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From the Desk of Kelly Evans: Tour de France 7/8/24
Kelly connects the dots between France’s elections and the 2024 presidential election.
1 year, 9 months ago
Charged-up Semis, “Nowhere Near the Top”, and Politics & Positioning 7/8/24
Wall Street’s #1 semiconductors analyst joins us with the power players he sees dominating the industry going forward. Plus, it’s a big week for the …
1 year, 9 months ago
From the Desk of Kelly Evans: AI *is* the business cycle 7/5/24
Kelly explains why AI is really driving the economy right now.
1 year, 9 months ago
Jobs Jolt, U.K. Business Boost?, Book Boom 7/5/24
The June jobs report paints a muddy picture, but does it mean the Fed is finally ready to cut? We’ll discuss. And the U.K. has a new leader, with the…
1 year, 9 months ago
The Exchange 7/2/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
1 year, 9 months ago
No Stopping the Rally?, The Jobs Juggle, Immunity Ruling 7/1/24
Stocks are mixed on the first trading day of the second half. The major averages have posted a monthly gain in July every year for the past decade. A…
1 year, 9 months ago
Supreme Court on Chevron, As Good as It Gets?, Nike: “More Squish Than Swoosh” 6/28/24
We’ll break down a seismic decision by the nation’s top court, impacting everything the government does. Plus, the latest inflation report came in as…
1 year, 9 months ago
Retail Detail, Stick with Tech?, “Your Money, Your Vote” 6/27/24
Wall Street’s #1 retail analyst, JPMorgan’s Matt Boss, is here to talk all things retail, including why value and convenience will be what ultimately…
1 year, 9 months ago
Where the Chips Fall, Too Cheap to Ignore?, Health of Housing 6/26/24
Nvidia is down, once again, with the company’s annual shareholder meeting wrapping up right now. We’ll bring you the latest as another big chip name …
1 year, 9 months ago
Moving past the Mag 7, Risky Returns, Too Hot to Ignore? 6/25/24
Nvidia bouncing back after three down days, but our market guest says it doesn’t matter where it goes from here, the market is moving higher regardle…
1 year, 9 months ago