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Susan Schmidt

Portfolio manager at Exchange Capital Resources who provides investor perspective on Fed rate cuts, market reactions, precious metals, oil, and corporate cyber-breach impacts.

Top 5 podcasts with Susan Schmidt

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5 snips
Dec 10, 2025 • 26min

Interest rates: Will the cuts help Americans?

Michael Godlewski, owner of EYV Restaurant, shares the struggles of small businesses facing rising costs and tariffs. Susan Schmidt, a portfolio manager, delves into investor reactions to the Federal Reserve's rate cuts and their impacts on the market. Claudia Schwarm, a former Fed economist, discusses the timing and effects of these cuts on inflation and the labor market. Lastly, commodities trader Oli Hansen analyzes the surge in silver prices driven by industrial demand and market tightness.
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Dec 3, 2025 • 26min

EU set to put forward proposal to spend Russian state assets

Timothy Ash, a strategist and Russia expert, discusses the EU's plan to use frozen Russian state assets to fund Ukraine, raising concerns about Belgium's legal exposure. Susan Schmidt offers insights into the EU's gradual phase-out of Russian gas and its market implications. Francisco Monaldi highlights Venezuela's oil potential and the geopolitical motivations behind US actions in the region. On a lighter note, John Lawrenson reports on Lugano's acceptance of Bitcoin, capturing local reactions to its growing presence in everyday commerce.
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Nov 26, 2025 • 8min

A tricky time to be a recent college grad

Carla Javier, a Marketplace reporter focused on labor and education, reveals that recent college graduates are facing tougher job markets and a narrowing unemployment gap with high school diploma holders. Susan Schmidt, a senior portfolio manager, discusses the dominance of a few AI stocks in driving market growth, raising concerns about volatility. Henry Epp highlights ongoing talks for a U.S.-Taiwan semiconductor trade deal, which could strategically boost American manufacturing. Together, they unravel the complexities of today’s job market and economic landscape.
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Nov 26, 2025 • 8min

A tricky time to be a recent college grad

Carla Javier, a Marketplace reporter specializing in labor and education economics, discusses new research revealing that the job market advantage of college graduates is shrinking. She explores pandemic impacts and AI's role in shifting hiring patterns. Also featured is Susan Schmidt, Senior Portfolio Manager at Exchange Capital Resources, who highlights concerns over stock market concentration linked to a few tech giants like NVIDIA, while mentioning the potential U.S.-Taiwan trade deal in semiconductors.
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Nov 12, 2025 • 26min

Tariff relief for US consumers

Susan Schmidt, a portfolio manager with insights on U.S. household finances, discusses the growing stress from rising consumer debts. Nobel laureate Joseph Stiglitz dives into the factors fueling global inequality, advocating for fairer taxation. Stephen MacDonald highlights the economic struggles of Chinese youth, emphasizing their reduced spending habits. Brendan Doherty shares how tariff impacts on coffee prices affect his café business. Meanwhile, Mahavi Arora reveals India’s food price dynamics and the positive effects of recent tax cuts on disinflation.

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