About this episode
Did CPI just cement a September rate cut? Our guests say the door is wide open. We look at what could close it again. Plus, some of the downside surprises beyond the headline numbers, and how to position from here. And, Universa is known as the Black Swan Fund, but the firm sees the S&P hitting 6,000 by year-end. We speak to Universa's COO about what makes them so bullish, some of the risks they are hedging for right now, and how they're positioning because of it. Plus, love in bulk on Wall Street for Costco stock today. The stock is already up more than 30 percent this year, and it's more expensive than Nvidia! So should you own it from here? We talk to one analyst who says yes, she just raised her price target again today. She joins us to make her case.
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