The Exchange

Latest Episodes:

Unnecessary Recession?, Rates & Real Estate, and “No Soft Landing” 3/8/23 Mar 08, 2023

Show notes

It’s Day 2 on Capitol Hill for Jerome Powell, with more of the same message: the data will determine what the Fed does next.

Mohamed El-Erian says what comes next could very well be a Fed-made recession. Is he right? We’ll debate.

Plus, rising rates & a lack of inventory are resulting in stubbornly-high home prices. We’ll look at new data suggesting it’s not getting any better.

And, KBW warns a “soft landing” is now off the table. Their analyst will join us with names in banking, life insurance & REITs that are most exposed.

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“Stay the course until the job is done” 3/7/23 Mar 07, 2023

Show notes

Fed Chair Jerome Powell just wrapped up his semi-annual testimony before the Senate baking committee, saying the Fed will “stay the course until the job is done.”

That could include higher interest rates than previously anticipated, and a quicker pace of hikes. And that has stocks selling off today. We’ll tell you all you need to know.

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Fed vs. Markets, Buy or Bail?, Bull vs. Bear 3/6/23 Mar 06, 2023

Show notes

Stocks are higher, even as the yield curve flashes a worsening recession warning. Are investors growing complacent? Will Jerome Powell address it on Capitol Hill?

It’s a big week for the markets & the economy, and we’ll get you ready for it with how to be positioned for success.

Plus, the White House is expected to crack down further on investments in China, but details are scant. So should investors buy or bail? We’ll debate.

And, Amazon has underperformed the QQQs by 50% since its pandemic peak. Amid growing headwinds, how should you trade the stock? We’ll have a bull vs. bear debate.

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Toss Out the Rules?, Risky Business, and the China Conundrum 3/3/23 Mar 03, 2023

Show notes

Everyone’s talking about whether or not the Fed needs to take interest rates to 6% now. But what if even that number is too low?

According to the “Taylor Rule,” rates should be headed towards 10%. Is that really feasible? We’ll ask “Taylor Rule” creator John Taylor himself.

Plus, office REITs have been crushed by rising rates and slowing demand. But there’s one better positioned than the rest. We’ll reveal the name.

And, Kyle Bass is calling Xi Jinping’s latest moves “installing a war cabinet.” So should you stay away from investing in China? We’ll debate.

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From the Desk of Kelly Evans: Should you rotate out of index investing? 3/3/23 Mar 03, 2023

Show notes

Kelly explains why the traditional portfolio might not survive in this economic environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Data Delusion. Invest Overseas?, and “Burn the Boats” 3/2/23 Mar 02, 2023

Show notes

Is the Fed making decisions based on increasingly imprecise jobs data? One of our guests says “yes.” We’ll look at the issues, and potential fallout for markets & the economy.

Plus, Europe has a major inflation problem. Experts have warned to stay away, but that’s not stopping our guests from investing there. They’ll tell us where they see opportunity.

And, Matt Higgins of RSE Ventures joins us in studio to talk about his VC investments, his new book, and whether Momofuku would ever go public.

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The Exchange 3/1/23 Mar 01, 2023

Show notes

Tesla holding its investor day, but could Tesla’s current competitive advantage become its weakness?

The long-time best-performer on the S&P citing forex headwinds in its Q4…we’ve got some names that hold up better during dollar dominance.

Plus, 15 ways to play AI from Bank of America.

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From the Desk of Kelly Evans: Are rates now going to 6%? 2/28/23 Feb 28, 2023

Show notes

Kelly explains why the Fed could continue tightening much, more more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ready For Prime Time, International Warning Signs?, and $400 Billion on The Docket 2/28/23 Feb 28, 2023

Show notes

One of the few issues with bipartisan support in congress is heading for prime. Tonight will mark the first hearing from the House Select Committee on strategic competition between the U.S & China.

We’ll explain the key national security concerns at stake, and why the chief economist of the China beige book says these are baby steps in solving our problems.

Plus, China’s reopening is giving stocks in that region a boost, and sparking global growth hopes. But MKM’s Michael Darda disagrees. He’ll join us to explain why he’s skeptical on China, and Europe too.

And, $400 billion in student loan debt is in the crosshairs of the Supreme Court, with the first steps toward loan forgiveness now underway. We’ve got the latest details.

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From the Desk of Kelly Evans: The small business problem 2/28/23 Feb 28, 2023

Show notes

Kelly explains why the small business boom may be coming to an end, and what that means for the broader economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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