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Are we at an inflection point for the consumer? They’re choosing more carefully where to spend, which is not at Helen of Troy, as we learned yesterday. That company lost nearly 30% of its market value following earnings. Consumers are pushing back on big brands and high prices, which is leading them to Walmart, whose record highs might even suggest more weakness. This comes as Jay Powell today said going slower may allow the Fed to go farther, but according to our strategist, the Fed has to cut this year to keep the consumer, and small companies afloat. He’s here with where he’s trimming and what he’s adding to against this backdrop. But the consumer is still traveling, and Wyndham Hotels & Resorts is betting on that to continue, and betting on guests to stay longer. The CEO joins us like ahead with what he’s seeing. And then there’s housing. If you’re not buying a home because it’s too expensive right now, you can still buy into the housing trade, and we have a unique way to do it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Jay Powell is warning of the risks of staying too high for too long, but our market guest is warning of a different risk, one he says Wall Street has its head in the sand on.He’s here to tell us what it is and how he’s positioning as a result. Plus, analysts are loving this recent IPO, with eight of them initiating coverage on the stock today. The one with the highest price target is here to make his case for a 60% upside from here. And if you think of top media and entertainment stocks, this one may not be top of mind, but it should be says Morgan Stanley’s Ben Swinburne. He’s here with the name, what makes it superior to the competition, and how much runway he sees ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly connects the dots between France’s elections and the 2024 presidential election. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street’s #1 semiconductors analyst joins us with the power players he sees dominating the industry going forward. Plus, it’s a big week for the markets with Powell’s testimony and inflation data on deck. We’ll check in with Raymond James’ CIO about why he says the rally is nowhere near the top. And between France, the U.K., and the U.S., there’s plenty of uncertainty for the market to digest. We’ll ask Atlantic Council CEO Fred Kempe how he sees things playing out this year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why AI is really driving the economy right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The June jobs report paints a muddy picture, but does it mean the Fed is finally ready to cut? We’ll discuss. And the U.K. has a new leader, with the Labour party winning the election in a landslide. We’ll look at the ramifications for business. And the CEO of Barnes & Noble joins us with how they’re keeping up with the latest trends, including e-readers and “BookTok”. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are mixed on the first trading day of the second half. The major averages have posted a monthly gain in July every year for the past decade. And our strategist just hiked his year-end S&P target to, 5,700 today. He’ll tell us where he’s putting money to work. And today’s manufacturing data showing a jobs divide. S&P Global reporting the fastest increase in employment in nearly two years. While ISM saw a drop in its index. With Goldman Sachs noting potential for slight upside risk to the unemployment rate ahead of Friday’s report, is the Fed’s focus about to shift away from inflation and to jobs? We’ll discuss. Plus, the Supreme Court handing down a decision in former President Trump’s election interference case stemming from January 6th, ruling a president has immunity for all “official” acts, but there’s no immunity for “unofficial” acts. Markets taking it as a positive for his election odds, with the yield curve steepening. We’ll dig into it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’ll break down a seismic decision by the nation’s top court, impacting everything the government does. Plus, the latest inflation report came in as expected, but what does it mean for the markets and the Fed. We’ve got a power-packed panel to look at how to position. And Nike is having its worst day ever after weak results and guidance. We’ll ask our analyst what it’ll take to right the ship. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street’s #1 retail analyst, JPMorgan’s Matt Boss, is here to talk all things retail, including why value and convenience will be what ultimately separates the winners from the losers. Plus, Nvidia is lower again, but our market guest says to ignore the short-term volatility. And the first presidential debate of the year is on deck. We’ll arm you with the stats on the candidates and the polity talk that matters to investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia is down, once again, with the company’s annual shareholder meeting wrapping up right now. We’ll bring you the latest as another big chip name gears up to report results. Plus, speaking of tech, it’s one sector our market guest isn’t buying for two reasons – and one of them is pretty contrarian. He’ll tell us what they are, and what he’s buying instead, including one opportunity he hasn’t seen this cheap for this long since the great recession. And the last time the Howard Hughes CEO was on this show, he told us this year would be a golden age for homebuilding. That’s not showing up in the stock though. It’s down 25% year to date. And today we got another disappointing data point on housing. He’s back with an update on what he’s seeing on the ground. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia bouncing back after three down days, but our market guest says it doesn’t matter where it goes from here, the market is moving higher regardless. Plus, there’s a niche asset class that had record returns last year, but it doesn’t come without risk. We’ll tell you what it is, and whether it’s worth considering for retail investors. And, as temperatures get hotter across the country, we look at one surprising beneficiary of the heat wave. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech is today’s biggest laggard with chip stocks leading the declines. We’ll look at whether the “tech tide” is turning and where to put your money to work. Plus, we’ll get the retail names that Morgan Stanley says will benefit the most from broader AI adoption. And Bank of America is highlighting a buyer’s strike on salty snacks. The analyst behind that call joins us with the companies losing share and the names that will benefit the most. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia moving lower once again and our options trader says red flags have been popping up in the entire tech trade. Plus, Kyle Bass joins us to weigh in on current market leadership and where he’s seeing opportunities right now. And real estate power broker Ryan Serhant is in-studio ahead of the launch of his new Netflix show, “Owning Manhattan,” with the trends he’s seeing in the NYC luxury real estate market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The risks for the economy are rising, and something could break if the Fed doesn’t act soon, according to Moody’s economist Mark Zandi. Plus, Nvidia may be the new market cap king, but it’s also become the subject of increased attention from short sellers. And AI has become a Wall Street darling, but how is Main Street adapting? We have exclusive data from CNBC’s Tech Executive Council. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our economist says the consumer is on the cusp of a significant slowdown, and that could mean big changes for the Fed’s rate cut timeline. Plus, La-Z-Boy shares are soaring to their highest level since 2021 and best day in 7 years. We’ll ask the CEO what’s driving demand. And Lennar is lower despite an earnings beat, but our analyst says that presents a big buying opportunity. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The growing divergence between corporate bonds and equities could signal two things, according to our market guest, and neither of them is particularly good. Plus, investors are starting to question travel stock multiples as prices begin to crack. We’ll check in with the CEO of one of the largest global hotel brands. And we’re tackling stock splits in 3 Buys & A Bail with KKM’s Jeff Kilburg. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed’s Loretta Mester says it’s important not to wait too long to cut rates, but one of our guests says the bifurcation she’s seeing in the economy all but guarantees we’ll be higher for longer. She’s here to make her case. Plus, investors dumped value and bought growth stocks last week, but our market guest is sticking with the value trade. He brings three names he says are well-positioned to pay dividends literally, and figuratively, from here. And from buydowns to rebates the EV winter has pushed suppliers to offer heavy incentives to stoke demand. But Barclays says it may have gone too far. The analyst joins us with the story and the trades. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The latest economic data suggests the Fed may be falling behind, but is today’s data more noise than signal? We’ll debate. Plus, Slow Ventures’ Sam Lessin says Apple’s WWDC showed it was being smart about AI and came with a serious warning to OpenAI. He’ll join us to explain. And as shareholders vote on whether Elon Musk’s pay package should get approved, we’ll speak with one shareholder who voted yes. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’re counting down the Fed decision with what to expect from the committee and what to listen for during Powell’s press conference. Plus, Paramount’s controlling shareholder Shari Redstone shocked the business world by terminating merger talks with Skydance. Needham’s Laura Martin joins us to discuss what’s next for the company. And ad firm MNTN is unveiling a new AI-powered platform for advertisers. We’ll look at how it works, and whether it can alter the media landscape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why Apple’s AI offering was a game-changing moment for the company – and maybe the whole world, too. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recession probabilities are at their lowest level in over two years, but one part of the labor market suggests otherwise. Plus, markets may be hitting all-time highs, but our market guest says there’s a handful of stocks that were punished on earnings and are worth picking up. And Apple shares are at a new all-time high on the heels of this year’s WWDC, but are Elon Musk’s concerns about security warranted? We’ll ask one cybersecurity expert. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple’s highly anticipated developers conference is kicking off with investors eagerly anticipating the company’s AI announcements. We’ll bring you all the headlines live from Cupertino, California. Plus, Europe’s future is in flux after far-right parties made major gains during this weekend’s EU Parliament elections, leading French President Macron to call for a snap national election. And a number of regional banks are joining a downgrade watch list from Moody’s. We’ll ask the person behind the call what they can do to reduce their risk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why the market seemed unimpressed by the “Roaring Kitty” livestream. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The synchronized global rate cuts seem to be starting, but will the Fed end up quickly following suit, or will high inflation keep Powell & Co. on the sidelines? Plus, travel stocks tend to be among the hardest-hit names during a downturn, but Travel + Leisure’s CEO calls their business model recession-proof and joins us to make his case. And Sweetgreen shares have tripled YTD as the company invests in automation and suburbanization. We’ll ask the CEO what’s driving growth and what’s next for the company. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’re counting down to Friday’s big jobs report with a look at the warning signs in the market. Our guest is still bullish in the short-term and joins us with where he’s finding opportunities. Plus, “Roaring Kitty” trader Keith Gill seems to have posted his Gamestop holdings on Reddit, but can he cash in without attracting regulatory scrutiny? And First Solar shares surged after one analyst called it an under-appreciated beneficiary of AI. He joins us to explain his call. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

India’s stock market hitting a record high, while the EWW Mexico ETF is hitting a 4-year low. We’ll look at what’s driving these moves and where to find the best overseas opportunities. Plus, Costco is touching a record high after some choppy trading last week, and Wall Street is getting even more bullish. We’ll speak with one analyst who just raised her price target and says it can withstand any macroeconomic environment. And in 3 Buys & A Bail, Jeff Killburg is trading AMD, Duke Energy, Exxon Mobil, and Starbucks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We debate whether it’s a mistake for the Fed to keep a rate hike on the table after today’s PCE reading. Plus, the relative cost gap between dining in and dining out is at a record high, but our analyst says that benefits one staples stock in his coverage universe. And with earnings season nearly over, we’ll look at how one company is leveraging AI to make earnings trends and data more accessible to investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Salesforce plunging 20% after its first revenue miss since 2006, but is it just AI growing pains or is AI killing SAAS? Plus, pending home sales dropping to a 4-year low, but it’s not all bad news. Morgan Stanley has two names that benefit from a housing shortage and affordability crisis. And Costco, Dell, and MongoDB are on deck with results. Nancy Tengler joins us with the trade on all three and her take on the markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia is on a tear, but if you think you’ve missed the rally, there’s one key metric that suggests there’s more room to run. Plus, as yields rise, so do doubts about a rate cut, but our market guest says it doesn’t matter and will tell us where he’s seeing opportunities. And J.P. Morgan is out with a new report suggesting we could see more movement in the housing market soon. We’ll tell you why, and who’s buying. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our strategist says the Fed holding rates higher for longer makes him more bullish on near-term stock prices. He’ll tell us why and give us two names he likes outside of tech. Plus, is the uptick in stock splits a positive sign for the market? We’ll look at how these names typically perform after the split and which companies could be next. And our mystery stock of the day is getting an upgrade, sending shares up 9%. We’ll reveal it and hear from the analyst who says the AI rewards outweigh the risks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Was yesterday’s market sell-off a blip or the start of something bigger? We’ll look at how to position your portfolio. Plus, one of the biggest utilities in the country wants the highest electricity users to pay their fair share. We’re joined by the CEO of Duke Energy with what that would look like, and how they’re preparing for a surge in power demand. And don’t miss a special 3 Buys & A Bail “under the radar” edition with KKM’s Jeff Kilburg. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market sees the first cut in September, but our economist says you don’t have to wait that long – it’s going to be July. We’ll ask what makes him so confident. Plus, no signs of an AI slowdown. Nvidia crushing it once again, with data center growth up more than 400% from last year. And that’s good news for this company. Nvidia and all the big tech giants are clients. The CEO joins us live ahead. And there are Zyn-fluencers and now there’s a Zyn rewards program. We look at the explosive growth of the tobacco-free nicotine pouches, how Philip Morris International is capitalizing on it, and how much upside our analyst sees for the stock because of it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We didn’t get a recession, but the market’s behaving as though we just came out of one. That’s how our market guest sees it – and he sees opportunity because of it. He’s here to make his case and brings three names he likes from here. Plus, here comes Nvidia. Our trader is watching for a specific level, and she’s prepared to make a move. She’ll tell us what she expects that move to be today. And with Microsoft’s backing, Khan Academy is bringing its AI tutors to teachers across the country for free. Sal Kahn is here, fresh off the stage at Microsoft Build, to tell us how they’ll be using it, and why it will make a big difference in the classroom. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft’s developer conference is underway with CEO Satya Nadella giving the keynote speech right now. We’ll continue to bring you all the latest headlines from that event as we get them. Plus, the tech-heavy Nasdaq hanging near the flat line after hitting a record high in yesterday’s session. We’re on record close watch for both the Nasdaq and the S&P 500. The Dow meanwhile, is on pace for a second positive day in three. This comes as we’ve heard from five Fed officials so far today, all conveying the same message: the path to 2% will be longer than expected, and bumpy. The first cut is expected to come in September. Let’s see if that changes after our first and exclusive interview with Fed Governor Christopher Waller. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The consumer is doing just fine, even on the low-end. Two of our guests are making that point today. One of them says they’re taking cuts off the table until at least December, while the other says there’s even a case to be made to raises – not cut – this year. Both are here to explain and tell us how they’re positioning from here. Plus, the “Black Swan” is here to talk AI, Bitcoin, Middle East turmoil, and where he’s seeing the biggest risks. Nassim Taleb join us live to tell us how you can position to protect yourself – and even profit from it. And Wells Fargo says China’s rise to dominate the global EV market is not all bad news for U.S. auto stocks. We’ll reveal the one name that may even benefit from it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Does the rally have room to run? Our market guest says yes, and for one specific reason. She’s here to make her case, and bring one name she’s especially bullish on. I’ll give you a hint – she buys her gas and her champagne there. Plus, OpenAI partnering with Reddit is just the latest example of AI companies racing to secure access to data. And they may be knocking on this company’s door too. We’ll bring you the name, and the man lending AI efforts there. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

milestone moment. The Dow just hit 40,000 for the first time ever, but can the bulls keep the momentum going? Our market guest has concerns about the strength of the economy and the consumer. He’s here with what makes him worry, and what he’s buying against this backdrop. Plus, speaking of the consumer, one of our guests is hoping to attract a particular kind. We’ll tell you who, how, and why they’re on this year’s Disruptor 50 list. And speaking of disruption, is ChatGPT’s latest tech a killer or catalyst for language learning companies? The CEO of Duolingo isn’t worried, he’s welcoming it with open arms. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are surging after inflation cooled a bit last month. We’ll look at what that means for the Fed’s next move. Plus, lower yields are boosting homebuilders today, but new data shows demand could be slowing and we could be nearing an inflection point. And now that Google’s announced an AI assistant and search overhaul, what do all the big tech moves mean for advertisers and publishers? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains how many investors have done better over time than they realize. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Google’s annual developers conference is kicking off with some big announcements on the company’s AI initiatives. We’ll bring you the headlines and break down what they mean for the AI race. Plus, meme stocks are back in the spotlight, and we’ve got the charts, the chatter, and the trade on the latest stock market craze. And Mastercard’s new numbers show consumers spending big on travel. We’ll break down the data with Mastercard’s chief economist, Michelle Meyer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why the Fed’s battle against inflation is far from over. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Roaring Kitty and the meme trade are back, along with the rising risk of stagflation. We’ll look at how to position, and how to diagnose the health of this market rally. Plus, Apple, Google, and Microsoft are gearing up for their developer conferences. But OpenAI is front running all of them with today’s spring update. We have the headlines and the implications of a potential landmark deal with Apple. And despite big gains from GLP-1 makers, health care is underperforming the broader market this year, and our market guest has three value names in the space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the IPO reopening real? Is Google’s AI strategy hinging on man? And speaking of AI, we’ve been waiting on something big from Apple, and they “crushed it,” but not in a good way. We’ll talk about all of that with Slow Venture’s Sam Lessin. Plus, the Dow is on track for eight straight days of gains. Our market guest says those gains can keep going, as long as one thing happens. He’ll tell us what it is and what he’s buying. And, in choppy waters. That’s how the CEO behind this name describes the consumer. He also says his company is well-positioned to weather it. The stock is up 17% just this week. He joins us ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Corporate America is giving mixed signals on the consumer. We’ll round up the latest company commentary and speak with Lidl’s US CEO about what he’s seeing on the food inflation front. Plus, Beyond Meat’s CEO joins us for his first live TV interview since the depths of the pandemic. We’ll wrap up the company’s disappointing quarterly results and look ahead to what’s next. And Gen Z is increasingly choosing trade schools over traditional 4-year colleges. We’ll speak with the CEO of one publicly traded company that’s benefitting from that boom. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jefferies’ David Zervos says traders are living in rate cut la-la land and joins Kelly to make his case. Plus, office loan defaults are nearing historic levels, and the Empire State Building’s landlord says that’s creating a once-in-a-lifetime buying opportunity. And the likes of Stanley Druckenmiller are starting to trim Nvidia –should you? We’ll ask one of the biggest bulls on Wall Street. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stanley Druckenmiller says rate cuts should be entirely off the table and that the Fed fumbled the football on the 5-yard line with the game on the line. We’ll look at the path forward for the Fed. Plus, Disney nearly broke even on streaming, but missed revenue estimates for a fourth consecutive quarter. We’ll ask Oscar-winner Brian Grazer about the future of Hollywood. And Apple unveiling its first iPads since 2022, but today’s news is only an appetizer for next month’s big event. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This year’s “Woodstock for Capitalists” is in the books, and we’ve got one Berkshire shareholder to weigh in on Buffett’s latest moves. Plus, former Starbucks CEO Howard Schultz says Starbucks needs to fix its stores to win back customers, but Bank of America is sticking with its buy rating on the stock and joins us to make her case. And, we’re tackling Disney, Simon Property Group and Lucid in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.