エピソード

  • US-China Trade Latest, Dimon’s Dire Warning, Musk’s Last Day 5/30/25
    2025/05/30

    The White House and Beijing are trading salvos in the trade war over broken agreements and threats over semiconductor exports. Plus, JPMorgan Chase CEO Jamie Dimon has a dire warning for the bond market that all investors need to hear. And with Elon Musk wrapping up his time as a special government employee, we ask Wedbush’s Dan Ives about what it means for Tesla’s future.

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    42 分
  • Tariffs Blocked, Underscoring Nvidia’s Bull Case, and Come Fly the Blue Sky 5/29/25
    2025/05/29

    A federal court has blocked some of Trump’s tariffs, including the ‘reciprocal’ levies, we tell you what’s next and what it means for the markets. The key word mentioned 27 times on Nvidia’s earnings call that experts say underscore the bull case of the chip giant. Plus, United and Jetblue team up.

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    44 分
  • Nvidia’s Second-Half Hopes, International Opportunities, and the “Nasty” TACO Trade 5/28/25
    2025/05/28

    Nvidia’s Q2 results after the bell could be messy, but Raymond James sees hope in the second half. Why it’s not too late to get into the international trade. Plus, CNBC’s Megan Cassella gets President Trump’s response to Wall Street’s newest trade acronym: TACO (Trump Always Chickens Out).

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    43 分
  • Stocks Rally on Tariff Delay, but Budget Battle Looms 5/27/25
    2025/05/27

    Stocks surge after President Trump delays EU tariffs until July, but Citi warns the GOP’s reconciliation bill could have big implications for stock valuations. Plus, could Trump’s trade war actually be deflationary?

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    44 分
  • The Exchange 5/23/25
    2025/05/23

    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
  • The Exchange 5/22/25
    2025/05/22

    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
  • Spending Bill Hurdle & Retailers Under Pressure 05/21/25
    2025/05/21

    President Trump’s “Big, Beautiful Bill” just hit a major hurdle. The Chair of the Freedom Caucus now saying he doesn’t see the bill happening this week. We discuss. Plus, Target just cut their full-year sales outlook on weak consumer sentiment. We dive into what’s got that name, and others, under pressure.

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    44 分
  • Wall Street vs. Main Street, Google's Search Problem & Live at Tesla HQ 5/20/25
    2025/05/20

    Retail investors have been far more optimistic about tariffs than professional investors...did they get it right?

    Google I/O kicks off as questions over the future of search remain. Plus, CNBC is live at Tesla HQ as Elon Musk takes Transportation Secretary Sean Duffy for a ride.

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    50 分