The Exchange

NEC Director Larry Lindsey weighs in on Treasury Secretary Bessent’s renewed call for a full review of the Federal Reserve. The old tech stock that’s looking expensive. Plus, with yields under pressure, are muni bonds starting to look risky?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bernstein’s bullish on rideshare and delivery ahead of earnings. One health care strategist says we’re in the middle of the worst health care sector trade ever, and he says it’s time to “just own tech.” Plus, the Microstrategy of ether debuts.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ahead of President Trump signing the country’s first-ever piece of crypto legislation, Robinhood CEO Vlad Tenev joins us in a “First on CNBC” interview from the White House. Plus, Netflix shares having their worst month in nearly 2 years despite blockbuster earnings. MNTN CEO Mark Douglas breaks down their ad future. And we dig into the divide between FICO and VantageScore for consumers.     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Clifton of Strategas and economist Claudia Sahm dig into what a Powell-less Fed would mean for markets—and the lessons Sahm says America doesn’t need to relearn. Why Netflix’s AI strategy could give it an even wider lead. Plus, is Coca-Cola about to ditch high-fructose corn syrup? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump denying reports he is set to fire Fed Chair Powell, but in the same breath also telling reporters he’s not ruling anything out. We dive into whether the president has that power and what it means for markets. Plus, retirement accounts could soon be able to invest in private assets, but are they worth the risk?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Trump administration reverses course and allows Nvidia to sell AI chips to China. The C-Suite view on the importance of the GOP’s Crypto Week. Plus, the new battleground stock that continues to deliver gains.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia has hit a staggering $4 trillion market cap, sparking excitement about its next growth catalyst. Bitcoin is also making headlines, soaring to new all-time highs thanks to rising institutional interest. The discussions dive into the implications of trade tensions and tariffs between the U.S. and Canada, alongside a critical moment in U.S.-Russia relations as Trump hints at a pivotal statement. With the surge in metal prices, the mining and energy sectors are looking more enticing than ever for investors.

Dive into a whirlwind of market trends and tech challenges! Discover how a hefty tariff on Brazil is impacting the economy while small-cap stocks and Delta Airlines are on the rise. Unpack the leadership hurdles at Apple, particularly the future of Tim Cook amidst talks of innovation and supply chain shifts. Plus, explore the rally of Chinese stocks driven by government interventions. Lastly, get insights on state rankings and the re-emergence of popular products like the McDonald's snack wrap for budget-conscious consumers.

Dan Niles, founder and portfolio manager at Niles Investment Management, offers keen insights on the market's reaction to Nvidia's record $4 trillion market cap. He discusses the future potential of tech stocks, particularly in AI infrastructure, amid fluctuating prices. The rivalry between Kevin Hassett and Kevin Warsh for the Fed Chair position heats up as Niles evaluates their differing strategies. Additionally, he dives into the impact of tariffs on Amazon’s impressive Prime Day sales, highlighting consumer behavior and retail dynamics amidst economic changes.