Podcast Episodes

Taking A Breather, “Volmageddon 2.0,” and 3 Rates & The Consumer 2/16/23

Inflation is still hot. Labor is still tight. Housing is firmer than expected, and manufacturing is doing worse. The markets are taking a breather as…

2 years, 10 months ago

Retail Detail, Travel Trade, and Earnings Exchange 2/15/23

The latest CPI print showed inflation is still high, and yet new retail sales numbers show consumer spending is still strong! Is the U.S. consumer si…

2 years, 10 months ago

The “Unresolved Tensions” Trade, Inflation Situation, and Earnings Exchange 2/14/23

Stocks are under pressure after today’s hotter-than-expected CPI print. A 5-star fund manager will join us to reveal his “tensions” trade, and names …

2 years, 11 months ago

Bracing for CPI, High Altitude, High Stakes?, and Health of Housing 2/13/23

Stocks are shaking off their CPI jitters, with the big inflation report due out before the bell tomorrow morning.  

Will it show inflation re-accelera…

2 years, 11 months ago

Betting On The Consumer, Renting, Buying & Building, and 3 Buys & A Bail 2/10/23

Don’t underestimate the American consumer. Sentiment continues to improve, and one of our experts sees continued resiliency despite rising rates. She…

2 years, 11 months ago

The Data Disconnect, “The Proxy Fight is Over,” and “MIFTs” 2/9/23

The 2/10 yield curve is the most-inverted it’s been in 40 years, but the jobs market is incredibly strong…we dig into what the data disconnect means …

2 years, 11 months ago

“Time To Play Offense”, What’s The Plan?, and “A+” for AI 2/8/23

Stocks are off to a hot start in 2023, and that has one expert saying it’s “time to play offense.” But how long can that strategy work when the econo…

2 years, 11 months ago

From the Desk of Kelly Evans: How can margins NOT collapse? 2/8/23

Kelly explains why you can’t have higher wages and rising corporate profits in this economy.

2 years, 11 months ago

Disinflation Situation, and Microsoft’s A.I. Ambitions 2/7/23

Federal Reserve Chair just finished his live speech at the Economic Club of Washington, where he confirmed disinflationary process has begun. We’ll r…

2 years, 11 months ago

Fed Up!, Rising Tensions, and Earnings Exchange 2/6/23

Last week’s smaller rate hike from the Federal Reserve already didn’t sit well with former Fed Governor Lawrence Lindsey. And then came the shockingl…

2 years, 11 months ago