Épisodes

  • Sticky Inflation, Musk's White House Influence 11/13/24
    Nov 13 2024

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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    44 min
  • The Exchange 11/12/24
    Nov 12 2024

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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    44 min
  • The Exchange 11/11/24
    Nov 12 2024

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

    Voir plus Voir moins
    43 min
  • Momentum Rules, Global Assets, Trump Winners 11/8/24
    Nov 8 2024

    What a week for the markets, the Dow hitting 44,000 to close out the best week in a year on Trump’s election win, while the S&P crosses the 6,000 mark for the first time. Our market guest says momentum rules. We ask him how he’s riding it. Plus, that brings us to our first mystery chart. We’ll give you a hint – it’s the key catalyst our international strategist is watching as a signal to trade out of the U.S., which he expects to happen under Trump. And, a special Three Buys & A Bail “Election Edition,” including one name in energy that hasn’t been mentioned as a Trump winner this week.

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    44 min
  • Fed Decision Countdown, Trump Tariff Impact, Upwork CEO on Earnings 11/7/24
    Nov 7 2024

    Less than 60 minutes until the Fed decision on interest rates. We’ll tell you what to expect, what to watch for, and what impact the Trump administration could have on the future of the central bank. Speaking of Trump policies, we’re drilling down on the potential tariff impact to IT and Hardware with Evercore’s Amit Daryanani, and shares of freelance platform Upwork are up 60% in 2 weeks. We’ll ask the CEO what’s driving the rally and get her read on the labor market.

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    40 min
  • Election Market Rally, Countdown to Fed Decision, Broadcast M&A Coming Soon? 11/06/24
    Nov 6 2024

    Stocks are surging as Trump becomes the President-Elect and the possibility for a GOP-controlled Congress remains. We’ll look at the three areas of the market our guest says stand to benefit. Plus, we’re just about 24 hours away from the Fed decision on interest rates, and one of our guests has noticed a shift in the central bank’s approach. And we’ll speak with the Wells Fargo analyst who says the state is set for significant M&A cycle in broadcast media.

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    46 min
  • Election Day 2024, Foreign Policy Fallout, Fed Decision Countdown 11/5/24
    Nov 5 2024

    The trades for both candidates seem to be working today with big tech outperforming, along with DJT, crypto and bond yields on the rise. We’ll look at the market implications of today’s election outcome. Plus, foreign policy and the future of NATO is front and center today with the world watching the U.S. choose a new president. And Thursday’s Fed decision is around the corner as 10-year notes go up for auction today. We have the results and analysis.

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    44 min
  • Final Election Countdown, Consumer Trades, Berkshire’s Money Moves 11/4/24
    Nov 4 2024

    We’ll round up the latest polling data and look at the key trades to consider under each outcome. Plus, we’re checking in on the consumer, with inflation and the economy top of mind ahead of tomorrow’s election. And Berkshire Hathaway is revealing its latest moves, including a growing cash pile that’s bigger than most U.S. stocks.

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    44 min