A Shadow Fed, A Cap Contrarian Call, and Chips & Caso 1/13/26

影子美联储、逆势看涨帽、芯片与案例1/13/26

The Exchange

2026-01-14

43 分钟
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单集简介 ...

The Department of Justice’s probe into Fed Chair Powell could create a “shadow Fed” and backfire against the Trump administration’s goals of lower interest rates, according to Strategas.  Why a limit on credit card interest rates could boost names like Visa and Mastercard. Plus, chips analyst Chris Caso’s favorite AI idea in 2026.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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单集文稿 ...

  • What made you confident that you could do something that hadn't been done before?

  • I have no fear of failure.

  • Trailblazing women changing the game.

  • One of my favorite pieces of advice.

  • Think about what your boss's boss needs.

  • leadership can look in many, many different forms.

  • It really does come down to just trusting yourself.

  • Life is short and you just got to think big to accomplish big things.

  • Why the next Fed chair might have to be different now.

  • We'll talk about that on the show today.

  • Plus the president's latest affordability push and what's ailing Mastercard and Visa.

  • Welcome to the exchange.

  • I'm Kelly Evans.

  • Let's start with stocks.

  • As Scott mentioned, they have some work to do.

  • They are taking a breather today amid this barrage of political headlines,

  • amid earnings and a cooler than expected inflation report.

  • That's not helping that much right now.

  • The 10 year just a hair below 417, but the Dow's down 351 points.

  • The S&P down a third of a percent.