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  1. Inspiring the AI Trade, Peloton Product Launch, and Muni Bonds to the Rescue? 9/22/26

    Meta’s Muse is a hit with Main Street, but is the next phase of AI enough to keep the trade alive on Wall Street? Peloton launches a new suite of products. Plus, how muni bonds are coming to the rescue when it comes to climate disasters. Ho

  2. AI Stocks Rally, Meta’s Muse Moment, Nike’s Swoon 9/21/26

    The Nasdaq is climbing 2% as semiconductors and tech stocks rally. Meta having its third-best month on record amid investor optimism about its Muse personal agent app. And we look at whether Nike is nearing a bottom, as shares hit a 12-year

  3. Nvidia Too Cheap to Ignore?, AI Safety Debate, Apple’s iPhone Launch 9/18/26

    Our market guest’s favorite big AI name used to be Microsoft but now says Nvidia is too cheap to ignore. Plus, the AI safety debate is heating up in Washington and across the country. And the iPhone 18 Pro and Pro Max are launching today, b

  4. A Post-Rate-Hike World, a C-Suite Warning, and a Former Treasury Secretary 9/17/26

    Stocks higher, yields lower as markets digest the first Fed rate hike in three years. The CEO of Sentinelone says AI labs are engaging in “self-serving marketing.” Plus, an extended conversation with former Treasury Secretary Jack Lew. Host

  5. Countdown to the Fed Decision 9/16/26

    Ahead of the Fed’s decision on interest rates, Kelly Evans and Brian Sullivan sit down with lawmakers, former Fed Presidents, and investing heavyweights from Washington DC. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.c

  6. Yields Surge, The Fed vs. Oil, and a Predictions Pop 9/15/26

    The yield on 10-year notes hitting the highest level since 2007 ahead of the Fed decision. Jefferies’ David Zervos expects a more dovish Warsh and says the market is wrong on rates. Plus, prediction markets are already scoring this NFL seas

  7. “Pace the Frontier,” The Case for a Cut, and Healing Healthcare 9/14/26

    After Anthropic’s Dario Amodei calls to “pace the frontier” on AI, one of the researchers who discovered OpenAI’s hack of a German website says slowing U.S. model development will also curb China. Jefferies’ Chief Economist makes the case f

  8. Hikes on the Horizon, Diesel Distress and Remembering September 11 9/11/26

    JPMorgan’s Michael Feroli raising his rate hike forecast to two this year after inflation comes in slightly hotter than expected. What record high diesel prices mean for the US economy. Plus, 41-year New York Stock Exchange veteran Peter Tu

  9. Bond Bonanza, Driving Oil Action, A GOP Guarantee? 9/10/26

    Yields continue higher, and on the heels of a strong 30-year bond auction, Rick Santelli says it’s “war, not Warsh” moving rates. Real Macro’s Jeff Currie on the “toxic” double-trade pushing oil prices higher. Plus, President Trump’s $5,000

  10. Crude’s “Crash Diet,” Tariff Tiff, and Hold off on a Hike? 9/8/26

    West Texas crude reapproaching $100 a barrel, and while Middle East tensions are ramping, Rapidan’s Bob McNally says China is also playing a big role in driving up prices this time around. We talk to the CEO of AGCO as retaliatory Canadian

  11. Jobs Jolt, Hugging Face’s First Investor, and Where the Pricing Power Is 9/4/26

    With markets pricing in a rate hike in September after a strong August jobs report, Steve Liesman and KPMG’s Diane Swonk weigh in on whether Chair Warsh’s ‘forward silence’ could backfire. The first investor in Hugging Face reveals the thre

  12. Nvidia Buys Hugging Face, AI Outages, and Data Center Dissent 9/3/26

    Nvidia will buy open-source AI platform Hugging Face for nearly $13B. BofA’s Vivek Arya says that will extend Nvidia’s sphere of influence well beyond Silicon. Meanwhile, ChatGPT, Claude, and Grok all experienced outages in the morning--for

  13. The Great Data Center Debate, Apple’s New Era, and Not Swooning in September 9/2/26

    As West Virginia says ‘yes’ to data centers, Governor Patrick Morrissey is focused on clean water and keeping energy costs low. Steve Jobs biographer Walter Isaacson wants Apple to get back to its roots under its new CEO, creating devices t

  14. Hike vs. Cut, FTC Chair on Amazon Lawsuit, and Why Electricians Love Data Centers 9/1/26

    Investor Barry Knapp makes the case for a Fed rate cut with global yields back on the rise. FTC Andrew Ferguson on the agency’s new lawsuit against Amazon. Plus, an officer from electrical workers union, I.B.E.W., Local 26, tells us why dat

  15. Renewed Iran Tensions, Colorado’s Data Center Fight, and the Summer Software Surge 8/31/26

    The US striking Iran for the first time in a month as the G20 kicks off and Secretary Bessent says the administration can keep the pressure on without China’s help. Colorado AG and Democratic gubernatorial candidate Phil Weiser on his plan

  16. Warsh at Jackson Hole, Retail Roundup, and Treasury Trouble? 8/28/26

    Fed Chair Kevin Warsh striking a hawkish tone in his first speech at Jackson Hole, saying there’s more work to do on inflation and former Boston Fed President Eric Rosengren agrees. Peterson Institute’s Adam Posen calls the Treasury’s incre

  17. Nvidia’s Record Quarter, Connecticut Sues Kalshi, and So Long, SaaSpocalypse? 8/27/26

    The AI trade roaring back on the heels of Nvidia’s blowout earnings and strong guidance. Connecticut Governor Ned Lamont on the state’s suit against Kalshi, the impact of Canadian tariffs, and how to lower energy costs for New Englanders. P

  18. Nvidia Earnings, A Winter Warning, and China’s Government Hack 8/26/26

    The key metrics to watch in Nvidia’s earnings—and why a guidance hike could be on the way. As oil prices continue to fluctuate amid Middle East tensions, RBC’s Helima Croft is concerned about a different commodity ahead of cooling temperatu

  19. Media Deal in Limbo, Bitcoin’s Bounce, and Football Firestorm 8/25/26

    A former Disney executive’s warning for media M&A as Paramount’s takeover of WBD sits in limbo. Technician Katie Stockton returns to discuss Bitcoin’s recent rally after calling the bounce last week. Plus, sports superagent Drew Rosenhaus o

  20. Safe Haven Status, Retail Wrap Up, and Crypto Comeback 8/21/26

    The Wall Street Journal’s Greg Ip joins us to discuss whether U.S. Treasurys are losing their safe haven status after Treasury Secretary Bessent’s buyback plan. Plus, Guggenheim’s Simeon Siegel is here with his retail outlook after a big ea

  21. Bessent’s Bond Battle, Go Broad Not Bearish, and Stripe’s Strategy 8/20/26

    Former OMB Director Mitch Daniels on the Trump administration’s fiscal policy fight. Five-star fund manager Matt McLennan says despite the rising bond risks, investors should broaden their holdings, rather than get bearish. Plus, why Stripe

  22. The Exchange 8/19/26

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertis

  23. Global Bond Rout, Meta’s Landmark Trial, and Anthropic’s Revenue Surge 8/18/26

    Yields around the world hitting multi-decade highs as bond vigilantes go to work. The Verge’s Nilay Patel says Meta’s federal child-harm trial is the social media platform’s “Microsoft moment.” Plus, Anthropic pulls back the curtain on its

  24. Retail Ramp-Up, Chinese Tech Catalysts, and a Bitcoin breakout? 8/17/26

    The retailer Morgan Stanley says could go from laggard to leader in the second half. After the 2020 clamp down, can China woo tech investors back? Plus, the bullish set-up for Bitcoin. Hosted by Simplecast, an AdsWizz company. See https://p

  25. Bubble Beacons, Prediction Friction, and a Data Center Disconnect 8/14/26

    Semis are in a bubble, according to Citi’s indicator. Former Assistant AG Jonathan Kanter on prediction markets’ legal hurdles. Plus, the disconnect between investors and developers when it comes to data center moratoriums. Hosted by Simple

  26. S&P 500 Milestone, Zuckerberg’s AI Manifesto, Anthropic’s Power Deal 8/13/26

    The benchmark index crossing 7,800 for the first time ever as new inflation data comes in softer than expected. Plus, early Facebook investor Roger McNamee calls Meta CEO Mark Zuckerberg’s AI manifesto a piece of science fiction. And Anthro

  27. The Exchange 8/12/26

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertis

  28. Compute an Asset Class?, Two Wars Becoming One?, and Existing Home Sales Slump 8/11/26

    Nvidia just lined up $500 billion in funding from some of the biggest financiers in the world. Does this mean compute is now its own asset class? Plus, analysts warn the Iran war could merge with the Russia-Ukraine war. Could the US end up

  29. Take a Three-Quarter Point Hike, Food Safety Changes, and Grab the Chips 8/10/26

    Sticky inflation has Bank of America predicting 75 basis points of Fed hikes this year. Acting FDA Commissioner Kyle Diamantas on a rule change for ingredients and the ongoing foodborne illness outbreaks. Plus, the name trader Jeff Kilburg

  30. Weak Jobs Report, AI Model Fears, and the Data Center Economy 8/7/26

    Does July’s weak jobs report change the Fed’s rate path? OpenAI is pausing the rollout of its upcoming model due to “cyber capabilities.” Plus, the data center economy and the three sectors our market guest is bullish on because if it. Host

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