The Exchange

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

Dan Clifton, a strategist at Strategas, argues that Elon Musk is the ultimate bond vigilante and discusses the potential market disruptions ahead. Steve Leisman, a CNBC economics reporter, sheds light on the Federal Reserve's recent actions and their ramifications. The conversation also dives into the challenges in Washington, as Congress scrambles to prevent a shutdown. Additionally, Bloom Energy's CEO shares insights on their innovative fuel cell technology, highlighting its role in powering data centers efficiently.

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

Today’s retail sales data suggests consumers are getting more cautious, and tariffs may not help things in 2025. Plus, our market guest is going long Europe despite the growing geopolitical uncertainty there. And BofA is out with its food forecast for 2025, claiming chocolate milk could be a growth driver next year.

The Fed is expected to cut rates this Wednesday, but it’s a somewhat controversial cut. We explain why. Plus, Bank of America just made Nvidia one its top picks for year, but the stock’s been stalling out. We dive into the risks to consider.  

New Jersey Congressman Josh Gottheimer, known for his focus on national security, shares insights on the potential TikTok ban and mysterious drone sightings in his state. Steve Sosnick, Chief Strategist at Interactive Brokers, breaks down Broadcom's recent stock surge, highlighting its landmark growth amid concerns about market breadth. They discuss the evolving landscape of tech investments, the implications of AI on market dynamics, and potential political shifts impacting companies like Amazon and their labor strategies.

ServiceTitan's IPO makes waves by opening above its set price, signaling a turnaround in the IPO market. President-elect Trump shares his ambitious vision for crypto and tech at the NYSE. Meanwhile, Archer Aviation's soaring stock reflects optimism in eVTOL innovations as regulatory landscapes shift. The conversation also covers market reactions to inflation and interest rates, emphasizing investment strategies in this economic climate. Plus, a glance at the demand for high-yield bonds and the impact of major tech developments keeps the discussion lively.

Explore the Nasdaq's impressive rise past 20,000 points while dissecting inflation and grocery market dynamics. Discover the implications of new healthcare legislation and the bipartisan effort to rein in pharmacy benefit managers. Unpack the volatile healthcare stocks as tech giants, like Google, showcase their AI advancements. Analyze the impact of inflation on grocery prices, notably eggs and cereals, alongside evolving consumer trends. Finally, dive into investment strategies for 2025, emphasizing AI infrastructure and semiconductor opportunities.

The podcast dives into Wall Street's recent highs, highlighting the booming travel sector and key stocks like Norwegian Cruise Line. It navigates the turbulent waters of Republican legislative strategies and debates over priorities for the next Congress. The discussion shifts to Trump's NASA appointment and its implications for commercial real estate and national security. Predictions for 2025 focus on significant market trends and the tech landscape, particularly advancements in AI and quantum technology, shaping future investment strategies.

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