The Exchange

More signs of a slowdown are putting the Fed in a tricky position. We’ll debate what it means for the bull run. Plus, Bath & Body Works is plunging on weak guidance and the risk of tariffs. We’ll look at who else has the most exposure to China. And Trump’s gold card program has a hidden tax break that could lead to a boom in foreign investment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon CEO Andy Jassy weighs in on AI, James Bond, and why Alexa+ is for the children in an extended interview. Plus, ahead of earnings, we dig into why Wells Fargo says Nvidia is still one of the most attractive secular growth stories in semis.  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.

Leverage, inverse and single-stock funds have exploded in popularity. But, could a turn in the market leave some investors imploding? What to know before you buy into this trend.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A batch of negative data, including weak consumer sentiment, is weighing on stocks. Plus, UnitedHealth plunges as the Justice Department reportedly investigates its Medicare billing practices. And Wells Fargo has the retail names most exposed to the Trump administration’s shifting policy on immigration. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Walmart’s weak guidance is weighing on the Dow, putting it on pace for one of its worst days of the year. Plus, a flurry of Fed officials are weighing in on tariff uncertainty and warning of a material slowdown. And the housing market could be set for another soggy spring selling season. We’ll ask the CEO of Tri Pointe Homes about what he’s seeing. 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.

President Trump reiterated his reciprocal tariff plan over the weekend. We’ll speak to an expert that says it really could lead to 20% or more tariffs on many of our biggest trading partners.Plus, shares of Intel are surging again today amid reports it could be broken in two. But we’ll speak to an analyst who says he has a “better” idea to create value.And, U.S. and Russia officials are holding their first high-level talks in more than two years, as they try to negotiate a truce in the Ukraine conflict. We’ll get the latest details. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The major averages are set to end the week higher despite a whirlwind week of tariffs, inflation, and Musk-driven drama. But President Trump’s rhetoric around defense spending is spooking that sector. And Intel is on pace for its best week since 2000 on rumors of a tie-up with Taiwan Semi. We’ll cut through the noise with Bernstein’s Stacy Rasgon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump is set to impose new, reciprocal tariffs on other nations, matching what they currently charge the U.S. to import goods. We’ll look at the fallout for stocks and the inflationary impact. And is DOGE distracting Elon Musk from Tesla? Wedbush’s Dan Ives doesn’t think so, and says deregulation will drive another $1 trillion in market cap for the EV maker. And Atlantic Council CEO Fred Kempe is in Munich with what European officials are saying about a potential truce between Russia and Ukraine. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.