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The Exchange

The Exchange

1,736 episodes — Page 32 of 35

Countdown to The Fed, a Facebook freeze and a red-hot Snowflake

The Fed is set to announce its decision on interest rates, wrapping up its final meeting before the election. We look at the market-moving comments investors need to watch for.Plus, dozens of celebrities are freezing their Instagram accounts as part of a one-day boycott. We explore the movement behind the social media protest in Rapid Fire. And, data startup Snowflake soars at its public debut, with shares even halted temporarily amid a rush of buying. We discuss whether there’s too much froth in piping-hot software IPOs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 16, 202044 min

Apple takes the stage, Buffett’s big data bet and is the worst behind us?

Apple unveils a bunch of new hardware and software offerings at its latest product event. We’ll bring you instant analysis of each new product as the announcements unfold. Plus, Berkshire Hathaway is making an unusual investment – a multi-million dollar stake in soon-to-IPO Snowflake. We explore what the investment means for both Snowflake and Warren Buffett. And, Bank of America’s top brass says consumer spending in August returned to 2019 levels, after a sharp decline earlier in the year. Is the worst of the economic pain behind us? 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.

Sep 15, 202047 min

50 days out, airlines’ turbulent year and the battle for TikTok is over

We’re just 50 days away from the biggest wildcard for the stock market: the presidential election. We explore what’s at stake for both voters & investors. Plus, it’s been a tough year for the airline industry, but lately investors appear ready to buy in again. We speak with JetBlue CEO Robin Hayes about investor appetite and the path to recovery.And, ByteDance has chosen Oracle as its U.S. partner in TikTok. But it’s not a buyout, or what President Trump requested. We break down the ins & outs of this unusual deal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 14, 202044 min

Alive & Well, Apple’s App Store Move, and the Refi Boom

Despite warnings from some high-profile investors this week, Bank of America says don’t worry, the Bull Market is alive and well. Are they right? We’ll ask.Plus, Apple issues new rules for the App Store and it’s sending the streaming stocks lower. We look at what’s changing and who’s impacted the most.And, a record number of Americans could be saving as much as $500 a month on their mortgage but they aren’t. We look at why and whether you could be one of them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 11, 202046 min

Struggling for direction, the read on realty and the NFL returns

The bulls and bears are fighting a tug-of-war for control of the market after a three-day tumble. What should investors do right now, and what would signal the end of the selloff? Our panel of experts debate.Plus, we talk to the CEO of one of the country’s biggest landlords to find out what his tenants are seeing in the economy right now.And, the 2020 NFL season kicks off tonight, and there’s a lot of money riding on its success. We explore who’s got the most at stake 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.

Sep 10, 202046 min

Excessive Enthusiasm?, The C-Suite-Main Street Disconnect, and a Bright Spot for Restaurants

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Sep 9, 202044 min

Beating the Market, Tesla gets snubbed, and how low can Apple go?

We’ll speak with a fund manager whose 5-star fund is beating 99% of his peers and is up 68% year to date. The stocks he’s buying may not be on your radar. We’ll tell you the names and what makes them attractive. Plus, Tesla gets snubbed by not getting added to the S&P 500. We take a look at why that move is emblematic of the current market set-up.And, while most of Wall Street was yelling “buy” on Apple, Goldman went against the curve and said “sell.” We look at why and how low they think it can go. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 8, 202046 min

A topsy-turvy day, jobs report tea leaves and time to ditch growth stocks?

Another rollercoaster day for the averages, with stocks unable to hold onto gains following this morning’s jobs report. Our market experts break down where the weakness is, and how investors should react.Plus, nearly 1.4 million jobs were added in August, but the number of people out of work is still down by more than 11 million since the pandemic hit. We discuss the labor market, economic recovery & more with Boston Fed President Eric Rosengren.And, Steve Grasso of Stuart Frankel explains why it might be time for investors to take profits from growth stocks like Apple, and begin to buy into cyclical names. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 4, 202046 min

Market mayhem, a sector pulse check and Apple gone rotten?

The red-hot tech sector is cooling off, leading today’s sharp move lower for the averages. Our experts break down why there’s a sudden change in market confidence.Plus, amid today’s rollercoaster market action, we drill down on what’s happening for Tesla, leisure stocks and the restaurant sector.And, Apple is one of the biggest drags on the Dow, on pace for its worst day since mid-March. Is this simply investor profit-taking after completing its stock split, or a sign of trouble ahead? We debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 3, 202046 min

Market momentum, where the jobs are & the ‘Jordan effect’

Kelly gets ‘technical’, using charts to explain why the S&P and Nasdaq trading sky-high above their 200-day moving averages is signaling the market could be overbought.Plus, with the August jobs report on deck, a new industry report paints an optimistic picture of hiring trends across the country. We break it all down with Recruiter.com CEO Evan Sohn.And, NBA legend Michael Jordan is taking an equity stake in Draft Kings in exchange for becoming a special advisor to the company. We break down this unprecedented deal, and the power of MJ’s brand 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.

Sep 2, 202046 min

Here comes September, the individual investor boom and ESG under attack

September kicks off with new all-time highs for the S&P and Nasdaq, but there’s still a ‘wall of worry’ awaiting the market. We break down what investors need to watch.Plus, mom & pop stock trading is at its highest level in a decade, powered in part by Coronavirus lockdowns and free apps like Robinhood. We explore how the rise of individual investing is shaping the market right now.And, the Labor Dept. is proposing new rules that could limit ESG investments in 401(k)s, and some of the world’s largest asset managers are pushing back. We discuss the key details. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 1, 202046 min

The final luxury frontier, drama at the golden arches and a delicious new “SPAC”

Space is widely referred to as “the final frontier”…but could it be the final “luxury” frontier too? We speak with an analyst who’s betting that consumer space travel is the next must-have for the rich, and why Virgin Galactic is the way to play it. Plus, McDonald’s has some harsh words for its ousted CEO Steve Easterbrook, amid a lawsuit to recoup some of his compensation. We break down the company’s unusual corporate drama, and what it could mean for other firms in the future. And, snack maker Utz makes its public debut on the NYSE through a special purpose acquisition company (SPAC), following nearly a century as a private family-owned business. We explore the benefits of SPACs for Utz & others 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.

Aug 31, 202046 min

Cracks in the Economy?, Electrifying Gains, and a Glam Slam.

Big layoffs, warnings from food companies, and cautious Fedspeak today…is the economy starting to lose momentum? We’ll explore. Plus, forget Apple and Amazon, if you’re looking for gains, head to the electric vehicle market. We’re talking moves of more than 300%. We look at whether this is sustainable and which stocks are due for a pullback.And, Ulta’s online sales surged 200% in the last quarter. We have a closer look at the products that helped the bottom line and whether the trend will continue to be a thing of beauty. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 28, 202045 min

Inflation calibration, the clock runs out and a historic moment for sports

The Federal Reserve says its shifting its policy around inflation, which could have long-lasting effects on our economy. We break down this historic move with Dallas Fed President Robert Kaplan.Plus, Walmart is teaming with Microsoft in the battle for TikTok, on the same day the embattled social media firm’s CEO quit after less than three months on the job. We explore all of the TikTok drama in Rapid Fire.And, a historic moment for sports, as NBA players walked out of games in protest of the shooting of Jacob Blake. We discuss the path forward for pro sports amid social unrest. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 27, 202046 min

Anxiously awaiting Powell, poised for a breakout and a looming career crisis?

Stocks hit new highs today ahead of a key speech from Fed Chair Jerome Powell tomorrow. Will Powell’s remarks be as “profoundly consequential” as strategists are predicting? Our market experts debate.Plus, we get ‘technical’ with Stephen Suttmeier of BofA Securities, who sees four stock charts suggesting a potential breakout ahead.And, as we celebrate Women’s Equality Day, the future for working women is murky as family obligations increase amid the COVID-19 pandemic. We’ll talk with a economist who says this potential career crisis could set economic equity for women back decades. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 26, 202046 min

An ETF shakeout, a software-fueled surge and housing too hot?

Market volatility has led to a major shakeup for ETFs this year, with nearly 200 shut down so far in 2020 – the typical amount for a full year. What does the future hold for passive investments? We’ll explore.Plus, the stay-at-home trend has fueled a flurry of cloud & software IPOs. Is this a fleeting moment for the sector, or tech’s time to shine? We discuss in Rapid Fire.And, housing has been a lynchpin of the economic recovery, with July sales soaring nearly 14%. But with home prices near record highs, is the real estate market running TOO hot? 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.

Aug 25, 202046 min

Apple’s Dow influence, a fast food hiring spree and a classroom calamity

Apple shares hit new all-time highs ahead of its upcoming stock split, while Microsoft joins the chorus of companies speaking out against its App Store policies. We break down what the split could mean for weighting in the Dow, and whether Apple’s road to $3 trillion just got trickier.Plus, a pandemic-induced hiring spree has led to nearly 500,000 new jobs in the fast food space. We discuss which restaurant names are leading the way, and who’s lagging behind in Rapid Fire.And, according to a new Barron’s report, the economic fallout could reach $700 billion if America’s schools continue to remain closed. We explore all angles of this looming education crisis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 24, 202046 min

Existing Home Sales Surge, A Decade to Dig Out for NYC, Hotel Headwinds

Stocks rallying after existing home sales in July posted its biggest increase EVER… an economist and an investment strategist weigh in.And entrepreneur Don Peebles on Joe Biden’s messaging…and why it’s going to take NYC a decade to recover from the economic fallout due to the pandemic.Sticking with New York, some big-name hotels are in big trouble as they remain vacant. A look at the foreclosures that may be coming in Manhattan and across the country. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 21, 202046 min

What’s Going on in California?, States Sue USPS, and Taco Bell’s Pandemic Revamp

California is having a rough go… blackouts and wildfires on top of the Covid 19 outbreak. We talk to the mayor of San Jose about all that, plus the future of Uber and Lyft in the state.Speaking of California, it’s one of the states as part of a coalition suing the United States Postal Service. The Attorney General joins to discuss the suit.And, Taco Bell’s pandemic revamp, Instagram’s new feature and Airbnb plans to go public. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 20, 202046 min

Towering Timber, Trump the “Activist,” and Fanny Packs are Back!

Lumber prices are soaring in 2020 as homebuilding is hot…a look at how to play that surge without having to buy a forest.And, why Axios’ Dan Primack calls Trump an ‘activist’ when it comes to getting involved in dealmaking.Plus, a shuffle button for Netflix, Harvard on hold, and fanny packs are back. That’s 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.

Aug 19, 202047 min

Oracle enters the fray, an ‘epic’ injunction and priced to perfection?

A source tells CNBC that Oracle has entered talks to acquire TikTok’s U.S. operations. We break down the contenders vs. pretenders in the race for a TikTok takeover.Plus, ‘Fortnite’ maker Epic Games is seeking a preliminary injunction against Apple is in its App Store dispute. Could this be the start of trouble ahead for the tech giant? We explore in Rapid Fire.And, the S&P 500 and Nasdaq just hit new record highs. But as retail names sell off and stimulus talks stall in Congress, is this as good as it gets for stocks? Our market experts debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 18, 202046 min

Vaccine Stocks the Next Weed Stocks?, Robinhood is “unethical,” and “Tik” for Tat

With vaccine stocks on a tear due to late-stage trials and government contracts for Covid vaccines, Jefferies’ Healthcare Equity Strategist tells us why those names could go the way of the pot stocks.And, a Democratic Congressman explains why he called trading app Robinhood ‘unethical’—and the changes he wants made to protect customers.Plus, in today’s Rapid Fire…Uber’s California fight, the US and China’s “tik” for tat, Buffett’s shiny bet and NYC hotels get an elopement boost. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 17, 202046 min

A legal setback, the retail wreck and trade talks in limbo?

A California court just ruled Amazon can be liable for defective third-party goods sold on its marketplace. What does that mean for the future of its e-commerce business? We debate in Rapid Fire.Plus, retail sales climbed for the third straight month in July, and yet retail bankruptcies continue to rise – now totaling more than 40 this year. We explore the retail wreck.And, scheduled U.S.-China trade talks are reportedly in limbo, as tensions between the two nations continue to climb. But is the ‘phase one’ trade deal in jeopardy too? 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.

Aug 14, 202047 min

A standout stock, Apple’s fitness ambitions and private sector to the rescue?

Tesla & Moderna are among the high-flying Nasdaq names in 2020, but shares of diabetes management innovator Dexcom have nearly doubled this year too. We talk to CEO Kevin Sayer about what’s driving company growth.Plus, Apple is reportedly set to launch a series of consumer subscription bundles, including virtual fitness classes. Can it compete with the likes of Peloton & Nike in the exercise sector? We debate in Rapid Fire.And, is the private sector the solution to solving the COVID-19 testing crisis? We ask expert Dr. Michael Osterholm, who gives the U.S. a failing grade in our efforts thus far. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 13, 202047 min

What Harris means for Wall St., vertical veggies and a muni mess?

The anticipation for investors is over as Joe Biden has selected Sen. Kamala Harris as his running mate. What can Wall St. expect if the pair get elected in November? Our experts debate.Plus, vertical farming unicorn Plenty just inked a deal to supply produce to more than 400 Albertsons stores. We discuss the deal, the ag-tech startup scene and more with Plenty CEO Matt Barnard.And, investors poured more than $19 billion into municipal bond funds over the past three months. But can the “muni” momentum continue? We’ll explore. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 12, 202046 min

S&P Near All-Time High, How Safe is Russia's Vaccine? and the Fall of Fall Sports

With the S&P 500 just points away from its all-time intraday high, we take a look at whether there is more positive momentum for stocks and where to put money to work. And, Russia approving a Covid vaccine for the public without completing a Phase III trial and without any studies published by researchers...the Director of the Vaccine Education Center at the Children's Hospital of Philadelphia weighs in on the safety issues and how that could disrupt the global race for a vaccine. Plus, the pandemic could cancel the fall season for college sports, leaving colleges without billions in revenue. A top expert weighs in on the wide-spread ramifications. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 11, 202046 min

Room for a compromise, TikTok is hot and the U.S-China fight moves to the cloud

Treasury Sec. Mnuchin says there’s room for compromise on a new COVID-19 relief deal, just days after President Trump signed executive orders furthering aid amid stalled talks in congress. Is a new deal on the horizon? We’ll explore.Plus, Twitter has reportedly emerged as another potential suitor for TikTok, joining frontrunner Microsoft. But will TikTok’s U.S. ban ever actually take effect? We’ll discuss with a pair of experts.And, Chinese cloud giants Tencent & Alibaba could be next on the chopping block, as the White House urges an American boycott on them. But could this rock the market here at home? We’ll 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.

Aug 10, 202046 min

No More Urgency?, The China Tech Takedown, and Learning Pod Problems.

The jobs report was better than feared after a bad ADP reading. Will that take the urgency away from a stimulus deal? We have the latest.Plus, the President is escalating his tech battle with China saying he’ll ban business transactions with the owners of WeChat and TikTok. The move could have huge implications for U.S. companies. We’ll explore.And, while New York just announced schools can open this fall, many other states are opting for online-only.That decision is making some parents ban together to form learning pods at home. Will this just widen the achievement gap between rich and poor? 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.

Aug 7, 202057 min

July Jobs Lookahead, Facebook’s Hate Speech Hotline and Muni-versities at Risk

Markets in limbo ahead of tomorrow’s July jobs report and an agreement on stimulus from Congress. The CEO of Recruiter.com—which called the past three jobs numbers right—tells us what he’s looking for in the data.Plus, a Facebook hotline to report hate speech, Nikola is no longer pre-revenue and people are taking the plunge into pools…that’s in today’s Rapid Fire.And, colleges have borrowed heavily from muni markets over the years…why that could put some universities on the financial brink. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 6, 202046 min

Buffett Buys Banks, Square Co-Founder Donates to Vaccine Research, from College Town to Ghost Town

Wall Street may not love banks, but Warren Buffett sure does—the Oracle of Omaha buying Bank of America shares for 12 days in a row. A top analyst tells us why banks could climb 50% from here.And, Square Co-Founder Jim McKelvey says he couldn’t wait for government money to go to Covid research…how he’s putting his own money to work at a medical school to help fight the pandemic.Plus, CNBC takes a look at an Ohio city that’s gone from bustling college town to a quiet ghost town due to the coronavirus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 5, 202046 min

The $600 Debate, Home Affordability at Highs, Retiring During a Pandemic

As Congress has yet to pass another round of stimulus, the debate over whether the $600 unemployment benefit keeps people out of work is ongoing. A former Labor Department Chief Economist weighs in. And record low mortgage rates are leading to a four-year high in home affordability. What that means for the housing market. Plus, we break down how much money you need to retire during the Covid crisis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 4, 202046 min

Microsoft in “TikTalks”, A Bond Market Message?, and Covid Drug Progress.

Microsoft confirms it is looking to buy TikTok and has to get a deal done in 6 weeks. The President weighing in on the matter again today. We have the very latest, and how a deal could reshape the tech landscape.Plus, yields are at record lows and the Nasdaq at record highs. This as we head into the worst month of the year for stocks. Do you stay the course or get defensive? We debate.And, Eli Lilly is launching a phase three trial of its Covid antibody drug in nursing homes. The Chief Scientific Officer joins us live with the timeline and how it could protect one of the most vulnerable age groups. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 3, 202047 min

Big Tech’s Big Week, Jumbo Rate Jump, Pinning Gains

From a Congressional hearing to blowout earnings, the four big tech titans had a busy week. We talk about their dominance and what’s next for the industry.And jumbo mortgage rates are higher than their conforming counterparts for the first time in seven years. What’s behind the move and what it means for homebuyers.Plus, men are ‘pinning,’ travel stocks feel the pain and a sports double-bubble. That’s 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.

Jul 31, 202046 min

Title: Big tech on deck, the $600 debate and a helping hand in Las Vegas

Apple, Amazon, Alphabet and Facebook all report earnings after the bell today, and that could create market volatility if any disappoint. Our market experts tell investors what to watch for.Plus, a potential extension of the extra $600 per week unemployment benefit just stalled in the senate, as it’s set to expire tomorrow. We break down the latest stimulus talks with Sen. Amy Klobuchar.And, despite a slowing recovery in Nevada, Las Vegas Sands just pledged to continue paying all of its employees through October 31st. LVS President & COO Robert Goldstein joins us with all the details. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 30, 202046 min

Tech Titans on Capitol Hill

Tech Titans Zuckerberg, Bezos, Pichai and Cook testify in a Congressional antitrust hearing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 29, 202059 min

Outlook Gets Murkier, Exclusive Interview with the Pfizer CEO and Toll Roads to Save States?

As earnings season marches on, second half outlook is getting murkier as companies fail to issue guidance due to the ongoing pandemic. Two strategists give their clear winners for the rest of the year.And the Pfizer CEO joins in an exclusive interview on the heels of their earnings beat and the start of the company’s late stage Covid-19 vaccine trials.Plus, why toll roads could help make certain muni bonds a buy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 28, 202048 min

Vaccine diversity, solar energy is hot, and a common thread?

Shares of Moderna are higher as it kicks off Phase 3 trials of its COVID-19 vaccine today. But there’s a key consideration when it comes to recruiting volunteers. We’ll explore.Plus, while investors have been eyeing the stay-at-home trade lately, solar energy has been red hot too. But can the sector keep powering higher? We’ll discuss with an industry analyst.And, safe havens like Gold, Silver and bonds are rallying right alongside the stock market. Is there a common thread driving all of these assets higher? Our market experts debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 27, 202049 min

Amazon’s Competition Issue, Fate of Major Cities, Record Low Rates

As regulators focus on breaking up big tech, an expose in the Wall Street Journal accuses Amazon of using its investments and deal-making process to launch products comparable products to put competitors out of business. A former FTC Chair and law professor weighs in. And people are leaving major US cities in droves due to the ongoing pandemic, we take a look at their fate and if they can bounce back. Plus, mortgage rates have hit record lows…good news for homebuyers, not great news for banks. We’ll tell you why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 24, 202046 min

Trouble Brewing, Can Chipotle Keep Delivering?, and “A World of Hurt”

With jobless claims picking up, uncertainty over what additional stimulus will looks like, and Florida recording its highest single day increase in covid deaths, will these market gains stall out? We debate.Plus, an exclusive interview with Chipotle CEO Brian Niccol. Digital sales more than tripled in the second quarter, the stock is up 35% this year…can the company keep it up? And what’s next? We’ll ask.And, “a world of hurt”, that’s how one casino executive describes Las Vegas. We’ll check in on the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 23, 202046 min

US Tension with China Flares, CEOs on Stimulus and ‘Contact’ Sports

Tensions heating up again with China after the US ordered its consulate in Houston, TX closed. We discuss the geopolitical and the market risks.And, Congress is currently hammering out what the next round of stimulus should look like…Conference Board President Steve Odland has what CEOs are looking for.Plus, one company is putting the contact tracing into contact sports…that’s 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.

Jul 22, 202046 min

Betting on a Comeback, Hitting the Brakes, and the Sneaker Trade.

The S&P on track for its best July in a decade, everything form fast food to healthcare to housing hitting new highs today. Is tech’s historic run about to give way to America’s comeback kids?Plus, speaking of historic runs, Tesla’s been on an epic stock bender this year. We look at whether the stock can keep climbing after its key earnings report tomorrow, with profit expectations running high.And, the sneaker trade, a trip down the produce aisle, and Wall Street potentially walking away from New York City, that’s all ahead 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.

Jul 21, 202047 min

Time running out, transport tea leaves and Amazon’s amazing run

The extra $600 per week unemployment benefit is set to expire at the end of the month. What happens if it gets wiped away? We’ll explore with Evercore ISI Policy Economist Ernie Tedeschi.Also, new airfreight data indicates Asia & N. America are past the worst of the Coronavirus impact…but the Eurozone is a whole different story. We’ll discuss. And, Goldman Sachs & Jefferies are both boosting their Amazon price targets to a street high $3,800 as shares have soared off recent lows. But can it keep up this amazing run? 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.

Jul 20, 202046 min

The China Challenge, Netflix Shoots for the Stars, and The Kitchen Trade

The Administration ramping up its China rhetoric and blaming several U.S. companies for being part of the problem. Is it just saber-rattling or a real new worry for Wall Street beyond Covid-19?We’ll debate.Plus, tech lower once again with Netflix leading the declines on growth concerns. By elevating one of Hollywood’s most powerful people to CO-CEO, is the streaming giant making the right move?And, a different way to play the stay-at-home trade…we’re cooking up some kitchen stocks poised for big gains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 17, 202046 min

Twitter hack attack, the pizza trade is still hot, and all in on value?

Twitter is under pressure following an unprecedented hack targeting the accounts of some of its most high-profile users. A cybersecurity expert explains how this could have happened.Also, Domino’s shattered second quarter earnings estimates as delivery & takeout demand surged amid the pandemic. But can that deliver more gains for its stock? We’ll explore. And, as growth powerhouses start to lose steam in the market, are under-the-radar value names poised to outperform? We’ll debate with our markets panel. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 16, 202046 min

Stocks Surge on Vaccine Hopes, Alternative Reads of the Economy, Drive-Ins Drive Revenue

Stocks climb on Moderna’s vaccine trial news—we have the details and what the next phases will look like. Plus, Jefferies tracks real-time data like consumer foot traffic and restaurant bookings to get a better idea of how quickly the economy will recover from the pandemic fallout—their Chief Financial Economist has the details. And, what’s old is new again… The Count Basie Center for the Arts has pivoted to drive-in entertainment to generate revenue. The CEO joins to discuss and give us an update on their PPP loan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 15, 202046 min

Optimistic vs. Overheated, Coronavirus Testing Turnaround and the Hot Pizza Trade

Stocks surging partly on hopes more government stimulus is ahead…should investors should ride the wave of optimism or are stocks overheated? We discuss.And the coronavirus testing fiasco: wait times for results are getting longer and longer while pro-athletes in the NBA’s so-called “bubble” in Orlando reportedly get their results in hours. The Chairman of the lab conducting those tests joins us, along with Univ. of Minnesota’s Dr. Michael Osterholm on how we got here and what the government needs to do. Plus, the pizza trade is piping hot, Amazon’s building boom and no more summer vacation…that’s all in today’s Rapid Fire, including a surprise guest appearance! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 14, 202046 min

Betting on a bounce, Disney’s dilemma and traders love a bargain

Some of the most popular stocks to own on Wall Street are also the most expensive. Is it time to bet on some underdog names instead? We’ll discuss.Also, Disney says it’s closing its Hong Kong theme park amid a rise in new COVID-19 cases in China. Could Disney World in Orlando be headed for the same fate? We’ll debate in Rapid Fire.And, a new study found that more time at home is *not* the reason why trading apps like Robinhood have seen a surge of activity. We’ll explore trading behavior amid the pandemic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 13, 202046 min

A “new” bull market, Tesla’s electric run and trouble for TikTok

Markets are shrugging off record virus spikes and election concerns, on pace for a second straight week of gains. Is this the start of a “new” bull market? We’ll discuss.Also, Tesla shares continue driving to all-time highs. Does the stock belong in the S&P 500? We’ll debate in a scorching edition of Rapid Fire.And, while the Trump Administration considers banning TikTok, Gene Munster of Loup Ventures says any ban would likely be temporary. He’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.

Jul 10, 202046 min

The Reopening Trade Fades, What’s Wrong with Wells?, and I.C.E Cold

Covid cases are rising, supreme drama in DC and rethinking reopenings…investors are digesting a lot of headlines today. As selling pressure creeps back into the market, how worried should you be?Plus, Wells Fargo is underperforming its peers, layoffs could be ahead, and it’s the only bank to cut its dividend. So is the stock untouchable or ripe for a comeback? We debate.And, a new immigration policy is putting thousands of international students at risk of deportation. The CEO of the College Board has taken a stand against it. He joins us to discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 9, 202047 min

Navigating the Volatility, The One Retail Name to Own and Bill Griffeth’s Rapid Fire Return

With stocks having a volatile session after yesterday’s selloff, two strategists on the sectors to buy and which to avoid.And Bank of America Securities’ retail analyst tells us which name she’s cherry-picking out of the wreckage and giving a ‘buy’ rating.Plus, Rapid Fire gets even hotter with the return of Bill Griffeth…the panel tackles everything from Facebook’s civil rights fallout to the reopening of Disney to Nikola Corp. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 8, 202046 min