Podcast Episodes

TEX Goes Tech: Digging into the Sustainability of the Nasdaq Rally, The Names to Buy Now, and Why Rates Could Now Stay Lower 4/6/23

New jobs data revisions painting an uglier labor market picture than previously thought, which could have the Fed on pause. What that means for both …

3 years ago

The Tech Trade, Recession Risk on the Rise?, and Travel’s Price Problem 4/5/23

Tech stocks have had a major run this year. But with Loretta Mester echoing James Bullard’s comments in support of more rate hikes, the Nasdaq is und…

3 years ago

Fed Pause Ahead?, Overseas Opportunities, and Hold on to Your Staplers! 4/4/23

Higher rates. Tighter lending. Huge deposit outflows. Will the Fed need to hike rates much further to fight inflation, or will a potential credit cru…

3 years ago

The Exchange: Recession Risk & Tech Trade Winners 4/3/23

Black Knight’s Andy Walden, VP of enterprise research, and CNBC’s Diana Olick, discuss affordability constraints weighing on market demand for housin…

3 years ago

The Fed’s Balancing Act, Wall of Worry, and Box Office Blues 3/31/23

A key inflation gauge shows prices are cooling. But are they cooling enough for the Fed to hit the brakes on interest rates? We’ll debate.

Plus, Citi …

3 years ago

Is the Coast Really Clear?, Options Market Tea Leaves, and End of the ‘Safety Trade’? 3/30/23

Inflation overseas is falling sharply. The Nasdaq is up 20% from its lows. And oil is popping 6% this week. Is the market giving us the “all clear” s…

3 years ago

From the Desk of Kelly Evans: We are SO not out of the woods 3/30/23

Kelly explains why rosy data doesn’t mean we’ve avoided a looming economic downturn.

3 years ago

Anatomy of a Bank Run, Bigger is Better?, and Stocks vs. Bonds 3/29/23

It’s Day 2 for bank regulators on Capitol Hill. The biggest revelation so far? $100 billion was about to leave Silicon Valley Bank in a single day.

Th…

3 years ago

Bank Regulators on the Hot Seat, A Bank for Gen Z?, and Dethroning King Dollar 3/28/23

Bank regulators are in the crosshairs of lawmakers who want answers on Capitol Hill today. How could Silicon Valley and Signature Bank fail so fast? …

3 years ago

Banks Boost, Short Duration = Big Gains?, and SVB Collapse Hearing On Deck 3/27/23

More bank backstops came to light over the weekend, as U.S. officials reportedly considered expanding an emergency bank lending program.  First Citiz…

3 years ago