The Exchange

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Tracking Trade Uncertainty, IPO Activity 3/5/25 Mar 05, 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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Stocks Sell Off on Tariff Fears 3/4/25 Mar 04, 2025

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President Trump’s tariffs on Canada, Mexico and China are going into effect today, rattling the markets. We’ll look at how to position and what it all means for consumers and the Fed’s path forward.

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Countdown to Tariffs, Buying the Dips, Uranium U-Turn 3/3/25 Mar 03, 2025

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Tariffs are set to be imposed on Mexico, Canada, and China, but our guest is concerned there doesn’t seem to be any rush for countries to find an off-ramp. Plus, Warren Buffett warns the economy and consumer could weaken, but our market guest is ready to buy any pullbacks and tells us where he sees the most opportunity. And tariffs should be a tailwind for this U.S. uranium producer, but there’s more to this story than trade. The CEO of Uranium Energy Corp. joins us with his outlook for America’s energy security.

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Trump-Zelenskyy Oval Office Clash Causes Intraday Sell-Off 02/28/25 Feb 28, 2025

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President Trump and Vice President Vance argued with Ukranian President Zelenskyy during an extraordinary moment before reporters in the White House. The visit, which was supposed to culminate in a news conference between both leaders, ended with Zelenskyy’s abrupt departure. We follow the live developments and market action as the event unfolds.

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Markets Tug-of-War, Retail & Tariffs, Trump’s Gold Card 02/27/25 Feb 27, 2025

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More signs of a slowdown are putting the Fed in a tricky position. We’ll debate what it means for the bull run. Plus, Bath & Body Works is plunging on weak guidance and the risk of tariffs. We’ll look at who else has the most exposure to China. And Trump’s gold card program has a hidden tax break that could lead to a boom in foreign investment.

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Andy Jassy on the Record and Nvidia After the Bell 02/26/25 Feb 26, 2025

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Amazon CEO Andy Jassy weighs in on AI, James Bond, and why Alexa+ is for the children in an extended interview. Plus, ahead of earnings, we dig into why Wells Fargo says Nvidia is still one of the most attractive secular growth stories in semis.

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Weighing Risks: Policies vs. Mag 7 02/25/25 Feb 25, 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.

Dimon's Macro Outlook, Berkshire Hathaway’s Cash Pile 2/24/25 Feb 24, 2025

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Leverage, inverse and single-stock funds have exploded in popularity. But, could a turn in the market leave some investors imploding? What to know before you buy into this trend.

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Sentiment Sinks Stocks, UnitedHealth Plunges, Retail Under Trump 2.0 2/21/25 Feb 21, 2025

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A batch of negative data, including weak consumer sentiment, is weighing on stocks. Plus, UnitedHealth plunges as the Justice Department reportedly investigates its Medicare billing practices. And Wells Fargo has the retail names most exposed to the Trump administration’s shifting policy on immigration.

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Uncertainty Hits Stocks, Fed’s Path Forward, Health of Homebuilders 2/20/25 Feb 20, 2025

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Walmart’s weak guidance is weighing on the Dow, putting it on pace for one of its worst days of the year. Plus, a flurry of Fed officials are weighing in on tariff uncertainty and warning of a material slowdown. And the housing market could be set for another soggy spring selling season. We’ll ask the CEO of Tri Pointe Homes about what he’s seeing.

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