Podcast Episodes

Inflation Volatility Ahead, Stealth Housing Winners, Tariffs Take Effect 9/27/24

Our economist doesn’t see the bogeyman in today’s economic data, but warns inflation isn’t going to fade away completely. Plus, we’ll look at how to …

1 year, 6 months ago

Beijing’s Big Moves, OpenAI’s For-Profit Pivot?, Southwest Soars 9/26/24

Stimulus news out of Beijing is sparking a massive rally in Chinese equities. We’ll debate whether this is Beijing’s big moment or merely a temporary…

1 year, 6 months ago

Meta Connect Kicks Off, The Case for Small Caps, and SEIU President on Election & Labor Market 9/25/24

Meta’s high-stakes developer conference is kicking off and we’ve got every angle covered from Wall Street to Silicon Valley as Mark Zuckerberg takes …

1 year, 6 months ago

Buy the Setback Stocks?, Holiday Retail Forecast, Investing in the Nuclear Renaissance 9/24/24

Listen to the day's top stories, theOur market guest says stocks will go higher from here, but don't chase the winners, and buy the setback stocks in…

1 year, 6 months ago

Don’t Buy Intel Deal Hype?, Nuclear Deal of the Day, The Leadership Trade 9/23/24

Deal chatter around Intel is running rampant, but our guest says Intel’s not the right fit and has a different semiconductor merger in mind. He’ll jo…

1 year, 6 months ago

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

1 year, 6 months ago

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, 6 months ago

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, 6 months ago

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, 6 months ago

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, 6 months ago