Podcast Episodes

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…

2 years, 2 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…

2 years, 2 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, 2 months ago

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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months ago