The Exchange

Iran Tensions, Trading Walmart, and “Owning” the Economy 2/19/26

Rising tensions between the U.S. and Iran send oil prices higher. Why Walmart is still set up for a strong year despite falling short on its earnings outlook. Plus, the Wall Street Journal's Greg Ip says the 65 and older crowd owns the economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Not Nvidia, Mamdani's Property Tax Plan, and Zuckerberg Takes the Stand 2/18/26

Retail investors are passing on Nvidia in favor of other beaten down tech names. The owner of the Empire State Building weighs in on NYC Mayor Zohran Mamdani's new property tax proposal. Plus, Mark Zuckerberg heads to court in one of Meta's most high-profile trials ever. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

"Warnamount" vs. "Netflix Bros.", Ford's EV JV, and Amazon's Losing Streak 2/17/26

Netflix allows Warner Bros. Discovery to reopen talks with Paramount after it sweetened its bid for the streamer. Ford's surprise joint venture push. Plus, the bullish case for Amazon despite its near-record skid. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI Disruption, Nvidia's Shrinking Moat, and “AI-Proof” Trades? 2/13/26

It was a wild week on Wall Street as AI fears sparked selloffs in different sectors. We look through the wreckage for opportunities and highlight some names that could be “AI-proof.” Plus, why Nvidia’s moat keep shrinking. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI's Biggest Winner, AI's Newest Victim, and Housing's Huge Miss 2/12/26

The AI disruption is moving to new sectors. We look at the winners, the losers, and the biggest buying opportunities. Plus, real estate power player Ryan Serhant says the American Dream has changed. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.