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The Exchange

The Exchange

1,776 episodes — Page 28 of 36

Taper tantrum coming?, 10 years of Tim Cook and stay home or get out!

Amid new highs for the S&P 500 and Nasdaq, it might be tough to find an attractive entry point to buy in. We’ll speak to one market watcher who sees a potential opportunity ahead -- a big taper tantrum coming for the market. Plus, Tim Cook just finished a decade as CEO of Apple. We’ll look back at the highs and lows in his first ten years at the helm. And, in today’s Rapid Fire: the return-to-office debate, gyms & casinos on the road to recovery and why we’re still buying home office items and binging Netflix. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 24, 202144 min

A shot in the arm for vaccination efforts, a rideshare setback and a retail roundup

The FDA has finally approved Pfizer’s Covid-19 vaccine, and fresh vax mandates are already pouring in. How might this shape the path of the pandemic? We’ll explore. Plus, a California judge just ruled that Prop 22 is unconstitutional -- a big blow for rideshare firms like Uber. But we’ll talk to an analyst who says the stock is still a top pick. And, in today’s retail-themed Rapid Fire: high hopes for Gap earnings, why Peloton looks out of shape, and how to play the ‘ugly shoe’ trend. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 23, 202144 min

From the Desk of Kelly Evans: What’s wrong with the retail sales report

Kelly explains how consumer spending isn’t missing from the official data, it’s simply not there. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 20, 20212 min

Doubting the Fed, China’s crackdown and never return-to-work plans

It’s been an emotional ride for investors as they try to decipher if the Fed’s potential September taper is the right move. We’ll look at how you can best position yourself. Plus, China just passed one of the strictest data privacy laws in the world. We’ll explore what it means for stocks and U.S. companies operating there. And, in today’s Rapid Fire: with the rise of the delta variant, should investors start thinking about *never* returning to the office plans? We’ll dig into that. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 20, 202136 min

Hot or not?, a brewing crypto battle and dining & delta

New credit card spending data shows even more of a consumer slowdown than we previously thought. But one portfolio manager says the consumer has never been healthier. He’ll give us his top reopening play. Plus, we’ll speak exclusively with the litigation firm that’s bankrolling “landmark” legal action against crypto exchange Binance following its May 19th outage. And, could the delta variant and rise of new mask and vaccine mandates bring the restaurant recovery to a halt? We’ll ask the CEO of P.F. Chang’s. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 19, 202144 min

Don’t count them out, under the $HOOD and Cathie Wood strikes back

Another round of weak economic data was released today, as housing starts disappoint Wall Street. But one fund manager is continuing to bet on both housing & the consumer. We’ll ask him if he fears the Fed’s taper. Plus, Robinhood releases its first results as a public company after the bell tonight. Can it live up to the ‘meme mania’ hype? We’ll discuss. And, in today’s Rapid Fire: Cathie Woods goes on offense, the crypto craze hits emerging markets and a controversy in China. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 18, 202144 min

From the Desk of Kelly Evans: Time to taper the taper?

Kelly explains why the only way to reignite the value/reopening trade might be for the Fed to "taper" its own taper talk. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 17, 20212 min

Stocks Sell Off, IPO Woes and a Dire Warning for Muni Bonds

Stocks staging a broad sell-off, but what’s to blame: Fed taper talk, disappointing economic data or the Delta variant? We discuss. In today’s Rapid Fire, a look at IPO woes…Wish CEO’s dismal outlook, Roblox’s reopening wreck, The Honest Company’s rough week and BeachBody’s big investor. Plus, if Congress doesn’t extend the debt ceiling limit, there could be fallout that one investor says would make the Financial Crisis of 2008 look like a “three-minute, G-rated movie trailer.’ He joins us to discuss the potential generations-long impact on the muni market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 17, 202145 min

Another nasty data surprise, an influence setback?, and taking back $2 trillion

Last week saw consumer sentiment plunge, and now New York area manufacturing is slumping too. Is the Fed about to make a major policy mistake by tapering asset purchases too soon? We’ll debate. Plus, China is seizing on an opening in Afghanistan as the U.S.-backed government collapses. How big a setback will this be on the world stage? We’ll discuss. And, the crypto market tops $2 trillion again amid Bitcoin’s remarkable rally. We’ll talk about the turnaround, and what the crypto bulls are now saying about Ethereum, too. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 16, 202144 min

From the Desk of Kelly Evans: Afghanistan

Kelly highlights the destabilization unfolding in Afghanistan right now, and the fallout and geopolitical risks for investors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 16, 20211 min

From the Desk of Kelly Evans: Inflation Situation

Kelly sounds off about expectations that core inflation next year will "only" be 2.5%. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 13, 20212 min

Recovery roadblock, the bitcoin bunch and a box office barometer

The ‘reopening’ stocks aren’t working right now, and neither are ‘stay-at-home’ names. So how is the market still at all-time highs? We’ll discuss. Plus, a family sold everything and put their money into Bitcoin when it was at $900. We’ll highlight the extreme lengths they take to keep the fortune they’ve accumulated safe. And, in today’s Rapid Fire: Disney’s big beat, Apple’s privacy problems and why “Free Guy” could serve as a barometer for the future of the box office. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 13, 202144 min

The jobs experiment, making crypto a currency, and the “debt trap”

Some states ended extended unemployment benefits this year, while others didn’t. What’s happened to the workforce since then? We have new data. Plus, we’ll speak with the man who’s helping bring Bitcoin to El Salvador, and also working to make cryptos real currency by making payments both easier & cheaper. And, the author of a new book called “The Debt Trap” joins to discuss how America’s student debt crisis came to be, and potential solutions to solve it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 12, 202144 min

Peak inflation?, skyrocketing rentals and ThredUp goes down

We’ll speak exclusively with Dallas Fed President Robert Kaplan about today’s soft CPI report, and whether it’s changed his mind about tapering. Plus, it’s not just home buying that’s hot right now. There are now bidding wars for RENTALS! We’ll bring you the sky-high numbers. And, shares of secondhand e-commerce platform ThredUp are lower despite a relatively positive Q2. We’ll discuss earnings & the road ahead 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.

Aug 11, 202144 min

If you build it…, Out of $tock and pizza, pay cuts & payment problems

The Infrastructure bill has finally passed through the Senate. Who stands to benefit from $1 trillion in spending? We’ve got some stock picks. Plus, a foam shortage is tying up production of furniture and other household products. We’ll talk to the CEO of Huntsman in our ‘Out of $tock’ series. And, in today’s Rapid Fire: Domino’s gets saucy, Google proposes a work-from-home pay cut, and why the ‘buy now, pay later’ trend could create a credit conundrum. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 10, 202144 min

Capitol Hill meets crypto, Billionaire vs. Broker and a hot housing play

There’s a digital currency caught in the middle of Congress’ attempt to move the Infrastructure bill forward. We’ll explain why. Plus, we’ll speak with former hedge fund manager John Arnold about his battle against firms like Fidelity when it comes to charity. And, we’ll reveal the newest way that you can make money in the housing market, even when you’re not actually selling your house. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 9, 202144 min

Almost a million, buybacks are back and not small potatoes

The U.S. added nearly 1 million jobs in July, as the unemployment rate drops to 5.4%. Is the labor market stronger than we thought? We’ll explore. Plus, companies have extra cash on hand, and they’re putting it to use. We’ll tell you one sector where buybacks should keep rolling. And, Idaho is running a $900 million surplus, so that means its taxpayers are getting a refund. We’ll talk to the state’s governor all about it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 6, 202143 min

Worker woes, back to takeout?, and Uber’s U-turn

On the eve of tomorrow’s jobs report, we’ll take a look at current employment trends amid the ongoing worker shortage with Recruiter.com CEO Evan Sohn. Plus, with mask and vaccine mandates on the rise, could we all be going back to ordering takeout soon? We’ll ask the CEO of Papa John’s. And, in today’s Rapid Fire: semiconductors surge, Uber’s surprise profit and Yelp adds new filters to keep you up-to-date on Covid requirements. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 5, 202143 min

Robinhood rips, anti-vax: the new smoking?, and the pandemic pivot

Stocks are falling today on a disappointing jobs number, but Robinhood is soaring on the return of ‘meme mania.’ We’ll bring you all the market angles today. Plus -- is refusing to get the Covid vaccines the new smoking? We’ll speak with former HHS Secretary Kathleen Sebelius about how insurers should handle unvaccinated folks. And, we’ll speak with the founders of two different businesses who are evolving with the “new normal” as the delta variant rises and the pandemic continues. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 4, 202143 min

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