Podcast Episodes

The Bumpy Soft Landing, An Under-the-Radar Barbie Beneficiary, and the Social Media Stock with 35% Upside 7/18/23

KPMG’s Diane Swonk sees a trifecta of headwinds for the economy, but still believes the US could avoid recession. 

With just days before the release o…

2 years, 8 months ago

Multi-decade Runway, Consumer Cracks, and Power Player 7/17/23

From “hard landing” to “soft landing” to the economy taking off again, our market guest has one sector where he sees a multi-decade runway developing…

2 years, 8 months ago

The Ripple Effect, Citi’s CFO on Earnings, and “All Bulled Up” 7/14/23

A federal judge deciding Ripple’s token isn’t a security…kinda. The CEO tells us why he’s counting the decision as a win. 

Citi CFO Mark Mason breaks …

2 years, 8 months ago

The Fed vs. Fiscal Policy, Disney’s Strategy Shift, and Stocks’ Goldilocks Moment? 7/13/23

Former Dallas Fed President Robert Kaplan argues government spending is forcing the Fed to keep rates high. 

Disney CEO Bob Iger will be at the helm t…

2 years, 8 months ago

The Broadening Market Rally, AI ETFs vs. Stocks, and the Disney Dilemma 7/12/23

With the S&P and Nasdaq hitting 52-week highs, our small cap portfolio manager says a new investing trend is emerging, even as mega cap tech keeps ra…

2 years, 9 months ago

Prime Day Underway, and Game On 7/11/23

Talk of a recession just around the corner has been going on for a long time. One economist says it’s finally time to move on, and he has four indica…

2 years, 9 months ago

Hiking a Huge Mistake, Time to Strike, and Threads vs. Twitter 7/10/23

Our market guest says a July rate hike would be a “huge mistake” by the Fed. He’ll explain why as one CEO warns that the bond market is flashing trou…

2 years, 9 months ago

The Exchange 7/7/23

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

2 years, 9 months ago

The Exchange 7/6/23

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

2 years, 9 months ago

The Exchange 7/5/23

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

2 years, 9 months ago