Podcast Episodes

Fed vs. Markets, Buy or Bail?, Bull vs. Bear 3/6/23

Stocks are higher, even as the yield curve flashes a worsening recession warning. Are investors growing complacent? Will Jerome Powell address it on …

2 years, 10 months ago

Toss Out the Rules?, Risky Business, and the China Conundrum 3/3/23

Everyone’s talking about whether or not the Fed needs to take interest rates to 6% now. But what if even that number is too low?

According to the “Tay…

2 years, 10 months ago

From the Desk of Kelly Evans: Should you rotate out of index investing? 3/3/23

Kelly explains why the traditional portfolio might not survive in this economic environment.

2 years, 10 months ago

Data Delusion. Invest Overseas?, and “Burn the Boats” 3/2/23

Is the Fed making decisions based on increasingly imprecise jobs data? One of our guests says “yes.” We’ll look at the issues, and potential fallout …

2 years, 10 months ago

The Exchange 3/1/23

Tesla holding its investor day, but could Tesla’s current competitive advantage become its weakness? 

The long-time best-performer on the S&P citing f…

2 years, 10 months ago

From the Desk of Kelly Evans: Are rates now going to 6%? 2/28/23

Kelly explains why the Fed could continue tightening much, more more.

2 years, 10 months ago

Ready For Prime Time, International Warning Signs?, and $400 Billion on The Docket 2/28/23

One of the few issues with bipartisan support in congress is heading for prime. Tonight will mark the first hearing from the House Select Committee o…

2 years, 10 months ago

From the Desk of Kelly Evans: The small business problem 2/28/23

Kelly explains why the small business boom may be coming to an end, and what that means for the broader economy.

2 years, 10 months ago

The Read on Rates, and No Pause, No Problem? 2/27/23

Do rates actually matter to the stock matter anymore? One of our guests says “yes,” and that yields need to stop rising to trigger a new bull market.…

2 years, 10 months ago

Full Attack Mode?, Fed Fallout, and 3 Buys & A Bail: AI Edition! 2/24/23

Inflation was trending lower…until today. So will the Fed now shift to full ‘attack mode?’ We’ll explore all the scenarios, and what they mean for ma…

2 years, 10 months ago