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Morning Call — Business
Morning Call

Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.

Latest Episodes:

How the Markets Are Gaming The Election; Are the Mag 7 Still the Names to Own?; Piper Sandler’s Top AI Infrastructure Names 10/29/24 Oct 29, 2024

Show notes

Henrietta Treyz of Veda Partners and Ben Emons of FedWatch Advisors discuss whether the markets are misreading the race for the White House, and which sectors could be in favor depending on the outcome. Plus, Nancy Tengler of Laffer Tengler Investments says the mega-cap tech stocks still deserve a place in every investor’s portfolio. And, Piper Sandler’s James Fish lays out which names are the top of the heap in the AI infrastructure space.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How the Markets Are Bracing for the Election With One Week to Go; Oil Prices Tumble Following Israel’s Retaliatory Strike on Iran; Dining Out on Restaurant Stocks 10/28/24 Oct 28, 2024

Show notes

Tina Fordham of Fordham Global Insight discusses how investors are bracing for the outcome of the U.S. election with just over a week to go. Plus, Amrita Sen of Energy Aspects talk about longer-term trends in oil prices now that Israel has conducted a strike on Iran. And, Morgan Stanley analyst Brian Harbour highlights which restaurant stocks investors may dine on this earnings season.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Ripple Effects of a Blocked Retail Merger; Are There Opportunities in Commercial Real Estate?; An “Underappreciated” Name in AI 10/25/24 Oct 25, 2024

Show notes

Why a judge’s decision to block Tapestry’s more than $8 billion acquisition of Capri Holdings could send chills throughout the M&A space. Plus, Franklin Mutual Advisers identifies sectors of the commercial real estate market where investors could find opportunity. And, the CEO of software maker Pegasystems discusses the company’s push further into generative AI.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft Copilot AI, the Future of Starbucks & Tesla's Profit Beat 10/24/24 Oct 24, 2024

Show notes

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla Q3 Results, Boeing Union Strike & MAG 7 Stocks 10/23/24 Oct 23, 2024

Show notes

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Presidential Politics & Gaming, Defense Sector Surges 10/22/24 Oct 22, 2024

Show notes

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Activist Alert, Strike Progress, and Stimulus Boost. 10/21/24 Oct 21, 2024

Show notes

From airlines to consumer goods, outspoken investors are making their voices heard and moving a number of stocks ahead of the open. Plus, Boeing makes inroads toward a possible end to its months-long union strike. And later, China keeps the stimulus machine pumping with another fresh round of easing measures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Netflix Shares Surging, Wall Street Extending Win Streak, Intel Seeking A Deal. 10/18/24 Oct 18, 2024

Show notes

Netflix shares on the rise this morning after wowing investors with its quarterly results. Wall Street on track for their sixth straight week of gains. Finally, Intel apparently looking for an investor for one of its chip units.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From Frankfurt to Wall Street, Travel Stock Pop, Netflix Earnings 10/17/24 Oct 17, 2024

Show notes

Investors are bracing for key market-moving events, including retail sales and a potential rate cut from the European Central Bank, its first back-to-back cut in over a decade. Also, travel stocks rise as Uber explores a possible super app, and later, key numbers to watch when Netflix reports after the close.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bank Earnings, Transport Sector & Musk Donates to Pro-Trump Pac 10/16/24 Oct 16, 2024

Show notes

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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