentum and tells us how he’s taking advantage of the value trend. Plus, there’s one t…

1 year, 6 months ago

Trump Picks Vance, Opportunities Abroad, Small Caps Soar 7/16/24

Episode 10

Wall Street reacts to former President Trump choosing Sen. JD Vance as his running mate. We look at the implications for the market, the green energy…

1 year, 6 months ago

Powell’s Playbook, RNC Kicks Off, More Volatility Ahead? 7/15/24

Fed Chair Powell says more progress on inflation is needed, but if the Fed waits for inflation to get to 2% to cut, it’s too late. Jefferies’ chief m…

1 year, 6 months ago