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The Exchange

Latest episodes

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Jun 27, 2025 • 44min

Record Highs & Trump’s Mega Bill 6/27/25

The AI trade helping to push both the S&P 500 and the Nasdaq to record highs. Our trader sees more room for tech to run and reveals the ‘dead money’ stock he’s buying now. Plus, President Trump walking back that July 4th deadline for the passage of his “One Big, Beautiful Bill” after it hits more snags in the Senate.  
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Jun 26, 2025 • 44min

The Future of the Fed, Tax Bill Headwinds, and Regional Bank Ripples 6/26/25

Mohamed El-Erian says it’s getting harder to believe the Fed is apolitical. President Trump’s mega bill hits a snag in the Senate. Plus, what  Zohran Mamdani’s NYC primary win means for regional banks. 
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Jun 25, 2025 • 44min

Beware the Rally, Nvidia Hits a Record High, and the Mamdani Movers 6/25/25

Have stocks run too far too fast since the April tariff sell-off? How much further could Nvidia run after hitting a fresh intraday high? And what does Zohran Mamdani’s Democratic primary upset mean for NYC real estate?
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Jun 24, 2025 • 44min

The Case Against Cuts, Middle East Policy Repercussions, and the Weight-Loss Break-Up 6/24/25

Fed Chair Jay Powell standing pat on interest rates during his House testimony today. What the Israel-Iran conflict means for Trump’s mega bill. Plus, Hims’ compounding conflicts.
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Jun 23, 2025 • 55min

The Exchange 6/23/25

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Jun 20, 2025 • 44min

Hot on Housing, (Mr.) Beast Mode, and Rick Perry Talks Iran 6/20/25

The housing names one value investor says present big opportunities. Netflix is in (Mr.) Beast mode, according to Wells Fargo. Plus, Former Energy Secretary Rick Perry weighs in on the Israel-Iran conflict. 
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Jun 18, 2025 • 40min

Countdown to Fed Decision, Sen. Warren on Fed, Iran & More, and AI’s Talent Battle 6/18/25

Ahead of the Federal Reserve’s decision on interest rates, we look at what’s at stake and what to expect from today’s projections. Plus, Senator Warren joins us live from Capitol Hill to address President Trump’s criticism of Fed Chair Powell and the conflict in the Middle East. And OpenAI’s Sam Altman is accusing Meta of poaching its staff with 9-figure signing bonuses. 
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Jun 17, 2025 • 44min

DC Drama, The Fed Decision, the Deflationary Effects of Tariffs 6/17/25

The Senate’s version of the budget bill sparking swift criticism from some GOP House members putting President Trump’s July 4th deadline in jeopardy. Why the Fed will stay behind the curve when it comes to rates. Plus, are tariffs actually deflationary?  
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Jun 16, 2025 • 44min

Israel-Iran Latest, Oil Pares Gains, G7 Summit Kicks Off 6/16/25

Stocks are bouncing back from Friday’s drop amid reports of de-escalation. Oil prices paring their gains as well, but the threat of a price spike could have major implications for this week’s Fed meeting. And President Trump is in Canada for the G7 Summit. We’ll speak with PIMCO’s Head of Public Policy, Libby Cantrill, about what to expect and what it means for the GOP spending bill on Capitol Hill.
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Jun 13, 2025 • 44min

The Exchange 6/13/25

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

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