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M&A activity, Crypto’s sell-off, The Fast franchise family Jun 22, 2021

Show notes

M&A deal activity is already climbing towards record highs in 2021. The U.S. Deals Leader at PwC joins us to discuss. Plus, cryptocurrencies have been selling off—we talk about what’s behind the moves. And Brian’s RBI focuses on the $6.1B franchise that is the Fast and Furious movies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why Infrastructure Talks Are Stalling in Washington; The Financial Windfall of a U.S. Open Victory; Will Amazon Prime Day be a Non-Event for Investors? Jun 21, 2021

Show notes

James Pethokoukis discusses the top items on the agenda in Washington, including infrastructure talks and antitrust measures targeting Big Tech. Plus, former Sears and Saks chairman Arthur Martinez talks about Amazon Prime Day, which comes against a backdrop of global supply chain issues and rising inflation. And, Jon Rahm secures his first major victory at the U.S. Open -- we look at how that could mean big business for his endorsements. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed decision hangover, Retail weekend, U.S. Open Jun 18, 2021

Show notes

The markets are still digesting the decisions and outlook from the FOMC meeting. We discuss what investors should be doing with their money. Plus, we take a look at the competitive retail landscape ahead of Prime Day. And it’s a big weekend for the U.S. Open and its personalities—our own Jabari Young joins with his analysis. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed decision fallout, Biden-Putin summit, Insider Buys Jun 17, 2021

Show notes

The Fed made the decision to keep interest rates near zero, in their June FOMC meeting. We discuss how investors should digest the news. Plus, Biden has returned to Washington after his first summit with Vladimir Putin. We speak with Eamon Javers about the key takeaways from the meeting. And Brian highlights the top five stocks seeing the most insider buying 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.

Inflation expectations, Biden-Putin summit, Coal prices Jun 16, 2021

Show notes

Investors are awaiting a Fed meeting later today for key inflation data. We discuss the impact to the markets. Plus, President Biden meets with Vladimir Putin today for their first face-to-face summit. We talk about what’s expected. And coal prices are surging—Brian has the details in his RBI. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What Wall Street Wants to See From the Biden-Putin Summit; The Next Catalyst For Retail Stocks; The Global Shortage of Shipping Containers Enters a New Crisis Phase Jun 15, 2021

Show notes

Raymond James' Ed Mills discusses what investors need to see and hear from President Biden's overseas trip, especially from his sitdown meeting with Russia's Vladimir Putin. Plus, the malls are packed again, so what will be the next big driver for the retail sector? Industry watcher Jan Kniffen weighs in. And, a top freight specialist talks about the growing crisis over the lack of available shipping containers around the world, and how Home Depot is taking matters into its own hands. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

G-7 and NATO, New cryptos, Trending stories Jun 14, 2021

Show notes

President Biden is off to the NATO Conference now, after his first G-7 meeting. We speak with Eamon Javers and Invesco’s Andy Blocker about what the results mean for investors. Plus, new cryptocurrencies are abounding and Miami is becoming the new home of Bitcoin. We speak with Mackenzie Sigalos about the trends. And our trending stories include a Wendy’s across the pond, cars getting older, and a $28M space flight. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Texas governor on Energy, G-7 summit, Inflation rising Jun 11, 2021

Show notes

Brian speaks with the Governor of Texas about his state’s power infrastructure and cybersecurity. Also in conversation, the CEO of Patterson-UTI Energy. Plus, President Biden is in Cornwall for the G-7 meeting—we discuss the implications with our own Steve Sedgwick. And inflation fears are rising—we talk about what it means for the markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation data, Oil prices, Infrastructure stalemate Jun 10, 2021

Show notes

Key inflation data is due out today. We discuss the impact on the markets. Plus, oil prices have been hitting highs not seen since 2018. We discuss with Goldman Sachs’s Head of Energy Research. And we speak with former Transportation Secretary Rodney Slater about the infrastructure bill that is currently at a stalemate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Colonial Pipeline CEO on the hill, New meme stocks, Markets moving up Jun 09, 2021

Show notes

The CEO of Colonial Pipeline is testifying about the ransomware hack that hit the company. We discuss cyber infrastructure with Meg King and our own Eamon Javers. Plus, new meme stocks are soaring—we take a look with Kate Rooney. And markets are heading towards new highs. We take a look at inflation and more. 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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