PLAY PODCASTS
The Exchange

The Exchange

1,707 episodes — Page 28 of 35

A complicated relationship, Got milk?, and chopping the lumber

The complicated relationship between the Fed & markets is getting more fragile as the words “tapering” and “transitory” draw contention. We’ll debate what’s happening in the real economy and explain what investors actually want from the Federal Reserve. Plus, Oatly’s debut through a traditional IPO is off to a decent start. Are direct listings and SPACs falling out of favor? We’ll explore. And, lumber prices are cracking after their climb to record highs. We’ll speak to one executive about his business, and what’s good for wood. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 20, 202144 min

Diamonds in the rough, crypto crash and chips fall into place

A 5-star tech fund manager has three names to buy on the dip – and none of them are big cap tech! He’ll join to explain why. Plus, Bitcoin sinks after China cracks down on cryptos, stocks sell off and Coinbase has technical problems. We’ve got it all covered. And, we’ll explain why the “chips” are falling into place for the semiconductor industry, and bring you the latest developments out of Washington. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 19, 202144 min

The consumer comeback, teenage trading and crypto confusion

Macy’s just reported a monster quarter, but the stock isn’t responding in kind. CEO Jeff Gennette joins to discuss that and the comeback of the consumer. Plus, Fidelity wants to give teens access to no-fee brokerage accounts. We’ll speak to the company about this new push, and what it means for the next generation of traders. And, there’s an unexpected beneficiary of the crypto craze: Ethan Allen. We’ll explain why investors are confusing its ticker symbol with one of the hottest names in crypto. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 18, 202144 min

Massive Media Merger, Twitter’s Subscription Service and Cannabis Consolidation

AT&T spinning off WarnerMedia to form a new company with Discovery. We'll get a look at the massive media merger and the companies that could be ripe for the next deal. And Twitter goes blue, Tim Cook takes the stand and millennials hate home ownership. That's in today's Rapid Fire. Plus, cannabis company Columbia Care posted record profits as marijuana use soared in 2020...the CEO weighs in on its retail revamp, industry consolidation and legalization. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 17, 202145 min

Reading the reopening trade, digital nomads and a prescription for success?

Reopening stocks are taking off after the CDC changed its guidance on masks for vaccinated people. Is the lockdown trade dead? We’ll debate. Plus, if you can work from anywhere, you can probably make big bucks. We’ll look at the cities paying folks a bundle to move there. And, investors are liking GoodRx’s acquisition announcement which sent the stock higher. But could Amazon now be taking aim? We’ll discuss with the CO-CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 14, 202143 min

New day, new outlook?, show me the (digital) money and small names, big gains?

Despite another inflation gauge coming in hot, markets seem unphased today. So what’s changed? We’ll ask the experts. Plus, crypto player Coinbase is set to release its first earnings report since going public. We’ll tell you what to watch, and what it means for the sector. And, a 5-star small cap fund manager joins to explain why small names could soon equal big gains, including five names you should buy 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.

May 13, 202143 min

Tech selloff takes hold, pump pain and summer of love (stocks)

The tech selloff takes hold again today after making a stellar comeback in yesterday’s session. We’ll dig into the wreckage. Plus, the Colonial Pipeline shutdown is already causing pain at the pump. We’ll give you the latest timeline on when oil may flow again. And, as the nation continues to reopen and consumers get together again, will this be a summer of love for dating stocks? We’ll explore in 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.

May 12, 202143 min

Stocks sell off, Coinbase optimism and Colonial Pipeline hack hits gas supplies

Stocks starting the day with a sell-off, but the Nasdaq reversing course and briefly turning positive...a technician breaks down the key levels to watch. And Oppenheimer is bullish on Coinbase. The analyst behind the call joins with why he sees nearly 50% upside from here. Plus, the latest on the Colonial Pipeline hack and how much pain customers could be facing at the gas pumps. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 11, 202143 min

The hunt for workers, not-so-energetic and stay-at-home habits

A pandemic-induced worker shortage is in full swing, with the NFIB reporting a record 44% of small businesses can’t fill positions. Is this a short-term surge, or long-term problem? We’ll examine the impact on businesses, investors, inflation and the Fed. Plus, one of the largest pipelines in the U.S. was forced to close down after a cyber attack. We’ll bring you the latest details. And, are stay-at-home trends here to stay? We’ll speak with the CEO of one company that’s banking on them sticking around. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 10, 202143 min

Goodbye tapering?, battle of the behemoths and what’s old is new again?

Today’s jobs report miss was the largest since 1998, sparking new concerns over the recovery. How did economists get it so wrong? And does this help ease any Fed tapering fears? We’ll debate. Plus, Walmart takes aim at rival Amazon with a big move into health care. We’ll look at the brewing battle between these behemoths. And, in today’s Rapid Fire: Elon Musk’s crypto warning, the return of travel and what’s old is new again as shares of GoPro & Groupon surge on earnings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 7, 202144 min

Spending (too much?) plan, offices & opportunities and the cardboard boom

An independent report found that President Biden’s “American Families Plan” could cost $700 billion more than the White House estimates. Could the costs of the plan actually outweigh the benefits? We’ll ask Chief Economic Adviser to the Vice President Mike Pyle. Plus, layoffs are down, sales jobs are hot, Zoom is “so 2020” and workers want to get paid. We’ll give you the latest labor market trends ahead of tomorrow’s jobs report. And, demand for cardboard is so high that International Paper wants to spin off its paper business to focus solely on packaging. We’ll speak with the CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 6, 202144 min

“Transitory” debate, the future of work and Hayward makes a splash

Mentions of ‘inflation’ were up 800% on earnings calls in the first quarter, just as Janet Yellen mentioned the potential for higher rates. What does her-about face mean for markets, and will investors buy it? We’ll ask our experts. Plus, as restrictions lift and employees head back to the office, we’ll talk to the CEO of Upwork about the future of work in America. And, shares of Hayward are soaring today as demand for pools continues. We’ll speak with the CEO about its blowout first quarter results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 5, 202144 min

Tech wrecked, Pfizer’s big beat and costs & Clubhouse

Treasury Secretary Janet Yellen spooked the market after saying interest rates may need to rise at some point. And her comments come as the Nasdaq sinks for a third straight day. We’ll tell you how to react, and protect your money too. Plus, Pfizer is reportedly seeking emergency approval for use of its Covid-19 vaccine in adolescents ages 12 to 15. We’ll speak with the CEO. And, in today’s Rapid Fire: inflation hits the cereal aisle, Robots suffer from the chip shortage and Clubhouse downloads drop dramatically. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 4, 202144 min

Calm before the storm?, pandemic plays and “self-driving money”

There’s been plenty of drama with individual stocks, but overall markets have been enjoying a pretty low-drama rally. Can the calm last into the summer months, or are we headed for some choppy trading ahead? We’ll ask our markets experts. Plus, shares of many pandemic “darlings” have been struggling as investors turn to reopening stocks. Will Clorox join them in the red? We’ll debate. And, we’ll speak with the CEO of online platform Wealthfront about its newest investment offerings, and the best ways for young investors to play the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 3, 202144 min

Following inflation, the auto tech puzzle and ‘primed’ for domination

With costs going up all across the economy, companies are being forced to either raise prices or shrink their profits. We’ll tell you which parts of the market are safe, and which also have the most pricing power right now. Plus, one expert says EVs are just one part of the auto tech revolution that will impact every aspect of our lives. He’ll join to explain why. And, in today’s Rapid Fire: Apple vs. the EU, the SEC probes VW and Amazon appears ‘primed’ to dominate pretty much everything it touches. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 30, 202144 min

Don’t rule out tapering?, fixing the chip shortage and full bloom(in)

The Wall St. consensus says the Fed won’t taper this year, but one top strategist says “yes they will.” He’ll join us to explain why. Plus, some experts say the government should step in to help the U.S. regain its former dominance of the chip industry. We’ll debate that move. And, Bloomin’ Brands hits a fresh intraday high on the back of a big earnings beat and strong U.S. comparable sales. We’ll speak with the CEO about the restaurant recovery. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 29, 202142 min

The inflation situation, Biden’s big speech and “better than a lottery ticket”

The Fed says it’s transitory; CEOs say it’s an issue; and investors are caught right in the middle. Inflation will be the key issue to watch at today’s Federal Reserve news conference. We’ll discuss why. Plus, President Biden is expected to unveil yet another $2 trillion plan this evening, and taxes will be front of mind. We’ll give you the details. And, what do Ellen DeGeneres, Mark Cuban, Dogecoin and the lottery all have in common? We’ll tell you 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.

Apr 28, 202141 min

The Fed’s inflation gamble, Stifel’s strong quarter and back in business

As prices on everyday goods continue to rise, can companies pass the costs along to consumers? One Wall Street strategist says yes, and that consumers will happily pay up. He’ll join us to explain why. Plus, Stifel just reported record quarterly revenue, as its stock hovers near all-time highs. We’ll speak with the CEO about what’s behind the gains. And, new data from Yelp shows more than 500,000 new businesses have opened since the pandemic began. We’ll explore where activity is thriving. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 27, 202142 min

Keeping your cool, Silicon Valley surge and Tesla charges forward

Between the ‘Reddit Rebellion’ and crypto craze, many investors feel like everyone around them is getting rich quickly these days. We’ll explain how and why you should keep your cool, and show you how not to lose money when the fear of missing out takes over. Plus, demand is soaring for shares of hot private companies across Silicon Valley -- and supply isn’t keeping up. We’ll explain why. And, the busiest week of earnings season kicks off with Tesla reporting tonight. Can it live up to Wall Street’s lofty expectations? 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.

Apr 26, 202144 min

Tax hike winner, crypto gets crushed and pay between paychecks?

Investors seem spooked by the potential of a capital gains tax hike. We’ll look at what could realistically happen, and one area that could be a big beneficiary. Plus, $200 billion has been wiped out of the market as Bitcoin plunges below $50,000. Is this the beginning of the end of the crypto craze? We’ll debate. And, what if you could access money from your paycheck in between your actual pay days? One company is helping employers do just that, and we’ll explain how. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 23, 202143 min

Can Intel deliver?, Chipotle’s hot quarter and red-hot rentals

Intel is set to report earnings after the bell. Can it justify its recent rally with a new CEO, an ambitious turnaround plan and more competition than ever? We’ll discuss. Plus, Chipotle reported a huge jump in sales last quarter as its doors opened and its online app dominated. We’ll speak with CEO Brian Niccol. And, in today’s Rapid Fire: Goldman’s bold EV call, an under-the-radar stay-at-home stock, and the red-hot summer rental market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 22, 202143 min

No dips to buy?, developing the vaccine and a big ransomware target

‘Buying the dip’ is something we’re often told from Wall Street strategists. But what if there aren’t any dips to buy? We’ll discuss. Plus, we’ll speak with one of the key researchers behind the Pfizer vaccine about the breakthrough technology and why she’s not concerned about variants. And, as Apple announced its new product lineup, a key supplier was suffering a multibillion dollar ransomware attack aimed at stealing Apple’s blueprints. 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.

Apr 21, 202144 min

Apple’s big event, risk & opportunity and “J’s” to the rescue?

Apple is kicking off its first product event of the year, with potential new gadgets from Airtags to updated iPads expected to debut. We’ll give you the details as they break. Plus, legendary investor Bill Miller joins to tell us what he believes are the biggest risks to the market right now, and why he’s a big believer in Bitcoin too. And, if you’re looking to hedge against market risks right now, we’ll explain why you should look no further than the letter “J.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 20, 202144 min

Bitcoin’s wild ride, the inflation situation and a “social audio” show

Bitcoin is struggling to rebound from its worst day since February. We’ll explain why and where the selling is coming from. Plus, many see inflation as a transitory issue that could fade as stimulus money dries up. But former NEC Director Larry Lindsey disagrees, and he’ll join us to explain why. And, Facebook is looking to cash in on the popularity of “audio-only” apps like Clubhouse by launching its own suite of digital audio products. 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.

Apr 19, 202144 min

The highs keep coming, more runway ahead?, and a nationwide scheme

The markets are already at all-time highs, but one Federal Reserve Governor says the economic recovery is just getting started. Can the record rally keep going? We’ll debate. Plus, one Wall St. analyst is betting that Covid-19’s aftermath could prove to be a positive for the airline industry. He’ll join us to explain why. And, we’ll give you the dirty details of a nationwide scheme that cost taxpayers billions of dollars in our latest CNBC Special Investigation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 16, 202144 min

Special Episode: TechCheck – Capping off our Inaugural Week: an Exclusive with Airbnb CEO Brian Chesky, Jason Calacanis Weighs in on the Week in Debuts, The Reopening of Universal Studios Hollywood and so much more.

We’re capping off our inaugural week packed with powerhouse guests and the top stories in tech with an exclusive interview with Airbnb CEO Brian Chesky. He discusses the future of work and his travel expectations post-Covid with our Deirdre Bosa. Plus, big time tech investor Jason Calacanis joins us to weigh in on the week of market debuts, Coinbase’s implications for crypto and Robinhood’s fight in Massachusetts. We’ve also got new product news coming up next week from Apple-we’re digging into customer loyalty to both Apple and Amazon remaining high. And our Julia Boorstin takes us live to Universal Studios Hollywood on re-opening day. CNBC’s Josh Lipton also joins to break down the chip stocks to invest in right now. That and so much more today on the show. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 16, 202143 min

Follow the money, copper the new oil?, and an electric battle

As the third wave of stimulus checks hits bank accounts, we’ll give you an exclusive look at how many Americas spent the latest round of cash. Plus, Jeffrey Currie of Goldman Sachs says copper will become the new oil as we move into a more eco-friendly world. He’ll join us to explain why. And, Mercedes-Benz is going after Tesla, saying its new EV sedan will beat out the Model S. We’ll show you the new car and speak with the company’s U.S. CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 15, 202144 min

Special Episode: TechCheck – The Coinbase Hangover, Bezos Speaks on the Amazon Union Vote, the AppLovin’ IPO, Where in the World is Jack Ma? And much more.

Lots to cover in tech today. We’ve got a packed show. We hit the biggest news of the day in tech with Kanyi Maqubela of Kindred Ventures. He gives us his take on Bezos’ comments to shareholders on the Alabama union vote defeat and the record-breaking Coinbase market debut yesterday. On the Coinbase front, the OG investor in the crypto platform Garry Tan joins on why he got in early and his initial belief in the company. Plus, we’ve got AppLovin CEO Adam Foroughi ahead of the IPO shaping up to be one of the largest this year. Finally, we’re tracking Jack Ma as he resurfaces for the first time since October with Financial Times reporter Ryan McMorrow. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 15, 202143 min

Coinbase’s big debut, and hunting for value

Investors are anxiously awaiting the trading debut of Coinbase, which is set to become the first major crypto business to go public here in the U.S. We’ll bring you the opening trade as soon as it happens, and explain what it means for investors, regulators and the future of cryptocurrencies too. Plus, with stocks at all-time highs, we’ll give you the names that Wall St. still thinks are good vales in sectors from energy to healthcare & more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 14, 202147 min

Special Episode: TechCheck – TechCheck Day 3

We’ve got a new show and we’re in the swing of things. Today on the show, CNBC’s Carl Quintanilla, Jon Fortt and Deirdre Bosa take a deep dive into the long-awaited Coinbase IPO and talk the future of crypto with Coinbase investor Ron Conway. Plus, we’ve got an exclusive interview with Slack CEO Stewart Butterfield, and Julia Boorstin joins to break down a CNBC.com scoop on the recent GOP retreat that brought together major donors and leaders at Trump’s Mar-a-Lago resort. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 14, 202144 min

Vaccine Worries, a Shiny New Coin, and who owns your Vaccine Data?

The FDA pauses the distribution of the J&J vaccine due to new concerns. Could this erode overall vaccine confidence? And will Pfizer and Moderna be able to fill the gaps? We have the latest. Plus, from vaccine safety to keeping your personal data safe when you sign up for a vaccine…who actually owns your data and should you be worried? And, Coinbase hasn’t gone public yet but Wall Street is already weighing in. We’ll speak with the analyst who says it’s a “buy” but not for the faint of heart. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 13, 202134 min

Special Episode: TechCheck – TechCheck Day 2

TechCheck Day 2! On our second day as a new show, CNBC’s Carl Quintanilla, Jon Fortt and Deirdre Bosa talk to Twitter’s Former CEO Dick Costolo about Grab, SPACs, valuations and how Bitcoin keeps climbing higher. Then, Affirm’s Founder & CEO Max Levchin weighs in on the future of payments and gives us a gutcheck after the company’s IPO earlier this year. We also hit the J&J news of the day and Julia Boorstin talks Facebook’s plan to delve deeper into the dating space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 13, 202143 min

Chips get chipped, third time’s a charm, and a race to the bottom?

Big Tech executives are heading to a summit at the White House, as the administration calls the chip shortage a national security issue. We’ll give you the details. Plus, we’ll ask our experts why Microsoft is paying $16 billion for a company that’s been rumored to be bought out by at least two other companies over the past decade. And, we’ll explain why the crypto world could heading toward a race to the bottom, and why what’s happening in the digital world could have big implications for the real one. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 12, 202150 min

Special Episode: Introducing CNBC’s TechCheck podcast

Today, CNBC launched its newest daily podcast, TechCheck. Each day, CNBC’s Jon Fortt, Carl Quintanilla and Deirdre Bosa bring you the boldest ideas and most influential names in the tech industry. This bi-coastal program dives deep into stocks focused on new technologies and trends while highlighting the latest news out of iconic companies, FAANG heavyweights, social media darlings, streaming giants, red-hot disruptors and more. Available to listen daily by 12:30pm ET / 9:30AM PT. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 12, 202143 min

Feeling Hot, Crypto Takeover, and good news in the mortgage market

Inflation numbers coming in higher than expected leading to questions about how hot the Fed will let the economy run. Should Investors be concerned? We’ll discuss. Plus, Robinhood traders jump all in on crypto. This as the investment world gets ready for Coinbase’s debut next week. We’ll look at the state of the crypto market. And, as the economy improves, some troubled homeowners are getting back on track paying their mortgages. We have the latest numbers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 9, 202143 min

Elevated euphoria?, Viva Las Vegas and a new airline takes off

Bullish sentiment among individual investors has surged to its highest level since 2018. But is that reason to worry? We’ll debate. Plus, as Las Vegas tries to return to normal life, we’ll speak with the CEO of Caesars about demand, the future and where visitors are spending money. And, a new airline is set to take off for the first time in 15 years, as the company bets that travel will snap back in a big way. 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.

Apr 8, 202145 min

A Goldilocks economy?, “not just shelter-ins” and crypto flows climb

JPMorgan’s Jamie Dimon says he sees a ‘Goldilocks’ economy ahead that will last for years. But he also says there are some big risks out there that could derail the growth. We’ll give you the key details. Plus, the Street’s top tech analyst says the money will flow into the “recoveries” and the “not just shelter-in” names this year. He’ll give us his top picks. And, Cryptocurrency inflows are hitting an all-time high. We’ll look at where that money is heading, and if the record pace can continue. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 7, 202145 min

Reopening vs. stay-at-home, the great outdoors and the box office bounces back

It used to be that investors had to decide between the reopening trade or stay-at-home trade. But these days both are getting love. We’ll take a hard look at where you should put your money right now, and ask our market experts for their top strategies. Plus, Americans flocked to the great outdoors amid the pandemic, and it looks like that trend is here to stay. We’ll explain how you can cash in. And, we’ll speak to the producer behind some of the biggest hits in Hollywood, including last weekend’s blockbuster “Godzilla vs. Kong.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 6, 202145 min

The travel turnaround, stimulus & spending and the street loves Roblox

As Americans begin to travel again, we’ll speak with the CEO of Booking Holdings about where demand is picking up fastest. Plus, round three of stimulus checks are hitting bank accounts across the country. We’ll look at where consumers are spending the money. And, shares of video game and development platform Roblox are soaring on some bullish initiations. We’ll explain why the street loves the stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 5, 202145 min

Who stays on top?, where the jobs are and returning to the office

Last year’s market losers have become 2021’s biggest winners, with a rotation into new leadership to start the year. But will the new regime hold as we begin a new quarter? And how will a potential corporate tax hike factor in? We’ll explore. Plus, we’ll tell you where recruiters are seeing the most demand, and what workers value most right now ahead of tomorrow’s jobs report. And, Google is accelerating the partial reopening of its offices and putting limits on future remote work. We’ll explain why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 1, 202143 min

Ep 1Biden’s $2 trillion bet, the biggest market threat and hopping on the crypto train

President Biden is set to unveil his $2 trillion jobs and infrastructure plan today. We’ll break down the key details, and also reveal one sector analysts believe will benefit from it. Plus, there are many risks to the market right now; but what’s the biggest? We’ll give you the results of our exclusive CNBC stock survey. And, Goldman Sachs apparently wants in on the Bitcoin Boom. We’ll explore the details on its potential plans to offer digital assets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 31, 202145 min

Different this time?, a buyback bounce and a SPAC-tacular slowdown ahead?

The Archegos Capital drama could end up being one of the largest margin calls and liquidations of all time. But there seems to be no market reaction – yet. We’ll ask one of the key players in 1998 Long Term Capital collapse why. Plus, companies are making their way back into the market in a buyback binge after a slowdown in 2020. We’ll explore the market impact. And, is the red-hot SPAC market finally starting to cool down? And if so, how might investors in the space protect themselves? 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.

Mar 30, 202144 min

Margin call meltdown, cracks in the market and the “disruptive” bet

A Wall Street money manager helped tank some big names, and exposed wat could be an over-leveraged banking system. We’ll explain why. Plus, the federal housing eviction program is starting to cause cracks in one key area of the market. We’ll explore the potential ripple effect. And, we’ll talk to the 5-star fund manager who has outperformed the markets by betting on what he calls “disruptive” companies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 29, 202144 min

Opportunities in the Tech Sector, Why Couches Are the New Toilet Paper and Demand is at an ‘11’

A five-star fund manager gives us his buys in the tech sector amid the current slump. With the “Ever Given” container vessel stuck in the Suez Canal, a logistics executive says couches are set to become the new toilet paper. Plus, the CEOs of Fender and Sweetwater weigh in on the boom in making music at home during the pandemic. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 26, 202144 min

“Cheap hope”, Congress gets social and not all fun & games

A prominent Wall St. analyst says “cheap hope” is the bull case for Intel right now as it attempts to revitalize its business. He’ll join us to explain why. Plus, CEOs of the social media giants are set to testify in front of congress again. We’ll get an inside look at the questioning and tell you what to expect. And, Gamestop’s “nothing burger” earnings report sent the stock sinking. We’ll discuss what it means for the company, its investors and the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 24, 202144 min

The hot housing market, a ‘penny’ for your thoughts and an aviation situation

Buyers are facing a lot of challenges in the housing market, from hot prices and low inventory to rising rates & commodity prices. We’ll speak with Coldwell Bank CEO Ryan Gorman about what’s dictating the market, and his advice for how first-time buyers can put their best foot forward. Plus, social media-driven traders have a new, old target – penny stocks. We’ll give you the key details on what’s driving the interest, and how this might play out. And, consulting firm Oliver Wyman is forecasting a major pilot shortage ahead. We’ll explain what it means for consumers, airlines and our economic recovery. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 22, 202144 min

The dirty little secrets of Bitcoin, investors ignore Powell and a “picture perfect” controversy?

Speculation, not diversification. That’s what Bank of America says about owning Bitcoin. We’ll talk to the analyst behind that bold call. Plus, more calming words from Federal Reserve Chair Jerome Powell aren’t enough to give investors confidence in the market today. We’ll ask our experts why. And, social media platform Instagram is considering a version of the app for users under age 13. Is it setting up for a “picture perfect” controversy? We’ll debate in 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.

Mar 19, 202143 min

Tech vs. Treasuries, Bitcoin & Baseball and a retail refresh?

The Tech vs. Treasury battle rages on, as investors flee high-valuation names as bond yields soar. Who will win out in this market tug-of-war that has trillions of dollars on the line? We’ll as our experts. Plus, we’ll speak to the Oakland A’s President about the team’s bold move to offer suite access for the price of one Bitcoin. And, there’s some big money going after Kohl’s, but the beaten-down retailer is telling them to hit the road. 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.

Mar 18, 202144 min

The Fed’s next move, a “fresh pick” and the impact of behavioral bias

It’s a big day for the Fed, as the market throws a ‘taper tantrum’ ahead of today’s FOMC decision. No rate hike is expected, but will Chair Powell have to walk a tightrope as the bond market screams “inflation”? We’ll debate. Plus, Baird just named Amazon a “fresh pick,” saying it could soar up to $5,000 per share soon. We’ll talk to the analyst who made the call. And, Wells Fargo Investment Institute just released a report on how extreme swings in the market could lead to behavior biases for investors. We’ll explore why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 17, 202140 min

Biden’s next steps, pot stocks light up and a hole in one

The $1.9 trillion American Rescue Plan is officially on the books as it just passed through congress. But with the deal now done, could the administration turn its attention to raising taxes? We’ll ask White House Adviser Jared Bernstein. Plus, pot stocks are on fire as more states consider legalization. We’ll speak with cannabis company Columbia Care about what lies ahead for the industry. And, 2021 Players Championship winner Justin Thomas joins us to discuss his big win, his investments and how Golf has changed one year after the pandemic began. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 16, 202143 min