Podcast Episodes

Charting Returns, Strikes & Stocks, and Demand Destruction 9-28-23

The biggest returns against a backdrop of soaring yields and oil prices, according to one 5-star fund manager. Plus, another strike looms over the ec…

2 years, 6 months ago

The Value Names to Buy Now, Cannabis and Capital, and the Everything Shutdown 9/27/23

Value has taken a back seat to growth for the past 15 years, but the tide may be turning—we get the names to buy and hold onto for the long-term. 

The…

2 years, 6 months ago

Economic Pressure Points, Real Estate Magnate Don Peebles, and Consumer Credit Risk 9/26/23

Between rising rates, the UAW strike, and a potential government shutdown, we’ve got every economic pressure point covered for investors. Plus, real …

2 years, 6 months ago

From the Desk of Kelly Evans: The $2 trillion deficit: how did we get here? 9/25/23

Kelly opines on the soaring national debt. 

2 years, 6 months ago

From the Desk of Kelly Evans: Who is really raising rates in Washington? 9/25/23

Kelly explains why the Fed isn’t to blame for interest rates rising here.

2 years, 6 months ago

Shutdown Showdown, Hospitality Headaches and Jeff Currie’s Exit Interview 9/25/23

With just days until a government shutdown, Raymond James’ Ed Mills takes a look at the potential impact on both stocks and bonds. 

Nevermind the offi…

2 years, 6 months ago

Perfect Storm for Private Equity, UAW Expands its Strike, and In Da Club-onomics 9/22/23

There’s a perfect storm brewing for private equity as rates continue to rise, according to Dan Rasmussen. 

The UAW expands its strikes at GM and Stell…

2 years, 6 months ago

From the Desk of Kelly Evans: The Less United Nations 9/22/23

Kelly explains why the U.N. General Assembly meeting might be losing its political luster.

2 years, 6 months ago

Wrong Answer, Stocks Stalling, DTC Divergence - 9/21/23

Legendary economist John Taylor joins the show to weigh in on how the Federal Reserve should grapple with the glut of government debt that seems to b…

2 years, 6 months ago

The Fed Decision: Live from Washington, D.C. 9/20/23

We’re live in Washington, D.C. ahead of the Federal Reserve decision on interest rates. And while the Fed is expected to pause, there is plenty of un…

2 years, 6 months ago