Morning Call

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012522 Jan 25, 2022

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“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Anchored by Brian Sullivan, the program will prepare CNBC’s worldwide audience with a smart take on overnight U.S. news and live international market action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bitcoin slump, Russia relations, Netflix and streamers Jan 24, 2022

Show notes

Bitcoin and other cryptos have been steadily falling throughout this year. Daminick Dante of Coindesk joins to discuss what’s behind the slump, and how investors should view the space now. Plus, Russia and Ukraine relations continue to heat up—Fred Kempe of the Atlantic Council joins with his take on what’s at stake for Biden and global politics. And does Netflix’s subscriber slowdown signal something bad for other streamers? Axios’s Sara Fischer joins with her thoughts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lavrov-Blinken Summit, Neflix earnings, Peloton shares hit Jan 21, 2022

Show notes

Secretary of State Antony Blinken is meeting with his Russian counterpart, Foreign Minister Sergey Lavrov, today in Geneva, amid tensions around Russia possibly entering Ukraine. We speak with the Financial Times Moscow Bureau Chief about what to expect from the meeting. Plus, Netflix shares are down around $100 per share, on weak subscriber growth and guidance out of the company’s fourth quarter earnings report. We break down the wild drop with Wedbush’s Joel Kulina. And Peloton shares moved below their IPO price after a report from CNBC that the company is halting production of some of its products. We discuss the stock moves and options actions in the shares with Jon Najarian. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nasdaq in correction, Oil and Russia, Netflix results Jan 20, 2022

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The Nasdaq has fallen into correction territory, driven largely by rate and bond fears. We speak with former UK Treasury Minister Jim O’Neill about what investors should be watching with tech and the 10-year. Plus, RBC’s Helima Croft says that many western capitals are now seeing Russia invading Ukraine as a base case scenario. She joins to discuss the risks for the Biden administration regarding sanctions and oil prices. And Netflix reports quarterly results today, and investors are worried about subscriber growth. Jason Weisfeld of Jefferies joins to talk about what he’s watching with the company. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Making Sense of the Market Volatility; Airlines vs. Telecoms: Who's Right in the Battle over 5G?; Movin' Out: The States With the Most Inbound Moves Jan 19, 2022

Show notes

All-Star traders Jeff Kilburg and Jenny Harrington help explain what's behind the volatility in the markets to start the new year. Plus, former Spirit Airlines CEO Ben Baldanza discusses the dispute between airlines, Verizon and AT&T over the rollout of new 5G wireless service. And, new data on where Americans are moving, and the news may surprise some residents of the Golden State. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil and commodities, Bank earnings, Northeast power prices Jan 18, 2022

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Oil prices are climbing and climbing, now up after a missile strike against a fuel depot in Abu Dhabi. Amrita Sen of Energy Aspects joins to discuss the geopolitical impacts on oil prices, and Bank of America’s Francisco Blanch joins with his outlook on oil and other commodities for the year. Plus, bank earnings continue today after a disappointing start that brought down the Dow on Friday. RJ Grant of KBW discusses the names he’s watching. And Brian’s RBI focuses on power prices New England, which surged this weekend to 700% more than their levels of two years ago. He breaks down why it’s happening and why it matters. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

IEA director, Bank earnings, Covid latest Jan 14, 2022

Show notes

The Executive Director of the IEA, Fatih Birol, joins in an exclusive interview to discuss global energy demand and the ongoing natural gas crisis in Europe. Plus, bank earnings kick off today, and analysts have low expectations. Stephen Biggar of Argus Research joins with what he’s watching. And we discuss the latest in COVID-19 hospitalizations with Dr. Michael Daignault in LA. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Airline earnings turbulence, Fed policy, Private equity goes public Jan 13, 2022

Show notes

Airline earnings kick off today with Delta reporting fourth quarter results before the bell. Sheila Kahyaoglu of Jefferies joins to discuss whether omicron-related cancellations are impacting demand now along with supply, and how that could impact results. Plus, CPI data showed an increase of 7% year-over-year in December, marking a huge jump in inflation. Priya Misra of TD Securities joins to discuss the Fed’s response, and why she believes they will hike rates right after they end tapering. And for the first time in a long time, a private equity company is going public. Our own Leslie Picker joins to discuss the company, TPG, and what investors can expect. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Post-holiday retail, Congress’ conflicts of interest, Bitcoin’s slump Jan 12, 2022

Show notes

Retailers are facing their post-holiday slump, as they also face supply chain and staffing issues. SW Retail Advisors’ Stacey Widlitz joins to discuss the space. Plus, our own Ylan Mui has a report on the renewed efforts to restrict Congressional leaders’ ability to own and trade stocks. And Damanick Dantes of CoinDesk joins to discuss the latest slump in Bitcoin and other cryptocurrencies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Top Former Fed Official Weighs in On Jay Powell's Bid for a Second Term; One Year Later: The Evolution of the Meme Stock "Apes"; The Fastest-Growing Brands By Age Group Jan 11, 2022

Show notes

Former St. Louis Fed President William Poole discusses whether Jay Powell should be confirmed for a second term as Fed chairman. Plus, how the Reddit crowd has changed the game when it comes to stock and options trading, a year after the "meme stock frenzy". And, a list of the top and fastest-growing brands by age group, from Baby Boomers to Gen Z. 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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