Podcast Episodes
Back to SearchYielding Problems, Buy or Beware, Private Credit Concerns
Falling yields means good news AND bad news for the Fed and markets. We’ll look at why and how to position. Plus, do lower rates mean better prospect…
2 years, 5 months ago
From the Desk of Kelly Evans: Could corporate pensions save America? 11/6/23
Kelly explains why pensions plans could offer a creative way out of the country's long-term fiscal problems.
2 years, 5 months ago
Rally, Set, Go?, Read on the Consumer and Themes & Trades 11/3/23
Did today's jobs report just cement the end of rate hikes? The market may be cheering the softer-than-expected numbers, but KPMG’s Diane Swonk says n…
2 years, 5 months ago
The Exchange 11/2/23
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
2 years, 5 months ago
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, 5 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, 5 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, 5 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, 5 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, 5 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, 5 months ago