DiscoverThe ExchangePlaybook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25
Playbook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25

Playbook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25

Update: 2025-08-20
Share

Description

Barclays not expecting a September rate cut. Their strategist tells us how to play a potential Powell hawkish surprise at Jackson Hole. Target has a new CEO, but the same issues. Plus today’s AI spending may look like the Internet boom of the ‘90’s, but there’s a key difference this time around. 

Comments 
In Channel
Stocks Sink After Weak Jobs Report, the Trillion Dollar Man, and the Return of Rapid Fire 9/5/25

Stocks Sink After Weak Jobs Report, the Trillion Dollar Man, and the Return of Rapid Fire 9/5/25

2025-09-0547:02

The Exchange 9/3/25

The Exchange 9/3/25

2025-09-0346:16

The Exchange 9/2/25

The Exchange 9/2/25

2025-09-0247:10

Fate of Fed Gov. Lisa Cook, Retail Earnings Roundup, AI Climbing the Corporate Ladder 8/29/25

Fate of Fed Gov. Lisa Cook, Retail Earnings Roundup, AI Climbing the Corporate Ladder 8/29/25

2025-08-2944:24

The Long-Term Bull Case for Nvidia, President Trump’s Firing Spree, and a Shipping Shake-Up 8/28/25

The Long-Term Bull Case for Nvidia, President Trump’s Firing Spree, and a Shipping Shake-Up 8/28/25

2025-08-2842:41

The Other Chip Names to Own, The Lisa Cook Latest, and Boosting Small Business 8/27/25

The Other Chip Names to Own, The Lisa Cook Latest, and Boosting Small Business 8/27/25

2025-08-2746:48

Trump moves to fire Fed Governor Lisa Cook 8/26/25

Trump moves to fire Fed Governor Lisa Cook 8/26/25

2025-08-2646:25

The Trade Ahead of Nvidia, Intel’s Government Stake, AI Adoption & the Future of Work 8/25/25

The Trade Ahead of Nvidia, Intel’s Government Stake, AI Adoption & the Future of Work 8/25/25

2025-08-2546:42

When Doves Fly, Big Tech’s Big Bounce, and Cracks in the Consumer? 8/22/25

When Doves Fly, Big Tech’s Big Bounce, and Cracks in the Consumer? 8/22/25

2025-08-2249:29

Fed Chair Candidate on the Record, Options Tea Leaves, and Flying Burritos 8/21/25

Fed Chair Candidate on the Record, Options Tea Leaves, and Flying Burritos 8/21/25

2025-08-2144:50

Playbook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25

Playbook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25

2025-08-2046:19

A September Skip, The Bullish Case for Viking Therapeutics, and Lassoing the Laggards 8/19/25

A September Skip, The Bullish Case for Viking Therapeutics, and Lassoing the Laggards 8/19/25

2025-08-1944:35

Chips Under Pressure & Berkshire’s UNH Stake 8/15/25

Chips Under Pressure & Berkshire’s UNH Stake 8/15/25

2025-08-1544:15

The Exchange 8/14/25

The Exchange 8/14/25

2025-08-1446:36

The Exchange 8/13/25

The Exchange 8/13/25

2025-08-1346:46

The Exchange 8/12/25

The Exchange 8/12/25

2025-08-1245:51

The Exchange 8/11/25

The Exchange 8/11/25

2025-08-1145:55

The Exchange 8/8/25

The Exchange 8/8/25

2025-08-0844:41

Trump Targets Chips, The Growing Gig Economy, and OpenAI’s New Model 8/7/25

Trump Targets Chips, The Growing Gig Economy, and OpenAI’s New Model 8/7/25

2025-08-0745:11

Apple Rallies, but Trouble Ahead? Plus, Bitcoin’s Bullish Sign 8/6/25

Apple Rallies, but Trouble Ahead? Plus, Bitcoin’s Bullish Sign 8/6/25

2025-08-0644:36

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Playbook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25

Playbook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25

CNBC