Podcast Episodes
Back to SearchThe next Financial Crisis?, The Big Event, and Over$tocked 9/6/22
Could Europe’s energy crisis soon turn into a financial crisis? We’ll tell you why it could, who’s most exposed, and why it might be good news for U.…
3 years, 4 months ago
The Exchange 9/2/22
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
3 years, 4 months ago
Wall of Worry, Labor Pains, and Semis, Software & Yoga Pants 9/1/22
Stocks are down for the 5th straight day. The Nasdaq is down more than 8% in that time, and the list of market worries is growing even longer now. We…
3 years, 4 months ago
Too Far Too Fast, Bullish on Defense, and Data, Deals and Diamonds 8/31/22
Volatile trading in the session, but one investor says the market has fallen too far, too fast. We get the moves he’s making now. The RBC analyst w…
3 years, 4 months ago
Greed vs. Fear, The Energy Whipsaw, and 3 “C’s” 8/30/22
Stocks are lower again today, with all 3 averages on pace to finish August in the red. But one portfolio manager is heeding Warren Buffett’s advice t…
3 years, 4 months ago
Value Investor Goes Tech, Reading the Options Tea Leaves, the Three B’s on Deck 8/29/22
A noted value investor is picking up a pretty expensive chip stock, he tells us why. Options activity reveals the bulls are staying with this year’s …
3 years, 4 months ago
Market Sell-off, Stick with Tech?, and 3 Buys & A Bail: Jackson Hole Edition 8/26/22
Fed Chair Jerome Powell delivered a very hawkish speech in Jackson Hole, hinting that a big rate hike could be coming and warning of more pain ahead …
3 years, 4 months ago
Doves vs. Hawks, Post-Pandemic Pivots, and a Trip to the Mall in Earnings Exchange 8/25/22
Investors are anxiously awaiting Fed Chair Powell’s big speech at Jackson Hole. Will he signal a slow pivot to a dovish stance? We look at what that …
3 years, 4 months ago
Markets’ Critical Mission, State of Housing, and Peloton’s ‘Prime’ Move 8/24/22
There’s one stock reporting today that could determine where the market is headed next. We’ll give you the name, how to position and where to find va…
3 years, 4 months ago
Finding Opportunities, Housing Cracks and Building & Buying 8/23/22
The bears seem to be controlling the market narrative once again. But will they stay in charge? Morgan Stanley says they have one last act to play. W…
3 years, 4 months ago