Morning Call

Latest Episodes:

Market recovery, Netflix earnings, Bitcoin bounceback Jul 21, 2021

Show notes

After a big down day Monday, and a big up day Tuesday, markets are pointing towards more highs. We discuss where they could go and what investors should do with their money. Plus, Netflix reported earnings that indicated slower subscriber growth in the coming quarters. We speak with Axios’s Sara Fischer about the biggest takeaways. And Bitcoin is bouncing back after its slump, slightly. We speak with Coindesk’s Lawrence Lewitinn about how to view the crypto right now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What the VIX Says About Whether There’s More Market Weakness Ahead; 8 Relevant Thoughts for Investors to Navigate the Delta Variant; The Head of One of the Largest U.S. Ports on the Global Shipping Container Shortage Jul 20, 2021

Show notes

Susquehanna’s Chris Murphy makes sense of Monday’s market sell-off, and says there are clear signs in the volatility index of what may be looming around the bend. Plus, Raymond James’ top healthcare policy analyst, Chris Meekins, lays out just what may or may not be likely in the coming months as the delta and other COVID variants spread: new lockdown measures, booster shots, vaccine mandates. And, the CEO of the South Carolina Ports Authority on the landscape for global shipping rates, and whether prices are heading anywhere but higher. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

OPEC deal reached, China tensions, Oil and gas drilling Jul 19, 2021

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OPEC+ has reached a deal on barrel output. We discuss the implications with Helima Croft of RBC. Plus, tensions between the U.S. and China are still on the rise, and they could impact American business operations. We speak with Longview’s Dewardric McNeal. And Brian Sullivan’s RBI focuses on whether investors will still be willing to pay oil and gas companies for drilling in the future. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation risks, China tensions, Small business outlook Jul 16, 2021

Show notes

Fed Chair Jerome Powell and Treasury Secretary Janet Yellen have been discussing inflation risks to the market, and the market impact of the spread of coronavirus around the world. We discuss with Stephanie Link and John Stoltzfus. Plus, reporting on U.S.-China relations regarding Hong Kong, and China’s crackdown on Didi. And we speak with the head of the Small Business Roundtable about the hiring challenges faced by small businesses today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stimulus checks, Bank earnings, Soho House IPO Jul 15, 2021

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A child tax credit could be coming—but most families might not realize it. Cowen’s Viven Azer joins to discuss the impact of the stimulus and what to expect. Plus, bank earnings are still going on, and we discuss the state of the financials after a mixed-to-positive picture for the sector. And members-only club Soho House is going public today—we speak with the CEO about the decisions behind joining the public markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

071421 Jul 14, 2021

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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.

It's Going to be that Much Harder for Companies to Hire Workers in the Second Half of the Year; The Motivation Behind China's Crackdown on Big Tech Companies; The World's Most Expensive Parking Space Jul 13, 2021

Show notes

New data from staffing firm Robert Half shows what lengths employers are having to go to when trying to hire new employees. Plus, Cyrus Mewawalla of GlobalData discusses what's really behind China's regulatory crackdown on the country's tech giants such as Didi and Alibaba. And, the staggering price tag on the world's most-expensive parking space in Hong Kong -- $9,500 per square foot. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inclusive investing, Congress round-up, Billionaire space race Jul 12, 2021

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Zeal Capital is announcing the closing of its recent fund—we speak with the Founder about inclusive investing. Plus, Big Tech and infrastructure are at the forefront of the issues in Congress right now. We discuss the possible outcomes with Jim Pethokoukis. And billionaire Richard Branson made it to space! We talk about what the flight means for him and for the world. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Guggenheim's Scott Minerd Says There Could Be More Pain for the Markets in the Months Ahead; Stunning Stats on the Rebound in Private Jet Travel; Disney Bets on a Big Comeback in Moviegoing Jul 09, 2021

Show notes

An exclusive interview with Guggenheim Partners' Scott Minerd on falling bond yields and the markets, plus whether he's still sticking with his dead-on call with bitcoin. Plus, random but interesting stats on how many people are taking to the skies in private jets. And, Disney is making a big gamble that people are ready to get back to the movies and see the long-delayed Marvel film "Black Widow" Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Deciphering the Sharp Pre-Market Moves Lower; CNBC's Back-To-Work Survey; Growing Concerns Over the Future of OPEC Itself Jul 08, 2021

Show notes

Jon Najarian and RBC's Lori Calvasina help make sense of the pre-market selloff in equities and bond yields. Plus, Frank Holland reveals the results of the latest CNBC Back-To-Work Survey as offices start to reopen. And, Louise Dickson of Rystad Energy discusses whether OPEC+ will be able to resolve the dispute between Saudi Arabia and UAE, and what it could mean for the future of the oil cartel. 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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