All episodes

‘Higher for longer’ for longer?, Red Sea Tensions Rise, The Risks Ahead 01/02/24

The Trade that Paid, Meta vs. Apple, and Three-V Buys & A Bail 12/29/23

2024 Opportunities, Heart-y Gains, Vice City Real Estate 12/28/23

January Rate Cut, Pain & Opportunity, and In the Fast Lane 12/27/23

Triggering the Fed Pivot, Big Biotech Buyouts, and Top 2024 Tech Picks 12/26/23

The Tech Names ARK’s Cathie Wood is Buying Now, Two Percent is Too Late, and the Med Tech Stock with 36% Upside 12/22/23

The Exchange 12/21/23

Timing the Cuts, Office Opportunity? and Overseas Playbook 12/20/23

Recession Inevitable?, Pivot Positioning, and Coinbase CEO on Crypto 12/19/23

Premature Pivot, Cheap but Controversial, Fade These Trades 12/18/23

Catalysts Trump Concerns?, “Screaming Buys?” and Building Out Gains 12/15/23

Full Steam “A-Fed”, Short Signals, Real Estate Turning Point? 12/14/23

Countdown to the Fed Decision 12/13/23

Soft Layover, Building Out Gains, Healthy Holiday 12/12/23

Cut Timeline, Red(Stone) Alert, and Retail vs. Real Estate 12/11/23

Goldilocks Jobs Report, Beating the Market, California Forever 12/8/23

Bond Voyage?, High-Flyer, Building on Gains? 12/7/23

The Exchange 12/6/23

Cut Timeline, Drugs & Bots, Rom-Com(merce) 12/5/23

What’s Driving the Rally?, Trillions to Tap, Kings of Retail 12/4/23

Soft Landing at Risk?, Stream Team?, and 3 Buys & a Bail 12/1/23

The Exchange 11/30/23

The Exchange 11/29/23

Data Divergence, Spending Surge, Earnings Exchange: AI Edition 11/28/23

Digging into Spending Data, Hybrids are Hot, and When Will Housing Normalize? 11/27/23

Holiday Shopping, Spending Signals, Pandora CEO 11-22-23

From the Desk of Kelly Evans: Where Things Are Getting Cheaper 11/22/23

AI Sector Shakeup, Trust the Rally?, and Corporate Pensions Comeback 11/21/23

The Exchange 11/20/23

Musk’s Mess, Lost the Recession Battle?, and E-Commerce Cold War 11/17/23

The Exchange - 11/16/23

Nadella, Biden & Xi and Swagel 11/15/23

Market Rallies on CPI Data, Emerging Market Opportunities, and Weight-Loss Winner 11/14/23

Shutdown Countdown, Thawing Tensions, and Consumer Baggage 11/13/23

San Francisco Fed Pres. Mary Daly, Holiday Spending Squeeze, and the Experience Economy 11/10/23

Catalysts & Concerns, Debut Drought, and the Electric Butterfly Effect 11/9/23

Fed Fallacy?, Health of Housing, and Bellwethers on Deck 11/8/23

Credit Concerns, Concerts & Conventions, and Everything is “Paw-some” 11/7/23

Yielding Problems, Buy or Beware, Private Credit Concerns

From the Desk of Kelly Evans: Could corporate pensions save America? 11/6/23

Rally, Set, Go?, Read on the Consumer and Themes & Trades 11/3/23

The Exchange 11/2/23

CNBC Special: The Fed Decision 11/1/23

Countdown to the Fed Decision, Rising Rate Play, and the ‘Scariest’ Bear Cases in Tech 10/31/23

Slowdown Low-down, XPO’s Big Beat, Scary Consumer? 10/30/23

Data Delusion?, The View from Vanguard, and Health of Housing 10/27/23

The Fed’s Next Move, Buy or Beware?, and Rate Resilience 10/26/23

Can You Hear Me Now, Downturn Resiliency, and Get the Government 10/25/23

Hedge Hawk, 100% Wrong?, and Good Problems 10/24/23

Equity-like Returns, Fiscal Dominance, and Commercial Real Estate Pivot 10/23/23

From the Desk of Kelly Evans: Who's the PIIG now? 10/23/23

Yields Hit 5%, Now What? The Data the Fed Should be Using, and Harker’s Case Against Rate Hikes 10/20/23

From the Desk of Kelly Evans: The Fed has THREE mandates 10/20/23

The Exchange 10/19/23

The House Divided, Biden’s Israel Visit, and Regionals & Rates 10/18/23

What’s Next for Yields, Sentiment Slump, Salaries Surge 10/17/23

The $630B Question, The Bitcoin Binary, and Earnings Exchange 10/16/23

Seeking Safety, Crude’s Climb, Curbing the Run in Rates 10/13/23

The Exchange 10/12/23

The Exchange 10/11/23

Israel-Hamas War, The Hunt for Yield, and Leaderless House 10/10/23

Geopolitical Turmoil, Peltz vs. Disney, and Utilities Opportunities 10/9/23

Reversing Course, Mortgage Mania, and Airlines Grounded 10/6/23

The Exchange 10/5/23

Fed Fallacy?, Rising Rates Bail, and Two Cents on the Dollar 10/4/23

Crypto & Consumers, $9B AI Tool, Weighing the Trades 10/3/23

Bond Voyage, Trash Talk, Take Shelter 10/2/23

It Might Just Be the Everything Shutdown 9/29/23

Charting Returns, Strikes & Stocks, and Demand Destruction 9-28-23

The Value Names to Buy Now, Cannabis and Capital, and the Everything Shutdown 9/27/23

Economic Pressure Points, Real Estate Magnate Don Peebles, and Consumer Credit Risk 9/26/23

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

From the Desk of Kelly Evans: Who is really raising rates in Washington? 9/25/23

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

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

From the Desk of Kelly Evans: The Less United Nations 9/22/23

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

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

From the Desk of Kelly Evans: Is Trouble Brewing for Private Equity? 9/20/23

The Exchange 9/19/23

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

Strike Ripples. Returns Getting Harder, 3 Buy & a Bail IPO Edition 9/15/23

From the Desk of Kelly Evans: China Looms Over the Autoworkers' Strike 9/15/23

From the Desk of Kelly Evans: Boring IPOs are better IPOs 9/14/23

The Right to Buy Arm(s), Softbank’s Pricing Problem, and Fast Casual Winners 9/14/23

It’s the Economy, Stupid, The Case for $100 Oil, and Developing San Francisco 9/13/23

From the Desk of Kelly Evans: CPI takes a backseat 9/13/23

Apple’s Big Event, CNBC’s Top Financial Advisor’s Best Ideas, and Needham’s Tesla Caution 9/12/23

Chips & Channels, IPO Crystal Ball, and China Conundrum 9/11/23

The Exchange 9/8/23

From the Desk of Kelly Evans: The Strange Celebration of the Slowing Economy 9/8/23

Behind the Ban, Seeking Support, Spending Slowdown 9/7/23

Why Now, Gatekeeping & Government Bans, and a TV Tipping Point 9/6/23

Sweet or Sweat Spot, Key Trend to Watch, and Risky Business 9/5/23

Goldilocks Jobs Report, Housing Inflection Point, 3 Buys & a Bail 9/1/23

No Surprise, Sentiment Slump, Semiconductor Strategy 8/31/23

Jury Duty Market, Crypto Court Decision, and Privacy, Pets & Pricing 8/30/23

Positioned for Gains, The First Ten, and Health of Housing 8/29/23

Key Ticker, National (In)security & Earnings Exchange 8/28/23

Powell Stays Hawkish, Injectables Boost Profits, and Zillow Home Loan’s 1% Down Payment 8/25/23