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The Exchange

The Exchange

1,708 episodes — Page 32 of 35

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

A Broken Record, Restaurant Reality, and Social Media Giants take a Stand.

Tesla, Apple, Netflix, Amazon, these are just some of the same stocks that keep hitting all-times highs. This can’t be sustainable…or can it? We’ll debate.Plus, one Texas restaurant owner shares his main concern as cases in his state spike and re-opening plans get rolled back. And, social media giants take a stand in Hong Kong but are they on a collision course with the world’s biggest consumer market, China? We’ll look at how this could impact their bottom line. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 7, 202046 min

Markets Defy Expectations, A New Rapid, Mobile Coronavirus Test and the PPP Recipient List

Stocks are rallying, but big banks like Goldman and Citi aren’t running with the bulls…a look at why the markets are defying expectations and the names to own now.And the CEO of Becton Dickinson joins to discuss the company’s new rapid, mobile Covid-19 test.Plus, after the government released a list of PPP recipients, our panelists take a look at the companies that took loans, and the potential pitfalls of making that information public, 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 6, 202046 min

Searching for Direction, Restaurant Reality Check, and the Moderna Mystery

Investors seem to think June’s strong jobs gains may not last as the stay-at-home trade keeps going strong. Should you stick with those stocks or not? We’ll ask.Plus, an inside look at Moderna’s corporate culture and how the company became the frontrunner to develop a Coronavirus vaccine despite not having a single medicine on the market.And, McDonald’s pausing its plans for reopenings as Covid cases rise. Will others follow suit, and what names are best positioned to weather the storm? We have a restaurant reality check. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 2, 202046 min

Vaccines the driver now?, Tesla Takes Over, and Real Estate Reality

Reopenings and macro data were the key drivers of the market action in the last quarter, will the next six months be driven by vaccine news like today? We debate.Plus, full speed ahead for Tesla as the company becomes the world’s largest automaker by market cap. Can it keep the momentum going? We explore.And, we’ll speak with one of New York City’s largest property owners about whether rent payments are picking up as the city reopens. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 1, 202046 min

Investing in a world with no guidance, Facebook faces backlash from advertisers and Boeing’s 737 Max gets back in the sky…for testing.

More than 40% of companies have pulled guidance this quarter, so how do investors invest in a world without clarity? ‘Plus, more companies – big and small – will stop advertising on Facebook. Will it matter in the long run or will they get through this unharmed? We debate.And, re-opening and re-closing. The story of one small business in Arizona who opened their shop and closed just 3 days later. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 29, 202046 min

Reopenings Rolled Back, Mortgage Forbearances Rise & The growing Facebook Boycott

With another volatile day on Wall Street, we take a closer look at the biggest catalyst for the markets. Is it the virus or the Fed? We explore.Plus, Coronavirus mortgage bailouts suddenly swell as homeowners face new struggles. We’ll tell you what they are and what it means for the overall housing market.And…the list of companies boycotting ads on Facebook keeps growing. We’ll look at whether it could lead to changes and what it means for Facebook’s bottom line. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 26, 202046 min

Under the Radar Plays, Four Economic Scenarios and Bowdoin College’s Back-to-Campus Plan

A volatile day on Wall Street as the reopening of states across the country is put on pause, a top strategist gives his under the radar small cap stocks to buy now.And with jobless claims climbing, but factory data strong, Morgan Stanley’s Chief US Economist digs through the mixed reports and lays out four possible outcomes for this post -Covid economy.Plus, the President of Bowdoin College lays out the plans for reopening campus in the fall--which students will be back in the dorms, who will be learning from home and how much it will cost. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 25, 202046 min

Stocks Tumble on Virus Worries, Doubts about Reopenings, and the Stay-at-Home Trade.

Stock getting slammed as Covid cases spike across the country. We’ll look at the hotspots and what it could mean for states reopening, and for the markets.Plus, from restaurants, to casinos, to banks, we drill down on the individual sectors and the big movers.And, as cases spike, we look at the stay-at-home trade and the names that could benefit. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 24, 202046 min

Stocks Too Overheated?, The $600 Debate, and How to Get Into College without SATs

Stocks rallying again today with the Nasdaq touching a new record high—we dig in for buying opportunities as some worry the market is too overheated.And, the $600 wedge: why some people may rejoin the workforce despite making more on current unemployment benefits and what needs to be done to keep the economy running.Plus, the soaring under-the-radar stay-at-home trade, MLB’s reopening plan, and how to get into college in a post-Covid world. 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.

Jun 23, 202046 min

Too Top-Heavy?, SEC Shuffle Winners, and the Great Covid Coin Shortage

Apple is once again nearing record highs, and it exerts a ton of force on the markets. We take a closer look at whether this market is too top-heavy.Plus, billionaire investor, Mike Novogratz, says the shuffle at the SEC is going to be positive for one area of the market. He tells us which one.And, why the recent pandemic has many businesses and consumers hoarding coins. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 22, 202046 min

Stocks Pare Gains on Renewed Coronavirus Concerns, Apple’s App Store Battle, “Follow the Yellow Brick Road”

News that Apple is reclosing some of its stores amid a surge in coronavirus cases caused stocks to pare early gains and head into the red, we discuss whether this is the news bearish investors were awaiting.And it’s not just store closing Apple is dealing with, we take a look at what an ongoing fight with a prominent developer—and increasing attention from regulators both here and overseas—could mean for the company.Plus, Morgan Stanley’s Chief US Equity Strategist on why he’s upping his price target on the S&P 500 despite the uptick in COVID cases and why investors should “follow the yellow brick road.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 19, 202046 min

What jobless claims are telling us, Nikola’s first analyst call, Fleeing to Florida, the economic hit from ‘Work From Home’

Investors are trying to read the tea leaves of the latest jobless claims numbers for a look at where the economy may be here. We look at the trends, the fallout and what it means for the markets. Plus, Nikola has doubled in a month and it’s diving head first into the EV market, taking on Tesla. The first analyst to initiate coverage on the stock tells us why it’s a buy here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 18, 202046 min

Powell’s Warning, Biggest Apple Bull, Vaccine by November?

A life-saving treatment for coronavirus and record retail sales in May pushed stocks higher despite Fed Chair Jay Powell’s warning about the economic downturn and more shutdown measures back in place in Beijing. A panel of experts discuss what’s next for the economy, the markets and your money.And Citi is now the biggest Apple bull on the street with a $400 price target. The analyst behind that call looks at the headwinds—and tailwinds—for the company.Plus, the healthcare strategist who says there will be a coronavirus vaccine ahead of the US Presidential election joins us with who’s leading the charge. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 16, 202046 min

Bulls vs. Bears, Covid Cases Spike, and 1999 all over again?

With the Bulls and Bears battling it out on Wall Street, we look at who’s bound to have the upper hand, and what that means for your money.Plus, almost half of all U.S. states are reporting a rise in Covid cases but is the case count really what investors should be watching? We’ll explore.And…there’s something happening in the market that we haven’t seen since the late 1990s and one of our guests calls it “the perfect storm.” He tells us what it is and why it could spell trouble for Wall Street. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 15, 202046 min

The Corporate Debt Threat, Restaurants’ New Reality, and Time to Buy Oil?

Corporate America has been on a borrowing binge this year, could we be setting ourselves up for a very slow economic recovery because of this? We’ll explore.Plus, Darden’s former CEO joins us with his take on the future of the restaurant industry and who is best positioned to adjust to changes in a post Covid world.And, oil is on pace for its first negative week in seven and one market watcher says now is the perfect time to buy. He tells us why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 12, 202046 min

Finding Opportunities in the Market Sell-Off, Corning’s Vaccine Effort, The Day Trader Effect

With the Dow falling more than 5% in its worst drop since mid-March, one trader tells us which names he’s cherry picking amid the sell-off.And the CEO of Corning joins to discuss how his company is joining the fight to find a coronavirus vaccine as biotech companies make big advances in potential treatments.Plus, we take a look at the effect the surge in day trading has had on the market and whether it spells more froth ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 11, 202046 min

The Fed’s Next Move, Kudlow on Fourth Round of Stimulus, Starbucks’ Strategy Shift

The Dow falling for a second straight day, while the Nasdaq touches a record intraday high ahead of the Fed’s interest rate decision. We examine the moves still available to help keep the economy humming.And the White House saying there is a very good chance there will be a fourth phase of stimulus, NEC Director Larry Kudlow joins to discuss.Plus, why Starbucks is taking a page from rival Luckin Coffee’s playbook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 10, 202045 min

Sign of a Top?, The Tesla Rally, and Woes from Home.

The Dow is taking a breather, the NASDAQ crossing 10,000 for the first time ever, and the S&P is up over 25 percent since mid-March. We look at whether this market could be topping out.Plus, legendary investor Ron Baron says Tesla will be up ten fold from where it is today, even as the stock hits all-time highs. Will he be proven right? We debate.And…why work from home could backfire for companies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 9, 202046 min

The Rally Marches on, Reopening NYC, i-Search Ahead?

With stocks continuing to rally--despite the National Bureau of Economic Research declaring the US is in a recession--a top asset manager discusses the sectors that are poised for gains.And, the CEO of Empire State Realty Trust, which ones the famed Empire State Building, discusses the reopening of NYC and what the city looks like post-COVID 19.Plus, Google pays billions of dollars to be the default search engine on Apple’s operating system, but what happens if Google stops paying up? One analyst says it’s time for an Apple search engine and suggests one to buy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 8, 202047 min

Jobs Shocker, Dow Powerhouses, and Mortgage Rates Spike

Today’s jobs report defying all expectations, showing job growth and fewer unemployed Americans. So did the stock market have it right all along? We’ll explore.Plus, Boeing shares up 124% and Apple up 50% since the March lows, we’ll take a closer look at what’s driving the gains of these two Dow Powerhouses.And, the surge in bond yields isn’t great news for homebuyers shopping this weekend. We’ll tell you what it means for the overall health of housing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 5, 202048 min

Can you Trust the Rally?, What’s Next for Muni Bonds, Retail Tenants Leave Rent Unpaid

Markets on track for their third straight week of gains, but can you trust the rally? One strategist says he’s not overreaching right now.And, the CEO of the largest minority- and woman-owned investment bank joins us to talk everything from how to make businesses more inclusive to the muni bond market.Plus, with retailers not paying rent, we take a look at the legal battle commercial landlords will be facing and and how the mess could leave local governments holding the bag. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 4, 202046 min

Small Caps are the Next Big Thing, Healing America, IPO Comeback?

Stocks staging yet another rally today, one strategist tells us why small caps are the next big thing.And Franklin Raines, former Fannie Mae CEO and the first African American CEO of a Fortune 500 company, weighs in on what corporate America needs to do to help heal the country during this time of social unrest.Plus, the CEO of Silicon Valley Bank discusses whether IPOs are set to stage a comeback and what the tech landscape will look like post-pandemic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 3, 202047 min

Markets Shrug Off Unrest, The Changing Retail Landscape and Facebook Employees’ Dissent

With stocks shrugging off ongoing civil unrest in America on top of coronavirus concerns, we take a look at why the markets don’t seem to care and what you should do with your money. And a former retail CEO weighs in on why he’s staying positive on the sector, while also anticipating big corporate changes thanks to the COVID-19 pandemic.Plus, Facebook employees organize a virtual walkout after it refuses to moderate a post by President Trump. The Verge’s Casey Newton and former Facebook Chief Security Officer Alex Stamos discuss what that means for Facebook, and why social media can’t ‘de-platform’ the President. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 2, 202046 min

Wall of Worry, A Historic Launch, and “Just Don’t Do It”

The market adding civil unrest to the wall of worry, which already includes the showdown with China and the Coronavirus Pandemic. Are investors walking into a trap? We’ll take a closer look.Plus…what NASA and SpaceX’s historic launch means for the future of American spaceflight, SpaceX, and Tesla, as Elon Musk’s reputation keeps growing.And, why NIKE saying “Don’t do it” could be a lesson for other companies on communication during a crisis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 1, 202046 min

U.S.-China Tensions, Trump vs. Twitter, and an Epic Housing Shortage.

Stocks had a nice run this month but just as the markets are finding their footing, investors have to deal with a new worry, China. We look at what’s at stake for your money.Plus, the war of words between the White House and Twitter heating up, the stock is down again, is Jack Dorsey going to regret policing political speech? We have the latest.And more on the epic supply shortage in housing, the impact on prices, and on the overall housing market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 29, 202045 min

Kudlow’s big rebound prediction, Shoppers Surprise, and Back-To-Work Bonuses?

National Economic Council Director, Larry Kudlow, sounds off on U.S.-China tensions, the state of reopening, jobless claims, paying companies to come home, and paying workers bonuses to get back to work.Plus, the man behind the idea of back-to-work bonuses…Senator Rob Portman joins us with a closer look at how his plan would incentivize the unemployed to find a job.And, new retail data that caught one of our guests completely off guard. A look at the numbers and what it could mean for the industry going forward. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 28, 202049 min

Room to Run, the Race for a COVID-19 Antibody Drug, and the Most Underappreciated Risk

Another rally on Wall Street and two strategists both say there’s more room to run…where they’re finding opportunities.The CEO of AbCellera joins to discuss the company’s partnership with Eli Lilly in the race for a COVID-19 antibody drug.And two policy strategists weigh in one of the biggest and most underappreciated risks for the market right now.Plus, a ‘cool’ trade for the summer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 27, 202046 min

Hunting for Yield, the “Sharpest and Shortest” Recession, and HBO’s New Streaming Service

As stocks stage a major rally on vaccine hopes, two strategists reveal where they’re hunting for yield—including an under the radar play.Plus, one economist explains why he thinks a V-shaped recovery could still happen.And HBO Max, the most expensive streaming service to hit the market, launches tomorrow…the man behind it joins to talk timing, content and competition Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 26, 202046 min