Podcast Episodes
Back to SearchThe Exchange 3/19/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
2 years, 3 months ago
Don’t Chase the Crowd, Closing the AI Gap?, Homebuilder Sentiment Shift 3/18/24
Our market guest is avoiding the most crowded trades, and betting on what he calls “the most underrated methodology”. He’ll tell us the names he foun…
2 years, 3 months ago
Inflation Front & Center, Massive NAR Settlement, Stick with Boeing? 3/15/24
Next week’s Fed meeting has big implications for investors for the rest of the year. We’ll tell you what could change and what it means for the marke…
2 years, 3 months ago
Timing the Cuts, TikTok Takeover?, “Meat” Makeover 3/14/24
The market now sees the Fed’s first rate cut coming in June, but one former NY Fed analyst thinks that’s an overestimate. Plus, the so-called TikTok …
2 years, 3 months ago
Higher For Longer… For Longer?, Cost of Energy Security, Next Social Media Threats 3/13/24
Stocks struggling to keep up yesterday’s momentum. We’ll get you up to speed ahead of tomorrow’s inflation and retail sales data. Plus, energy prices…
2 years, 3 months ago
Timing the Cut, Boeing’s Blues, Equal Pay Day 3/12/24
Today’s inflation print may be pushing Fed rate cuts even further out, with markets now pricing in just a 50% chance in June. We’ll look at how to po…
2 years, 3 months ago
The Next Catalyst, Late Fee Limbo, Future of Media 3/11/24
With earnings in the rearview mirror, our market strategist brings some buys that coincide with what she thinks will be the next catalyst for the mar…
2 years, 3 months ago
Don’t Trust the Rally?, America’s $775B Gap, Trade of the Union 3/8/24
Stocks are struggling to hold their initial gains following the stronger-than-expected jobs number, but Fundstrat’s Tom Lee is staying bullish on sto…
2 years, 3 months ago
Biden & Business, Cleveland Fed Pres. Mester Exclusive, Earnings Exchange: COST, AVGO, DOCU 3/7/24
President Biden is expected to go after the wealthy and corporations in his State of the Union address tonight. We’ll look at the challenges and pote…
2 years, 3 months ago
Powell on Capitol Hill, NYCB Capital Infusion, Musk vs. OpenAI 3/6/24
The Fed’s not ready to start cutting rates, according to Chair Powell. We’ll break down his first day of testimony on Capitol Hill and what it means …
2 years, 3 months ago