The Exchange

Did a strong jobs report put the Fed's plans on hold? Opinions vary as experts weigh in on its impact on interest rates and the job market. One economist suggests AI is intensifying the 'hiring doom loop,' shedding light on remote work trends. The latest from OpenAI’s 'Shipmas' and intriguing political appointments add to the tech landscape’s evolution. Discussions on semiconductor investments and the intersection of technology with national security reveal critical insights for navigating our changing economy.

In this discussion, Mike Novogratz, Founder and CEO of Galaxy Digital, offers insights as an early Bitcoin investor. He emphasizes the significance of Bitcoin surpassing $100K, marking a paradigm shift in digital assets. The conversation also delves into evolving investment strategies and the implications of economic trends on cryptocurrencies. Additionally, they touch on the global economic impact of events like the Russia-Ukraine war and highlight how wealthy collectors at Art Basel are capitalizing on this bullish sentiment.

Jay Powell, the Chair of the Federal Reserve, shares insights on U.S. monetary policy and the current economic landscape. He discusses the complexities of interest rate cuts and their potential impact on market stability. The conversation delves into the tight housing market, emphasizing the critical need for affordable housing solutions as pressure mounts on political leaders. Powell also highlights how fluctuations in mortgage rates could influence the GOP's agenda ahead of the upcoming elections, revealing a compelling interplay between economics and politics.

Discussion kicks off with the Fed's potential interest rate decisions and market impacts like the Nasdaq's highs. A strategist shares insights on mid-cap stock opportunities amidst economic resilience. The future of AI technology adoption is explored, highlighting competition among major firms. The podcast also delves into the effects of U.S. tariff policies on trade relations and examines the contrasting fortunes of tech giants. Finally, insights into municipal bonds and upcoming tax policies cap off the engaging dialogue.

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

Stocks hitting record highs again and one strategist says there’s no reason to believe the rally will slow down. Plus, bitcoin is on track to snap a 4-week winning streak, but one trading platform executive sees it climbing to $250K by the end of next year and $500K by the end of 2027. He joins us to make his case. And we’ve got every angle of Black Friday shopping covered with an in-mall view, the consumer forecast for holiday shopping season, and the CEO of Pandora Jewelers with his pulse of the consumer.

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

President-elect Trump doubles down on tariffs. The option market waves a red flag. And housing misses big on another key metric.  

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. 

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.