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Rare mineral mining in Afghanistan, Retail earnings, Highest paid executives Aug 18, 2021

Show notes

We take a look at how the political turmoil in Afghanistan will impact rare mineral mining in the country, and what the ripple effects could be. Plus, it’s a big week for retail earnings—we speak with Refinitiv’s Jharonne Martis about what to expect. And Brian’s RBI focuses on the top six highest paid executives in 2020. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are Americans Still Shopping? What to Expect from Big Retail's Earnings Reports; How To Play the Market Tug-of-War Between Reopening and Stay-At-Home; A Year Later...Is New York City Really Dead? Aug 17, 2021

Show notes

UBS' Michael Lasser previews what to expect from the big retailers reporting earnings this week, starting with Walmart and Home Depot. Plus, Kari Firestone discusses whether the markets can continue to grind even higher, and which stocks from the reopening and stay-at-home sectors still offer opportunity. And, one year after a headline rocked the Big Apple and other major cities during the pandemic, Robert Frank revisits whether New York City is really "dead". Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Taliban takes Afghanistan, Covid testing and hotspots, Retail earnings Aug 16, 2021

Show notes

The U.S. is preparing to send 1,000 more troops to Afghanistan as the Taliban continues its takeover of the country. Our own Dan Murphy takes us through what’s happening on the ground. Plus, as people return to the office and to schools, Covid testing is becoming critical—we speak with the CEO of one testing company about what they’re doing to prepare. And the CEO of Houston Methodist Hospital joins us with a look at what’s happening in Texas, as hospitalizations in the state surge. And it’s a big week for retail earnings and back to school season is kicking off—Stacey Widlitz joins us with her take on the space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Disney’s blowout earnings, Hawaii Covid update, Shipping rates Aug 13, 2021

Show notes

Disney posted a blowout third quarter earnings report, with streaming and parks in focus. CFRA’s Tuna Amobi joins to break down the quarter. Plus, Hawaii is seeing a surge in Covid cases, and reinstating some restrictions. We speak with the Lieutenant Governor about how things look on the ground. And shipping rates are spiking—Jefferies’ Randy Giveans joins to talk about why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Restaurant return, NJ Covid latest, Oil production Aug 12, 2021

Show notes

NYC restaurants will soon require vaccination status to seat people indoors. We speak with Chef Eric Ripert about how that will impact the industry, and how he views the city’s comeback. Plus, New Jersey is seeing a surge in Covid cases despite being one of the most highly vaccinated states. We speak with University Hospital CEO Dr. Shereef Elnahal. And President Biden is calling on OPEC countries to increase production, but the CEO of American Petroleum Institute calls that “outrageous.” We find out why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investor sentiment, Coinbase earnings, Covid latest Aug 11, 2021

Show notes

Investopedia is out with their latest survey on investor sentiment. Editor in Chief Caleb Silver joins to talk about where readers’ heads are. Plus, Coinbase reported stellar earnings—we speak with Cleo Capital’s Sarah Kunst about what it means for the company long-term. And We discuss the latest in the Covid pandemic with Dr. Kavita Patel of Brookings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Check On the Health of the Hybrid Workplace; COVID Cases Remain on the Forefront of Wall Street and Washington's Radar; What One Maker of a Key Building Material is Saying About the Future of Housing Demand Aug 10, 2021

Show notes

The CEO of Avaya discusses making it possible to work from home, the office or anywhere else in the world effectively. Plus, Dr. Devi Nampiaparampil talks about the latest in the fight against COVID, and another respiratory virus that's seeing an increase in cases just as kids are set to go back to school. And, the CEO of James Hardie Industries discusses the shortage of available homes on the market, and whether that also means a shortage of key building materials like cement. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DC latest, Crypto’s moves, Fed tapering Aug 09, 2021

Show notes

The infrastructure bill is in focus in DC. We speak with PIMCO’s Libby Cantrill about what investors should expect. Plus, Bitcoin and Ether have been hot recently. We discuss where the best investment opportunities lie. And the Fed may be in the process of tapering…but is that bad for markets? We ask contributor Jeff Kilburg about 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.

Jobs report lookahead, Robinhood options action, Tax cuts Aug 06, 2021

Show notes

The government jobs report is out today at 830—we talk about what to expect and how investors can play the markets before and after. Plus, investors have been buying puts and calls in Robinhood stock, leading to some volatility. We speak with Susquehanna’s Chris Murphy about how big the options impact will be. And states didn’t expect tax cuts after this pandemic year, but they’re getting them—our own Ylan Mui has the numbers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Vaccine distribution, Casino stocks, Insider buying Aug 05, 2021

Show notes

The chief operations officer of a Louisiana-based vaccine distributor joins us to discuss how demand for doses has increased in the past months. Plus, an analyst from Jefferies is on to talk about two gaming stocks he sees as buys. And Insider Buying is back! Brian has the top five stocks seeing the most insider action this week. 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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