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COVID-19 food scarcity, OPEC meeting amid all-time low fuel supplies, Federal Reserve’s raised rates. 5/5/2022 May 05, 2022

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Eric Ripert, co-owner and chef at Le Bernardin and Vice Chairman of City Harvest, joins us to discuss the organization’s efforts to deliver more than 100 million pounds of food to nearly 400 food rescue outlets across the five NYC boroughs. He dives into Le Bernardin’s recommitment to City Harvest after reopening post-pandemic and his work to strengthen local food systems. Plus, OPEC is meeting today as oil stays above $100 per barrel and natural gas hits $8. John Kilduff of Again Capital gives us his thoughts on why the market is getting no help from OPEC and which areas are being hit the hardest by all-time low fuel supplies. And, the Federal Reserve did exactly what was expected in raising rates 0.5%, but what does this mean for equity markets and the risks to growth? Paul Donovan of UBS Global Wealth Management gives us his take. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gaming the Fed’s Next Moves; Is The Oil Market Pricing In a Full EU Ban on Russian Imports?; Searching for Quality in an Uncertain Market. 050422 May 04, 2022

Show notes

Former Fed Vice Chairman Roger Ferguson says the hurdle for a 75 basis point rate hike is high. Plus, Amrita Sen of Energy Aspects discusses the impact of EU members agreeing to a shorter-term phase out of Russian oil & gas. And, Greg Sarian of Sarian Strategic Partners says investors should seek out high quality cash-rich companies that offer dividend value. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Federal Reserve meeting, market predictions, the trading day ahead. 5/3/22 May 03, 2022

Show notes

The Federal Reserve is kicking off a two-day meeting today, which is expected to end in a 50 basis point hike. But word on the street is that the Fed might be even more aggressive, especially in light of Tuesday’s news that Australia has hiked its interest rate for the first time in over a decade. Stephen Halmarick of the Commonwealth Bank of Australia and Priya Mirsa of TD Securities discuss their predictions for the meeting’s outcome. Plus, what does the Fed’s fight against inflation mean for the markets today? Mark Haefele of UBS Global Wealth Management joins us to discuss inflation modulation, moderating growth, and asset allocation. And, as anticipation for the Fed decision looms over the market, how much damage has been done? Eric Beiley of Steward Partners Global Advisory and Jason Snipe of Odyssey Capital Advisors give us their take. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Was April a Washout or the Start of Something More for the Markets?; Guggenheim’s Scott Minerd: The Fed Has Screwed Up; Where Investors Are Seeking Protection in Stocks. 5/5/22 May 02, 2022

Show notes

Gina Sanchez of Chantico Global and Lee Baker of Apex Financial discuss whether there are still quality names in the market, following April’s meltdown. Plus, Guggenheim Partners Global CIO Scott Minerd discusses the Fed, bond market and equities with Brian Sullivan at the Milken conference. And, Jon Najarian reveals where the options action has been headed as the markets sold off. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Media and antitrust, Apple and Amazon earnings, rocky week for markets 4/29/22 Apr 29, 2022

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With more competition comes more innovation. But what about the growing battle between companies and governments? Makan Delrahim, the former Assistant Attorney General for the Department of Justice, joins us to discuss how anti-trust issues and the media are making their way into politics. Plus, Apple and Amazon reported quarterly results yesterday, with the former topping estimates and the latter missing revenue forecasts. Jared Weisfeld of Jefferies discusses the markets and tech’s wild ride. And, it’s been a rocky week for markets, as the Dow and S&P are both on track for their third negative month this year. Bill Stone of Glenview Trust gives us his thoughts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta Surges, China Demand Concerns Linger & Fed in Focus Apr 28, 2022

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Stacey Widlitz of SW Retail Advisors discusses what’s been driving the weakness in the consumer discretionary sector, and how not all retailers -- such as discount chains -- are created equal. Joel Kulina, Head of Technology/Media Trading at Wedbush Securities, discusses the tech sector outlook ahead of the anticipated Big Tech earnings reports later today. Matt Orton of Carillon Tower Advisers gives his take on what’s driving the market. Plus, Tiffany McGhee of Pivotal Advisors discusses whether positive results from some big tech names can offer a glimmer of hope, and highlights one company that plays a huge role in the global food supply chain. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Navigating The Market Turbulence; Russia Steps Up Its Energy Fight With the West; What’s Working: Stocks that Outperformed During the Sell-Off 042722 Apr 27, 2022

Show notes

Delano Saporu of New Street Advisors and Matt Maley of Miller Tabak offer advice to nervous investors trying to navigate through the negative market headlines. Plus, we discuss the broader implications of Russia’s move to cut off natural gas supplies to EU and NATO members Poland and Bulgaria. And, Brian Sullivan highlights several stocks that managed to avoid the sea of red ink in Tuesday’s sell-off. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

How Beijing Is Trying To Limit the Spread of COVID; What Elon Musk’s Deal For Twitter Could Mean For Other Social Media Platforms; Two Under-The-Radar Banks Offer Over-The-Top Returns 042622 Apr 26, 2022

Show notes

Eunice Yoon reports from the ground the measures authorities are putting in place to contain a COVID outbreak in Beijing, and lessons learned from the month-long lockdown in Shanghai. Plus, a top tech analyst weighs in on Elon Musk’s buyout of Twitter and what he could reasonably change on the platform. And, Grace Capital’s Cate Faddis makes the case for investors to consider a pair of lesser-known banks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings, Inflation & Fed in Focus Apr 25, 2022

Show notes

Brian Sullivan reveals the result of a Twitter poll on whether you believe the U.S. economy is headed for a recession this year or over the longer term. Svein Holsether, CEO of Yara International, discusses the driving factors behind higher prices for fertilizer, natural gas and in turn food, and whether it’s more of a supply or demand issue. Mark Yusko of Morgan Creek Asset Management discusses how the market sell-off is extending to all asset classes, and why he doubts the Fed will raise rates by 50 basis points in May. Plus, Degas Wright of Decatur Capital discusses the market slide and how to identify companies and stocks that have pricing power in an inflationary environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Eco-friendly toys for Earth Day, Florida’s fight with Disney World, reviving BBB. 4/22/22 Apr 22, 2022

Show notes

Today is Earth Day, and what better way to celebrate it than reduce the use of plastics in products like toys? James Zahn of The Toy Insider joins us today to talk about the toy industry’s move to sustainable materials, even amid rising manufacturing costs and delays. Plus, a Florida bill to revoke Disney World’s designation as a special tax district is moving forward. Former Walt Disney Resort Executive Vice President Lee Cockerell gives his take on as the current situation. And, Congress is back to work with a full agenda, at the top of which is reviving President Biden’s Build Back Better plan. Ed Mills of Raymond James gives us the details. 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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