Bedste Financial Exchange-podcasts (2024)

1
Why are economists worried about falling birthrates? 33:52

14h ago33:52

33:52

Chuck Zodda and Mike Armstrong discuss the suddenly worrying trend in falling birthrates across the globe. Global chips battle intensifies with $81B subsidy surge. Can your investment portfolio relfect your values? Judge blocks new US rule limiting credit card late fees. Gamestop soars 60% as 'Roaring Kitty', who drove mem craze, resurfaces. Planet…

1
Tom Idzorek & Paul Kaplan on Lifetime Financial Advice: Part Four 1:13:24

3d ago1:13:24

1:13:24

Thomas M. Idzorek, CFA, is chief investment officer, retirement, for Morningstar Investment Management LLC. He also serves as a member of Morningstar’s 401(k) committee, Public Policy Council, Global Investment Committee, U.S. Investment Policy Committee, the editorial board of Morningstar magazine, and the Journal of Investment Management conferen…

1
What is Zombie inflation? Why is it terrifying to Wall Street? 38:37

14h ago38:37

38:37

Chuck Zodda and Mike Armstrong preview the week in economic data and look at why investors are crowding into soft-landing trades. We've entered a world of zombie inflation. Wall Street is scared witless. Mansion taxes won't improve housing affordability according to many economists. He helped Trump remake global trade. His work isn't done.…

1
Did EVs miss their moment to become the standard? 38:32

4d ago38:32

38:32

Chuck Zodda and Marc Fandetti discuss Biden's tariffs on EVs coming from China. Carmakers are back to betting on hybrids as EV sales stall. How to lend family money without wrecking your relationship. Why are new college grads going to have a difficult time landing their dream job even in a hot labor market? Paul LaMonica joins the show to chat abo…

1
US Consumers are not happy with the direction of the economy 38:38

4d ago38:38

38:38

Chuck Zodda and Marc Fandetti discuss the recent University of Michigan sentiment poll which showed a drop well below expectations. The S&P 500 is tracking back towards its all-time high. Why higher Fed rates are not totally off the table. Bumble predicts the future of online dating is AI. Why has oil been climbing over the past couple of days? Why…

1
Current state of housing w/Mike Simonsen 36:09

5d ago36:09

36:09

Chuck Zodda and Mike Armstrong explain why we actually need to build more luxury homes. Mike Simonsen joins the show to share how the housing market is shaping up around the country. The great wealth transfer has started, but millennials and Gen Z may not inherit as much as they anticipate. Tim Cook can't run Apple forever. Who's next? Disney, Hulu…

1
Why is Corporate America on a spending spree? 38:37

5d ago38:37

38:37

Chuck Zodda and Mike Armstrong discuss the weekly jobless claims that jumped to its highest level since last August. Corporate America is on a spending spree, buying back shares. Arm slides as tepid outlook fuels concerns over AI slowdown. Billions in chips grants are expected to fuel industry growth. Lenders are seeing a bottom for consumers.…

1
Will Gen X get left behind on Social Security? 35:56

6d ago35:56

35:56

Chuck Zodda and Marc Fandetti disucss why Gen X is going to get screwed the most by the current mess that is Social Security. The US 30-year rate mortgage dropped for the first time since March. Uber drops on the market despite rising revenue. Will the alliance between Uber and Instacart be able to challenge Doordash? Corey Adams, Regional Manager …

1
What is phantom debt and why are Americans falling for it? 38:39

6d ago38:39

38:39

Chuck Zodda and Marc Fandetti take a look at how booming corporate profits are shielding the economy. Walmart is the next test for traders worried about consumer spending. Wall Street can't track Americans 'phantom debt'. Pandemic-era winners have lost $1.5 trillion in market value. Mnuchin is changing his tune about the strength of the US dollar. …

1
Disney may not have a fairy tale ending 35:56

7d ago35:56

35:56

Mike Armstrong and Marc Fandetti react to Disney's less than impressive earnings report that sent the stock tumbling. Apple unveils its latest edition of the iPad. Apple is developing AI chips for data centers in hopes of gaining an edge in the arms race. At $2M per minute, Treasuries mint cash like never before. There are signs that the US consume…

1
Social Security gets extended but could still run out of money in 2035 38:38

7d ago38:38

38:38

Mike Armstrong and Marc Fandetti discuss how the Fed is shifting expectations on interest rate cuts for the second half of the year. Social Security gets some good news as expectations are the administration has enough funds to cover till 2035. Massachusetts eyes a mansion tax to fund affordable housing. The Fed's reluctance to cut rates is making …

1
The simple solution to reduce the cost of housing 35:51

8d ago35:51

35:51

Chuck Zodda and Mike Armstrong explain why weak currency and deflation are the rocket fuel behind China's shock 2.0. Reclassifying marijuana could unlock billions in tax savings for cannabis companies. Want to reduce the cost of housing? Build more of it. Capital-gains tax hits more home sellers. Consumers fed up with food costs are ditching big br…

1
Should we embrace the recent economic slowdown? 38:37

8d ago38:37

38:37

Chuck Zodda and Mike Armstrong react to Warren Buffett's comments about AI from the annual Berkshire Hathaway meeting. Are we finally experiencing the long awaited economic slowdown? Is the Fed right to bide its time on rate moves? Could the Fed do a better job explaining the moves they make? The 401(k) match change could have 'unintended consequen…

1
Gen Z is frustrated and this time they have a point 35:31

11d ago35:31

35:31

Chuck Zodda and Mike Armstrong discuss why Gen Z is frustrated and why they might actually have a point this time. The treasurys market is getting squeezed from all sides. Bill Gross says 'total return' strategy he pioneered is 'dead'. The new math of driving your car till the wheels fall off. Paul LaMonica joins the show to preview Berkshire Hatha…

1
How are markets reacting to April's jobs data? 38:40

11d ago38:40

38:40

Chuck Zodda and Mike Armstrong discuss April's jobs data that came in well below expectations and how the markets are responding to the data. Apple rallies most in 18 months on upbeat forecast and the announcement of the largest buyback in US history. Backdoor Roth IRAs are promising and perilous. Dave & Busters to allow betting on arcade games.…

1
Peloton's dramatic decline from pandemic highs 36:14

12d ago36:14

36:14

Chuck Zodda and Mike Armstrong discuss why Peloton went from being a pandemic darling to nearly irrelevent four years later. Why megacorporations shouldn't overestimate their monopoly power. Why your financial advisor may not be giving you the best advice on when to claim social security. Tesla is pulling back from EV charging, and people are freak…

1
Why are some financial media members rooting for recession? 38:37

12d ago38:37

38:37

Chuck Zodda and Mike Armstrong react to the optimistic comments made by Jerome Powell about inflation and the future of interest rates. What does the Fed's moves mean for mortgages and credit cards? Labor market data says everything is great, for many looking for a job that isn't the case. Google's antitrust suit is set to conclude this week. Will …

1
Tom Idzorek & Paul Kaplan on Lifetime Financial Advice: Part Three 1:07:55

12d ago1:07:55

1:07:55

Thomas M. Idzorek, CFA, is chief investment officer, retirement, for Morningstar Investment Management LLC. He also serves as a member of Morningstar’s 401(k) committee, Public Policy Council, Global Investment Committee, U.S. Investment Policy Committee, the editorial board of Morningstar magazine, and the Journal of Investment Management conferen…

1
Ask Todd: Problems when inheriting a home 15:43

13d ago15:43

15:43

Todd Lutsky shares some common mistakes when creating an estate plan. How often you should review your plan. Which accounts should be used for paying bills. Avoiding unnecessary taxes when inheriting a house. When to shift from revocable to irrevocable trusts.Af The Financial Exchange Network

1
How much more money can Americans spend at Amazon? 35:57

13d ago35:57

35:57

Chuck Zodda and Paul Lane take a look at Amazon's earnings and find some surprising details. The guys wonder how big can Amazon get. Why China is worried about a potential second term for Trump. CVS's latest big miss comes from their bet on Medicare. Why is Starbucks losing ground? The latest trend in vacationing is not for everyone.…

1
Is the Fed going to make another mistake today? 37:37

13d ago37:37

37:37

Chuck Zodda and Paul Lane preview the upcoming Fed meeting and Jerome Powell's speech and wonder if the Fed is going to make a repeated mistake. Why are companies suddenly finding ways to cut debt? Todd Lutsky joins the show to discuss common mistakes people make when starting their estate planning process.…

1
How have mortgage rates impacted the spring housing market? 38:22

14d ago38:22

38:22

Mike Armstrong and Paul Lane open the second hour of today's show diving into the latest data from the spring housing market in terms of the impact of mortgage rates. Are home price cuts on the way? Will inventory improve? Also, more new graduates are becoming victims of new job scams. Todd Lutsky of Cushing & Dolan checks in. And of course, stack …

1
Has there been a signal shift at the Fed? 40:37

14d ago40:37

40:37

Mike Armstrong and Paul Lane open the show to discuss what they anticipate from the Federal Reserve at the conclusion of their monthly meeting tomorrow afternoon. Will they cut rates at all this year? Is a rate hike possibly in the cards? Also, do only the final 10 minutes matter for markets? Mike and Paul address this, citing a recent Bloomberg ar…

1
Are younger people struggling more in this economy compared to previous generations? 38:12

15d ago38:12

38:12

Mike Armstrong and Paul Lane jump into a recent WSJ article detailing the economic struggles of younger Americans. Are they seeing more challenges than previous generations? Also, a chat about some steps that could be taken to help improve housing affordability and inventory issues. Plus, how relying on online sources to help retirement anxiety cou…

1
Are investors starting to fear the Presidential election? 40:38

15d ago40:38

40:38

Mike Armstrong and Paul Lane preview the week ahead, including a big Fed meeting, more first quarter earnings from the likes of Amazon and Apple, a jobs report on Friday and much more. Also, are traders beginning to show concerns about November's election? And Tesla finally scores a significant win in China.…

1
Tom Idzorek & Paul Kaplan on Lifetime Financial Advice: Part Two 1:05:09

17d ago1:05:09

1:05:09

Thomas M. Idzorek, CFA, is chief investment officer, retirement, for Morningstar Investment Management LLC. He also serves as a member of Morningstar’s 401(k) committee, Public Policy Council, Global Investment Committee, U.S. Investment Policy Committee, the editorial board of Morningstar magazine, and the Journal of Investment Management conferen…

1
Has Google and Microsoft left Meta behind in the AI arms race? 35:19

18d ago35:19

35:19

Mike Armstrong and Marc Fandetti discuss how Google and Microsoft left Meta in their wake with the latest earnings reports. China will pay consumers $1,400 to replace their old cars. How economists could make themselves more useful. With inflation this high, nobody knows what the dollar is worth anymore. Paul LaMonica joins the show to chat about w…

1
Should the President have power over the Federal Reserve? 38:37

18d ago38:37

38:37

Mike Armstrong and Marc Fandetti react to the release of the Fed's key inflation measure which rose 2.8% year over year. Inflation worries are impacting investors. Should the Fed remail independent from the execuvite branch? Do the GDP and Dow reflect American well-being? The dream of Fed rate cuts in 2024 is slipping away. The thrill is back for r…

1
What is TikTok worth? 35:39

19d ago35:39

35:39

Mike Armstrong and Paul Lane discuss why the Fed could cause housing to get more expensive. US White-Collar job growth stalls, even in pandemic boomtowns. TikTok ultimatum puts a target on the backs of US companies operating in China. If a sale of TikTok is forced, what will it sell for? About 1 in 4 US adults over 50 say they expect to never retir…

1
GDP comes in well below expectations. Is it time to raise rates? 38:38

19d ago38:38

38:38

Mike Armstrong and Paul Lane react to the GDP rate coming in well below expectations. Does this report show the need for the Fed to raise rates? Why is Meta's stock tanking after posting record revenue? Microsoft and Alphabet have the hopes of the Magnificent Seven on their backs today. Biden issues new rules for airlines to require automatic cash …

1
Ask Todd: What should go into your trust? 16:02

20d ago16:02

16:02

Todd Lutsky, Cushing & Dolan, stops by to share his expertise on transfering assets in the event that inheritance plans change. Should you add a safety deposit box to your trust? How can I protect my rental property from divorce? What is Schedule A listing?Af The Financial Exchange Network

1
Why are so many Americans taking on debt for a summer vacation? 38:39

20d ago38:39

38:39

Paul Lane and Marc Fandetti discuss traders adding bets that the Fed will skip interest rate cuts this year. Visa profit surges 17% as consumer card spending climbs. Ted Rossman, Bankrate.com, joins the show to chat about how many Americans are taking on debt to go on a vacation this summer. What does Boeing need from its next CEO? The FTC bans non…

1
Did Elon Musk's comments save Tesla? 37:44

20d ago37:44

37:44

Paul Lane and Marc Fandetti discuss how Big Tech has been leading the recent rally. Tesla accelerates rollout of more-affordable EVs as profit drops sharply. Elon Musk needs cheaper Tesla's to pay for everything else he wants. TikTok isn't going away, at least not yet. Todd Lutsky joins the show to share his expertise on leaving assets for your ben…

1
Investors are pricing in interest rate hikes 36:06

21d ago36:06

36:06

Mike Armstrong and Paul Lane take a look at why there has been a dramatic shift from the beginning of the year on how investors are viewing where interest rates are headed. Why is the FTC suing to block another merger? Why are 'pay later' lenders feuding with credit bereaus? Is delaying retirement the only way to enjoy? Chipotle keeps raising its p…

1
China is using an old US trick to save its economy 38:38

21d ago38:38

38:38

Mike Armstrong and Paul Lane take a look at what is driving the current market rally. Can Big Tech answer some of the looming AI questions? What is Tesla going to do to dig itself out of its downward spiral? China is taking a page out of the US's playbook on how to save an economy. GM posts a strong first quarter, but is it sustainable? Apple's pro…

1
US vs China internet war heats up with latest TikTok ban 35:30

22d ago35:30

35:30

Chuck Zodda and Mike Armstrong discuss how the latest TikTok ban proposal in the US House is going to get major pushback from China. Tesla and Li Auto cut prices in China as EV competition ramps up. Reversing the real-estate doom loop is possible, just ask Detroit. Americans have a new TV habit. Subscribe, watch, cancel, repeat.…

1
Can Big Tech's earnings reverse to market's slump? 38:36

22d ago38:36

38:36

Chuck Zodda and Mike Armstrong discuss how poorly things shaped up to end the week. Can Big Tech's upcoming earnings prop the market back up? How not to invest in the bond market. Is the Fed's forecasting method outdated? Home sellers have given up waiting for favorable rates. Big banks have been pushed aside for giant fund managers.…

1
Mike Dowdall on the Future of Alternative Credit 1:01:01

25d ago1:01:01

1:01:01

Mike Dowdall is Chief Investment Officer of Alternative Fund Advisors and the portfolio manager of the AFA Private Credit Fund. He is responsible for the investment sourcing, due diligence, and positioning of the AFA Private Credit Fund. Prior to joining Alternative Fund Advisors, Mike was a director and the portfolio manager at BMO Global Asset Ma…

1
Money-Market funds look tempting, but you need to avoid this mistake 34:12

25d ago34:12

34:12

Chuck Zodda and Mike Armstrong discuss China ordering Apple to remove popular messaging apps. Those who bet against the dollar are paying the price right now. Money-market funds look like a tempting place for your cash. But don't make this mistake. Paul LaMonica joins the show to chat about Tesla's recent slide and why some are still thrilled with …

1
Netflix gains millions of subscribers, but stock tumbles 38:36

25d ago38:36

38:36

Chuck Zodda and Mike Armstrong discuss the swings the markets have taken over the last 24 hours due to tensions in the Middle East. A Bank of America strategist believes rates jitters are causing the high volume of stock outflows. Tesla's latest issue with the Cybertruck. Netflix password crackdown delivers millions of new customers, yet the stock …

1
Amazon's secret operation to gather intel on rivals gets exposed 35:25

26d ago35:25

35:25

Chuck Zodda and Mike Armstrong dive into Amazon's secret operation to spy on rivals. Americans are sick of 0.01% yields create new dilemma for Wall Street. Are there too many passive investors? Is that actually a thing? The IRS has some new rules that you might need to be aware of.Af The Financial Exchange Network

1
Strong data releases are making the Fed's job much harder 38:36

26d ago38:36

38:36

Chuck Zodda and Mike Armstrong discuss why US yields rising off strong data is making the Fed's job much harder. March home sales dropped despite a surge in supply. Nvidia's biggest manufacturer doubles down on AI. The lowest salary Americans will accept at a new job reached a record high. Pension funds are pulling hundreds of billions from stocks.…

1
What has gone wrong for Tesla and the Cybertruck? 35:50

27d ago35:50

35:50

Chuck Zodda and Paul Lane discuss the top US banks posting better than expected results off the back of strong consumer spending. Biden is seeking higher tariffs on Chinese steel. Tesla delays deliveries of the Cybertruck, further confusing buyers. Tesla is seeking to have Elon Musk's $56B pay package reapproved by investors. Is there already a shi…

1
Ask Todd: How to change your beneficiaries 15:34

27d ago15:34

15:34

On this week's edition of Ask Todd, Todd Lutsky shares the best practices for leaving assets to your beneficiaries, how to change your beneficiaries, and how to protect your assets before leaving them to your beneficiaries.Af The Financial Exchange Network

1
Jerome Powell dials back rate cut expectations 37:40

27d ago37:40

37:40

Chuck Zodda and Paul Lane discuss why Jerome Powell is changing his expectations for rate cuts this year. Should the 2% inflation target be updated? How strong is the US dollar right now? Todd Lutsky joins the show to share his expertise on the best practices for leaving your assets to your beneficiaries, how to change beneficiaries, and how to pro…

1
Is $100,000 per year really not enough anymore? 35:53

28d ago35:53

35:53

Mike Armstrong and Paul Lane discuss why Wall Street is betting on OPEC keeping oil prices below $100. EV sales are slowing, and Tesla is get beaten down. Why does a $100,000 salary not buy the American dream anymore? Americans believe they need $1.5M to retire, but experts have another idea. When is the best time to buy a house? Iconic Disney char…

1
How higher rates are going to impact important sectors 38:41

28d ago38:41

38:41

Mike Armstrong and Paul Lane discuss the impacts on markets if rates stay higher for longer. Does the markets reaction to the Iran/Israel conflict mean they are not in a bubble. Are China's factories driving an economic recovery? Why did Bank of Americas shares drop after the release of its earnings report? Are there overlooked threats to the globa…

1
Apple is dealing with the worst iPhone slump since the pandemic 38:42

29d ago38:42

38:42

Chuck Zodda and Mike Armstrong discuss why Apple is facing its worst iPhone slump since covid. What does retirement look like for those with less than $1M saved? Why is Hawaii becoming a leader in EV adoption? Samsung gets a $6.4B boost for its Texas chip plant. A huge number of homeowners have mortgage rates too good to give up. Deepfakes are comi…

1
What does higher for longer mean for the stock market? 38:37

29d ago38:37

38:37

Chuck Zodda and Mike Armstrong react to the retail sales data that came in much hotter than expected. What does higher for longer mean for the stock market? Oil prices are retreating after Iran attacked Israel. Gold is back, and it has a message for us. What are some of the things Chinese economists are watching to see if the rebound is real?…

1
Nick Cleary on Infrastructure Debt 1:13:13

1M ago1:13:13

1:13:13

Nick joined Vantage Infrastructure in 2012 to build out the global infrastructure debt platform and has more than 25 years of relevant experience. Nick leads the North American business, including investments origination, execution and portfolio management. He is a member of the Investment Committee and the firm’s global Executive Committee. Prior …

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