The Exchange

Latest Episodes:

From the Desk of Kelly Evans: The $2 trillion deficit: how did we get here? 9/25/23 Sep 25, 2023

Show notes

Kelly opines on the soaring national debt.

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: Who is really raising rates in Washington? 9/25/23 Sep 25, 2023

Show notes

Kelly explains why the Fed isn’t to blame for interest rates rising here.

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

Shutdown Showdown, Hospitality Headaches and Jeff Currie’s Exit Interview 9/25/23 Sep 25, 2023

Show notes

With just days until a government shutdown, Raymond James’ Ed Mills takes a look at the potential impact on both stocks and bonds.

Nevermind the office space, here’s the hospitality industry. Why hotels could be the next commercial real estate headache.

Plus, Goldman’s Jeff Currie makes the bullish case for copper and oil in his last on-air interview while at the firm.

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

Perfect Storm for Private Equity, UAW Expands its Strike, and In Da Club-onomics 9/22/23 Sep 22, 2023

Show notes

There’s a perfect storm brewing for private equity as rates continue to rise, according to Dan Rasmussen.

The UAW expands its strikes at GM and Stellantis facilities, the impact that could have on both production and share prices.

Plus, if you’ve got a spare $200k, NYC has a club for that. We go inside the rapid rise of high society’s private clubs.

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 Less United Nations 9/22/23 Sep 22, 2023

Show notes

Kelly explains why the U.N. General Assembly meeting might be losing its political luster. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wrong Answer, Stocks Stalling, DTC Divergence - 9/21/23 Sep 21, 2023

Show notes

Legendary economist John Taylor joins the show to weigh in on how the Federal Reserve should grapple with the glut of government debt that seems to be pushing yields higher. Plus, with stocks stalling and yields at multi-year highs, is the bond market the place to be buying right now? We’ll debate. And Klaviyo’s debut could be an opportunity to invest in the DTC space… one analyst joins us to make his case.

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

The Fed Decision: Live from Washington, D.C. 9/20/23 Sep 20, 2023

Show notes

We’re live in Washington, D.C. ahead of the Federal Reserve decision on interest rates. And while the Fed is expected to pause, there is plenty of uncertainty around labor strikes, rising energy prices, and a looming government shutdown. We’ll look at what it all means for investors and consumers as rising rates take a bite out of their buying power.

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: Is Trouble Brewing for Private Equity? 9/20/23 Sep 20, 2023

Show notes

Kelly explains why private equity could find itself becoming a casualty of the Fed’s rate hikes. 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 9/19/23 Sep 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.

Fantasyland, The Perfect Storm, Window Closing 9/18/23 Sep 18, 2023

Show notes

Yields on the move ahead of Wednesday’s Fed meeting and our market guest warns that it’s NOT good news for stocks, saying anyone who thinks otherwise is living in fantasyland. Plus, what impact will the strike have on the economy? Rapid Ratings’ James Gellert joins us with the perfect storm he sees forming on the horizon. And one media analyst says the window for Disney CEO Bob Iger to get a good deal for ABC may be closing. He’ll join us to explain.

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