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  • Washington's AI Warning, Sentiment Slump, and The "Least Ceasefire Ceasefire" 4/10/26

    Washington's AI Warning, Sentiment Slump, and The "Least Ceasefire Ceasefire" 4/10/26
    2026/04/10

    Washington's warning to banks about Anhropic's new Mythos model. Inflation hits a near two-year high, while consumer sentiment touches a record low. Plus, energy analyst Denton Cinquegrana tells us when energy prizes should normalize if, what he calls, the "least ceasefire ceasefire in the history of ceasefires" holds up.


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    44 分
  • The Exchange 4/9/26

    The Exchange 4/9/26
    2026/04/09

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.


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    44 分
  • Oil Slips, Stocks Rally & a Rate Cut is back in Play 4/8/26

    Oil Slips, Stocks Rally & a Rate Cut is back in Play 4/8/26
    2026/04/08

    Stocks rally as the U.S.-Iran ceasefire sends oil prices tumbling, but is the rally real? Plus, a fed rate cut is back on the table. We debate whether it should be.


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    44 分
  • Iran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26

    Iran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26
    2026/04/07

    Equities under pressure after President Trump ramped up threats against Iran ahead of his Strait of Hormuz deadline. Crude hits $116 a barrel, but S&P Global's Dan Yergin says the oil market is under-pricing risk. Plus, we go stock picking in the semis sector.


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    44 分
  • Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26

    Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26
    2026/04/02

    The President’s Iran speech fails to soothe markets. Private credit jitters are back. Plus, where the market pullback is creating opportunities.


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    44 分
  • Nike's Nosedive, Tech's Turnaround, and Gold's Gains 4/1/26

    Nike's Nosedive, Tech's Turnaround, and Gold's Gains 4/1/26
    2026/04/01

    Nike shares get crushed on weaker-than-expected sales outlook amid revenue struggles in China. The Mag 7 rallying for a second day after a rough first quarter, but Benchmark is bullish on name in particular. Plus, with gold on pace for its first positive week in five, Tim Seymour says the rally will continue if one particular condition is met.


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    44 分
  • Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26

    Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26
    2026/03/30

    WTI crude hits a three-week high after Trump threatens to "obliterate" Iran's energy sources. Chinese manufacturers warn to brace for price hikes due to disruption in the Strait of Hormuz. Plus, KKR agrees to sell cooling systems company CoolIT for $4.75 billion to Ecolab, making 15 times its initial investment.


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    43 分
  • Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26

    Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26
    2026/03/27

    Mounting inflation concerns could put Trump's pick for Fed Chair in a bind. The company Wells Fargo says is the "best-positioned" name in the AI race. Plus, a rough week for memory stocks but will the dip be short-lived?


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    44 分