The Exchange

Latest Episodes:

The Exchange 9/3/25 Sep 03, 2025

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

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The Exchange 9/2/25 Sep 02, 2025

Show notes

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

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Fate of Fed Gov. Lisa Cook, Retail Earnings Roundup, AI Climbing the Corporate Ladder 8/29/25 Aug 29, 2025

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A court hearing ended without a judge ruling on Lisa Cook’s request to temporarily bar Pres. Trump from firing her. We’ll look at the next steps in her legal battle. Plus, retail earnings season rolls on, but a lot of companies are warning about the tariff impact ahead of the holiday season. And AI is climbing the corporate ladder, no longer just coming for entry-level jobs.

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The Long-Term Bull Case for Nvidia, President Trump’s Firing Spree, and a Shipping Shake-Up 8/28/25 Aug 28, 2025

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Nvidia’s data center demand disappointed for the second quarter in a row, but Truist is looking at the long-term. Robert Primus, a member of the regulator examining the mega- merger between Union Pacific and Norfolk Southern, and one of the latest officials the White House has tried to fire, joins with his plans to fight back. Plus, will the Trump administration’s closure of a key shipping loophole mean the end of super-cheap goods from China?

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The Other Chip Names to Own, The Lisa Cook Latest, and Boosting Small Business 8/27/25 Aug 27, 2025

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Nvidia reports after the bell, but GMO’s Tom Hancock says AI profitability seems more certain longer-term in other chip names. Fed Governor Lisa Cook, who President Trump moved to fire yesterday, could file a lawsuit as soon as today. Plus, the companies making retirement benefits more accessible for small businesses.

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Trump moves to fire Fed Governor Lisa Cook 8/26/25 Aug 26, 2025

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President Trump moving to fire Federal Reserve Governor Lisa Cook, citing allegations of mortgage fraud. We spoke with another federal official locked in a legal battle with the president over her own firing, and our panel of experts discusses the fallout for rates and the market.

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The Trade Ahead of Nvidia, Intel’s Government Stake, AI Adoption & the Future of Work 8/25/25 Aug 25, 2025

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What the options market is saying about Nvidia’s post-earnings move. President Trump saying the government could take stakes in more companies. Plus, just how much AI could create in market value over the long-term, according to Morgan Stanley.

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When Doves Fly, Big Tech’s Big Bounce, and Cracks in the Consumer? 8/22/25 Aug 22, 2025

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Fed Chair Powell paving the way for a September rate cut, sparking a rally on Wall Street and helping to boost tech after some rough sledding. We dig into what to expect from the Fed after the next meeting and how to position. Plus, BofA’s Savita Subramanian changing course on one segment of consumer stocks after being bullish for two years

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Fed Chair Candidate on the Record, Options Tea Leaves, and Flying Burritos 8/21/25 Aug 21, 2025

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Former Fed Governor Larry Lindsey weighs in on the chance of a September cut. We look at where traders are buying the recent weakness in momentum stocks. Plus, it’s a bird, it’s a plane…no, it’s a burrito!

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Playbook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25 Aug 20, 2025

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Barclays not expecting a September rate cut. Their strategist tells us how to play a potential Powell hawkish surprise at Jackson Hole. Target has a new CEO, but the same issues. Plus today’s AI spending may look like the Internet boom of the ‘90’s, but there’s a key difference this time around.

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