Podcast Episodes
Back to SearchThe 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…
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 1 month ago
Tough 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…
2 years, 2 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…
2 years, 2 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…
2 years, 2 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…
2 years, 2 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 …
2 years, 2 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.
2 years, 2 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 …
2 years, 2 months ago