Podcast Episodes
Back to SearchBond Voyage, Trash Talk, Take Shelter 10/2/23
The 10-year yield is hitting its highest level since 2007, and our market guest still sees opportunities in bonds ahead of a recession. Plus, Birkens…
2 years, 8 months ago
It Might Just Be the Everything Shutdown 9/29/23
With the government just two days away from a shutdown, we look at how it could impact everything from economic data to the IPO market.
EV manufactur…
2 years, 8 months ago
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, 8 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, 8 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, 9 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, 9 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, 9 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, 9 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, 9 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, 9 months ago