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  • The Exchange 4/25/25
    2025/04/25

    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
  • Trade Talk Confusion, Another Ugly Housing Report & Tariffs hit Food Stocks 4/24/25
    2025/04/24

    The messaging on trade talks is very different in Washington versus Beijing. We have the latest and look at how to position amid all the trade turmoil.

    Plus, we got another ugly report on housing, and one data point that was rather unusual. We'll tell you what it is and what it means for the housing market from here.

    And, our analyst sees a period of below-target growth for two big food names, but he also sees one bright spot. He joins us with the winners and losers.

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    43 分
  • The Exchange 4/23/25
    2025/04/23

    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
  • Bessent Boosts Stocks, Names to Buy Now, and Google’s AI Future 4/22/25
    2025/04/22

    Treasury Secretary Bessent saying the current standoff between China and the U.S. is unsustainable, giving investors hope President Trump might back down from his hardline stance on trade. Our strategists have two names they say can ride out the current volatility. Plus, Google’s Search remedies trial is taking a turn for the AI.

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    43 分
  • Trump vs. Powell and Valuation vs. Domination 4/21/25
    2025/04/21

    President Trump going after Jay Powell yet again, calling the Fed Chair a “major loser” and urging him to cut interest. Plus, Wolfe upgrading two entertainment stocks—one on valuation, one on domination. We have the names and the bullish case.

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    46 分
  • “Too Late and Wrong,” & Chip Concerns 4/17/25
    2025/04/17

    Jay Powell’s “termination cannot come fast enough,” according to President Trump. But can the President remove a Fed Chair? And if so, what would that mean for the economy, the markets, and your money? We discuss. Plus, chip stocks unable to shake-off concerns about tariffs and stricter export controls. Our trader tells us this weakness was a much-needed revaluation – and an opportunity. He joins us with which names he’s buying.

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    49 分
  • Big Banks Beat & New Tariff Targets 04/15/25
    2025/04/15

    Another beat for the big banks. Both Citi and Bank of America reporting better than expected results. We dive into the commentary coming out of both C-suites. Plus, both tech and autos getting some tariff relief recently, but President Trump has got his eyes on two new targets: semis and pharma. We speak with one CEO who’s moving drug production from Canada to Barcelona as a result.

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    44 分
  • Is American Exceptionalism at Risk? 4/14/25
    2025/04/14

    As the dollar falls and yields climb, we’re asking if this is the beginning of the end of American exceptionalism. Former Treasury Secretary Janet Yelling telling CNBC President Trump’s trade policies are “completely chaotic” after the administration exempted some tech from the newest round of tariffs over the weekend, but then promised there would be different levies on the way. We look at the potential pains and gains, and where investors can ride out the ongoing uncertainty.

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    47 分