Podcast Episodes

Canary in the Regional Bank Coal Mine, A Contrarian Travel Call, and the Data Divergence 4/14/23

Investors initially cheering PNC’s earnings report, but after digesting results, the street noting some weakness. What that could signal about the he…

2 years, 9 months ago

Rising Recession Risks?, Debt Dilemma, and Crypto Warning 4/13/23

Producer prices are cooling sharply, while jobless claims are rising. We’ll explain why the economic slowdown could be closer than you think. Plus, t…

2 years, 9 months ago

Inflation Turning Point?, and Buy It Like Buffett

San Francisco Fed President Mary Daly says “we don’t expect to continue to raise rates every meeting.” Her remarks follow this morning’s cooler-than-…

2 years, 9 months ago

Faltering Fed?, The Bank Bifurcation, and Dividend Divide - 4/11/23

Markets are anxiously awaiting tomorrow’s CPI report. But should it even matter that much? One of our big investors says “no” – and if anything, it c…

2 years, 9 months ago

Hike or Halt?, Earnings Warning, and Beijing’s Bold Moves - 4/10/23

After the decent March jobs report, Wall Street is now ratcheting up the likelihood of another Fed hike in a few weeks. But our economists say “not s…

2 years, 9 months ago

TEX Goes Tech: Digging into the Sustainability of the Nasdaq Rally, The Names to Buy Now, and Why Rates Could Now Stay Lower 4/6/23

New jobs data revisions painting an uglier labor market picture than previously thought, which could have the Fed on pause. What that means for both …

2 years, 9 months ago

The Tech Trade, Recession Risk on the Rise?, and Travel’s Price Problem 4/5/23

Tech stocks have had a major run this year. But with Loretta Mester echoing James Bullard’s comments in support of more rate hikes, the Nasdaq is und…

2 years, 9 months ago

Fed Pause Ahead?, Overseas Opportunities, and Hold on to Your Staplers! 4/4/23

Higher rates. Tighter lending. Huge deposit outflows. Will the Fed need to hike rates much further to fight inflation, or will a potential credit cru…

2 years, 9 months ago

The Exchange: Recession Risk & Tech Trade Winners 4/3/23

Black Knight’s Andy Walden, VP of enterprise research, and CNBC’s Diana Olick, discuss affordability constraints weighing on market demand for housin…

2 years, 9 months ago

The Fed’s Balancing Act, Wall of Worry, and Box Office Blues 3/31/23

A key inflation gauge shows prices are cooling. But are they cooling enough for the Fed to hit the brakes on interest rates? We’ll debate.

Plus, Citi …

2 years, 9 months ago