Podcast Episodes
Back to SearchTough Earnings Setup, Super Bowl Winners & Losers, and Earnings Exchange 2/12/24
The consumer isn’t cracking yet, but one analyst says the setup for retail earnings is tough nonetheless. She joins us with the one group she says ca…
1 year, 11 months ago
Chip Value Pick, Spring Selling Surprise, 3 Buys & A Bail: Big Game Edition 2/9/24
It’s been a big week for chip stocks, and while one name in the group isn’t getting a lot of attention from Wall Street, our market guest loves it. P…
1 year, 11 months ago
“The Magic’s Back”, Bargain Buys, Moment of “Zyn” 2/8/24
Needham is upgrading Disney to buy for the first time in five years. The analyst behind that call joins us with what’s behind the decision. Plus, the…
1 year, 11 months ago
Hidden Risks in the Regional Banks, The AI Nine, Stream Dream Team - 2/7/24
Former Dallas Fed President Robert Kaplan is here with the risks he sees in the regional banks. Plus, Goldman Sachs says forget the Magnificent 7 and…
1 year, 11 months ago
Silicon V(AI)lley, Earnings Midpoint Exchange, Market Momentum 2/6/24
VC Sam Lessin joins us amid more layoffs in tech with the themes he sees emerging in 2024. Plus, we’re halfway through earnings season and we’ve got …
1 year, 11 months ago
The Exchange 2/5/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
1 year, 11 months ago
Blowout Jobs Report, AI Lobbying Explodes, Activist Investing: 3 Bails & 2 Buys 2/2/24
If there was any hope left for a March rate cut by the Fed, today’s blockbuster jobs report put an end to that. We’ll look at what’s next and how to …
1 year, 11 months ago
Fed’s Timeline Turmoil, Mag 7 Becoming Terrific 3, and Big Oil, Clorox & Skechers 2/1/24
Goldman Sachs is revising its Fed rate cut forecast. Their chief U.S. economist is here with what’s behind the call. Plus, has the Magnificent 7 beco…
1 year, 11 months ago
Fed Decision Countdown, Rates & The Consumer, The Tech Factor 1/31/24
We’re in the final countdown for the Fed decision, and our panel disagrees on when the Fed will cut rates and why. Plus, the ripple effects from the …
1 year, 11 months ago
Timing the Fed’s Cut, AI & Earnings, Social Media’s “Seatbelt Moment” 1/30/24
Consumer confidence is at its highest level in more than three years, but the labor market is flashing some caution signs. Former Pimco chief economi…
1 year, 11 months ago