A Hawkish Surprise, Amazon Earnings on Deck, Cloud Competition Heats Up 4/30/24
About this episode
24 hours until the Fed’s next decision on interest rates and one of our next guests says we could in for a hawkish surprise. She’ll tell us what she means by that and how to position. Plus, Amazon’s earnings expectations are sky-high, but one portfolio manager says the company’s firing on all cylinders and joins us to make his bullish case. And our mystery cloud stock of the day is hitting an all-time high on the back of an earnings beat. The CEO joins us exclusively with what’s driving the results.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Get every episode summarized
Each time The Exchange publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Exchange
Crude’s “Crash Diet,” Tariff Tiff, and Hold off on a Hike? 9/8/26
The Exchange
Jobs Jolt, Hugging Face’s First Investor, and Where the Pricing Power Is 9/4/26
The Exchange
Nvidia Buys Hugging Face, AI Outages, and Data Center Dissent 9/3/26
The Exchange
The Great Data Center Debate, Apple’s New Era, and Not Swooning in September 9/2...
The Exchange