Episodes

  • AI Innovation & Impact, Trump 2.0 & Corporate Profits, Bitcoin’s March to $100K 11/22/24
    Nov 22 2024

    Alphabet wrapping up a tough week dealing with DOJ scrutiny, while Amazon’s upping its investment in Anthropic. We have the headlines and industry impact. Plus, our guest sees the S&P 500 hitting 7,000 by the end of 2025, thanks in part to the Trump administration’s actions, and joins us to explain why. And bitcoin continues its march to $100K, but our guest says investors are still early in the game if they get into the crypto now.

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    43 mins
  • The Exchange 11/21/24
    Nov 21 2024

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

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    43 mins
  • The Exchange 11/20/24
    Nov 20 2024

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

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    43 mins
  • Russia-Ukraine Tensions Rising, Semiconductor Near-term Headwinds, Off-Price On Deck 11/19/24
    Nov 19 2024

    Stocks are recovering after ramping tensions in the Russia-Ukraine war weighed on the major averages earlier in the session. We have the latest and what the 2nd Trump administration could mean for the region. Plus, chip stocks are boosting the Nasdaq ahead of Nvidia’s results tomorrow. We’ll look at how to position and what’s ahead for the industry as a whole. And off-price retail is on deck to report results this week. Bank of America has the names to buy ahead of the print.

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    43 mins
  • The Exchange 11/18/24
    Nov 18 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 mins
  • Trump Transition, Finding Opportunities, Undervalued Mag 7 Stocks 11/15/24
    Nov 15 2024

    We’re tackling every angle of the Trump transition: Chips, EVs, Pharma, Food, and Tech Regulation. Plus, our market guest is joining us with the biggest opportunities he sees post-election. And Michael Nathanson brings the two names in the Mag 7 he says are undervalued and underappreciated.

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    43 mins
  • The Exchange 11/14/24
    Nov 14 2024

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

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    49 mins
  • 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 mins