The Exchange
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AI’s Time to Grow Up?, Premium Trades for 2025, New Year’s Eve at the NYSE 12/31/24
43 mins; December 31, 2024
Citi’s 2025 Themes & Trades, Homeflipping Flop, Jimmy Carter’s Legacy 12/30/24
43 mins; December 30, 2024
Friday’s Sell-off 12/27/24
43 mins; December 27, 2024
Discounting Disinflation in ’25, The Footwear Names to Slip Into, Commercial Real Estate Outlook 12/26/24
44 mins; December 26, 2024
The Exchange 12/24/24
43 mins; December 24, 2024
Too Much Noise in the Markets, Retailer M&A in 2025, Media Predictions from the C-Suite 12/23/24
44 mins; December 23, 2024
The Exchange 12/20/24
43 mins; December 20, 2024
Musk: The Ultimate Bond Vigilante, Dysfunction in DC, and Bloom Energy CEO Exclusive 12/19/24
49 mins; December 19, 2024
The Exchange 12/18/24
39 mins; December 18, 2024
Consumers Getting Cautious, Geopolitical Uncertainty Growing, BofA’s Food Forecast 12/17/24
42 mins; December 17, 2024
Controversial Cut & Nvidia Risks 12/16/24
43 mins; December 16, 2024
Broadcom’s Boom, Market’s Breadth Problem, Rep. Gottheimer on NJ drones & Potential TikTok Ban 12/13/24
44 mins; December 13, 2024
ServiceTitan’s Public Debut, Trump on Crypto, Future of Evtol 12/12/24
49 mins; December 12, 2024
The Exchange 12/11/24
43 mins; December 11, 2024
The Exchange 12/10/24
43 mins; December 10, 2024
The Exchange 12/9/24
52 mins; December 09, 2024
Pause on Fed Pause?, Hiring Doom Loop, Tech Takeaways 12/6/24
43 mins; December 06, 2024
Mike Novogratz & Bitcoin $100K 12/52/4
51 mins; December 05, 2024
Fed Chair Powell at DealBook, No Cut Conundrum, GOP vs. Housing Inflation 12/4/24
74 hours 6 mins; December 04, 2024
“No Cut” Trade, 2025 Software Playbook, Out on Instacart 12/3/24
44 mins; December 03, 2024
The Exchange 12/2/24
44 mins; December 02, 2024
No Stopping the Rally?, Bitcoin’s Path to $500K, Black Friday Retail Rush 11/29/24
44 mins; November 29, 2024
The Exchange 11/27/24
43 mins; November 27, 2024
Tariffs & Trades, Red Flags?, Health of Housing 11/26/24
43 mins; November 26, 2024
Markets Cheer Trump Cabinet Pick, The Pasta Sauce Spending Indicator, and Gen Z’s “It” List 11/25/24
44 mins; November 25, 2024
AI Innovation & Impact, Trump 2.0 & Corporate Profits, Bitcoin’s March to $100K 11/22/24
42 mins; November 22, 2024
The Exchange 11/21/24
43 mins; November 21, 2024
The Exchange 11/20/24
42 mins; November 20, 2024
Russia-Ukraine Tensions Rising, Semiconductor Near-term Headwinds, Off-Price On Deck 11/19/24
42 mins; November 19, 2024
The Exchange 11/18/24
44 mins; November 18, 2024
Trump Transition, Finding Opportunities, Undervalued Mag 7 Stocks 11/15/24
43 mins; November 15, 2024
The Exchange 11/14/24
49 mins; November 14, 2024
The Exchange 11/13/24
44 mins; November 13, 2024
The Exchange 11/12/24
43 mins; November 12, 2024
The Exchange 11/11/24
43 mins; November 12, 2024
Momentum Rules, Global Assets, Trump Winners 11/8/24
44 mins; November 08, 2024
Fed Decision Countdown, Trump Tariff Impact, Upwork CEO on Earnings 11/7/24
40 mins; November 07, 2024
The Exchange 11/06/24
46 mins; November 06, 2024
Election Day 2024, Foreign Policy Fallout, Fed Decision Countdown 11/5/24
43 mins; November 05, 2024
Final Election Countdown, Consumer Trades, Berkshire’s Money Moves 11/4/24
43 mins; November 04, 2024
Jobs Warning Signal?, Read on Retail, 3 Buys & A Bail: MSFT, LLY, PTON, SNAP 11/1/24
43 mins; November 01, 2024
Big Tech Earnings, Comcast Considers Spinoff, CEOs of Generac, Equinix & Kontoor Brands 10/31/24
46 mins; October 31, 2024
The Exchange 10/30/24
43 mins; October 30, 2024
The Exchange 10/29/24
42 mins; October 29, 2024
Big Tech on Deck, The 22-Hour Trading Day, and the Elder Care Gap 10/28/24
43 mins; October 28, 2024
The Exchange 10/25/24
43 mins; October 25, 2024
The Exchange - 10/24/24
44 mins; October 24, 2024
The Bonds to Buy, “Sleepwalking into an Economic Storm”, Tesla Results on Deck 10/23/24
43 mins; October 23, 2024
Take a Page from Japan, Win-Win for Disney & Nike?, Next Gen Generative AI 10/22/24
43 mins; October 22, 2024
Rate Reversal, Unhealthy Returns, 15 Days Until Election Day 10/21/24
44 mins; October 21, 2024
Cause for a Pause?, Read on REITs, Manufacturing in Mexico 10/18/24
44 mins; October 18, 2024
Trading the AI story, Viral f(AI)ke podcasts, Earnings Exchange: NFLX, AXP, PG 10/17/24
43 mins; October 17, 2024
The Trades Ahead of Earnings, The Tech Value Name to Buy Now, and The Bottom Line on Tariffs 10/16/24
44 mins; October 16, 2024
The Path for Oil Prices, Health Care as a Growth Sector, and Soaring, Shipping, & Storing 10/15/24
43 mins; October 15, 2024
A Boeing Debate, China Risks vs. Rewards, and Using AI for a Trading Edge
43 mins; October 14, 2024
Tesla’s Cybercab Debut, GOP’s Union Push, and Potential Pause Picks 10/11/24
44 mins; October 11, 2024
Data Distortion, Fading the Fed, Robotaxi Reveal
52 mins; October 10, 2024
The Exchange 10/9/24
43 mins; October 09, 2024
Bracing for Milton, GM Investor Day, Kendra Scott CEO 10/8/24
44 mins; October 08, 2024
The Exchange 10/7/24
44 mins; October 07, 2024
Blockbuster Jobs Report, The Case for Small Caps, Restaurant Stock to Watch 10/4/24
43 mins; October 04, 2024
IP(N)O?, Buying the Pullback & Port Strike Pros 10/3/24
44 mins; October 03, 2024
OpenAI’s Funding Round, Nvidia’s New Venture, Hidden Threat to Semiconductors 10/2/24
47 mins; October 02, 2024
Iran Launches Missile Attack on Israel 10/01/24
49 mins; October 01, 2024
Middle East Tensions Rising, Hurricane Helene’s Aftermath, Pain at the Ports 9/30/24
39 mins; September 30, 2024
Inflation Volatility Ahead, Stealth Housing Winners, Tariffs Take Effect 9/27/24
44 mins; September 27, 2024
Beijing’s Big Moves, OpenAI’s For-Profit Pivot?, Southwest Soars 9/26/24
46 mins; September 26, 2024
Meta Connect Kicks Off, The Case for Small Caps, and SEIU President on Election & Labor Market 9/25/24
46 mins; September 25, 2024
Buy the Setback Stocks?, Holiday Retail Forecast, Investing in the Nuclear Renaissance 9/24/24
44 mins; September 24, 2024
Don’t Buy Intel Deal Hype?, Nuclear Deal of the Day, The Leadership Trade 9/23/24
44 mins; September 23, 2024
Fed’s Cutting Conundrum, Bullish on Homebuilders, Temu’s Troubles 9/20/24
46 mins; September 20, 2024
The Exchange 9/19/24
49 mins; September 19, 2024
Final Countdown to Fed Decision, Sens. Warren & Kennedy, SEC Chair Gensler 9/18/24
52 mins; September 18, 2024
24 Hours Until Fed Decision, Mortgages Rates’ Next Move, Retailers Nearing Inflection 9/17/24
44 mins; September 17, 2024
48 Hours Until Fed Decision, Health of Housing, Dean of Valuation on Apple 9/16/24
47 mins; September 16, 2024
The Exchange 9/13/24
46 mins; September 13, 2024
Mester on the Fed, Markets & Rates, Disney Cuts Prices 9/12/24
44 mins; September 12, 2024
Data Disappointment, Banks’ Mixed Messages, Stalled Trade 9/11/24
44 mins; September 11, 2024
Oracle’s Big Plans, Candidates’ Big Night, and Powell’s Big Decision 9/10/24
44 mins; September 10, 2024
The Exchange 9/9/24
46 mins; September 09, 2024
The Exchange 9/6/24
43 mins; September 06, 2024
October Optimism, NFL’s Most Valuable Team 9/5/24
44 mins; September 05, 2024
Semiconductor Sell-off, Bond Market Bullishness, Off-Price On Fire 9/4/24
44 mins; September 04, 2024
September Swoon Ahead?, Intel in Trouble?, Housing Affordability Crisis 9/3/24
44 mins; September 03, 2024
Warning Sign for the Fed?, Powering AI Demand, Gen-Z Love Story 8/30/24
43 mins; August 30, 2024
Catalysts & Concerns, The Next Best Buy, A REIT to Read Retail 8/29/24
43 mins; August 29, 2024
Nvidia Earnings Countdown, AI & Box CEO, Earnings Exchange: AFRM, CRWD, DG 8/28/24
44 mins; August 28, 2024
How Fast & How Far?, $40M Turnaround, Earnings Exchange: BOX, S, JWN 8/27/24
43 mins; August 27, 2024
Buy the Tech Dip?, Consumer Seeking Value, Bullish Fresh Pick 8/26/24
44 mins; August 26, 2024
“Time Has Come”, AI 2.0 Trade, 3 Buys & a Bail: Turnaround Edition 8/23/24
43 mins; August 23, 2024
Underappreciated Small-Cap Trade, Consumers & Value, Peloton Turnaround Plan 8/22/24
44 mins; August 22, 2024
Dow 47,000 in Sight?, China & The Election, Historic Payrolls Revision 8/21/24
43 mins; August 21, 2024
Hunting for Value, Stocks vs. Bonds, Housing Affordability 8/20/24
44 mins; August 20, 2024
Shifting Fed Narrative, DNC Kicks Off, Strong Foundation for Homebuilders? 8/19/24
43 mins; August 19, 2024
Overlooked Market Risks, Harris’ Economic Plan, Classic Car Craze 8/16/24
43 mins; August 16, 2024
The Exchange 08/15/24
43 mins; August 15, 2024
September Rate Cut Split, REITs to Buy Now, and Consumer on the Cusp? 8/14/24
43 mins; August 14, 2024
Starbucks CEO Shake-up, Inflation in Check?, Middle East Tensions 8/13/24
44 mins; August 13, 2024
Value in Volatility, Consumer Spending Gauge, Not Too Late to Buy Nvidia? 8/12/24
43 mins; August 12, 2024
Markets’ Big Week, China’s Path Forward, SweetGreen’s Healthy Returns 8/9/24
44 mins; August 09, 2024