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The Exchange

The Exchange

1,736 episodes — Page 22 of 35

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

Markets in turmoil, checking the charts, and more jobs, more wages? 5/6/22

It’s been a roller coaster day for the averages, as the markets close out another volatile week of trading. We’ll cover a bunch of stock picks from every corner of the market, and debate where things go from here. Plus, we’ll take a hard look at the charts to determine whether we’ve gotten the “all clear,” or if the bottom is yet to come. And, we’ll check out the employment picture after another strong jobs report, and explore whether or not Fed Chair Powell needs to put bigger rate hikes back on the table. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 6, 202244 min

From the Desk of Kelly Evans: What are we even rooting for anymore? 5/6/22

Kelly explains why it’s getting increasingly difficult to react to economic data in this market environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 6, 20224 min

Tracking the market selloff 5/5/22

The averages are selling off in a big way, on pace for their worst day of 2022 and wiping out yesterday’s huge Fed-fueled relief rally. A 75 basis point rate hike might be off the table, but inflation certainly is not. We’ll cover all the angles, and tell you the best ways to make money right now as we try to make sense of this market, and whether or not the Fed is making a historic mistake. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 5, 202256 min

From the Desk of Kelly Evans: Everyone's confused about inflation (#teamfullpointhike) 5/5/22

Kelly explains why investors are concerned the Fed may not have been hawkish enough at the May FOMC meeting. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 5, 20225 min

Countdown to the Fed, go for Growth?, and ‘where in the world’ 5/4/22

We’re just one hour away from the Fed’s decision on interest rates, with a half-point hike expected to come. But how hawkish will the statement be? And what will Chair Powell say? We’ll cover all the market angles for you. Plus, as the Fed ramps up tightening and rates surge, it seems like the worst time to buy into Growth stocks. But we’ll ask an expert why he believes they’re starting to look attractive, and which headwinds he sees abating. And, it’s not just the U.S. -- central banks are raising rates around the world. We’ll take a trip around the globe looking for potential investing opportunities with longtime investor Mark Mobius. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 4, 202239 min

Fed, up!, Risky business?, and chips, cars & coffee 5/3/22

A half-point hike is what most are expecting from the Fed tomorrow, but one expert says don’t rule out a 75 bps hike down the road. She’ll join us to explain what else she sees ahead, and where you can find opportunities in the market in the meantime. Plus, as mortgage rates rise, riskier loans are making a comeback. How might this affect the market and economy moving forward? We’ll explore. And, we’ll bring you the story, the action and the trade in AMD, Lyft and Starbucks 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.

May 3, 202244 min

Opportunity in volatility, buying the tech wreck, and countdown to the Fed 5/2/22

It’s a new month, and investors are hoping a new start to a new market too. We’ll speak with an expert who insists we’re near the end of this selloff, and will explain why. Plus, we’ll highlight the “6 Pillars of Tech,” from software to 5G wireless. We’ll look at the ‘least bad’ names amid the wreckage and tell you how to trade them here. And, we’re just 48 hours away from a historic Fed decision. Everyone is expecting a half point hike, but David Zervos will explain why the Fed can’t afford to be complacent. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 2, 202242 min

50 points for sure?, Cathie Wood live, and 3 Buys & A Bail 4/29/22

Stocks are lower, with the S&P 500 on track to cap off its worst month since the pandemic first hit. And it comes amid another red-hot inflation reading. If you were hoping the Fed’s hawkishness was peaking, you might have to wait. We’ll explore what it means for markets and your portfolio right now. Plus, Ark Invest’s Cathie Wood joins us live to discuss some of the largest holdings in her Ark Innovation Fund, on the heels of beefing up her stake in beaten-down Teladoc. And, we’ll bring you a special “earnings hangover” edition of 3 Buys & A Bail, where we’ll tell you which stocks to scoop up or ditch after results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 29, 202244 min

A bold recession call, and big tech on deck 4/28/22

Stocks are in the green again today, despite a surprise drop in GDP. But it’s not last quarter that people are really worried about. We’ll check in with a seasoned economist who says there’s no way the Fed can pull off a soft landing here, and that the coming downturn will be worse than he thought, too. Plus, with how should investors trade big tech names ahead of Q1 results? We’ll give you the story, the action and the trade in Amazon, Intel and Robinhood 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.

Apr 28, 202239 min

No alternative?, chip wreck, and Earnings Exchange 4/27/22

Not only are stocks higher today, but the Dow is rising despite a huge drop in Boeing shares post-earnings. But the S&P 500 is still down 6% in the past week. Are U.S. stocks no longer the best game in town? We’ll explore. Plus, looming China Covid lockdowns mean the chip shortage could get worse before it gets better. We’ll tell you who’s most exposed. And, earnings have been all the difference in this market. We’ll look at Meta, Pinterest and Teladoc ahead of results after the closing bell today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 27, 202245 min

Another ugly day, how many hikes?, and Earnings Exchange 4/26/22

Stocks are selling off once again today. Yesterday they turned positive in afternoon trading, but today looks like a different story. We’ve got all the angles covered. Plus, while some experts are calling for a recession, others are saying the Fed isn’t tightening enough. We’ll explain why new economic data has some calling for even more hawkishness. And, the Nasdaq is down nearly 3% with a host of big tech earnings on deck. We’ll highlight Alphabet and Microsoft 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.

Apr 26, 202246 min

Driving the action, Fast Fed, and the busiest week of earnings season 4/25/22

Stocks and yields are dropping in tandem today, while oil falls as Covid spreads in China. We’ll look at the early fallout, and the ripple effect from the surging U.S. dollar. Plus, all of this is happening amid the fastest Fed tightening cycle in 40 years. Will it be forced to back off those plans, or is this action actually helping achieve its goals? We’ll explore. And, the busiest week of earnings season is now underway. We’ll take a look at General Electric, 3M and Whirlpool 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.

Apr 25, 202245 min

Fed fallout, gaining altitude, and big tech on deck 4/22/22

Stocks are selling off sharply as yields rise, a day after Fed Chair Jerome Powell signaled a 50 basis point rate hike is on the table. We’ll cover all the angles. Plus, not every sector is down today. Airlines have been a key outperformer, and one analyst says there’s still more upside to come. He’ll join us to explain why. And, with big tech earnings on deck next week, we’ll look at three names to buy and one name to bail on in the space ahead of upcoming results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 22, 202244 min

Rate hike hint?, a streaming sea change, and camera, consumers & crude 4/21/22

We’re moments away from hearing Fed Chair Jerome Powell speak live at the IMF roundtable. Will he solidify the case for a 50 basis point rate hike in May? We’ll bring you in as he speaks. Plus, a day after Netflix plunged on major streaming changes, there’s word that CNN+ is shutting down less than a month after launching. We’ll have the latest details. And, we’ll bring you the story, the action and the trade in Snap Inc., American Express and Schlumberger 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.

Apr 21, 202249 min

What’s next for Netflix?, oil spillover and cars, planes & metal 4/20/22

If you thought the action in Netflix looked bad last night, it’s even worse today – now down 37%, and dropping below $100B market cap. Is it too late for the streaming pioneer to turn things around? We’ll talk to the analyst who called this one right -- Needham’s Laura Martin. Plus, is what’s bad for Netflix good for other parts of the market? We’ll speak with an expert who says this makes him even more bullish on energy now. And, we’ll give you the story, the action and the trade in Tesla, United Airlines and Alcoa ahead of results after the closing bell today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 20, 202244 min

From the Desk of Kelly Evans: What's going on with commodities? 5/19/22

Kelly explains what commodity prices are signaling about the economy 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.

Apr 19, 20225 min

Fed up with inflation, unmasked, and the defense trade 4/19/22

Stocks are on the rise, despite yields surging higher once again. Is the market rally just a head fake? We’ll debate. Plus, it’s a big win for the airline industry now that mask wearing is optional on flights. But is there more turbulence ahead? We’ll explore. And, the CEO of Lockheed Martin joins us to talk earnings, supply chain and the company’s talks with the Pentagon about sending weapons to Ukraine. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 19, 202244 min

Go for growth?, rising rates and off the grid 4/18/22

The 10-Year Treasury Yield just hit 2.88%, the highest level we’ve seen since 2018. That means mortgage rates aren’t done going higher, either. And as for stocks? We’ll speak with an expert who says you should dump growth and go for dividend payers right now. Plus, we’ll tell you three Tech stocks to buy and one to avoid in a “rising rates” edition of 3 Buys & A Bail. And, we’ll take a look at the missing link in the clean energy revolution: the power grid. We’ll give you some under-the-radar plays to cash in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 18, 202244 min

Recession protection, making money in mortgages and 3 Bails & A Buy 4/13/22

More than half of Americans believe we’re heading into a recession. And if history is any guide, they’ll likely be proven right. But that history doesn’t include inflation spikes like the one we’re seeing now. We’ve got stock picks for whichever type of market you want to bet on. Plus, as rates rise and the mortgage market slows, we’ll speak with the CEO of Rocket about how his company can make money in this environment. And, our trader is worried about earnings season, seeing potential destruction ahead for some stocks. We’ll get her 3 “Bails” and one “Buy” for investors here. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 13, 202244 min

Inflation peaking?, the box office battle, and Banking, Bedding & Boarding 04/12/22

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Inflation just hit a new 40-year high, and the market seems to think the worst of it might be behind us. But is that sentiment premature? And will it change anything when it comes to the Fed’s tightening plan? We’ll discuss. Plus, we’ll speak with the CEO of Paramount Pictures about the box office, streaming wars and if there’s more room to run in the stock. And, we’ll bring you the action, the story and the trade in a big bank, a beaten-down retailer and an airline all set to report 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.

Apr 12, 202244 min

Not so fast?, Musk’s next move, and a new hot spot? 4/11/22

Yields are spiking around the globe, and that continues to be a huge headwind for Tech. The Nasdaq is now down 1,000 points in the past week. But is talk of a recession premature? We’ll speak with an analyst who says even the downturn in the transport stocks isn’t as bad as you might think. Plus, Elon Musk’s Twitter saga has taken a new turn, as he won’t take a seat on the board after all. So where do we go from here? We’ll explore. And, as China’s Covid lockdowns grow, will American companies look to move manufacturing operations elsewhere? We’ll look at the fallout. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 11, 202244 min