Podcast Episodes
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From the Desk of Kelly Evans: The long, long wait for recession 2/17/23
Kelly explains why just because it’s taking a while, doesn’t mean a recession is off the table.
3 years, 1 month ago
From the Desk of Kelly Evans: What is the CPI report telling us? 2/17/23
Kelly digs into the details of the latest inflation report.
3 years, 1 month ago
From the Desk of Kelly Evans: Why haven't there been more blowups? 2/17/23
Kelly highlights how data continues to hold up relatively well, despite the Fed’s massive tightening strategy.
3 years, 1 month ago
The Fed’s Next Move, Buy The Dip?, and “Shop or Drop” 2/17/23
Is a half point rate hike now in play? Two Fed officials are making the case for it. But one of our guests says things aren’t as strong as they seem.…
3 years, 1 month ago
From the Desk of Kelly Evans: The State of the Union 2/16/23
Kelly highlights some encouraging things happening in the economy in the long-term.
3 years, 1 month ago
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…
3 years, 1 month 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…
3 years, 1 month 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 …
3 years, 1 month 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…
3 years, 1 month 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…
3 years, 2 months ago