The Exchange

1445 Episodes

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

   Published: 23/07/2024
2. Your Money, Your Vote, Policies & Positioning, Stick with Small Caps? 7/22/24

   Published: 22/07/2024
3. Biden’s Make-or-Break Weekend, Riding the Rotation, Global IT Outage 07/19/24

   Published: 19/07/2024
4. Small-Cap Summer, The Investible Election, Netflix Earnings on Deck 7/18/24

   Published: 18/07/2024
5. Hunting for Value, Candidate-proof Trade, Earnings Exchange: BX, DHI, DPZ 07/17/24

   Published: 17/07/2024
6. Trump Picks Vance, Opportunities Abroad, Small Caps Soar 7/16/24

   Published: 16/07/2024
7. Powell’s Playbook, RNC Kicks Off, More Volatility Ahead? 7/15/24

   Published: 15/07/2024
8. Value Renaissance Ahead?, The Bank Trade, Commercial Real Estate 7/12/24

   Published: 12/07/2024
9. From the Desk of Kelly Evans: The fall of Troy 7/11/24

   Published: 11/07/2024
10. CPI, Costco & The Case for S&P 6K 7/11/24

    Published: 11/07/2024
11. From the Desk of Kelly Evans: The cuts are coming 7/11/24

    Published: 11/07/2024
12. Inflection Point?, Travel Demand & Cashing in on Components 7/10/24

    Published: 10/07/2024
13. Underrated Risk?, Bullish Bets & Audio Advantage - 7/9/24

    Published: 09/07/2024
14. From the Desk of Kelly Evans: Tour de France 7/8/24

    Published: 08/07/2024
15. Charged-up Semis, “Nowhere Near the Top”, and Politics & Positioning 7/8/24

    Published: 08/07/2024
16. From the Desk of Kelly Evans: AI *is* the business cycle 7/5/24

    Published: 05/07/2024
17. Jobs Jolt, U.K. Business Boost?, Book Boom 7/5/24

    Published: 05/07/2024
18. The Exchange 7/2/24

    Published: 02/07/2024
19. No Stopping the Rally?, The Jobs Juggle, Immunity Ruling 7/1/24

    Published: 01/07/2024
20. Supreme Court on Chevron, As Good as It Gets?, Nike: “More Squish Than Swoosh” 6/28/24

    Published: 28/06/2024