Podcast Episodes
Back to SearchBig Tech Sell-off, Shifting Fed Narrative, Historic Prisoner Exchange 8/1/24
Today’s weak economic data is weighing heavily on stocks and yields as the 10-year falls below February for the first time since February. We’ll look…
1 year, 8 months ago
The Exchange 7/31/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
1 year, 8 months ago
Market’s Big Mistake?, AI’s First Real Test, Harris’ Crucial VP Pick 7/30/24
We’re counting down to tomorrow’s Fed decision, where Powell is widely expected to signal that the first rate cut will come in September, but our mar…
1 year, 8 months ago
Markets’ Big Week, Vanguard’s New CEO, Earnings Exchange: PG, JBLU, PFE 7/29/24
It’s the busiest week of earnings season, combined with a ton of macro data and Wednesday’s Fed decision on interest rates. We’ll look at how to posi…
1 year, 8 months ago
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, 8 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, 8 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, 8 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, 8 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, 8 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, 8 months ago