Podcast Episodes
Back to SearchThe Exchange 8/1/23
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
2 years, 8 months ago
Soft Landing Tech Trap, Under the R(AI)dar, and 3 Big Bellwethers 7/31/23
Don’t get caught in the so-called “soft landing” trap, says our market guest. He tells us where he’s finding opportunities right now instead. Plus, t…
2 years, 8 months ago
Potential Pause, Messi of AI, Restaurant Revamp 7/28/23
The Fed might have a reason to pause rate hikes for the rest of the year, and our market guest has some ways for investors to position. Plus, one ana…
2 years, 8 months ago
Forget the Fed, Cruise Control, and The Busiest Day of Earnings Season 7/27/23
GDP is topping expectations and inflation continues to cool, so should the Fed be done raising rates? Our market guest tells investors how to positio…
2 years, 8 months ago
Fed Decision Countdown, Real Estate Risks, and Striking a Deal 7/26/23
All the investment advice you need to know ahead of the Fed decision on interest rates. Plus, billionaire real estate mogul Don Peebles joins us on s…
2 years, 8 months ago
The Fed’s Endgame, Alaska Air Turbulence, and Alphabet’s Bull Case 7/25/23
Wondering what to expect and how to position ahead of the Fed’s decision on interest rates? Former Pimco chief economist Paul McCulley joins us with …
2 years, 8 months ago
The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23
A big week for big tech with Alphabet, Microsoft, Intel and Meta results on deck. We’ll drill down on the name one analyst says is the best positione…
2 years, 8 months ago
A.I. in D.C., Time to Buy, and 3 Buys & A Bail 7/21/23
President Biden speaks after meeting with tech executives from 7 AI companies. We’ll set the scene, and look at what’s at stake. Plus, as the payment…
2 years, 8 months ago
Data Curveball, Margins & Movies, and The Elder Economy 7/20/23
One of the best real-time indicators of the economy just surprised everyone, and it’s complicating the outlook for the Fed and investors. We’ll tell …
2 years, 8 months ago
Alarm Bells, Too Much Credit, Health of Housing 7/19/23
“No landing” might be the new consensus, and our market guest is sounding the alarm, saying the market is overvalued and recession risk is super elev…
2 years, 8 months ago