The Exchange

Latest Episodes:

Tariff Impact on Freight, Reddit Sues Anthropic 6/4/25 Jun 04, 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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Alphabet’s Hidden Gem, Stifel CEO on State of the Economy, Musk vs. Trump White House 6/3/25 Jun 03, 2025

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Truist sees one exciting area of Alphabet’s business that’s getting zero attention or credit. He’ll tell us what it is, and why he sees the stock climbing 20% from here. Plus, Stifel’s CEO is cautious heading into the second half of the year but expects a lighter regulatory touch to boost the market. And Elon Musk is not pulling punches in his latest post about President Trump’s spending bill. We have the headlines from the White House.

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China Trade Tensions, Unhealthy Returns?, Alaska Pipe(line) Dream 6/2/25 Jun 02, 2025

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Renewed trade tensions are pressuring stocks, with China accusing the U.S. of violating their agreements in Geneva. We have the latest from the White House and the potential impact on President Trump’s tax and spending bill. Plus, health care sat out the May rally, posting its worst month since December. We look at where investors can find opportunities in the space. And Brian Sullivan is in Alaska for a closer look at the Trump Administration’s LNG pipeline there.

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

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

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

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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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Stocks Rally on Tariff Delay, but Budget Battle Looms 5/27/25 May 27, 2025

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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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Trump to Sign Nuclear Executive Order, Investing in Short-Term Bonds 5/23/25 May 23, 2025

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Higher Rate Safety Plays, Inflection Point for Housing? 5/22/25 May 22, 2025

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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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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