The Financial Exchange Show

38:31

Diesel Surge Pushes Inflation Risk Back Into Focus

The Financial Exchange Show ·

2026/09/14

Diesel prices are still climbing, Brent crude is nearing $110, and the pressure in refined fuel markets is becoming harder for investors, consumers, and the Fed to ignore.Chuck Zodda and Mike Armstrong discuss why the latest market selloff remains modest, why diesel prices could move toward $7 a gallon, and how tight refined product markets may feed into food, freight, home heating, and broader inflation. Andy Critchlow of Dow Jones Energy joins the show to explain why diesel is in such short

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38:29

AI Slowdown Talk Sends Shockwaves Through Markets

The Financial Exchange Show ·

2026/09/14

Some of the biggest names in AI are now calling for a slowdown, raising new questions about safety, competition, and the future of the tech trade.Chuck Zodda and Mike Armstrong discuss why Anthropic, OpenAI, and xAI leaders are suddenly agreeing that AI development may need stronger guardrails, why a slowdown could matter for the broader economy, and how data center spending has become a major driver of markets. They also break down why the 10-year Treasury yield hit 5%, how higher rates could

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38:30

Fed’s Next Move Gets Murkier After CPI Report

The Financial Exchange Show ·

2026/09/11

CPI came in close to expectations, but one noisy piece of the report is raising new questions about whether the Fed will actually hike rates next week.Chuck Zodda and Mike Armstrong discuss why August CPI may not give the Fed a clean answer, how wireless phone services distorted the super core inflation reading, and why diesel prices could make September inflation look very different. They also break down Oracle’s AI spending challenge, why Congress is waking up to AI risks, how bad actors are

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38:30

CPI Keeps Pressure on the Fed as Diesel Hits $6

The Financial Exchange Show ·

2026/09/11

Consumer prices came in hot enough to keep a rate hike on the table, while diesel prices crossed $6 a gallon nationwide for the first time ever.Chuck Zodda and Mike Armstrong discuss why the latest CPI report gives the Fed little cover to stay on hold, why markets are pricing in multiple rate hikes, and what the bond market is saying about growth and inflation expectations. They also break down how years of inflation have changed everyday prices, why diesel prices could climb even further in the

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38:31

Diesel Shock Raises the Stakes for Next Week’s Fed...

The Financial Exchange Show ·

2026/09/10

Stocks are drifting lower, but the bigger pressure is coming from the bond and energy markets as Treasury yields approach 5% and diesel prices move toward record territory.Chuck Zodda and Mike Armstrong discuss why equities are not the main concern right now, how rising oil prices are moving almost tick for tick with bond yields, and why diesel prices could ripple through nearly every part of the economy. Michael Santoli of CNBC joins the show to explain why stocks are caught between higher rates,

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38:30

Bond Yields and Diesel Prices Put the Fed in a Tough...

The Financial Exchange Show ·

2026/09/10

Bond yields are climbing, diesel prices are surging, and the Fed is heading into next week’s meeting with fresh inflation pressure building across the economy.Chuck Zodda and Mike Armstrong discuss why jobless claims still show a stable labor market, why producer prices remain hotter than the Fed would like, and how the latest move in Treasury yields could push mortgage rates back above 7%. They also break down why diesel prices may clear $6 a gallon, how fuel costs could ripple through shipping,

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38:30

Bond Market Tests Warsh as Energy Prices Keep Climbing

The Financial Exchange Show ·

2026/09/09

Brent crude is back above $100, diesel is closing in on $6 a gallon, and bond investors are testing whether Treasury Secretary Scott Bessent and Fed Chair Kevin Warsh can keep yields under control.Chuck Zodda and Paul Lane discuss why diesel prices could keep rising, how Treasury buybacks and Bessent’s “I am the house” comments are being received by markets, and why next week’s Fed meeting could become a defining credibility moment for Warsh. They also cover growing AI safety concerns after an

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38:31

Brent Tops $100 as Inflation Pressure Builds Again

The Financial Exchange Show ·

2026/09/09

Brent crude is back above $100, diesel prices are nearing $6 a gallon, and renewed tension between the U.S. and Iran is adding fresh pressure to the inflation outlook.Chuck Zodda and Paul Lane discuss why energy markets are moving higher, how rising diesel costs could filter through the broader economy, and why fuel prices remain a major concern ahead of next week’s Fed meeting. They also break down how Americans really feel about the economy, why inflation has weighed so heavily on consumer

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38:31

AI, the Fed, and the Risks Behind the Market Rally

The Financial Exchange Show ·

2026/09/08

Investors are heading into a pivotal week with inflation data, rising energy prices, and the Fed’s next rate decision all in focus.Mike Armstrong and Paul Lane discuss why the Fed’s September meeting could become a major credibility moment, how higher interest rates can pressure stocks, and why AI remains the driving force behind the market rally. Luke Kawa of Sherwood News joins the show to break down the Magnificent Seven, Oracle’s role as an OpenAI proxy, and what credit markets may reveal about

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38:30

September Brings Inflation, Energy, and Fed Risks...

The Financial Exchange Show ·

2026/09/08

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

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38:30

Diesel and Heating Oil Prices Enter Dangerous Territory

The Financial Exchange Show ·

2026/09/04

Diesel prices have hit a new all time high, and energy expert Tom Kloza warns the pressure on diesel and heating oil could get worse heading into the winter.Chuck Zodda and Mike Armstrong discuss the stronger than expected August jobs report, why the labor market still looks steady, and why the economy may be able to withstand higher interest rates. Tom Kloza, chief energy advisor for Gulf Oil and co-founder of OPIS, joins the show to explain why global refining capacity is under pressure, why

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38:29

Jobs Report Gives the Fed No Reason to Cut Rates

The Financial Exchange Show ·

2026/09/04

The August jobs report came in stronger than expected, keeping the labor market on solid footing and raising more questions about whether the Fed can justify leaving rates unchanged.Chuck Zodda and Mike Armstrong discuss why 162,000 jobs added in August reinforces the view that the labor market is not the problem facing the economy, and why the Fed’s next decision may come down to whether inflation remains too high. They also break down President Trump’s call for lower interest rates, why stronger

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38:31

Diesel Prices Near Record Highs as Energy Risks Build

The Financial Exchange Show ·

2026/09/03

Diesel prices are just cents away from an all time high, raising fresh concerns about shipping costs, home heating oil, and inflation heading into the fall.Chuck Zodda and Mike Armstrong discuss why diesel inventories are especially tight on the East Coast, what could help ease the refined fuel shortage, and why Venezuela’s oil industry is unlikely to provide a quick fix for gas prices. They also cover the courts’ struggle to rein in Big Tech, rising 401k millionaire balances, the hidden costs of

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38:30

Bonds Take Center Stage as Inflation Pressure Builds

The Financial Exchange Show ·

2026/09/03

After months of market attention on war and AI, bond yields are now driving the conversation as investors weigh inflation, deficits, demand for Treasuries, and the Fed’s next move.Chuck Zodda and Mike Armstrong discuss why bond yields are rising, why the explanation is more complicated than simply blaming the deficit, and how a changing rate environment could affect balanced portfolios. They also cover why future job reports may look underwhelming, how flat labor supply could keep wage and inflation

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38:31

Diesel Prices Could Be the Next Big Inflation Problem

The Financial Exchange Show ·

2026/09/02

Diesel prices are nearing record highs, and the pressure could soon show up across shipping, farming, retail, and the broader inflation picture.Chuck Zodda and Marc Fandetti discuss why President Trump’s push for more U.S. refineries faces major practical and economic hurdles, why diesel supplies are becoming especially tight, and how higher diesel costs could affect everything from the fall harvest to holiday retail shipments. They also cover Uber’s latest job cuts, Broadcom earnings, whether AI is

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38:30

Rising Bond Yields Put Borrowers and the Fed Under...

The Financial Exchange Show ·

2026/09/02

Global bond yields are climbing again, and the impact is showing up in mortgages, government borrowing costs, stock valuations, and the Fed’s next policy decision.Chuck Zodda and Marc Fandetti discuss why rising long term rates matter for everyday borrowers, how higher Treasury yields can affect mortgages and asset prices, and why wars in the Middle East and Ukraine are complicating the Fed’s inflation fight. They also break down the case for and against a September rate hike, what upcoming CPI and

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38:30

Apple’s New CEO Takes Over at a Critical Moment

The Financial Exchange Show ·

2026/09/01

Apple begins a new chapter as John Ternus takes over from Tim Cook, raising questions about the company’s AI strategy, supply chain power, and future direction.Mike Armstrong and Marc Fandetti discuss the market selloff, rising oil prices, higher mortgage rates, and what the latest JOLTS report says about the labor market ahead of the Fed’s September meeting. They also break down Apple’s leadership change, why the company may be at an important crossroads, whether the Fed needs to hike rates to

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38:29

Bond Yields, Jobs Data, and AI’s Big Money Question

The Financial Exchange Show ·

2026/09/01

Global bond yields are rising, stocks are under pressure, and the latest jobs data is giving the Fed more to consider ahead of its September meeting.Mike Armstrong and Marc Fandetti discuss why long term rates are moving higher around the world, what a new rate regime could mean for borrowers, stocks, and governments, and why the JOLTS report keeps the labor market picture mostly steady. They also break down the biggest unanswered question in AI, whether the massive CapEx boom can eventually produce

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38:29

Congress Finally Starts Talking About Saving Social...

The Financial Exchange Show ·

2026/08/31

Social Security’s trust fund is projected to run short in 2032, and Congress is only now beginning to talk about what a fix might look like.Chuck Zodda and Mike Armstrong discuss why Social Security reform is getting harder the longer lawmakers wait, the three main levers available to address the shortfall, and why any solution is likely to create political and generational conflict. They also cover Apple’s leadership change, what John Ternus may mean for the company’s AI strategy, rising diesel

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36:28

Markets Brace for a Fed Showdown in September

The Financial Exchange Show ·

2026/08/31

Kevin Warsh’s Jackson Hole speech reassured markets for a moment, but investors are already questioning whether the Fed will follow through with action at its September meeting.Chuck Zodda and Mike Armstrong discuss why bond markets are still testing Warsh, whether the Fed may hike rates on September 16, and how upcoming jobs and inflation reports could shape the decision. They also cover Todd Lutsky’s explanation of last minute Medicaid eligibility, why investors may need to be on alert heading

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