All episodes

The Tech Trade, Recession Risk on the Rise?, and Travel’s Price Problem 4/5/23

Fed Pause Ahead?, Overseas Opportunities, and Hold on to Your Staplers! 4/4/23

The Exchange: Recession Risk & Tech Trade Winners 4/3/23

The Fed’s Balancing Act, Wall of Worry, and Box Office Blues 3/31/23

Is the Coast Really Clear?, Options Market Tea Leaves, and End of the ‘Safety Trade’? 3/30/23

From the Desk of Kelly Evans: We are SO not out of the woods 3/30/23

Anatomy of a Bank Run, Bigger is Better?, and Stocks vs. Bonds 3/29/23

Bank Regulators on the Hot Seat, A Bank for Gen Z?, and Dethroning King Dollar 3/28/23

Banks Boost, Short Duration = Big Gains?, and SVB Collapse Hearing On Deck 3/27/23

Bank Risks & Ripples: What the Fed Needs to Do and the Impacts on Autos, Clean Energy & Crypto 3/24/23

Done Raising Rates?, Health of Housing, and TikTok on the Hot Seat 3/23/23

Walk Up to the Fed Decision: A Hike, A Pause or a Pivot? 3/22/23

Hike, Pause or Pivot? Time to Strip the Fed? And Russia’s New Lifeline? 3/21/23

From the Desk of Kelly Evans: Deflation--Not Hyperinflation--Is The Real Risk Here 3/20/23

The Fed’s Dilemma, Bitcoin’s Big Moment, and Red Flags Ignored? 3/20/23

Why Pivot Talk is “Rubbish,” Muni Bond Red Flags, and the Bearish Options Signals 3/17/23

The Fed’s Next Move, The Banks & Housing, And a Capital Infusion for First Republic? 3/16/23

The SVB Fallout Continues 3/15/23

The Problem with Pausing, Charles Schwab CEO, and Bet on Housing? 3/14/23

The SVB Fallout 03/13/23

The Fed & The Financials 3/10/23

Fed & the Financials, Biden’s Budget, and Labor Pains 3/9/23

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

“Stay the course until the job is done” 3/7/23

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

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

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

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

The Exchange 3/1/23

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

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

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

The Read on Rates, and No Pause, No Problem? 2/27/23

Full Attack Mode?, Fed Fallout, and 3 Buys & A Bail: AI Edition! 2/24/23

No more Doves, The China Divide & The Nat Gas Collapse 2/23/23

Who’s backing Bullard?, “Money Illusion”, and Wings & Inflation 2/22/23

From the Desk of Kelly Evans: The stimulus is still happening 2/22/23

State of the Consumer, Bet on the Bulls, and Rates, Retail & Risk-On 2/21/23

From the Desk of Kelly Evans: Do rates need to go much (much) higher? 2/21/23

From the Desk of Kelly Evans: The long, long wait for recession 2/17/23

From the Desk of Kelly Evans: What is the CPI report telling us? 2/17/23

From the Desk of Kelly Evans: Why haven't there been more blowups? 2/17/23

The Fed’s Next Move, Buy The Dip?, and “Shop or Drop” 2/17/23

From the Desk of Kelly Evans: The State of the Union 2/16/23

Taking A Breather, “Volmageddon 2.0,” and 3 Rates & The Consumer 2/16/23

Retail Detail, Travel Trade, and Earnings Exchange 2/15/23

The “Unresolved Tensions” Trade, Inflation Situation, and Earnings Exchange 2/14/23

Bracing for CPI, High Altitude, High Stakes?, and Health of Housing 2/13/23

Betting On The Consumer, Renting, Buying & Building, and 3 Buys & A Bail 2/10/23

The Data Disconnect, “The Proxy Fight is Over,” and “MIFTs” 2/9/23

“Time To Play Offense”, What’s The Plan?, and “A+” for AI 2/8/23

From the Desk of Kelly Evans: How can margins NOT collapse? 2/8/23

Disinflation Situation, and Microsoft’s A.I. Ambitions 2/7/23

Fed Up!, Rising Tensions, and Earnings Exchange 2/6/23

Is “Good News” Now Good News?, Apple’s Rough Report, and Media Momentum 2/3/23

From the Desk of Kelly Evans: "It always looks like a soft landing at first" 2/2/23

Risk-On Back On?, Buy or Bail, and Tech-Tonic Shifts 2/2/23

The Market Disconnect, Debt Dilemma, and Housing Headwinds 2/1/23

Countdown To The Fed, Health of the Consumer, and Dis-AD-Vantaged? 1/31/23

From the Desk of Kelly Evans: Hikes? How about rate CUTS 1/30/23

The Biggest Labor Problem Facing the Fed, The Busiest Week of Earnings, and The Return of the Tesla Short 1/30/23

Growing or Slowing?, Chips In The Wrong Basket?, and 3 Buys & A Bail: Buyback Edition 1/27/23

From the Desk of Kelly Evans: Mission accomplished? 1/27/23

Buyback Outrage, Don’t be Fooled!, and Don’t Bet On Bargains 1/26/23

From the Desk of Kelly Evans: Don't let them fool you 1/26/23

Microsoft Landing?, International Flavor, and Tesla’s Rough Ride 1/25/23

From the Desk of Kelly Evans: This is really bad timing for a debt ceiling fight 1/25/23

Sell till Summer?, Cloud Concerns, and “Egg-cellent” Picks 1/24/23

A Fed Pause? ‘More Concerned than Ever About China,’ and The Great Tech Reckoning 1/23/23

From the Desk of Kelly Evans: "Leading" us right over a cliff 1/23/23

Follow the Fed Speak, Big Tech Jobs Cuts, and Savings Down, Debt Up 1/20/23

Emerging Opportunities, the Fed’s Pedal to the Metal, and Three-peat for Oil? 1/19/23

Dollar Doldrums, The Next Big Vaccine Race, and Debt Ceiling Showdown 1/18/23

Worst Miss In A Decade, Growing Pains, and Wings, Wheels & Deals 1/17/23

Growing or Slowing?, Risk Trade Returns, and 3 Buys & A Bail 1/13/23

From the Desk of Kelly Evans: The Fed pause is nearly at hand 1/12/23

Fed vs. Markets, “Lost Its Way”, and the Bank Barometer 1/12/23

From the Desk of Kelly Evans: Here comes the headfake 1/12/23

FTX Fallout, Bailing on a Bailout, and an “Extraordinary” Outage 1/11/23

From the Desk of Kelly Evans: Do they see what we see? 1/10/23

Data Disconnect, Pockets of Opportunity, and Taking (A.I.)M 1/10/23

Fed Faux Pas?, Policy Problems, and Far To Fall? 1/9/23

Job Market Relief, Biogen’s Big Bet, and Stop Trying to Beat the Market! 1/6/23

From the Desk of Kelly Evans: The end of FA(A)NG 1/4/23

Fed Minutes on Deck, DC Dysfunction, and a Stock Picker’s Dream? 1/4/23

From the Desk of Kelly Evans: What if the Fed jacked rates up? 1/3/23

Bulls or Bears?, The Case for Commodities, and A Rough Ride 1/3/23

From the Desk of Kelly Evans: If Anyone Utters the Following Phrases… 12/30/33

Bringing the Bulls Back, Energy’s Huge Year, and the Ad Spending Slowdown 12/30/22

Ride the Rally?, Reopening Wreckage, and the Debut Doldrums 12/29/22

From the Desk of Kelly Evans: The $12 trillion that vanished 12/28/22

Travel Trauma, “Ridiculously Overvalued”, and a Power Shift 12/28/22

From the Desk of Kelly Evans: The actual biggest story of the year 12/28/22

Peak Inflation?, Easing in China, and 6 Reasons to Buy Apple 12/27/22

From the Desk of Kelly Evans: How much would you pay for Sunday Ticket? 12/27/22

From the Desk of Kelly Evans: Uh oh...tokens ARE securities 12/27/22

From the Desk of Kelly Evans: The Do's and Don'ts of Regulating Crypto 12/23/22

Macro Confusion, Bet On Tech?, Tesla’s Tough Ride 12/23/22

Market Selloff, FTX Fallout, and Storms & Stocks 12/22/22

Fed vs. The Market, State of Housing, and Reworking Retirement? 12/21/22