Podcast Episodes

2024 Opportunities, Heart-y Gains, Vice City Real Estate 12/28/23

With stocks at or near record highs, our market guest says the gains can continue and is highlighting the parts of the market that he sees as underva…

2 years ago

January Rate Cut, Pain & Opportunity, and In the Fast Lane 12/27/23

Don’t count out a January rate cut, according to one of our guests. He’ll tell us what has to happen for the Fed to pull the trigger, and what it mea…

2 years ago

Triggering the Fed Pivot, Big Biotech Buyouts, and Top 2024 Tech Picks 12/26/23

We’ve got the results of the final 2-year note auction of the year and the one key data point our market guest says will finally trigger the Fed pivo…

2 years ago

The Tech Names ARK’s Cathie Wood is Buying Now, Two Percent is Too Late, and the Med Tech Stock with 36% Upside 12/22/23

ARK Invest’s Cathie Wood reveals the stock she’s adding back to her portfolio, along with a few other names she’s betting on for the long-term. 

Econo…

2 years ago

The Exchange 12/21/23

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

2 years ago

Timing the Cuts, Office Opportunity? and Overseas Playbook 12/20/23

Rate cuts are coming – and they’re coming fast. That’s been the theme out of Wall Street so far this week, but one of our guests sees it differently.…

2 years ago

Recession Inevitable?, Pivot Positioning, and Coinbase CEO on Crypto 12/19/23

The toothpaste is out of the tube and a recession is coming, our economist says. She’ll make her case and look at the path forward for the Fed. Plus,…

2 years ago

Premature Pivot, Cheap but Controversial, Fade These Trades 12/18/23

Goldman Sachs says rate cuts are coming, but Fed officials are pumping the brakes on that rhetoric. Jefferies chief market strategist David Zervos te…

2 years ago

Catalysts Trump Concerns?, “Screaming Buys?” and Building Out Gains 12/15/23

It’s been a record-setting and head-spinning week for markets as the Dow hits new all-time highs. But this morning, New York Fed President John Willi…

2 years, 1 month ago

Full Steam “A-Fed”, Short Signals, Real Estate Turning Point? 12/14/23

The Dow is at a record high, while the S&P and Nasdaq are at 52-week highs, but did the Fed actually give Wall Street the “all clear?” Our economist …

2 years, 1 month ago