Podcast Episodes

Cuts & Concerns, Equities Excitement, and 3 Buys & a Bail: Tech Earnings Edition 1/5/24

Wall Street still sees a 70% chance of a Fed rate cut in March, but KPMG’s Diane Swonk says no way and tells us why. Plus, stocks aren’t off to a gre…

2 years, 5 months ago

Timeline Turmoil, Billion-Dollar Bet in SF, Hydration Hype 1/4/23

Is stronger-than-expected economic data throwing the Fed’s rate cut timeline into question? We’ll debate whether it’s bad news for all stocks or just…

2 years, 5 months ago

Rate Expectations, Escalating Tensions, Tech Wreck? 01/03/23

Stocks falling again after the Nasdaq’s worst start to a year since 2016. Is weak economic data the culprit? We’ll look at what’s dragging the market…

2 years, 5 months ago

From the Desk of Kelly Evans: Remember "I" bonds? 1/2/23

Kelly explains the ins & outs of the fixed income market.

2 years, 5 months ago

‘Higher for longer’ for longer?, Red Sea Tensions Rise, The Risks Ahead 01/02/24

Our strategist says “higher for longer” is still very much in play and rates could spoil the party in 2024. Plus, rising tensions in the Red Sea are …

2 years, 5 months ago

The Trade that Paid, Meta vs. Apple, and Three-V Buys & A Bail 12/29/23

Stick with tech in 2024, says our market guest, but not just any tech… She likes one name she’s been bullish on all year and is about to post its bes…

2 years, 5 months ago

2024 Opportunities, Heart-y Gains, Vice City Real Estate 12/28/23

With stocks at or near record highs, our market guest says the gains can continue and is highlighting the parts of the market that he sees as underva…

2 years, 5 months ago

January Rate Cut, Pain & Opportunity, and In the Fast Lane 12/27/23

Don’t count out a January rate cut, according to one of our guests. He’ll tell us what has to happen for the Fed to pull the trigger, and what it mea…

2 years, 6 months ago

Triggering the Fed Pivot, Big Biotech Buyouts, and Top 2024 Tech Picks 12/26/23

We’ve got the results of the final 2-year note auction of the year and the one key data point our market guest says will finally trigger the Fed pivo…

2 years, 6 months ago

The Tech Names ARK’s Cathie Wood is Buying Now, Two Percent is Too Late, and the Med Tech Stock with 36% Upside 12/22/23

ARK Invest’s Cathie Wood reveals the stock she’s adding back to her portfolio, along with a few other names she’s betting on for the long-term. 

Econo…

2 years, 6 months ago