Podcast Episodes
Back to SearchGoldilocks Growth Period?, Shutdown Showdown, Earnings Exchange: FSLR, LMND, SQSP 2/27/24
Our economist says the economy is setting up for a goldilocks growth period and joins us to make her case. Plus, the countdown to a partial governmen…
1 year, 10 months ago
Stronger for Longer, Trio of Tech Trades, Earnings Exchange: LOW, ZM, WDAY 2/26/24
Economists are increasingly sure a recession can be avoided. We’ll look at what that means for the Fed’s rate cut timeline and the markets. Plus, Ama…
1 year, 10 months ago
Next Leg of AI Rally, Long Live Live (Nation), Ukraine War: 2 Years Later 2/23/24
Stocks are treading water after a big run. Is the AI momentum finally starting to slow or just shift to different names? Plus, Live Nation getting a …
1 year, 10 months ago
AI Boom Buys, Read on Real Estate, Earnings Exchange: WBD, LYV, SQ 2/22/24
Nvidia proves AI can continue powering big gains and our market guest has some names he’s looking within the AI ecosystem. Plus, our housing guest ha…
1 year, 10 months ago
Intel CEO at Foundry Event, Nvidia Earnings on Deck, and Travel + Leisure Trends 2/21/24
We’ve got a First on CNBC interview with the CEO of Intel on the heels of their big Foundry Event. Plus, how do you trade Nvidia’s earnings ahead of …
1 year, 10 months ago
Stronger for Longer, Serving Up Gains, Earnings Exchange: TOL, PANW, WING 2/20/24
What if the economy isn’t just avoiding a recession, but getting stronger instead? We’ll debate. Plus, one food stock just served up solid earnings a…
1 year, 10 months ago
To Cut or Not to Cut, How AI Regulation Could Impact a Credit Score, and 3 Buys and a Bail: International Edition 2/16/24
Inflation data coming in hot yet again, so what’s next for the Fed? Moody’s Mark Zandi wants four cuts, while Wells Fargo’s Mark Smith sees the possi…
1 year, 11 months ago
The American Consumer, Nvidia vs. Tesla, Earnings Exchange: COIN, ROKU, AMAT 2/15/24
Is the American consumer finally about to crack? Our market guest says there are still ways to make money in the U.S., bring some global plays as wel…
1 year, 11 months ago
Worst-Case Scenario, Brokerage Battles, Charging Ahead 2/14/24
Will inflation resume its downward trend, or will the so-called “last mile” require a harder landing? We’ll debate. Plus, an exclusive interview with…
1 year, 11 months ago
Timeline Turmoil, Bitcoin Flowmentum, Gig Economy Earnings On Deck 2/13/24
Stocks are plunging on today’s inflation read. We’ll look at the implications for the Fed and how to position from here. Plus, Grayscale’s global hea…
1 year, 11 months ago