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The Exchange

The Exchange

1,736 episodes — Page 20 of 35

Pivot, Pause or Press On?, Diesel Disaster, and Drugs, Drivers & Semis 10/31/22

We’re counting down to the next Fed decision. Will Jerome Powell finally blink? And is a recession all but guaranteed? Paul McCulley will give us his take on it all. Plus, diesel prices are soaring as supplies reach critically low levels. Politicians are blaming the companies, but we’ll lay out what’s really going on. And, the busiest week of earnings season is upon us, with some big names on deck. We’ll get you ready for NXP Semi, Uber and Pfizer results in ‘Earnings Exchange.’ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 31, 202244 min

Best month since ’76, Off the Rails, and 3 Buys And A Bail: Healthcare Edition 10/28/22

Stocks are soaring today, with the Dow up 5% this week and up 14% this month – it’s best month in 46 years. But as the market turns its attention from earnings to the Fed, can the rally continue? We’ll explore. Plus, President Biden thought he had a deal to avoid a rail strike, but now a 2nd union is rejecting it. We’ll look at the very real possibility of a strike, and the very real threat to the economy. And, recession fears have sent investors into health care stocks. We’ll bring you “3 Buys And A Bail” to help keep your portfolio healthy amid market uncertainty. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 28, 202244 min

Opportunity in the Metaverse, The Wing’s The ‘Thing’, and Mega Caps on deck 10/27/22

Meta’s stock is sinking today, after missing estimates and burning through cash. But we’re on the hunt for opportunities: we’ll look at companies benefitting from Meta’s massive money moves. Plus, Wingstop is up 30% this week following earnings. We’ll ask the CEO about consumer spending and where he sees prices and trends heading next. And, more big earnings reports are on deck. We’ll give you the action, the story and the trade on Apple, Amazon and Intel in ‘Earnings Exchange.’ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 27, 202243 min

Rates or Reports?, the Future of Fracking, and Facebook, Ford & Farming 10/26/22

Stocks are mixed today, as tech earnings are dragging down the Nasdaq. But with the Fed decision a week away, which is more important to markets right now: rate or reports? We’ll debate. Plus, during last night’s Pennsylvania Senate debate, Democratic candidate John Fetterman said he’s pro-fracking. Could we soon see a nat gas boom in the Keystone State? The CEO of EQT Corp. will join us. And, more big earnings reports are headed our way, with Meta, Ford and Caterpillar all on deck. We’ll bring you the action, the story and the trade on each in ‘Earnings Exchange.’ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 26, 202244 min

Crumbling Confidence, Mega-Cap Earnings and What’s Next for Ukraine 10/25/22

Consumer confidence in September came in lighter than expected and data from the Conference Board reveals a slowdown, particularly in the lower-end. We dig into what that means with Confidence Board CEO Steve Odland. Meta, Visa and Microsoft all report after the bell…we have the key things to watch and how to trade it ahead of the print. And Congressional Progressives retracting their suggestion of direct talks between the US and Russia to end the Ukraine conflict, Admiral James Stavridis tells us what he thinks the next steps should be. Plus, the growing Permian natural gas problem. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 25, 202246 min

Xi’s grip on China, Earnings Exchange and Failing Grades 10/24/22

Chinese stocks are plummeting, as President Xi tightens his grip on the country and its economy. Is there a future for American companies doing business there? Or Chinese companies doing business here? We’ll debate. Plus, we’re gearing up for a big week of earnings. We’ll explore who wins out among some of the biggest Industrial & Transport names reporting this week in ‘Earnings Exchange.’ And, how bad was the pandemic and school closures for kids’ education in America? And it could lead to a lost generation for families & the economy? We’ll ask Sal Khan of Khan Academy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 24, 202244 min

Starting to slow?, Oh, Snap!, and Oil, Cars & the Consumer 10/21/22

Stocks are heading higher, but bond yields are sinking as Fed officials hint that the pace for rate hikes may begin to slow. We’ve got all the market angles covered for you. Plus, Snap Inc. has fallen nearly 30% after reporting results. Is the weakness it saw in advertising a sign of things to come for other Tech companies? We’ll explore. And, we’re getting ready for earnings beyond ‘Big Tech’, from Energy to Autos & more. We’ll debate who wins out among some of the biggest names reporting next week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 21, 202243 min

Bonds Back to 2008, Disas-Truss, and Trains, Phones & Filters 10/20/22

Bond yields are rising again, with the 10-year note back to 2008 levels. The markets aren’t minding it, but can rates & stocks keep rising together? We’ll debate. Plus, for the second time in just 2 months, the UK is looking for a new Prime Minister. And the policies of the next PM could have a big impact on U.S. & global markets. We’ll explore what’s at stake. And, investors are getting a lot of earnings reports to digest. We’ll get you ready for CSX, Snap Inc and Verizon ahead of results on deck in ‘Earnings Exchange.’ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 20, 202244 min

Bond Yields Bounce, The Plan for Energy Prices, The River Runs Dry 10/19/2

Mortgage rates could continue to rise above 7%, as bond yields spike again. We’ll hear from an expert who says the Fed needs to slow down the pace of rate hikes. Plus, crude oil continues to climb, even as the White House keeps selling our emergency reserves. Are we on a collision course with OPEC? We’ll debate. And, severe drought has the Mississippi River receding to record low levels. We’ll speak to the ACBL CEO about why this could turn into another supply chain & energy crisis. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 19, 202252 min

Trust the rally?, Bill Gates live, and “Gas & Groceries” 10/18/22

Stocks are higher once again today, with the Dow now up 1,800 points from last Thursday’s CPI-low. But can the rally be trusted? We’ll debate. Plus, billionaire philanthropist & investor Bill Gates will join us to talk about his climate change ambitions, and the clean energy firms he’s investing in right now. And, with the Midterms fast approaching, does it all really come down to “gas and groceries”? We’ll preview what to expect as money & politics get set to collide in November. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 18, 202244 min

All about the Banks, Peak Yields?, and “Textbook Bottom” Buys 10/17/22

Banks have been the big driver for earnings season so far, holding up better than expected. The big names are getting the most attention, but we’ll drill down on some smaller ones that could be good bets right now. Plus, Treasury yields are lower today after hitting decade-highs last week. Are we past the peak? The ‘Bond King of Texas’ says ‘yes,’ and he’ll join us in studio to explain why. And, could the bottom already be in for stocks? Remove bonds, and we’re seeing all the ‘textbook signs’ according to Ari Wald of Oppenheimer. He’ll tell us what he’s buying now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 17, 202245 min

Playing the Volatility, UK U-Turn, and Consumer Concerns 10/14/22

Stocks are turning lower today, unable to build on yesterday’s massive CPI-fueled turnaround. If there’s more volatility ahead, how can you play it? We’ll ask the experts. Plus, more chaos in the UK, as the new Prime Minister just fired her head of Treasury and reversed course on much of her big tax cut plan. We’ll examine the global fallout. And, the latest retail sales data shows inflation is starting to take a toll. Will rising prices eat into holiday spending, playing “Grinch” for the retailers? We’ll explore. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 14, 202244 min

Wild day for stocks, another year of hikes?, and Best of the Banks 10/13/22

Stocks are shrugging off the hotter-than-expected CPI data, with the Dow making an 1,100-point swing from the morning lows. We’ll try to make sense of what’s happening on Wall Street today. Plus, while stocks might be higher, inflation is too, posting another 8.2% jump year-over-year in September. So what should the Fed do? We’ll explore. And, earnings season is about to kick off, starting with the Financials. We’ll get you ready with a ‘Big Banks’ edition of Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 13, 202244 min

Inflation Anxiety, Time to Buy Tech?, and Yearning for Earnings 10/12/22

Inflation doesn’t seem to be going anywhere…yet. And while all signs point to more Fed tightening, the Bank of England is still easing. We’ll examine the fallout. Plus, the Nasdaq is once again underperforming, now trading near 2-year lows. What will it take to finally turn it around? We’ll explore. And, earnings season is set to kick off, with big banks on deck. Our trader will give some advice on how to trade the results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 12, 202244 min

From Main St. to Wall St., Crude Reality, and the CPI-YAY Trade 10/11/22

Stocks are making a big midday turn higher, even shrugging off comments from the Fed’s Loretta Mester that ‘more restrictive’ policy is needed. We’ll track everything from the macro to Main Street, and see how it’s impacting markets & your money. Plus, lots of geopolitical events are impacting the energy market, from Russian attacks on infrastructure to Iranian oil workers going on strike. We’ll explore what it all means for energy prices & inflation. And, if inflation is indeed starting to slow down, then will some stocks get set to pop? Our trader will name one group he sees rallying from here and why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 11, 202245 min

The Risk-Off Trade, Stick with Tech?, and M&A Mania 10/10/22

The ‘risk-off’ trade is alive and well, as the market trades cautiously ahead of a key inflation reading and earnings. So what does that mean for your money? Our expert says remove all ‘shiny objects’ from your portfolio and turn to dividend stocks. He’ll explain why. Plus, the Nasdaq is lagging once again, as Semiconductor stocks sell off. Should investors still stick with Tech here? We’ll debate. And, we’ll explain why you could soon see a surge in Energy M&A deals, and what it says about the market overall. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 10, 202244 min

Labor Pains, Health of the Consumer, and ‘Stagflation’ Situation 10/7/22

The job market’s still going strong, likely keeping the Fed firmly on its hawkish path. And stocks are lower as a result. But is the market overeating? We’ll debate. Plus, the consumer is also still strong, according to new data from Mastercard. We’ll speak with the analyst behind the report about trends he’s seeing and how they might influence the Fed’s strategy. And, we have a special Jobs Edition of ‘3 Buys And A Bail’ -- including one name Gina Sanchez says will do well no matter what state the economy is in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 7, 202244 min

Finding Opportunity, Back to Work?, and Rising Rates & Real Estate 10/6/22

Stocks are falling for the second day in a row following a strong start to the week. So is now time to get back into the market? We’ll debate. Plus, we’re less than 24 hours away from the big September jobs report. We’ll turn to Recruiter.com for clues on what to expect. And, real estate mogul Don Peebles joins us live with how soaring rates are playing out in residential and commercial real estate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 6, 202244 min

Bears are back, Musk’s Master Plan, and Spirits, Slim Jims & Spices 10/5/22

After 2 days of market gains, the bears are back in charge! And one expert says they’ll fight to keep control. She’ll give us the 4 names she’s buying right now, and the catalyst she thinks will end the bull-bear battle. Plus, Elon Musk’s Twitter deal is back on. The question now becomes: what will he do with it? We’ll explore. And, we’ll bring you the action, story & trade in Constellation Brands, Conagra & McCormick ahead of results in ‘Earnings Exchange.’ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 5, 202244 min

Twitter Deal Back On? 10/4/22

Elon Musk has reportedly proposed to buy Twitter for the original $54.20 a share-price. With the stock halted for news we get the latest reporting, why Musk has decided the deal is back on, and what it means for the social media giant’s and Musk’s futures. Plus, why investors should get optimistic about risk assets now and the names to buy for the long-term. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 4, 202243 min

‘Fall’ speed ahead?, Crude Reality and State of the Economy 10/3/22

Stocks are surging right out of the October gate. Is there more to come now that September is behind us? We’ll hear from an expert who sees another 15% gain for the S&P before year-end. Plus, it’s OPEC vs. the White House, as crude prices surge on news the group could make a big production cut. We’ll dissect what to expect at this week’s meeting. And, we’ll get a look at the American economy from one of its most popular restaurants. The CEO of P.F. Chang’s joins us to talk inflation, supply chain, the consumer & more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 3, 202244 min

‘So long, September!’, Sandberg Says Goodbye, and Putting Up with the Pain 9/30/22

Good news for investors: September is over! The Dow is set to close its worst month since March 2020, and worst September in 20 years. But given we had more inflation data and yet stocks are up today, is that a good sign going forward? We’ll debate. Plus, today is Sheryl Sandberg’s last day as an employee of Facebook. We’ll look at the company, and the stock, without her in the fold. And, Jerome Powell warned there’d be more pain as the Fed raises rates, and he’s been right. So we’ve got 3 ‘buys’ which can take the pain, and one that can’t. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 30, 202247 min

“The Inflation Wildfire” 9/29/22

Markets are down big today, as global risks and runaway inflation spook investors. What’s the risk of European contagion spreading here? We’ll explore. Plus, jobless claims fell to their lowest levels in 5 months. But another inflation reading – one loved by the Fed – is still red-hot. Does that mean bigger hikes ahead? We’ll debate. And, how is all of this impacting corporate earnings? We’ll find out when Nike & Micron report after the bell. We’ll have the action, the story and the trade in ‘Earnings Exchange.’. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 29, 202244 min

Britain’s Bond Buying, Pipeline Problems, and Tracking Hurricane Ian 9/28/22

Stocks are bouncing back today, after falling to their lowest levels since late 2020. Is the U.S. looking more attractive compared to the financial chaos in Europe? We’ll break down the Bank of England’s surprising moves to recue its bond market. Plus, Europe’s energy crisis may get worse, as someone apparently blew up parts of Russia’s big Nord Stream pipeline. The EU is claiming it was caused by ‘sabotage.’ But by who? We’ll debate. And, as Hurricane Ian makes landfall in Florida, we’ll talk to the CEO of Generac about his company’s efforts to help keep the lights on in the hardest hit areas of the state. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 28, 202244 min

Buy the dips?, State of Debt (Pt. 2), and Payroll, Poultry & Parking 9/27/22

Stocks continue to slide, giving back their early gains of the day. So what are investors to do here? Our expert says you buy in, because dips driven by the Fed are always worth buying. He’ll tell us why. Plus, high-grade investment bond yields are now at 13-year highs. So why aren’t we seeing more demand? We’ll get a check on the health of the corporate debt market. And, we’ll give you the action, the story and the trade in Cal-Maine Foods, Paychex and Thor ahead of results on deck in ‘Earnings Exchange.’ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 27, 202243 min

Ep 7State of Stocks, State of Energy & State of Debt 9/26/22

Stocks under pressure once again as yields, and the dollar, continue to rise. So how do you play it? We have three names well-positioned for gains right now. Plus, as oil hits the lowest level since January 6th, the CEO of America’s largest energy exporting ports joins us with his view on the state of energy, the economy, the supply chain and more. And, with credit card balances hitting all-time highs, and credit card rates at the highest level in more than two decades, we look at the state of consumer debt and what it means for the economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 26, 202243 min

Markets In Turmoil 9/23/22

Markets are set to close out a down week with another big drop. The Dow has dropped below 30,000, and falling below the June lows too. We’ll tell you all you need to know. Plus, it’s not just stocks falling today. Oil is dropping too, now below $80 per barrel for the first time since January. Is $60 the next stop? We’ll debate. And, we’ll give you some advice on how to survive higher rates in our latest edition of ‘3 Buys And A Bail.’ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 23, 202243 min

Fed Fallout, Tech Wreck, and all eyes on FedEx 9/22/22

Wall Street is reacting to another big rate hike from the Fed. It’s going to hit every aspect of the economy, from debt, to housing and the markets. We’ve got all the angles covered for you. Plus, Tech stocks are taking the brunt of rising rates, with the Nasdaq down 10% in just one month. But does that mean it’s time to buy? We’ll debate. And, FedEx shocked the business world with its dire revenue warning. But now the company officially reports. Will it change the game? We’ll explore. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 22, 202245 min

Decision Day 9/21/22

It’s decision day for the Fed. In just an hour’s time, we’ll find out if they will raise interest rates another half, ¾ or even a full 1%. And more importantly, we’ll find out what they expect to have to do in the future to keep fighting inflation. We’ll have every angle covered ahead of that decision, including what it means for the economy, housing and stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 21, 202245 min

Raise and hold?, the “real” economy, and Beyond Belief 9/20/22

We’re just 24 hours away from the latest Fed decision, and rates are rocking. 11-year highs for the 10-year yield; and 15-year highs for the 2-year yield. And that’s going to be a huge hidden ‘tax’ on tens of millions of Americans. We’ll explain why. Plus, FedEx just warned of a serious economic pullback. But a lot of other companies disagree. Who’s right? We’ll debate. And, Beyond Meat shares have been ‘beyond’ bad. Shares have wiped out 85% of their value this year, and now the COO is involved in a personal scandal. We’ll get the latest on this bizarre story. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 20, 202246 min

Minerd on the markets, The Rate Debate, and Looking for Opportunity 9/19/22

The two biggest stories of the day: rates & markets. Guggenheim’s Scott Minerd is the perfect person to talk about both, and he joins us all hour! Plus, will the Fed go for a full point rate hike this week? Or will it be less this time and more down the road? We’ll debate. And, in good times & bad, there’s always opportunity somewhere. We’ll try to help you find it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 19, 202244 min

Freight Pain, and a Volatility Survival Guide 9/16/22

FedEx just shocked Wall Street with a big time warning. The stock is now on pace for it’s worst day ever. Is this a bad sign for the economy, or just a company problem? We’ll debate. Plus, as stocks get set to close out their 4th negative week in 5, our trader has 3 names to buy, and one name to avoid in a special “3 Buys & A Bail: Volatility Survival Edition.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 16, 202245 min

Strike averted, ‘Fed’ up with inflation, and the end of ‘a la carte’? 9/15/22

The rail industry is back on track, agreeing on a tentative labor deal to avoid a strike. Now oil & natural gas prices are falling sharply as the risk premium comes out. We’ll bring you the energy impact. Plus, we’re a week away from the next Fed meeting, and markets seem split on what they want vs. what the economy needs. We’ll debate who’s right, who’s going to win, and what it means for your money. And, cable TV is the new ‘cable TV’ as streaming services fight to get even bigger to offer customers more choices. We’re calling it the ‘re-bundling of television’, and we’ll explain what it means for you. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 15, 202244 min

Seek safety?, a market bright spot, and big banks’ balancing act 9/14/22

Stocks are coming off of their 7th-biggest point drop in history. But some say bargains are now abound. We’ll talk to the pro’s about what they’re buying now. Plus, there are still some bright spots in the market, including Cheniere Energy. We’ll speak to the CEO as it extends its winning streak. And, rising rates are usually good for banks. But inflation, not so much. Our analyst explains why the smaller lenders are the place to be right now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 14, 202245 min

Stocks sell off as inflation remains hot 9/13/22

Today’s hotter-than-expected CPI data helping snap a 4-day winning streak for stocks. Inflation showing no signs of slowing down, as many prices we pay are actually continuing to rise – from housing, to food & more. We’ll look at how inflation is hitting every area of the economy, and what it means for you & your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 13, 202246 min

Why not both?, Uber CEO on the record, and Inflation “Claus” & Effect 9/12/22

Stocks are higher for a fourth straight day, bucking the historical September trend. So what do you buy here: Growth or Value? We’ll hear from an expert who says you can buy both right now. Plus, Uber is on the upswing, with shares up nearly 60% since July 1. We’ll hear from the CEO live on everything from food delivery to self-driving and more. And, there are new signs inflation may be slowing in some areas. We’ll explain how inflation could change in a big way by the time the holiday season rolls around. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 12, 202244 min

Hard Landing?, California Crisis, and Ready for Recovery 9/9/22

Stocks are higher today and on pace to close out a strong week, despite even more hawkish Fed speak. But can the Fed actually get inflation under control without crushing the housing market? We’ll debate. Plus, California is on the brink of an energy crisis, facing shortages and flipping its stance on nuclear. We’ll dig into where the state went wrong. And, we’ll give you a brand new “3 Buys & A Bail”, focused on each kind of economic recovery we might see ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 9, 202245 min

The Exchange 9/8/22

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.

Sep 8, 202225 min

Apple’s Big Event, ‘Boring is Beautiful’, and State of the Consumer 9/7/22

Apple’s product event is kicking off in Cupertino, where Tim Cook is expected to unveil the new iPhone 14 and more. We’ll bring you all the headlines, and look at whether it can spur sales enough to boost the stock. Plus, the Nasdaq is on pace to snap its longest losing streak in 6 years. But our expert says it’s still not time to jump into Tech yet. He’ll explain why he’s sticking with “steady” stocks for now. And, shares of Academy Sports + Outdoors are jumping despite posting lower profits & sales. The CEO joins us to talk the retail environment and the consumer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 7, 202244 min

The next Financial Crisis?, The Big Event, and Over$tocked 9/6/22

Could Europe’s energy crisis soon turn into a financial crisis? We’ll tell you why it could, who’s most exposed, and why it might be good news for U.S. companies. Plus, the countdown is on to Apple’s big event. We’ll take a closer look at what to expect, and how to position. And, we’ll talk to the CEO of Trex about how demand has slowed as the home improvement boom subsides, and how he’s managing changing market dynamics after a record run. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 6, 202244 min

The Exchange 9/2/22

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.

Sep 2, 202244 min

Wall of Worry, Labor Pains, and Semis, Software & Yoga Pants 9/1/22

Stocks are down for the 5th straight day. The Nasdaq is down more than 8% in that time, and the list of market worries is growing even longer now. We’ll bring you the latest details. Plus, the August jobs report is due out tomorrow. Will the labor market continue to be strong? And what does that mean for the market? We’ll explore. And, we’ll bring you the action, the story and the trade in Broadcom, PagerDuty and Lululemon ahead of results on deck in ‘Earnings Exchange.’ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 1, 202244 min

Too Far Too Fast, Bullish on Defense, and Data, Deals and Diamonds 8/31/22

Volatile trading in the session, but one investor says the market has fallen too far, too fast. We get the moves he’s making now. The RBC analyst who recently initiated coverage on defense stocks tells us his top pick and what will boost the sector in both the near- and long-terms. Plus, Pure Storage, Five Below, and Signet quarterly results are on deck. We tell you what to watch and how to trade it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 31, 202244 min

Greed vs. Fear, The Energy Whipsaw, and 3 “C’s” 8/30/22

Stocks are lower again today, with all 3 averages on pace to finish August in the red. But one portfolio manager is heeding Warren Buffett’s advice to “be greedy when others are fearful.” He’ll tell us where he’s seeing opportunities. Plus, violent clashes in Iraq, a potential flood of Iranian oil, Germany’s rapid Nat Gas buildup and strong U.S. data are all whipsawing the energy complex. We’ll get the geopolitical implications, and what’s next for prices. And, we’ll bring you the action, the story and the trade in Crowdstrike, ChargePoint and Chewy ahead of results on deck in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 30, 202244 min

Value Investor Goes Tech, Reading the Options Tea Leaves, the Three B’s on Deck 8/29/22

A noted value investor is picking up a pretty expensive chip stock, he tells us why. Options activity reveals the bulls are staying with this year’s top-performing sector, while there’s still no love for one of the laggards. Plus, in Earnings Exchange: is China tech turning around? Can an electronics retailer keep its head above water? And why inventories are a concern for one discounter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 29, 202243 min

Market Sell-off, Stick with Tech?, and 3 Buys & A Bail: Jackson Hole Edition 8/26/22

Fed Chair Jerome Powell delivered a very hawkish speech in Jackson Hole, hinting that a big rate hike could be coming and warning of more pain ahead for the economy. But what exactly does that pain look like? And how should you position your portfolio? We’ll discuss. Plus, Tech stocks are getting hit particularly hard on the prospect of more rate hikes. But one expert says stick with it. He’ll join us to explain why. And, we’ve got a special Jackson Hole Edition of ‘3 Buys & A Bail’ – including the one stock Gina Sanchez says you need to own now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 26, 202245 min

Doves vs. Hawks, Post-Pandemic Pivots, and a Trip to the Mall in Earnings Exchange 8/25/22

Investors are anxiously awaiting Fed Chair Powell’s big speech at Jackson Hole. Will he signal a slow pivot to a dovish stance? We look at what that would mean for your money. Plus, they were the Pandemic Darlings and now they need to reinvent themselves if they want to survive in a post-pandemic world. We’ll look at three names and who is best positioned for a successful second act. And, three stocks on deck that will give us new clues about the health of the consumer. The key things to watch on Affirm, Gap and Ulta Beauty, and how to position on each. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 25, 202245 min

Markets’ Critical Mission, State of Housing, and Peloton’s ‘Prime’ Move 8/24/22

There’s one stock reporting today that could determine where the market is headed next. We’ll give you the name, how to position and where to find value in some beaten-up sectors. Plus, we’re finally seeing home prices start to fall. We’ll look at where, by how much, and what it means for the overall state of the real estate market. And, Peloton is partnering with Amazon to make is products more accessible. Will it be enough to appease investors? We’ll debate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 24, 202244 min

Finding Opportunities, Housing Cracks and Building & Buying 8/23/22

The bears seem to be controlling the market narrative once again. But will they stay in charge? Morgan Stanley says they have one last act to play. We’ll take a look a how long that could be, and where you should turn for opportunities. Plus, as more cracks begin to show in the housing market, one real estate investor says there’s an area of the market that will hold up better than others. He’ll join us to explain. And, we’ll get the latest read on builders when Toll Brothers reports after the bell, plus 2 big retailers on deck. We’ll set you up for all of it in ‘Earnings Exchange.’ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 23, 202245 min

Dueling Directions, Cashing In on Crypto, and Cloud, Clothes & Calls 8/22/22

The rally continues to fade, with Tech leading the declines. So should you bail on Growth or stick with it? Two big banks have two very different views on what’s next, and we’ll debate them with our strategist. Plus, lots of headlines in the Tech & Crypto spaces today. We’ll bring you the latest moves in Meme stocks, a big winner in the Crypto Craze, and answer the question: will Dragons or Hobbits win the streaming wars? And, we’ll bring you the action, the story and the trade in Palo Alto Networks, Macy’s and Zoom Video ahead of results on deck in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 22, 202245 min