The Exchange

Latest Episodes:

Microsoft Build & Fed’s Christopher Waller 5/21/24 May 21, 2024

Show notes

Microsoft’s developer conference is underway with CEO Satya Nadella giving the keynote speech right now. We’ll continue to bring you all the latest headlines from that event as we get them. Plus, the tech-heavy Nasdaq hanging near the flat line after hitting a record high in yesterday’s session. We’re on record close watch for both the Nasdaq and the S&P 500. The Dow meanwhile, is on pace for a second positive day in three. This comes as we’ve heard from five Fed officials so far today, all conveying the same message: the path to 2% will be longer than expected, and bumpy. The first cut is expected to come in September. Let’s see if that changes after our first and exclusive interview with Fed Governor Christopher Waller.

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Case to Raise?, Risky Business, China Auto Threat 5/20/24 May 20, 2024

Show notes

The consumer is doing just fine, even on the low-end. Two of our guests are making that point today. One of them says they’re taking cuts off the table until at least December, while the other says there’s even a case to be made to raises – not cut – this year. Both are here to explain and tell us how they’re positioning from here. Plus, the “Black Swan” is here to talk AI, Bitcoin, Middle East turmoil, and where he’s seeing the biggest risks. Nassim Taleb join us live to tell us how you can position to protect yourself – and even profit from it. And Wells Fargo says China’s rise to dominate the global EV market is not all bad news for U.S. auto stocks. We’ll reveal the one name that may even benefit from it.

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Market Momentum, D(AI)ta Dash, 3 Buys & a Bail 5/17/24 May 17, 2024

Show notes

Does the rally have room to run? Our market guest says yes, and for one specific reason. She’s here to make her case, and bring one name she’s especially bullish on. I’ll give you a hint – she buys her gas and her champagne there. Plus, OpenAI partnering with Reddit is just the latest example of AI companies racing to secure access to data. And they may be knocking on this company’s door too. We’ll bring you the name, and the man lending AI efforts there.

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Milestone Momentum?, Cranking or Cracking?, & Killer or Catalyst? 5/16/24 May 16, 2024

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milestone moment. The Dow just hit 40,000 for the first time ever, but can the bulls keep the momentum going? Our market guest has concerns about the strength of the economy and the consumer. He’s here with what makes him worry, and what he’s buying against this backdrop. Plus, speaking of the consumer, one of our guests is hoping to attract a particular kind. We’ll tell you who, how, and why they’re on this year’s Disruptor 50 list. And speaking of disruption, is ChatGPT’s latest tech a killer or catalyst for language learning companies? The CEO of Duolingo isn’t worried, he’s welcoming it with open arms.

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Hitting Record Highs, Health of Housing, Getting AI-gressive 5/15/24 May 15, 2024

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Stocks are surging after inflation cooled a bit last month. We’ll look at what that means for the Fed’s next move. Plus, lower yields are boosting homebuilders today, but new data shows demand could be slowing and we could be nearing an inflection point. And now that Google’s announced an AI assistant and search overhaul, what do all the big tech moves mean for advertisers and publishers?

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From the Desk of Kelly Evans: The stock market has done even better than you think 5/15/24 May 15, 2024

Show notes

Kelly explains how many investors have done better over time than they realize. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Google’s Big Event, Meme Stocks Return, Travel Spending Boom 5/14/24 May 14, 2024

Show notes

Google’s annual developers conference is kicking off with some big announcements on the company’s AI initiatives. We’ll bring you the headlines and break down what they mean for the AI race. Plus, meme stocks are back in the spotlight, and we’ve got the charts, the chatter, and the trade on the latest stock market craze. And Mastercard’s new numbers show consumers spending big on travel. We’ll break down the data with Mastercard’s chief economist, Michelle Meyer.

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From the Desk of Kelly Evans: Why is the Fed so itchy to cut? 5/14/24 May 14, 2024

Show notes

Kelly explains why the Fed’s battle against inflation is far from over. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rebound or Real?, AI Arms Race, Finding Healthy Returns 5/13/24 May 13, 2024

Show notes

Roaring Kitty and the meme trade are back, along with the rising risk of stagflation. We’ll look at how to position, and how to diagnose the health of this market rally. Plus, Apple, Google, and Microsoft are gearing up for their developer conferences. But OpenAI is front running all of them with today’s spring update. We have the headlines and the implications of a potential landmark deal with Apple. And despite big gains from GLP-1 makers, health care is underperforming the broader market this year, and our market guest has three value names in the space.

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What the Tech?, The Key Catalyst, & Weathering Choppy Waters 5/10/24 May 10, 2024

Show notes

Is the IPO reopening real? Is Google’s AI strategy hinging on man? And speaking of AI, we’ve been waiting on something big from Apple, and they “crushed it,” but not in a good way. We’ll talk about all of that with Slow Venture’s Sam Lessin. Plus, the Dow is on track for eight straight days of gains. Our market guest says those gains can keep going, as long as one thing happens. He’ll tell us what it is and what he’s buying. And, in choppy waters. That’s how the CEO behind this name describes the consumer. He also says his company is well-positioned to weather it. The stock is up 17% just this week. He joins us ahead.

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