Podcast Episodes

Reversing Course, Mortgage Mania, and Airlines Grounded 10/6/23

Stocks are staging a big reversal since this morning’s jobs report. We’ll look at the implication for yields and your money. Plus, mortgage rates are…

2 years, 3 months ago

The Exchange 10/5/23

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

2 years, 3 months ago

Fed Fallacy?, Rising Rates Bail, and Two Cents on the Dollar 10/4/23

The one weapon the Fed has to pull off a soft landing could be backfiring. Companies with a ton of debt could be dead on arrival in this new high-int…

2 years, 3 months ago

Crypto & Consumers, $9B AI Tool, Weighing the Trades 10/3/23

Two big legal cases concerning the fate of FTX founder Sam Bankman-Fried and the CFPB. We’ve got the latest developments on each. Plus, is Microsoft’…

2 years, 3 months ago

Bond Voyage, Trash Talk, Take Shelter 10/2/23

The 10-year yield is hitting its highest level since 2007, and our market guest still sees opportunities in bonds ahead of a recession. Plus, Birkens…

2 years, 3 months ago

It Might Just Be the Everything Shutdown 9/29/23

With the government just two days away from a shutdown, we look at how it could impact everything from economic data to the IPO market. 

EV manufactur…

2 years, 3 months ago

Charting Returns, Strikes & Stocks, and Demand Destruction 9-28-23

The biggest returns against a backdrop of soaring yields and oil prices, according to one 5-star fund manager. Plus, another strike looms over the ec…

2 years, 3 months ago

The Value Names to Buy Now, Cannabis and Capital, and the Everything Shutdown 9/27/23

Value has taken a back seat to growth for the past 15 years, but the tide may be turning—we get the names to buy and hold onto for the long-term. 

The…

2 years, 3 months ago

Economic Pressure Points, Real Estate Magnate Don Peebles, and Consumer Credit Risk 9/26/23

Between rising rates, the UAW strike, and a potential government shutdown, we’ve got every economic pressure point covered for investors. Plus, real …

2 years, 3 months ago

From the Desk of Kelly Evans: The $2 trillion deficit: how did we get here? 9/25/23

Kelly opines on the soaring national debt. 

2 years, 3 months ago