The Exchange

President Trump reiterates his pursuit for Greenland, but rules out using military force.  Justice Kavanaugh advocates for Fed independence as the justices question the legality of Fed Governor Lisa Cook's firing.  Plus, what the new housing investor ban means for real estate prices. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks tumble as trade war fears reignite, could that be a buying opportunity? Does America still have bargaining power when it comes to Greenland? Plus, how Europe could respond to Trump's tariff threats Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Donald Trump wants to keep National Economic Council Director Kevin Hassett in his current position, shaking up the race for the Federal Reserve chair. A new provision of the Billionaire Tax could penalize tech founders. Plus, the White House's push for tech giants to fund new power plants. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wells Fargo upgrades AI and memory chips. A key crypto bill loses industry support. Plus, why upending Fed independence could spur inflation.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

JPMorgan’s Chief US Economist makes the case for the Fed to hold interest rates steady in 2026. With oil prices climbing amid Iran tensions, Citi calls this crude’s “show me moment.” Plus, why real estate is shifting from “frozen to functional,” according to ‘Owning Manhattan’’s Ryan Serhant.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Department of Justice’s probe into Fed Chair Powell could create a “shadow Fed” and backfire against the Trump administration’s goals of lower interest rates, according to Strategas.  Why a limit on credit card interest rates could boost names like Visa and Mastercard. Plus, chips analyst Chris Caso’s favorite AI idea in 2026.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former Fed Governor Larry Lindsey says there are no heroes in the Justice Department’s investigation into Fed Chair Powell, while Brooking’s David Wessel warns the probe could ultimately spur more inflation. A portfolio manager who outperformed the S&P last year makes the case for chip stocks not named Nvidia. Plus, both traditional banks and fintech names are under pressure after President Trump proposed capping credit card fees.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump directs GSEs to buy $200B in mortgage bonds, will it help lower rates? Oil Executives meet at the White House to discuss what’s next in Venezuela. Plus, Meta’s big bet on nuclear power. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump proposing new restrictions on corporate landlords and defense companies. S&P Global sees a copper shortage in the near-future. Plus, the structural shift happening in the labor market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A bearish strategist emerges as the Dow and S&P 500 both hit record highs. Memory chips are on a tear as Nvidia's CEO calls it a "completely underserved market." Plus, defense climbs to an all-time high amid geopolitical tensions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.