The Exchange

Kelly explains why the biggest challenge right now is the economy running "too hot," not "too cold." 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 hit all-time highs for the Dow, S&P and Nasdaq, while bond yields are taking a breather today. But this is a big week that could test the bulls with earnings, a Fed decision and the October jobs report. We’ve got you covered. Plus, in today’s Earnings Exchange: we’ll bring you the moves, the stories and the trades in NXP Semiconductors, Clorox & Avis Budget after the bell. And, are we plunging head first into a nightmare travel season? We’ll give you the latest on the lines and cancellations across the country. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why Volvo’s IPO will be a tell about the future of the auto industry. 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 reversing higher, even after Apple and Amazon both failed to inspire investors with their earnings. And the Nasdaq and S&P 500 just hit fresh record highs, even as earnings season remains a mixed bag. We’ll cover all the angles. Plus, the FDIC is considering how it can allow traditional banks to hold cryptocurrencies on their balance sheets. We’ll dive into the details. And, celebrity chef Bobby Flay joins to weigh in on food prices, labor costs, supply chain struggles and his latest venture: cat food. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The White House just announced details of its $1.75 trillion dollars social spending and climate bill. We’ll tell you what’s actually in it, what’s not, how it’s going to be paid for and whether it has enough support to pass. Plus, we’ll speak with two prominent CEOs to get their take on the economy, the labor shortage and inflation. And in today’s action-packed Earnings Exchange: we’ll look ahead to Apple & Amazon on deck, and Exxon Mobil & Chevron reporting tomorrow. 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 hovering near record highs, and one strategist says he’s looking to some beaten-down names like Boeing & Facebook to find more gains. He’ll explain what’s got him looking past the negative headlines, and seeing potential upside for both stocks. Plus, JetBlue just beat analyst estimates, but issued weaker-than-expected guidance for next quarter citing fuel and labor cost pressures. We’ll speak with the CEO. And, some big names report earnings after the bell today. We’ll bring you the action, the story and the trades on Ford, eBay and Sunnova in today’s 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.

Consumer confidence is bouncing back, as earnings season starts off hot, the housing market is strong and a potential stimulus deal is around the corner. Do the markets have a green light for gains for the remainder of 2021? We’ll ask the experts. Plus, as earnings season ramps up, we’ll bring you the action, story and trade ahead of three key reports: Microsoft, Alphabet & Robinhood. And, as the White House explores way to pay for its multi-trillion dollar spending plan, Janet Yellen says she supports an unrealized capital gains tax on billionaires. Good or bad idea? 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.

Facebook is under fire, facing criticism on multiple fronts. Should Mark Zuckerberg and Sheryl Sandberg step aside and let new leadership in? We’ll debate. Plus, Jack Dorsey says hyperinflation has arrived, while Janet Yellen says inflation will normalize next year. Who should you believe? We’ll dive in. And, as disruptors like Warby Parker, Allbirds and Rent The Runway hit public markets, are they friend or foe to traditional retail? 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.

Snap got slapped by Apple’s new rules, and Facebook is sinking as a result. While Intel came up short again, and Beyond Meat is getting grilled on lower outlook. We’ll bring you all of these rocky results. Plus, the Fed has a new set of rules for trading. Is this an acknowledgement of guilt, or does it help Jerome Powell’s case for reappointment? We’ll debate. And, in today’s Rapid Fire: we’ll highlight the company set to take former President Trump’s social media platform public, which has soared 1,000% in just two days. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil and metals are lower today, on pace for their worst day since August. But crude is still up more than 15% in the past month. Should investors stick with the commodities craze? We’ll give you the best plays that are out there right now. Plus, Alaska Air returned to profitability last quarter as both business & leisure travel picked up. But will rising fuel prices hit carriers next quarter? We’ll ask the CEO. And, shares of footwear phenom Crocs are climbing on a big earnings beat. We’ll ask the CEO how it’s navigating supply chain disruptions despite its Vietnam facilities being temporarily shuttered. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Legendary investor Paul Tudor Jones just sounded the alarm on inflation, saying it could be worse than we originally thought. So why do stocks keep rallying? We’ll debate. Plus, is PayPal courting Pinterest? As the two companies reportedly hold merger talks, we’ll explain why this seemingly odd pairing actually makes sense for both sides. And, in today’s Rapid Fire: we’ll spotlight how Netflix is sliding, Facebook is rebranding and why retailers are panic buying. 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 nearing all-time highs once again, with the Dow and S&P 500 both within 1% of their records. Yet big fund managers are now the most bearish they’ve been in some time. We’ll look at what that means for the market. Plus, Bitcoin is just shy of its own record high, reaching its highest levels since April as the first ever bitcoin futures ETF begins trading. We’ll bring you all the details. And, in today’s Rapid Fire: which retailers can weather supply chain snarls, the company that could be the next meme stock and Goldman’s new conviction buy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why Tesla is quietly becoming ubiquitous, both on Wall Street and on Main Street. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bond yields are on the rise as “stagflation” worries grow. Just how worried should equity investors be? We’ll ask the experts. Plus, we’ll bring you all the headlines from Apple’s latest event, where new AirPods and Macbooks powered by Apple’s new chips are expected. And, in today’s Rapid Fire: some bullish analyst calls into earnings season, including what Wall St. is saying about Netflix, Chipotle and Facebook. 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 back near all-time highs, but one strategist sees a wage-price spiral developing. His picks to weather that pressure. With crude perched above $81 a barrel, Bank of America sees bearish technical signals in oil, but is getting bullish in the metals space. And with just a little more than two months left in the year, KPMG’s Global Head of M&A tells us why 2021 could be a record breaker. Plus, a ‘future of’-edition of Rapid Fire. We look at what’s next for movies, transportation, climate change…and snacking. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lower jobless claims and lower inflation are pushing stocks higher today, as better-than-expected economic data fuel a rally. But is it too soon for investors to put fears aside? We’ll ask the experts. Plus, one analyst got an up close look at the inner workings of some discount retailers. She’ll explain why it led her to cut ratings on their stocks. And, when items are in short supply, who gets the product? Brick & mortar, or online retailers? We’ll talk to the Overstock.com CEO about the supply chain crunch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow and S&P are on pace for their fourth straight day of losses, with the latest Fed minutes just moments away. We’ll speak with an economist who sees things getting “M.E.S.S.I.”, and he’s not talking about the soccer star. Plus, if semiconductors are in short supply, why aren’t the chip stocks performing better? We’ll ask a top analyst in the space. And, in today’s ‘supply chain’ edition of Rapid Fire: Wall Street is placing bets on who will weather the storm, and who won’t be so lucky. 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 market not bottomed yet? One portfolio manager says it’s only about halfway through after yesterday’s selling into the close. He’ll join us to give his names to buy in what he’s calling the “challenging road ahead” for equities. Plus, Boeing’s sales continuing outpacing cancellations, but manufacturing problems still plague one of its flagship models. We’ll explore whether it can regain its footing. And, in today’s Rapid Fire: analysts are saying “buy this, not that” in a number of industries including gambling, pharma and tech. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

It took 226 trading days for the markets to register a 5% pullback. So why are some analysts actually welcoming the recent selloff as a good sign? We’ll explain. Plus, we’ll speak with the CEO of Barnes & Noble about why there’s now a shortage of books, and what that means for your holiday shopping plans. And, in today’s Rapid Fire: we’ll look at why Apple, Disney and even James Bond himself can’t escape from major issues plaguing their stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The economy only added 194,000 jobs in September, well short of estimates and in spite of enhanced unemployment benefits ending. But there are millions of jobs openings, so why aren’t more roles being filled? We’ll explore it that means for stocks, bonds and the Fed taper too. Plus, we’ll speak with a Tesla analyst who says he’s bullish on the stock because he believes the company’s brand & ecosystem are “Apple-esque.” And, we’ll explain why one brokerage is cutting Home Depot & Lowe’s despite the housing & home improvement markets still being red-hot. 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 rallying today as the drama in DC lifts. The Dow has surged 1,000 points from yesterday’s low. But what happens come December when we have to raise the debt limit again? We’ll explore. Plus, soaring energy prices are typically seen as an economic threat, but some things have changed. We’ll explain who will bear the brunt of price spikes. And, we take a trip around the world to illustrate exactly what’s broken across each step of the global supply chain. Don’t miss our CNBC special report. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stock’s can’t seem to string together a rally, with energy concerns and slowing growth sending the Dow lower again. We’ll ask the experts how you should react, and where the opportunities are in the market right now. Plus, President Biden is meeting with CEOs and business leaders to discuss the debt limit. We’ll bring you the event live. And, in today’s Rapid Fire: turbulence for airlines, cotton’s price surge and Amazon’s big bet on gaming. 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 bouncing back after yesterday’s selloff. Should you race to buy what’s left of the dip? We’ll debate. Plus, Bitcoin soars back above $50,000 as money continues flowing into crypto. Are signs pointing to an even bigger rally? We’ll explore. And, yesterday’s Facebook outage shows just how much we depend on the platform to connect. Kevin O’Leary joins to explain whether it’s a friend or foe to small business. 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 resuming their slide once again today, with Tech leading the declines. We’ll dissect the recent downturn to look at what’s causing it this time, and debate whether or not we’re in for a Q4 to forget. Plus, the chase is on for energy gains as the sector bucks the downtrend. Will its winning streak continue? We’ll ask the experts. And, a rough day for Facebook, as shares pull back after some negative publicity, plus service outages for WhatsApp & Instagram too. We’ll bring you all the details. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Merck just created a major breakthrough in the fight against Covid-19 – a pill that cuts hospitalization rates. We’ll bring you the latest details. Plus, auto sales continue to sink as a lack of inventory continues. We’ll talk about the impact of the chip shortage with former Nissan CEO Carlos Ghosn. And, in today’s Rapid Fire: a safety pick, a major tech merger gets axed, a settlement with ‘Scar-Jo’ and all-you-can-eat movie theaters. 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 now movement to reach a deal to avoid a government shutdown, just hours before the deadline. But Washington isn’t out of the woods yet. We’ll bring you latest details on the budget wrangling as they happen. Plus, there seems to be a shortage of everything lately, and that includes paper. The CEO of Shutterfly joins to discuss how it’s navigating supply chain woes. And, China just ordered state suppliers to secure energy at any cost as winter approaches. We’ll tell you all you need to know in a special ‘Energy Edition’ of Rapid Fire. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jerry Castellini of CastleArk warns the world economy is heading for a “collision course with commodities,” as prices in everything from oil to cotton soar. He’ll join us with several ways that investors can hedge – and even benefit from – this growing trend in the market. Plus, trucking companies are desperately looking to hire as a driver shortage hits Europe. We’ll speak with the 2nd-biggest trucking broker about how to fix it. And, in today’s Rapid Fire: Netflix goes for gamers, Affirm goes crypto, Lucid goes luxury and Macy’s goes after Amazon. 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 sliding today, with tech names dragging down the broader markets as Treasury yields trade near three-month highs and lawmakers in Washington continue their budget stalemate. And with a rising number of Fed vacancies, what might it mean for the central bank’s policy? And does it explain rising rates & the steepening yield curve? We’ll cover it all. Plus, soaring Nat Gas prices are causing more trouble in the UK and reverberating across the globe. We’ve got the latest details and the impact it could have here at home. And, Treasury Sec. Janet Yellen just issues a dire warning, saying if we don’t raise the debt ceiling, our country could face a financial crisis and a recession. 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 gas crisis in the UK, debt problems in China and an imminent government shutdown here at home are just a few headwinds right now. Is the recent rebound in stocks really just setting a trap for investors? We’ll ask our market experts. Plus, Stifel’s Brian Gardner says the risk of a shutdown in Washington is on the rise as the chance of a debt default decreases. He’ll join us to explain. And, in today’s ‘Retail Edition’ of Rapid Fire: empty store shelves, a big bet on beauty and a rare negative call on Amazon. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China is moving against cryptos yet again, banning all but ownership. Is this a long-term headwind for bitcoin, or actually a buying opportunity? We’ll explore. Plus, we’ll speak with a money manager who says she’s looking for “Goldilocks stocks” right now as volatility picks up. She’ll give us her 3 names to own. And, while the company appeared to have everything under control publicly, new documents show panic at Robinhood during the height of “Meme Mania.” We’ll explain. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks & bonds are rallying in unison, with the averages turning positive for the week. Is it the Fed? China? Or Washington? And most importantly, should investors chase this move? We’ll debate. Plus, there’s an under-the-radar transportation play that Morgan Stanley says could rally 50%. We’ll speak to the analyst behind the call. And, Doordash is quietly becoming a force to be reckoned with, up 50% this year. Can they keep it up? We’ll explore in today’s Rapid Fire. 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 moments away from the latest Fed decision, and we’ve got an all-star panel ready to cover every angle. In today’s Rapid Fire, we’ll talk taper, yields, and most importantly: what does it all mean for stocks? Plus, while the Fed argues inflation is transitory, General Mills disagrees. We’ll explain why the consumer staple giant sees rising costs ahead. And, Robinhood is caving to public pressure and changing the way it deals with cryptocurrencies. We’ll bring you the key details Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why "financial speculators" are in the driver’s seat when it comes to energy prices. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains how ESG investing actually begins with changing our own behaviors first. 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 rallying and trying to hold their gains after yesterday’s big selloff, while Bitcoin is trying to avoid more losses. Which asset class is better positioned to ride out this volatility? We’ll ask our market experts. Plus, Europe is in the midst of an energy crisis. Could it happen here? And what does it mean for stocks? We’ll explore. And, will China be able to control the damage from an eventual Evergrande collapse? We’ll explain what’s at stake, and who’s most vulnerable 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.

Stocks are sliding amid turmoil in China leads to a selloff in global risk assets. We’ll dig into the market’s September swoon, and cover all angles of today’s selloff. 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 starting to worry about Washington. Will the debt ceiling debate and tax hikes be what stops this rally? Plus, SPACs have had a spectacular meltdown since being all the rage earlier this year. And though it was a big year for IPOs, it wasn’t a great one, especially for some of the biggest names. And the government reportedly trying to fight back against hackers by hitting them where it hurts: their crypto wallets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Sachs is launching a new actively-managed ETF today aimed at smaller, emerging tech firms. Can they rival the success of Cathie Wood’s Ark Invest? We’ll speak with one of the managers about Goldman’s vision of the future. Plus, NYU’s Aswath Damodaran says ESG investing is a waste of time, and is doing more harm than good. He’ll join us to explain why. And, America’s best-selling truck is going electric! The first electric Ford 150 Lightning trucks are leaving the factory today, and we’ll give you all the details. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why Apple’s annual product launch no longer holds the cache it once did. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big tech, ride hailing, education, real estate and now casinos are the latest industry to get crushed as China’s regulatory crackdown intensifies. Will it ever end? We’ll explore what it means for investors, and what Bridgewater’s Ray Dalio says is the key point to remember. Plus, we all know the EV market is growing, but which company is going to win the race? We’ll speak to an analyst who will give us his top pick. And, CEOs of big businesses haven’t been shy about supply chain headwinds. But what about the small businesses that don’t have the same resources? We’ll focus on them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple is expected to unveil a bunch of new updates today, including a new iPhone. Will it be enough to get people to buy it? We’ll explore. Plus, we’ll speak with a fund manager who says pandemic outperformers may once again lead the next market leg higher. And, shares of uranium mining firms have gone “nuclear” in the past 24 hours. Is this the next hot trade? We’ll explain. 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, but the Nasdaq is in the red over the past week as tech struggles to stack gains. We’ll speak with a portfolio manager who says Amazon, Google and Facebook are actually undervalued right now. Plus, there are only 100 shopping days left until Christmas. Former Saks CEO Steve Sadove joins to explain why only half of them might actually be useable. And, in today’s Rapid Fire: China’s crackdown continues, “old” tech is hot again and what’s the next trade for Apple? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

After another hot inflation reading, one thing is certain: the debate over inflation is not proving to be transitory. The hawks point to the surging cost of food, freight & restaurants, while doves point to other categories being muted. We’ll debate the lasting impact of inflation. Plus, a new tax proposal is making its way through Washington, and it’s aimed at stock buybacks. Will it pass, and would it wreck the market rally? We’ll explore. And, shares of Lovesac were already soaring this week, and it just got another big boost from earnings today. We’ll speak with the CEO about what’s ahead. 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’s recent losing streak has investors wondering – do you stick with what’s been working, or start to get defensive? We’ll speak with a fund manager who has three names he thinks will continue to stack gains into the end of the year. Plus, Cheniere has been on a roll, and just announced it will be paying its first dividend in company history. But could surging natural gas prices spoil its run? We’ll ask the CEO. And, Academy Sports is down big today despite what its CEO called the “best earnings” in company history. Is this as good as it gets? 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.

Kelly explains the crucial differences in clean energies, and why solar may soon lead the way. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly points out signals of upward pressure in the energy market that could hit consumers right in the wallet. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

‘Be greedy when others are fearful, and fearful when other are greedy.’ It’s an old market trope, but are we in this cycle? The bears may be coming out on Wall Street lately, but we’ll speak with one strategist who says now is definitely the time to be greedy. Plus, some Wall Street heavyweights are weighing in on the merits of investing in China. Is it a threat or opportunity for investors? We’ll debate. And, speaking of greed, greed is out and doing good is in when it comes to the next wave of IPOs. But will that strategy pay off? 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.

As the Dow and S&P slide today, Morgan Stanley is taking U.S. equities to underweight. They’ll join us to explain the bold call. Plus, President Biden’s tax plan includes more than 80 hikes and changes, but only three raise the most money. We’ll break them down for you. And, the 2021 NFL season kicks off this week, and a number of betting names to could benefit in a big way. We’ve got your stocks to watch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

August’s disappointing jobs report exposed a clash between slowing jobs growth and rising wages. But another clash is brewing as well, between the confidence of consumers and CEOs. Does one explain the other? We’ll ask Conference Board CEO Steve Odland. Plus, in the aftermath of Hurricane Ida, are insurance premiums about to spike? We’ll explore the storm’s full impact, and what happens if these weather events become increasingly ‘normal.’ And, activist investing firm Engine No. 1 is reportedly revving up to take on another big oil producer. We’ll explain the high-profile fight that could be shaping up. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why the shift toward electric power isn’t as clean as you might expect. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.