Podcast Episodes

The Last Shoe To Drop, The Booming ‘Burbs, and The Fed’s Next Move (according to dead economists) 5/11/23

Kelly uses AI to speak to some of the greatest economic minds of the 20th century about the Fed’s next move.

And with jobless claims hitting the highe…

2 years, 8 months ago

Google’s AI Do-Over, The Retailer to Buy into Earnings, and Disrupting Fertility Care 5/10/23

The Google IO Conference kicks off at the top of the hour, we’re live in Mountain View CA for the headlines. 

Evercore ISI putting out a tactical bull…

2 years, 8 months ago

Debt Ceiling Dilemma, Travel Trends with Choice Hotels, Amazon’s New Cost-Cutting Measure 5/9/23

With just a few hours to the White House meeting on the debt ceiling, we look at what it means for the markets and how to position your portfolio. 

Ch…

2 years, 8 months ago

From The Desk of Kelly Evans: Where The Banking System Hits The Economy 5/8/23

Kelly explains why an under-the-radar economic indicator could highlight trouble ahead.

2 years, 8 months ago

Debt Ceiling: Political Rhetoric or Real Risk? Life Time CEO on Student Loan Debt Exposure, and Portillo’s CEO on What’s Next 5/8/23

Warren Buffett says he’s not worried about a US debt default, but if 2023 shapes up to be a repeat of 2011, equity investors could be in for a world …

2 years, 8 months ago

Don’t Bank on a Pause, The Streaming Wars, and San Francisco the New Detroit? 5/5/23

Despite the strong headline number, the labor market is slowing…but is it slowing fast enough for the Fed? No, says one of my guests, and don’t bank …

2 years, 8 months ago

Regional Bank Wreck, Royal Caribbean’s Read, and Apple Earnings On Deck 5/4/23

More pain for regional banks with PacWest down more than 50% after saying it’s considering “all options,” including a possible sale.

Royal Caribbean’s…

2 years, 8 months ago

CNBC Special: The Fed Decision 5/3/23

The Exchange goes on the road to Washington, D.C. ahead of the Federal Reserve’s interest rate decision.

Sen. John Kennedy joins Kelly and Tyler to di…

2 years, 8 months ago

The Future of Streaming, First Republic Fallout & Fed Preview 5/2/23

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

2 years, 8 months ago

First Republic’s rescue, Charlie Munger’s warning, and Brad Gerstner’s harsh words 5/1/23

First Republic became the third bank to fail since March, but will it be the last?

Charlie Munger is warning about cracks in commercial real estate – …

2 years, 8 months ago