All episodes

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

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

Case to Raise?, Risky Business, China Auto Threat 5/20/24

Market Momentum, D(AI)ta Dash, 3 Buys & a Bail 5/17/24

Milestone Momentum?, Cranking or Cracking?, & Killer or Catalyst? 5/16/24

Hitting Record Highs, Health of Housing, Getting AI-gressive 5/15/24

From the Desk of Kelly Evans: The stock market has done even better than you think 5/15/24

Google’s Big Event, Meme Stocks Return, Travel Spending Boom 5/14/24

From the Desk of Kelly Evans: Why is the Fed so itchy to cut? 5/14/24

Rebound or Real?, AI Arms Race, Finding Healthy Returns 5/13/24

What the Tech?, The Key Catalyst, & Weathering Choppy Waters 5/10/24

Consumer Cracking or Cranking?, Beyond Meat CEO Exclusive, Gen Z’s Trade School Boom 5/9/24

Rate Cut La-La Land, Once-in-a-Lifetime Opportunity, Time to Trim Nvidia? 5/8/24

Fed “Fumble”, Disney Disappointment, and iPad Promises 5/7/24

Buffett’s Cash Conundrum, Sticking with Starbucks, Earnings Exchange: DIS, SPG, LCID 5/6/24

Rate Cut Timeline, Apple’s Core Issue, 3 Buys & A Bail: Boomerang CEOs 5/3/24

Less Hawkish Than Feared, No Labor Pains, Earnings Exchange: AAPL, HSY, NET 5/2/24

Fed Decision Countdown, Taylormade CEO on Tiger Woods, Earnings Exchange: Insurers, Zillow, DoorDash 5/1/24

A Hawkish Surprise, Amazon Earnings on Deck, Cloud Competition Heats Up 4/30/24

“Embrace Higher Rates” & Key Catalysts? 4/29/24

The Exchange 4/26/24

Not as bad as it seems? 4/25/24

“Great Opportunities,” Boeing Latest & Earnings Exchange 4/24/24

The Case for a July Cut & What Buyers Want 4/23/24

Buy the Dips?, Dented But Not Deterred, 3 Buys & a Maybe 4/22/24

Big Week Ahead, Sub-stantive Concern?, Top Airline Analyst on Earnings 4/19/24

No Cuts, No Problem?, Buy Now, Pain Later? & Supply Chain Winners 4/17/24

Catalysts & Concerns, REITs & Risks, Rates & Housing 4/16/24

Examining Geopolitical Risks and the Market Impact 4/15/24

Tracking the Sell-off, The VC View, Box CEO Aaron Levie 4/12/24

Adam Neumann Exclusive, Underestimating Apple?, Great Setup for Markets 4/11/24

Sticky Inflation Situation, Nvidia Defying Gravity?, Google’s Chip Shot 4/10/24

Beyond Mega Caps, Banking on Tech, Travel Trade Exclusive 4/9/24

Fed’s Hawk Talk, Yellen in China, Solar Eclipse Countdown 4/8/24

Stronger (Jobs Market) For Longer?, Retail Bargain Buy, Miami’s Billionaire Buyers 4/5/24

The Jobs Juggle, Disney’s Next Move, Rare VC Titan Interview 4/4/24

Disney’s Boardroom Battle, Einhorn’s Best Idea, Fed’s Path Forward 4/3/24

Markets & Metals, Fed Positioning, Tesla’s Rare Drop 4/2/24

Timing the Fed’s Cuts, Blip or Bottom?, Retail Pains & Gains 4/1/24

Sam Bankman-Fried Sentencing, AI Underdogs, Around the Word: Europe 3/28/24

Emerging Opportunities, Banking on AI, & AI Power Trades 3/27/24

Buoyed by Buybacks?, Around the World: Japan, Staples Slump 3/26/24

Hawkish Fed Risk?, Boeing Shake-up, Around the World: China 3/25/24

“Not a Bubble, but Bubbly”, Caution Warren-ted?, Stealth Housing Play 3/22/24

No Stopping the Rally?, Reddit IPO & Full Stream Ahead? 3/21/24

Countdown to Fed Decision, Reddit IPO Watch, Chipotle’s Big Split 3/20/24

Tech Safety Trade, Nvidia’s AI Revolution, Health of Housing 3/19/24

Don’t Chase the Crowd, Closing the AI Gap?, Homebuilder Sentiment Shift 3/18/24

Inflation Front & Center, Massive NAR Settlement, Stick with Boeing? 3/15/24

Timing the Cuts, TikTok Takeover?, “Meat” Makeover 3/14/24

Higher For Longer… For Longer?, Cost of Energy Security, Next Social Media Threats 3/13/24

Timing the Cut, Boeing’s Blues, Equal Pay Day 3/12/24

The Next Catalyst, Late Fee Limbo, Future of Media 3/11/24

Don’t Trust the Rally?, America’s $775B Gap, Trade of the Union 3/8/24

Biden & Business, Cleveland Fed Pres. Mester Exclusive, Earnings Exchange: COST, AVGO, DOCU 3/7/24

Powell on Capitol Hill, NYCB Capital Infusion, Musk vs. OpenAI 3/6/24

Value Hunting, Trex CEO Exclusive, Earnings Exchange: CRWD, JWN, JD 3/5/24

Apple’s Penalty & Pivot, Real Estate Risks, and 3 Buys & A Bail: Retail Edition 3/4/24

Riskey Business, Musk Sues OpenAI, 3 Buys & A Bail: Crypto Edition 3/1/24

Playing Offense, REIT Returns, The Long Game 2/29/24

Overlooked risk?, Weight-Loss Ripple Effects, Earnings Exchange: PARA, HPQ, BIRK 2/28/24

Goldilocks Growth Period?, Shutdown Showdown, Earnings Exchange: FSLR, LMND, SQSP 2/27/24

Stronger for Longer, Trio of Tech Trades, Earnings Exchange: LOW, ZM, WDAY 2/26/24

Next Leg of AI Rally, Long Live Live (Nation), Ukraine War: 2 Years Later 2/23/24

AI Boom Buys, Read on Real Estate, Earnings Exchange: WBD, LYV, SQ 2/22/24

Intel CEO at Foundry Event, Nvidia Earnings on Deck, and Travel + Leisure Trends 2/21/24

Stronger for Longer, Serving Up Gains, Earnings Exchange: TOL, PANW, WING 2/20/24

To Cut or Not to Cut, How AI Regulation Could Impact a Credit Score, and 3 Buys and a Bail: International Edition 2/16/24

The American Consumer, Nvidia vs. Tesla, Earnings Exchange: COIN, ROKU, AMAT 2/15/24

Worst-Case Scenario, Brokerage Battles, Charging Ahead 2/14/24

Timeline Turmoil, Bitcoin Flowmentum, Gig Economy Earnings On Deck 2/13/24

Tough Earnings Setup, Super Bowl Winners & Losers, and Earnings Exchange 2/12/24

Chip Value Pick, Spring Selling Surprise, 3 Buys & A Bail: Big Game Edition 2/9/24

“The Magic’s Back”, Bargain Buys, Moment of “Zyn” 2/8/24

Hidden Risks in the Regional Banks, The AI Nine, Stream Dream Team - 2/7/24

Silicon V(AI)lley, Earnings Midpoint Exchange, Market Momentum 2/6/24

Bet on the Bulls?, AI & H2O, New Boeing Headwinds 2/5/24

Blowout Jobs Report, AI Lobbying Explodes, Activist Investing: 3 Bails & 2 Buys 2/2/24

Fed’s Timeline Turmoil, Mag 7 Becoming Terrific 3, and Big Oil, Clorox & Skechers 2/1/24

Fed Decision Countdown, Rates & The Consumer, The Tech Factor 1/31/24

Timing the Fed’s Cut, AI & Earnings, Social Media’s “Seatbelt Moment” 1/30/24

The Fed’s Timeline, N. Carolina Cutting Coverage, CRE & The Red Sea 1/29/24

Intel Standing Pat, Inflation Situation, 3 Big Bails & a Surprise Buy 1/26/24

Alaska Airlines Earnings Exclusive, The Names Positioned for Gains, and Chips, Cards & Chinos 1/25/24

Forgotten Stocks, Bitcoin ETF Flow Race, Small Bank Barometer 1/24/24

Room to Run?, Red Sea Retail Ripples, Netflix’s Ad-vantage 1/23/24

The Exchange 1/22/24

S&P 500 Record High, Big Tech’s Big Week, and Abodes Abroad 1/19/24

MSCI Short Report, Contrarian Trades, The Deepfake Election 1/18/24

Consumer Won’t Quit, China’s Car Threat, 2024 Deal Barometer 1/17/23

Too Much Optimism?, 3 Buys & A Bail: Bank Edition, Home-Building Momentum 1/16/24

Markets vs. The Fed, Red Sea Ripples & Powering G(ai)ns 1/12/24

Timing the Cuts, Bitcoin ETFs, Rapid Rundown 1/11/24

Boeing CEO Exclusive, Rate Cut Timeline, Election Year Boost? 01/10/24

2024 Playbook Pivot, Live from CES!, and Turnaround Ahead? 1/9/24

Trading the 2024 Election, Stealth Rate Cut Benefits, and Railroad CEO on Southern Border 1/8/24

Cuts & Concerns, Equities Excitement, and 3 Buys & a Bail: Tech Earnings Edition 1/5/24

Timeline Turmoil, Billion-Dollar Bet in SF, Hydration Hype 1/4/23

Rate Expectations, Escalating Tensions, Tech Wreck? 01/03/23

From the Desk of Kelly Evans: Remember "I" bonds? 1/2/24