Podcast Episodes
Back to SearchWrong Answer, Stocks Stalling, DTC Divergence - 9/21/23
Legendary economist John Taylor joins the show to weigh in on how the Federal Reserve should grapple with the glut of government debt that seems to b…
2 years, 9 months ago
The Fed Decision: Live from Washington, D.C. 9/20/23
We’re live in Washington, D.C. ahead of the Federal Reserve decision on interest rates. And while the Fed is expected to pause, there is plenty of un…
2 years, 9 months ago
From the Desk of Kelly Evans: Is Trouble Brewing for Private Equity? 9/20/23
Kelly explains why private equity could find itself becoming a casualty of the Fed’s rate hikes.
2 years, 9 months ago
The Exchange 9/19/23
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
2 years, 9 months ago
Fantasyland, The Perfect Storm, Window Closing 9/18/23
Yields on the move ahead of Wednesday’s Fed meeting and our market guest warns that it’s NOT good news for stocks, saying anyone who thinks otherwise…
2 years, 9 months ago
Strike Ripples. Returns Getting Harder, 3 Buy & a Bail IPO Edition 9/15/23
Mary Barra says she put a historic offer on the table, but UAW workers disagree, and instead, have now begun a historic strike. There will be ripple …
2 years, 9 months ago
From the Desk of Kelly Evans: China Looms Over the Autoworkers' Strike 9/15/23
Kelly explains why we’re at one of the biggest inflection points the auto industry has ever seen.
2 years, 9 months ago
From the Desk of Kelly Evans: Boring IPOs are better IPOs 9/14/23
Kelly explains why a lot of hype isn’t always best when it comes to IPOs – especially these days.
2 years, 9 months ago
The Right to Buy Arm(s), Softbank’s Pricing Problem, and Fast Casual Winners 9/14/23
Shares of Softbank’s chip company, Arm, higher in their public debut…we discuss what it means for the likes of Instacart and Birkenstock’s impending …
2 years, 9 months ago
It’s the Economy, Stupid, The Case for $100 Oil, and Developing San Francisco 9/13/23
Core inflation coming in a little hotter than expected in August, but the street taking it in stride. If we’ve exited what one economist calls ‘the r…
2 years, 9 months ago