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The Exchange

The Exchange

1,707 episodes — Page 21 of 35

Major market moves, “Primed” & ready, and a SPAC giveback 7/12/22

The Dollar is close to parity with the Euro. Bond yield curves are inverting or dropping sharply. And oil is collapsing again, back below $100/barrel. What are these big moves telling us? We’ll explore. Plus, Amazon Prime Day is officially underway. But there doesn’t seem to be as big a deal as in the past. Does the company still want retail to be its loss leader? We’ll take a hard look. And, Bill Ackman’s SPAC couldn’t make a deal, so it’s giving back the money. Are there really zero opportunities in this market, or is the SPAC model flawed? 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.

Jul 12, 202245 min

“The slowdown that we need” 7/11/22

Across the economy, we are starting to see signs of a slowdown – and that might not be a bad thing. We’ll explain why, and what that means for you & your money. Plus, we’ll hear from one analyst who says restaurants actually want a recession now. He’ll explain why, and give us some stocks to watch. And, we’ll look at all of the ways the Twitter/Elon Musk saga could. We’ll run through 8 possible outcomes that are on the table 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.

Jul 11, 202244 min

372K jobs, Twitter Turmoil, and Mortgage Mania 7/8/22

The U.S. economy added 372,000 jobs in June, bringing the overall total to more than 2.7 million since January. And separate data shows consumers are still spending. We’re definitely not in a recession right now, so what does that mean for markets? We’ll explore. Plus, Elon Musk’s deal to buy Twitter is reportedly in serious jeopardy. Is this the time the deal finally falls apart? And what happens to Twitter – and Tesla – shares if it does? We’ll debate. And with rates on rebound today, mortgage rates are set to hover around 6%. What does that all mean for housing? We’ll look at the stats, the story and the trades in three different parts of the sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 8, 202244 min

Areas of opportunity, a crucial jobs report, and a commodity comeback? 7/7/22

Stocks are on the rebound again, as the Nasdaq tries to string together a four-session win streak. We’ll look at what’s prompting this change in investor sentiment, and where the best opportunities are right now. Plus, we can’t have a recession if the labor market remains this tight. But will it? We’ll look ahead to tomorrow’s big jobs report. And, oil is bouncing back strongly today, but commodities have gotten crushed lately. We’ll get you the stats, the story and the trade on crude, metals & more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 7, 202245 min

“The Weirdest Economy That I’ve Ever Seen”, The Crypto Contagion, and a Contrarian Housing Call 7/6/22

Ahead of the Fed minutes, one market strategist tells us why this is “the weirdest economy” she’s ever seen, and why she’s sticking with one beaten-down sector. Voyager Digital just the latest casualty in the crypto collapse, the CEO of one digital bank tells us why she’s saying “good riddance” to a lot of the ecosystem. And mortgage applications fell again last week as rates sit at multi-year highs, but one analyst is getting bullish on a lender. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 6, 202244 min

Inflation vs. Recession, and Strong Dollar Trades 7/5/22

It’s a new week, but the same old story as stocks sell off once again. It comes as concerns of a possible recession continue to grow, especially in Europe. We’ll hear from an expert who says the biggest risk to markets is a Fed overreaction right now. Plus, Bill Ackman says the Fed needs to kill off inflation to save the economy. So who’s right? And what does the Fed need to do here? We’ll ask Jefferies Chief Market Strategist David Zervos. And, the U.S. Dollar just hit a 20-year high against the Euro. We’ll tell you what it means for you, 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.

Jul 5, 202244 min

Data Dilemma, State of the Unions, and Three Buys & A Bail 7/1/22

The chorus of calls that we’re already in a recession is growing, and yet data continues to show signs of strength. Is the data just lagging, or a different picture of the economy entirely? We’ll explore. Plus, Apple, Amazon and Starbucks are all facing labor battles as the unionization push grows. We’ll get the latest on each, and the impact it’s having on their stocks. And, we’ll get you ready for the second half of the year with a brand new edition of Three Buys & 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.

Jul 1, 202244 min

From the Desk of Kelly Evans: Jobs, not GDP, are the key 6/30/22

Kelly explains why the labor market is key to where the economy goes from here. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 30, 20224 min

Time for a turnaround?, Crypto Carnage, and I-P-OMG 6/30/22

Stocks are lower again today, as we close out the worst first half since 1970. But previous bad starts have been followed by strong finishes. Is there hope for a rebound? We’ll discuss. Plus, Crypto is also getting crushed this year. Bitcoin is now down 60%, and back below $20,000. We’ll explore why bad news for the entire sector keeps rolling in. And, the Renaissance IPO ETF has lost half its value in 2022, on pace for its worst quarter ever. We’ll help you hunt for opportunities amid the wreckage in Three Buys & 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.

Jun 30, 202244 min

Second half playbook, the Great Crypto Unwind, and time to play offense? 6/29/22

The S&P 500 is on pace for its worst first half since 1970. Will it be different story in the back half of 2022? We’ll look at the dynamics at play as June nears a close. Plus, the collapse in Crypto prices has one expert saying it reminds him of the 2008 housing crisis. He’ll join us to explain why, and what he sees happening next. And, we’ll speak with an expert who says investors should forget about “safe havens” and defensive plays in the second half -- it’s time to start playing offense, and he has picks for us. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 29, 202244 min

Recession obsession, Retail Wreck, and Chex & Paychex 6/28/22

Ark Invest’s Cathie Wood says the U.S. is already in a recession. But Fed Official John Williams says the economy is “strong.” Who’s right, and what should you do with your money here? We’ll explore. Plus, retailers like Allbirds & Warby Parker rushed to go public during the height of the pandemic e-commerce boom, but now they’ve plunged 70% so far this year. Are they prime takeover targets? We’ll debate. And, we’ll bring you the action, the story and the trade in Bed Bath & Beyond, General Mills and Paychex ahead of results on deck in another 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.

Jun 28, 202245 min

From the Desk of Kelly Evans: Things are looking up 6/28/22

Kelly explains how there are signs the macroeconomic environment is actually improving. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 28, 20224 min

Second-Half Strategy, bitcoin bottom?, and 3 Buys & A Bail 6/27/22

Stocks are trying to stay positive as they come off a huge week of gains. And yet, all the major averages are still down 13% or more this year. We’ll give you some advice on what to buy for the back half of the year as the calendar turns to July. Plus, if you thought 2022 was bad for stocks, it’s been even worse for Crypto. We’ll hear from an expert who says the bottom isn’t even in yet. And, the Consumer Staples have been a bright spot in this volatile market. We’ll get 3 Buys & A Bail across that sector from our trader. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 27, 202245 min

Recession or Reset?, The Corporate Response to Roe v. Wade, and The Week that was in Housing. 6/24/22

We’ve seen a sharp reversal in several key market readings on inflation, especially after the Fed hiked rates by 75 basis points last week. So is this a victory or a warning sign for the Fed and the markets? Plus, the week that was in housing… from new and existing home sales to homebuilder earnings to the rise in ARMs, we make sense of the data and what it’s telling us about the health of the housing market. And the corporate response to the historic Supreme Court decision that overturned Roe v. Wade. We have the reaction from the health care world and from big tech. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 24, 202244 min

Time to buy Apple?, D.C. Energy Summit, and cars, cruises & cardboard boxes 6/23/22

The morning stock rally is fading, though the Nasdaq is still higher and up 4% in the past week. Is Tech ready to take off again? We’ll ask a top analyst if it’s time to buy Apple and other names. Plus, energy executives are heading to Washington, a day after President Biden pitched a gas tax holiday. We’ll bring you the details. And, we’ll give the action, the story and the trade in CarMax, Carnival and FedEx 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.

Jun 23, 202245 min

Hawk talk, gas tax holiday, and construction, consulting & consuming 6/22/22

Fed Chair Jerome Powell is testifying on Capitol Hill today, and the markets seem to like what’s saying. But even with Powell sounding hawkish on inflation, is that what the averages need to here? We’ll debate. Plus, President Biden is set to officially propose a gas tax holiday. It should lower pump prices in the short term, but what about the long-term? We’ll explore. And, we’ll bring you the action, the story and the trade in KB Home, Accenture & Darden Restaurants 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.

Jun 22, 202244 min

Stocks rally, a turning point for housing?, and currency & The Cloud 6/21/22

Stocks are on pace for their best day in June, even as calls for a recession keep growing louder. Former Treasury Sec. Larry Summers says the unemployment rate might need to go up for 5 years to beat inflation. If that’s true, what does it mean for markets? We’ll explore. Plus, home sales fell for a fourth straight month in May, and now one of the nation’s largest homebuilders says it’s seeing a slowdown. Have a we reached a housing infection point? We’ll debate. And, we’ll take a hard look at the stocks, the stats and the strategy on three names most exposed to the surging dollar. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 21, 202244 min

Not a Textbook Recession, The EV Outlook, and Trading the Travel Sector 6/17/22

Stocks higher after yesterday’s sell-off, but slowdown fears still loom. Why one economist says it won’t be a ‘textbook recession.’ EV demand is strong, but the stocks are getting crushed. We explore what’s behind the divergence. Plus, trading the travel names—why hotel stocks are a buy, despite consumer concerns. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 17, 202244 min

Title: Rate Hikes Heard ‘Round the World, Commodity Breakdown, and Trading the Tech Wreck 6/16/22

Central banks around the world raising rates after the Fed’s 75 bps hike, including a Swiss surprise, so is the era of free money over? And what does that mean for stocks? From oil to nickel to wheat, commodity prices have been on a tear this year, but one technician is seeing signs of a trend breakdown. Plus, the Nasdaq is down 35% from its all-time high…one trader tells us how she’s playing it and the names to add in a downturn. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 16, 202238 min

Countdown to Fed decision 06/15/22

We’re awaiting a crucial decision on interest rates from the Federal Reserve. Will they hike by half a percentage point? Three-quarters? Or even a full point? We’re just minutes away from getting an answer, and we’ll explain all you need to know. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 15, 202240 min

Decision Dilemma, Bottom Fishing, and Oil to $175? 6/14/22

The countdown to the Fed is on. Will it be 50 basis points or 75? What does the economy need? What does the market want? We’ll try to answer all those questions. Plus, all this as the price of oil keeps going up. We get a technical take of why we could hit $175 a barrel. And, a look at three tech stocks with the most buys and big upside targets on Wall Street. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 14, 202244 min

The selloff continues 6/13/22

We’ve got another big market selloff on our hands, as the S&P slides back into bear market territory to its lowest level since March 2021. Meanwhile, the crypto market is crashing, the 10-year yield and mortgage rates are surging, and the Fed’s next big rate decision is less than 48 hours away. We’ll bring you all the latest details as they break, and keep you up to date on what’s happening around Wall Street & beyond. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 13, 202244 min

Red-hot inflation reading sinks stocks 6/10/22

The averages are lower across the board, on pace to post their worst week since January as inflation soars to 40-year highs. The Dow is down for the 10th time in 11 weeks, which hasn’t happened since The Great Depression. And the Nasdaq is in the midst of its worst stretch in 20 years, as inflation fears slam the Tech sector. We’ll tell you all you need to know, and offer ways to protect your portfolio amid the market selloff. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 10, 202241 min

Bouncing at the bottom?, lumber overload, and signatures, subscriptions & skiing 6/9/22

Markets are lower today, as the recent rebound peters out. Are stocks just destined to bounce along the bottom for a bit? We’ll debate. Plus, lumber prices have tumbled nearly 60% in the past three months, going from a shortage to a supply glut. Is this a sign of broader deflation? We’ll explore. And, we’ll bring you the action, the story and the trade in DocuSign, Stitch Fix and Vail Resorts 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.

Jun 9, 202244 min

Nasdaq comeback, the Chairman’s changes, and bargains, batteries & bling 6/8/22

The Nasdaq is having another volatile session, but has still managed to climb to back to where it was in early May. Is this a bear market bounce, or a durable bottom? We’ll explore. Plus, the Chairman of the SEC is out with some new rules for the stock market. We’ll hear from one of his biggest critics, and reveal what he thinks could be the fallout. And, we’ll bring you the action, the story and the trade in Five Below, Nio and Signet Jewelers 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.

Jun 8, 202244 min

Retail wreck, crypto & congress, and broth, booze & bargains 6/7/22

Retail is getting wrecked again, as Target warns of weakening profit margins due to increased inventory and cost pressures. But is this just a Target problem, or sector wide? We’ll explore. Plus, a bipartisan bill to define and regulate the Crypto industry is being introduced on Capitol Hill today. But what does it say? And what would it actually do? We’ll give you the answers. And, we’re taking a hard look at consumer spending in Earnings Exchange. We’ll bring you the action, the story & the trade in Campbell Soup, Brown-Forman and Ollie’s Bargain Outlet ahead of results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 7, 202245 min

All about Apple, the recession obsession, and how high can it go? 6/6/22

Apple’s WWDC event is underway, as investors look for anything that can turn shares of the stock around. We’ll bring you live updates as they happen. Plus, stocks are losing most of their gains of the day as they try to rebound from last week’s slide. Are the markets still too volatile to jump in right now? We’ll debate. And, crude oil is nearing $120/barrel, as gasoline prices surge to record highs. How much higher will energy prices go, and should consumers expect more pain ahead? 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.

Jun 6, 202244 min

390K jobs, the Fed’s next move, and “Goldilocks” stocks 06/03/022

We just got another blockbuster jobs report, as the economy added 390,000 jobs in May amid more folks entering the workforce. Average hourly earnings also rose 5% from last year, with no signs of a slowdown. So does the Fed have to get even more aggressive? Cleveland Fed President Loretta Mester joins us with her take on the numbers, and what they mean for the pace of rate hikes. Plus, as the Fed tries to engineer a “Goldilocks” economy, we’ll talk with an expert searching for Goldilocks stocks – not too expensive, but not falling knives either. We’ll get her picks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 3, 202244 min

The #1 Priority, an oversold bounce?, and software, soft pants & soft couches 6/2/22

The Fed is squarely focused on inflation, with Vice Chair Lael Brainard saying bringing it down is now the number one priority. But can the market weather a more hawkish Fed this year? And what does it all mean for the economy and labor market? We’ll discuss. Plus, stocks are turning higher after a brief bout of selling. Is this just an oversold bounce, or could stocks prove to be a haven in these inflationary times? We’ll debate. And, we’ll bring you the action, the story and the trade in Asana, Lululemon and RH 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.

Jun 2, 202245 min

From the Desk of Kelly Evans: Let the great QT begin 6/1/22

Kelly explains why the Fed has a tricky road ahead to navigate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 1, 20224 min

The Fed’s shrinking balance sheet, a mortgage meltdown, and dogs, devices & data 6/1/22

The Federal Reserve has officially begun the process of balance sheet runoff, starting with $47.5 billion one month from now. But even Chair Jerome Powell doesn’t seem sure of what the impact of this additional tightening will be. We’ll tell you all you need to know. Plus, new data shows mortgage demand has fallen to a 4-year low. Prices are still rising for now, but what if rates spike even further? We’ll explore. And, we’ll give you the action, the story and the trade in Chewy.com, GameStop and Public Storage 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.

Jun 1, 202245 min

Biden Meets with Powell, from “TINA” to “TARA,” and is the Consumer Confident? 5/31/22

President Biden meets with Fed Chair Powell for the fourth time since he took office to discuss how to tamp down inflation--this after the President laid out his plan to fight rising costs in an op-ed over the long weekend, which includes not meddling with the Fed. But what can actually be accomplished? We discuss. Forget the “TINA” trade, the new kid on the block is “TARA,” according to one strategist. Why he says there ARE alternatives to stocks out there and where he’s buying. Plus, the CEO of the Conference Board joins us on the heels of May’s Consumer Confidence print—we dig into the softening spending outlook and the surprising areas where Americans are cutting back. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 31, 202246 min

From the Desk of Kelly Evans: Inflation gets political 5/31/22

Kelly explains why the inflation situation is at a serious crossroads. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 31, 20224 min

“Value Man”’s Mid-Term Picks, The Stealthy EM Rally, and the Mall Name to Own 5/27/22

“Value Man” tells us the names he’s picking to weather both inflation AND a recession—and what’s behind his new nickname. And while the US markets were busy selling off, Latin American markets were busy posting gains, but is there more room to run? Plus a retail edition of three buys and a bail and our trader has the case for why you might want to own one of the mall names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 27, 202243 min

Dow on a winning streak, rockin’ retail, and a housing slowdown 5/26/22

Stocks are higher again today, a fifth-straight positive session for the Dow as it tries to stop an 8-week skid. We’ll look at what it tells us about the Fed and the market’s next move. Plus, retail is rallying hard today, with most of the S&P 500’s biggest gainers being consumer names. Did the markets overreact to Walmart & Target results? We’ll explore. And, while the retail picture is mixed, the housing picture is very clear. The real estate market is slowing fast, as low inventories and high prices persist. We’ll get the latest on the state of housing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 26, 202244 min

Housing slump, retail rebound, and soaring energy prices 5/25/22

Investors are still reeling from yesterday’s new home sales miss, as new data shows mortgage applications continue to decline as well. Could the housing slump lead the Fed to slow the pace of rate hikes? We’ll speak with an expert who says a hike-point hike now looks dicey. Plus, retail is rebounding today, and the back of solid results from Nordstrom and upbeat guidance from Dick’s Sporting goods. Was last week’s rout overdone? We’ll debate. And, natural gas and gasoline prices continue to surge, heading higher ahead of the holiday weekend. We’ll explore what it means for the economy and investors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 25, 202246 min

Recession obsession, social distortion, and Earnings Exchange 5/24/22

There are so many trouble spots in the market today, from Tech to Retail and even new home sales plunging. Are we headed for a recession? Or is this just a post-pandemic reset? We’ve got your playbook on what’s working right now. Plus, we’ll do a deeper dive on what’s ailing the social media space. If the Internet ad boom is near an end, what comes next? We’ll explore. And, we’ll give you the action, the story and the trade in Toll Brothers, Nordstrom and Dick’s Sporting Goods in our latest 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.

May 24, 202244 min

Recession fears overblown?, rising tensions, and cars, calls & computers 5/23/22

CEOs of some of America’s biggest banks are now saying recession fears are overblown. But former Fed Governor Lawrence Lindsey disagrees. He’ll us join to explain why. Plus, President Biden says he’s willing to use force to defend Taiwan. And China is reacting angrily, saying there’s no room for compromise on the issue. We’ll bring you the latest details. And, we’ll give you the action, the story and the trade in Zoom Video, Best Buy and two beaten-down auto parts retailers in our latest 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.

May 23, 202244 min

100 bps or bust?, Tech bargain bets, and 3 Buys & A Bail 5/20/22

We’ve officially hit a bear market, as the S&P 500 slides 20% from its record intraday high set back in January. Jim Cramer says Fed Chair Powell needs to go big, and he needs to do so now. We’ll explain why the case for further tightening still remains strong. Plus, it’s time to get into Tech, but not with the usual suspects. We’ll reveal three mid and large-cap names Goldman Sachs sys are buys right now. And, we’ll give you three names to buy, and one to avoid amid market volatility in 3 Buys & 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.

May 20, 202243 min

Wild swings, the retail rut, and chips, clothes & crops 5/19/22

The Nasdaq is trying to rebound after a 5% plunge yesterday, while the Dow is negative once again. We’ll speak with a 5-star fund manager who has 5 picks to weather macro headwinds. Plus, retailers with pricing power are outperforming, but no one seems to care. One analyst is even cutting estimates across the board – except for two names. And they might surprise you. And, we’ll give you the action, the story and the trade in Applied Materials, VF Corporation and Deere & Co. ahead of results in our latest 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.

May 19, 202244 min

Stocks Sell Off, Margins Collapse, and a Super Bubble? 5/18/22

An ugly session on Wall Street. Target logging its biggest earnings miss since 1996 just a day after Walmart had its worst trading day since 1987. We have the latest on the profit margin collapse and what it says about the strength of the consumer. Plus, an exclusive interview with famed value investor Jeremy Grantham. He warns that these declines are signs that the market overall has a lot further to drop. He also warns that inflation will be a problem for decades. And, transport stocks get hit hard with a gallon of gas averaging $4 dollars in every state for the first time ever. We look at whether there could be any relief in sight. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 18, 202254 min

Warning signs, metals melting, and a chip contender 5/17/22

Shares of Walmart are getting slammed, on pace for their worst day in 35 years after the CEO made some troubling comments about inflation pressures. Is this a warning sign that consumers are paying so much more for food that they won’t be able to afford other items on their shopping list? We’ll explore. Plus, we’re in the thick of red-hot inflation and a volatile stock market. So why are “safe haven” precious metals losing value? We’ll ask the CEO of Barrick Gold. And, chip stocks are higher today after AMD got an upgrade to “Buy” at Piper Sandler. We’ll speak to the analyst behind the call about why he sees 40% upside from here. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 17, 202244 min

Beaten down, bouncing back?, Crypto Crush, and Retail Results 5/16/22

Stocks are starting the week the same way they finished the previous 6: lower. We’ll look at some beaten-down stocks and as if now is the time to buy. Plus, Bitcoin is sliding again today, trading back below $30K. What’s going on in the crypto market, and why aren’t investors buying in? We’ll explore. And, as a big week of retail earnings kicks off, we’ll highlight Walmart and Home Depot 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.

May 16, 202244 min

Stocks rally, a Twitter saga twist, and the “4 D’s” 5/13/22

Stocks are rebounding today as they close out a brutal week. Everything from Large Cap Tech to crude oil surging higher. We’ll speak with an expert who says her client influents are up, and outflows are nearly nonexistent. We’ll ask which names she’s buying now. Plus, Elon Musk announced his deal to buy Twitter is on hold, only to say he’s “still committed” a short time later. We’ll bring you the latest details in the saga. And, we’ll highlight “4 D’s” – a defensive name, a dividend payer, a disruptor and a “disaster” -- in our latest edition of 3 Buys & 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.

May 13, 202244 min

From the Desk of Kelly Evans: Crypto has its 2008 moment 5/13/22

Kelly opines on the collapse in cryptocurrency prices. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 13, 20224 min

Crypto gets crushed, buy now & pay for it later?, and Bill Miller live 5/12/22

It’s shaping up to be another wild day for the markets, as the S&P 500 briefly touches its lowest level in more than a year. Legendary investor Bill Miller, who called the pandemic bottom on our show in March 2020, joins with advice on what to do right now. Plus, Bitcoin is reversing higher after briefly slipping below $25,000. Can you – and should you – still own it for the long run? We’ll debate. And, BNBL player Affirm reports results today. With shares down 85% this year, should you buy it now, or will you pay for it later? 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.

May 12, 202244 min

Peak Inflation?, Not-so-Stablecoins, and Mortgage Mayhem. 5/11/22

Another high inflation reading…will the Fed have to do more tightening than the market expects this year? We look at the potential fallout. Plus, Stablecoin “TerraUSD” broke its one-to-one peg to the dollar, plunging to as low as 26 cents. How did it happen and where do we go from here? And, as mortgage rates rise, so is the demand for riskier loan products. Adjustable rate mortgage applications hitting a 14-year high last week. The CEO of one of America’s largest lenders joins us with the trends he’s seeing and the implications for the housing market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 11, 202244 min

What to buy now, Peloton’s problems, and Earnings Exchange 5/10/22

The morning’s attempt at market rebound is fading, as the Dow erases an early 500 point gain and turns negative. What should you do as the markets try to find a bottom? We’ll bring you some stock picks. Plus, the wheels continue to fall off for Peloton, now down 85% this year. What can the company do to right the ship? We’ll explore. And, we’ll bring you the action, the story and the trade in Coinbase, Rocket Companies and Occidental Petroleum ahead of results on deck. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 10, 202244 min

From the Desk of Kelly Evans: Soaring rates and the next inflation problem 5/9/22

Kelly ponders what comes next 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.

May 9, 20224 min

Stocks extend losses, banking on Financials, and Earnings Exchange 5/9/22

There’s been no letup from the market selling pressure, as the Nasdaq falls to its lowest intraday level since November 2020. Are the markets stuck in this cycle until Fed Chair Powell gets more aggressive? We’ll debate, and tell you where to find value right now. Plus, Financials are falling despite rising rates. So what’s the disconnect? We’ll explore, and tell you whether or not you can still bank on this trade. And, we’ll preview three big names getting ready to report in Earnings Exchange, with XPO Logistics, Simon Property Group & Peloton results on deck. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 9, 202244 min