Podcast Episodes

Sticky Inflation Situation, Nvidia Defying Gravity?, Google’s Chip Shot 4/10/24

March’s CPI number came in hotter than expected, hurting the probability for a June rate cut, but our market guest sees a lot of opportunities in bot…

1 year, 9 months ago

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Beyond Mega Caps, Banking on Tech, Travel Trade Exclusive 4/9/24

Episode 11

Satori Fund’s Dan Niles brings us the three names he would kick out of the Mag 7, and the areas where he’s looking beyond big cap tech. Plus, we’ll c…

1 year, 9 months ago

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Fed’s Hawk Talk, Yellen in China, Solar Eclipse Countdown 4/8/24

Episode 10

The Fed has been unusually unanimous over the past several years, but we’re starting to see some divisions when it comes to cutting rates. Plus, Trea…

1 year, 9 months ago

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Stronger (Jobs Market) For Longer?, Retail Bargain Buy, Miami’s Billionaire Buyers 4/5/24

Another strong job report is leading our economist to change her rate cut forecast. She joins us to make her case and tell us what she expects from t…

1 year, 9 months ago

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The Jobs Juggle, Disney’s Next Move, Rare VC Titan Interview 4/4/24

What happens if tomorrow’s key jobs number misses consensus in either direction? We’ll look at the dueling scenarios. Plus, Disney notching a win aga…

1 year, 9 months ago

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Disney’s Boardroom Battle, Einhorn’s Best Idea, Fed’s Path Forward 4/3/24

Disney’s shareholder meeting is underway. We’ll bring you the result of its proxy battle and what it means for the future of the company. Plus, we’re…

1 year, 9 months ago

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The Exchange 4/2/24

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

1 year, 9 months ago

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Timing the Fed’s Cuts, Blip or Bottom?, Retail Pains & Gains 4/1/24

Stocks are falling and yields are climbing in the first trading day after the Fed’s key inflation read showed prices moderated in February. We’ll loo…

1 year, 9 months ago

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Sam Bankman-Fried Sentencing, AI Underdogs, Around the Word: Europe 3/28/24

Disgraced former FTX CEO Sam Bankman-Fried gets hit with a 25-year sentence. We’ve got color from the courtroom and one attorney’s analysis of the “p…

1 year, 9 months ago

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Emerging Opportunities, Banking on AI, & AI Power Trades 3/27/24

Veteran investor Mark Mobius says India is on top. He's here with where he's seeing the biggest opportunities, and the names to buy to take advantage…

1 year, 9 months ago

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