Podcast Episodes
Back to SearchMarket Rallies on CPI Data, Emerging Market Opportunities, and Weight-Loss Winner 11/14/23
Did today’s CPI number cement the end of the rate hike cycle? We’ll ask our economist if it’s enough to move the Fed to the sidelines. Plus, veteran …
2 years, 2 months ago
Shutdown Countdown, Thawing Tensions, and Consumer Baggage 11/13/23
We’re days away from a government shutdown, and that could put Thanksgiving travel in jeopardy, but we’ll look at why some analysts are more positive…
2 years, 2 months ago
San Francisco Fed Pres. Mary Daly, Holiday Spending Squeeze, and the Experience Economy 11/10/23
San Francisco Fed President Mary Daly joins us exclusively, on the heels of Fed Chair Powell saying the central bank is “not confident” it has done e…
2 years, 2 months ago
Catalysts & Concerns, Debut Drought, and the Electric Butterfly Effect 11/9/23
Stocks plunged on the 30-year bond auction results. We’ll digest them in real-time and look at where markets could go next. Plus, things are quiet on…
2 years, 2 months ago
Fed Fallacy?, Health of Housing, and Bellwethers on Deck 11/8/23
Should the Fed get credit for the fall in inflation? Jefferies chief market strategist David Zervos joins us with his take. Plus, two ways to play th…
2 years, 2 months ago
Credit Concerns, Concerts & Conventions, and Everything is “Paw-some” 11/7/23
The NY Fed’s newest report shows delinquencies are rising quickly in some areas, but our market guest is looking at another indicator she says sugges…
2 years, 2 months ago
Yielding Problems, Buy or Beware, Private Credit Concerns
Falling yields means good news AND bad news for the Fed and markets. We’ll look at why and how to position. Plus, do lower rates mean better prospect…
2 years, 2 months ago
From the Desk of Kelly Evans: Could corporate pensions save America? 11/6/23
Kelly explains why pensions plans could offer a creative way out of the country's long-term fiscal problems.
2 years, 2 months ago
Rally, Set, Go?, Read on the Consumer and Themes & Trades 11/3/23
Did today's jobs report just cement the end of rate hikes? The market may be cheering the softer-than-expected numbers, but KPMG’s Diane Swonk says n…
2 years, 2 months ago
The Exchange 11/2/23
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
2 years, 2 months ago