Podcast Episodes

Musk-see TV, The Debt Ceiling Trade, and The Read on Real Estate 5/17/23

Elon Musk did not hold back in his exclusive CNBC interview – we’ll debate the biggest moments that investors are talking about today. Plus, we run t…

2 years, 10 months ago

Bots & Banks on Capitol Hill, Don’t Believe The Bears?, and The Future of Forecasting 5/16/23

A doubleheader in DC today with banks and AI under congressional scrutiny. Could anything have prevented the collapse of SVB? And what is the role of…

2 years, 10 months ago

The Fed’s Inflation Fight, Regional Bank Opportunities, and M&A Monday 5/15/23

Fed officials say more work needs to be done on fighting inflation, but what does that mean for the markets with the next FOMC meeting a month away? …

2 years, 10 months ago

Debt Ceiling Negotiations, Inflation Complacency & Digital Banking 5/12/23

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

CNBC’s Hugh Son joins ‘The Exchange’ to discuss Goldma…

2 years, 10 months ago

From the Desk of Kelly Evans: The Debt Ceiling is Just Act One 5/12/23

Kelly explains why the battle over the debt ceiling is just the beginning of the economic drama playing out in Washington.

2 years, 10 months ago

The Last Shoe To Drop, The Booming ‘Burbs, and The Fed’s Next Move (according to dead economists) 5/11/23

Kelly uses AI to speak to some of the greatest economic minds of the 20th century about the Fed’s next move.

And with jobless claims hitting the highe…

2 years, 11 months ago

Google’s AI Do-Over, The Retailer to Buy into Earnings, and Disrupting Fertility Care 5/10/23

The Google IO Conference kicks off at the top of the hour, we’re live in Mountain View CA for the headlines. 

Evercore ISI putting out a tactical bull…

2 years, 11 months ago

Debt Ceiling Dilemma, Travel Trends with Choice Hotels, Amazon’s New Cost-Cutting Measure 5/9/23

With just a few hours to the White House meeting on the debt ceiling, we look at what it means for the markets and how to position your portfolio. 

Ch…

2 years, 11 months ago

From The Desk of Kelly Evans: Where The Banking System Hits The Economy 5/8/23

Kelly explains why an under-the-radar economic indicator could highlight trouble ahead.

2 years, 11 months ago

Debt Ceiling: Political Rhetoric or Real Risk? Life Time CEO on Student Loan Debt Exposure, and Portillo’s CEO on What’s Next 5/8/23

Warren Buffett says he’s not worried about a US debt default, but if 2023 shapes up to be a repeat of 2011, equity investors could be in for a world …

2 years, 11 months ago