Podcast Episodes
Back to SearchRecession Inevitable?, Pivot Positioning, and Coinbase CEO on Crypto 12/19/23
The toothpaste is out of the tube and a recession is coming, our economist says. She’ll make her case and look at the path forward for the Fed. Plus,…
2 years, 3 months ago
Premature Pivot, Cheap but Controversial, Fade These Trades 12/18/23
Goldman Sachs says rate cuts are coming, but Fed officials are pumping the brakes on that rhetoric. Jefferies chief market strategist David Zervos te…
2 years, 3 months ago
Catalysts Trump Concerns?, “Screaming Buys?” and Building Out Gains 12/15/23
It’s been a record-setting and head-spinning week for markets as the Dow hits new all-time highs. But this morning, New York Fed President John Willi…
2 years, 3 months ago
Full Steam “A-Fed”, Short Signals, Real Estate Turning Point? 12/14/23
The Dow is at a record high, while the S&P and Nasdaq are at 52-week highs, but did the Fed actually give Wall Street the “all clear?” Our economist …
2 years, 3 months ago
Countdown to the Fed Decision 12/13/23
One hour until the Fed’s decision on interest rates. What will the market be watching for from Chair Powell’s statement, and will stocks hit all-time…
2 years, 3 months ago
Soft Layover, Building Out Gains, Healthy Holiday 12/12/23
24 hours until the Fed Decision, and one economist says we’re already in a soft landing. She’ll join us to make her case. Plus, builders have proven …
2 years, 4 months ago
Cut Timeline, Red(Stone) Alert, and Retail vs. Real Estate 12/11/23
This week’s big market-moving events should shed some light on when the Fed’s first rate cut could come. We’ll look at which data point you should be…
2 years, 4 months ago
Goldilocks Jobs Report, Beating the Market, California Forever 12/8/23
If you thought today’s jobs number was good, there’s another key number that could be even more important for “soft landing” hopes. We’ll reveal it a…
2 years, 4 months ago
Bond Voyage?, High-Flyer, Building on Gains? 12/7/23
Bond yields have plunged in recent weeks, but our market guest says not so fast and expects the 10-year to hit 5.5% next year. He’ll make his case an…
2 years, 4 months ago
The Exchange 12/6/23
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
2 years, 4 months ago