The Exchange

The Federal Reserve expected to cut rates by a quarter-point. Seymour Asset Management's Tim Seymour and BD8 Capital's Barbara Doran join for the hour to break down what that means for your money.  Plus, we look ahead to big tech earnings as Nvidia's market cap crosses $5 trillion. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple and Microsoft both hit $4 trillion in market cap. Amazon announces the largest corporate job cut in its history as AI recalibrates the workforce.  Plus, PayPal partners with OpenAI.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Berkshire Hathaway gets a rare downgrade. How much pain the government shutdown could inflict on airlines. Plus, the big tech names to buy ahead of earnings this week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this discussion, Krishna Guha, vice chairman at Evercore ISI, breaks down the recent cooler CPI print and its implications for Fed rate cuts while highlighting trends in corporate layoffs and labor markets. Barry Knapp from Ironside's Macroeconomics shares insights on inflation's impact on fiscal policy and his views on sector positioning, favoring cyclicals over tech. Francisco Blanche of BofA Securities analyzes the recent decline in gold's value and the oil market's dynamics, emphasizing the need for cautious investment strategies.

Oil prices jump after the Trump administration puts sanctions on Russia. Tesla shares recover after sliding on earnings. Plus, what the options market indicates about the direction of the meme trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wells Fargo CEO Charlie Scharf joins from the bank's new campus in Irving, Texas. Venture capitalist Bradley Tusk's solution for mitigating AI's funding issues. Plus, why Travel + Leisure says timeshares are being "rediscovered." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Warner Bros. Discovery is up for sale... we break down potential buyers and what it means for media. Earnings season continues as markets rally. Plus, how Dick's Sporting Goods is expanding their brick and mortar presence. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple hits an all-time high. AWS network failures affect more than 8 million users. Plus, President Trump doesn't want to be dependent on China's rare earths...could Australia be the answer? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The deal to develop one of the largest AI data centers in the U.S. The UAE sovereign wealth fund working to back a U.S.-TikTok deal. The AI train is moving to non-tech sectors like financials and health care. The latest news for Oracle. Plus, how the OBBB is impacting the economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rhetoric ramps up in trade talks between the U.S. and China. The small cap names to buy now as the Russell 2000 hits an all-time high. Plus, LVMH has its best day in over 20 years. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.