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The Exchange

Latest episodes

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Oct 30, 2024 • 44min

Economy Still Resilient? 10/30/24

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Oct 29, 2024 • 43min

Tech Policy Under Harris vs. Trump & State of the Consumer 10/29/24

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Oct 28, 2024 • 44min

Big Tech on Deck, The 22-Hour Trading Day, and the Elder Care Gap 10/28/24

Five of the Magnificent Seven report results this week; our technician has the name poised for a breakout. NYSE President Lynn Martin weighs in on the pros and cons of a 22-hour trading day. Plus, the start-up pairing college students with seniors to help close the elder-care gap. 
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Oct 25, 2024 • 43min

Investment Opportunities Abroad & Under-the-Radar AI Names 10/25/24

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Oct 24, 2024 • 44min

Big Tech & The Fed's Rate Path 10/24/24

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Oct 23, 2024 • 44min

The Bonds to Buy, “Sleepwalking into an Economic Storm”, Tesla Results on Deck 10/23/24

Stocks are moving lower as yields climb yet again. We’ll tell you where the opportunities are and why our strategist is cautious on the long end. Plus, the winner of this year’s Nobel Prize in Economics says America is “sleepwalking into an economic storm”. He’ll join us to explain and tell us about the red flags he’s seeing. And Tesla reports results after the bell today. Bernstein’s Toni Sacconaghi joins us to explain why he sees more than 44% downside ahead.
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Oct 22, 2024 • 44min

Take a Page from Japan, Win-Win for Disney & Nike?, Next Gen Generative AI 10/22/24

Paul Tudor Jones says the U.S. should inflate its way out of debt. We’ll debate the Fed’s path forward from here. Plus, the changes to Disney’s board may be a net-positive for both Disney and Nike. And we’ll talk to one of the biggest players in AI about the next steps and a potential IPO.
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Oct 21, 2024 • 44min

Rate Reversal, Unhealthy Returns, 15 Days Until Election Day 10/21/24

Rates, overall, have moved higher since the Fed’s jumbo rate cut last month. We’ll look at what’s behind the moves and how to position. Plus, Cigna and Humana shares are on the move as deal talks may be back on, but one strategist calls this the most challenging fundamental backdrop ever for health insurers. And we’ve got a view on the ground in one county that could decide the election, as we kick off the 2024 Your Money, Your Vote Roadtrip.
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Oct 18, 2024 • 44min

Cause for a Pause?, Read on REITs, Manufacturing in Mexico 10/18/24

The economy is strong, and the stock market is at record highs. So should the Fed pause rate cuts? We debate and look at where your money is best deployed against this backdrop. Plus, now that several names have reported, we get a gut check on REITs on the heels of that jumbo-sized rate cut. One analyst brings us his top pick from here. And this company has got a large manufacturing base in Mexico, but is still well positioned even if former President Trump gets elected and imposes steep tariffs. We reveal that name and a few other winners.
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Oct 17, 2024 • 44min

Trading the AI story, Viral f(AI)ke podcasts, Earnings Exchange: NFLX, AXP, PG 10/17/24

Chip stocks are hitting new highs, and the AI story  seems intact but our market guest says to trade it on the margins and joins us to explain. Plus, Google is using AI to turn text into podcasts, and it could be just the beginning for the next generation of generative AI. And we’ve got Netflix, American Express and Procter & Gamble on deck for Earnings Exchange.

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