The Exchange
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Hawkish Fed Risk?, Boeing Shake-up, Around the World: China 3/25/24
47 mins; March 25, 2024
“Not a Bubble, but Bubbly”, Caution Warren-ted?, Stealth Housing Play 3/22/24
43 mins; March 22, 2024
No Stopping the Rally?, Reddit IPO & Full Stream Ahead? 3/21/24
46 mins; March 21, 2024
Countdown to Fed Decision, Reddit IPO Watch, Chipotle’s Big Split 3/20/24
40 mins; March 20, 2024
The Exchange 3/19/24
43 mins; March 19, 2024
Don’t Chase the Crowd, Closing the AI Gap?, Homebuilder Sentiment Shift 3/18/24
44 mins; March 18, 2024
Inflation Front & Center, Massive NAR Settlement, Stick with Boeing? 3/15/24
44 mins; March 15, 2024
Timing the Cuts, TikTok Takeover?, “Meat” Makeover 3/14/24
44 mins; March 14, 2024
Higher For Longer… For Longer?, Cost of Energy Security, Next Social Media Threats 3/13/24
44 mins; March 13, 2024
Timing the Cut, Boeing’s Blues, Equal Pay Day 3/12/24
43 mins; March 12, 2024
The Next Catalyst, Late Fee Limbo, Future of Media 3/11/24
44 mins; March 11, 2024
Don’t Trust the Rally?, America’s $775B Gap, Trade of the Union 3/8/24
44 mins; March 08, 2024
Biden & Business, Cleveland Fed Pres. Mester Exclusive, Earnings Exchange: COST, AVGO, DOCU 3/7/24
46 mins; March 07, 2024
Powell on Capitol Hill, NYCB Capital Infusion, Musk vs. OpenAI 3/6/24
44 mins; March 06, 2024
Value Hunting, Trex CEO Exclusive, Earnings Exchange: CRWD, JWN, JD 3/5/24
43 mins; March 05, 2024
Apple’s Penalty & Pivot, Real Estate Risks, and 3 Buys & A Bail: Retail Edition 3/4/24
46 mins; March 04, 2024
Riskey Business, Musk Sues OpenAI, 3 Buys & A Bail: Crypto Edition 3/1/24
43 mins; March 01, 2024
Playing Offense, REIT Returns, The Long Game 2/29/24
43 mins; February 29, 2024
Overlooked risk?, Weight-Loss Ripple Effects, Earnings Exchange: PARA, HPQ, BIRK 2/28/24
46 mins; February 28, 2024
Goldilocks Growth Period?, Shutdown Showdown, Earnings Exchange: FSLR, LMND, SQSP 2/27/24
43 mins; February 27, 2024
Stronger for Longer, Trio of Tech Trades, Earnings Exchange: LOW, ZM, WDAY 2/26/24
44 mins; February 26, 2024
Next Leg of AI Rally, Long Live Live (Nation), Ukraine War: 2 Years Later 2/23/24
45 mins; February 23, 2024
AI Boom Buys, Read on Real Estate, Earnings Exchange: WBD, LYV, SQ 2/22/24
43 mins; February 22, 2024
Intel CEO at Foundry Event, Nvidia Earnings on Deck, and Travel + Leisure Trends 2/21/24
46 mins; February 21, 2024
Stronger for Longer, Serving Up Gains, Earnings Exchange: TOL, PANW, WING 2/20/24
44 mins; February 20, 2024
To Cut or Not to Cut, How AI Regulation Could Impact a Credit Score, and 3 Buys and a Bail: International Edition 2/16/24
44 mins; February 16, 2024
The American Consumer, Nvidia vs. Tesla, Earnings Exchange: COIN, ROKU, AMAT 2/15/24
43 mins; February 15, 2024
Worst-Case Scenario, Brokerage Battles, Charging Ahead 2/14/24
44 mins; February 14, 2024
Timeline Turmoil, Bitcoin Flowmentum, Gig Economy Earnings On Deck 2/13/24
43 mins; February 13, 2024
Tough Earnings Setup, Super Bowl Winners & Losers, and Earnings Exchange 2/12/24
44 mins; February 12, 2024
Chip Value Pick, Spring Selling Surprise, 3 Buys & A Bail: Big Game Edition 2/9/24
44 mins; February 09, 2024
“The Magic’s Back”, Bargain Buys, Moment of “Zyn” 2/8/24
44 mins; February 08, 2024
Hidden Risks in the Regional Banks, The AI Nine, Stream Dream Team - 2/7/24
45 mins; February 07, 2024
Silicon V(AI)lley, Earnings Midpoint Exchange, Market Momentum 2/6/24
43 mins; February 06, 2024
The Exchange 2/5/24
43 mins; February 05, 2024
Blowout Jobs Report, AI Lobbying Explodes, Activist Investing: 3 Bails & 2 Buys 2/2/24
42 mins; February 02, 2024
Fed’s Timeline Turmoil, Mag 7 Becoming Terrific 3, and Big Oil, Clorox & Skechers 2/1/24
44 mins; February 01, 2024
Fed Decision Countdown, Rates & The Consumer, The Tech Factor 1/31/24
42 mins; January 31, 2024
Timing the Fed’s Cut, AI & Earnings, Social Media’s “Seatbelt Moment” 1/30/24
44 mins; January 30, 2024
The Fed’s Timeline, N. Carolina Cutting Coverage, CRE & The Red Sea 1/29/24
43 mins; January 29, 2024
Intel Standing Pat, Inflation Situation, 3 Big Bails & a Surprise Buy 1/26/24
43 mins; January 26, 2024
Alaska Airlines Earnings Exclusive, The Names Positioned for Gains, and Chips, Cards & Chinos 1/25/24
46 mins; January 25, 2024
The Exchange 1/24/24
43 mins; January 24, 2024
Room to Run?, Red Sea Retail Ripples, Netflix’s Ad-vantage 1/23/24
43 mins; January 23, 2024
The Exchange 1/22/24
43 mins; January 22, 2024
S&P 500 Record High, Big Tech’s Big Week, and Abodes Abroad 1/19/24
45 mins; January 19, 2024
MSCI Short Report, Contrarian Trades, The Deepfake Election 1/18/24
45 mins; January 18, 2024
Consumer Won’t Quit, China’s Car Threat, 2024 Deal Barometer 1/17/23
45 mins; January 17, 2024
Too Much Optimism?, 3 Buys & A Bail: Bank Edition, Home-Building Momentum 1/16/24
45 mins; January 16, 2024
Markets vs. The Fed, Red Sea Ripples & Powering G(ai)ns 1/12/24
45 mins; January 12, 2024
Timing the Cuts, Bitcoin ETFs, Rapid Rundown 1/11/24
45 mins; January 11, 2024
The Exchange 01/10/24
49 mins; January 10, 2024
2024 Playbook Pivot, Live from CES!, and Turnaround Ahead? 1/9/24
43 mins; January 09, 2024
Trading the 2024 Election, Stealth Rate Cut Benefits, and Railroad CEO on Southern Border 1/8/24
44 mins; January 08, 2024
Cuts & Concerns, Equities Excitement, and 3 Buys & a Bail: Tech Earnings Edition 1/5/24
45 mins; January 05, 2024
Timeline Turmoil, Billion-Dollar Bet in SF, Hydration Hype 1/4/23
45 mins; January 04, 2024
Rate Expectations, Escalating Tensions, Tech Wreck? 01/03/23
43 mins; January 03, 2024
From the Desk of Kelly Evans: Remember "I" bonds? 1/2/23
3 mins; January 02, 2024
‘Higher for longer’ for longer?, Red Sea Tensions Rise, The Risks Ahead 01/02/24
43 mins; January 02, 2024
The Trade that Paid, Meta vs. Apple, and Three-V Buys & A Bail 12/29/23
44 mins; December 29, 2023
2024 Opportunities, Heart-y Gains, Vice City Real Estate 12/28/23
45 mins; December 28, 2023
January Rate Cut, Pain & Opportunity, and In the Fast Lane 12/27/23
43 mins; December 27, 2023
Triggering the Fed Pivot, Big Biotech Buyouts, and Top 2024 Tech Picks 12/26/23
44 mins; December 26, 2023
The Tech Names ARK’s Cathie Wood is Buying Now, Two Percent is Too Late, and the Med Tech Stock with 36% Upside 12/22/23
44 mins; December 22, 2023
The Exchange 12/21/23
44 mins; December 21, 2023
Timing the Cuts, Office Opportunity? and Overseas Playbook 12/20/23
44 mins; December 20, 2023
Recession Inevitable?, Pivot Positioning, and Coinbase CEO on Crypto 12/19/23
44 mins; December 19, 2023
Premature Pivot, Cheap but Controversial, Fade These Trades 12/18/23
44 mins; December 18, 2023
Catalysts Trump Concerns?, “Screaming Buys?” and Building Out Gains 12/15/23
43 mins; December 15, 2023
Full Steam “A-Fed”, Short Signals, Real Estate Turning Point? 12/14/23
43 mins; December 14, 2023
Countdown to the Fed Decision 12/13/23
38 mins; December 13, 2023
Soft Layover, Building Out Gains, Healthy Holiday 12/12/23
43 mins; December 12, 2023
Cut Timeline, Red(Stone) Alert, and Retail vs. Real Estate 12/11/23
45 mins; December 11, 2023
Goldilocks Jobs Report, Beating the Market, California Forever 12/8/23
43 mins; December 08, 2023
Bond Voyage?, High-Flyer, Building on Gains? 12/7/23
45 mins; December 07, 2023
The Exchange 12/6/23
43 mins; December 06, 2023
Cut Timeline, Drugs & Bots, Rom-Com(merce) 12/5/23
44 mins; December 05, 2023
What’s Driving the Rally?, Trillions to Tap, Kings of Retail 12/4/23
45 mins; December 04, 2023
Soft Landing at Risk?, Stream Team?, and 3 Buys & a Bail 12/1/23
42 mins; December 01, 2023
The Exchange 11/30/23
45 mins; November 30, 2023
The Exchange 11/29/23
43 mins; November 29, 2023
Data Divergence, Spending Surge, Earnings Exchange: AI Edition 11/28/23
45 mins; November 28, 2023
Digging into Spending Data, Hybrids are Hot, and When Will Housing Normalize? 11/27/23
44 mins; November 27, 2023
Holiday Shopping, Spending Signals, Pandora CEO 11-22-23
45 mins; November 22, 2023
From the Desk of Kelly Evans: Where Things Are Getting Cheaper 11/22/23
3 mins; November 22, 2023
AI Sector Shakeup, Trust the Rally?, and Corporate Pensions Comeback 11/21/23
44 mins; November 21, 2023
The Exchange 11/20/23
46 mins; November 20, 2023
Musk’s Mess, Lost the Recession Battle?, and E-Commerce Cold War 11/17/23
44 mins; November 17, 2023
The Exchange - 11/16/23
45 mins; November 16, 2023
Nadella, Biden & Xi and Swagel 11/15/23
52 mins; November 15, 2023
Market Rallies on CPI Data, Emerging Market Opportunities, and Weight-Loss Winner 11/14/23
43 mins; November 14, 2023
Shutdown Countdown, Thawing Tensions, and Consumer Baggage 11/13/23
44 mins; November 13, 2023
San Francisco Fed Pres. Mary Daly, Holiday Spending Squeeze, and the Experience Economy 11/10/23
48 mins; November 10, 2023
Catalysts & Concerns, Debut Drought, and the Electric Butterfly Effect 11/9/23
44 mins; November 09, 2023
Fed Fallacy?, Health of Housing, and Bellwethers on Deck 11/8/23
44 mins; November 08, 2023
Credit Concerns, Concerts & Conventions, and Everything is “Paw-some” 11/7/23
43 mins; November 07, 2023
Yielding Problems, Buy or Beware, Private Credit Concerns
43 mins; November 06, 2023
From the Desk of Kelly Evans: Could corporate pensions save America? 11/6/23
3 mins; November 06, 2023
Rally, Set, Go?, Read on the Consumer and Themes & Trades 11/3/23
45 mins; November 03, 2023
The Exchange 11/2/23
44 mins; November 02, 2023