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From The Desk of Kelly Evans: Where The Banking System Hits The Economy 5/8/23
Kelly explains why an under-the-radar economic indicator could highlight trouble ahead.
3 years, 1 month ago
Debt Ceiling: Political Rhetoric or Real Risk? Life Time CEO on Student Loan Debt Exposure, and Portillo’s CEO on What’s Next 5/8/23
Warren Buffett says he’s not worried about a US debt default, but if 2023 shapes up to be a repeat of 2011, equity investors could be in for a world …
3 years, 1 month ago
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 …
3 years, 1 month 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…
3 years, 1 month 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…
3 years, 1 month 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.
3 years, 1 month 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 – …
3 years, 1 month 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…
3 years, 1 month 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.
3 years, 1 month 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…
3 years, 2 months ago