Susan Schmidt
Portfolio manager at Exchange Capital Resources providing market and earnings analysis on companies such as Microsoft, Meta and Tesla, and commenting on Fed policy implications.
Top 5 podcasts with Susan Schmidt
Ranked by the Snipd community
Jan 28, 2026 • 26min
Amazon cuts 16,000 jobs as it pushes AI and efficiency
Tommy Wilkes, Reuters European finance editor, reports on Deutsche Bank raids. Susan Schmidt, portfolio manager, analyzes big tech earnings and Fed policy. Channing Kelly-Ray, former AWS diversity director, discusses local and social impacts of mass layoffs and AI shifts. Aaron Canna, ex-AWS AI engineer, explains Amazon’s internal AI use and its effect on roles. Multiple short takes on AI-driven workforce change and corporate strategy.
Jan 28, 2026 • 8min
The messy, tricky, hairy task of economic forecasting
Susan Schmidt, portfolio manager at Exchange Capital Resources, weighs in on jobs and market reactions to tech and AI. Chris Farrell, senior economics contributor, unpacks why forecasts often miss recessions and how data-driven ranges still aid planning. They debate Fed signals, investor optimism about AI, and using forecasts for bets and hedges.
Jan 28, 2026 • 8min
The messy, tricky, hairy task of economic forecasting
Susan Schmidt, portfolio manager who tracks markets and labor, and Chris Farrell, senior economics commentator, discuss the messy business of forecasting. They explore Fed signals and labor data. They debate why forecasts persist despite errors. They explain messy data, forecasting limits, and why ranges and scenario planning still help decision making.
Jan 14, 2026 • 26min
Could a cap on credit-card rates really hurt consumers?
Susan Schmidt, a portfolio manager at Exchange Capital Resources, dives into the implications of President Trump’s proposed 10% cap on credit-card interest rates. She highlights concerns from banks about limited lending and access to credit for vulnerable consumers. The discussion also touches on rising consumer debt in the U.S., driven by essential expenses, and the demand for credit counseling. Schmidt warns that while a cap may help some, it could push risky borrowers toward subprime lending and doesn't address the challenges for those already in default.
Jan 7, 2026 • 8min
Post-fire, families weigh staying or leaving
Susan Schmidt, a portfolio manager at Exchange Capital Resources, shares insights into the aftermath of devastating California wildfires. Families grapple with life-changing decisions—one family opts to rebuild while another chooses to sell, despite significant losses. Themes of resilience emerge as they navigate architectural challenges and personal health concerns amidst uncertainty. Schmidt also analyzes private payroll data, highlighting slow yet positive job growth, while market reactions remain mixed. The conversation weaves together personal and economic recovery narratives.
