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What Do Gasoline, Consumer Products, and Crypto All Have in Common? They’ve All Been Hit Hard by Market Volatility. 5/19/22 May 19, 2022

Show notes

Gasoline inventories are going to hit historic lows and distillate over this summer, forecasts Paul Snakey of Snakey Research. He joins us to discuss the emerging crisis in U.S. oil product markets; the current battle between low refining runs relative to all-time record refining margins; and the choice to make gasoline or diesel, both of which are in increasingly short supply. Plus, new reports from Target and Walmart signal that more markdowns and price increases are likely to come. Stacey Widlitz of SW Retail Advisors tells us why free money, artificially high savings rates, and a lack of inventory leading to full price selling is now a thing of the past. And, will the stablecoin challenges seen in recent week lead to a better, strong ecosystem? Blockchain.com co-founder and CEO Peter Smith joins us to explain why he sees the current dip as a “fear based capitulation wave.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman’s “Margin of Safety” Stocks; The Crude Reality of Diesel Fuel Prices; Disruptor 50: How One Company is Revolutionizing E-Commerce Through Robotics. 5/18/22 May 18, 2022

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Brian Sullivan lays out 20 stocks that Goldman Sachs identifies as falling within the bank’s “margin of safety”. Plus, the true cost for truckers filling up with diesel fuel. And, the CEO of CNBC Disruptor Exotec, on how robotics can help address the global supply and labor shortage. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Changes China is Making to Ease the Global Supply Crunch; Which Retailers Will Stand Out During Earnings Season?; Where Wall Street is Putting its Money in the Pennsylvania Primary. 5/17/22 May 17, 2022

Show notes

Lori Ann LaRocco discusses the steps China is taking to try to alleviate shipping snags at its major ports. Plus, retail insider Jan Kniffen says Walmart and Target are doing the best job among the major store chains in taking on Amazon. And, Ylan Mui details which candidates in the Pennsylvania Senate primary race are being backed by billionaire investors on Wall Street. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cloud stocks, crypto’s crash, investment opportunities during tight financial conditions. 5/16/22 May 16, 2022

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Amid the tech wreck, cloud stocks may offer a silver lining, as the ongoing migration of legacy client-server apps to the cloud signals opportunities in software-based businesses. John Freeman of CFRA Research joins us to discuss which of these opportunities he’s most enthusiastic about. Plus, following crypto’s crash and stablecoin’s collapse last week, do Bitcoin or Terra have futures as payments networks? Lawrence Lewitinn of CoinDesk joins us to give his take on how much damage has been done. And, though investors, consumers, and businesses have benefitted from significant monetary tailwinds in the past, investors can no longer rely on financial conditions to support portfolio growth, says Seema Shah of Principal Global Investors. She joins us to answer the question of everyone’s mind: where are the investment opportunities, and how can investors prepare for anticipated challenges? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In a market more volatile than ever, where do we go from here? 5/13/22 May 13, 2022

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Like many commodities, the cost of fertilizer has been increasing due to COVID-19 related supply chain issues, weather disruptions to shipping and production, energy costs, and geo-political issues. Ken Seitz of Nutrien Ltd joins us to discuss the biggest cost drivers of fertilizer on the market and what the company is doing to deliver high crop yields and maximize productivity. Plus, though the capital markets saw significant volatility, the Dow and the S&P ended the week where it started, unlike the tech sector and the Nasdaq Composite. Ryan Payne of Payne Capital Management joins us to discuss the best opportunities for investors and how volatility can be used as a leveraging tactic. And, the big question on all investors’ minds is when will the economic and monetary backdrop set up to foster stability and a new bull phase? Liam Dalton of Axiom Capital Management joins us to identify the key steps in a necessary adjustment process. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crypto plunges, Disney shares fall, Rivian stock jumps. 5/12/22 May 12, 2022

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Liquidity concerns around “stablecoin” provider Terra has caused a hit on confidence across the crypto spectrum, with many of the coins seeing major losses this week. Juthica Chou of Kraken joins us to discuss the current state of the crypto market, recent Bitcoin price movements, and hedging inflation. Plus, Disney reported in its earnings report yesterday stronger-than-expected growth in Disney+ subscriptions but warned shareholders that the company is still seeing the impact of COVID on its theme parks. Jonathan Kees of Daiwa Capital Markets America joins us to give his take on why Disney shares have fallen following the report and what’s in store going forward. And, the Rivian stock jumped yesterday, maintaining its 2022 production target to build 25,000 vehicles this year. Dan Ives of Wedbush Securities joins us to provide insight on whether Rivian is worth investing in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Major reports this week, threats to solar capacity installations, the U.S. dollar’s historic high. 5/11/22 May 11, 2022

Show notes

This week, it’s all about inflation, with the April CPI, PPI, and Import Prices reports due. Michelle Girard of Natwest Markets Securities joins us to discuss whether she expects today’s CPI report to reinforce the Fed’s current projected rate path. Plus, the Department of Commerce’s investigation into 17.5 gigawatts of solar capacity installations may threaten nearly 66% of the U.S.’ energy plans. Marcelo Ortega of Rystad Energy joins us to break down exactly how this freeze happened. And, Kamakshya Trivedi of Goldman Sachs says that more money is being concentrated in dollars due to the selloff in stocks and bonds. He joins us to give us his thoughts on the demand for major currencies and the likelihood of a recession. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Peloton earnings, global supply chain issues, markets in turmoil. 5/10/22 May 10, 2022

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It’s a big day for high-interest earnings reports, and at the top of the stack is Peloton. But compared to the start of the pandemic, when sales were booming, by how much has demand for connected fitness equipment slowed? Daniel Adam of Loop Capital Markets joins us to discuss why Peloton is still a valuable stock worth substantially more than its current market value. Plus, with global port congestion worsening, and supply chain issues escalating, is there a solution in sight? Michael Tran of RBC Capital Markets gives us his insights on digital intelligence strategies. And, inflation concerns are taking over the market, as NASDAQ is on track for its sixth worst year ever and S&P is down 16% from its all-time high. Chris Murphy of Susquehanna Financial Group and Brian Levitt of Invesco give us their thoughts on which areas of the market may still be worth investing in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Biotech stocks fall as energy continues to soar amid volatile market. 5/9/22 May 09, 2022

Show notes

Biotech stocks, a former pandemic winner, have been falling since April, with the S&P Biotech ETF down nearly 40% this year. Salim Syed of Mizuho Securities gives us his take on what will happen to these biotech companies in the near-term. Energy, on the other hand, seems to be on an unstoppable winning streak, as oil and gas stocks continue to make positive moves amid this volatile market. Biraj Borkhataria of RBC Capital Markets joins us to talk about which names in particular he’s most excited about. Plus, are commodities impacting inflationary readings more than wages? Gina Sanchez of Chantico Global weighs in. And, ahead of Wednesday’s CPI report, what’s the best area to invest? Patrick Fruzzetti of Rose Advisors has the answers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

E-commerce and tech stocks plummet following Fed meeting. 5/6/22 May 06, 2022

Show notes

As inflation fears continue to grow, investors fear shoppers are starting to scale back non-essentials spending. Scott Mushkin of R5 Capital joins us to unpack why the consumer discretionary sector is getting hit especially hard. Also doing poorly are tech stocks, as the NASDAQ is coming off of its worst single day performance in almost two years. Dan Ives of Wedbush Securities joins us to discuss how the hangover from the Fed meeting and yesterday’s rally are being felt on Wall Street. And, what’s in store for the trading day ahead as the first week of May closes out? Greg Branch of Veritas Financial Group and Dan Morgan of Synovus Trust give us their takes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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