Podcast Episodes
Back to SearchA Tale of Two Retailers, Goodwill CEO, and Mike Novogratz Live 8/17/23
Target and Walmart reporting two very different quarters, and with student loan payments set to restart soon, we’ll look at the names best positioned…
2 years, 10 months ago
Don’t Count on Cuts, Health of Banks, Housing Hedge 8/16/23
Don’t bet on the Fed cutting rates anytime soon, says our market guest. She’ll tell us where she’s finding opportunities. Plus, the CEO of Jack Henry…
2 years, 10 months ago
No Landing No-Kay!, Downgrades Ahead, Health of Housing 8/15/23
The Fed needs the economy to soften but today's retail data showing no signs of it. We look at why this could become a problem for the Fed and how yo…
2 years, 10 months ago
The Exchange 8/14/23
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
2 years, 10 months ago
China’s Sluggish Recovery, Hire Education, and Soft Landing Save? 8/11/23
Chinese property giant Country Garden issuing a profit warning amid a decline in real estate sales, we have the latest details and the trade on the C…
2 years, 10 months ago
Sell-off Watch, Ad-vantaged, Cyber Pains & Gains 8/10/23
Markets are breathing a sigh of relief on weaker-than-expected CPI data, but our market guest says don’t get too complacent and sees inflation rising…
2 years, 10 months ago
Tug of War, Stifel CEO Exclusive, and Keeping It Clean 8/9/23
Crude prices are hitting their highest level of the year and our guest says ‘watch out’ because oil could push US inflation higher again even as defl…
2 years, 10 months ago
Credit Crunch, Winners & Losers, Cost of Care 8/8/23
Moody’s is downgrading several US banks and warning more could follow, but private credit is stepping in to fill the lending gap. We’ll speak with th…
2 years, 10 months ago
The Potential for Cuts, ADP vs. BLS, Health of Housing 8/7/23
From rate hikes to cuts by next year? The NY Fed’s John Williams suggests that prospect in a new interview. We’ll look at what that could mean for in…
2 years, 10 months ago
The Goldilocks Number, SEC vs. Coinbase, and Protecting Your Portfolio 8/4/23
Stocks pop and yields drop after today’s so-called “Goldilocks” jobs number. We’ll look at whether it’s enough to fuel the market euphoria and whethe…
2 years, 10 months ago