
The Exchange
1,736 episodes — Page 31 of 35
Medicine Monday?, the good & the bad, and Bitcoin’s huge backers
For the third week in a row, investors woke up on a Monday morning to promising results on a COVID-19 vaccine.But the market reaction is getting more and more muted. Is all the positivity already baked in? We’ll debate.Plus, more folks traveling is good news for airlines, but bad news for others as the virus spreads. We’ll bring you the latest details on new restrictions around the nation.And, Bitcoin has picked up some big backers lately. We’ll identify the whales that have thrown their weight behind the cryptocurrency and fueled its recent gains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
J.P.Morgan goes “negative”, the class of COVID-19, and a $5M TV timeout?
J.P.Morgan says GDP will shrink in Q1, as positive vaccine news isn’t enough to offset the damage done from new lockdowns.Is this a blip, or a double-dip downturn ahead? Our market experts debate.Plus, as more school districts send students back home, the economic strain on them could be felt for years beyond this pandemic. We’ll explain why. And, the PAC-12 Conference is reportedly losing about $5 million in TV revenue for every football game it cancels due to COVID-19. Can it sustain these financial hits? We’ll discuss in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Time tug-of-war, a three-phase recovery and the Big Game goes cashless
Investors are torn between two narratives: a vaccine for the long-term, and shutdowns in the near-term.Now that the CDC is recommending avoiding all Thanksgiving travel, which should investors be focused on? We’ll explore.Plus, Wall Street’s number one retail analyst joins to discuss his three-phase recovery plan for the sector.And, this year’s Super Bowl will be missing something for the first time in its 55 year history: cash. Why is the NFL going all-in on digital payments? We’ll discuss in Rapid Fire Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The market “hand-off”, a trillion-dollar cushion and the “most disruptive generation ever”
A top strategist says a market rotation is ahead; one which will say ‘goodbye’ to Fed dependence and ‘hello’ to growth. We’ll explain why. Plus, Americans are apparently sitting on an estimated $1.3 trillion in extra cash savings amid the pandemic. Chris Senyek of Wolfe Research joins to discuss what that means for the recovery in 2021. And, Gen Z’s disruptive buying powering will surpass Millennials’ in the next 10 years, according to Bank of America. Which industries could be in line for a boost or a bust? We’ll discuss in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Peak optimism?, the future of travel and Tesla joins the club
Stocks may be down today, but fund managers’ optimism isn’t. According to BofA’s latest Global Fund Manager Survey, they’re more bullish now than they’ve been all year.Is it time for investors to fade the herd, or to follow it? Our market experts debate.Plus, the CEO of Tripadvisor joins to discuss the company’s big bet on rentals, just as rival Airbnb gets ready to go public.And, Tesla is set to join the S&P 500 beginning on December 21st. But with shares already up more than 500% in the past year, can it keep up momentum? We’ll discuss in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The stocks & the science, real estate reality and battle of the payment stocks
Markets are rallying on more vaccine hopes from Moderna, with the Dow nearly hitting 30,000 for the first time. But will this be another reopening trade headfake like we saw last week? Our market experts debate.Plus, real estate entrepreneur Don Peebles joins to discuss the pandemic impact on the industry, including why he expects permanent damage across the retail & office sectors. And, payment players Paypal & Square have had a monster year, as more folks go cashless. But one name has nearly leapfrogged them both in the past quarter. We’ll explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Economic ripple effect, how hot is too hot?, and a front row seat to the recovery
Markets continue to rally in the face of negative virus developments, including cities from New York to Chicago rolling back reopening efforts. We’ll explore the economic ripple effect, and what it could mean for investors. Plus, home prices are on the rise in every corner of the country for the first time in 40 years. But is the housing market getting too hot? We’ll debate. And, lockdowns aren’t stopping fans from planning to attend live events in a post-pandemic world. SeatGeek CEO Jack Groetzinger joins to discuss how he plans to get them back into venues safely. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The big disconnect, a record virus surge and a “WFH” tax?
The markets are setting new records on the same week that COVID-19 cases and hospitalizations are hitting records highs too. How long can this disconnect last? We’ll explore.Plus, the record virus spike is straining medical resources, especially in the South. We’ll get the full picture from the CEO of the one of the biggest hospital systems in Texas.And, a research team at Deutsche Bank is proposing a 5% “work from home” tax. Is it a smart idea, or a financial fantasy? We debate in Rapid Fire Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Another day, another rotation?, China’s tech takedown and return of the dividend payers?
Tech stocks are turning around today, as the high-flyers are taking off yet again while value names sell off. We’ll take a look at why with our market experts.Plus, the regime in China is taking aim at its own tech giants. We’ll explain what they’re doing, why and the implications for firms here in the U.S.And, dividend-paying stocks usually outperform during times of crisis, but not this year. Ned Davis Research’s Ed Clissold joins us to explain why he thinks that’s about to change. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A real rotation?, “One More Thing” and not so divided?
Investors are fleeing many of the names that have thrived during the pandemic, and piling into recovery plays instead. Should you fade the move or chase it? We’ll debate.Plus, Apple’s last product event before the big holiday shopping season is underway. We’ll bring you the highlights and the trade in real time.And, Wall Street Journal’s Jerry Seib says the election could end up empowering both sides of the aisle, and explains the three key things he thinks could get done in the next administration. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks soar on vaccine developments, and America has a new President-Elect
Positive vaccine news from Pfizer is sending stocks surging, just as the presidential election was called in Joe Biden’s favor.The Dow, S&P and Russell 2000 all hitting record highs, as there now appears to be a light at the end of the tunnel for the pandemic.We’ll bring you all of the latest details, and will try to answer key questions that remain about the vaccine, its availability and its effectiveness.Plus, legendary investor Stanley Druckenmiller joins to discuss his views on markets and the historic election, including why he believes the dollar could be in for some big trouble ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Down to the wire, Muni Money and bulls still charging?
America is still anxiously awaiting the outcome of the presidential race.Key states like Pennsylvania, Arizona and Georgia are all still in play. We’ll bring you the latest vote counts as they happen.Plus, investors appear to be banking on a divided government in the new year. But would gridlock actually be good for the muni market? We’ll debate.And, legendary investor Bill Miller explains why he believes it’s still a bull market, and there’s big upside in value stocks and Bitcoin too. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Still waiting for a winner
Stocks are surging again today despite no outcome of the presidential election.We’ll bring you the latest calls from swing states like Georgia, Arizona and Pennsylvania, which are all still in play.Plus, markets are on pace for their biggest weekly gain since April, even while the nation sees a record rise in daily Coronavirus cases.We’ll do a deep dive on the rally, and tell you what to expect from the latest Fed decision just moments away. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Road to 270
Markets are soaring as votes continue to roll in for the yet-to-be-decided presidential election.We’ll dig into what we know so far, and give you the latest calls from crucial swing states.Plus, our market experts break down what this monster rally should signal to investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Your money, your vote
It’s a historic day for the country, as millions of Americans vote in an election unlike any other.Stocks are rallying for the second straight session, despite businesses facing a very uncertain future amid the global Coronavirus pandemic.We’ll follow the money, and tell you all you need to know about the polls, the economy and more ahead of tonight’s outcome. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Less than 24 hours to go…
It’s the eve of the election, and a lot is at stake for investors.From tech regulation, to taxes and energy policy, there’s a ton riding on the outcome.We’ll follow everything you need to know – including the record money pouring into campaigns, and all the possible outcomes for stocks in the coming days.Plus, our own Meg Tirrell explains why Regeneron’s promising COVID-19 antibody treatment would be in short supply if the FDA approved it today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Wild Week, Redecorating Returns, and Social Media Mistrust
The Markets continue to lose momentum as we wrap up a red October and with the Presidential Election just four days away. So will the volatility continue into November? We’ll explore.Plus, there’s one stock that has rallied more than 1000% from its lows this year as it benefits from Americans working from home. We’ll tell you the name and talk to the CEO.And, our new all-America Survey shows almost every demographic is united in one thing…they don’t trust social media. We have the details. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Earnings vs. Covid, Tech Titans Report, and Urban Flight Pain
Since the start of the earnings season, the Dow has dropped 7%, the S&P 5%, and the Nasdaq 4%.Are earnings to blame or is the timing just a coincidence amid the resurgence in Covid cases worldwide? We’ll explore.Plus, with tech earnings on deck, investors have high expectations. We’ll tell you the key things they want to hear from each of the tech titans.And, the recent urban flight is starting to hurt the bottom line of some companies. We’ll break down the names. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The selloff continues, and Big Tech on Capitol Hill
It’s another big down day for stocks, as surging virus cases and new lockdown measures in Europe stoke fears of a halt to the economic recovery.We’ll discuss what’s weighing most on investors’ minds around the globe, and whether or not this is a tipping point or a buying opportunity.Plus, big tech CEOs are back on Capitol Hill, testifying about their controversial content moderation policies. We’ll give you the key headlines as they break. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Big beats/small moves, reading the charts, and a worried consumer?
There’s been a lackluster reaction to the strong earnings reported this season. We’ll discuss what that tells us about the market, and whether or not we’re in a holding pattern until the election.Plus, there’s been a lot of talk about the shift to value names recently…but is the rotation for real? We’ll get technical with Instinet Chief Market Technician Frank Cappelleri.And, the consumer’s outlook on the economy is growing more dim according to a new report. We’ll explore why, and what that historically means for stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks sell off on virus surge, stimulus stalemate
The Dow is on pace for its worst day since June, as investors grapple with rising global Coronavirus cases and a stimulus stalemate in Washington.We look at how investors can protect their money, and identify the sectors getting hit hardest by the selloff.Plus, former NEC Director Larry Lindsey joins to discuss volatility ahead of next week’s election, and what rising virus cases could spell for our economic recovery. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Economic fact check, hot homebuilders, and a Barbie boost
There were a lot of bold claims made about the state of our economy in last night’s presidential debate. We’ll get a fact check, and see who’s doing the best – and worst – right now. Plus, homebuilder stocks are red hot, fueled by high demand and a sizzling housing market. One analyst thinks they can keep up this scorching success up, and he joins to explain. And, Mattel shares are soaring after crushing third quarter earnings, helped in a big way by a surge in Barbie sales. Can it keep up momentum? We debate in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A “mountain-shaped” market, Quibi calls it quits, and a commodities comeback?
One of Wall Street’s biggest hedge fund managers says a big rally is ahead once the next relief bill passes. But with no timeline in sight, is it too soon to buy in? We’ll explore. Plus, streaming service Quibi is shutting down just six months after launching, despite a hefty cash hoard and lots of buzz. We discuss what went wrong in Rapid Fire.And, Jeff Currie of Goldman Sachs tells us why he sees a big move to the upside in oil, copper and other commodities in the new year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Unused billions, a day (or 2) short, and can Tesla deliver?
As Washington battles over the next round of stimulus, hundreds of billions of dollars have gone unspent from other sources of funds. Can that cash still be tapped? We’ll explore. Plus, Netflix says it could’ve beaten Q3 estimates…if the quarter lasted an extra 48 hours. We discuss Netflix’s historic earnings miss in Rapid Fire.And, investors have a lot riding on Tesla’s earnings tonight, with the stock already up 400% this year. Is the bar set too high, like it was for Netflix? We’ll debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
DOJ sues Google, checking it twice and Hummer goes electric
The Dept. of Justice is suing Google, claiming it has a monopoly on the search market. What could this lawsuit accomplish, and will it even matter to the company? We discuss.Plus, the number one retail analyst on Wall Street joins to give us the stock names on his shopping list amid this year’s unprecedented holiday season.And, GM is doubling down on its EV plans, making a multi-billion dollar investment to resurrect the Hummer as an electric truck. We’ll give you the key details on the big reveal expected tonight. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
From the old to the young, the great pickup shortage and M&A mania ahead?
Stocks are gradually being sold by older folks to younger ones, as Baby Boomers retire and cash out of the market. We’ll explain how that rotation is impacting investors of all ages.Plus, pickup trucks are the hottest model on car lots right now…if you can even find one. We discuss the pandemic’s role in auto demand in Rapid Fire. And, crude prices continue treading water, as the industry consolidates further with another big M&A deal today. Are more energy mergers on the way? We explore. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Avoiding value traps, pressure on Big Tech and a tax holiday for private jets
How can investors separate future winners from value traps in the hunt for stock bargains? Our market experts weigh in. Plus, big tech firms are under pressure, as antitrust investigations mount and a key liability shield is in doubt. Who’s most at risk? We’ll explore.And, private jet companies are taking advantage of a tax holiday tucked away in the CARES Act. We discuss the potential windfall for wealthy fliers, and what it means for your money too in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Shaky Ground, Out of Fashion, and Goodbye Value?
Rising cases, rising jobless claims and rising doubts about more Covid relief have the markets on shaky ground.We’ll have the latest and see if earnings can help the market.Plus, one analyst says a number of retailers could be negatively impacted if a blue wave sweeps over Washington. He joins us with the names.And, growth stocks have been outperforming value so far this year, now one major value fund is closing up shop….are investors completely giving up on value? We explore. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Alphabet soup, treatment setbacks and Black Friday(s)
As the market reverses lower, some investors could be misreading the signs when picking a letter to describe the economic recovery. We’ll explain.Plus, Eli Lilly is pausing its Covid antibody drug trial, now the second virus treatment setback this week. Should investors rethink their strategy in the healthcare space? We’ll debate. And, Walmart is throwing out its Black Friday playbook, and breaking it up into three separate sales events. Could this be a winning strategy? We explore in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apple’s big event, cash on the sidelines and a “JV” ETF
Apple kicks off its biggest product event in years, announcing four new 5G- supported iPhone 12 models. We’ll bring you the key details as they break, and tell you all you need to know.Plus, Blackrock CEO Larry Fink says he sees signs of “underlying strength” in the market, including investors sitting on the sidelines who could pump even more cash into stocks. Is he right? Our market experts debate. And, Invesco is launching a “junior varsity” version of its successful Nasdaq 100 ETF, the QQQ. We’ll give you the what, when and why in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Three driving forces, retail’s mega-deal race and the future of live shopping
There are three big forces at play in the market right now: vaccine, election and earnings. Which will be the biggest catalyst for gains? Our market experts debate.Plus, Amazon Prime Day kicks off after months of delays, and other big box players are cashing in with sales of their own. Who will come out on top? We explore.And, brands like Levi’s and Tommy Hilfiger are betting on QVC-style live pitches to reach shoppers amid the pandemic. Is this the next big idea, or a fad destined to flop? We discuss in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trump Calls for More Stimulus, Energy’s Big Week, Launching a Business During the Pandemic
Stocks climb on reports that Pres. Trump intends to raise the stimulus offer to $1.8T, but two strategists say the markets going higher with or without a deal. They tell us where they’re seeing opportunities.Oil making big moves this week, and energy getting the of approval from Carl Icahn. Should investors jump in?Plus, despite thousands of small businesses closing, many are also launching during the pandemic. We have a look at what’s behind the surge. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What’s the Deal?, Banking Bonanza, and a Muni Mess?
Will they or won’t they? Speaker Pelosi says there won’t be a skinny deal for airlines without a broader Covid relief bill. This after the President called talks “productive.” We look at the market impact from all the back and forth.Plus, financials finding some footing recently as we head into a big week of earnings for the sector. We’ll debate what names should be in your portfolio ahead of the results.And, the pandemic is taking its toll on municipal finances across the country, and the work-from-home trend could make it even worse. We’ll tell you how. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks like Skinny, Eli Lilly’s Big FDA Move, & a Real Threat to Tech Titans?
Stocks are rallying as the President proposes smaller, targeted relief aid but do investors believe this is real progress? We debate.Plus, Eli Lilly has filed for FDA emergency use authorization of its Covid-19 antibody drug. We’ll speak with the CEO about the treatment, the potential timeline, and what production could look like.And, in its lengthy report, Congress concludes four big tech giants have monopoly power and it’s time for changes. We look at what is likely to make its way into the bills as the real work begins. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Powell Gets Cautious, Coffee & Carne Asada and Spending Without a Stimulus
Fed Chair Jerome Powell saying the pace of the recovery is slowing and more support will be needed… we discuss what it means for the markets.The teens aren’t spending, according to a new survey, but there is one sector they’re splurging on. We dig into the results.And while teens aren’t spending, adults could be around the holidays even if there isn’t another round of stimulus, according to one analyst Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
From Washington to Wall Street, When the Bill comes…, and Roll the Credits.
As the case count rises in Washington, we look at who has it, and the potential impact on top issues for investors.Plus, two major issues the U.S. will have to deal with after the pandemic…weaker population growth and the drag of high debt. We look at the fallout for the economy.And, an industry on the brink. We’ll look at the future of theaters, malls and Hollywood as cinemas close down again, and the impact it’s having on stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Investors react as the President tests positive for COVID-19
A big day for the markets, the economy and the U.S. after President Trump and his wife test positive for covid-19. We breakdown what it means for investors, policy negotiations, the campaign and the fate of this pandemic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech Tries to Regain Footing, Recruiters are Bullish, and Stimulus Problem Solving
Tech trying to regain its footing after its September swoon. A top portfolio manager reveals what he’s buying now.Despite the ongoing economic uncertainty, recruiters are still bullish ahead of tomorrow’s jobs number.And the stimulus stalemate…with talks frozen in Washington, we talk to a Republican Congressman about his caucus’ bipartisan bill. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Special Episode | The News with Shepard Smith
Today, CNBC launched its newest daily podcast, The News with Shepard Smith. Each day, expect deep, non-partisan coverage and perspective on the day's most important stories. Featuring on-the-ground reporting from around the globe, The News with Shepard Smith goes beyond the headlines to give listeners sharp context into the world around them. It is punctuated by compelling, thought-provoking expert guests – all pulled together by Shepard Smith's trademark devotion to speed, accuracy and the trust of his audience. Available to listen daily by 8:30pm ET / 5:30pm PT. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Palantir Opens for Trading, Dallas Fed’s Kaplan on Dissent, What NOT to do in an Election Year
Palantir opens for trading, we have the tick by tick of its debut. Dallas Fed President Robert Kaplan discusses his dissent in the FOMC decision earlier this month.Plus, one strategist tells us the worst thing investors could do during an election year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Covid Fears Weigh on Stocks, Strong Consumer Sentiment and the Value of “Nothing”
The covid pandemic has killed one million people, and with New York considers shutting down hot spots again, those worries are weighing on stocks. Two strategists weigh in on whether investors should brace for a repeat of March.And despite the stock market’s September swoon, consumer sentiment was strong. We have the latest read from The Business Roundtable. Plus, the value of “nothing.” Why intangible assets may be a better place to put your money than the traditional value index. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Key Deadline for Airlines, IPO-mania and Josh Brown’s Favorite Investing App
October 1 could bring furloughs for more than 30,000 airline employees. Will they get another lifeline? We discuss. It’s a hot week for IPOs, we take a look at the names poised to go public. And Halftime Report’s Josh Brown called it his ‘favorite investment app on Earth,’ we talk to the founder of Earnings Call about what sets his product apart. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Introducing The News with Shepard Smith – Coming Soon
The News with Shepard Smith is CNBC's daily news podcast providing deep, non-partisan coverage and perspective on the day's most important stories. Featuring on-the-ground reporting from around the globe, The News with Shepard Smith goes beyond the headlines to give listeners sharp context into the world around them. It is punctuated by compelling, thought-provoking expert guests – all pulled together by Shepard Smith's trademark devotion to speed, accuracy and the trust of his audience. Available to listen by 8:30pm ET / 5:30pm PT daily beginning Wednesday, 9/30. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The stimulus debate, Palantir’s valuation continues to rise and Wall Street loves Draftkings
Washington may see some movement on another stimulus plan and many say that could be bullish for the markets. We’ll look at where the opportunities could be. And, Palantir’s valuation continues to rise as it gets ready to list next week. The WSJ’s Maureen Farrell give us the exclusive details on what wall street is expecting. Plus, another bullish call on Draftkings as the stock continues to soar and Qantas is selling its airplane bar carts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech Tumult, Stalled Stimulus and Tariff Tantrums
Tech stocks having a whipsaw week and one portfolio manager says there is more pain ahead. He tells us where he’s seeing opportunities.And, St. Louis Fed Pres. Bullard says everything is great, while Goldman cuts its outlook…BofA economist Michelle Meyer gives us her outlook on the economy as stimulus is stalled.Plus, it’s corporate America v. the Trump administration…why thousands of companies are filing suits. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Next Shape of the Recovery, Office Vacancies’ Long Game and the Street’s Battery
Today marks the sixth month anniversary of the March lows, could markets be poised to go from a “V”-shaped recovery to a “W”? We discuss.Commercial real estate services firm Cushman and Wakefield doesn’t see an office vacancy recovery until 2025.Plus, the Tesla Battery Day debate, Nike just did it in the first quarter, and the biggest SPAC deal ever…all in today’s Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Kudlow on Stimulus, Lowering the Voltage, and a Make-or-Break Moment for Apple?
The chorus is growing louder for Congress to pass a stimulus bill. Fed Chair Powell says its essential but with the Supreme Court fight looming, is there any chance Congress can compromise and push the bill through?We’ll ask NEC Director Larry Kudlow. Plus, Apple is down 20% from its high and one of our guests says the stock could be facing a make-or-break it moment. He tells us why. And, Tesla shares lower as Elon Musk tempers expectations for battery day. We look at what to expect, why it matters, and where the stock is headed. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets Sell Off, What’s the deal with TikTok?, and Work-From-Home Winners
Investors are on edge as Coronavirus cases spike overseas, uncertainty over stimulus grows, and the future of the Supreme Court is up in the air. We look at the market impact and how to invest if volatility is here to stay. Plus, Chinese state media says the government won’t approve the TikTok deal in its current form, we’ll head live to Beijing for the latest and whether U.S. companies could be retaliated against should U.S.-China tensions escalate. And, Zoom Video, Peloton and Slack may be the most well-known work-from-home winners but there’s one hot area you may not have heard about and it still has room to run. We speak to the analyst making the case. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
TikTok on the clock, a “post-pandemic reset” and the software surge rolls on
The U.S. will block TikTok downloads starting Sunday, while sources tell CNBC that WeChat is “dead” in this country. We have the latest details, and explore whether a deal will come together to avoid this fate.Plus, Home Depot & Lowe’s have been huge beneficiaries of the stay-at-home trade. But one analyst says that’s about to change in a big, big way. He joins us to discuss.And, another day, another software IPO - this time, video game backer Unity. As its shares surge in their trading debut, we discuss why company employees may cash in sooner than expected in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A real rotation?, the future of medicine and Snowflake is melting
Transports, industrials and materials are stealing the spotlight from technology as market leaders. But can this new leadership keep the market moving forward? We’ll debate.Plus, telehealth player Amwell makes its public debut on the NYSE today. We’ll talk to the CEO about the future of medicine and its work amid the pandemic.And, shares of data darling Snowflake are falling today, after surging as high at $319 per share in its own IPO yesterday. But did it leave money on the table by pricing shares too low? We’ll explore in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.