최고 Financial Exchange 팟캐스트 (2024)

1
A dockworkers walkout could cripple the US economy 38:33

8h ago38:33

38:33

Chuck Zodda and Mike Armstrong discuss the potential dockworkers strike that could slam the US economy. Boeing and the union stall on strike talks. Pensions are the latest problem for the company. Michigan nuclear plant finalizes federal loan to support the first reactor restart in US history. AT&T exits pay-TV and frees DirecTV to combine with Dis…

1
What could kill the current market rally? 38:32

9h ago38:32

38:32

Chuck Zodda and Mike Armstrong discuss the market killing it right now, but what could kill the rally? What is going to be the financial impact of Hurrican Helene? The stock market isn't all about AI anymore. A week of shock and awe ignites China's stock markets. China has broken the 'critical materials' market.…

1
Is it time to embrace nuclear power? 38:32

3d ago38:32

38:32

Chuck Zodda and Mike Armstrong discuss nuclear power being the new AI trade. What could possibly go wrong? Microsoft wants nuclear power so bad for AI that is is paying double. Boeing's union rejects 'best and final' offer. Sorry, your insurance bill probably isn't coming down much. Why television executives are freaking out over 2029. Paul LaMonic…

1
Wall Street wants more big rate cuts. Fed officials don't agree. 38:33

3d ago38:33

38:33

Chuck Zodda and Mike Armstrong discuss the Fed's key inflation gauge came in lower than expected. Wall Street wants more big rate cuts. Fed officials don't agree. Why these two stock-market sectors need to be treated with caution. Turning OpenAI into a real business is tearing it apart. China's market marred by glitches as frenzy grips stocks. Fide…

1
Why is finding a job harder than ever? 36:07

4d ago36:07

36:07

Chuck Zodda and Mike Armstrong discuss the difficulties finding a new job but dispute the notion that it is harder than ever. Some economists think this might be a bad omen for the economy. Boeing needs to take a cue from UPS and pay its strikers. OpenAI to become for-profit company. Super Micro shares tumble 12% after DOJ reportedly opens a probe …

1
How long can the 'everything' bull market last? 38:33

4d ago38:33

38:33

Chuck Zodda and Mike Armstrong discuss the day's economic data releases are all pointing to one thing. Investors are finally experiencing the 'everything' bull market. How long can it last? Micron gains the most in 13 years as AI demand bolsters forecast. It's not a great fall housing market, is this as good as it gets?…

1
The Return-To-Office battle is heating up 36:30

5d ago36:30

36:30

Chuck Zodda and Paul Lane discuss journalists writing horribly mistimed articles about monthly and yearly trends. Corey Adams joins the show to chat about return-to-office initiatives backfiring. Google files EU antitrust complaint accusing Microsoft of stifling cloud competition. Restaurant customers aren't tapped out. They're just bored. Restaura…

1
Ask Todd: What are pooled trusts? 15:57

5d ago15:57

15:57

This week on Ask Todd, Todd Lutsky explains how a pooled trust works and what scenarios they make the most sense in. Todd answers questions from the audience about protecting assets from the nursing home.저자 The Financial Exchange Network

1
Low taxes and high tariffs, why won't this strategy work? 37:40

5d ago37:40

37:40

Chuck Zodda and Paul Lane discuss why nothing is moving markets right now. Trump's low-tax, high-tariff strategy could clash with economic realities. China cuts one-year policy rate by most ever in stimulus drive. Todd Lutsky joins the show for his weekly segment, Ask Todd. This week, Todd explains what a pooled trust is.…

1
Could a pair of strikes threaten to unwind the economy before the holidays? 35:56

6d ago35:56

35:56

Mike Armstrong and Paul Lane take a look at Boeing's ongoing strike and the latest offer that has been proposed to the union. A looming East Coast Port strike could shake up the economy before the holidays. Are Fed officials leaving the door open for more large rate cuts this year? Will AI be a bust? One Wall Street skeptic is ringing alarm bells.…

1
JPMorgan CEO Jamie Dimon has another dire warning 38:33

6d ago38:33

38:33

Mike Armstrong and Paul Lane discuss JPMorgan CEO Jamie Dimon's warning about the worsening state of geopolitics. Consumer confidence sinks to 3-month low. Americans pessimistic ahead of elections. Why are 'Buy American' policies not helpful to Americans? Why is Trump targeting Deere? What is China doing now to boost its economy?…

1
Why do voters love policies that economists hate? 35:44

7d ago35:44

35:44

Chuck Zodda and Mike Armstrong wonder why voters love policies that economists hate. Why do some economists want to pay a gas tax? Comedian John Mulaney brutally roasts SF techies at Dreamforce conference. BJ's Wholesale Club eyes expansion far beyond New England. We get either a 4% mortgage rate or a stable job market.…

1
How did Intel fall from global chip champion to takeover target? 38:34

7d ago38:34

38:34

Chuck Zodda and Mike Armstrong discuss Intel's stunning fall from grace and what happens to the chip giant now that it is being targeted for takeover by Apollo? Chip giants TSMC and Samsung discuss building Middle East megafactories. Gold trades near record before US data that may offer Fed clues. Sorry, the Fed can't save us from a bear market.…

1
What role does politics play into the Fed's rate cut decision? 38:34

10d ago38:34

38:34

Mike Armstrong and Paul Lane discuss the role politics plays into the Fed and their decisions. What are the latest economic proposals from the presidential candidates? Three Mile Island's nuclear plant set to reopen to power Microsoft's AI center. Will Amazon's new 'Shark Tank' style show be a hit? Pizza Hut will print job seekers’ resumes on pizza…

1
What to look out for now that rates are falling 38:35

10d ago38:35

38:35

Mike Armstrong and Paul Lane discuss the S&P 500 and the Dow hitting record highs after the Fed's rate cut announcement. Now that rates are falling, what else should we be looking for? Nike CEO stepping down after rocky tenure. What is next for the housing market? Amazon says workers need to be in the office. Most of Silicon Valley disagrees. FedEx…

1
How are markets reacting to the Fed's rate cut? 36:27

11d ago36:27

36:27

Chuck Zodda and Mike Armstrong detail how the markets are responding to the Fed's rate cuts. Matt Gagnon, CEO - Maine Policy Institute, joins the show to discuss if we are taking a too-early victory lap on inflation. Boeing furloughs white-collar workers as strike crunch worsens. Tech jobs are drying up and aren't coming back anytime soon. Darden R…

1
What are the biggest risks post Fed rate cut? 38:34

11d ago38:34

38:34

Chuck Zodda and Mike Armstrong discuss the Fed's 50 basis point rate cut and how they came to that number. What are the updated odds of the soft landing? What are the biggest risks post rate cut? The Fed changed the math for mortgages, is now the time to refinance? What do lower-rates mean for the trillions of dollars in CDs and high-yield savings …

1
Ask Todd: How many different kinds of irrevocable trusts are there? 15:50

12d ago15:50

15:50

Estate planning attorney Todd Lutsky from the law firm of Cushing & Dolan joins the show for his weekly caller segment "Ask Todd".저자 The Financial Exchange Network

1
Does this interest rate cut even matter for the longer term? 35:42

12d ago35:42

35:42

Chuck Zodda and Marc Fandetti open up the second hour of today's show recapping comments from Ray Dalio, who downplayed the Fed's rate moves having an impact over the longer term. Chuck may or may not have ranted. Plus, is there really a national debt crisis looming? Presidential candidate Donald Trump latest proposal involving the SALT tax. Stack …

1
Is this the biggest Fed meeting in years? 38:21

12d ago38:21

38:21

Fed meeting day is officially upon us! Chuck Zodda and Marc Fandetti preview their expectations for the Fed's significant meeting and discuss what they are most looking forward to. Also, why do other central banks in different countries care so much about the interest rate cut coming in the U.S? And Todd Lutsky, estate planning attorney from Cushin…

1
Amazon: Get back to the office! 36:35

13d ago36:35

36:35

On the second hour of today's show, Mike Armstrong and Marc Fandetti discuss Amazon's announcement to its employees: get back to the office 5 days a week. Also, is raising the federal minimum wage truly a fix? More on the child care economic proposals from both presdiential candidates. And an update on Kroger & Albertson's battle with the FTC regar…

1
Fed's ongoing balancing act between inflation and jobs 38:12

13d ago38:12

38:12

Mike Armstrong and Marc Fandetti start off the show discussing how big of a rate cut they anticipate at the conclusion of the Fed's meeting tomorrow. Plus, will August's better-than-expected retail sales report provide any valuable information ahead of the central bank's decision? Is it a given that a rate cut will actually help the housing market?…

1
Boring consumer staples stocks getting pricey? 37:02

14d ago37:02

37:02

On the second hour of the show, Chuck Zodda and Mike Armstrong take a look at an Bloomberg opinion piece discussing how consumer staples stocks are seeing more attention. Plus, Sarah Foster of Bankrate joins the show to talk about their updated wage to inflation index. Which Apple product is getting more attention that the iPhone 16? Plus, stack ro…

1
How big of a rate cut will we see this week? 39:21

14d ago39:21

39:21

Fed week is upon us. Chuck Zodda and Mike Armstrong give their insight as to how much the Fed will cut interest rates this Wednesday and run through arguments for 25 bps vs 50 bps. Also, what's more important to take note of at the end of this Fed meeting? An update on the Boeing factory workers strike. And the ongoing challenges Ford is seeing in …

1
Will Trump's latest proposal win over blue collar workers? 34:40

17d ago34:40

34:40

Mike Armstrong and Marc Fandetti discuss Trump's latest proposal, no taxes on overtime work, and if this is something that will get blue collar workers excited. Gloomy summer signals worsening picture for China's economy. The deflation breakdown for August 2024. US driving and congestion rates are higher than ever. Paul LaMonica from Barron's joins…

1
Boeing union goes on strike. Could this be the end for the aerospace giant? 38:33

17d ago38:33

38:33

Mike Armstrong and Marc Fandetti wonder if the Boeing union strike will cripple the aerospace giant. American Airlines flight attendants ratify new contract with immediate raises. Amazon boosts pay for its drivers following threats to unionize. Consumer sentiment climbs to 5-month high as inflation eases. Americans are still pessimistic. The Fed's …

1
What will candidates do about the worst housing crisis in decades? 35:58

18d ago35:58

35:58

Mike Armstrong and Paul Lane discuss what the presidential candidates are proposing to solve the worst housing crisis in decades. GM and Hyundai explore a partnership to develop vehicles together. Why are top Jeep dealers blaming the CEO for disasterous choices? What is the cost of lunch at a restaurant? Can Intel stop its staggering fall from grac…

1
Why are investors getting defensive ahead of Fed rate cuts? 38:33

18d ago38:33

38:33

Mike Armstrong and Paul Lane discuss investors adopting a defensive stance just before the Fed supposedly cuts rates. Earnings estimates are forgetting the Fed. What does that mean for stocks? Layoffs are low but that doesn't mean the labor market is in a strong place. Avoid ‘knee-jerk reactions’ to candidates’ proposed tax increases, financial adv…

1
Trump vs Harris, breaking down their economic proposals 38:36

19d ago38:36

38:36

Chuck Zodda and Paul Lane discuss last night's presidential debate between Donald Trump and Kamala Harris and what each candidate said about key economic factors. Why will retirees get a smaller bump to Social Security next year? A recession signal is flashing red, or is it? Oil falls to $60 in a good sign for a global soft landing. The fight again…

1
Ask Todd: When is a revocable trust right for you? 15:57

19d ago15:57

15:57

Todd Lutsky joins the show to explain the benefits of a revocable trust. Todd also takes calls from listeners about how they should navigate their revocable trusts.저자 The Financial Exchange Network

1
Inflation hits new three-year low, how will the Fed respond? 37:39

19d ago37:39

37:39

Chuck Zodda and Paul Lane react to the CPI report that came in line with expectations and wonder how this report will impact the Fed's upcoming rate cut. Todd Lutsky joins the show to explain the benefits of a revocable trust. Todd also takes calls from listeners about how they should navigate their revocable trusts.…

1
Apple and Google lose E.U. appeals and it could cost them billions 38:32

20d ago38:32

38:32

Mike Armstrong and Paul Lane discuss Google and Apple facing billions in penalties after losing appeals in the EU. The economy needs and bold Fed. Will it get it? Where should you put your cash now that high yield savings accounts are getting less attractive? Car giants are being forced to confront some hard truths over the EV transition. The rise …

1
What does history tell us about the stock market and presidential elections? 38:34

20d ago38:34

38:34

Mike Armstrong and Paul Lane wonder if the 'vibecession' is over because the soft landing is actually in view. What are investors watching for during tonight's presidential debate? What does history tell us about the stock market and presidential elections? Should reverse mortgages still be viewed as the boogeyman? Bank of America raises minimum ho…

1
Deep dive into American's wallets 36:20

21d ago36:20

36:20

Chuck Zodda and Mike Armstrong discuss the state of American's wallets. Americans have a new piggy bank to raid - their houses. When chasing more dividends leaves you with less. U.S. prepares to challenge Google's online ad dominance. Are greedy companies to blame for grocery inflation?저자 The Financial Exchange Network

1
Can markets reverse the typical September drop? 38:33

21d ago38:33

38:33

Chuck Zodda and Mike Armstrong discuss why it is hard to take certain financial articles seriously, like this one, September is once again a tough month for stocks. The bond market rally rides on how fast the Fed cuts rates. China's troubles are hitting home for U.S. companies. Incoming Starbucks CEO's tall order: calming anxious employees. Boeing …

1
What is wrong with Trumps latest tax cut proposal? 36:10

24d ago36:10

36:10

Chuck Zodda and Mike Armstrong discuss Fed official Waller already indicating the necessity of a September rate cut. Why is Trumps latest tax cut proposal irking economists? The NFL is back and it has never been more expensive to watch. Americans eat an average of 42 pounds of cheese per year. Paul LaMonica from Barron's joins the show to preview n…

1
Jobs report comes in lower than expected. How will this impact Fed's rate cut? 38:33

24d ago38:33

38:33

Chuck Zodda and Mike Armstrong breakdown the August jobs report that came in lower than expected and wonder how this information will impact the Fed's upcoming rate cut. Are there downsides to falling interest rates? What is causing the recent market jitters? The massive tech company nobody talks about just reported sluggish earnings.…

1
Don't get too excited about some recent economic data 36:18

25d ago36:18

36:18

Chuck Zodda and Mike Armstrong explain why cheering on the yield curve could be foolish. American drivers signal a top in gasoline demand. A supersized Fed rate cut this month could be very dangerous for markets. A 'retirement disconnect' has swept across multiple generations of Americans. Nvidia says it has 'not been subpoenaed' by the DOJ in late…

1
Why this jobs report could be the most important one in years 38:33

25d ago38:33

38:33

Chuck Zodda and Mike Armstrong discuss why this jobs report could be the most pivotal one in years. The hot labor market has melted away. Just ask college grads. Harris pushes 28% capital gains tax rate on $1M earners. Biden prepares to block $14B steel deal. Volvo scraps plan to sell only EVs by 2030.…

1
Can Democrats stop the 'tax doom loop'? 35:48

26d ago35:48

35:48

Chuck Zodda and Marc Fandetti are encourage that only 44% of workers are 'cautiously optimistic' about meeting retirement goals. Can democrats stop the tax doom loop? For Volkswagen, the bumpy road to EVs starts to hit home. 'Rush' hour isn't what it used to be. 10-4 has replaced the 9-5. Trump wants to 'Drill, baby, drill,' but can he cut energy p…

1
Ask Todd: What is a nominee realty trust? 15:54

26d ago15:54

15:54

On this week's edition of Ask Todd, Todd Lutsky explains what a nominee realty trust is. Todd also takes calls from listeners about their specific estate planning needs.저자 The Financial Exchange Network

1
Why did the market sell-off yesterday? 37:44

26d ago37:44

37:44

Chuck Zodda and Marc Fandetti discuss yesterday's market sell-off and why investors are so fearful. US job openings decline to lowest level since January 2021. Todd Lutsky joins the show to share his insight into estate planning. This week, Todd explains what a nominee realty trust is.저자 The Financial Exchange Network

1
Why do stocks typically drop in September? 35:31

27d ago35:31

35:31

Mike Armstrong and Marc Fandetti take a look at why stocks have historically dropped in September and come up with some interesting conclusions. Where will taxes rise the most if Trump's tax cuts are not extended? A recession could upend plans for people approaching retirement. Taking these steps can help, experts say. Why are thousands of hotel wo…

1
Why should you continue to trust US jobs data? 38:35

27d ago38:35

38:35

Mike Armstrong and Marc Fandetti discuss how the Fed will use jobs data to gauge how much to cut rates this month. After last month's revision, should you continue to trust US jobs data? Is America's economic mood brightening? Is consumer spending starting to flash warning signs? Are cautious consumers aleady spending down?…

1
Is the price of parenthood what is keeping birth rates low? 38:34

1M ago38:34

38:34

Chuck Zodda and Mike Armstrong discuss the cost of parenthood and how that is impacting the birth rate in the US. Why are Apple and Nvidia interested in investing in OpenAI? Taxes may be a blind spot in your investment portfolio. Lululemon cuts guidance, misses sales estimates after botched product launch. Paul LaMonica from Barron's joins the show…

1
Why won't interest rate cuts solve the housing crisis? 38:33

1M ago38:33

38:33

Chuck Zodda and Mike Armstrong discuss the Fed’s favorite inflation indicator increased 0.2% in July, as expected. Could Treasuries be set for the longest run of gains since 2021? Why won't interest rate cuts solve the housing affordability crisis? Is the US workforce in danger of shrinking? Is this fall the best time to travel in 2024? Can budget …

1
Are American workers becoming more productive? 36:21

1M ago36:21

36:21

Chuck Zodda and Mike Armstrong discuss Salesforce beating expectations and the departure of the company's CFO. Corey Adams from Robert Half joins the show to share the results of a recent employee productivity survey. Markets quickly recovered from the early August meltdown — but investors may not be so lucky next time. Dollar General shares crater…

1
Nvidia reports strong earnings but investors flee anyway 38:33

1M ago38:33

38:33

Chuck Zodda and Mike Armstrong discuss Nvidia's strong earnings report doesn't lead to expected market results. 'Nvidia Day' became an event where investors held watch parties. 401(k) auto-enrollment features don’t help savings as much as expected, study finds. Why Fed rate cuts won't solve the hiring crisis. How are bosses finding ways to pay less…

1
Why does the American Dream feel out of reach for most people? 35:55

1M ago35:55

35:55

Chuck Zodda and Paul Lane discuss home-price gains outpacing inflation with a 5.4% annual increase. The American Dream feels out of reach for most. Harris and Trump embrace tariffs, though their approaches differ. GM delays Indiana battery factory in latest EV pullback. Accounting isn't cool anymore. Kelce Brothers sign Amazon 'New Heights' podcast…

1
Ask Todd: You need flexibility in your trust 15:59

1M ago15:59

15:59

This week, Todd Lutsky explains how flexible irrevocable trusts can be and why they might be perfect for your estate planning needs. Todd takes calls from listeners about their personal retirement plans.저자 The Financial Exchange Network

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