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The Exchange

The Exchange

1,776 episodes — Page 33 of 36

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

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