Podcast Episodes
Back to SearchTiming the Cuts, Recession-Proof Business Model?, Suburban Surge 6/5/24
The synchronized global rate cuts seem to be starting, but will the Fed end up quickly following suit, or will high inflation keep Powell & Co. on th…
1 year, 7 months ago
Flashing Slowdown Signals, Roaring Kitty’s Options, Hot Solar Stocks 6/4/24
We’re counting down to Friday’s big jobs report with a look at the warning signs in the market. Our guest is still bullish in the short-term and join…
1 year, 7 months ago
Overseas Opportunities, Changing Consumer, 3 Buys & A Bail: Sector Leaders 6/3/24
India’s stock market hitting a record high, while the EWW Mexico ETF is hitting a 4-year low. We’ll look at what’s driving these moves and where to f…
1 year, 7 months ago
Fed’s Path Forward, Fast Food Wars, Calculating Earnings Commentary 5/31/24
We debate whether it’s a mistake for the Fed to keep a rate hike on the table after today’s PCE reading. Plus, the relative cost gap between dining i…
1 year, 7 months ago
Salesforce’s Surprise Miss, Home Sales Disappoint, Earning Exchange: COST, DELL, MDB 5/30/24
Salesforce plunging 20% after its first revenue miss since 2006, but is it just AI growing pains or is AI killing SAAS? Plus, pending home sales drop…
1 year, 7 months ago
: Nvidia: Bargain or Beware?, Rate Cut Doubts, Health of Housing 5/29/24
Nvidia is on a tear, but if you think you’ve missed the rally, there’s one key metric that suggests there’s more room to run. Plus, as yields rise, s…
1 year, 7 months ago
“No Cuts, No Problem”, Next Stop: Splitsville, AI Risks vs. Rewards 5/28/24
Our strategist says the Fed holding rates higher for longer makes him more bullish on near-term stock prices. He’ll tell us why and give us two names…
1 year, 7 months ago
Sell-off Bounceback, Duke Energy CEO, 3 Buys & A Bail: Under-the-Radar 5/24/24
Was yesterday’s market sell-off a blip or the start of something bigger? We’ll look at how to position your portfolio. Plus, one of the biggest utili…
1 year, 7 months ago
July Cut?, Nvidia Halo, Zyn Rewards 5/23/24
The market sees the first cut in September, but our economist says you don’t have to wait that long – it’s going to be July. We’ll ask what makes him…
1 year, 7 months ago
Where to Find Value, Nvidia Earnings & A(I) + Opportunity 5/22/24
We didn’t get a recession, but the market’s behaving as though we just came out of one. That’s how our market guest sees it – and he sees opportunity…
1 year, 7 months ago