Podcast Episodes

CNBC Special: The Fed Decision 11/1/23

We have special coverage of the Federal Reserve’s decision on interest rates, live from Washington, D.C, featuring the fallout for stocks, bonds, the…

2 years, 2 months ago

Countdown to the Fed Decision, Rising Rate Play, and the ‘Scariest’ Bear Cases in Tech 10/31/23

Just over 24 hours until the Fed’s decision on interest rates. We look ahead to tomorrow’s meeting and the fallout for stocks and bonds. Plus, mortga…

2 years, 2 months ago

Slowdown Low-down, XPO’s Big Beat, Scary Consumer? 10/30/23

We have fresh signs that the economy is slowing, and hedge fund manager Kyle Bass says things are about to slow a lot more from here. He’ll join us w…

2 years, 2 months ago

Data Delusion?, The View from Vanguard, and Health of Housing 10/27/23

Our panel debates the latest economic data, and whether it suggests the consumer is not as strong as investors think. Plus, a rare and exclusive inte…

2 years, 2 months ago

The Fed’s Next Move, Buy or Beware?, and Rate Resilience 10/26/23

The latest data show the economy remains resilient – and so does the consumer. What does it all mean for the market and the Fed? We speak with one ec…

2 years, 2 months ago

Can You Hear Me Now, Downturn Resiliency, and Get the Government 10/25/23

Three months after a bold call, our market guest rejoins us to take a “quarter-victory lap” and look ahead to the next opportunity. Plus, we’ll speak…

2 years, 2 months ago

Hedge Hawk, 100% Wrong?, and Good Problems 10/24/23

Pershing Square’s Bill Ackman covered his bet against bonds, but our market guest is not buying into that move. Plus, JPMorgan Chase CEO Jamie Dimon …

2 years, 2 months ago

Equity-like Returns, Fiscal Dominance, and Commercial Real Estate Pivot 10/23/23

A big drop in bond yields after the 10-year started the day back above 5%, but the recent climb led our portfolio manger to say bonds can achieve equ…

2 years, 2 months ago

From the Desk of Kelly Evans: Who's the PIIG now? 10/23/23

Kelly discusses trouble brewing in the banking system.

2 years, 2 months ago

Yields Hit 5%, Now What? The Data the Fed Should be Using, and Harker’s Case Against Rate Hikes 10/20/23

The yield on the 10-year note hit 5% for the first time in 16 years, a five-star fund manager gives us his duration timeline. 

Why consumer is even st…

2 years, 2 months ago