The Exchange

Latest Episodes:

Yields Hit 5%, Now What? The Data the Fed Should be Using, and Harker’s Case Against Rate Hikes 10/20/23 Oct 20, 2023

Show notes

The yield on the 10-year note hit 5% for the first time in 16 years, a five-star fund manager gives us his duration timeline.

Why consumer is even stronger than you may think, and the hidden tax break for homeowners.

Plus, Philly Fed President Patrick Harker has a very specific reason for keeping rates where they are.

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

From the Desk of Kelly Evans: The Fed has THREE mandates 10/20/23 Oct 20, 2023

Show notes

Kelly explains why the Fed has obligations beyond its "dual mandate.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Exchange 10/19/23 Oct 19, 2023

Show notes

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.

The House Divided, Biden’s Israel Visit, and Regionals & Rates 10/18/23 Oct 18, 2023

Show notes

The House divided. Jim Jordan comes up short in his second vote to secure the Speaker gavel. A top Republican strategist tells us how this should really be resolved. Plus, President Biden visits Israel. He’s pledging an "unprecedented" support package for the country...even as Congress remains leaderless. And have you seen what's happening with bond yields? It's a major headache for banks – and the CEO of Hancock Whitney says that the historic move in yields is pressuring both consumer and commercial loan demand. He joins us to discuss.

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

What’s Next for Yields, Sentiment Slump, Salaries Surge 10/17/23 Oct 17, 2023

Show notes

Better than expected economic data is pushing yields back toward their recent highs. We’ll ask our strategist how he’s adjusting his portfolio. Plus, homebuilder sentiment sliding to 10-month lows, but our analyst is staying positive ahead of next week’s earnings and tells us why. And salaries could be higher for longer – keeping the Fed in that mode as well.

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

The $630B Question, The Bitcoin Binary, and Earnings Exchange 10/16/23 Oct 16, 2023

Show notes

Is inflation blinding investors to a potential fiscal crisis? We have two heavyweights on the controversial topic. Plus, bitcoin crossing above $30,000 for the first time in months. We’ll ask former CFTC Chairman Tim Massan about the path forward for regulation. And the second half of big bank earnings are on deck tomorrow. We have the action the story and the trade on two big names, plus Johnson & Johnson and Lockheed Martin.

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

Seeking Safety, Crude’s Climb, Curbing the Run in Rates 10/13/23 Oct 13, 2023

Show notes

Stocks are struggling, and gold is rallying as investors seek safety. Plus, oil climbing as the U.S. tightens sanctions against Russia. And mortgage rates are near 23-year highs, leading one former Obama official to suggest the government step in and curb the run in rates.

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

The Exchange 10/12/23 Oct 12, 2023

Show notes

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.

The Exchange 10/11/23 Oct 11, 2023

Show notes

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

Israel-Hamas War, The Hunt for Yield, and Leaderless House 10/10/23 Oct 10, 2023

Show notes

We’re breaking down the geopolitical fallout from the Israel-Hamas war ahead of President Biden’s speech. Plus, could the 10-year yield be headed to 4% as the “earnings recession” is about to end? We’ll debate. And what are the consequences of a House of Representatives with no Speaker? AEI’s James Pethokoukis joins us to dig into that.

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

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected