All episodes

Blockbuster Jobs Report, The Case for Small Caps, Restaurant Stock to Watch 10/4/24

IP(N)O?, Buying the Pullback & Port Strike Pros 10/3/24

OpenAI’s Funding Round, Nvidia’s New Venture, Hidden Threat to Semiconductors 10/2/24

Iran Launches Missile Attack on Israel 10/01/24

Middle East Tensions Rising, Hurricane Helene’s Aftermath, Pain at the Ports 9/30/24

Inflation Volatility Ahead, Stealth Housing Winners, Tariffs Take Effect 9/27/24

Beijing’s Big Moves, OpenAI’s For-Profit Pivot?, Southwest Soars 9/26/24

Meta Connect Kicks Off, The Case for Small Caps, and SEIU President on Election & Labor Market 9/25/24

Buy the Setback Stocks?, Holiday Retail Forecast, Investing in the Nuclear Renaissance 9/24/24

Don’t Buy Intel Deal Hype?, Nuclear Deal of the Day, The Leadership Trade 9/23/24

Fed’s Cutting Conundrum, Bullish on Homebuilders, Temu’s Troubles 9/20/24

Rate Cut Rally, Staples Surge & Ridesharing Race 9/19/24

Final Countdown to Fed Decision, Sens. Warren & Kennedy, SEC Chair Gensler 9/18/24

24 Hours Until Fed Decision, Mortgages Rates’ Next Move, Retailers Nearing Inflection 9/17/24

48 Hours Until Fed Decision, Health of Housing, Dean of Valuation on Apple 9/16/24

Private Equity in College Sports, Uber & Waymo Expand Partnership 9/13/24

Mester on the Fed, Markets & Rates, Disney Cuts Prices 9/12/24

Data Disappointment, Banks’ Mixed Messages, Stalled Trade 9/11/24

Oracle’s Big Plans, Candidates’ Big Night, and Powell’s Big Decision 9/10/24

Apple Unveils iPhone 16 and To Buy the Dip or Not to Buy the Dip? 9/9/24

Labor Market "On Thin Ice" 9/6/24

October Optimism, NFL’s Most Valuable Team 9/5/24

Semiconductor Sell-off, Bond Market Bullishness, Off-Price On Fire 9/4/24

September Swoon Ahead?, Intel in Trouble?, Housing Affordability Crisis 9/3/24

Warning Sign for the Fed?, Powering AI Demand, Gen-Z Love Story 8/30/24

Catalysts & Concerns, The Next Best Buy, A REIT to Read Retail 8/29/24

Nvidia Earnings Countdown, AI & Box CEO, Earnings Exchange: AFRM, CRWD, DG 8/28/24

How Fast & How Far?, $40M Turnaround, Earnings Exchange: BOX, S, JWN 8/27/24

Buy the Tech Dip?, Consumer Seeking Value, Bullish Fresh Pick 8/26/24

“Time Has Come”, AI 2.0 Trade, 3 Buys & a Bail: Turnaround Edition 8/23/24

Underappreciated Small-Cap Trade, Consumers & Value, Peloton Turnaround Plan 8/22/24

Dow 47,000 in Sight?, China & The Election, Historic Payrolls Revision 8/21/24

Hunting for Value, Stocks vs. Bonds, Housing Affordability 8/20/24

Shifting Fed Narrative, DNC Kicks Off, Strong Foundation for Homebuilders? 8/19/24

Overlooked Market Risks, Harris’ Economic Plan, Classic Car Craze 8/16/24

The Exchange 08/15/24

September Rate Cut Split, REITs to Buy Now, and Consumer on the Cusp? 8/14/24

Starbucks CEO Shake-up, Inflation in Check?, Middle East Tensions 8/13/24

Value in Volatility, Consumer Spending Gauge, Not Too Late to Buy Nvidia? 8/12/24

Markets’ Big Week, China’s Path Forward, SweetGreen’s Healthy Returns 8/9/24

Health of the Consumer, Market Rally or Reversal?, Interactive Brokers’ Thomas Peterffy 8/8/24

One-on-one with Jamie Dimon 8/7/24

Sell-off Overdone?, Buy the Tech Dip?, Disney Price Hikes 8/6/24

Market Sell-off, WaFd Bank CEO

Jobs Report Sell-off, Intel’s Half-Century Slump, Databricks CEO Exclusive 8/2/24

Big Tech Sell-off, Shifting Fed Narrative, Historic Prisoner Exchange 8/1/24

The Exchange 7/31/24

Market’s Big Mistake?, AI’s First Real Test, Harris’ Crucial VP Pick 7/30/24

Markets’ Big Week, Vanguard’s New CEO, Earnings Exchange: PG, JBLU, PFE 7/29/24

Rate Cut Timeline, Data Center Demand, Overseas Opportunities 7/26/24

Catalysts & Concerns and Buying Opportunities 7/25/24

Tech Wreck, Bitcoin Bucking the Trend, Buy the Builders? 7/24/24

Unloved Bull Market, Time to Buy Tesla?, Risky Business 7/23/24

Your Money, Your Vote, Policies & Positioning, Stick with Small Caps? 7/22/24

Biden’s Make-or-Break Weekend, Riding the Rotation, Global IT Outage 07/19/24

Small-Cap Summer, The Investible Election, Netflix Earnings on Deck 7/18/24

Hunting for Value, Candidate-proof Trade, Earnings Exchange: BX, DHI, DPZ 07/17/24

Trump Picks Vance, Opportunities Abroad, Small Caps Soar 7/16/24

Powell’s Playbook, RNC Kicks Off, More Volatility Ahead? 7/15/24

Value Renaissance Ahead?, The Bank Trade, Commercial Real Estate 7/12/24

From the Desk of Kelly Evans: The fall of Troy 7/11/24

CPI, Costco & The Case for S&P 6K 7/11/24

From the Desk of Kelly Evans: The cuts are coming 7/11/24

Inflection Point?, Travel Demand & Cashing in on Components 7/10/24

Underrated Risk?, Bullish Bets & Audio Advantage - 7/9/24

From the Desk of Kelly Evans: Tour de France 7/8/24

Charged-up Semis, “Nowhere Near the Top”, and Politics & Positioning 7/8/24

From the Desk of Kelly Evans: AI *is* the business cycle 7/5/24

Jobs Jolt, U.K. Business Boost?, Book Boom 7/5/24

The Exchange 7/2/24

No Stopping the Rally?, The Jobs Juggle, Immunity Ruling 7/1/24

Supreme Court on Chevron, As Good as It Gets?, Nike: “More Squish Than Swoosh” 6/28/24

Retail Detail, Stick with Tech?, “Your Money, Your Vote” 6/27/24

Where the Chips Fall, Too Cheap to Ignore?, Health of Housing 6/26/24

Moving past the Mag 7, Risky Returns, Too Hot to Ignore? 6/25/24

Tech’s Turning Tide, Ret(AI)l Margins, Strike on Snacks 6/24/24

What the Tech?, New Market Opportunities, Ryan Serhant Live 6/21/24

Too High for Too Long?, The Big Squeeze, AI Adoption on Main Street 6/20/24

Slowdown on the Way, La-Z-Boy CEO on Big Beat, Homebuilders on the Range 6/18/24

Bonds & Equities Diverge, Accor CEO on Travel Trends, 3 Buys & A Bail: Stock Splits 6/17/24

Bifurcation Situation, Value Hunting & Lease on Losses? 6/14/24

Fed Falling Behind?, Warning Sign to OpenAI?, Musk’s Massive Pay Package 6/13/24

Fed Decision Countdown, Paramount’s Playbook, AI & Advertising 6/12/24

From the Desk of Kelly Evans: The Anti-Gutenberg moment 6/11/24

Mixed Signals, Record Highs, Cybersecurity Concerns 6/11/24

Apple’s WWDC Kicks Off, Europe’s Future in Flux, Regional Bank Turmoil 6/10/24

From the Desk of Kelly Evans: "Boring" Kitty 6/10/24

The Exchange 6/7/24

The Exchange 06/06/24

Timing the Cuts, Recession-Proof Business Model?, Suburban Surge 6/5/24

Flashing Slowdown Signals, Roaring Kitty’s Options, Hot Solar Stocks 6/4/24

Overseas Opportunities, Changing Consumer, 3 Buys & A Bail: Sector Leaders 6/3/24

Fed’s Path Forward, Fast Food Wars, Calculating Earnings Commentary 5/31/24

Salesforce’s Surprise Miss, Home Sales Disappoint, Earning Exchange: COST, DELL, MDB 5/30/24

Nvidia: Bargain or Beware?, Rate Cut Doubts, Health of Housing 5/29/24

“No Cuts, No Problem”, Next Stop: Splitsville, AI Risks vs. Rewards 5/28/24

Sell-off Bounceback, Duke Energy CEO, 3 Buys & A Bail: Under-the-Radar 5/24/24

July Cut?, Nvidia Halo, Zyn Rewards 5/23/24

Where to Find Value, Nvidia Earnings & A(I) + Opportunity 5/22/24

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