Episodios

  • Nvidia on Deck, Muddy Waters' New Long Position & Read on Retail 11/19/25
    Nov 19 2025

    We break down the Nvidia numbers to watch after the bell with VC Lo Toney, and the only analyst with a sell rating on the AI giant. Short-seller Carson Block reveals a rare long position. Plus, what Lowe's got right in its third quarter.


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    43 m
  • Scaling Back on AI, Crypto Cools & 3 Names to Buy 11/18/25
    Nov 18 2025

    The Street starting to split on hyperscalers with Rothschild & Co Redburn downgrading Microsoft and Amazon, while Loop upgrades Alphabet. Bitcoin turns negative for the year. Plus, Victoria Greene's three stocks to buy in the pullback.


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    44 m
  • Tracking Nvidia Trades, Retail Wreckage, and AI Super PAC Spending 11/17/25
    Nov 17 2025

    Options flashing a bullish, but cautious, signal ahead of Nvidia earnings. Bernstein sees near-term risk for the country’s biggest retailer. Plus, the $100M AI Super PAC picks its first target.


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    44 m
  • A Divided Fed, Bitcoin’s Breakdown & AI Anxiety 11/14/25
    Nov 14 2025

    A December rate cut is looking less likely, but does the market need it for support?
    Plus, Bitcoin is now off more than 20% from its record high, is the bottom in or are more crypto declines coming?
    And our tech watcher says AI anxiety is overdone and he’s going shopping. He tells us where he’s seeing the biggest opportunities in the trade.


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    44 m
  • Stocks Sink, Disney Disappoints & 'Lacing Up for Liftoff' 11/13/25
    Nov 13 2025

    Stocks sharply lower as the tech sell-off persists, but one strategist says it's too early for an AI bubble. Disney shares on pace for their worst day since April on mixed results. Plus, a retail bright spot.


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    44 m
  • The Exchange 11/12/25
    Nov 12 2025

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


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    43 m
  • Shutdown Wind-Down, Big Gains for Small Names? & a Top Tech Pick 11/11/25
    Nov 11 2025

    The shutdown may be coming to and end, but its impact will last a while longer. We look at the ripples across the markets, travel, and holiday spending.
    Why you may want to skip large-caps in favor of smaller names. Plus, our tech watcher says stick with the sector and one name in particular.


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    44 m
  • Senate's Shutdown Deal, a "Rare" Vote of Confidence, and 50-Year Mortgages 11/10/25
    Nov 10 2025

    The government could reopen as soon as this week, according to one policy strategist. Deutsche Bank sees 20+% upside in MP Materials. Plus, are 50-year mortgages the key to jumpstarting the housing market?


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    43 m