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The Exchange

The Exchange

1,736 episodes — Page 33 of 35

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

U.S. -China Showdown, Slow & Steady Wins, and “Some Good News.”

Protests erupting in Hong Kong after China’s government proposed a new security law aimed at bringing Hong Kong under full Chinese control. We look at the fallout for the markets, and the complicated position it puts the U.S. in.Plus, there’s one part of the market that is outperforming all three major averages and every other sector. We’ll break down what it is and if you should play it.And, ViaccomCBS buying the pandemic’s hottest new show, “Some Good News”, from John Krasinski. Is it just a Corona-one-hit-wonder or the start of a new content wave? 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.

May 22, 202046 min

Housing One-Two Punch, Vaccine Safety, and Teflon Tech?

Existing home sales in April dropping to the lowest point in nearly 10 years as the market got a one-two punch from inventories and prices. So did we hit a bottom in April? And how quickly can the housing market recover? We’ll take a closer look.Plus, the world is racing to develop Covid-19 vaccines at record pace, and at a time when there’s still a lot we don’ t know about the virus. We look at the safety concerns.And, is tech the Teflon sector? One analyst says yes. He tells us why and where he sees tech going from here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 21, 202046 min

Growth Versus Value, Mansion Mania and the Future of Flicks

With growth stocks are outperforming value names by the widest margin in decades, two portfolio managers duke it out over which is the better bang for your buck.And, from mortgages to mansions—we get reads on the hottest trends in housing.Plus, the CEO of Sony Pictures entertainment joins to discuss Apple TV spending $70m for its new Tom Hanks’ picture and the future of the movie industry as states reopen. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 20, 202046 min

Next Phase of Relief, The Honey-Do List is the New Trend and the Banks Ripe for Buying

After Secretary Steve Mnuchin and Fed Chair Jerome Powell gave remote testimony in front of the Senate Banking Committee, we discuss what the next phase of relief out of Washington could look like.And as the retailers report earnings this week, we take a look at why the good ol’ honey-do list could be one of the new trends in the sector.Plus, as banks underperform, the CEO of KBW, which advised on two-thirds of the largest bank mergers last year, joins to discuss where he sees opportunities for M&A in the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 19, 202046 min

Coronavirus Hopes, Big Bets on Biotech, and Jordan Rules.

Markets rallying on promising vaccine news and reassuring words from Federal Reserve Chairman Jay Powell. We’ll talk about what it means for your investments.Plus, investors -big and small-are flocking into the biotech sector in large numbers. We’ll look at the names they’re flowing into and whether you should follow suit.And, if Michael Jordan were a stock, analysts would have a buy rating on the former basketball icon. We will 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.

May 18, 202040 min

Stocks Slide, Genetics & Covid-19, and Keep the Middle Seat Open?

Stocks continue to sell off amid increasing China tensions and some weak economic data. One of our guests says there are five things that could cause a another selloff from here. He tells us what they are.Plus, there’s so much we don’t know yet about Covid-19, including what role genetics may be playing in how severely someone gets infected. The CEO of 23andMe joins us with what her company is doing to get to the bottom of it.And, there’s a battle brewing between Washington and the travel industry over whether or not they can mandate airlines to operate at 60 percent capacity to keep people safe. We look at the potentially fallout for the industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 15, 202049 min

First Depression of our Lifetimes?, Reopening Malls, and Casinos of the Future.

Eurasia Group’s Ian Bremmer says we’re in the first Depression of our lifetimes and massive relief and subsidies are needed to get us through it. He joins us live with how much pain he sees ahead.Plus, we check back in with one luxury mall owner and operator since he started reopening some of his properties. He tells us how much foot traffic he’s seeing and which brands are doing better than others.And, Casinos are eager to reopen as they’ve watched their stocks sink over the past three months. When they do though, the things we’ve come to expect…slot machines, table games and buffets… may look and feel very different. We’ll have a closer look at the path forward for the industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 14, 202046 min

A Long Winter Just Weeks Away from Summer? This University Will Have Students Back on Campus and the Supply Chain Moves Back to China.

Stocks selling off as Fed Chair Jay Powell delivers downbeat commentary earlier in the day, adding him to the list of heavyweights, including Warren Buffett and Sam Zell, to warn about the economy. So, should investors be ready for a long winter as we head into summer? We discuss. And, companies shifted supply chains from China to other parts of the world like India and Vietnam due to the US trade war…now it’s shifting back to China as those countries grapple with COVID-19. We have an insider’s look at the shifting supply chains. Plus the President of Kelly’s alma mater, Washington and Lee University, joins with how they’re readying to get students back on campus in the fall. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 13, 202046 min

Pricing in Negative Rates?, Unchartered Waters, and Surprise Forbearance.

A slew of policymakers have come out against the idea of negative rates in the past couple of days but the President likes the idea. We take a closer look at whether negative rates would do more harm than good to the U.S.Plus, the Fed is boldly going where it’s never gone before….the ETF market, specifically corporate bond ETFs. We’ll look at why this could help brighten economic prospects not just for Wall Street.And, the Cares Act encouraged mortgage servicers to give forbearance to anyone immediately, no questions asked. Turns out, they may have taken that guideline a little too far. 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.

May 12, 202048 min

Disney Reopens its Shanghai Park, China is Hacking Pharmaceutical Companies and Choice Hotels CEO on the Future of Travel.

Disney reopening its Shanghai Disneyland, making it the first park to reopen during the COVID-19 pandemic—we go live to Shanghai for the details and hear from Disney CEO Bob Chapek on Disney’s path forward to reopening.Plus, the Department of Justice’s assistant Attorney General for National Security joins to discuss the “holy grail” of biomedical research and why China is launching cyberattacks on US pharmaceutical companies.And as more states reopen across the country, Choice Hotels CEO Pat Pacious weighs in on the challenges facing the industry and what hotels could look like in a post-coronavirus world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 11, 202047 min

Labor Secretary Scalia on April’s Record Job Losses, the Surprising Industries Still Hiring and What Will the Return of Sports Look Like?

20.5 million jobs were lost in the month of April, sending unemployment to 14.7%. Labor Secretary Eugene Scalia joins to discuss the economic impact and whether the worst is behind us. Plus, during record unemployment, a check on the top industries hiring and the positions that are most in-demand.And, with the NFL announcing its full-season schedule yesterday, we’ll get an inside look at the timelines for the return of professional and college sports. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 8, 202046 min

A Wall Street Rally, Campus Conundrum, and Silicon Valley Layoffs.

Stocks rallying on positive drug news, earnings, and optimism that the economy will improve as states start to reopen. We’ll look at how investors should position themselves as the markets and the economy show signs of life.Plus, a battle is brewing in the education world as to when colleges should open. We’ll speak with the President of the Arizona University who says they’re absolutely planning to reopen at the end of August.And, Silicon Valley is shedding thousands of jobs amid the pandemic. We’ll look at what areas are getting hit the hardest and what we could see when the economy recovers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 7, 202046 min

Zero Visibility, PPP Problems, and a Path Forward for Autos?

Companies across all sectors are pulling guidance as Covid-19 continues to take its toll on the economy. So how do you invest in a market with no clear outlook? We’ll ask the experts.Plus, a new study by the Federal Reserve shows loans haven’t been going to the hardest-hit areas. We’ll tell you why.And, as auto sales have been hit hard, we’ll speak to the CEO of one company that’s found a way for dealerships to move inventory without people visiting their showrooms. He tells us why he thinks this could be a path forward for the industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 6, 202045 min

Reopening Rally, WeSue, and What Should Disney Do?

A CNBC rapid survey showing that economists are feeling positively about third quarter growth, so what should investors do? One top strategist tells us why it’s a bond picker’s market.And WeWork founder Adam Neumann is suing SoftBank for reneging on a multi-billion dollar lifeline. The details on how a relationship went sour and the battle between the personalities behind the two companies.Plus, Disney reports earnings after the bell…with parks shuttered, sports cancelled and movie sets dark, one analyst has the alternative form of entertainment Disney could tap into during the ongoing pandemic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 5, 202046 min

Relief Rally Over?, Health vs. Jobs, and Crisis in Columbus.

One of our guests correctly called the March bottom and the rebound in energy stocks. Now he says this market rally may be over. He joins us to make his case.Plus, as states begin to reopen, some workers are facing a difficult choice between their health and their livelihood. We have the details.And, Columbus, Ohio has been hit particularly hard financially by the pandemic. The city’s mayor joins us to talk about the challenges ahead as Ohio starts to reopen. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 4, 202046 min

Wall Street Selloff, Reopening Malls, and Musk “Downgrades” Tesla.

Stocks selling off after a historic month of April. Do investors simply have a hangover or is there real fear that the “new normal” as parts of America reopen is going to be really slow and take a really long time? We’ll take a closer look.Plus, text the store, wait in your car. That’s the new normal at one Detroit mall reopening with curbside pickup today. We’ll talk to the owner of that mall about how it’s going and how they plan to keep people safe.And, Tesla tumbles as Elon Musk goes on a tweet storm about the stock price. We have the details and what else the Billionaire had to say. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 1, 202046 min

The Fed’s Money Moves, Apple’s Influence, and Small Biz Concerns.

The Fed is expanding its Main Street lending program to include more businesses and types of loans. But are the Treasury and the Fed taking enough risk to help the economy, and are we seeing that they may not be on the same page? We’ll take a closer look.Plus, as Apple goes, so goes the market. It sounds like an exaggeration but we’ll show you why it might not be.And, we’ll talk to a CEO whose company makes key parts for ventilators and says they’re getting hit, not just by the pandemic, but also by the ongoing trade war with China.. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 30, 202056 min

Is the Rally for Real, Vindication for the Fed and The End of the Sharing Economy?

With the Dow climbing 500 points today, the market rally has started to broaden out beyond the FANG stocks… can investors trust this positive momentum? Two strategists weigh in.And with just minutes before the Fed’s interest rate decision, we take a look at why the problems with the Small Business Administration’s PPP lending system could vindicate the Fed for taking its time executing its stimulus plan. Plus, Lyft and Uber announcing massive layoffs. WeWork letting 100 people go at its San Francisco office and Airbnb lowering its valuation…could this pandemic bring an end to the sharing economy? We discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 29, 202042 min

Consumer Confidence Crushed, The Street’s Only “Sell” Rating on Amazon and the College Cash Conundrum

Consumer confidence tanked in April, posting it’s second biggest drop ever. The CEO of The Conference Board tells us what steps need to be taken to revive the economy—and why things could be looking up.R5 Capital’s Scott Mushkin is the only analyst on the Street with a ‘sell’ rating on Amazon…what’s got him bearish about the tech giant.And Northwestern University was given $8.5m in federal aid from the CARES Act, NU President Morton Shapiro discusses the current challenges facing academia and why the college is returning the money.Plus, the CEO of Waffle House on the future of dining out as restaurants in Georgia reopen. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 28, 202047 min

Wall Street vs. Main Street, from Disease to Debt, and the College Cash Crunch.

The S&P is now just 15 percent beneath its all-time high and 30 percent from the lows a month ago despite a pandemic that’s cost 26 million jobs. So is the stock market being too optimistic? We take a closer look at the disconnect between Wall Street and the real economy.Plus, after the disease come the debt. The U.S. is heading for a nearly 4 Trillion dollar deficit this year. How can things get back on track? We’ll explore.And, public colleges are losing millions in state funding across the country as state budgets take a huge hit. We’ll look at the ripple effect- including closures-this could have for years to come. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 27, 202049 min

Write Off Earnings?, the Wild, Wild West of testing, and the Office of the Future

Many investors are writing off this earnings season due to the coronavirus but Mohamed El-Erian of Allianz says it’s very important. Who’s right? We debate.Plus, antibody tests are considered key to reopening economies but they are raising alarms. We speak to one expert who says it’s the wild, wild west out there.And, when workers finally return to work, the offices they return to, will likely look very different. We’ll tell you what kind of changes could be coming your way. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 24, 202047 min

Potentially Bad News for Gilead, Oil Tanker Boom & Housing Shock Ahead?

Stat News reporting that the WHO posted the results of a drug trial in China that revealed Gilead’s remdesivir, an antiviral it had hoped could treat COVID-19, was ineffective. The news sent shares sinking…we talk to the reporter behind the story. And oil clawing its way back after its historic collapse earlier this week, the CEO of a tanker company joins with why that drop is a boon for his company. And new home sales falling sharply in March, Bank of America’s Michelle Meyer joins us with her near- and long-term housing forecasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 23, 202049 min