Podcast Episodes

Whirlpool's Recession Warning, A Spending Split, and the Burger Battle 5/7/26

Whirlpool sinks on disappointing results, and management says the Iran war triggered a recession-level industry decline. New signs the K-shaped is wi…

1 month, 2 weeks ago

The Exchange 5/6/26

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

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1 month, 2 weeks ago

Running of the Bulls, In-Home Data Centers, and Citadel's Ken Griffin 5/5/26

With the Nasdaq and the Russell at fresh highs, Carson Group's Ryan Detrick says there may still be several years left of the bull market. One compan…

1 month, 2 weeks ago

Risks to the Rally, Scoring Berkshire's Abel, and Wyndham's Win 5/4/26

Strong earnings pushing stocks to record highs despite high oil prices, can the rally keep running? Scoring Greg Abel's first time at the helm of Ber…

1 month, 2 weeks ago

Memory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26

Western Digital CEO Irving Tan on the global memory supply crunch and “a lot more opportunity” to expand pricing. Tech has been the key driver of the…

1 month, 3 weeks ago

Apple's AI Problem, "Save the Shire," and Caterpillar Crushes 4/30/26

The iPhone is booming, but can Apple fix its AI problem? Oppenheimer's "one AI to rule them all." Plus, how AI could touch off a new cycle for an old…

1 month, 3 weeks ago

Fed Decision, Memory Momentum, and Mag 7 on Deck 4/29/26

As Jay Powell's time as Fed Chair comes to an end, our experts discuss whether he should stay on as a governor and what successor Kevin Warsh's first…

1 month, 3 weeks ago

OpenAI's Viability, UAE to Exit OPEC, and Climbing Consumer Costs 4/28/26

Renewed concerns over OpenAI's massive spending following a Wall Street Journal report, but journalist and author Sebastian Mallaby raised that issue…

1 month, 3 weeks ago

Big Tech on Deck, Musk vs. OpenAI, and Cardiac Drug Breakthroughs 4/27/26

With five of the Mag 7 reporting this week, we discuss whether investors should temper their capex expectations. The trial between Elon Musk and Sam …

1 month, 3 weeks ago

DOJ Drops Powell Probe, Big Tech on Deck, and Intel's Gain, AMD's...Gain? 4/24/26

The Department of Justice is dropping its criminal probe of Fed Chair Jerome Powell, leaving the door open for a Kevin Warsh confirmation. Jeff Kilbu…

1 month, 4 weeks ago