Podcast Episodes
Back to SearchThe Fed’s Timeline, N. Carolina Cutting Coverage, CRE & The Red Sea 1/29/24
The Fed isn’t expected to cut rates on Wednesday, but our market guest says that’s a big mistake. Plus, North Carolina’s state health plan will stop …
1 year, 11 months ago
Intel Standing Pat, Inflation Situation, 3 Big Bails & a Surprise Buy 1/26/24
Intel plunging on weak guidance, but our market guest still believes in the company’s turnaround story. She’ll tell us why. Plus, we just got the las…
1 year, 11 months ago
Alaska Airlines Earnings Exclusive, The Names Positioned for Gains, and Chips, Cards & Chinos 1/25/24
Alaska Airlines CEO Ben Minicucci joins us for an earnings exclusive fresh off those results. His thoughts on the Boeing Max 9 turmoil and the DOJ’s …
1 year, 11 months ago
The Exchange 1/24/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
1 year, 11 months ago
Room to Run?, Red Sea Retail Ripples, Netflix’s Ad-vantage 1/23/24
Stocks moving lower today, but our market guests both say the bulls have the upper hand. Plus, the U.S. expanding strikes in Yemen. We have the lates…
1 year, 11 months ago
The Exchange 1/22/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
1 year, 11 months ago
S&P 500 Record High, Big Tech’s Big Week, and Abodes Abroad 1/19/24
The S&P 500 just hit a record high, but our market guest says the U.S. is still the place to be for stocks. Plus, a second bullish call for Apple in …
1 year, 11 months ago
MSCI Short Report, Contrarian Trades, The Deepfake Election 1/18/24
Spruce Point Capital founder Ben Axler joins us to defend his new short of MSCI. Plus, our market guest has three contrarian trades he says are poise…
1 year, 11 months ago
Consumer Won’t Quit, China’s Car Threat, 2024 Deal Barometer 1/17/23
The latest retail sales data coming in stronger than expected and investors are not too happy about it. We’ll debate whether rates could remain highe…
1 year, 11 months ago
Too Much Optimism?, 3 Buys & A Bail: Bank Edition, Home-Building Momentum 1/16/24
Bank of America’s survey shows overwhelming optimism for a soft landing, but Fed Gov. Waller says not so fast… We’ll look at how to position in this …
2 years ago