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The Exchange

Latest episodes

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Nov 26, 2024 • 44min

Tariffs & Trades, Red Flags?, Health of Housing 11/26/24

President-elect Trump doubles down on tariffs. The option market waves a red flag. And housing misses big on another key metric.  
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Nov 25, 2024 • 44min

Markets Cheer Trump Cabinet Pick, The Pasta Sauce Spending Indicator, and Gen Z’s “It” List 11/25/24

Stocks climb, yields fall after President-elect Trump chooses a fiscal hawk to head the Treasury Department. Bank of America explores the link between premium pasta sauce sales and restaurant foot traffic. Plus, what’s topping Gen Z’s holiday wishlists—and which companies are set to cash in. 
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Nov 22, 2024 • 43min

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

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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Nov 21, 2024 • 43min

Nvidia, M&A Activity in 2025 & Hyundai's EV Ambitions 11/21/24

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Nov 20, 2024 • 43min

Trump Tariffs 2.0, Crypto & Klarna CEO 11/20/24

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Nov 19, 2024 • 43min

Russia-Ukraine Tensions Rising, Semiconductor Near-term Headwinds, Off-Price On Deck 11/19/24

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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Nov 18, 2024 • 44min

How to Trade on Thanksgiving Travel, The Future of Retail 11/18/24

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Nov 15, 2024 • 43min

Trump Transition, Finding Opportunities, Undervalued Mag 7 Stocks 11/15/24

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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Nov 14, 2024 • 49min

Post-Election Rally Stalling? 11/14/24

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. 
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Nov 13, 2024 • 44min

Sticky Inflation, Musk's White House Influence 11/13/24

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

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