Podcast Episodes

Bond Voyage?, High-Flyer, Building on Gains? 12/7/23

Bond yields have plunged in recent weeks, but our market guest says not so fast and expects the 10-year to hit 5.5% next year. He’ll make his case an…

2 years, 6 months ago

The Exchange 12/6/23

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

2 years, 6 months ago

Cut Timeline, Drugs & Bots, Rom-Com(merce) 12/5/23

The labor market is showing slack, but when will be enough for the Fed to start cutting rates? We’ll ask Nationwide’s chief economist. Plus, CVS is g…

2 years, 6 months ago

What’s Driving the Rally?, Trillions to Tap, Kings of Retail 12/4/23

Gold is at all-time highs, bitcoin is at a 20-month high, but the “Magnificent 7” are underperforming. We’ll look at who’s really in the driver’s sea…

2 years, 6 months ago

Soft Landing at Risk?, Stream Team?, and 3 Buys & a Bail 12/1/23

Stocks are up and bond yields are down. The S&P 500 back to levels last seen in July after Fed Chair Jay Powell said "uncertainty over the economic o…

2 years, 6 months ago

The Exchange 11/30/23

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

2 years, 6 months ago

The Exchange 11/29/23

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

2 years, 6 months ago

Data Divergence, Spending Surge, Earnings Exchange: AI Edition 11/28/23

Consumer confidence is climbing for the first time in 4 months, but some other economic data suggests a “hard landing”. We’ll look at what’s driving …

2 years, 6 months ago

Digging into Spending Data, Hybrids are Hot, and When Will Housing Normalize? 11/27/23

This Cyber Monday the CEO of ‘buy now, pay later’-company Klarna weighs in on the record demand for those loans as holiday shopping ramps up. 

And wit…

2 years, 7 months ago

Holiday Shopping, Spending Signals, Pandora CEO 11-22-23

People across the country gearing up for one of the busiest shopping days of the year as consumer sentiment shows signs of improvement. We’ll look at…

2 years, 7 months ago