PLAY PODCASTS
The Exchange

The Exchange

1,776 episodes — Page 31 of 36

Shifting sentiment?, gauging your “options” and earnings heavy hitters

There’s a ton of selling going on today, from stocks to Bitcoin and many, many commodities. With the Fed’s rate decision also on deck, we’ll tell you all you need to know and why. Plus, options, short sellers and Internet message boards are creating some of the wildest stock moves ever. We’ll explore. And, some heavy hitters report earnings after the bell, including Apple & Tesla. We’ll preview both, and tell you how to play them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 27, 202141 min

Justified by earnings?, “brighter days ahead” and a housing market message

Stocks are hitting new all-time highs with nearly every sector represented today, from Microsoft to Etsy and more. Are we looking at a frothy market, or are earnings justifying these sky-high levels? We’ll ask Neil Hennessy of Hennessy Funds. Plus, Alaska Air just posted a quarterly loss, but says it sees signs of brighter days ahead. We’ll speak exclusively with the CEO. And, the latest consumer confidence report is sending a strong message to the housing market. We’ll explain why, and what’s ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 26, 202143 min

An earnings conundrum, the “pipe dream” and Bud bows out

The busiest week of earnings season is underway, and we’re seeing an anomaly develop: beat & drop, or miss & rally. We’ll explore. Plus, we’ll take a close look at pipe financing, an under-the-radar trend that’s helping fuel the recent SPAC boom. And, in today’s Rapid Fire: the most compelling story in retail, a Super Bowl ad shakeup and podcast-palooza. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 25, 202144 min

The wage debate, a trading frenzy and let the games begin

President Biden is expected to sign an executive order today aimed at promoting a $15 Federal minimum wage.We’ll take a close look at the numbers, and debate whether or not it will create progress if it becomes a reality.Plus, trading volumes are through the roof…and it’s not just equities. What’s fueling this high level of engagement? We’ll explore. And, Michigan has officially made mobile gaming legal. We’ll speak exclusively with the CEO of Penn National Gaming to discuss the future of the industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 22, 202154 min

“Casino mentality”, the money keeps flowing and a bad connection?

“Casino mentality”…”carried away”…and “extreme euphoria.” Those are just some of the words two famed investors used to describe the market today. As earnings season kicks into high gear, will they be proven right, or will the numbers justify the multiples? We’ll debate. Plus, investors are piling into one area of the market at the fastest pace in a decade. We’ll tell you what it is, and if you should buy in. And, in today’s Rapid Fire: a moment of truth for Intel, Wall Street goes gaga for Google and an e-commerce boom for Baby Boomers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 21, 202144 min

A triple play of catalysts, a runup into results and “revenge spending”

There’s a triple play of big news to kick off the trading week, including Biden’s inauguration, Janet Yellen’s tough message on stimulus and lots of earnings calls. We’ll discuss the key points you should keep an eye on, and detail the opportunity sectors for 2021 and beyond. Plus, the banks are posting a big rally ahead of earnings results. So why do investors seem unimpressed? We’ll debate. And, in today’s Rapid Fire: the first of the FANGs reports, “revenge spending” in China and what investors think is the biggest “bubble” 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.

Jan 19, 202145 min

$7 trillion on the line, no looking, no problem and cybersecurity carveout

The Fed has been tasked with a delicate balancing act, navigating inflation, deficits, stimulus and much more. But can it handle the job when $7 trillion in taxpayer dollars are on the line? We’ll discuss with Boston Fed President Eric Rosengren. Plus, a new survey found 63% of homebuyers made an offer sight unseen in 2020. We’ll explore the red-hot housing market with Redfin’s chief economist. And, President-Elect Joe Biden’s stimulus plan includes a ton of money for cybersecurity initiatives. Who stands to benefit most? We’ll discuss with Dan Ives of Wedbush. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 15, 202145 min

Bitcoin bounces back, a growing retirement crisis?, and a rare policy change

Impeachment, rising rates, surging virus cases and high unemployment…and the market still isn’t slowing down. And Bitcoin is headed higher again after tanking earlier in the week. We’ll talk all of that and more with Guggenheim’s Scott Minerd. Plus, new data shows millions of Americans are pulling money out of their retirement funds. But what are they doing with it? We’ll explore. And, the FAA just issued a special order to deal with unruly flyers in the wake of last week’s riots on Capitol Hill. We’ll give you all the details. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 14, 202139 min

Inflation nation?, the vote begins and late to the party

Rising inflation is the topic of the day, as commodity prices have begun to soar seemingly out of nowhere. Does this put the Fed between a rock and a RATE place? We’ll debate with our market experts. Plus, the House is debating a second set of impeachment proceedings against President Trump. But will the senate go along? We’ll explore. And, in today’s Rapid Fire: the first big IPO of the year delivers, Intel’s swan song and Airbnb is doing something that may surprise you. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 13, 202147 min

Rising rate debate, red hot energy trade and powerful returns

Interest rates are on the move, hitting their highest level in nearly a year. Could this supertanker swing sink stocks? Our market experts debate, and tell you all you need to know. Plus, the energy sector is soaring, leading the market again as oil rallies. How can investors buy in? We’ll explore. And, Plug Power shares have surged 80% this year, and are higher today on a big new deal. We’ll talk to 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.

Jan 12, 202144 min

Covid relief conundrum, social media showdown and buying the Bitcoin universe

Lines are already being drawn around what the next relief bill should or shouldn’t include.We’ll bring you the latest details from DC, including why you shouldn’t expect that $2,000 stimulus check anytime soon.Plus, we’ll explore why some critics are praising social media platforms for banning President Trump, while others say they’re the problem.And, Bitcoin goes bust, down more than $6,000 today. We’ll discuss why some retail investors need to tread very carefully here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 11, 202144 min

The Bitcoin Boom, “an economic dud” and market disconnect

The Bitcoin Boom continues, with the cryptocurrency surging to all-time highs over $41,000 today.Famed value investor Bill Miller, an early bettor on Bitcoin, joins for an exclusive interview to discuss crypto, crude and more.Plus, former FDIC Chair Sheila Bair called the Fed’s corporate debt relief “an economic dud” in a new op-ed. She joins to explain why.And, we’ll explore the disconnect between soaring stocks and the individual investor, and whether or not you should pull back now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 8, 202147 min

A chaotic and historic 24 hours on Capitol Hill

Congress ultimately confirmed Joe Biden’s election as President, after being disrupted for hours by unprecedented violence & riots yesterday.President Trump vowed an “orderly transition” in a statement, though some top lawmakers are still calling for his removal from office today.And Democrats are set to control all three chambers of government after winning both Senate seats in the Georgia runoff.We’ll bring you the latest details, including analysis from our team of experts on all the angles: policy, economics and the markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 7, 202141 min

All eyes on Washington, vaccine challenges and PPP round 3

Investors are watching the political landscape closely, with a close eye on events today in Washington.As votes are being counted on Capitol Hill and in Georgia, we’ll explore why the markets are already jumping to conclusions about a “Blue Wave.”Plus, the COVID-19 vaccine rollout is going much slower than expected. We’ll discuss the holdup and the key reasons behind it. And, nearly $300 billion in fresh PPP funding is set to become available soon. We’ll explain why some small businesses still have concerns. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 6, 202135 min

Here comes Georgia, Taper Tantrum 2.0?, and watching the money flow

Investors are anxiously awaiting the results of the Georgia Senate race.The outcome could impact everything from tech to energy stocks and more. We’ll break it all down.Plus, Morgan Stanley says the Fed will announce tapering this year. Could that lead to a ‘taper tantrum’ like it did back in 2013? We’ll explore.And, one expert says Bitcoin’s rally isn’t a repeat of 2017, in part because of the big money entering the game. He’ll join us to explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 5, 202144 min

Stocks tumble to start 2021

In the span of just a few hours, the stock market went from the “Everything Rally” to the “Everything Selloff.”With the Dow on pace for its worst first trading day of the year since 1932, should investors expect gloom ahead in 2021? We’ll debate.Plus, this is a make-or-break year for the travel sector as people try to get back to a sense of normalcy. But what are the top plays? We’ll explore.And, money keeps pouring into Georgia amid one of the most consequential senate races in years. We’ll look at where we stand. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 4, 202143 min

Covid concerns, breaking bottlenecks and distillers cheer new stimulus bill

Virus cases continue surging across the country, as the U.S. hits new records for hospitalizations and daily deaths.We’ll bring you the latest updates, and explain how COVID-19 could impact the stock market as it hovers near record highs.Plus, we’ll speak to a company trying to break through vaccine bottlenecks using supply chain solutions.And, craft distillers lost $700 million in sales during the pandemic, but Michter’s Distillery still finished 2020 in the green.We’ll talk to its President about help it got from the e-commerce boom, and why the latest stimulus bill was a shot in the arm. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 31, 202045 min

A valuation revolt?, rise of the individual investor and a crude reality

When Facebook and Honeywell shares are trading at the same lofty valuation, could the market be out of whack?We’ll debate, and take a closer look at whether or not stocks are getting too pricey here.Plus, individual investors jumped head-first into the market this year. We’ll discuss their influence and who benefits the most.And, Dan Yergin of IHS Markit explains why he thinks crude is trapped in “virus alley,” and why it could remain there next year too. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 30, 202045 min

To spend, or not to spend?, ‘Streets of Dreams’ and a touchdown for big tech

Stocks are pulling back, but only after hitting record highs once again.Can more stimulus help keep the gains coming in 2021, or is that unnecessary now? We’ll debate.Plus, “The Profit” host Marcus Lemonis joins us to talk the consumer, the next round of PPP and his “Streets of Dreams.”And, in today’s Rapid Fire: Amazon scores with the NFL, streamers get a holiday download boost and a big investor goes after Intel. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 29, 202045 min

Stocks Soar on Stimulus, China Pressures Alibaba, and the New Real Estate Hotspot

Stocks climbing higher after President Trump signed another round of stimulus, one strategist reveals the names she’s snapping up with just four trading days left in 2020. Beijing moving to regulate Jack Ma’s Ant Group and launching an investigation into Alibaba…why big tech in China should be concerned. Plus, it’s not just suburbs seeing a surge in homebuying…we get a look at the other, often-overlooked, hot real estate market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 28, 202044 min

What’s the deal?, stimulus winners and a unionization situation

President Trump is calling on congress to change the latest stimulus bill, and markets seem unfazed. What’s the deal? We’ll debate.Plus, we’ll dive into who the winners of the stimulus bill are, including one high-flying stock that’s up more than 200% this year.And, in today’s Rapid Fire: a push to unionize Amazon workers, a warehouse gold rush and high score for video games stocks in 2020. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 23, 202045 min

2021 catalysts, can the hot housing market avoid a winter freeze?, and Apple’s big auto bet

Stocks are looking for direction today, as virus fears are outweighing vaccine rollouts in consumers’ minds.We’ll look ahead to what could be the next catalyst for markets in the new year.Plus, existing home sales just dropped for the first time in 6 months. Is the hot housing market losing steam? We’ll discuss.And, in today’s Rapid Fire: Apple wants to make cars, Peloton’s big purchase and Lululemon wants more overseas exposure. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 22, 202044 min

Worries vs. Relief, the state of stimulus and from beaker to bulk production

A new COVID-19 variant abroad is overshadowing a new stimulus deal here at home. Will the markets end up shrugging this off, and where do stocks go from here? We’ll debate.Plus, we’ll take a closer look at what’s in the latest round of stimulus, and how soon folks could see relief.And, we’ll check in with a company that makes components for Covid vaccines on how the rollout is going. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 21, 202044 min

All talk, no action?, a vaccine battle and a profitable IPO

We’ve heard a lot of talk out of Washington about getting a stimulus deal done soon.But things just got more complicated, as The Fed gets thrown into the mix. We’ll explain why.Plus, a battle is brewing between Pfizer and the government over a lack of direction on vaccine shipments. We’ll give you the latest details.And, in today’s Rapid Fire: Poshmark turns profitable during the pandemic, support for Airbnb and Sony gets ‘Cyberpunk’d’. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 18, 202045 min

Bitcoin’s New Record, Home Flipping May Be Flopping and Papa John’s CEO

As bitcoin hits an all-time high and big-name investors pile in, we talk to the CEO of PayPal’s crypto provider. Plus, the housing market is still red hot, and it’s not just buyers getting priced out. Why house flipping is flopping. And pizza is outperforming other fast food this year, the CEO of Papa John’s joins with what’s working. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 17, 202045 min

Investors Await the Fed, Biotech’s Best Year Ever, and Robinhood Gets Sued

Strategists and economists join with a look at the Fed’s unprecedented year—what worked, what didn’t and what investors can expect in 2021. Biotech was the big winner in 2020, a top analyst has his picks for next year. And Massachusetts suing investing app Robinhood, alleging it gamifies markets and manipulates investors…we get a look at the potential fallout. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 16, 202041 min

Triggering a sell signal, a fast food check-in and down & out on Main St.

Fund managers are underweight cash for the first time since 2013, and Bank of America says that’s triggering a “sell” signal. We’ll take a look at the history, and our market experts debate whether or not you should follow that advice. Plus, as we close out a tough year for restaurants, we’ll speak with the CEO of Restaurant Brands Intl. about what he expects in 2021. And, The U.S. Chamber of Commerce painted a bleak picture of small businesses in its latest report. We’ll ask what it wants in the next stimulus bill. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 15, 202044 min

The big rollout, vaccine bullishness and crude’s incredible comeback

Pfizer’s COVID-19 vaccine has begun rolling out at hospitals across the nation.We’ll speak to Walgreens’ VP of Pharmacy Operations about how and when the public will start receiving it. Plus, the Dow is trading above its record close as investors buy into renewed stimulus talks. Should you bet on its passage? We’ll discuss.And, crude is rallying as Gold’s glitter fades. We’ll ask Goldman Sachs’ Jeff Currie why, and what he thinks of these moves. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 14, 202045 min

“FANG” to FANG, a nationwide rollout and an all-cash movement

Big tech names are falling flat this week while energy stocks like Diamondback Energy (Ticker: FANG) surge. Should you stick with the new winners? We’ll debate.Plus, we’ll tell you how retailers, hospitals and governments are all preparing for a COVID-19 vaccine rollout, as approval could come in the next 48 hours.And, we have exclusive data on where all-cash homebuyers are going, how they’re securing funds and whether any buyer can use this strategy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 11, 202045 min

Airbnb’s big debut, the booking boom and an urban legend?

We’re awaiting the next mega IPO, with Airbnb set to more than double once it opens. We’ll bring you all angles, including the pricing, the fundamentals and the trader mentality. Plus, we’ll hear from one of Airbnb’s biggest competitors, Booking.com. The CEO explains why he thinks it has the upper hand.And, Bank of America says the talk of folks fleeing big cities is exaggerated. They’ll tell us why, and how to play the homebuilder trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 10, 202047 min

Opening the door, the next market catalyst and a 29-hour holiday party?

Huge demand for DoorDash’s IPO today, with the stock surging upwards of $100 over its initial price range. We’ll have all the details.Plus, sky-high valuations are triggering fresh warning signs for stocks, including sell signals according to one key metric. We’ll explain why. And, in today’s Rapid Fire: a big day for Disney, Robinhood’s IPO potential and why office holiday parties are going to look very different this year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 9, 202044 min

The FDA’s next move, $549 headphones and overly optimistic?

Pfizer’s COVID-19 vaccinations are underway in the UK, while the FDA is expected to give U.S. approval this week. We’ll break down this monumental rollout. Plus, Apple says its new fitness subscription service will launch next week, and unveils the new $549 Airpods Max. We’ll discuss Apple’s ‘flex’ in Rapid Fire.And, Goldman Sachs raises its GDP outlook, as JPMorgan says any market correction is a buying opportunity. Is the market getting overly optimistic? 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.

Dec 8, 202045 min

IPO frenzy, the “golden” girl and chips, rides and rock ‘n’ roll

Airbnb & Doordash are leading an IPO rush as the end of the year fast approaches. But are IPOs better bets than shiny new SPACS? We’ll debate.And, one widely followed economist says don’t be fooled by Gold’s recent weakness, because Janet Yellen is as bullish as it gets for the yellow metal.Plus, in today’s Rapid Fire: Intel can’t catch a break, a Wall Street “Lyft” and Bob Dylan is set to join the $100 million club. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 7, 202044 min

Record Highs for Stocks, Grocers Prepare for Vaccine, and Pets, Pleas, and Pursuits

As stocks hit a record high here in the US, one strategist says international stocks could also be poised to take off.And today is the deadline for states to submit their plans for the first round of Covid vaccines, we talk to a grocery store executive about how they are preparing for their arrival.Plus, in today’s Rapid Fire: Petco is going public…again, AMC’s plea to shareholders and there’s a car chase on the Street on an auto stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 4, 202045 min

Do we have a deal?, warm weather woes and a Bitcoin tax hit?

Senate Majority Leader Mitch McConnell says a new stimulus deal is “within reach” – and President Trump agrees.We’ll speak with one of the senators leading the jobless benefits push in Washington. Plus, the averages are rallying today, but Lands’ End isn’t along for the ride. We’ll talk to the CEO about why warmer weather could be a big problem in Q4.And, if you bought Bitcoin and want to take some profits, be prepared for a potential tax hit – regardless of how you trade it. We’ll explain why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 3, 202044 min

A reversal of fortune, Musk’s warning to workers and what goes up…

November saw a huge market leadership change, as Energy & Financials broke out along with Silver, Copper and even Bitcoin.But will this pattern continue into the year-end and beyond? Our market experts debate. Plus, Tesla CEO Elon Musk isn’t mincing words when it comes to telling his employees to keep costs down. We’ll explain why in Rapid Fire. And, traders say vaccine stocks are starting to trade too much like speculative plays, as Moderna rallies 121% in the past month. We’ll discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 2, 202045 min

A December to remember?, betting big on beauty and an early nod from Wall St.

The bulls are charging back to kick off December, with the S&P 500 and Nasdaq hitting record highs.Are we setting up for another big month, or did November’s jump steal from the ‘Santa Claus’ rally? We debate.Plus, we speak exclusively with the CEOs of Kohl’s and Sephora Americas about their new retail partnership announced today. And, D.A. Davidson is initiating Doordash as a “buy”, calling it a category leader – even though it hasn’t gone public yet. We explain 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.

Dec 1, 202054 min

Can the record run to continue?, Bullion vs. Bitcoin and battle for the retail crown

Stocks are lower today, but still on pace to close out a monster month of gains and record highs. But is there more to come? We’ll debate.Plus, Gold is getting pummeled just as Bitcoin shoots back up to near all-time highs. We’ll take a look at the tug-of-war between these two investments. And, with holiday shopping in full swing, we’ll explore who could take the retail crown as shoppers shift out of the store and move online. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 30, 202045 min

The hot housing market, delivery dilemma and a new retail reality

The housing market is scorching right now, with low rates and supply sending prices sky-high. But is the market getting too hot? We’ll discuss.Plus, pharma companies are getting ready to ship COVID-19 vaccines. But how will the states distribute them? We’ll ask the governor of Nebraska.And, the President of the Forbes Company explains how he plans to keep shoppers out of his malls this holiday season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 25, 202045 min

Dow rallies past 30,000 for first time ever

Today marks a huge milestone for the stock market, with the Dow trading above 30,000 for the first time in history.All 11 S&P sectors are higher, and the underperformers of 2020 – Energy & Financials – are leading today’s gains.And it’s all happening against a backdrop of slowing consumer confidence, increased virus-related restrictions and rising COVID-19 cases across the nation.We’ll follow the money, and tell you all you need to know to stay ahead amid this historic market rally. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 24, 202045 min

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.

Nov 23, 202045 min

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.

Nov 20, 202044 min

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.

Nov 19, 202045 min

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.

Nov 18, 202044 min

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.

Nov 17, 202045 min

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.

Nov 16, 202045 min

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.

Nov 13, 202045 min

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.

Nov 12, 202043 min

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.

Nov 11, 202045 min

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.

Nov 10, 202043 min