Kelly Evans's Interviews
A Tale of Two Retailers, Goodwill CEO, and Mike Novogratz Live 8/17/23
Target and Walmart reporting two very different quarters, and with student loan payments set to restart soon, we’ll look at the names best positioned. Plus, the CEO of Goodwill joins us on National Thrift Shop Day with a look at the economics behind second-hand shopping. And Galaxy Digital’s Mike Novogratz is here with
Kyle Bass’ Next Big Bet, Under-The-Radar AI Plays, and A Big Week for IPOs 6/27/23
Investor Kyle Bass bet big against subprime mortgages ahead of the 2008 financial crisis, and now he’s betting against office space. He joins Kelly to defend his call. Plus, our market guest has two international AI plays for your portfolio, and one of them has matched Nvidia’s gains YTD! And is the IPO freeze starting
Brian Moynihan on the Record, The Cardboard Box Recession, and Billionaires’ Row 6/12/23
Bank of America CEO Brian Moynihan weighs in on the state of the economy, what the Fed should do next, and the strength of his bank’s balance sheet. We look at the cardboard box indicator and what that tells us about the chances of a global recession, and what could keep one at bay. Plus, we take a deep dive into the
Carson Block’s Big Short, Crypto Tax Bill Opportunities, and a Sunny Outlook on Solar 11/16/22
Muddy Waters founder and famed short-seller Carson Block joins The Exchange exclusively with his newest short position. He also shares his outlook for the crypto industry amid the FTX fallout. Plus, if you’re among the many investors dealing with losses in crypto, we’ve got some strategies on how to minimize your tax b
Apocalypse (Not) Now?, China's Challenges, and Housing Cracks 8/16/22
Inflation is coming off the boil, the consumer is holding up ok, and the market has been rallying. So that’s all good, right? Maybe not. We’ll look at why and where to find value in case this isn’t the start of a new bull market. Plus, China is trying to revive its economy and jumpstart population growth. But Niall Fer
Biden on Inflation Reduction Act, Royal Caribbean CEO on Beat, Yellen on US Economy 7/28/22
President Biden takes a victory lap with the surprise legislation from Democratic Senators Manchin and Schumer. Royal Caribbean CEO Jason Liberty discusses his take on second quarter strength, and why travelers are back on the high seas. Plus, Secretary Janet Yellen delivers remarks on the economy from the Treasury Dep
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