Morning Call

Latest Episodes:

Crypto collapse, 6-month sector returns, Tax cheats May 24, 2021

Show notes

Cryptocurrencies have been selling off all week and into the weekend. We discuss what it means for the broader markets and where they could go next. Plus, Brian Sullivan’s RBI focuses on comparing sector returns over the past six months. And our own Robert Frank joins to discuss how much wealthy tax cheats are costing the IRS. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big oil call, Rising risks, Insider buys May 21, 2021

Show notes

Barclays has put out a big call on BP. We speak to their Oil and Gas analyst. Plus, risks are rising for homebuyers—our own Diana Olick has the latest. And Brian’s weekly segment is back, highlighting the top five stocks seeing the most insider purchasing 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.

Crypto crunch, Retail earnings, Oil gushes higher May 20, 2021

Show notes

Cryptocurrencies are experiencing a big pullback. We discuss the volatility and speak with Morgan Creek’s Mark Yusko about what investors should do. Plus, retail earnings have been surprising to the upside—we speak with Refinitiv’s Jharonne Martis about the space. And Oil prices are gushing higher—we speak with Miller Tabak’s Matt Maley 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.

Retail earnings, Met Museum, Nirvana auction May 19, 2021

Show notes

It’s a big week for retail earnings, and the companies that have already reported are beating expectations. We discuss the space. Plus, New York eases many restrictions today. We speak with the President of the Metropolitan Museum of Art about the local impact. And six strands of Kurt Cobain’s hair fetched over $14,000 at auction. Brian has the story 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.

AT&T/Discovery fallout, Hostess CEO on snacking, NYC subway ridership May 18, 2021

Show notes

We discuss the mega merger story of the week, AT&T and Discovery merging assets, with former DirecTV CEO Michael White. Plus, the CEO of Hostess Brands joins us to discuss the company’s earnings and consumer trends. And Brian’s RBI focuses on subway ridership hitting a 14-month high. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Top Tech Analyst on The “White Knuckles” Trade in the Sector; How Investors Can Navigate the Threats to the Oil & Gas Industry; “Building” A Portfolio Through Infrastructure and Real Estate Stocks May 17, 2021

Show notes

Wedbush Analyst Dan Ives discusses why he’s still bullish on tech after a wild ride in the sector in recent weeks. Plus, Clay Seigle of Vortexa talks about the threats – cybersecurity to supply chain – facing the energy sector. And, Emily Bowersock Hill of Bowersock Capital Partners tells us why boring investments in infrastructure and REITs could offer good returns for investors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Coinbase and crypto, Oil update, Disney earnings review May 14, 2021

Show notes

Coinbase reported its first quarterly results as a public company yesterday. We discuss the future of cryptocurrencies. Plus, we run through the many factors impacting the oil markets right now with Helima Croft. And top-rated analyst joins us to make her bull case for Disney, after the company reported revenue and subscribers that were lower than analysts expected. 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, Markets sell off, Investment banking update May 13, 2021

Show notes

We continue to discuss the fallout of the Colonial Pipeline attack with Continental’s Harold Hamm and the Governor of North Dakota. Plus, markets sold off yesterday—we discuss the possibility of a turnaround. And we get an investment banking update with the U.S. CEO of BNP Paribas. 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 fallout, Big tech’s comeback, The state of renting May 12, 2021

Show notes

Some gas shortages are hitting the U.S. as the fallout continues from the Colonial Pipeline hack. We discuss the situation with an oil and gas distributor. Plus, big tech is coming off its worst day since February, but could it be set for a turnaround? And we speak about the state of the rental market with PwC’s Alexis Crow. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Seeking Value in the Regional Banking Stocks; Why the Cyber Attack on the Colonial Pipeline Should be a “Sputnik” Moment for the U.S.; What’s Behind the Spike in Pork and Beef Prices May 11, 2021

Show notes

With the sell-off in tech and growth stocks, one trader says investors could find shelter in the regional bank stocks. Plus, a leading expert on the geopolitics of energy policy and security says the hacker attack on the largest U.S. pipeline should be a wake up call to both the government and energy industry. And, unprecedented demand and supply shortages of feed could lead to consumers paying sky-high prices for beef and pork ribs for their Memorial Day cookouts. 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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