Podcast Episodes
Back to SearchValue Renaissance Ahead?, The Bank Trade, Commercial Real Estate 7/12/24
Get ready for a value renaissance. Our market guest says it’s coming and he’s bringing his favorite ways to take advantage of it. Plus, the big banks…
1 year, 6 months ago
From the Desk of Kelly Evans: The fall of Troy 7/11/24
Kelly explains what Helen of Troy’s weak earnings reports means for the state of the broader economy.
1 year, 6 months ago
CPI, Costco & The Case for S&P 6K 7/11/24
Did CPI just cement a September rate cut? Our guests say the door is wide open. We look at what could close it again. Plus, some of the downside surp…
1 year, 6 months ago
From the Desk of Kelly Evans: The cuts are coming 7/11/24
Kelly explains what the negative June CPI number means for the Fed’s next move.
1 year, 6 months ago
Inflection Point?, Travel Demand & Cashing in on Components 7/10/24
Are we at an inflection point for the consumer? They’re choosing more carefully where to spend, which is not at Helen of Troy, as we learned yesterda…
1 year, 6 months ago
Underrated Risk?, Bullish Bets & Audio Advantage - 7/9/24
Fed Chair Jay Powell is warning of the risks of staying too high for too long, but our market guest is warning of a different risk, one he says Wall …
1 year, 6 months ago
From the Desk of Kelly Evans: Tour de France 7/8/24
Kelly connects the dots between France’s elections and the 2024 presidential election.
1 year, 6 months ago
Charged-up Semis, “Nowhere Near the Top”, and Politics & Positioning 7/8/24
Wall Street’s #1 semiconductors analyst joins us with the power players he sees dominating the industry going forward. Plus, it’s a big week for the …
1 year, 6 months ago
From the Desk of Kelly Evans: AI *is* the business cycle 7/5/24
Kelly explains why AI is really driving the economy right now.
1 year, 6 months ago
Jobs Jolt, U.K. Business Boost?, Book Boom 7/5/24
The June jobs report paints a muddy picture, but does it mean the Fed is finally ready to cut? We’ll discuss. And the U.K. has a new leader, with the…
1 year, 6 months ago