Podcast Episodes
Back to SearchDisadvantaged?, The Fed’s Fight, and 3 Buys & A Bail 7/22/22
We’re back into “growth scare” mode, with weak PMI data out this morning and now Snap Inc.’s digital ad slowdown, too. Is it a Snap-specific problem,…
3 years, 5 months ago
Europe in crisis, airlines under pressure, and Earnings Exchange 7/21/22
Europe is on the brink of crisis, as the continent grapples with energy cuts, collapsing governments and the first interest rate hike in 11 years, sp…
3 years, 5 months ago
Bet on Tech?, Energy Fallout, and Breaking, Boarding & Building 7/20/22
The Nasdaq is leading the market’s rally higher once again. So is Tech the place for investors to be? One of our experts says “yes” – as long as it’s…
3 years, 5 months ago
Bet on the bulls?, an investor divergence, and films, freight & food 7/19/22
The bulls are charging back, as stocks stage another strong rally today. We’ll look at why we may be closer to the bottom than the top, and how one e…
3 years, 5 months ago
Relief Rally?, Disney debate, and data, drugs & drilling 7/18/22
Stocks are higher once again today, with the Nasdaq now up 5% in July. So are slowdown fears over, or is growth rallying because it’s getting more sc…
3 years, 5 months ago
The Exchange 7/15/22
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
3 years, 5 months ago
100-point hike?, “peak inflation” and ad-ed value? 7/14/22
Fed Governor Christopher Waller says his base case is still “only” 75 basis points for this month’s rate hike. But are underwhelming bank earnings a …
3 years, 5 months ago
The biggest takeaway from this CPI report 7/13/22
Kelly explains how the Fed’s case for a larger interest rate hike this month just became more convincing.
3 years, 5 months ago
Inflation jumps, “uber credibility”, and Banks, Chips & Beef Jerky 7/13/22
Inflation soared to 9.1% in June, the fastest pace in 41 years. So why is the 10-year yield actually down today? We’ll look at the market-based infla…
3 years, 5 months ago
Major market moves, “Primed” & ready, and a SPAC giveback 7/12/22
The Dollar is close to parity with the Euro. Bond yield curves are inverting or dropping sharply. And oil is collapsing again, back below $100/barrel…
3 years, 5 months ago