Podcast Episodes

Fed Decision Countdown, Real Estate Risks, and Striking a Deal 7/26/23

All the investment advice you need to know ahead of the Fed decision on interest rates. Plus, billionaire real estate mogul Don Peebles joins us on s…

2 years, 5 months ago

The Fed’s Endgame, Alaska Air Turbulence, and Alphabet’s Bull Case 7/25/23

Wondering what to expect and how to position ahead of the Fed’s decision on interest rates? Former Pimco chief economist Paul McCulley joins us with …

2 years, 5 months ago

The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23

A big week for big tech with Alphabet, Microsoft, Intel and Meta results on deck. We’ll drill down on the name one analyst says is the best positione…

2 years, 5 months ago

A.I. in D.C., Time to Buy, and 3 Buys & A Bail 7/21/23

President Biden speaks after meeting with tech executives from 7 AI companies. We’ll set the scene, and look at what’s at stake. Plus, as the payment…

2 years, 5 months ago

Data Curveball, Margins & Movies, and The Elder Economy 7/20/23

One of the best real-time indicators of the economy just surprised everyone, and it’s complicating the outlook for the Fed and investors. We’ll tell …

2 years, 5 months ago

Alarm Bells, Too Much Credit, Health of Housing 7/19/23

“No landing” might be the new consensus, and our market guest is sounding the alarm, saying the market is overvalued and recession risk is super elev…

2 years, 5 months ago

The Bumpy Soft Landing, An Under-the-Radar Barbie Beneficiary, and the Social Media Stock with 35% Upside 7/18/23

KPMG’s Diane Swonk sees a trifecta of headwinds for the economy, but still believes the US could avoid recession. 

With just days before the release o…

2 years, 5 months ago

Multi-decade Runway, Consumer Cracks, and Power Player 7/17/23

From “hard landing” to “soft landing” to the economy taking off again, our market guest has one sector where he sees a multi-decade runway developing…

2 years, 5 months ago

The Ripple Effect, Citi’s CFO on Earnings, and “All Bulled Up” 7/14/23

A federal judge deciding Ripple’s token isn’t a security…kinda. The CEO tells us why he’s counting the decision as a win. 

Citi CFO Mark Mason breaks …

2 years, 6 months ago

The Fed vs. Fiscal Policy, Disney’s Strategy Shift, and Stocks’ Goldilocks Moment? 7/13/23

Former Dallas Fed President Robert Kaplan argues government spending is forcing the Fed to keep rates high. 

Disney CEO Bob Iger will be at the helm t…

2 years, 6 months ago