Morning Call

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Big week for earnings, Tax policy impact, Litecoin Apr 26, 2021

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It’s the biggest week for earnings this quarter. We break down what to watch in the markets. Plus, we speak with a tax policy expert about Biden’s proposed capital gains tax. And the founder of Litecoin joins us to talk about the cryptocurrency space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

New capital gains tax, J&J vaccine evaluation, Insider buying Apr 23, 2021

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Biden has proposed a new capital gains tax. We speak with Tony Fratto and Dan Veru about the impact to U.S. businesses and investors. Plus, an advisory committee for the CDC meets today to discuss the J&J vaccine. We speak with a member about what they’ll be looking for. And Friday means Insider Buying is back—Brian brings you the top five stocks seeing the most insider buys 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.

Airline results, Covid-19 treatments, Taxes Apr 22, 2021

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More airlines are posting quarterly results today. We speak with Citigroup’s Stephen Trent about what to watch. Plus, the vaccine rollout is progressing, but so is development of Covid-19 treatments—we speak with SVB Leerink’s Geoff Porges about the space. And Brian Sullivan’s RBI focuses on taxes! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Minerd’s bond call, Netflix earnings, Apple product unveil Apr 21, 2021

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Scott Minerd is standing by his call that bond yields will fall. We speak to him about his market outlook. Plus, Netflix earnings disappointed on subscriber numbers—we discuss the impact for the streaming space. And we talk about Wall Street’s reaction to the Apple product unveiling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why Reddit and Online Traders Continue to Ride the Dogecoin Wave; Top Biotech Analyst Says It's Possible COVID Could Be Over By This Summer; Exclusive Interview with Co-Founder and CEO of European Unicorn Klarna Apr 20, 2021

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Venture capital and angel investor Sarah Kunst of Cleo Capital discusses what's driving the mania behind the surge in meme cryptocurrency Dogecoin. Plus, Morgan Stanley biotech analyst Matthew Harrison weighs in on the J&J vaccine pause, and the pace of global vaccinations. And, an exclusive interview with the CEO of fintech Klarna, on the mainstream adoption of cryptocurrencies and the quest to do better for the planet. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil call, Shanghai Auto Show, Crypto craze Apr 19, 2021

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Big morning for the markets—we speak with Fundstrat’s Tom Lee about his oil calls and how crude is reacting to the state of Covid-19 across the globe. Plus, Eunice Yoon joins us from the Shanghai Auto Show, an in-person event with thousands of people. And cryptocurrencies are all over the place right now, including Dogecoin…we speak with Mark Yusko about 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.

Dow to 34,000, Schools reopening, Bank earnings Apr 16, 2021

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The Dow has made its fourth 1-thousand point gain this year, climbing up to 34,000. We look at where there is still value in the market. Plus, we have a conversation about the mistakes that were made over the past year when it comes to reopening schools. And it’s the last day of bank earnings—they’ve all beat expectations so far. We discuss why with RBC’s Gerard Cassidy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retail update, Delta results, Coinbase reaction Apr 15, 2021

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Retail is bouncing back across the country. We speak with Stacey Widlitz about the space. Plus, Delta is the first of the big airlines to report quarterly results today. We speak with Jefferies analyst Sheila Kahyaoglu about expectations. And Coinbase had a huge debut on the Nasdaq—we talk about the future of the exchange with Coindesk’s Michael Casey. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

J&J vaccine fallout, Coinbase listing, Bank earnings Apr 14, 2021

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We discuss the broader implications of the pause on J&J’s Covid-19 vaccine with a voting member of the panel that recommended the vaccine for emergency use authorization to the FDA. Plus, Coinbase is listing today—we discuss the future of crypto with Manhattan Ventures’ Santosh Rao. And bank earnings kick off today. We talk about the space with Mendon Capital’s Anton Schutz. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Beijing vs. Big Tech, Wine going public, Worldwide Covid update Apr 13, 2021

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Ant Financial is facing a company overhaul from Beijing. Our own arjun Kharpal has the latest. Plus, Vintage Wine Estates is going public through a SPAC merger—we speak with the president, Terry Wheatley. And we get a coronavirus and vaccine update from Fmr. FDA Commissioner Dr. Peggy Hamburg. 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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