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The Exchange

The Exchange

1,707 episodes — Page 27 of 35

Another trillion dollars, hacking’s “holy grail” and the mandate debate

Another trillion dollars is about to be pumped into the economy via the new bipartisan infrastructure bill. But what is all of this government spending doing to the national debt? We’ll ask the Director of the National Economic Council. Plus, China-backed hackers reportedly compromised 5 major telecom companies. We’ll talk to a cyber expert who’s calling it the “holy grail” of espionage. And, mask mandates are making a comeback, with vaccine mandates on the rise too. We’ll speak with a company trying to make this “new normal” easier for workers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 3, 202143 min

China’s IPO crackdown, ‘Help Wanted’ and running out of rubber

China’s crackdown is costing its own companies $1 trillion in market cap. But now it wants to work with the SEC on IPOs. Does that mean there’s more value than expected in Chinese-listed companies right now? We’ll explore. Plus, the labor shortage is hurting most industries, but it’s coming at a critical time for cyber security. Is the U.S. vulnerable to attacks? We’ll debate. And, Bridgestone CEO Paolo Ferrari joins to discuss his company’s path forward, and how it’s attempting to innovate its way out of a rubber shortage. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 2, 202143 min

Correction coming?, oil’s well at Chevron, and China in a class of its own?

Legendary investor Howard Marks of Oaktree Capital joins us with his take on the economy, markets and inflation. Does we agree with Scott Minerd’s bold call that a big market correction is coming? We’ll ask him that, too. Plus, Chevron is having a stellar year as the energy sector outperforms. We’ll speak exclusively with its CEO about earnings, ESG and more. And, should China be considered a separate asset class from the rest of the world? We’ll look at what’s at stake as regulators crack down. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 30, 202143 min

Robinhood’s big debut, mall momentum & drink up!

Shares of Robinhood begin trading on the Nasdaq after pricing on the low end of its IPO range. We’ll cover all the details, including questions about its future, its ongoing legal battles, payment for order flow & much more. Plus, Kimco Realty -- one of the nation’s biggest mall operators -- just reported a bounce back in occupancy rate & hiked its 2021 outlook. We’ll speak with the CEO. And, the CEO of Molson Coors joins to discuss its big sales growth this quarter, the pulse of the consumer and where inflation is starting to creep in its business. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 29, 202145 min

Fed decision on deck, Pfizer CEO exclusive and a big tech check

We’re just an hour away from the latest Fed rate decision, and it’s all about the two ‘T’s’: Transitory & Tapering. We’ll bring you full Fed coverage from every angle, and lay out everything in detail from timing to yields, and Chair Jerome Powell’s future. Plus, we’ll speak exclusively with the CEO of Pfizer about the company’s big profits, future sales forecast and what to expect from the next wave of Covid. And, we’ll take a hard look at what to expect from two of the best-performing tech stocks this year: Facebook & PayPal. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 28, 202141 min

From the Desk of Kelly Evans: The Cost of Having Kids

Kelly explains why the rising costs of college, health care and other expenses today could have a huge impact on the number of available workers to fill the labor force in years to come. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 28, 20213 min

A change in narrative?, China & your money and ETFs exposed

Just as earnings season was set to change the market narrative, the CDC is expected to recommend more mask wearing as the Delta variant spreads. Is this a blip on the economic radar, or something much more drastic? We’ll ask our market experts what it means for you and your investments. Plus, just because you don’t own a Chinese ETF doesn’t mean the crackdown there won’t impact your money. We’ll explain what’s at risk right now. And, in today’s Rapid Fire: China’s crackdown leaves ETFs exposed, Elon Musk takes aim at Apple and BofA forecasts a late summer surge in lumber prices. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 27, 202144 min

On the brink of a breakout?, your ‘single money app’ and the China crackdown continues

If you missed out on the record-setting rally, don’t worry. One strategist has three names for you that could be on the brink of a breakout. Plus, the countdown is on to Robinhood’s long-awaited IPO. We’ll bring you the latest details, including its quest to become your “single money app.” And, in today’s Rapid Fire: the China crackdown continues…why Gap could rally 44% from here…and why investors are betting big on language. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 26, 202143 min

Value Over Growth, The Street Likes Coffee and Energy Drinks, and Powell at Risk?

A five star fund manager weighs in on the week’s rally and digs into the names he ‘loves.’. J.P. Morgan’s Michael Feroli on why Chair Powell could be at risk of being a one-term Fed Chair and who could succeed him. Plus, Rapid Fire: The Food Edition…we dig into some of the day’s biggest movers on earnings and analyst notes including the best performing S&P stock this century. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 23, 202144 min

Bitcoin’s wild ride, a blue chip check and up in the air

As the Bitcoin rally continues, we’ll speak with the CEO of Grayscale about recent crypto volatility, Fed concerns over stablecoins and its push to become an ETF. Plus, members of the Dow are making big headlines and big moves this year, from American Express to Apple. We’ll explore how to trade all of them right now. And, the CEO of Alaska Airlines joins for an exclusive interview to discuss earnings, the state of travel and where the sector is headed in the U.S. and beyond. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 22, 202141 min

Take risk off, the C-Suite in focus and crypto banking

Stocks continue to rebound today, as bond yields and crypto climb higher again too. So why does Barry Knapp want to take some risk off the table? We’ll ask him. Plus, we’ll take a hard look at the C-Suite. JPMorgan is doling out for Jamie Dimon, Chipotle Niccol is the fast food king and could Netflix use some fresh blood? We’ll explore. And, crypto high-yield accounts are proliferating. We’ll talk to the CEO of a company that’s offering more than 6% interest on your digital currency holdings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 21, 202144 min

Staging a comeback, still a believer and how low can it go?

Stocks are rebounding today after posting their biggest selloff of the year. We’ll tell you which sectors should drive the next move in markets. Plus, Bitcoin is back below $30,000, but Fidelity says institutions are still bullish on crypto. We’ll explore the firm’s findings, including what’s keeping some investors on the sidelines. And, in today’s Rapid Fire: can Netflix keep growing? Is Apple buying a movie studio? And the Nasdaq wants to give you access to pre-IPO companies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 20, 202144 min

Markets sell off amid renewed Covid concerns

Concerns that the Delta variant could slow global economic growth sent stocks sinking, with the Dow on pace for its worst day of the year. The 10-year yield, Bitcoin and energy are all tumbling along with reopening names, while “shutdown stocks” are on the rise once again. We’ll bring you full coverage of this selloff, and explain why some strategists believe this could be the start of an even bigger correction. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 19, 202147 min

Land of (economic) confusion, the IPO boom and Square’s crypto crush

If inflation is the fear, why are interest rates falling? And if rates are falling, why are momentum stocks sliding too? We’ll speak with one strategist who says he has the answer to any confusion about the economy – and it’s a bullish one. Plus, we’ll talk to the head of one company that’s gotten a big boost thanks the pandemic as it makes its public debut today. And, in today’s Rapid Fire: Square’s crypto pop, Musk doesn’t fear a Cybertruck flop and billionaires’ spending can’t be stopped. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 16, 202144 min

A step toward something bigger?, controversial drug and Goldman’s ESG push

Child tax credit payments are rolling out today, with some families receiving more than $400 per month on average. Is this a major step towards establishing a universal basic income in the U.S.? We’ll ask Melissa Kearney of The Brookings Institution. Plus, controversy is growing around Biogen’s newly-approved Alzheimer’s drug, with two major hospitals now saying they won’t use it. We’ll bring you the latest details. And, Goldman Sachs is launching a sustainability-focused ETF called the Future Plant Equity Fund (GSFP). Co-Head of Fundamental Equity Katie Koch explains the wealth opportunity she sees behind it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 15, 202145 min

Inflation Nation, unrest in Cuba and a crypto summer swoon

The latest inflation data came in hot, with the Consumer Price Index up 5.4% in June. So why are stocks rallying today? We’ll ask our market experts. Plus, historic protests are underway in Cuba. We’ll bring you the latest details from Havana, and explain why it could have implications in Venezuela & Nicaragua next. And, in today’s Rapid Fire: crypto trading cools off, the government opens the financial floodgates and we explain why Elon Musk hates his job as Tesla CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 13, 202144 min

All-time highs, billionaire space race and China, crypto & cooking

We’ve hit new record highs for the Nasdaq & S&P 500 again today, with the Dow not far behind. But we’ll give you one stock you can still buy at a discount. Plus, billionaire Sir Richard Branson blasted off into space this weekend, with Jeff Bezos right behind him. So why is Virgin Galactic selling more stock? We’ll explain. And, in today’s Rapid Fire: TikTok tells users not to talk crypto, and while Bytedance backs away from an IPO, two grill rivals are preparing to bring the heat in their public debuts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 12, 202145 min

Stocks rebound, taking on Big Tech and an international dispute ‘bubbles’ over

Stocks are rallying and bond yields have stopped their big slide. But could the low 10-year yield have investors looking for opportunity in junk bonds? We’ll explore. Plus, President Biden is signing an executive order aimed at big tech companies. Should Facebook, Amazon, Google and other titans be scared? We’ll discuss. And, in today’s Rapid Fire: the future of working out, RBC swipes right on online dating stocks and France & Russia are in a wars of words over champagne labels. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 9, 202150 min

Markets hit a speed bump, tech tumbles and how low can yields go?

Stocks are falling from record highs on concerns about the global economic recovery, though they’re off the lows of the day. Where do we go from here? We’ll debate. Plus, big tech names are lower across the board. But they’ve all had a good run lately except one: Netflix. What’s going on with the streaming pioneer? We’ll discuss. And, bond yields are falling in tandem with tech today, with the 10-year yield hitting a low of 1.25%. We’ll speak with one expert who’s predicting a bond rally to the 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.

Jul 8, 202143 min

Rate debate, un-welcoming party?, and Credit Suisse bets on bubbles

We’re just an hour away from getting the minutes from the latest Fed meeting, where the FOMC started to sound hawkish. We’ll debate which way rates go next. Plus, Chinese stocks are selling off again today. Did U.S. investors overestimate how committed China was to capitalism? We’ll explore how ‘welcoming’ (or not) it’s becoming to outside investors. And, in today’s Rapid Fire: more people are paying with crypto, some people are working less but getting paid the same, and Credit Suisse is betting more people will begin drinking hard seltzer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 7, 202143 min

China crackdown, ‘no deal’ and tech turmoil

China is cracking down on its own companies, starting with ride share firm Didi. Why are they doing it, and what does it mean for investing in China? We’ll explore. Plus, the OPEC nations met but left without making a deal. With oil already at 6-year highs, could $100 per barrel come next? We’ll ask Jeff Currie of Goldman Sachs. And, big tech is getting a boost with Amazon, Microsoft, Alphabet and Facebook hitting all-time highs despite growing regulatory scrutiny. Is the growth trade back? We’ll debate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 6, 202144 min

Taper Timeline, Billionaire Space Race and Boosts, Batteries, and Bezos

The economy adding 850k jobs in June, does this move up the Fed’s tapering timeline? Bank of America’s Head of Economics, Michelle Meyer, weighs in. It’s Bezos versus Branson in the race to space with Branson poised to become the first billionaire to fly to the stars…we have the details. And Jeff Bezos will have plenty of time on his hands soon as he steps down as Amazon CEO, what the company looks like without him at the helm. Plus, Uber offering big driver incentives as it faces a shortage, GM’s big EV investment and bitcoin mining made easier…all that 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.

Jul 2, 202144 min

Collision course?, “timber!” and a donut debut

Chinese President Xi-Jinping just delivered a fiery speech aimed in part at the U.S. We’ll explore what it means for doing business and investing in China. Plus, lumber prices have gotten chopped in half since hitting their May peak. We’ll explain why it’s happening, and what it also says about inflation. And, in today’s Rapid Fire: Instagram wants to be more like TikTok, Robinhood wants you to use Robinhood to buy Robinhood stock, and Krispy Kreme goes public. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 1, 202145 min

The space race, cleanup in all aisles and IPO-verload

One of Sir Richard Branson’s space companies launched satellites into orbit today, while the other just got cleared for commercial travel. Will he beat Jeff Bezos into flight? We’ll ask him. Plus, Bed Bath & Beyond CEO Mark Tritton has made it his mission to clean up its stores. The early returns are good, but can the stock return to its Reddit-fueled highs? We’ll explore. And, while SPACs have simmered down lately, the IPO market is heating back up. China’s Didi debuted today with Legal Zoom, SentinelOne and Krispy Kreme all on deck. 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.

Jun 30, 202145 min

Too much for Medicare?, hot, hot housing and America’s ammo shortage

Biogen’s new Alzheimer’s Disease drug is being hailed as a medical breakthrough. But could its $56,000 per year price tag be too much for Medicare to handle? We’ll debate. Plus, home prices just posted their biggest gain in the history of the Case-Shiller Index, up 15% in April. Can the hot housing market keep rolling? And are investors actually driving up prices? We’ll ask Coldwell Banker’s CEO. And, record gun sales are leading to an ammunition shortage across America. Can the manufacturers catch up to demand? 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 29, 202144 min

Overdue for a pullback?, the EV battle and Real or Reddit?

The Nasdaq and S&P 500 both hit record highs today. Will we ever see a pullback in the market again? We’ll ask the experts. Plus, it seems electric vehicles are here to stay. One analyst joins to explain why he’s betting on Ford as the next big winner in the EV space. And, shares of Blackberry have nearly doubled this year as the company gets caught up in ‘Meme Mania.’ Is the rally for real, or just a Reddit-fueled spike? 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.

Jun 28, 202144 min

The ‘Buy Everything’ Market, Rent Reality and the Future of Work

Both growth and value are moving higher this week, 10 of the 11 S&P sectors are in the green and commodities are climbing…so where are the opportunities? A strategists reveals his picks. The Biden administration extended the eviction moratorium through the end of July, we discuss what this means for the small landlords who are still awaiting federal aid. And as more people return to the office, we look at the future of work with a former Yahoo! executive who had a change of heart on the importance of the office. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 25, 202144 min

The Exchange - 06/24/21

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.

Jun 24, 202143 min

Forget F.A.N.G., (don’t) follow the leader, and Alcoa’s revenge

Microsoft just became the 2nd member of the exclusive $2 trillion club. Could it surpass Apple as the top tech titan next? We’ll debate. Plus, one strategist says following the investment crowd into growth names and big tech is a mistake right now. He’ll join us to explain why. And, in today’s Rapid Fire: a retail stock that could rally 50% from here, Warby Parker “eyeing” a direct listing and Alcoa’s market revenge. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 23, 202144 min

All eyes on Powell, a market disaster and the crypto collapse

Federal Reserve Chair Jerome Powell is set to testify today, as investors weigh his words of continued support against changing course. We’ll bring you the latest details. Plus, we’ll reveal what one economist says is the number one thing the Fed can do right now that would be a complete disaster for financial markets. And, Bitcoin briefly dipped below $30,000 for the first time since January amid another volatile session. Will it ever get back to previous all-time highs? 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.

Jun 22, 202143 min

Rate threat, searching for bargains and “try the thigh”

The Fed’s heightened concern about inflation ironically sent the bond market headed downward, with yields hitting multi-month lows. We’ll explain why. Plus, Amazon’s Prime Day kicks off today and while the products may be cheap, the stock’s been the real bargain. We’ll give you three name that could be the next big scores. And, the chicken wing shortage has gotten so bad, Wingstop is now launching a new brand: Thighstop. We’ll speak to the CEO about its pivot to new offerings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 21, 202144 min

Is Powell right?, rates & real estate, and the battle for bitcoin

As commodities begin to collapse, is it fair to ask if Fed Chair Powell has been right all along? Is inflation really transitory? We’ll explore. Plus, something very strange is happening in the mortgage market, and it could be related to tapering. Will higher rates hurt home prices? We’ll ask. And, as the inflation trades wobble, bitcoin is taking a breather today. Has a key reason to own it just disappeared? 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.

Jun 18, 202144 min

Inflation rotation, green growing pains and a soda snub

The inflation trade is collapsing today, as the Fed gets a little more aggressive. We’ll tell you what moves to make right now. Plus, a lot of investors have been piling into ESG stocks lately. But what exactly IS an ESG stock? We’ll define it for you. And, in today’s ‘star-studded’ Rapid Fire: Jessica Alba’s stock slide, and Cristiano Ronaldo’s big soda snub. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 17, 202144 min

Pricing pressure, earning their ‘stripes’ and appetite for an IPO

We just got yet another report showing food, energy & many other products costing more. But has inflation already peaked? We’ll debate. Plus, Stripe is fast becoming the hottest unicorn on the market. But as it prepares for an IPO, is the best already priced in? We’ll explore. And, in today’s Rapid Fire: Amazon’s grocery games, Chobani’s IPO aspirations and Zillow’s new ‘Zestimates’. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 15, 202144 min

Breaking up big tech, green gone wrong?, and the end of the Millennial lifestyle

Lawmakers are setting the stage for a crackdown on big tech. But would forcing a Facebook split from Instagram really be a punishment? We’ll debate. Plus, will the recent push for clean energy send oil prices soaring? We’ll explore, and tell you who could feel the pinch the most. And, the quest for profitability in Silicon Valley is having an unintended side effect: the end of the “Millennial lifestyle” as we know it. 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.

Jun 14, 202144 min

Rotating back?, sticker shock and boom or bust for NFTs

Growth has been outperforming again over the past month as more experts turn bullish on Tech. We’ll ask a top Value manager to respond to the rotation situation. Plus, from your breakfast bacon to your afternoon coffee, consumers are feeling the squeeze of inflation. We’ll walk you through all the parts of your day where you might be feeling the pinch. And, the NFT business seemingly exploded overnight, but has started to dissipate almost as quickly. We’ll explore why, and whether digital art is a smart place to put your money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 11, 202144 min

Market disconnect, The Street vs. Reddit, and a big bitcoin bet

Inflation has surged to the highest level in more than a decade. So why are stocks rallying and bond yields stuck in place? We’ll explore the disconnect. Plus, Bank of America is downgrading Clover to “Underperform” after its Reddit-fueled run up. We’ll explore the latest developments in this Wall St. tug-of-war.And, in today’s Rapid Fire: Starbucks is running out of cups, consumers behaving badly and cryptocurrencies coming soon to your 401(k). 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, 202139 min

Real or Reddit?, a net zero community, and time to retire “FANG”?

We’ve all heard of Gamestop, AMC and other “meme” stocks by now. We’ll dig deeper into Reddit and find the under-the-radar plays that still exist. Plus, a massive carbon-neutral housing project is now underway in California. We’ll tell you what it means for both residents and investors there. And, is it time to retire “FANG”? One market strategist says the trade is over, but its inventor – CNBC’s own Jim Cramer – disagrees. 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.

Jun 9, 202144 min

All about “flation”, lumber gets whacked and price shock ahead?

The focus on the street right now is all about “flation” – but which kind? Inflation, reflation or deflation? We’ll look at the latest economic data and figure out exactly which “flation” is winning the day. Plus, lumber prices keep dropping and are now down about 30% from their highs. Is wood no longer good? We’ll debate. And, a fresh Covid-19 outbreak in China could mean big delays – and price hikes – for your goods. 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.

Jun 8, 202144 min

Apple takes the stage, as good as it gets?, and the same-day surge

CEO Tim Cook is taking the stage at Apple’s developers conference today. We’ll highlight how the tech giant can get its goodwill back with them after some recent setbacks. Plus, while some experts say a rally higher won’t happen, one strategist says there’s more gains ahead for the market. He’ll join us with what will drive the next leg higher. And, just when you thought the delivery wars couldn’t get any hotter, Morgan Stanley says same-day shipping is about to go mainstream. We’ll give you their top pick to 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.

Jun 7, 202145 min

Not betting on tech, electric earnings and a wild ride

One 5-star fund manager is far outpacing the market this year, and the gains haven’t come from high-flying names. He’ll tell us what he’s buying. Plus, ChargePoint shares are higher after strong revenue and guidance. We’ll speak with the CEO about the EV surge and what it means for the company. And, “Meme Mania” came roaring back with a bang, including multiple stock sales and millions of shares issued for AMC. We’ll look back at its wild week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 4, 202144 min

Meme madness, charged up and a stealth EV play

A new question is emerging amid the meme stock madness: are investors getting played? We’ll search for some answers. Plus, as more legacy players dive into the EV space, one area that could benefit in a big way are charging stocks. We’ll speak with the CEO of Blink Charging. And, in today’s Rapid Fire: Twitter’s subscription strategy, Blackberry’s auto ambitions and Apple wants workers back in the office. 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, 202144 min

Straight to shareholders, back online and the need for speed

AMC trading got halted today as shares surged above $60, just after it launched a platform exclusively for its retail investors. We’ll explore the perks and the pitfalls of trading in this “meme” monster, and who’s pocketing the big bucks right now. Plus, The White House says nothing is off the table in responding to the ransomware attack on meat producer JBS. We’ll give you the details. And, the nation’s largest fast-charging EV network is set to go public via SPAC. The CEO of EVgo joins to discuss its forthcoming debut and the EV surge here at home. 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, 202143 min

The summer setup, box office bounce back and rearview mirror returns

The past few weeks have seen stocks return to near all-time highs, while Small Caps are enjoying their longest monthly winning streak since 1995. Are we headed for more of the same? Or will oil, crypto or another surprise sector spoil the party? We’ll ask our market experts. Plus, consumers are flocking back to theaters in droves as a fresh slate of movies hits the big screen. Is the box office officially back? We’ll debate. And, President Biden is considering a retroactive capital gains tax hike. We’ll explore the fallout if it happens -- especially for crypto investors. 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, 202144 min

The call heard around Wall St., “can’t rise fast enough” and hot hospitality

One expert is out with a major warning on Apple, saying iPhone 12 sales will miss expectations and the stock is a “sell.” He’ll join us. Plus, another analyst says prices can’t rise fast enough in the housing market right now. He’ll join us to explain why. And, hospitality is headed for a hot summer as the economy reopens, but the ongoing worker shortage could spell trouble ahead. 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.

May 28, 202144 min

An auto revolution, reopening buzz and inflation hits Main Street

The auto industry is at a turning point as EVs go mainstream, D.C. dangles more incentives and prices keep surging. Who will come out on top as the industry evolves? We’ll ask our experts, and their answers may surprise you. Plus, we’ll speak to the CEO of Molson Coors about sales, its hard seltzer push and its recent ransomware attack. And, new data reveals the impact that inflation is having on businesses and consumers up and down Main Street. 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.

May 27, 202141 min

Mining for gains, falling behind?, and DC enters the debate

“Meme stocks” are roaring back and cryptos are rebounding too. But is there a way to play the space without all of the volatility? We’ll look at companies that *mine* bitcoin, and speak with an analyst who says one of his picks could rally more than 80% from here. Plus, hundreds of smaller banks are now offering access to crypto, while the big banks seem to be falling behind. Can they catch up? We’ll debate. And, inflation is turning into a political tactic on Capitol Hill, with Republican lawmakers using it to target President Biden’s economic agenda. We’ll give 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.

May 26, 202144 min

Amazon under fire, too large to handle?, and burnout buildup

The D.C. Attorney General just filed a lawsuit against Amazon, claiming its price controls are anti-competitive. We’ll speak with the AG live in a First On CNBC interview. Plus, Intel’s new CEO has managed to accomplish more in his first 100 days than the company had in years. But is it enough to bring the company back? We’ll debate. And, a new survey found 44% of professionals think they’re more burned out on the job today than they were a year ago. We’ll explain why that could be a boon for travel companies. 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, 202144 min

Buying the dip, running out of luck?, and the fight for 15%

A wild weekend of trading led to a crypto crash. We’ll look at who could be buying the dip here, and whether or not you should get in too. Plus, we’ve seen a bunch of other speculative blowups this year, from SPACs to FOMO stocks. Can the broader averages avoid a similar fate? We’ll explore. And, the White House is proposing a 15% global minimum corporate tax rate to put a halt to the race for the lowest figure. We’ll give 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.

May 24, 202145 min

Pandemic productivity boom, red hot housing and slash, substitute, swipe

There’s a pandemic productivity boom underway, with the U.S. doing more with fewer workers than ever before. We’ll look at what that could mean for markets, jobs, inflation – and the Federal Reserve, too. Plus, the housing market continues to be red hot. We’ll speak with the CEO of Realogy about trends they’re seeing, and its surging stock price. And, in today’s Rapid Fire: a 20% price cut for Tesla; another change for the Dow?; and the White House ‘swipes right’ to get people vaccinated. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 21, 202144 min