Podcast Episodes

Markets vs. The Fed, Red Sea Ripples & Powering G(ai)ns 1/12/24

Encouraging signs on the inflation front. The market now sees an 80% probability of a rate cut in March. But our market guest doesn’t see that happen…

2 years ago

Timing the Cuts, Bitcoin ETFs, Rapid Rundown 1/11/24

CPI coming in hotter than expected, pushing stocks lower as a result. Could the first Fed rate cut come later than the market expected? Plus, Coinbas…

2 years ago

The Exchange 01/10/24

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

2 years ago

2024 Playbook Pivot, Live from CES!, and Turnaround Ahead? 1/9/24

Stocks struggling to extend yesterday’s gains but our strategist has one unloved part of the market he says to buy. Plus, The Consumer Electronics Sh…

2 years ago

Trading the 2024 Election, Stealth Rate Cut Benefits, and Railroad CEO on Southern Border 1/8/24

Citi’s best and worst performing sectors before and after a Presidential election. 

BMO says Fed cuts won’t be a tide that lifts all boats, especially…

2 years ago

Cuts & Concerns, Equities Excitement, and 3 Buys & a Bail: Tech Earnings Edition 1/5/24

Wall Street still sees a 70% chance of a Fed rate cut in March, but KPMG’s Diane Swonk says no way and tells us why. Plus, stocks aren’t off to a gre…

2 years ago

Timeline Turmoil, Billion-Dollar Bet in SF, Hydration Hype 1/4/23

Is stronger-than-expected economic data throwing the Fed’s rate cut timeline into question? We’ll debate whether it’s bad news for all stocks or just…

2 years ago

Rate Expectations, Escalating Tensions, Tech Wreck? 01/03/23

Stocks falling again after the Nasdaq’s worst start to a year since 2016. Is weak economic data the culprit? We’ll look at what’s dragging the market…

2 years ago

From the Desk of Kelly Evans: Remember "I" bonds? 1/2/23

Kelly explains the ins & outs of the fixed income market.

2 years ago

‘Higher for longer’ for longer?, Red Sea Tensions Rise, The Risks Ahead 01/02/24

Our strategist says “higher for longer” is still very much in play and rates could spoil the party in 2024. Plus, rising tensions in the Red Sea are …

2 years ago