The Exchange

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

As inflation pressures have eased, the Bulls have taken over Wall Street. But one strategist says ‘hold on’ – inflation will be stubbornly persistent, and growth stocks will come back down to Earth. He’ll explain why. Plus, we’ll dig into some of the biggest media headlines of the day, and explain what they could be telling us about where the world of entertainment is heading. Ed Lee of The New York Times joins us. And, Lido Advisors’ Gina Sanchez joins with a Consumer Edition of ‘3 Buys & A Bail.’ She’ll reveal which name she thinks is crushing it on all fronts right now – and will continue to for investors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Has the rally run out of steam? The answer may be ‘yes’ based on what we’re seeing in the Options market. We’ll look at what’s going on, and where the opportunities are right now. Plus, what’s the plan for Apple’s ad ambitions? Who are the winners and losers? And how might it affect iPhone users? We’ll tackle all of these questions and more. And, the earnings parade continues with Deere, Applied Materials and Foot Locker on deck. We’ll bring you the action, the story and the trade in all 3 of them 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.

Stocks are pulling back today, with the Nasdaq getting hit the hardest. But that’s because it’s had the biggest bounce back. That includes Apple, which is up 32% in just 2 months, and only 5% off its all-time high. But one Technician says its run is done. We’ll debate that take. Plus, we’ll try to make sense of some conflicting economic data, with some signaling ‘recession’ while others show the opposite. How will the Fed react to it all? We’ll explore. And, we’ll bring you the action, the story and the trade in Cisco, BJ’s Wholesale and Kohl’s 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.

Inflation is coming off the boil, the consumer is holding up ok, and the market has been rallying. So that’s all good, right? Maybe not. We’ll look at why and where to find value in case this isn’t the start of a new bull market. Plus, China is trying to revive its economy and jumpstart population growth. But Niall Ferguson warns that growing at all costs could come at a big price. He’ll join us to make his case. And, more cracks are forming on the housing front. We’ll tell you what they are, and what it means for the economy in the back half of the year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are pausing today after a huge rally off of the June lows, as Chinese & U.S. economic data both weakened more than expected. Is the market rally durable or not? JPMorgan and Morgan Stanley have differing views, and we’ll get both of their takes. Plus, we’ll examine those signs of weakness in the Chinese economy. We’ll take a hard look at the impact here & abroad. And, two huge retail names report results tomorrow morning. We’ll give you the action, the story and the trade in Walmart & Home Depot 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.

The market is on pace to close out its first 4-week winning streak since the peak last September. The Nasdaq is now up 20% from the June lows, and we just got optimistic consumer data. We’ll explore whether the rally can hold. Plus, we’ll get a trader’s take on how to play this rally amid rising rates. And, a historic drought is plaguing Europe, and rivers are so low, ship can’t pass through with food & fuel. We’ll get a live report on this dire situation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

We just got another lighter-than-expected inflation reading. But is it enough for the Fed to change course? And which course would keep the Bulls in charge? We’ll explore. Plus, we’re learning more about the rise – and the risks – of single-stock leverages ETFs. Former Nasdaq CEO Bob Greifeld will join us with his take on them. And, we’ll give you the action, the story and the trade on Rivian, Poshmark and Toast – and how to position on all 3 – 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.

The good news: stocks are surging on a lighter-than-expected inflation report. The bad news: we’re seeing the weakest productivity growth for any expansion in post-war history. What does it all mean? We’ll explain. Plus, we’ll bring you the story, the action and the trade in Disney, Bumble and Canada Goose ahead of results on deck in Earnings Exchange. And, Carter Worth called the top for Energy back in May when he went short on the XLE and long on the broader market. He’s closing that position today, and will join us to reveal where he’s investing next. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meme stocks are making a comeback, with Bed Bath & Beyond doubling since August, and AMC Entertainment up 50%. It’s a headache for the shorts, but is this actually a good sign for the markets? And where’s all the cash coming from this time? We’ll explore. Plus, the Chips Act is now signed into law. And yet the Chip stocks are tumbling for a second straight day. We’ll talk to one of the key Senators involved about how soon & how much it will actually help U.S. chip makers. And, some big movers are about to reporter their results. We’ll bring you the story, the action and the trade in Coinbase, Roblox and Wynn Resorts 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.

Stocks have turned lower, giving up the morning’s big gains even after the S&P hit a key technical level. Is it Nvidia’s fault after it pre-announced a revenue miss for Q2? We’ll explore. Plus, should the Fed just sit back and let the job market rip – or should they hike even more aggressively? We’ll debate which response is right following Friday’s red-hot jobs report. And, the Democrats are close to a historic win on climate and tax hikes with the Inflation Reduction Act. Could it propel them to a victory in the Midterms? We’ll discuss. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A big surprise on the labor front, as the July jobs report came in much hotter than expected. So will the Fed ramp up rate hikes to help tame inflation? We’ll explore. Plus, consumers are spending big money on experiences, which helped Live Nation report a record quarter. The President & CFO joins us to discuss consumer trends post-pandemic. And, mortgage lenders have been hit hard by rising interest rates, and now there could be big a shakeout coming in the industry. We’ll bring you the latest details. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As inflation sits at 40-year highs, the CEOs of Papa John’s and e.l.f. Beauty join us to discuss spending trends they’re seeing, and how it’s impacting their bottom lines. Plus, after holding the top spot for months, Tech hiring has slowed down significantly. So which industry takes the top spot now? The CEO of Recruiter.com joins us to ahead of tomorrow’s big jobs report. And, Needham’s Laura Martin says advertising will big Apple’s next big revenue stream. She joins us to make her case, and explain what kind of upside for shares she sees ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech is leading the market’s gains today, as investors digest more Fed speak, earnings & economic data. But could the bounce be short-lived? We’ll look at 3 names poised to keep the gains going. Plus, how likely is a cyber attack against the U.S. in response to Speaker Pelosi’s trip to Taiwan? We’ll speak with a cyber security expert who expects China’s response to be “big.” And, we’ll give you the action, the story and the trade in Lucid, Sunrun and Hostess Brands 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.

Despite coming off the Fed’s second 75 bps rate hike in a row, and just 3 days ahead of the July jobs report, San Francisco Fed President Mary Daly said there’s still “a long way to go” in the fight against inflation. We’ll explore what she says needs to happen. Plus, with inflation at 40-year highs, consumers are searching for any way to save right now. We’ll speak to the CEO of Misfits Market – which offers surplus produce and groceries at a discount – about the trends he’s seeing in the marketplace. And, we’ll give you the action, the story and the trade in AMD, Starbucks and PayPal 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.

Banks historically do well in a rising rate environment, and this time around, regionals are the outperformers. We talk to the CEO of Texas-based Frost Bank about the activity he’s seeing and why he thinks inflation has peaked. And, Uber results are on deck…why share price could double over the next year. Plus, housing data firm Black Knight reporting home price appreciation posted its biggest monthly drop ever in June, what that means for both buyers and sellers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

GDP has contracted for the second straight quarter, but a recession has yet to be officially declared. Are investors focused on the wrong thing—and how should they position now? Amazon, Apple and ads—we parse the big trends in teach earnings and what those results reveal about the economy. And 3 Buys and a Bail: Food Edition. We head to the heartland where one trader is making big bets on agriculture…and shunning one delivery service. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Biden takes a victory lap with the surprise legislation from Democratic Senators Manchin and Schumer. Royal Caribbean CEO Jason Liberty discusses his take on second quarter strength, and why travelers are back on the high seas. Plus, Secretary Janet Yellen delivers remarks on the economy from the Treasury Department. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

With just an hour away until the Fed decision, we discuss what Powell’s gotten right, what he’s gotten wrong, and whether or not its rapid rate hikes are a huge policy mistake. And as pending home sales in June fell 20% compared to the previous year, the CEO of the country’s largest builder weighs in on the impact of the cooling housing market on her bottom line. Plus—ads, autos, and appliances. We get the trade on Meta, Ford, and Stanley Black and Decker ahead of earnings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.