The most played episodes among Podcast App listeners.

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   Number 1: September Brings Inflation, Energy, and Fed Risks Back Into Focus

   September has a rough reputation for stocks, but investors have bigger issues to watch this year as inflation data, rising energy prices, and the Fed’s next rate decision all converge.Mike Armstrong and Paul Lane discuss why September is historically the weakest month for the S&P 500, why investors should be careful about overreacting to seasonal market stats, and how diesel prices near record highs could affect shipping, groceries, heating oil, and inflation. They also break down the upcoming Fed meeting, what the latest jobs report says about the labor market, why rate cuts look unlikely if inflation remains elevated, and how Scott Bessent’s yen intervention could matter for Treasury yields and borrowing costs.

   September 08, 2026·39min
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   Number 2: Will Warsh Keep Markets Guessing at Jackson Hole?

   Kevin Warsh is set to speak at Jackson Hole, and investors are watching to see whether he offers more clarity or sticks with his push to stop spoon feeding markets. In this episode of The Financial Exchange, Paul Lane and Marc Fandetti discuss what Warsh may say about inflation, interest rates, and Treasury Secretary Scott Bessent’s bond market intervention. They also break down whether the K-shaped economy is really changing, why tariffs are not solving the trade deficit, and how rising diesel prices could feed through the broader economy. Plus, they cover a promising pancreatic cancer drug approval, Bill Gates’ call for human-reserved jobs in the AI era, and new scrutiny around Mark Walter’s insurance and sports empire.

   August 26, 2026·38min
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   Number 3: Nvidia Earnings and Jackson Hole Put Markets on Edge

   Nvidia reports earnings as investors look for any sign that demand for AI chips is slowing or that the company’s financing role in the AI boom is becoming a bigger risk.In this episode of The Financial Exchange, Paul Lane and Marc Fandetti preview Nvidia’s earnings, why the company has become the center of the AI trade, and why any weakness in orders or guidance could rattle markets. They also discuss Kevin Warsh’s upcoming Jackson Hole speech, Scott Bessent’s Treasury bond buyback strategy, and why Marc argues that short term intervention cannot solve long term borrowing problems. Plus, Todd Lutsky joins for Ask Todd to explain last minute Medicaid planning, how homes and other assets are treated, and why strategy matters before writing a nursing home check.

   August 26, 2026·39min
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   Number 4: What Investors Need to Know Before Rolling Over a 401k

   AI is changing how people search for answers, but Mike Armstrong and Paul Lane question whether it can replace the human side of financial guidance.In this episode of The Financial Exchange, Mike and Paul discuss Kevin Warsh’s upcoming Jackson Hole speech, the tension between the Fed and Treasury over long term rates, and what investors need to understand before rolling over a 401k. They also cover why financial advisors still matter in the age of AI, Walmart’s push to lower grocery prices, Aldi’s growing impact on the supermarket business, new IPO talk around Dunkin’ and Oura, and the challenge parents face as AI becomes more common for kids and teens.

   August 25, 2026·38min
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   Number 5: Nvidia Is Becoming the Banker Behind the AI Boom

   Nvidia earnings are back in focus, but the bigger story may be how deeply the company is tying itself to the customers driving the AI boom.In this episode of The Financial Exchange, Mike Armstrong and Paul Lane discuss why Scott Bessent’s “economic D-Day” for Iran fell short of expectations, why China remains the key player in any real sanctions push, and how Treasury actions are affecting bond markets and borrowing costs. They also break down Nvidia’s growing role in financing AI infrastructure, the risks created when AI companies become financially linked to each other, and why Korea’s wild stock market selloff is another warning about leverage, margin, and knowing what you own

   August 25, 2026·39min
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