Épisodes

  • Trump’s Fed Goals, Netflix’s AI Potential, and a KO for Corn Syrup? 7/17/25
    Jul 17 2025

    Dan Clifton of Strategas and economist Claudia Sahm dig into what a Powell-less Fed would mean for markets—and the lessons Sahm says America doesn’t need to relearn. Why Netflix’s AI strategy could give it an even wider lead. Plus, is Coca-Cola about to ditch high-fructose corn syrup?

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    44 min
  • The Future of the Fed Chair and Private Assets Go into Retirement 7/16/25
    Jul 16 2025

    President Trump denying reports he is set to fire Fed Chair Powell, but in the same breath also telling reporters he’s not ruling anything out. We dive into whether the president has that power and what it means for markets. Plus, retirement accounts could soon be able to invest in private assets, but are they worth the risk?

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    43 min
  • Nvidia’s China Win, Crypto Week, and the New Battleground Stock 7/15/25
    Jul 15 2025

    The Trump administration reverses course and allows Nvidia to sell AI chips to China. The C-Suite view on the importance of the GOP’s Crypto Week. Plus, the new battleground stock that continues to deliver gains.

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    47 min
  • The Exchange 7/14/25
    Jul 14 2025

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

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    44 min
  • Nvidia’s Historic Week, Bitcoin’s Wild Ride, Pres. Trump Pivots on Putin 07/11/25
    Jul 11 2025

    With Nvidia’s $4 trillion market cap milestone in the rear-view mirror for investors, what’s the next catalyst that could propel the stock toward its next trillion-dollar gain? We ask the author of “The Nvidia Way” about that and more. Plus, bitcoin hitting another all-time high as the entire crypto ecosystem gets a boost. And President Trump is teasing a major statement on Russia this Monday that could mark a turning point in U.S.-Russia relations.

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    44 min
  • The Exchange 7/10/25
    Jul 10 2025

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

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    44 min
  • Nvidia’s $4T Milestone, Fed Chair Fight & Retail’s Big Week 7/9/25
    Jul 9 2025

    Nvidia stock jumping today, lifting the company’s market cap past $4 trillion for the first time ever. We ask one tech watcher how much higher it can go. Plus, the Wall Street Journal says it’s Kevin Hassett vs. Kevin Warsh in the fight to replace Jerome Powell as Fed Chair. We discuss who’s leading the race. And Amazon’s Prime Day sale pulling in $7.9 billion in the first 24 hours according to Adobe Analytics. One industry expert tells us how tariffs are impacting the big sales.

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    43 min
  • Bears Out of Hibernation, “Shut Up, Dan” and Uber’s One Big Beautiful Bill Boost 7/8/25
    Jul 8 2025

    Why we could see a 12% correction in stocks by year-end. Elon Musk telling Wedbush’s Dan Ives to “shut up.” Ives joins to dig into what’s got Musk so fired up. Plus, Bank of America bullish on Uber thanks in part to President Trump’s megabill.

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    44 min