Podcast Episodes

Small-Cap Summer, The Investible Election, Netflix Earnings on Deck 7/18/24

We’re in the midst of a massive, violent rotation from tech to small caps, but is this a sign that stocks are broadening out or are markets breaking …

1 year, 8 months ago

Hunting for Value, Candidate-proof Trade, Earnings Exchange: BX, DHI, DPZ 07/17/24

Episode 11

Our market guest says there are two catalysts breaking growth momentum and tells us how he’s taking advantage of the value trend. Plus, there’s one t…

1 year, 8 months ago

Trump Picks Vance, Opportunities Abroad, Small Caps Soar 7/16/24

Episode 10

Wall Street reacts to former President Trump choosing Sen. JD Vance as his running mate. We look at the implications for the market, the green energy…

1 year, 8 months ago

Powell’s Playbook, RNC Kicks Off, More Volatility Ahead? 7/15/24

Fed Chair Powell says more progress on inflation is needed, but if the Fed waits for inflation to get to 2% to cut, it’s too late. Jefferies’ chief m…

1 year, 8 months ago

Value 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, 9 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, 9 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, 9 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, 9 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, 9 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, 9 months ago