Podcast Episodes

Hedge Hawk, 100% Wrong?, and Good Problems 10/24/23

Pershing Square’s Bill Ackman covered his bet against bonds, but our market guest is not buying into that move. Plus, JPMorgan Chase CEO Jamie Dimon …

2 years, 5 months ago

Equity-like Returns, Fiscal Dominance, and Commercial Real Estate Pivot 10/23/23

A big drop in bond yields after the 10-year started the day back above 5%, but the recent climb led our portfolio manger to say bonds can achieve equ…

2 years, 5 months ago

From the Desk of Kelly Evans: Who's the PIIG now? 10/23/23

Kelly discusses trouble brewing in the banking system.

2 years, 5 months ago

Yields Hit 5%, Now What? The Data the Fed Should be Using, and Harker’s Case Against Rate Hikes 10/20/23

The yield on the 10-year note hit 5% for the first time in 16 years, a five-star fund manager gives us his duration timeline. 

Why consumer is even st…

2 years, 5 months ago

From the Desk of Kelly Evans: The Fed has THREE mandates 10/20/23

Kelly explains why the Fed has obligations beyond its "dual mandate.”

2 years, 5 months ago

The Exchange 10/19/23

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

2 years, 5 months ago

The House Divided, Biden’s Israel Visit, and Regionals & Rates 10/18/23

The House divided. Jim Jordan comes up short in his second vote to secure the Speaker gavel. A top Republican strategist tells us how this should rea…

2 years, 5 months ago

What’s Next for Yields, Sentiment Slump, Salaries Surge 10/17/23

Better than expected economic data is pushing yields back toward their recent highs. We’ll ask our strategist how he’s adjusting his portfolio. Plus,…

2 years, 5 months ago

The $630B Question, The Bitcoin Binary, and Earnings Exchange 10/16/23

Is inflation blinding investors to a potential fiscal crisis? We have two heavyweights on the controversial topic. Plus, bitcoin crossing above $30,0…

2 years, 5 months ago

Seeking Safety, Crude’s Climb, Curbing the Run in Rates 10/13/23

Stocks are struggling, and gold is rallying as investors seek safety. Plus, oil climbing as the U.S. tightens sanctions against Russia. And mortgage …

2 years, 5 months ago