The Exchange

Fed Chair Powell says the Fed is focused on separating the signal from the noise, but with so much uncertainty in the market, we’ll look at how to position in both stocks and bonds. Trump’s tariffs remain a major source of that investor uncertainty, with the president saying reciprocal tariffs could go into effect as early as today. And one portfolio manager says investors should keep the faith in the Mag 7’s fundamentals, despite the noise in the rest of the tech landscape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Uncertainty about supply chains and higher costs are rattling C-suites around the world, as American companies continue to worry about growth. We’ll ask one CEO who’s uniquely positioned to look at both challenges. Plus, 6 of the Mag-7 stocks are down year-to-date, but Evercore just made one of them their new top pick in the Internet space. And we’ll look at the state of the semis trade as the SMH ETF breaks below a key technical level. 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’s tariffs on Canada, Mexico and China are going into effect today, rattling the markets. We’ll look at how to position and what it all means for consumers and the Fed’s path forward.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tariffs are set to be imposed on Mexico, Canada, and China, but our guest is concerned there doesn’t seem to be any rush for countries to find an off-ramp. Plus, Warren Buffett warns the economy and consumer could weaken, but our market guest is ready to buy any pullbacks and tells us where he sees the most opportunity. And tariffs should be a tailwind for this U.S. uranium producer, but there’s more to this story than trade. The CEO of Uranium Energy Corp. joins us with his outlook for America’s energy security. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump and Vice President Vance argued with Ukranian President Zelenskyy during an extraordinary moment before reporters in the White House. The visit, which was supposed to culminate in a news conference between both leaders, ended with Zelenskyy’s abrupt departure. We follow the live developments and market action as the event unfolds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.