
Cause for a Pause?, Read on REITs, Manufacturing in Mexico 10/18/24
About this episode
The economy is strong, and the stock market is at record highs. So should the Fed pause rate cuts? We debate and look at where your money is best deployed against this backdrop. Plus, now that several names have reported, we get a gut check on REITs on the heels of that jumbo-sized rate cut. One analyst brings us his top pick from here. And this company has got a large manufacturing base in Mexico, but is still well positioned even if former President Trump gets elected and imposes steep tariffs. We reveal that name and a few other winners.
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