Podcast Episodes
Back to SearchRisk to the Upside, Real Estate Mogul Don Peebles, and a Mystery ‘Genuine Bull Market’5/24/23
Still no deal on the debt ceiling as Speaker McCarthy says the two sides remain hung up on the issue of baseline spending, but our market guest says …
2 years, 7 months ago
Debt Ceiling Positioning, AI Market Share Momentum, and Bet On The Builders? 5/23/23
Negotiations continue, but no debt ceiling deal yet. We’ll look at how investors can position for any scenario. Plus, Microsoft unveils more AI produ…
2 years, 7 months ago
Wall Street’s Wall of Worry, Freight Pain, and The Next Generation of Economists 5/22/23
A new Fed narrative has bond yields jumping, as Minneapolis Fed President Neel Kashkari tells CNBC he’s open to pausing, but not ending rate hikes. W…
2 years, 7 months ago
Risky Business, AI Winner & Losers, and Time to Trim Tech? 5/19/23
Markets turning lower on reports that debt ceiling negotiations have stalled as President Biden attends the G-7 Summit in Japan. We look at how to po…
2 years, 7 months ago
The Bubble We Need, The Search Less Traveled and What’s Next for Bank Regulation 5/18/23
Goldman Sachs saying AI could provide a huge boost to margins in the future, is artificial intelligence the bubble the stock market currently needs? …
2 years, 7 months ago
Musk-see TV, The Debt Ceiling Trade, and The Read on Real Estate 5/17/23
Elon Musk did not hold back in his exclusive CNBC interview – we’ll debate the biggest moments that investors are talking about today. Plus, we run t…
2 years, 7 months ago
Bots & Banks on Capitol Hill, Don’t Believe The Bears?, and The Future of Forecasting 5/16/23
A doubleheader in DC today with banks and AI under congressional scrutiny. Could anything have prevented the collapse of SVB? And what is the role of…
2 years, 7 months ago
The Fed’s Inflation Fight, Regional Bank Opportunities, and M&A Monday 5/15/23
Fed officials say more work needs to be done on fighting inflation, but what does that mean for the markets with the next FOMC meeting a month away? …
2 years, 7 months ago
Debt Ceiling Negotiations, Inflation Complacency & Digital Banking 5/12/23
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
CNBC’s Hugh Son joins ‘The Exchange’ to discuss Goldma…
2 years, 8 months ago
From the Desk of Kelly Evans: The Debt Ceiling is Just Act One 5/12/23
Kelly explains why the battle over the debt ceiling is just the beginning of the economic drama playing out in Washington.
2 years, 8 months ago