Podcast Episodes
Back to SearchTiming the Cut, Boeing’s Blues, Equal Pay Day 3/12/24
Today’s inflation print may be pushing Fed rate cuts even further out, with markets now pricing in just a 50% chance in June. We’ll look at how to po…
1 year, 10 months ago
The Next Catalyst, Late Fee Limbo, Future of Media 3/11/24
With earnings in the rearview mirror, our market strategist brings some buys that coincide with what she thinks will be the next catalyst for the mar…
1 year, 10 months ago
Don’t Trust the Rally?, America’s $775B Gap, Trade of the Union 3/8/24
Stocks are struggling to hold their initial gains following the stronger-than-expected jobs number, but Fundstrat’s Tom Lee is staying bullish on sto…
1 year, 10 months ago
Biden & Business, Cleveland Fed Pres. Mester Exclusive, Earnings Exchange: COST, AVGO, DOCU 3/7/24
President Biden is expected to go after the wealthy and corporations in his State of the Union address tonight. We’ll look at the challenges and pote…
1 year, 10 months ago
Powell on Capitol Hill, NYCB Capital Infusion, Musk vs. OpenAI 3/6/24
The Fed’s not ready to start cutting rates, according to Chair Powell. We’ll break down his first day of testimony on Capitol Hill and what it means …
1 year, 10 months ago
Value Hunting, Trex CEO Exclusive, Earnings Exchange: CRWD, JWN, JD 3/5/24
Our market guest is rotating out of Nvidia and back into value, and has one name where he expects to see healthy returns. Plus, the Trex CEO joins us…
1 year, 10 months ago
Apple’s Penalty & Pivot, Real Estate Risks, and 3 Buys & A Bail: Retail Edition 3/4/24
The EU slapped Apple with a nearly $2B fine on the same day the tech titan changed its messaging around artificial intelligence. We’ll break down bot…
1 year, 10 months ago
Riskey Business, Musk Sues OpenAI, 3 Buys & A Bail: Crypto Edition 3/1/24
New York Community Bank management described internal controls at the bank as ineffective. We’ll look at what went wrong and speak to the former chie…
1 year, 10 months ago
Playing Offense, REIT Returns, The Long Game 2/29/24
Today’s key inflation data is still ahead of the Fed’s 2% target, but that’s not stopping our market guest from finding ways to play offense. Plus, f…
1 year, 10 months ago
Overlooked risk?, Weight-Loss Ripple Effects, Earnings Exchange: PARA, HPQ, BIRK 2/28/24
Our market guest says investors are paying too much attention to rate cuts and not enough to something else that could become a headwind for global m…
1 year, 10 months ago