Podcast Episodes

Don’t Bank on a Pause, The Streaming Wars, and San Francisco the New Detroit? 5/5/23

Despite the strong headline number, the labor market is slowing…but is it slowing fast enough for the Fed? No, says one of my guests, and don’t bank …

2 years, 11 months ago

Regional Bank Wreck, Royal Caribbean’s Read, and Apple Earnings On Deck 5/4/23

More pain for regional banks with PacWest down more than 50% after saying it’s considering “all options,” including a possible sale.

Royal Caribbean’s…

2 years, 11 months ago

CNBC Special: The Fed Decision 5/3/23

The Exchange goes on the road to Washington, D.C. ahead of the Federal Reserve’s interest rate decision.

Sen. John Kennedy joins Kelly and Tyler to di…

2 years, 11 months ago

The Future of Streaming, First Republic Fallout & Fed Preview 5/2/23

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

2 years, 11 months ago

First Republic’s rescue, Charlie Munger’s warning, and Brad Gerstner’s harsh words 5/1/23

First Republic became the third bank to fail since March, but will it be the last?

Charlie Munger is warning about cracks in commercial real estate – …

2 years, 11 months ago

The Big Cap Tech Name with the Lowest Earnings Quality, FDIC’s Review of Signature Bank Collapse, and the Health Care Market Poised to Boom 4/28/23

Four of the five mega cap tech companies have reported, we take a look at the company one strategist says has shown the lowest quality earnings. 

Plus…

2 years, 11 months ago

Debt Limit Showdown, Telecom Trades & The CNBC Stock Draft 4/27/23

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

2 years, 11 months ago

First Republic’s last chance, investing in a slowdown, and UK regulators block a major deal 4/26/23

Don’t miss the new details on First Republic’s desperate pitch to save the bank. Plus, how should you invest in a slowdown if the economy is like a c…

2 years, 11 months ago

A Red Day For Regionals, Big Tech on Deck & The Fed’s Next Move 4/25/23

First Republic hemorrhaged deposits in the first quarter, and one guest says it’s now a battle of survival.

Does that mean hopes for a Fed cut this ye…

2 years, 11 months ago

Big Box Bankruptcy, Recessionary Red Flag, and LVMH’s Major Milestone 4/24/23

Is Bed Bath & Beyond’s bankruptcy a sign of trouble in the retail industry, or simply a case of mismanagement?

Plus, the one key data point flashing a…

2 years, 11 months ago