エピソード

  • Discounting Disinflation in ’25, The Footwear Names to Slip Into, Commercial Real Estate Outlook 12/26/24
    2024/12/26

    David Zervos tells us why he thinks the Fed is too restrictive heading into the Trump administratio. A retail analyst brings us the four names he’s most bullish heading into 2025--including one stock that’s up 20% in the past month. Plus, the PMG CEO gives us his read on the health of commercial real estate, and why rents won’t be falling any time soon.

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    44 分
  • The Exchange 12/24/24
    2024/12/24

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

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    43 分
  • Too Much Noise in the Markets, Retailer M&A in 2025, Media Predictions from the C-Suite 12/23/24
    2024/12/23

    Trader Jenny Harrington gives us the names that can cut through the market noise. With Nordstrom being taken private, we look at the other retailers that could be poised for a deal next year. And we run through predictions from 13 media executives for what 2025 will bring.

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    44 分
  • The Exchange 12/20/24
    2024/12/20

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

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    44 分
  • Musk: The Ultimate Bond Vigilante, Dysfunction in DC, and Bloom Energy CEO Exclusive 12/19/24
    2024/12/19

    Strategas’ Dan Clifton makes the case for why Elon Musk is the ultimate bond vigilante, and what comes next could be earth-shattering. Plus, we have the latest from Capitol Hill as Congress races to avoid a shutdown by Friday night. And Bloom Energy has been called an underappreciated AI play for its ability to scale quickly and power data centers. The CEO joins us exclusively with what’s behind the innovative technology.

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    50 分
  • Fundamentals of the Mag 7 Rally, Chip Wars Between Nvidia & Broadcom 12/18/24
    2024/12/18

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

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    40 分
  • Consumers Getting Cautious, Geopolitical Uncertainty Growing, BofA’s Food Forecast 12/17/24
    2024/12/17

    Today’s retail sales data suggests consumers are getting more cautious, and tariffs may not help things in 2025. Plus, our market guest is going long Europe despite the growing geopolitical uncertainty there. And BofA is out with its food forecast for 2025, claiming chocolate milk could be a growth driver next year.

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    42 分
  • Controversial Cut & Nvidia Risks 12/16/24
    2024/12/16

    The Fed is expected to cut rates this Wednesday, but it’s a somewhat controversial cut. We explain why. Plus, Bank of America just made Nvidia one its top picks for year, but the stock’s been stalling out. We dive into the risks to consider.

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    44 分