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Tracking Today’s Losses, Federal Reserve Chair Jerome Powell’s Comments Hit Equities & Let’s Talk Taper Nov 30, 2021

Show notes

Our anchors kick of the morning with CNBC’s Mike Santoli as the market begins dropping after a short-lived rally yesterday. Then, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck is here to further discuss the market, M&A activity, valuations and much more. Next, we listen in on Federal Reserve Chair Jerome Powell’s testimony before the U.S. Senate Banking Committee. We also have CNBC’s Steve Liesman cover Fed Chair Powell’s comments that the central bank may accelerate its taper of bond purchases. We bring in Yardeni Research’s Ed Yardeni, Wilmington Trust Investment Advisor’s Meghan Shue and Lafayette College Endowment CIO Krishna Memani to further discuss the sell-off, how it changes their playbooks and how the new COVID-19 omicron variant plays a role. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack Dorsey to Step Down as Twitter CEO, Flexport CEO on the Supply Chain & Nextdoor CEO Talks Company Growth Nov 29, 2021

Show notes

Our anchors kick off the morning with news that Jack Dorsey will be stepping down as the CEO of Twitter. Then, Platformer Editor Casey Newton and Plexo Capital’s Lo Toney are here to share their thoughts on the change in Twitter’s leadership. Next, CNBC’s Kate Rooney joins to cover how Dorsey’s move will affect the other company he runs, Square. We also have CNBC’s Kristina Partsinevelos with the details on port backlogs. Then, Flexport CEO Ryan Petersen is here for more on the current supply chain and shipping disruptions. Plus, Nextdoor CEO and Former Square CFO Sarah Friar joins to discuss Nextdoor’s growth and Jack Dorsey stepping down as the CEO of Twitter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tracking Today’s Sell-Off, Work-From-Home Winners & Sezzle CEO Talks Buy Now, Pay Later Nov 26, 2021

Show notes

Our anchors kick off this Friday morning with CNBC’s Meg Tirrell with the details on the new COVID-19 variant. Then, CNBC’s Mike Santoli is here to discuss today’s sell-off. We also have Bleakley Advisory Group CIO Peter Boockvar and New Street Advisors CEO Delano Saporu for more on the sell-off and where they are looking for opportunity. Next, CNBC’s Kate Rooney joins to cover the sell-off hitting cryptocurrencies. Then, Evercore ISI’s Mark Mahaney joins with his top picks, including Meta Platforms and Uber. Later, Piper Sandler Analyst James Fish is here to discuss work-from-home stocks with names like Zoom in the green today. Plus, CNBC’s Frank Holland has the story on whether supply chains will hold up this holiday season. Later, Sezzle CEO Charlie Youakim joins to discuss the buy now, pay later space. And don’t miss the Dean of Brown University’s School of Public Health Dr. Ashish Jha for more on the new South African COVID variant. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cathie Wood’s Latest Strategy, Underweight on Robinhood & Betting Against Innovation Nov 24, 2021

Show notes

Our anchors kick off today’s show with Cathie Wood’s latest strategy that she says is like “Ark on steroids.” Then, Bespoke Investment Group Co-Founder Paul Hickey joins to discuss inflation, cloud, semiconductors and much more. Next, JP Morgan Analyst Ken Worthington is here to talk Robinhood with shares down nearly 20 percent in the last five sessions. Then, CNBC’s Leslie Picker is here to with the details on short interest at all-time lows. Next, we have Tuttle Capital Management CEO Matthew Tuttle to discuss his new ETF that is betting against Cathie Wood’s Ark Innovation Fund. And later, Nutanix CEO Rajiv Ramaswami joins to discuss the company’s latest earnings report. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Zoom Plummets Post-Earnings, “The Tesla-Financial Complex” & Shipt CEO on the Holiday Season Nov 23, 2021

Show notes

Our anchors start off today’s show with Zoom’s stock plummeting following its latest earnings report. Then, Citi Software Analyst Tyler Radke joins for more on Zoom, which he calls a high-risk play. Next, CNBC’s Mike Santoli is here to break down what’s driving the recent market activity. We also have Wedgewood Partners CIO David Rolfe share where he sees opportunity in today’s market and why he’s bullish on Taiwan Semiconductor. Then, CNBC’s Kate Rooney covers payment stocks slipping as we head into the holiday season. Plus, Financial Times Correspondent Robin Wigglesworth joins to discuss his latest piece “The ‘Tesla-Financial Complex’: how carmaker gained influence over markets.” Also, CNBC’s Dom Chu covers the negative sentiment around Cathie Wood’s Ark ETF. And later, CEO of delivery service Shipt Kelly Caruso is here to discuss what to expect this holiday shopping season. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Sachs Calls Amazon a Top Pick, Roku Gets Downgraded to Sell & What’s Next for Activision Blizzard? Nov 22, 2021

Show notes

Our anchors kick off today’s show with CNBC’s Mike Santoli on the connection between interest rates, inflation and the valuation of tech stocks. Then, we have Goldman Sachs Managing Director Eric Sheridan who named Amazon a top pick going into the holiday season. Plus, CNBC’s Ylan Mui has the details on President Biden nominating Jerome Powell for a second term as Chairman of the Federal Reserve. Next, Moffett Nathanson Founding Partner Michael Nathanson is here to talk streaming stocks after he downgraded Roku to sell. Also, CNBC’s Scott Cohn is here with the latest updates on the Elizabeth Holmes trial. Then, Corporate Governance Expert and ValueEdge Advisors Vice Chair Nell Minow joins to discuss what’s next for Activision Blizzard after CEO Bobby Kotick told colleagues he would consider leaving the company. And later, we cover why Adele pushed Spotify to remove its shuffle feature from all artist albums. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple at All-Time Highs, Intuit CEO on the Quarter & Betting on Bitcoin ETFs Nov 19, 2021

Show notes

Our anchors kick off this Friday morning with news that Chamath Palihapitiya sold 15% of his stake in fintech company Sofi in addition to issuing caution to investors. Then, we take a look at today’s earnings movers including Intuit, Palo Alto Networks and Applied Materials. Next, Bernstein Analyst Toni Sacconaghi joins to give his take on Apple with the stock trading at record highs today. We also have Intuit CEO Sasan Goodarzi after the company posted strong results for its latest quarter. Later, VanEck CEO Jan van Eck is here after the company launched a new Bitcoin futures ETF this week after the SEC rejected its pure play Bitcoin ETF. Then, CNBC’s Courtney Reagan joins to talk e-commerce trends from top retailers like Target and Walmart. Also, CNBC’s Frank Holland has the details on how Amazon is preparing for Black Friday. Plus, don’t miss Morgan Stanley’s underappreciated metaverse picks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia Pops on Strong Earnings, Sonos CEO on the Quarter & Activision Blizzard Taking the Heat Nov 18, 2021

Show notes

CNBC’s Jim Cramer joins our anchors to kick off this morning’s show covering Nvidia and Alibaba post-earnings and UBS naming Square a top pick. Then, CNBC’s Dom Chu has the breakdown of what’s driving the tech sector’s rally. Next, Sonos CEO Patrick Spence joins after the company reported a strong forecast, even though sales missed estimates for the quarter. Later, CNBC’s Josh Lipton is here to cover Activision Blizzard taking the heat after reports showed CEO Bobby Kotick knew of sexual misconduct at the company for years. And later, we return to Nvidia with BMO Capital Markets Analyst Ambrish Srivastava who has an outperform rating on the stock. Plus, we have the details on Amazon teaming up with Starbucks to launch a café in Manhattan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer Talks E-Commerce and EVs, Staples Center to be Renamed Crypto.com Arena & Live from CNBC’s Tech Executive Council Summit Nov 17, 2021

Show notes

Our anchors start off the morning with CNBC’s Jim Cramer to talk tech e-commerce, electric vehicles and chips. Then, Bessemer Venture Partners’ Byron Deeter joins to share some of his top picks and discuss how tech will weather an inflationary environment. Later, we cover a downgrade on Roku by Moffett Nathanson. Also, Crypto.com CEO Kris Marszalek joins on news that LA’s Staples Center will be renamed Crypto.com Arena this December. Plus, our Jon Fortt is live at CNBC’s Tech Executive Council Summit in New York with MongoDB Chief Technology Officer Mark Porter to discuss the impact of supply chain bottlenecks and the great resignation on the company. And later, Meta Platforms shows off a new haptic glove to enhance experiences in the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bitcoin’s Tumble, Tesla Bull Turns Bearish & Qualcomm CEO on Investor Day Nov 16, 2021

Show notes

Our anchors start off the morning with today’s sell-off in crypto and comments from Twitter CFO Ned Segal that it doesn’t make sense for the company to put crypto on its balance sheet. Then, Wedbush Securities’ Joel Kulina is here to discuss fintech stocks, metaverse plays and much more. Plus, we’re diving into quantum computing today— CNBC’s Eamon Javers covers its importance to America’s security, while CNBC’s Kate Rooney breaks down investor appetite in the space. Later, CNBC’s Robert Frank is here to explain why Elon Musk is selling shares of Tesla. Then, Elazar Advisors Analyst Chaim Siegel joins after he downgraded Tesla to neutral. Also, CNBC’s Julia Boorstin gives us an update on the trial between IAC and Tinder’s Co-Founders. And don’t miss a first on CNBC interview with Qualcomm CEO Cristiano Amon live from the company’s investor day today in New York. 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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