Podcast Episodes

A laissez-faire FedMain Street’s credit crunch, and XPrize’s new $11M challenge 4/21/23

Is the Fed being too laissez-faire about stress in the banking system? Former Dallas Fed President Richard Fisher says it still has to slay the “infl…

2 years, 11 months ago

Sound the Alarms, The Consumer Trade, and an Alaska Airlines CEO Exclusive 4/20/23

Stocks are back in the red as a key economic indicator unexpectedly drops to a near three year low. It’s one of several data points that has our gues…

2 years, 11 months ago

Regional Bank Reversal, Reading the Earnings Tea Leaves, and NVID(AI) 4/19/23

Western Alliance is growing deposits – is that a bullish sign for the rest of the regionals? We look at the fallout for the financials post-SVB. Tesl…

2 years, 11 months ago

Sour Investor Sentiment, Bank Earnings Bonanza, and AI Regulation Nation 4/18/23

Investors are the most pessimistic they’ve been in in over a decade, but one advisor sees opportunities overseas.

It’s a tale of two quarters for Bank…

2 years, 11 months ago

Earnings Pain Ahead?, Bullish on the Builders, and AI’s labor impact 4/17/23

Earnings season is off to a surprisingly good start. In fact, too strong says one of our guests. He’s bracing for earnings to drop 30 percent. He tel…

2 years, 11 months ago

Canary in the Regional Bank Coal Mine, A Contrarian Travel Call, and the Data Divergence 4/14/23

Investors initially cheering PNC’s earnings report, but after digesting results, the street noting some weakness. What that could signal about the he…

2 years, 11 months ago

Rising Recession Risks?, Debt Dilemma, and Crypto Warning 4/13/23

Producer prices are cooling sharply, while jobless claims are rising. We’ll explain why the economic slowdown could be closer than you think. Plus, t…

2 years, 11 months ago

Inflation Turning Point?, and Buy It Like Buffett

San Francisco Fed President Mary Daly says “we don’t expect to continue to raise rates every meeting.” Her remarks follow this morning’s cooler-than-…

2 years, 11 months ago

Faltering Fed?, The Bank Bifurcation, and Dividend Divide - 4/11/23

Markets are anxiously awaiting tomorrow’s CPI report. But should it even matter that much? One of our big investors says “no” – and if anything, it c…

3 years ago

Hike or Halt?, Earnings Warning, and Beijing’s Bold Moves - 4/10/23

After the decent March jobs report, Wall Street is now ratcheting up the likelihood of another Fed hike in a few weeks. But our economists say “not s…

3 years ago