The Exchange

The Exchange 12/20/24 Dec 20, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Musk: The Ultimate Bond Vigilante, Dysfunction in DC, and Bloom Energy CEO Exclusive 12/19/24 Dec 19, 2024

Strategas’ Dan Clifton makes the case for why Elon Musk is the ultimate bond vigilante, and what comes next could be earth-shattering. Plus, we have the latest from Capitol Hill as Congress races to avoid a shutdown by Friday night. And Bloom Energy has been called an underappreciated AI play for its ability to scale quickly and power data centers. The CEO joins us exclusively with what’s behind the innovative technology.

Fundamentals of the Mag 7 Rally, Chip Wars Between Nvidia & Broadcom 12/18/24 Dec 18, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Consumers Getting Cautious, Geopolitical Uncertainty Growing, BofA’s Food Forecast 12/17/24 Dec 17, 2024

Today’s retail sales data suggests consumers are getting more cautious, and tariffs may not help things in 2025. Plus, our market guest is going long Europe despite the growing geopolitical uncertainty there. And BofA is out with its food forecast for 2025, claiming chocolate milk could be a growth driver next year.

Controversial Cut & Nvidia Risks 12/16/24 Dec 16, 2024

The Fed is expected to cut rates this Wednesday, but it’s a somewhat controversial cut. We explain why. Plus, Bank of America just made Nvidia one its top picks for year, but the stock’s been stalling out. We dive into the risks to consider.

Broadcom’s Boom, Market’s Breadth Problem, Rep. Gottheimer on NJ drones & Potential TikTok Ban 12/13/24 Dec 13, 2024

Wall Street’s #1 semiconductor analyst is with us as Broadcom soars to a new all-time high, pushing its market cap past $1 trillion for the first time. Plus, the market is facing a breadth problem, and the Mag 7 are emblematic of a worrying sign of weakness in the market, according to our market guest. And Rep. Gottheimer from NJ joins us with his take on the mysterious drone sightings in the state, and the government’s efforts to ban TikTok.

ServiceTitan’s Public Debut, Trump on Crypto, Future of Evtol 12/12/24 Dec 12, 2024

ServiceTitan opens for trading above its IPO price after pricing well above its range. Is it a bullish sign for the IPO market? Plus, President-elect Trump spoke to Jim Cramer after ringing the opening bell at the NYSE, sharing a preview of his agenda on crypto, taxes, and more. And Archer Aviation shares have more than doubled since the election as eVTOL names get a bump ahead of inauguration day. We’ll speak with the CEO about what’s driving optimism.

Trump's FTC Pick, Bitcoin Retakes $100K Level, Tracking Grocery Inflation 12/11/24 Dec 11, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

How DOGE Can Reshape Real Estate, The Renewed Space Race, Outlooks for 2025 12/10/24 Dec 10, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

UnitedHealthcare CEO Shooting, Gen AI's Power Problems & The Fed's Next Move 12/9/24 Dec 09, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Pause on Fed Pause?, Hiring Doom Loop, Tech Takeaways 12/6/24 Dec 06, 2024

Did today’s strong jobs report put the Fed’s December pause on pause? It depends on who you ask. We’ll round up the latest Fedspeak and look at how to position into year-end. Plus, one economist says AI is exacerbating the “hiring doom loop.” He’ll join us to explain and give us the latest remote-work trends. And it’s OpenAI’s second day of “Shipmas”, we have their latest offering and a look at Trump’s pick for the White House AI and Crypto Czar.

Mike Novogratz & Bitcoin $100K 12/52/4 Dec 05, 2024

Bitcoin just topped $100K for the first time ever. President-elect Trump says “You’re welcome.” Early investor Mike Novogratz says we’re witnessing a paradigm shift. And our market guest says he’s taking his money off the table. We discuss the different takes on Bitcoin’s big comeback.

Fed Chair Powell at DealBook, No Cut Conundrum, GOP vs. Housing Inflation 12/4/24 Dec 04, 2024

We’re counting down to Fed Chair Powell’s interview at the DealBook Summit. But first, we’ve got both sides of the rate-cut conundrum with where the economy could go depending on the Fed’s meeting in 2 weeks. And the housing market is showing some signs of movement. We’ll look at the latest data points and why housing could become a key issue for President-elect Trump and the GOP.

“No Cut” Trade, 2025 Software Playbook, Out on Instacart 12/3/24 Dec 03, 2024

If the Fed skips a December cut, our market guest says there’s one trade to position for that. Plus, Salesforce earnings are on deck, and our analyst is bringing his 2025 playbook to the table. And Deutsche Bank is initiating coverage on Instacart, but warning investors not to put the ”CART” before the horse.

Top Retail Picks for The Holiday, The Future of U.S. Education 12/2/24 Dec 02, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

No Stopping the Rally?, Bitcoin’s Path to $500K, Black Friday Retail Rush 11/29/24 Nov 29, 2024

Stocks hitting record highs again and one strategist says there’s no reason to believe the rally will slow down. Plus, bitcoin is on track to snap a 4-week winning streak, but one trading platform executive sees it climbing to $250K by the end of next year and $500K by the end of 2027. He joins us to make his case. And we’ve got every angle of Black Friday shopping covered with an in-mall view, the consumer forecast for holiday shopping season, and the CEO of Pandora Jewelers with his pulse of the consumer.

Black Friday, Shopable Ads, Tariff Impact on Semiconductor Sector 11/27/24 Nov 27, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Tariffs & Trades, Red Flags?, Health of Housing 11/26/24 Nov 26, 2024

President-elect Trump doubles down on tariffs. The option market waves a red flag. And housing misses big on another key metric.

Markets Cheer Trump Cabinet Pick, The Pasta Sauce Spending Indicator, and Gen Z’s “It” List 11/25/24 Nov 25, 2024

Stocks climb, yields fall after President-elect Trump chooses a fiscal hawk to head the Treasury Department. Bank of America explores the link between premium pasta sauce sales and restaurant foot traffic. Plus, what’s topping Gen Z’s holiday wishlists—and which companies are set to cash in.

AI Innovation & Impact, Trump 2.0 & Corporate Profits, Bitcoin’s March to $100K 11/22/24 Nov 22, 2024

Alphabet wrapping up a tough week dealing with DOJ scrutiny, while Amazon’s upping its investment in Anthropic. We have the headlines and industry impact. Plus, our guest sees the S&P 500 hitting 7,000 by the end of 2025, thanks in part to the Trump administration’s actions, and joins us to explain why. And bitcoin continues its march to $100K, but our guest says investors are still early in the game if they get into the crypto now.

Nvidia, M&A Activity in 2025 & Hyundai's EV Ambitions 11/21/24 Nov 21, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Trump Tariffs 2.0, Crypto & Klarna CEO 11/20/24 Nov 20, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Russia-Ukraine Tensions Rising, Semiconductor Near-term Headwinds, Off-Price On Deck 11/19/24 Nov 19, 2024

Stocks are recovering after ramping tensions in the Russia-Ukraine war weighed on the major averages earlier in the session. We have the latest and what the 2nd Trump administration could mean for the region. Plus, chip stocks are boosting the Nasdaq ahead of Nvidia’s results tomorrow. We’ll look at how to position and what’s ahead for the industry as a whole. And off-price retail is on deck to report results this week. Bank of America has the names to buy ahead of the print.

How to Trade on Thanksgiving Travel, The Future of Retail 11/18/24 Nov 18, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Trump Transition, Finding Opportunities, Undervalued Mag 7 Stocks 11/15/24 Nov 15, 2024

We’re tackling every angle of the Trump transition: Chips, EVs, Pharma, Food, and Tech Regulation. Plus, our market guest is joining us with the biggest opportunities he sees post-election. And Michael Nathanson brings the two names in the Mag 7 he says are undervalued and underappreciated.

Post-Election Rally Stalling? 11/14/24 Nov 14, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Sticky Inflation, Musk's White House Influence 11/13/24 Nov 13, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Musk’s Influence & Disney on Deck 11/12/24 Nov 12, 2024

It’s like when you’re the kid and the teacher is mean to you, and then you become the principal. That’s how Tesla analyst Dan Ives describes Elon Musk’s new role in the Trump administration. Ives calls it a game-changer for Tesla. He joins us to make his case. Plus, Disney earnings are on deck. Analyst Laura Martin has long said it will be a takeover target if the regulatory environment allows it. With Trump in charge, we’ll ask her if the time has come and who could scoop it up.

The Home Improvement Trade, Economic Headwinds in China 11/11/24 Nov 12, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Momentum Rules, Global Assets, Trump Winners 11/8/24 Nov 08, 2024

What a week for the markets, the Dow hitting 44,000 to close out the best week in a year on Trump’s election win, while the S&P crosses the 6,000 mark for the first time. Our market guest says momentum rules. We ask him how he’s riding it. Plus, that brings us to our first mystery chart. We’ll give you a hint – it’s the key catalyst our international strategist is watching as a signal to trade out of the U.S., which he expects to happen under Trump. And, a special Three Buys & A Bail “Election Edition,” including one name in energy that hasn’t been mentioned as a Trump winner this week.

Fed Decision Countdown, Trump Tariff Impact, Upwork CEO on Earnings 11/7/24 Nov 07, 2024

Less than 60 minutes until the Fed decision on interest rates. We’ll tell you what to expect, what to watch for, and what impact the Trump administration could have on the future of the central bank. Speaking of Trump policies, we’re drilling down on the potential tariff impact to IT and Hardware with Evercore’s Amit Daryanani, and shares of freelance platform Upwork are up 60% in 2 weeks. We’ll ask the CEO what’s driving the rally and get her read on the labor market.

Election Market Rally, Countdown to Fed Decision, Broadcast M&A Coming Soon? 11/06/24 Nov 06, 2024

Stocks are surging as Trump becomes the President-Elect and the possibility for a GOP-controlled Congress remains. We’ll look at the three areas of the market our guest says stand to benefit. Plus, we’re just about 24 hours away from the Fed decision on interest rates, and one of our guests has noticed a shift in the central bank’s approach. And we’ll speak with the Wells Fargo analyst who says the state is set for significant M&A cycle in broadcast media.

Election Day 2024, Foreign Policy Fallout, Fed Decision Countdown 11/5/24 Nov 05, 2024

The trades for both candidates seem to be working today with big tech outperforming, along with DJT, crypto and bond yields on the rise. We’ll look at the market implications of today’s election outcome. Plus, foreign policy and the future of NATO is front and center today with the world watching the U.S. choose a new president. And Thursday’s Fed decision is around the corner as 10-year notes go up for auction today. We have the results and analysis.

Final Election Countdown, Consumer Trades, Berkshire’s Money Moves 11/4/24 Nov 04, 2024

We’ll round up the latest polling data and look at the key trades to consider under each outcome. Plus, we’re checking in on the consumer, with inflation and the economy top of mind ahead of tomorrow’s election. And Berkshire Hathaway is revealing its latest moves, including a growing cash pile that’s bigger than most U.S. stocks.

Jobs Warning Signal?, Read on Retail, 3 Buys & A Bail: MSFT, LLY, PTON, SNAP 11/1/24 Nov 01, 2024

Stocks are mostly higher despite a lighter-than-expected jobs report, but if the weakness is just storm- and strike-related, does it even matter to the Fed ahead of next week’s meeting? Plus, one analyst is tracking the scary read-throughs following the busiest week of earnings season and joins us with the fallout ahead of the holiday season. And we’re trading the winners and losers of this earnings week in 3 Buys & A Bail.

Big Tech Earnings, Comcast Considers Spinoff, CEOs of Generac, Equinix & Kontoor Brands 10/31/24 Oct 31, 2024

Apple earnings on deck, as Microsoft and Meta are under pressure following their reports. We’ll look at what went wrong and how it sets up the rest of big tech. Plus, CNBC’s parent company Comcast is considering a spinoff of its cable networks business. We have exclusive comments from Liberty Chairman John Malone. And the CEOs of Generac, Equinix, and Kontoor Brands join us on the heels of their earnings reports.

Economy Still Resilient? 10/30/24 Oct 30, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Tech Policy Under Harris vs. Trump & State of the Consumer 10/29/24 Oct 29, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Big Tech on Deck, The 22-Hour Trading Day, and the Elder Care Gap 10/28/24 Oct 28, 2024

Five of the Magnificent Seven report results this week; our technician has the name poised for a breakout. NYSE President Lynn Martin weighs in on the pros and cons of a 22-hour trading day. Plus, the start-up pairing college students with seniors to help close the elder-care gap.

Investment Opportunities Abroad & Under-the-Radar AI Names 10/25/24 Oct 25, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Big Tech & The Fed's Rate Path 10/24/24 Oct 24, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

The Bonds to Buy, “Sleepwalking into an Economic Storm”, Tesla Results on Deck 10/23/24 Oct 23, 2024

Stocks are moving lower as yields climb yet again. We’ll tell you where the opportunities are and why our strategist is cautious on the long end. Plus, the winner of this year’s Nobel Prize in Economics says America is “sleepwalking into an economic storm”. He’ll join us to explain and tell us about the red flags he’s seeing. And Tesla reports results after the bell today. Bernstein’s Toni Sacconaghi joins us to explain why he sees more than 44% downside ahead.

Take a Page from Japan, Win-Win for Disney & Nike?, Next Gen Generative AI 10/22/24 Oct 22, 2024

Paul Tudor Jones says the U.S. should inflate its way out of debt. We’ll debate the Fed’s path forward from here. Plus, the changes to Disney’s board may be a net-positive for both Disney and Nike. And we’ll talk to one of the biggest players in AI about the next steps and a potential IPO.

Rate Reversal, Unhealthy Returns, 15 Days Until Election Day 10/21/24 Oct 21, 2024

Rates, overall, have moved higher since the Fed’s jumbo rate cut last month. We’ll look at what’s behind the moves and how to position. Plus, Cigna and Humana shares are on the move as deal talks may be back on, but one strategist calls this the most challenging fundamental backdrop ever for health insurers. And we’ve got a view on the ground in one county that could decide the election, as we kick off the 2024 Your Money, Your Vote Roadtrip.

Cause for a Pause?, Read on REITs, Manufacturing in Mexico 10/18/24 Oct 18, 2024

The economy is strong, and the stock market is at record highs. So should the Fed pause rate cuts? We debate and look at where your money is best deployed against this backdrop. Plus, now that several names have reported, we get a gut check on REITs on the heels of that jumbo-sized rate cut. One analyst brings us his top pick from here. And this company has got a large manufacturing base in Mexico, but is still well positioned even if former President Trump gets elected and imposes steep tariffs. We reveal that name and a few other winners.

Trading the AI story, Viral f(AI)ke podcasts, Earnings Exchange: NFLX, AXP, PG 10/17/24 Oct 17, 2024

Chip stocks are hitting new highs, and the AI story seems intact but our market guest says to trade it on the margins and joins us to explain. Plus, Google is using AI to turn text into podcasts, and it could be just the beginning for the next generation of generative AI. And we’ve got Netflix, American Express and Procter & Gamble on deck for Earnings Exchange.

The Trades Ahead of Earnings, The Tech Value Name to Buy Now, and The Bottom Line on Tariffs 10/16/24 Oct 16, 2024

We preview results from three companies our trader calls high quality, with a history of performing well for investors. MAI’s Chris Grisanti has called it right on Verizon and Hershey, he tells us the tech name he says is now a value stock. Plus, Trump promising tariffs so high, US companies will have to return manufacturing stateside—two experts discuss whether that’s feasible, what it means for already-high prices, and which countries could retaliate.

The Path for Oil Prices, Health Care as a Growth Sector, and Soaring, Shipping, & Storing 10/15/24 Oct 15, 2024

With China’s recovery failing to materialize, and Israel vowing to not strike Iran’s oil targets, energy prices are under pressure. Why we could see $50 oil in the near-future. The health care name one strategist is treating like a growth stock. And the action, the story, and the trade on United Airlines, J.B. Hunt, and Prologis in Earnings Exchange.

A Boeing Debate, China Risks vs. Rewards, and Using AI for a Trading Edge Oct 14, 2024

Boeing pre-announcing a massive third quarter loss and a 10% workforce reduction as its machinist strike pushes into its fifth week. Wells Fargo bearish on the stock, concerned about its free cash flow, but Seaport has three reasons to buy the dip. China’s government re-committing to stimulus measures, but with another round of disappointing economic data overnight, is it too little too late? Plus, not just investing in AI stocks…how hedge funds are leveraging new tech to gain a trading edge.

Tesla’s Cybercab Debut, GOP’s Union Push, and Potential Pause Picks 10/11/24 Oct 11, 2024

Elon Musk unveiling Tesla’s long-awaited robotaxi, the Cybercab, but failing to detail plans for a ride-hailing service; Melius Research warns Tesla may pose a bigger competitive risk to Uber and Lyft than meets the eye.

With less than a month until the election, how the GOP is making inroads with the typically liberal unions.

Plus, recent data and Fed commentary has investors re-thinking rate cuts--we’ve got five names to play a potential pause.

Data Distortion, Fading the Fed, Robotaxi Reveal Oct 10, 2024

Inflation a little hotter, jobless claims a little hotter, and the data just keeps getting more distorted. We’re starting to see the impact from storms and strikes, and our economist says the Fed could defer a rate cut because of it. Plus, today’s data giving investors more reason to fade an aggressive Fed. We dive into what that trade looks like and where the opportunities are. And Tesla’s long awaited – and several times rescheduled – robotaxi event is finally happening tonight. We speak with one analyst who says the hype is still real.

Can Nvidia's Run Continue? Recession Odds & Milton's Impact on Leisure 10/9/24 Oct 09, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Bracing for Milton, GM Investor Day, Kendra Scott CEO 10/8/24 Oct 08, 2024

Florida is preparing for its second major hurricane in as many weeks. We’ll get a live report from the ground, along with the outlook for gasoline and insurance. Plus, GM’s first investor day in two years is underway, with Wall Street squarely focused on GM’s China strategy. We’ll hear from CEO Mary Barra. And the CEO of Kendra Scott is here with a look at the health of the consumer and overall retail.

Florida Bracing for Milton, Mortgage Rates Rising & September Jobs Report 10/7/24 Oct 07, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Blockbuster Jobs Report, The Case for Small Caps, Restaurant Stock to Watch 10/4/24 Oct 04, 2024

The September jobs report crushed expectations, so did the Fed make a mistake by going big on that first rate cut? We’ll debate. Plus, our market guest says this is what a soft landing looks like, and investors should own small-cap stocks going forward. And restaurants have been challenged by higher wages and a softer consumer, but Guggenheim says one name is dealing with it better than the competition.

IP(N)O?, Buying the Pullback & Port Strike Pros 10/3/24 Oct 03, 2024

One prominent OpenAI investor says the company is too important to forgo the scrutiny of going public, but one of our guests says that as long as Sam Altman can raise gobs of money in private markets, that won’t happen. He explains his take. Plus, the September jobs report is on deck, Middle East tensions are at a boiling point, and the U.S. election is right around the corner. We unpack the uncertainty. And supply chain disruptions are front and center as port strikes hit day three, but some names could actually benefit from the stalemate. One analyst explains.

OpenAI’s Funding Round, Nvidia’s New Venture, Hidden Threat to Semiconductors 10/2/24 Oct 02, 2024

OpenAI is officially closing its multibillion-dollar funding round, marking one of the largest private deals ever seen in Silicon Valley. We have the eye-popping numbers and companies backing the startup. Plus, Nvidia and Accenture are teaming up to accelerate corporate adoption of AI. And Hurricane Helene’s path of devastation took out one of the most important towns for the semiconductor industry.

Iran Launches Missile Attack on Israel 10/01/24 Oct 01, 2024

The latest updates on Iran’s missile attack on Israel, including the ripple effects across the Middle East and the fallout for equities, commodities, and more.

Middle East Tensions Rising, Hurricane Helene’s Aftermath, Pain at the Ports 9/30/24 Sep 30, 2024

Atlantic Council President Fred Kempe and CNBC Contributor Michelle Caruso-Cabrera join us to break down the rising tensions in the Middle East, and what the future of the region holds for investors. Plus, recovery efforts are underway as Hurricane Helene has left more than two million without power. We have the latest and how each presidential candidate is responding to the disaster. And we’re counting down to a potential ports strike with the economic ripple effects and the impact on retailers.

Inflation Volatility Ahead, Stealth Housing Winners, Tariffs Take Effect 9/27/24 Sep 27, 2024

Our economist doesn’t see the bogeyman in today’s economic data, but warns inflation isn’t going to fade away completely. Plus, we’ll look at how to invest in housing as home prices begin to fall in parts of the country. And Chinese equities are having their best week since 2008, but new tariffs go into effect today.

Beijing’s Big Moves, OpenAI’s For-Profit Pivot?, Southwest Soars 9/26/24 Sep 26, 2024

Stimulus news out of Beijing is sparking a massive rally in Chinese equities. We’ll debate whether this is Beijing’s big moment or merely a temporary fix. Plus, OpenAI is in the midst of an executive exodus as it considers restructuring to a for-profit company. And Southwest Airlines is having its best day since early 2020 after some bullish guidance out of its investor day.

Meta Connect Kicks Off, The Case for Small Caps, and SEIU President on Election & Labor Market 9/25/24 Sep 25, 2024

Meta’s high-stakes developer conference is kicking off and we’ve got every angle covered from Wall Street to Silicon Valley as Mark Zuckerberg takes the stage. Plus, small caps are set to outperform in the wake of last week’s Fed rate cut, according to one of our market guests. And with 40 days until Election Day, SEIU’s president joins us with the union’s top concerns and a pulse check on the labor market.

Buy the Setback Stocks?, Holiday Retail Forecast, Investing in the Nuclear Renaissance 9/24/24 Sep 24, 2024

Listen to the day's top stories, theOur market guest says stocks will go higher from here, but don't chase the winners, and buy the setback stocks instead. Plus, consumer confidence is hitting a three-year low. We'll look at how that sets up the holiday shopping season, and the retail trade from here. And we’ll look at one under-the-radar green energy stock and how it's positioned to benefit from the nucelar renaissance. must reads & a whole lot more for today's modern investor.

Don’t Buy Intel Deal Hype?, Nuclear Deal of the Day, The Leadership Trade 9/23/24 Sep 23, 2024

Deal chatter around Intel is running rampant, but our guest says Intel’s not the right fit and has a different semiconductor merger in mind. He’ll join us to make his case. Plus, the U.S. nuclear renaissance is taking shape and we’ll speak with the CEO of Uranium Energy Corp, which just struck a major deal in the energy space. And Nike, Starbucks and Boeing all have new CEOs, but is that enough to invest in their turnaround stories. Tim Seymour joins us with a special 3 Buys, a Bail, and a Boot.

Fed’s Cutting Conundrum, Bullish on Homebuilders, Temu’s Troubles 9/20/24 Sep 20, 2024

Rate Cut Rally, Staples Surge & Ridesharing Race 9/19/24 Sep 19, 2024

Stocks are in rally mode following the Fed’s big rate cut, but our market guest says it may be time to slow down and get cautious. He explains why. Plus, Bank of America crunched the numbers and says one sector – and several names in it – is poised to pop following the first rate cut. The analyst joins us to make his case. And perhaps this is the news you needed today – you can now have Olive Garden breadsticks on demand. We dive into Darden’s new partnership with Uber, and more in the delivery space.

Final Countdown to Fed Decision, Sens. Warren & Kennedy, SEC Chair Gensler 9/18/24 Sep 18, 2024

It’s the final hour before the Fed decision, and our guests are divided on whether the Fed will cut by 25 or 50 basis points. We’ll look at how to position for either scenario and what the path forward for the Fed looks like regardless. Plus, Senators Warren and Kennedy join us in-studio with their take on the Fed decision, the looming government shutdown, and the presidential election. And SEC Chair Gary Gensler is here with a First On CNBC interview, following the agency’s unanimous vote for new rules in the stock market.

24 Hours Until Fed Decision, Mortgages Rates’ Next Move, Retailers Nearing Inflection 9/17/24 Sep 17, 2024

The market seems to be ignoring today’s retail sales data ahead of the Fed decision on interest rates tomorrow. We’ll look ahead to the most uncertain Fed meeting in nearly a decade. Plus, the CEO of Rocket Companies says a quarter-point cut could lead to mortgage rates climbing in the near term. He’ll join us to explain why. And one analyst sees several names at or near inflection points, even if things slow down into the holiday season.

48 Hours Until Fed Decision, Health of Housing, Dean of Valuation on Apple 9/16/24 Sep 16, 2024

We’re two days away from one of the most consequential Fed meetings in recent years. Will the market get a half-point cut or only 25 basis points? We’ll look at the latest odds and what it means for investors. Plus, Brown Harris Stevens CEO Bess Freedman joins us ahead of the decision with what it will mean for the housing market. And the Dean of Valuation, NYU Professor Aswath Damodaran, is here with his take on Apple and the three companies facing life cycle challenges.

Private Equity in College Sports, Uber & Waymo Expand Partnership 9/13/24 Sep 13, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Mester on the Fed, Markets & Rates, Disney Cuts Prices 9/12/24 Sep 12, 2024

If the Fed is expected to do a series of cuts, and the risks to the labor market are to the downside, then why not start with a half-point cut? Former Cleveland Fed President Loretta Mester joins Kelly in-studio to discuss. Plus, one of our guests says markets aren’t moving on rates right now, and joins us with how to position. And Disney is cutting prices as Warner Bros Discovery locks in a new distribution deal. We’ll look at the latest in the streaming wars.

Data Disappointment, Banks’ Mixed Messages, Stalled Trade 9/11/24 Sep 11, 2024

The latest read on inflation is dashing hopes for a half-point rate cut next week, but one of our guests says the size of the first cut doesn’t matter and the time to deploy cash is now. Plus, subprime is the new prime, if you believe the latest commentary from some of the banks. And there’s one group of consumer stocks that may remain stuck in neutral, even in a soft-landing situation. We look at the trades you may want to avoid.

Oracle’s Big Plans, Candidates’ Big Night, and Powell’s Big Decision 9/10/24 Sep 10, 2024

Oracle hitting a record high after an earnings beat and high-profile partnership announcements…how the tech stalwart might’ve just become a new AI darling.

Harris and Trump set to square off on the debate stage tonight. We dig into the similarities and differences in the candidates’ policies.

Plus, not just the markets split on whether the Fed will cut by 25 or 50 basis points next week, according to Evercore’s Krishna Guha. He tells us why Jay Powell’s rate decision could come down to the 11th hour.

Apple Unveils iPhone 16 and To Buy the Dip or Not to Buy the Dip? 9/9/24 Sep 09, 2024

We’ve got live updates from Apple’s “Glowtime” event in Cupertino. The tech giant unveiling its latest iPhone model, but will it be enough to convince customers to upgrade? And can Apple play catch-up in the AI race?

Plus, Bank of America says not to buy the tech dip, but UBS sees it as an opportunity—the strategists make their cases.

Labor Market "On Thin Ice" 9/6/24 Sep 06, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

October Optimism, NFL’s Most Valuable Team 9/5/24 Sep 05, 2024

Stocks are lower after the economy showed more signs of a labor slowdown ahead of tomorrow’s jobs report, but our market guest is staying optimistic for a 4th-quarter rally. Plus, US Steel remains under pressure on reports that the Biden administration will block its deal with Nippon Steel. And CNBC is unveiling its Official 2024 NFL Team Valuations today. We’ll tell you which team tops the list and which franchises are falling behind.

Semiconductor Sell-off, Bond Market Bullishness, Off-Price On Fire 9/4/24 Sep 04, 2024

Most of the chipmakers are under pressure again today, but one value investor says it’s time to buy and joins us with the names he’s bullish on. Plus, the yield curve is disinverting for the first time since the August sell-off, but a different part of the bond market is flashing a bullish signal for stocks. And Bernstein is naming an unloved off-price retailer as its top pick in the space. The analyst joins us to make her case.

September Swoon Ahead?, Intel in Trouble?, Housing Affordability Crisis 9/3/24 Sep 03, 2024

A new batch of economic data is raising fresh concerns about the health of the economy. We’ll look at how to protect your portfolio from a potential September swoon. Plus, Intel is launching its latest AI PC chip, but it may be too little too late to turn things around, according to our market guest. And housing affordability is front and center in this election. We’ll check in with one company that still offers a 2% mortgage even as rates remain stubbornly high.

Warning Sign for the Fed?, Powering AI Demand, Gen-Z Love Story 8/30/24 Aug 30, 2024

The soft-landing narrative is getting stronger with the Fed’s preferred inflation gauge coming in as expected. It could be smooth sailing for investors from here, but our market guest has one major concern. Plus, we’ll check in with one company that’s leveraging AI to keep the lights on, literally. And Abercrombie & Fitch is getting some love on Wall Street today, thanks in part to its inroads with Gen Z.

Catalysts & Concerns, The Next Best Buy, A REIT to Read Retail 8/29/24 Aug 29, 2024

The Dow is hitting a record high on the back of Nvidia’s solid report, so what’s the next catalyst or concern for the market? We’ll debate. Plus, Citi’s analyst double-upgraded Best Buy from a sell rating to buy ahead of its blockbuster report. He’ll join us with where else he’s seeing opportunity in retail. And Tanger is uniquely positioned to monitor foot traffic with its 40 shopping centers across the country. The CEO joins us with the trends they’re seeing.

Nvidia Earnings Countdown, AI & Box CEO, Earnings Exchange: AFRM, CRWD, DG 8/28/24 Aug 28, 2024

Nvidia is set to report after the bell today. We’ll look at why it’s so important to the market and what Wall Street will be watching for in the results. Plus, Box shares are having their best day in 3 years on an earnings beat and guidance hike. Founder & CEO Aaron Levie joins us exclusively to discuss the results and future of AI regulation. And it’s not just Nvidia. Affirm, Crowdstrike, and Dollar General are on deck to report, and we’ll look at how to position ahead of the print in Earnings Exchange.

How Fast & How Far?, $40M Turnaround, Earnings Exchange: BOX, S, JWN 8/27/24 Aug 27, 2024

How fast and how far will the Fed go with interest rate cuts? Fed Chair Powell didn’t say, but he did signal a September start. One economist says he wishes Powell hadn’t boxed himself in and joins us to explain. Plus, billionaire investor Greg Flynn is putting $40M into the San Francisco office-property market, saying now is the right time to get in. And we’ll look ahead to Box, SentinelOne, and Nordstrom’s reports in Earnings Exchange.

Buy the Tech Dip?, Consumer Seeking Value, Bullish Fresh Pick 8/26/24 Aug 26, 2024

Fed Chair Powell delivered what the market wanted, but will Nvidia keep up its end of the bargain when it reports earnings this week? We’ll debate the high-flying AI tech stock. Plus, the consumer continues to seek value, and new data from Mizuho suggests an under-the-radar food name is poised to outperform. And one fitness stock is trading at a 15-month high as Baird names it its new bullish, fresh pick.

“Time Has Come”, AI 2.0 Trade, 3 Buys & a Bail: Turnaround Edition 8/23/24 Aug 23, 2024

Fed Chair Powell is signaling that the Fed will cut rates next month, and while he stopped short of saying by how much, one of our guests is confident it’ll be by 50 basis points. Plus, Our strategist is bullish on what he calls AI 2.0 companies and brings us the names he says are in a sweet spot. And hopes of a turnaround helped Peloton rally toward its best day ever yesterday. Today, we’re looking at the turnaround trade in 3 Buys and a Bail.

Underappreciated Small-Cap Trade, Consumers & Value, Peloton Turnaround Plan 8/22/24 Aug 22, 2024

Our market guest is shifting gears to small-cap tech to find opportunity and joins us with the names she is watching. Plus, retailers are trying to offer consumers more value deals, but one in particular is doing it better, according to Bank of America. And Peloton is surging after posting its first sales increase in nine quarters, but will it be enough to turn things around?

Dow 47,000 in Sight?, China & The Election, Historic Payrolls Revision 8/21/24 Aug 21, 2024

The Dow could top 47,000 in the next 12-18 months, according to our strategist. He’s bullish in the long-term, but has three dividend darlings to weather the near-term volatility in the market. Plus, VP Harris’ running mate Gov. Walz is speaking tonight at the DNC. We’ll get a live report ahead of those remarks and look at one key area that the Democrats’ economic agenda doesn’t address. And payroll growth is being revised lower by the Labor Dept. We’ll tell you what it means for the economy, and why it could matter to the Fed.

Hunting for Value, Stocks vs. Bonds, Housing Affordability 8/20/24 Aug 20, 2024

Our market guest says the bulk of stocks are trading at reasonable or attractive valuations and joins us with the names to buy. Plus, our technician says the moves in stocks and bonds are becoming increasingly correlated, signaling one group is due for a pullback. And the so-called “conscience of capitalism” John Hope Bryant joins us to make the case for the 40-year mortgage as a way of making home ownership more accessible.

Shifting Fed Narrative, DNC Kicks Off, Strong Foundation for Homebuilders? 8/19/24 Aug 19, 2024

Three central bankers spoke out over the weekend, with all seemingly in favor of a September rate cut. Our strategist still sees three cuts this year and joins us with his read on the economy. Plus, the Democratic National Convention kicks off in Chicago today, and we have a live report from Chicago with what’s at stake and what a Harris presidency means for your money. And UBS sees the foundations for a homebuilder rally forming, despite the recent negative data. Their analyst will join us with the name he sees rallying 16% from here.

Overlooked Market Risks, Harris’ Economic Plan, Classic Car Craze 8/16/24 Aug 16, 2024

Stocks are on pace for their best week of the year, but one portfolio manager says investors are ignoring two very significant market risks. Plus, Vice President Harris is laying out her economic policies ahead of next week’s DNC. And Robert Frank is in Monterey, California, with a look at the $30B classic car market and the $400M test it faces this week.

The Exchange 08/15/24 Aug 15, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

September Rate Cut Split, REITs to Buy Now, and Consumer on the Cusp? 8/14/24 Aug 14, 2024

July’s consumer inflation read not matching the tenor of the cooler wholesale inflation print. Our panel of experts discusses whether that means a 50 basis point rate cut at the next Fed meeting is off the table. But whatever track the Fed takes Morgan Stanley says rate cuts will help REITs both on a macro level and on a fundamental one. Their head of Global Listed Real Assets lays out the names to buy now. Plus, Mars agreeing to buy Kellanova in one of the biggest deals the industry has ever seen, Elliott Management readies a proxy fight against Southwest, and we preview Macy’s, Tapestry, and Alibaba earnings.

Starbucks CEO Shake-up, Inflation in Check?, Middle East Tensions 8/13/24 Aug 13, 2024

Starbucks shocking the business world today by ousting their CEO in favor of Chipotle’s chief executive Brian Niccol. We have Wall Street’s reaction, the bottom line for investors, and leadership lessons to take away. Plus, this morning’s wholesale inflation report came in lighter-than-expected, but is it enough to derail a rate hike from the Fed next month? And we’ll look at the price action in commodities as tensions in the Middle East ramp up.

Value in Volatility, Consumer Spending Gauge, Not Too Late to Buy Nvidia? 8/12/24 Aug 12, 2024

Markets are holding steady ahead of this week’s economic data, and our guest is looking at some names to find value in the market volatility. Plus, retail earnings ramp up with Home Depot results on deck tomorrow morning. We’ll speak with the analyst who forecast the slowdown in home renovations two years ago. And Nvidia is bouncing back from the recent sell-off. We’ll look at whether it’s too late to buy the stock.

Markets’ Big Week, China’s Path Forward, SweetGreen’s Healthy Returns 8/9/24 Aug 09, 2024

Stocks are struggling to end the week higher, as the Fed’s path toward rate cuts is getting a little murkier. We’ll look at how to position within the Magnificent 7 stocks and beyond. Plus, China’s inflation data suggesting more government stimulus may be needed there. Our guest is highlighting one catalyst that could jumpstart Chinese equities. And SweetGreen is surging after a big earnings beat and guidance hike. The CEO joins us in a “First on CNBC” interview with what’s driving growth in a tougher macro environment.

Health of the Consumer, Market Rally or Reversal?, Interactive Brokers’ Thomas Peterffy 8/8/24 Aug 08, 2024

We have fresh data from Bank of America Institute, giving us a real-time picture of what's going in the economy. We’ll speak with the woman in charge about the health of the consumer. Plus, stocks are rallying on the back of new jobless claims data, but one of our market guests warns it could be a head fake. And Interactive Brokers Chairman Thomas Peterffy joins us with a first look at demand for the company’s new event contract business.

One-on-one with Jamie Dimon 8/7/24 Aug 07, 2024

The S&P Bank ETF is on track for its worst month since last March amid the regional bank crisis, but JPMorgan is only 7% away from last month’s record high. Our Leslie Picker sits down with JPMorgan Chase CEO Jamie Dimon to talk about the business, the Fed, the economy, the markets, politics, and much more.

Sell-off Overdone?, Buy the Tech Dip?, Disney Price Hikes 8/6/24 Aug 06, 2024

Stocks are rebounding from yesterday’s sell-off. We’ll debate whether the growth scare is overdone or if it’s the beginning of a bigger pullback. Plus, is it time to buy the dip on tech stocks? Our market guest thinks so and has the names he’s buying at these levels. And Disney is raising prices on its streaming services. We’ll look at whether it can get the stock out of its recent rut.

Market Sell-off, WaFd Bank CEO Aug 05, 2024

Stocks are selling off to start the week amid growing concerns of a recession. We have team coverage tracking the Fed’s path forward, the plunge in treasury yields, and the drop in mortgage rates. Plus, WaFd CEO weighs in on the strength of the consumer and state of loan demand. And mega-cap tech stocks are erasing trillions of dollars’ worth of market cap. We’ll put the sell-off in perspective.

Jobs Report Sell-off, Intel’s Half-Century Slump, Databricks CEO Exclusive 8/2/24 Aug 02, 2024

July’s jobs report came in much weaker than expected, triggering the key recession indicator known as the Sahm Rule. Its namesake joins us with her read on the economy. Plus, Intel’s having its worst day in 50 years after a disappointing earnings report. We’ll hear from CEO Pat Gelsinger. And capex spending is a major theme for tech companies reporting this week. We’ll speak with a key player in the space exclusively.

Big Tech Sell-off, Shifting Fed Narrative, Historic Prisoner Exchange 8/1/24 Aug 01, 2024

Today’s weak economic data is weighing heavily on stocks and yields as the 10-year falls below 4%for the first time since February. We’ll look at what it means for the Fed’s path forward. And in the largest East-West prisoner swap since the Cold War, U.S. journalist Evan Gershkovich is coming home. We’ll look at the nations and individuals involved, and the geopolitical impact with less than 100 days until the election.

The Exchange 7/31/24 Jul 31, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Market’s Big Mistake?, AI’s First Real Test, Harris’ Crucial VP Pick 7/30/24 Jul 30, 2024

We’re counting down to tomorrow’s Fed decision, where Powell is widely expected to signal that the first rate cut will come in September, but our market guest says investors are too focused on that, and not enough on what he sees as the biggest risk right now. Plus, the busiest week of tech earnings continues with Microsoft reporting after the bell. We’ll look at how to position ahead of the print and whether the broader pullback in tech is over. And Wall Street is waiting for Vice President Harris to pick her running mate. We’ll show you the shortlist, and what it means for the fundraising race.

Markets’ Big Week, Vanguard’s New CEO, Earnings Exchange: PG, JBLU, PFE 7/29/24 Jul 29, 2024

It’s the busiest week of earnings season, combined with a ton of macro data and Wednesday’s Fed decision on interest rates. We’ll look at how to position for this massive market-moving week. Plus, Vanguard has a new CEO and it’s the first-ever outsider to helm the company. Bob Pisani sits down with him four weeks into the job. And we’ll bring you the action, the story, and the trade on Procter & Gamble, JetBlue, and Pfizer.

Rate Cut Timeline, Data Center Demand, Overseas Opportunities 7/26/24 Jul 26, 2024

The longer the Fed waits to cut, the more they risk that something breaks, according to Moody’s chief economist Mark Zandi. He’ll join us to make his case, in light of today’s PCE inflation data. Plus, Digital Realty’s CEO joins Kelly on the heels of their quarterly results with what’s driving demand for data centers. And weakness in China is one of this earnings season’s big themes, but our market guest says that presents a buying opportunity for investors.

Catalysts & Concerns and Buying Opportunities 7/25/24 Jul 25, 2024

Was yesterday’s selloff a healthy correction or reason for concern? We speak with one guest who says the rally is intact, but it will be hard to make new highs until one thing happens. Plus, tech investor Gene Munster says the pullback in tech presents a great buying opportunity. He tells us what he’s watching. And three more names are on deck to report earnings, including this name our trader calls a “have” in a sector of haves and have-nots. We break it down in Earnings Exchange.

Tech Wreck, Bitcoin Bucking the Trend, Buy the Builders? 7/24/24 Jul 24, 2024

The Nasdaq having its worst day of the year, as Tesla and Alphabet results disappoint. But bitcoin is moving higher, and we’re joined by VanEck’s head of digital assets research who’s making the case for $2.9M by 2050. And Wall Street’s #1 homebuilding analyst is here with his view on the builders as new home sales hit the lowest level of the year.

Unloved Bull Market, Time to Buy Tesla?, Risky Business 7/23/24 Jul 23, 2024

We're in an early bull market, but one of our guests says it's the most unloved bull market she's seen in her career and that presents a lot of opportunity. She’s also a Tesla shareholder and says it's a stock you buy in times of chaos. With earnings on deck, is this one of those times? And is a credit card backed by your home equity line of credit a great innovation or risky business? We have the details ahead.

Your Money, Your Vote, Policies & Positioning, Stick with Small Caps? 7/22/24 Jul 22, 2024

More Democrats are coming out in support of Vice President Kamala Harris. We take a look at what’s next, how it’s changing Team Trump’s strategy, and whether it should change your market strategy. Plus, just last week Strategas’ Dan Clifton told us this is the most investable election in his professional career. Is that still the case, or is he reshuffling election baskets? We check back in with him. And tech is rebounding after last week’s massive rotation into small caps. So does this mean the bounce-back is over? We discuss.

Biden’s Make-or-Break Weekend, Riding the Rotation, Global IT Outage 07/19/24 Jul 19, 2024

Former President Trump is accepting the GOP nomination as pressure builds for Pres. Biden to drop out of the race. We’ll get the latest from Washington and hear from two experts on each side of the aisle about what could be next. Plus, our market guest is using history as a guide and positioning for gains he sees ahead in the small caps. And Crowdstrike is plunging in the wake of today’s global IT outage. We’re tracking the ripples being felt across tech, banking, and airlines.

Small-Cap Summer, The Investible Election, Netflix Earnings on Deck 7/18/24 Jul 18, 2024

We’re in the midst of a massive, violent rotation from tech to small caps, but is this a sign that stocks are broadening out or are markets breaking down? Plus, Strategas’ Dan Clifton says this is one of the most investible elections he’s seen in his career and joins us with the stocks to watch ahead of November. And Netflix is on deck to report quarterly results, with options implying a 7% post-earnings move. We’ll look at how to position ahead of the print.

Hunting for Value, Candidate-proof Trade, Earnings Exchange: BX, DHI, DPZ 07/17/24 Jul 17, 2024

Our market guest says there are two catalysts breaking growth momentum and tells us how he’s taking advantage of the value trend. Plus, there’s one trade our analyst says will work regardless of who becomes president. He’ll join us with the theme and stocks to own. And we’re talking Blackstone, DR Horton and Domino’s Pizza in Earnings Exchange.

Trump Picks Vance, Opportunities Abroad, Small Caps Soar 7/16/24 Jul 16, 2024

Wall Street reacts to former President Trump choosing Sen. JD Vance as his running mate. We look at the implications for the market, the green energy landscape, and health care. Plus, investing opportunities in China, India, and Europe are becoming more attractive to investors. We’ll look at where the biggest risks are. And small-cap stocks are on a historic winning streak, and our market guest thinks they could continue to lead the market for the rest of the year.

Powell’s Playbook, RNC Kicks Off, More Volatility Ahead? 7/15/24 Jul 15, 2024

Fed Chair Powell says more progress on inflation is needed, but if the Fed waits for inflation to get to 2% to cut, it’s too late. Jefferies’ chief market strategist David Zervos joins us with his first take. Plus, we’ll get a live report from Milwaukee as the RNC kicks off and UVA’s Larry Sabato’s reaction to the failed assassination attempt on former President Trump.

Value Renaissance Ahead?, The Bank Trade, Commercial Real Estate 7/12/24 Jul 12, 2024

Get ready for a value renaissance. Our market guest says it’s coming and he’s bringing his favorite ways to take advantage of it. Plus, the big banks are front and center. JPMorgan, Wells Fargo, and Citi all topped expectations, but are under pressure. The Citi CFO joins us live on the back of the report. And despite ongoing concerns, there’s an opportunity emerging in the commercial real estate space, at least according to Mizuho. That analyst joins us with the shopping center name he’s bullish on.

From the Desk of Kelly Evans: The fall of Troy 7/11/24 Jul 11, 2024

Kelly explains what Helen of Troy’s weak earnings reports means for the state of the broader economy.

CPI, Costco & The Case for S&P 6K 7/11/24 Jul 11, 2024

Did CPI just cement a September rate cut? Our guests say the door is wide open. We look at what could close it again. Plus, some of the downside surprises beyond the headline numbers, and how to position from here. And, Universa is known as the Black Swan Fund, but the firm sees the S&P hitting 6,000 by year-end. We speak to Universa's COO about what makes them so bullish, some of the risks they are hedging for right now, and how they're positioning because of it. Plus, love in bulk on Wall Street for Costco stock today. The stock is already up more than 30 percent this year, and it's more expensive than Nvidia! So should you own it from here? We talk to one analyst who says yes, she just raised her price target again today. She joins us to make her case.

From the Desk of Kelly Evans: The cuts are coming 7/11/24 Jul 11, 2024

Kelly explains what the negative June CPI number means for the Fed’s next move.

Inflection Point?, Travel Demand & Cashing in on Components 7/10/24 Jul 10, 2024

Are we at an inflection point for the consumer? They’re choosing more carefully where to spend, which is not at Helen of Troy, as we learned yesterday. That company lost nearly 30% of its market value following earnings. Consumers are pushing back on big brands and high prices, which is leading them to Walmart, whose record highs might even suggest more weakness. This comes as Jay Powell today said going slower may allow the Fed to go farther, but according to our strategist, the Fed has to cut this year to keep the consumer, and small companies afloat. He’s here with where he’s trimming and what he’s adding to against this backdrop. But the consumer is still traveling, and Wyndham Hotels & Resorts is betting on that to continue, and betting on guests to stay longer. The CEO joins us like ahead with what he’s seeing. And then there’s housing. If you’re not buying a home because it’s too expensive right now, you can still buy into the housing trade, and we have a unique way to do it.

Underrated Risk?, Bullish Bets & Audio Advantage - 7/9/24 Jul 09, 2024

Fed Chair Jay Powell is warning of the risks of staying too high for too long, but our market guest is warning of a different risk, one he says Wall Street has its head in the sand on.He’s here to tell us what it is and how he’s positioning as a result. Plus, analysts are loving this recent IPO, with eight of them initiating coverage on the stock today. The one with the highest price target is here to make his case for a 60% upside from here. And if you think of top media and entertainment stocks, this one may not be top of mind, but it should be says Morgan Stanley’s Ben Swinburne. He’s here with the name, what makes it superior to the competition, and how much runway he sees ahead.

From the Desk of Kelly Evans: Tour de France 7/8/24 Jul 08, 2024

Kelly connects the dots between France’s elections and the 2024 presidential election.

Charged-up Semis, “Nowhere Near the Top”, and Politics & Positioning 7/8/24 Jul 08, 2024

Wall Street’s #1 semiconductors analyst joins us with the power players he sees dominating the industry going forward. Plus, it’s a big week for the markets with Powell’s testimony and inflation data on deck. We’ll check in with Raymond James’ CIO about why he says the rally is nowhere near the top. And between France, the U.K., and the U.S., there’s plenty of uncertainty for the market to digest. We’ll ask Atlantic Council CEO Fred Kempe how he sees things playing out this year.

From the Desk of Kelly Evans: AI *is* the business cycle 7/5/24 Jul 05, 2024

Kelly explains why AI is really driving the economy right now.

Jobs Jolt, U.K. Business Boost?, Book Boom 7/5/24 Jul 05, 2024

The June jobs report paints a muddy picture, but does it mean the Fed is finally ready to cut? We’ll discuss. And the U.K. has a new leader, with the Labour party winning the election in a landslide. We’ll look at the ramifications for business. And the CEO of Barnes & Noble joins us with how they’re keeping up with the latest trends, including e-readers and “BookTok”.

The Exchange 7/2/24 Jul 02, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

No Stopping the Rally?, The Jobs Juggle, Immunity Ruling 7/1/24 Jul 01, 2024

Stocks are mixed on the first trading day of the second half. The major averages have posted a monthly gain in July every year for the past decade. And our strategist just hiked his year-end S&P target to, 5,700 today. He’ll tell us where he’s putting money to work. And today’s manufacturing data showing a jobs divide. S&P Global reporting the fastest increase in employment in nearly two years. While ISM saw a drop in its index. With Goldman Sachs noting potential for slight upside risk to the unemployment rate ahead of Friday’s report, is the Fed’s focus about to shift away from inflation and to jobs? We’ll discuss. Plus, the Supreme Court handing down a decision in former President Trump’s election interference case stemming from January 6th, ruling a president has immunity for all “official” acts, but there’s no immunity for “unofficial” acts. Markets taking it as a positive for his election odds, with the yield curve steepening. We’ll dig into it.

Supreme Court on Chevron, As Good as It Gets?, Nike: “More Squish Than Swoosh” 6/28/24 Jun 28, 2024

We’ll break down a seismic decision by the nation’s top court, impacting everything the government does. Plus, the latest inflation report came in as expected, but what does it mean for the markets and the Fed. We’ve got a power-packed panel to look at how to position. And Nike is having its worst day ever after weak results and guidance. We’ll ask our analyst what it’ll take to right the ship.

Retail Detail, Stick with Tech?, “Your Money, Your Vote” 6/27/24 Jun 27, 2024

Wall Street’s #1 retail analyst, JPMorgan’s Matt Boss, is here to talk all things retail, including why value and convenience will be what ultimately separates the winners from the losers. Plus, Nvidia is lower again, but our market guest says to ignore the short-term volatility. And the first presidential debate of the year is on deck. We’ll arm you with the stats on the candidates and the polity talk that matters to investors.

Where the Chips Fall, Too Cheap to Ignore?, Health of Housing 6/26/24 Jun 26, 2024

Nvidia is down, once again, with the company’s annual shareholder meeting wrapping up right now. We’ll bring you the latest as another big chip name gears up to report results. Plus, speaking of tech, it’s one sector our market guest isn’t buying for two reasons – and one of them is pretty contrarian. He’ll tell us what they are, and what he’s buying instead, including one opportunity he hasn’t seen this cheap for this long since the great recession. And the last time the Howard Hughes CEO was on this show, he told us this year would be a golden age for homebuilding. That’s not showing up in the stock though. It’s down 25% year to date. And today we got another disappointing data point on housing. He’s back with an update on what he’s seeing on the ground.

Moving past the Mag 7, Risky Returns, Too Hot to Ignore? 6/25/24 Jun 25, 2024

Nvidia bouncing back after three down days, but our market guest says it doesn’t matter where it goes from here, the market is moving higher regardless.

Plus, there’s a niche asset class that had record returns last year, but it doesn’t come without risk. We’ll tell you what it is, and whether it’s worth considering for retail investors.

And, as temperatures get hotter across the country, we look at one surprising beneficiary of the heat wave.

Tech’s Turning Tide, Ret(AI)l Margins, Strike on Snacks 6/24/24 Jun 24, 2024

Tech is today’s biggest laggard with chip stocks leading the declines. We’ll look at whether the “tech tide” is turning and where to put your money to work. Plus, we’ll get the retail names that Morgan Stanley says will benefit the most from broader AI adoption. And Bank of America is highlighting a buyer’s strike on salty snacks. The analyst behind that call joins us with the companies losing share and the names that will benefit the most.

What the Tech?, New Market Opportunities, Ryan Serhant Live 6/21/24 Jun 21, 2024

Nvidia moving lower once again and our options trader says red flags have been popping up in the entire tech trade. Plus, Kyle Bass joins us to weigh in on current market leadership and where he’s seeing opportunities right now. And real estate power broker Ryan Serhant is in-studio ahead of the launch of his new Netflix show, “Owning Manhattan,” with the trends he’s seeing in the NYC luxury real estate market.

Too High for Too Long?, The Big Squeeze, AI Adoption on Main Street 6/20/24 Jun 20, 2024

The risks for the economy are rising, and something could break if the Fed doesn’t act soon, according to Moody’s economist Mark Zandi. Plus, Nvidia may be the new market cap king, but it’s also become the subject of increased attention from short sellers. And AI has become a Wall Street darling, but how is Main Street adapting? We have exclusive data from CNBC’s Tech Executive Council.

Slowdown on the Way, La-Z-Boy CEO on Big Beat, Homebuilders on the Range 6/18/24 Jun 18, 2024

Our economist says the consumer is on the cusp of a significant slowdown, and that could mean big changes for the Fed’s rate cut timeline. Plus, La-Z-Boy shares are soaring to their highest level since 2021 and best day in 7 years. We’ll ask the CEO what’s driving demand. And Lennar is lower despite an earnings beat, but our analyst says that presents a big buying opportunity.

Bonds & Equities Diverge, Accor CEO on Travel Trends, 3 Buys & A Bail: Stock Splits 6/17/24 Jun 17, 2024

The growing divergence between corporate bonds and equities could signal two things, according to our market guest, and neither of them is particularly good. Plus, investors are starting to question travel stock multiples as prices begin to crack. We’ll check in with the CEO of one of the largest global hotel brands. And we’re tackling stock splits in 3 Buys & A Bail with KKM’s Jeff Kilburg.

Bifurcation Situation, Value Hunting & Lease on Losses? 6/14/24 Jun 14, 2024

The Fed’s Loretta Mester says it’s important not to wait too long to cut rates, but one of our guests says the bifurcation she’s seeing in the economy all but guarantees we’ll be higher for longer. She’s here to make her case. Plus, investors dumped value and bought growth stocks last week, but our market guest is sticking with the value trade. He brings three names he says are well-positioned to pay dividends literally, and figuratively, from here. And from buydowns to rebates the EV winter has pushed suppliers to offer heavy incentives to stoke demand. But Barclays says it may have gone too far. The analyst joins us with the story and the trades.

Fed Falling Behind?, Warning Sign to OpenAI?, Musk’s Massive Pay Package 6/13/24 Jun 13, 2024

The latest economic data suggests the Fed may be falling behind, but is today’s data more noise than signal? We’ll debate. Plus, Slow Ventures’ Sam Lessin says Apple’s WWDC showed it was being smart about AI and came with a serious warning to OpenAI. He’ll join us to explain. And as shareholders vote on whether Elon Musk’s pay package should get approved, we’ll speak with one shareholder who voted yes.

Fed Decision Countdown, Paramount’s Playbook, AI & Advertising 6/12/24 Jun 12, 2024

We’re counting down the Fed decision with what to expect from the committee and what to listen for during Powell’s press conference. Plus, Paramount’s controlling shareholder Shari Redstone shocked the business world by terminating merger talks with Skydance. Needham’s Laura Martin joins us to discuss what’s next for the company. And ad firm MNTN is unveiling a new AI-powered platform for advertisers. We’ll look at how it works, and whether it can alter the media landscape.

From the Desk of Kelly Evans: The Anti-Gutenberg moment 6/11/24 Jun 11, 2024

Kelly explains why Apple’s AI offering was a game-changing moment for the company – and maybe the whole world, too.

Mixed Signals, Record Highs, Cybersecurity Concerns 6/11/24 Jun 11, 2024

Recession probabilities are at their lowest level in over two years, but one part of the labor market suggests otherwise. Plus, markets may be hitting all-time highs, but our market guest says there’s a handful of stocks that were punished on earnings and are worth picking up. And Apple shares are at a new all-time high on the heels of this year’s WWDC, but are Elon Musk’s concerns about security warranted? We’ll ask one cybersecurity expert.

Apple’s WWDC Kicks Off, Europe’s Future in Flux, Regional Bank Turmoil 6/10/24 Jun 10, 2024

Apple’s highly anticipated developers conference is kicking off with investors eagerly anticipating the company’s AI announcements. We’ll bring you all the headlines live from Cupertino, California. Plus, Europe’s future is in flux after far-right parties made major gains during this weekend’s EU Parliament elections, leading French President Macron to call for a snap national election. And a number of regional banks are joining a downgrade watch list from Moody’s. We’ll ask the person behind the call what they can do to reduce their risk.

From the Desk of Kelly Evans: "Boring" Kitty 6/10/24 Jun 10, 2024

Kelly explains why the market seemed unimpressed by the “Roaring Kitty” livestream.

The Exchange 6/7/24 Jun 07, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

The Exchange 06/06/24 Jun 06, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Timing the Cuts, Recession-Proof Business Model?, Suburban Surge 6/5/24 Jun 05, 2024

The synchronized global rate cuts seem to be starting, but will the Fed end up quickly following suit, or will high inflation keep Powell & Co. on the sidelines? Plus, travel stocks tend to be among the hardest-hit names during a downturn, but Travel + Leisure’s CEO calls their business model recession-proof and joins us to make his case. And Sweetgreen shares have tripled YTD as the company invests in automation and suburbanization. We’ll ask the CEO what’s driving growth and what’s next for the company.

Flashing Slowdown Signals, Roaring Kitty’s Options, Hot Solar Stocks 6/4/24 Jun 04, 2024

We’re counting down to Friday’s big jobs report with a look at the warning signs in the market. Our guest is still bullish in the short-term and joins us with where he’s finding opportunities. Plus, “Roaring Kitty” trader Keith Gill seems to have posted his Gamestop holdings on Reddit, but can he cash in without attracting regulatory scrutiny? And First Solar shares surged after one analyst called it an under-appreciated beneficiary of AI. He joins us to explain his call.

Overseas Opportunities, Changing Consumer, 3 Buys & A Bail: Sector Leaders 6/3/24 Jun 03, 2024

India’s stock market hitting a record high, while the EWW Mexico ETF is hitting a 4-year low. We’ll look at what’s driving these moves and where to find the best overseas opportunities. Plus, Costco is touching a record high after some choppy trading last week, and Wall Street is getting even more bullish. We’ll speak with one analyst who just raised her price target and says it can withstand any macroeconomic environment. And in 3 Buys & A Bail, Jeff Killburg is trading AMD, Duke Energy, Exxon Mobil, and Starbucks.

Fed’s Path Forward, Fast Food Wars, Calculating Earnings Commentary 5/31/24 May 31, 2024

We debate whether it’s a mistake for the Fed to keep a rate hike on the table after today’s PCE reading. Plus, the relative cost gap between dining in and dining out is at a record high, but our analyst says that benefits one staples stock in his coverage universe. And with earnings season nearly over, we’ll look at how one company is leveraging AI to make earnings trends and data more accessible to investors.

Salesforce’s Surprise Miss, Home Sales Disappoint, Earning Exchange: COST, DELL, MDB 5/30/24 May 30, 2024

Salesforce plunging 20% after its first revenue miss since 2006, but is it just AI growing pains or is AI killing SAAS? Plus, pending home sales dropping to a 4-year low, but it’s not all bad news. Morgan Stanley has two names that benefit from a housing shortage and affordability crisis. And Costco, Dell, and MongoDB are on deck with results. Nancy Tengler joins us with the trade on all three and her take on the markets.

Nvidia: Bargain or Beware?, Rate Cut Doubts, Health of Housing 5/29/24 May 29, 2024

Nvidia is on a tear, but if you think you’ve missed the rally, there’s one key metric that suggests there’s more room to run. Plus, as yields rise, so do doubts about a rate cut, but our market guest says it doesn’t matter and will tell us where he’s seeing opportunities. And J.P. Morgan is out with a new report suggesting we could see more movement in the housing market soon. We’ll tell you why, and who’s buying.

“No Cuts, No Problem”, Next Stop: Splitsville, AI Risks vs. Rewards 5/28/24 May 28, 2024

Our strategist says the Fed holding rates higher for longer makes him more bullish on near-term stock prices. He’ll tell us why and give us two names he likes outside of tech. Plus, is the uptick in stock splits a positive sign for the market? We’ll look at how these names typically perform after the split and which companies could be next. And our mystery stock of the day is getting an upgrade, sending shares up 9%. We’ll reveal it and hear from the analyst who says the AI rewards outweigh the risks.

Sell-off Bounceback, Duke Energy CEO, 3 Buys & A Bail: Under-the-Radar 5/24/24 May 24, 2024

Was yesterday’s market sell-off a blip or the start of something bigger? We’ll look at how to position your portfolio. Plus, one of the biggest utilities in the country wants the highest electricity users to pay their fair share. We’re joined by the CEO of Duke Energy with what that would look like, and how they’re preparing for a surge in power demand. And don’t miss a special 3 Buys & A Bail “under the radar” edition with KKM’s Jeff Kilburg.

July Cut?, Nvidia Halo, Zyn Rewards 5/23/24 May 23, 2024

The market sees the first cut in September, but our economist says you don’t have to wait that long – it’s going to be July. We’ll ask what makes him so confident. Plus, no signs of an AI slowdown. Nvidia crushing it once again, with data center growth up more than 400% from last year. And that’s good news for this company. Nvidia and all the big tech giants are clients. The CEO joins us live ahead. And there are Zyn-fluencers and now there’s a Zyn rewards program. We look at the explosive growth of the tobacco-free nicotine pouches, how Philip Morris International is capitalizing on it, and how much upside our analyst sees for the stock because of it.

Where to Find Value, Nvidia Earnings & A(I) + Opportunity 5/22/24 May 22, 2024

We didn’t get a recession, but the market’s behaving as though we just came out of one. That’s how our market guest sees it – and he sees opportunity because of it. He’s here to make his case and brings three names he likes from here. Plus, here comes Nvidia. Our trader is watching for a specific level, and she’s prepared to make a move. She’ll tell us what she expects that move to be today. And with Microsoft’s backing, Khan Academy is bringing its AI tutors to teachers across the country for free. Sal Kahn is here, fresh off the stage at Microsoft Build, to tell us how they’ll be using it, and why it will make a big difference in the classroom.

Microsoft Build & Fed’s Christopher Waller 5/21/24 May 21, 2024

Microsoft’s developer conference is underway with CEO Satya Nadella giving the keynote speech right now. We’ll continue to bring you all the latest headlines from that event as we get them. Plus, the tech-heavy Nasdaq hanging near the flat line after hitting a record high in yesterday’s session. We’re on record close watch for both the Nasdaq and the S&P 500. The Dow meanwhile, is on pace for a second positive day in three. This comes as we’ve heard from five Fed officials so far today, all conveying the same message: the path to 2% will be longer than expected, and bumpy. The first cut is expected to come in September. Let’s see if that changes after our first and exclusive interview with Fed Governor Christopher Waller.

Case to Raise?, Risky Business, China Auto Threat 5/20/24 May 20, 2024

The consumer is doing just fine, even on the low-end. Two of our guests are making that point today. One of them says they’re taking cuts off the table until at least December, while the other says there’s even a case to be made to raises – not cut – this year. Both are here to explain and tell us how they’re positioning from here. Plus, the “Black Swan” is here to talk AI, Bitcoin, Middle East turmoil, and where he’s seeing the biggest risks. Nassim Taleb join us live to tell us how you can position to protect yourself – and even profit from it. And Wells Fargo says China’s rise to dominate the global EV market is not all bad news for U.S. auto stocks. We’ll reveal the one name that may even benefit from it.

Market Momentum, D(AI)ta Dash, 3 Buys & a Bail 5/17/24 May 17, 2024

Does the rally have room to run? Our market guest says yes, and for one specific reason. She’s here to make her case, and bring one name she’s especially bullish on. I’ll give you a hint – she buys her gas and her champagne there. Plus, OpenAI partnering with Reddit is just the latest example of AI companies racing to secure access to data. And they may be knocking on this company’s door too. We’ll bring you the name, and the man lending AI efforts there.

Milestone Momentum?, Cranking or Cracking?, & Killer or Catalyst? 5/16/24 May 16, 2024

milestone moment. The Dow just hit 40,000 for the first time ever, but can the bulls keep the momentum going? Our market guest has concerns about the strength of the economy and the consumer. He’s here with what makes him worry, and what he’s buying against this backdrop. Plus, speaking of the consumer, one of our guests is hoping to attract a particular kind. We’ll tell you who, how, and why they’re on this year’s Disruptor 50 list. And speaking of disruption, is ChatGPT’s latest tech a killer or catalyst for language learning companies? The CEO of Duolingo isn’t worried, he’s welcoming it with open arms.

Hitting Record Highs, Health of Housing, Getting AI-gressive 5/15/24 May 15, 2024

Stocks are surging after inflation cooled a bit last month. We’ll look at what that means for the Fed’s next move. Plus, lower yields are boosting homebuilders today, but new data shows demand could be slowing and we could be nearing an inflection point. And now that Google’s announced an AI assistant and search overhaul, what do all the big tech moves mean for advertisers and publishers?

From the Desk of Kelly Evans: The stock market has done even better than you think 5/15/24 May 15, 2024

Kelly explains how many investors have done better over time than they realize.

Google’s Big Event, Meme Stocks Return, Travel Spending Boom 5/14/24 May 14, 2024

Google’s annual developers conference is kicking off with some big announcements on the company’s AI initiatives. We’ll bring you the headlines and break down what they mean for the AI race. Plus, meme stocks are back in the spotlight, and we’ve got the charts, the chatter, and the trade on the latest stock market craze. And Mastercard’s new numbers show consumers spending big on travel. We’ll break down the data with Mastercard’s chief economist, Michelle Meyer.

From the Desk of Kelly Evans: Why is the Fed so itchy to cut? 5/14/24 May 14, 2024

Kelly explains why the Fed’s battle against inflation is far from over.

Rebound or Real?, AI Arms Race, Finding Healthy Returns 5/13/24 May 13, 2024

Roaring Kitty and the meme trade are back, along with the rising risk of stagflation. We’ll look at how to position, and how to diagnose the health of this market rally. Plus, Apple, Google, and Microsoft are gearing up for their developer conferences. But OpenAI is front running all of them with today’s spring update. We have the headlines and the implications of a potential landmark deal with Apple. And despite big gains from GLP-1 makers, health care is underperforming the broader market this year, and our market guest has three value names in the space.

What the Tech?, The Key Catalyst, & Weathering Choppy Waters 5/10/24 May 10, 2024

Is the IPO reopening real? Is Google’s AI strategy hinging on man? And speaking of AI, we’ve been waiting on something big from Apple, and they “crushed it,” but not in a good way. We’ll talk about all of that with Slow Venture’s Sam Lessin. Plus, the Dow is on track for eight straight days of gains. Our market guest says those gains can keep going, as long as one thing happens. He’ll tell us what it is and what he’s buying. And, in choppy waters. That’s how the CEO behind this name describes the consumer. He also says his company is well-positioned to weather it. The stock is up 17% just this week. He joins us ahead.

Consumer Cracking or Cranking?, Beyond Meat CEO Exclusive, Gen Z’s Trade School Boom 5/9/24 May 09, 2024

Corporate America is giving mixed signals on the consumer. We’ll round up the latest company commentary and speak with Lidl’s US CEO about what he’s seeing on the food inflation front. Plus, Beyond Meat’s CEO joins us for his first live TV interview since the depths of the pandemic. We’ll wrap up the company’s disappointing quarterly results and look ahead to what’s next. And Gen Z is increasingly choosing trade schools over traditional 4-year colleges. We’ll speak with the CEO of one publicly traded company that’s benefitting from that boom.

Rate Cut La-La Land, Once-in-a-Lifetime Opportunity, Time to Trim Nvidia? 5/8/24 May 08, 2024

Jefferies’ David Zervos says traders are living in rate cut la-la land and joins Kelly to make his case. Plus, office loan defaults are nearing historic levels, and the Empire State Building’s landlord says that’s creating a once-in-a-lifetime buying opportunity. And the likes of Stanley Druckenmiller are starting to trim Nvidia –should you? We’ll ask one of the biggest bulls on Wall Street.

Fed “Fumble”, Disney Disappointment, and iPad Promises 5/7/24 May 07, 2024

Stanley Druckenmiller says rate cuts should be entirely off the table and that the Fed fumbled the football on the 5-yard line with the game on the line. We’ll look at the path forward for the Fed. Plus, Disney nearly broke even on streaming, but missed revenue estimates for a fourth consecutive quarter. We’ll ask Oscar-winner Brian Grazer about the future of Hollywood. And Apple unveiling its first iPads since 2022, but today’s news is only an appetizer for next month’s big event.

Buffett’s Cash Conundrum, Sticking with Starbucks, Earnings Exchange: DIS, SPG, LCID 5/6/24 May 06, 2024

This year’s “Woodstock for Capitalists” is in the books, and we’ve got one Berkshire shareholder to weigh in on Buffett’s latest moves. Plus, former Starbucks CEO Howard Schultz says Starbucks needs to fix its stores to win back customers, but Bank of America is sticking with its buy rating on the stock and joins us to make her case. And, we’re tackling Disney, Simon Property Group and Lucid in Earnings Exchange.

Rate Cut Timeline, Apple’s Core Issue, 3 Buys & A Bail: Boomerang CEOs 5/3/24 May 03, 2024

A weaker-than-expected jobs report following a more dovish-than-expected Powell this week... did it just change the rate cut timeline for the Fed? Plus, there was one thing overshadowed in Apple’s blowout earnings report that has Needham’s Laura Martin worried. We’ll ask her what it is and what Apple can do to alleviate her concerns. And Starbucks, Disney, Block and Under Armour have all been helmed by boomerang CEOs, but has that helped or hurt the companies? We’ll ask our trader in 3 Buys & A Bail.

Less Hawkish Than Feared, No Labor Pains, Earnings Exchange: AAPL, HSY, NET 5/2/24 May 02, 2024

We’ll break down Fed Chair Powell’s message to the markets and tell you how to position from here. Plus, freelance job platform Upwork is moving higher on earnings and strong guidance. We’ll speak with the CEO about the labor trends she’s seeing. And Apple headlines today’s earnings after the bell, but we’ll also get the action, the story, and the trade on Hershey and Cloudflare in Earnings Exchange.

Fed Decision Countdown, Taylormade CEO on Tiger Woods, Earnings Exchange: Insurers, Zillow, DoorDash 5/1/24 May 01, 2024

60 minutes until the Fed’s latest decision on interest rates. We’ll tell you how to position and what to expect for today and the rest of the year. Plus, Taylormade is taking a big swing at athleisure with Tiger Woods’ new line. We’ll speak to the CEO about that partnership, the state of golf, and a potential IPO. And we’re tackling the consumer, inflation, and housing in today’s Earnings Exchange.

A Hawkish Surprise, Amazon Earnings on Deck, Cloud Competition Heats Up 4/30/24 Apr 30, 2024

24 hours until the Fed’s next decision on interest rates and one of our next guests says we could in for a hawkish surprise. She’ll tell us what she means by that and how to position. Plus, Amazon’s earnings expectations are sky-high, but one portfolio manager says the company’s firing on all cylinders and joins us to make his bullish case. And our mystery cloud stock of the day is hitting an all-time high on the back of an earnings beat. The CEO joins us exclusively with what’s driving the results.

“Embrace Higher Rates” & Key Catalysts? 4/29/24 Apr 29, 2024

As we count down to the Fed’s decision on interest rates this week, our market guest says don’t fear high rates, embrace them! He tells us why, and what he’s buying against this backdrop – including one name that’s out of character for him. Plus, Elon Musk makes a surprise visit to China as Tesla clears a major hurdle in that market. Is this the catalyst that could turn things around for the beaten-down EV maker? We’ll discuss. Plus, this name offers a unique way to trade the GLP-1 diet drug craze, but the company’s product spans across various sectors. The CEO joins us exclusively ahead.

The Exchange 4/26/24 Apr 26, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Not as bad as it seems? 4/25/24 Apr 25, 2024

A GDP surprise, and not a good one! The economy is slowing but inflation is stubborn, yields are spiking, and stocks are sinking. But two of our guests say it's not as bad as it seems. They’re here to tell us why, and where they see opportunity in this market. Plus, Meta is down big amid weak revenue guidance and big AI spending plans. Did that report just set the tone for Alphabet? We'll talk about that, and look at the names that are set to benefit from Meta's AI capex commitment. And there's one stock defying the selloff today. It's up 6% right now, and up 600% in a year. Yesterday, one of our guests called it a top pick. So we invited the CEO on. He joins us for an exclusive interview ahead.

“Great Opportunities,” Boeing Latest & Earnings Exchange 4/24/24 Apr 24, 2024

The bull market has room to run, and the recent volatility has presented great opportunity. That’s according to one of our guests. He’s here with what makes him optimistic, and the three names he likes right now. Plus, Boeing’s loss may have been smaller than expected, but it was an ugly quarter. We have the latest on earnings, the CEO search, and how quality control issues are being handled. And, there more names on deck to report including a big one, Meta. We have the action, the story, and the trade into the print.

The Case for a July Cut & What Buyers Want 4/23/24 Apr 23, 2024

: Stocks higher, yields lower as investors digest mixed economic data. Business activity in April grew at the slowest pace so far this year, while new orders fell for the first time in almost four years. But manufacturing input costs hit a one-year high and services demand remains strong. So what does all this mean for the Fed? Our economist makes the case for a July cut. Meanwhile, new home sales notched their highest reading since September, as builders pull back on prices and offer incentives to offset higher rates. We’ll talk to the CEO of real estate developer Howard Hughes Holdings about the demand trends he’s seeing.

Buy the Dips?, Dented But Not Deterred, 3 Buys & a Maybe 4/22/24 Apr 22, 2024

There’s GDP, PCE, and big tech earnings. It could be a market-moving week. If there’s a pullback, our market guest says ‘buy.’ He’ll tell us why and where he’s looking for opportunity. Plus, speaking of pullbacks, some of semi names are in a bear market, but our analyst sees strength ahead, and soon. He’ll tell us when, why, and what names he sees best positioned across the chips universe from here. And on this Earth Day, a special Three Buys and a ‘Maybe’ ESG edition. The acronym may be divisive, but the returns our guest sees for these names may make you a buyer.

Big Week Ahead, Sub-stantive Concern?, Top Airline Analyst on Earnings 4/19/24 Apr 19, 2024

Geopolitics, earnings, and economic data on deck next week could make or break the Fed’s hawkish tilt. We’ll look at what to watch and where to find value. Plus, Netflix shares plunging after saying it’ll stop reporting subscriber numbers. We’ll tell you whether investors should be worried. And airlines earnings are off to a strong start, but there’s a bifurcation in that trade, and Wall Street’s top airlines analyst is here with what it is.

No Cuts, No Problem?, Buy Now, Pain Later? & Supply Chain Winners 4/17/24 Apr 17, 2024

Has the Fed’s base case shifted from “later cuts” to “no cuts this year?” Our market guest says it doesn’t matter. He sees stocks going higher regardless. He’ll tell us why, and the one scenario that could change it. Plus, credit card debt stands at a record high. At the same time, using buy now pay later to fund purchases remains popular. Klarna has its finger on both of these trends, and the CEO is here with what he’s seeing. And, a push to on-or near-shoring supply chains is making one sector increasingly attractive. We’ll tell you which one, and the names that stand to benefit the most.

Catalysts & Concerns, REITs & Risks, Rates & Housing 4/16/24 Apr 16, 2024

The bond market is keeping stock gains in check as we prepare to hear from Fed Chair Powell this hour. We’ll bring you the headlines and reaction from BNY Mellon’s CEO. Plus, the winners and losers ahead of REIT earnings as office vacancy rates hit a 20-year high. And housing starts just posted the biggest drop in 4 years, but one name is better-insulated from high rates, according to our analyst.

Examining Geopolitical Risks and the Market Impact 4/15/24 Apr 15, 2024

Stocks sink after Israel vows to retaliate against Iran following its missile attack over the weekend. We discuss the ramifications across energy and defense and what it means for US foreign policy. Plus, Netflix kicks off big tech earnings later this week. Morgan Stanley’s Ben Swinburne joins with the key numbers to watch and why he sees $1000/share in the not-too-distant future.

Tracking the Sell-off, The VC View, Box CEO Aaron Levie 4/12/24 Apr 12, 2024

We’re tracking the market sell-off to end the week, but our market guest says investors need to be selective to avoid a lost decade of gains ahead. Plus, venture capitalist and “Shark Tank” guest judge Matt Higgins joins us with where he sees the most risk and opportunity in the VC landscape right now. And Box CEO Aaron Levie is here to weigh in on the debate of whether AI will cut or create jobs.

Adam Neumann Exclusive, Underestimating Apple?, Great Setup for Markets 4/11/24 Apr 11, 2024

WeWork co-founder Adam Neumann is unveiling his new venture and spoke exclusively to our Deirdre Bosa about that and his bid to buy back WeWork. Plus, Bank of America says the Street is underestimating Apple’s pricing power ahead of its results and joins us to make his case. And the market is fixated on the macro, but that’s a good thing according to our market guest who says the setup into earnings couldn’t be better.

Sticky Inflation Situation, Nvidia Defying Gravity?, Google’s Chip Shot 4/10/24 Apr 10, 2024

March’s CPI number came in hotter than expected, hurting the probability for a June rate cut, but our market guest sees a lot of opportunities in both stocks and bonds. Plus, Nvidia’s defying gravity according to our trader. He’ll tell us how to position. And Google is unveiling a new chip and calling out the competition. We spoke exclusively with the Google Cloud CEO and bring you the highlights.

Beyond Mega Caps, Banking on Tech, Travel Trade Exclusive 4/9/24 Apr 09, 2024

Satori Fund’s Dan Niles brings us the three names he would kick out of the Mag 7, and the areas where he’s looking beyond big cap tech. Plus, we’ll check in with one banking veteran ahead of the financials kicking off earnings season. And inflation is not slowing down Norwegian Cruise Lines as the company places its largest ship order ever. We’ll speak with the CEO on the heels of that massive investment.

Fed’s Hawk Talk, Yellen in China, Solar Eclipse Countdown 4/8/24 Apr 08, 2024

The Fed has been unusually unanimous over the past several years, but we’re starting to see some divisions when it comes to cutting rates. Plus, Treasury Secretary Janet Yellen sat down exclusively with our Sara Eisen in China. We’ll bring you the highlights. And we’re counting down to the 2024 solar eclipse with a live report from Burlington, Vermont, and renowned theoretical physicist and author Brian Greene.

Stronger (Jobs Market) For Longer?, Retail Bargain Buy, Miami’s Billionaire Buyers 4/5/24 Apr 05, 2024

Another strong job report is leading our economist to change her rate cut forecast. She joins us to make her case and tell us what she expects from the Fed going forward. Plus, a check on the consumer, including one name where our analyst sees a 26% rally. And “higher for longer” is not an issue for the ultra-rich. We’ll tell you who’s scooping up properties in Miami and talk to one of the power brokers behind some of the deals.

The Jobs Juggle, Disney’s Next Move, Rare VC Titan Interview 4/4/24 Apr 04, 2024

What happens if tomorrow’s key jobs number misses consensus in either direction? We’ll look at the dueling scenarios. Plus, Disney notching a win against Trian’s Nelson Peltz, but the fight is far from over. And a rare interview with Founders Fund Partner Trae Stephens on the state of VC funding, AI, and much more.

Disney’s Boardroom Battle, Einhorn’s Best Idea, Fed’s Path Forward 4/3/24 Apr 03, 2024

Disney’s shareholder meeting is underway. We’ll bring you the result of its proxy battle and what it means for the future of the company. Plus, we’re live at the Sohn Conference for David Einhorn’s best investing idea. And the Fed chair Powell continues to push back the timeline for rate cuts. We’ll look at the fallout for the economy.

Markets & Metals, Fed Positioning, Tesla’s Rare Drop 4/2/24 Apr 02, 2024

Stocks are under pressure as yields climb and gold hits an all-time high. Plus, SF Fed President Mary Daly is preparing to speak this hour as the market comes to terms with fewer rate cuts. We’ll look at how to position for higher-for-longer rates. And Tesla shares falling after deliveries fell below even the lowest analyst estimate.

Timing the Fed’s Cuts, Blip or Bottom?, Retail Pains & Gains 4/1/24 Apr 01, 2024

Stocks are falling and yields are climbing in the first trading day after the Fed’s key inflation read showed prices moderated in February. We’ll look at whether three rate cuts are still on the table for 2024. Plus, manufacturing in China finally grew for the first time in five months. Is it a blip or have the Chinese markets finally hit a bottom? And Macy’s pain could be its competitors’ gain... We’ll look at the brands that will benefit the most.

Sam Bankman-Fried Sentencing, AI Underdogs, Around the Word: Europe 3/28/24 Mar 28, 2024

Disgraced former FTX CEO Sam Bankman-Fried gets hit with a 25-year sentence. We’ve got color from the courtroom and one attorney’s analysis of the “paradox” case. Plus, the AI underdogs are on the verge of an opportunity our analyst says he hasn’t seen in a decade. And we’ll go around the world once more in a special Europe edition of 3 Buys & a Bail.

Emerging Opportunities, Banking on AI, & AI Power Trades 3/27/24 Mar 27, 2024

Veteran investor Mark Mobius says India is on top. He's here with where he's seeing the biggest opportunities, and the names to buy to take advantage of it. Plus, AI and the banks. Top banking analyst Mike Mayo says there's one clear winner. He's here to tell us who it is, what makes it a standout, and how much upside he sees ahead. And powering AI will be a massive challenge, but there are four names well-positioned to lead the charge. The analyst behind that call is here to make his case.

Buoyed by Buybacks?, Around the World: Japan, Staples Slump 3/26/24 Mar 26, 2024

One of our market guests says we’re in a debt-fueled, buyback-driven rally that could extend the bull market for years to come. Plus, Japan’s stock market is hitting record highs but it’s not too late to get in, according to one portfolio manager. And one consumer staples stock is down 30% from its recent high, but one of our guests likes it and says now is the time to buy.

Hawkish Fed Risk?, Boeing Shake-up, Around the World: China 3/25/24 Mar 25, 2024

Is the market truly ready for a more hawkish Fed on the heels of Atlanta Fed President Bostic’s comments? We’ll talk about that and how to position. Plus, Boeing CEO Dave Calhoun is set to leave the company by year-end. And we’re going around the world this week to find opportunities, kicking things off with China and Kraneshares CIO Brendan Ahern.

“Not a Bubble, but Bubbly”, Caution Warren-ted?, Stealth Housing Play 3/22/24 Mar 22, 2024

One of our market guests says the market’s not a bubble, but it’s “bubbly.” He’ll tell us what he means by that. Plus, Tesla is down more than 30% to start the year, should you steer clear or buy the dip as Sen. Warren now calls for an investigation. And it’s been a big week for the builder stocks, but one analyst is calling out one retailer as a stealth housing buy. We’ll reveal it, ahead.

No Stopping the Rally?, Reddit IPO & Full Stream Ahead? 3/21/24 Mar 21, 2024

Wall Street is building on a record-setting run, and our market guest says it doesn’t matter when the Fed cuts – that run will continue. He’s here with what makes him so bullish. Plus, we are awaiting Reddit’s first trade. Bullpen Capital’s Duncan Davidson told us yesterday that if it prices at the top of the range, it could be set up for failure. Well, it did price at the top of it, at $34. Duncan is back with us. We’ll see what happens when the first trade crosses the tape. And two reasons why Netflix will continue to dominate the streaming wars. Our analyst tells us what they are and how much upside he sees ahead.

Countdown to Fed Decision, Reddit IPO Watch, Chipotle’s Big Split 3/20/24 Mar 20, 2024

Less than 60 minutes away from the Fed decision, we’ll look at how to position ahead of Powell’s press conference. Plus, Reddit is set to become the first major mainstream company to go public this year, but our guest says he wishes it wasn’t leading the way. And Chipotle shares briefly topped $3,000 after announcing one of the biggest stock splits in history. We’ll look at what’s behind the timing and what it could mean for the stock going forward.

Tech Safety Trade, Nvidia’s AI Revolution, Health of Housing 3/19/24 Mar 19, 2024

Abandon tech at your own peril, according to our market guest. He’ll join us with the two names to consider from here. Plus, Nvidia’s announcing an extended partnership with Databricks. We’ll speak with the CEO about that and the company’s potential IPO. And the CEO of Howard Hughes joins us on why he says the housing shortage will get worse before it gets better.

Don’t Chase the Crowd, Closing the AI Gap?, Homebuilder Sentiment Shift 3/18/24 Mar 18, 2024

Our market guest is avoiding the most crowded trades, and betting on what he calls “the most underrated methodology”. He’ll tell us the names he found and opportunities he sees. Plus, Apple is reportedly looking to license Google’s Gemini AI, but is that enough to put Apple back in the AI conversation? We’ll debate. And homebuilder sentiment is finally back in positive territory. We’ll speak with one player doing business in both space.

Inflation Front & Center, Massive NAR Settlement, Stick with Boeing? 3/15/24 Mar 15, 2024

Next week’s Fed meeting has big implications for investors for the rest of the year. We’ll tell you what could change and what it means for the market. Plus, the National Association of Realtors reaching a settlement that will change the real estate market as we know it. We’ll get the Redfin CEO’s first reaction. And Boeing’s on pace for its worst week since January’s infamous doorplug incident, but one Boeing shareholder tells us he’s sticking with the stock, and joins us to make his case.

Timing the Cuts, TikTok Takeover?, “Meat” Makeover 3/14/24 Mar 14, 2024

The market now sees the Fed’s first rate cut coming in June, but one former NY Fed analyst thinks that’s an overestimate. Plus, the so-called TikTok bill is on its way to the Senate as one billionaire floats a plan to buy the company if it becomes law. We’ll look at the social media landscape and impact on the 2024 election. And Impossible Foods is in the midst of a makeover as it hopes to attract more customers. The CEO joins us with what’s behind the strategy.

Higher For Longer… For Longer?, Cost of Energy Security, Next Social Media Threats 3/13/24 Mar 13, 2024

Stocks struggling to keep up yesterday’s momentum. We’ll get you up to speed ahead of tomorrow’s inflation and retail sales data. Plus, energy prices moving higher as Ukraine blows up a Russian refinery. Dan Yergin is here to weigh in on the return of energy security and its costs. And Congress is taking the first step toward a TikTok ban. We have what’s next and what it means for cybersecurity going forward.

Timing the Cut, Boeing’s Blues, Equal Pay Day 3/12/24 Mar 12, 2024

Today’s inflation print may be pushing Fed rate cuts even further out, with markets now pricing in just a 50% chance in June. We’ll look at how to position and get the results of the 10-year note auction. Plus, Boeing reportedly failed 33 out of 89 FAA product audits, and now the manufacturer’s woes are starting to hit the airlines’ bottom lines. And today is Equal Pay Day, marking the date that symbolizes how far into the year women must work to earn what their male peers earned in the previous year. We’ll look at the salary shortfall and what companies can do to help close the gap.

The Next Catalyst, Late Fee Limbo, Future of Media 3/11/24 Mar 11, 2024

With earnings in the rearview mirror, our market strategist brings some buys that coincide with what she thinks will be the next catalyst for the market. Plus, a new cap for credit card late fees, thanks to a new rule from the CFPB. We’ll speak with the director about why it’s a controversial topic for many. And serial entrepreneur Gary Vaynerchuk is here with former TikTok CEO Kevin Mayer to discuss their new media venture targeting children.

Don’t Trust the Rally?, America’s $775B Gap, Trade of the Union 3/8/24 Mar 08, 2024

Stocks are struggling to hold their initial gains following the stronger-than-expected jobs number, but Fundstrat’s Tom Lee is staying bullish on stocks and tells us where he’s seeing opportunities now. Plus, the latest unemployment rate may have ticked higher but the share of prime-aged women in the workforce climbed to nearly 78% and is hovering near a record high. We’ll look at what it’ll take to get more women into the workforce. And President Biden is calling on higher corporate taxes in his latest State of the Union address. We’ll get a traders take in today’s 3 Buys & a Bail.

Biden & Business, Cleveland Fed Pres. Mester Exclusive, Earnings Exchange: COST, AVGO, DOCU 3/7/24 Mar 07, 2024

President Biden is expected to go after the wealthy and corporations in his State of the Union address tonight. We’ll look at the challenges and potential impact for business and Wall Street. Plus, Fed Chair Powell is wrapping up his second day of testimony on Capitol Hill. We’ll speak exclusively with Cleveland Fed President Loretta Mester about the central bank’s path forward. And we’ll look at Costco, Broadcom, and Docusign ahead of their reports in Earnings Exchange.

Powell on Capitol Hill, NYCB Capital Infusion, Musk vs. OpenAI 3/6/24 Mar 06, 2024

The Fed’s not ready to start cutting rates, according to Chair Powell. We’ll break down his first day of testimony on Capitol Hill and what it means for investors. Plus, NYCB is plunging on reports the bank is seeking a major capital infusion. And OpenAI is firing back to Elon Musk’s lawsuit by publishing some of Musk’s emails that appear to contradict what he’s said recently about OpenAI.

Value Hunting, Trex CEO Exclusive, Earnings Exchange: CRWD, JWN, JD 3/5/24 Mar 05, 2024

Our market guest is rotating out of Nvidia and back into value, and has one name where he expects to see healthy returns. Plus, the Trex CEO joins us with his view of the housing market and how the deck manufacturer is benefitting from home renovation trends. And we’re talking shopping, cybersecurity, and the supply chain in Earnings Exchange before Nordstrom, CrowdStrike, and JD.com report.

Apple’s Penalty & Pivot, Real Estate Risks, and 3 Buys & A Bail: Retail Edition 3/4/24 Mar 04, 2024

The EU slapped Apple with a nearly $2B fine on the same day the tech titan changed its messaging around artificial intelligence. We’ll break down both stories and look at how to be positioned in the stock from here. Plus, could warehouses be the next shoe to drop in commercial real estate? Our analyst has the risks and opportunities in the sector. And as investors prepare for a big week of retail earnings, our trader has three buys and a bail in the space.

Riskey Business, Musk Sues OpenAI, 3 Buys & A Bail: Crypto Edition 3/1/24 Mar 01, 2024

New York Community Bank management described internal controls at the bank as ineffective. We’ll look at what went wrong and speak to the former chief risk officer at Discover. Plus, Elon Musk is suing OpenAI and Sam Altman, but our market guest says she’s ready to buy more Tesla shares on any perceived weakness. And we’ve got a crypto edition of 3 Buys & A Bail, following bitcoin’s monster rally this week.

Playing Offense, REIT Returns, The Long Game 2/29/24 Feb 29, 2024

Today’s key inflation data is still ahead of the Fed’s 2% target, but that’s not stopping our market guest from finding ways to play offense. Plus, from the housing shortage, to onshoring, and America’s aging demographic, our guest has one REIT trade investors can take advantage of. And we’ve got a rare exclusive interview with the CEO of Acushnet, the parent company of Titleist, about the business of golf, what’s driving demand, and the future of the sport amidst all the uncertainty with the PGA Tour and LIV Golf

Overlooked risk?, Weight-Loss Ripple Effects, Earnings Exchange: PARA, HPQ, BIRK 2/28/24 Feb 28, 2024

Our market guest says investors are paying too much attention to rate cuts and not enough to something else that could become a headwind for global markets. Plus, the CEO of Life Time joins us on the heels of an earnings beat with the company’s strategy amid the weight-loss drug boom. And we’re trading Paramount, HP, Inc., and Birkenstock in Earnings Exchange.

Goldilocks Growth Period?, Shutdown Showdown, Earnings Exchange: FSLR, LMND, SQSP 2/27/24 Feb 27, 2024

Our economist says the economy is setting up for a goldilocks growth period and joins us to make her case. Plus, the countdown to a partial government shutdown is back on, and it seems that time is the biggest hold up. We’ll speak to a Washington policy analyst to explain. And we’ve got the action, the story, and the trade for First Solar, Lemonade, and SquareSpace on today’s Earnings Exchange.

Stronger for Longer, Trio of Tech Trades, Earnings Exchange: LOW, ZM, WDAY 2/26/24 Feb 26, 2024

Economists are increasingly sure a recession can be avoided. We’ll look at what that means for the Fed’s rate cut timeline and the markets. Plus, Amazon is now part of the Dow Jones Industrial Average, and that’s one of the reasons our guest sees another 30% upside from here. And three more names on deck to report, including one our trader says has been left for dead by the market, but may still have some life left in it.

Next Leg of AI Rally, Long Live Live (Nation), Ukraine War: 2 Years Later 2/23/24 Feb 23, 2024

Stocks are treading water after a big run. Is the AI momentum finally starting to slow or just shift to different names? Plus, Live Nation getting a lift after yesterday’s strong earnings. We’ll speak to the CEO about the quarter and the year ahead. And tomorrow marks the 2-year anniversary of Russia’s invasion of Ukraine. We’ll talk to a panel of experts about the geopolitical landscape, the Biden Administration’s new sanctions, and the outlook for defense stocks.

AI Boom Buys, Read on Real Estate, Earnings Exchange: WBD, LYV, SQ 2/22/24 Feb 22, 2024

Nvidia proves AI can continue powering big gains and our market guest has some names he’s looking within the AI ecosystem. Plus, our housing guest has the setup for the spring selling season, and we’ll speak with the CEO whose company owns the Empire State Building. And we’re talking content, concerts, and cash in Earnings Exchange with Warner Bros. Discovery, Live Nation, and Block.

Intel CEO at Foundry Event, Nvidia Earnings on Deck, and Travel + Leisure Trends 2/21/24 Feb 21, 2024

We’ve got a First on CNBC interview with the CEO of Intel on the heels of their big Foundry Event. Plus, how do you trade Nvidia’s earnings ahead of the tech titan’s results? And the Travel + Leisure CEO joins us fresh off the company’s latest results with the travel trends he’s seeing to start the year.

Stronger for Longer, Serving Up Gains, Earnings Exchange: TOL, PANW, WING 2/20/24 Feb 20, 2024

What if the economy isn’t just avoiding a recession, but getting stronger instead? We’ll debate. Plus, one food stock just served up solid earnings and has been red hot, doubling off its recent low. Its CEO joins us to discuss. And our trader breaks down the narratives and numbers ahead of Toll Bros., Palo Alto Networks, and Wingstop.

To Cut or Not to Cut, How AI Regulation Could Impact a Credit Score, and 3 Buys and a Bail: International Edition 2/16/24 Feb 16, 2024

Inflation data coming in hot yet again, so what’s next for the Fed? Moody’s Mark Zandi wants four cuts, while Wells Fargo’s Mark Smith sees the possibility of NO rate cuts in 2024. FICO’s software leverages AI to determine a customer’s creditworthiness...but there could be big changes ahead as lawmakers hash out how to regulate that tech. The FICO CEO tells us what’s next. Plus, go around the world in today’s edition of 3 Buys and a Bail. Stephanie Link gives us the trades on India, Japan, Macao and China.

The American Consumer, Nvidia vs. Tesla, Earnings Exchange: COIN, ROKU, AMAT 2/15/24 Feb 15, 2024

Is the American consumer finally about to crack? Our market guest says there are still ways to make money in the U.S., bring some global plays as well. Plus, retail investors are selling Tesla and buying Nvidia, but one investor says that may be about to change. And we’ve got the action, the story, and the trade for Coinbase, Roku, and Applied Materials ahead of their results.

Worst-Case Scenario, Brokerage Battles, Charging Ahead 2/14/24 Feb 14, 2024

Will inflation resume its downward trend, or will the so-called “last mile” require a harder landing? We’ll debate. Plus, an exclusive interview with Robinhood CEO Vlad Tenev on the heels of the company’s surprise profit. And EV demand is slowing globally, but one company is looking to capitalize on that and its CEO joins us to explain how.

Timeline Turmoil, Bitcoin Flowmentum, Gig Economy Earnings On Deck 2/13/24 Feb 13, 2024

Stocks are plunging on today’s inflation read. We’ll look at the implications for the Fed and how to position from here. Plus, Grayscale’s global head of ETFs joins us with the latest read on their bitcoin products. And a trio of gig economy stocks set to report. We’ll look at the numbers and narratives to know.

Tough Earnings Setup, Super Bowl Winners & Losers, and Earnings Exchange 2/12/24 Feb 12, 2024

The consumer isn’t cracking yet, but one analyst says the setup for retail earnings is tough nonetheless. She joins us with the one group she says can keep the retail party going. Plus, a lot of brands spent big money during last night’s big game, but the biggest winner may have been those who spent the least. And we’re tackling three names in earnings exchange: Marriott, Vornado, and Waste Management.

Chip Value Pick, Spring Selling Surprise, 3 Buys & A Bail: Big Game Edition 2/9/24 Feb 09, 2024

It’s been a big week for chip stocks, and while one name in the group isn’t getting a lot of attention from Wall Street, our market guest loves it. Plus, “Million Dollar Listing New York” star Ryan Serhant is here to weigh in on the spring season for housing. And we’re talking streaming, snacking and spirits in 3 Buys & a Bail.

“The Magic’s Back”, Bargain Buys, Moment of “Zyn” 2/8/24 Feb 08, 2024

Needham is upgrading Disney to buy for the first time in five years. The analyst behind that call joins us with what’s behind the decision. Plus, the S&P is nearing a record but our guest is bargain hunting in the beaten-down parts of the market and brings us his favorite names. And Philip Morris’ fastest-growing, tobacco-free product is facing some criticism from Capitol Hill. We’ll speak to an analyst about what it means for the stock, and former FDA Commissioner Dr. Scott Gottlieb for the impact on consumers.

Hidden Risks in the Regional Banks, The AI Nine, Stream Dream Team - 2/7/24 Feb 07, 2024

Former Dallas Fed President Robert Kaplan is here with the risks he sees in the regional banks. Plus, Goldman Sachs says forget the Magnificent 7 and makes the case for owning the AI 9. And ESPN, Fox, and Warner Bros are teaming up to launch a sports streaming service, but is it too saturated to succeed? We’ll debate.

Silicon V(AI)lley, Earnings Midpoint Exchange, Market Momentum 2/6/24 Feb 06, 2024

VC Sam Lessin joins us amid more layoffs in tech with the themes he sees emerging in 2024. Plus, we’re halfway through earnings season and we’ve got three names on deck, including one that our trader says is a buy despite getting crushed since the pandemic. And our market guest says the stage is set for solid returns this year. He’ll tell us where he sees the most opportunities.

Bet on the Bulls?, AI & H2O, New Boeing Headwinds 2/5/24 Feb 05, 2024

More good news on the economy coupled with more pushback on premature rate cuts from Fed Chair Powell is putting investors in a tough spot. We’ll look at how to position. Plus, a unique way to play the AI gold rush, featuring a Top-10 company on CNBC’s Just 100 List. And there’s a new quality concern for Boeing involving its supplier Spirit AeroSystems.

Blowout Jobs Report, AI Lobbying Explodes, Activist Investing: 3 Bails & 2 Buys 2/2/24 Feb 02, 2024

If there was any hope left for a March rate cut by the Fed, today’s blockbuster jobs report put an end to that. We’ll look at what’s next and how to position. Plus, AI lobbying spiked in 2023 as companies look to influence the federal government’s upcoming guidelines. And with activist investor activity picking up, our trader tells you which stocks are a bail and the ones to pick up because of it.

Fed’s Timeline Turmoil, Mag 7 Becoming Terrific 3, and Big Oil, Clorox & Skechers 2/1/24 Feb 01, 2024

Goldman Sachs is revising its Fed rate cut forecast. Their chief U.S. economist is here with what’s behind the call. Plus, has the Magnificent 7 become the Terrific 3? One tech investor is going that way and tell us the names he’s sticking with. And the earnings parade rolls on with ExxonMobil, Chevron, Clorox and Skechers in Earnings Exchange.

Fed Decision Countdown, Rates & The Consumer, The Tech Factor 1/31/24 Jan 31, 2024

We’re in the final countdown for the Fed decision, and our panel disagrees on when the Fed will cut rates and why. Plus, the ripple effects from the Fed’s higher-for-longer mantra will remain with the consumer long after they begin cutting rates. We’ll tell you some of the trouble spots to watch, though there are plenty of red flags in the most recent round of earnings. That’s the subject of today’s Earnings Exchange.

Timing the Fed’s Cut, AI & Earnings, Social Media’s “Seatbelt Moment” 1/30/24 Jan 30, 2024

Consumer confidence is at its highest level in more than three years, but the labor market is flashing some caution signs. Former Pimco chief economist Paul McCulley will tell us when he expects the Fed’s first rate cut. Plus, we’re in the thick of earnings season with Alphabet and Microsoft earnings after the bell today. We’ll tell you what to expect. And social media CEOs could be in for a fiery hearing on Capitol Hill tomorrow. We’ll look at who’s taking the stand and who’s noticeably absent.

The Fed’s Timeline, N. Carolina Cutting Coverage, CRE & The Red Sea 1/29/24 Jan 29, 2024

The Fed isn’t expected to cut rates on Wednesday, but our market guest says that’s a big mistake. Plus, North Carolina’s state health plan will stop paying for obesity drug coverage, and that may be good news for one company. We’ll speak with the CEO about why. And Red Sea disruptions could drive demand for one area of the commercial real estate market. We’ll connect the dots and tell you which sector.

Intel Standing Pat, Inflation Situation, 3 Big Bails & a Surprise Buy 1/26/24 Jan 26, 2024

Intel plunging on weak guidance, but our market guest still believes in the company’s turnaround story. She’ll tell us why. Plus, we just got the last key data point on the economy ahead of next week’s Fed meeting. We’ll look at whether it’s enough to nudge the Fed toward an earlier cut. And it’s been a bad week for several high-profile names. Our trader is bailing on three of them and buying one she calls seriously cheap.

Alaska Airlines Earnings Exclusive, The Names Positioned for Gains, and Chips, Cards & Chinos 1/25/24 Jan 25, 2024

Alaska Airlines CEO Ben Minicucci joins us for an earnings exclusive fresh off those results. His thoughts on the Boeing Max 9 turmoil and the DOJ’s stance on Alaska’s deal with Hawaiian. Plus, our market guest sees one group of stocks set to outperform despite some warning signs on the horizon. And we’ll break down three names getting ready to report in Earnings Exchange.

Forgotten Stocks, Bitcoin ETF Flow Race, Small Bank Barometer 1/24/24 Jan 24, 2024

The so-called Magnificent 7 trade has created a lot of dislocation in the market, and our guest says that’s a good thing because it’s created a lot of opportunity. Plus, less than 2 weeks after the SEC approved spot bitcoin ETFs, there are two asset managers dominating the flow race. We’ll speak to one of them about that. And a small bank barometer with the CEOs of two regional players.

Room to Run?, Red Sea Retail Ripples, Netflix’s Ad-vantage 1/23/24 Jan 23, 2024

Stocks moving lower today, but our market guests both say the bulls have the upper hand. Plus, the U.S. expanding strikes in Yemen. We have the latest and a look at the retail group most exposed to Red Sea disruptions. And Netflix is on deck to report earnings. The company may have won the streaming wars, but what about the ad wars? Ad executive Mark Douglas will weigh in.

The Exchange 1/22/24 Jan 22, 2024

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

S&P 500 Record High, Big Tech’s Big Week, and Abodes Abroad 1/19/24 Jan 19, 2024

The S&P 500 just hit a record high, but our market guest says the U.S. is still the place to be for stocks. Plus, a second bullish call for Apple in as many days. Evercore’s analyst will join us with the one event that could be a catalyst for the stock. And the CEO of Sotheby’s International Realty sees Americans who are still buying overseas, and will tell us where.

MSCI Short Report, Contrarian Trades, The Deepfake Election 1/18/24 Jan 18, 2024

Spruce Point Capital founder Ben Axler joins us to defend his new short of MSCI. Plus, our market guest has three contrarian trades he says are poised to outperform. And 2024 is already being described by some as the year of the so-called “deepfake election”. We’ll look at what platforms and regulators are doing to defend our democracy.

Consumer Won’t Quit, China’s Car Threat, 2024 Deal Barometer 1/17/23 Jan 17, 2024

The latest retail sales data coming in stronger than expected and investors are not too happy about it. We’ll debate whether rates could remain higher for longer. Plus, Chinese cars are flooding the West, but are they a real threat to American automakers? We’ll get one view from Hong Kong. And EY is launching its first-ever deal barometer and the sector where they expect to see the most M&A activity in 2024 will surprise you.

Too Much Optimism?, 3 Buys & A Bail: Bank Edition, Home-Building Momentum 1/16/24 Jan 16, 2024

Bank of America’s survey shows overwhelming optimism for a soft landing, but Fed Gov. Waller says not so fast… We’ll look at how to position in this environment. Plus, bank earnings have felt like a gut punch according to our trader, but he’s still buying three and staying away from one. And the CEO of Taylor Morrison joins us with the pulse of the housing market.

Markets vs. The Fed, Red Sea Ripples & Powering G(ai)ns 1/12/24 Jan 12, 2024

Encouraging signs on the inflation front. The market now sees an 80% probability of a rate cut in March. But our market guest doesn’t see that happening. He’ll tell us the other places he’s seeing opportunity. Plus, geopolitical tensions are rising. Houthi forces now vowing to retaliate to last night's US-led coalition strikes in Yemen. So what happens next? We’ll ask former NATO Supreme Allied Commander, Admiral James Stavridis. And we're heading to the intersection of AI and real estate. We’ll tell you three ways investors can take advantage of –what our guest calls– massive opportunities ahead.

Timing the Cuts, Bitcoin ETFs, Rapid Rundown 1/11/24 Jan 11, 2024

CPI coming in hotter than expected, pushing stocks lower as a result. Could the first Fed rate cut come later than the market expected? Plus, Coinbase CEO Brian Armstrong calls the bitcoin ETF approval a great victory, but our guest predicts the company is in for a big reality check. And a rapid rundown with the RapidRatings CEO: the names on his radar that could be headed for financial trouble.

Boeing CEO Exclusive, Rate Cut Timeline, Election Year Boost? 01/10/24 Jan 10, 2024

Boeing CEO Dave Calhoun joins us exclusively for his first interview since a part blew off of a 737 Max 9 aircraft during an Alaska Airlines flight. Plus, our guests say the Fed’s rate cuts could come fast and furious if history is any indication. And stocks tend to outperform during an election year, but could the Fed and inflation play a unique role in this year’s campaign trail? Our guest looks at the factors in play.

2024 Playbook Pivot, Live from CES!, and Turnaround Ahead? 1/9/24 Jan 09, 2024

Stocks struggling to extend yesterday’s gains but our strategist has one unloved part of the market he says to buy. Plus, The Consumer Electronics Show in Las Vegas is underway, and we’ll hear from the CEOs of Siemens and L’Oreal about their latest endeavors. And Elliott Management is making a billion-dollar bet on one dating company. We’ve got the details and what it reveals about activist investing in 2024.

Investment Committee Disclosures

Trading the 2024 Election, Stealth Rate Cut Benefits, and Railroad CEO on Southern Border 1/8/24 Jan 08, 2024

Citi’s best and worst performing sectors before and after a Presidential election.

BMO says Fed cuts won’t be a tide that lifts all boats, especially in the retail sector. Their analyst reveals the particularly rate-sensitive names to buy now.

And the CEO of the largest railcar-maker in the US weighs in on the state of freight and the impact of southern border closures.

Cuts & Concerns, Equities Excitement, and 3 Buys & a Bail: Tech Earnings Edition 1/5/24 Jan 05, 2024

Wall Street still sees a 70% chance of a Fed rate cut in March, but KPMG’s Diane Swonk says no way and tells us why. Plus, stocks aren’t off to a great start this year, but our market guest is excited and sees plenty of opportunities ahead. And Danielle Shay joins us with three big tech names positioned for gains into earnings, and one surprising bail for investors.

Timeline Turmoil, Billion-Dollar Bet in SF, Hydration Hype 1/4/23 Jan 04, 2024

Is stronger-than-expected economic data throwing the Fed’s rate cut timeline into question? We’ll debate whether it’s bad news for all stocks or just the high-flyers. Plus, the promise of AI could help revitalize downtown San Francisco, and we’ll speak to one developer making a billion-dollar bet on the Golden City. And the Stanley cup craze sweeping the nation has hit Wall Street, leading one analyst to downgrade Yeti. He’ll join us to make his case.

Rate Expectations, Escalating Tensions, Tech Wreck? 01/03/23 Jan 03, 2024

Stocks falling again after the Nasdaq’s worst start to a year since 2016. Is weak economic data the culprit? We’ll look at what’s dragging the market lower. Plus, another cargo ship attacked in the Red Sea is leading investors to worry about retaliatory attacks and the fallout for energy prices and the global supply chain. And Microsoft is nearing Apple’s market cap for the first time in a couple of decades. Is tech in trouble or is leadership just shifting? Nancy Tengler and Mark Mahaney weigh in.

From the Desk of Kelly Evans: Remember "I" bonds? 1/2/24 Jan 02, 2024

Kelly explains the ins & outs of the fixed income market.

‘Higher for longer’ for longer?, Red Sea Tensions Rise, The Risks Ahead 01/02/24 Jan 02, 2024

Our strategist says “higher for longer” is still very much in play and rates could spoil the party in 2024. Plus, rising tensions in the Red Sea are pushing oil prices higher. We’ll ask Atlantic Council CEO Fred Kempe whether we’re on the brink of a multi-front war in the Middle East. And Barclays becomes the fourth firm with a bearish rating on Apple. We’ll tell you why, as the stock drags the whole tech sector lower today.

The Trade that Paid, Meta vs. Apple, and Three-V Buys & A Bail 12/29/23 Dec 29, 2023

Stick with tech in 2024, says our market guest, but not just any tech… She likes one name she’s been bullish on all year and is about to post its best year in two decades. Plus, 2024 could be the year the metaverse finally takes off! Apple is getting in the game and could change it for consumers. And a special EV edition of 3 Buys & A Bail to close out the year. We’ve got some under-the-radar names for investors to consider into the new year.

2024 Opportunities, Heart-y Gains, Vice City Real Estate 12/28/23 Dec 28, 2023

With stocks at or near record highs, our market guest says the gains can continue and is highlighting the parts of the market that he sees as undervalued. Plus, a blowout finish for biotech stocks to end the year – we’ll speak to one CEO whose company is coming off its best day ever thanks to the success of a heart disease drug. And our latest check on commercial real estate takes us down to Miami.

January Rate Cut, Pain & Opportunity, and In the Fast Lane 12/27/23 Dec 27, 2023

Don’t count out a January rate cut, according to one of our guests. He’ll tell us what has to happen for the Fed to pull the trigger, and what it means for the market rally if things don’t pan out that way. Plus, a trillion dollars in commercial real estate loans are set to mature by the end of next year. We’ll speak with one private credit player who says the motto for landlords is “Survive until 2025.” And Tesla’s seeing some real competition from Chinese EV maker BYD, and while shares are shrugging it off today, that may not last.

Triggering the Fed Pivot, Big Biotech Buyouts, and Top 2024 Tech Picks 12/26/23 Dec 26, 2023

We’ve got the results of the final 2-year note auction of the year and the one key data point our market guest says will finally trigger the Fed pivot. Plus, a pair of big biotech buyouts today, including one pharma giant striking its second multibillion-dollar deal in less than a week. We’ll look at whether more M&A is on the way. And with tech stocks on track to post their best year since the turn of the century, can they avoid a sharp correction after their massive run? We’ll debate.

The Tech Names ARK’s Cathie Wood is Buying Now, Two Percent is Too Late, and the Med Tech Stock with 36% Upside 12/22/23 Dec 22, 2023

ARK Invest’s Cathie Wood reveals the stock she’s adding back to her portfolio, along with a few other names she’s betting on for the long-term.

Economist Tom Porcelli tells us why Fed rate cuts are coming sooner than later…and why two percent is too late.

Plus, Insulet shares have climbed 35% since an upgrade at Jeffries. We’ve got the med tech name that analyst says is poised to run in 2024.

The Exchange 12/21/23 Dec 21, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Timing the Cuts, Office Opportunity? and Overseas Playbook 12/20/23 Dec 20, 2023

Rate cuts are coming – and they’re coming fast. That’s been the theme out of Wall Street so far this week, but one of our guests sees it differently. He’s not expecting a cut until the fourth quarter, but he does however see a significant slowdown ahead. Given what we just heard from FedEx, could he be right? He joins us to make his case. Plus, the office sector has been hit hard by higher rates, but one analyst says it’s also been given a rare opportunity. He joins us with what he means by that, and how you can take advantage of it. And positioning for the new year. Our markets guest is looking overseas for opportunities. She’ll tell us where and what she’s buying.

Recession Inevitable?, Pivot Positioning, and Coinbase CEO on Crypto 12/19/23 Dec 19, 2023

The toothpaste is out of the tube and a recession is coming, our economist says. She’ll make her case and look at the path forward for the Fed. Plus, how should investors position for a possible Fed pivot? Ariel Investments’ Charlie Bobrinskoy joins with his take on the value trade. And we’ll speak with Coinbase CEO Brian Armstrong about the recent crypto rally, the regulatory environment, and what a potential bitcoin ETF would mean for his company.

Premature Pivot, Cheap but Controversial, Fade These Trades 12/18/23 Dec 18, 2023

Goldman Sachs says rate cuts are coming, but Fed officials are pumping the brakes on that rhetoric. Jefferies chief market strategist David Zervos tells us why Fed Chair Powell needs to tread carefully from here. Plus, our market guest has two areas of this rally that he says are still cheap, though one of them is quite controversial. And Carter Worth joins us with the two trades he’s fading into the end of the year.

Catalysts Trump Concerns?, “Screaming Buys?” and Building Out Gains 12/15/23 Dec 15, 2023

It’s been a record-setting and head-spinning week for markets as the Dow hits new all-time highs. But this morning, New York Fed President John Williams warned not to get too carried away with rate cut hopes. We’ll ask our market guests what they make of his comments, and what the trade is from here. Plus, two screaming buys for 2024 that may surprise you – India and Bitcoin. One of our guests says they’re having more than just a moment. He’ll join us to make his case. And, if you’re worried you missed out on the homebuilder rally, one analyst says don’t fret – there’s more upside ahead. He’ll tell us just how much, and the two names he’s most bullish on.

Full Steam “A-Fed”, Short Signals, Real Estate Turning Point? 12/14/23 Dec 14, 2023

The Dow is at a record high, while the S&P and Nasdaq are at 52-week highs, but did the Fed actually give Wall Street the “all clear?” Our economist isn’t convinced. Plus, the most heavily shorted S&P stocks are also up double-digits this month, and one equity strategist says that’s a major warning sign for the market. And mortgage rates are back below 7 percent for the first time since May. We’ll look at whether we’re on the brink of a major turning point in real estate.

Countdown to the Fed Decision 12/13/23 Dec 13, 2023

One hour until the Fed’s decision on interest rates. What will the market be watching for from Chair Powell’s statement, and will stocks hit all-time highs as a result? We’ll get you ready for the decision and look at how to position.

Soft Layover, Building Out Gains, Healthy Holiday 12/12/23 Dec 12, 2023

24 hours until the Fed Decision, and one economist says we’re already in a soft landing. She’ll join us to make her case. Plus, builders have proven resilient amid a challenging housing backdrop. The CEO of Tri Pointe Homes joins us with his view on the industry heading into next year. And Morgan Stanley just wrapped up its big consumer and retail conference. The firm’s lead analyst is here to tell us how to position in retail.

Cut Timeline, Red(Stone) Alert, and Retail vs. Real Estate 12/11/23 Dec 11, 2023

This week’s big market-moving events should shed some light on when the Fed’s first rate cut could come. We’ll look at which data point you should be watching the closest. Plus, Shari Redstone reportedly in talks to sell a controlling stake of National Amusements. We’ll debate why now, and to whom. And Macy’s shares are surging on a buyout offer, but are the buyers more interested in the retail or real estate side of the business?

Goldilocks Jobs Report, Beating the Market, California Forever 12/8/23 Dec 08, 2023

If you thought today’s jobs number was good, there’s another key number that could be even more important for “soft landing” hopes. We’ll reveal it and dig into the data. Plus, we’ll speak with one money manager whose fund is beating 99% of its peers, and ask which names are helping her beat the market. And California is in the midst of a land grab with some of the biggest names in tech taking over the state’s central valley. We’ll tell you what they want to build and where the backlash is coming from.

Bond Voyage?, High-Flyer, Building on Gains? 12/7/23 Dec 07, 2023

Bond yields have plunged in recent weeks, but our market guest says not so fast and expects the 10-year to hit 5.5% next year. He’ll make his case and explain why he’s staying in the “no landing” camp on the economy. Plus, one airline supplier is nearing an all-time high, and is uniquely positioned to benefit from the travel rebound. The CEO joins us for an exclusive. And the Street’s #1 homebuilding analyst is out with his 2024 forecast, saying a very specific group of stocks is poised to outperform next year.

The Exchange 12/6/23 Dec 06, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Cut Timeline, Drugs & Bots, Rom-Com(merce) 12/5/23 Dec 05, 2023

The labor market is showing slack, but when will be enough for the Fed to start cutting rates? We’ll ask Nationwide’s chief economist. Plus, CVS is going to change the way it prices prescription drugs. CEO Karen Lynch joins us exclusively with the details. And Walmart is launching a shoppable show, calling it “Rom-Com-merce”, but will it actually draw viewers? We’ll debate.

What’s Driving the Rally?, Trillions to Tap, Kings of Retail 12/4/23 Dec 04, 2023

Gold is at all-time highs, bitcoin is at a 20-month high, but the “Magnificent 7” are underperforming. We’ll look at who’s really in the driver’s seat of this market rally. Plus, homeowners are sitting on trillions in equity, but it’s too costly to borrow…. for now. And Morgan Stanley says it’s Amazon and Walmart’s world, and we’re just living in it. The analyst joins us to make his case, and what it means for the retail landscape this holiday season.

Soft Landing at Risk?, Stream Team?, and 3 Buys & a Bail 12/1/23 Dec 01, 2023

Stocks are up and bond yields are down. The S&P 500 back to levels last seen in July after Fed Chair Jay Powell said "uncertainty over the economic outlook is unusually elevated," and signaled Fed officials are done hiking. Our market guest is still bullish but also wary of the headwinds, including the one we got today: U.S. Manufacturing is still shrinking, and by more than expected. We look at this tug-of-war in stocks between weak data and a dovish Fed. Plus, a stream dream team? Two rivals reportedly bundling up. We'll tell you who, and what it would mean for the rest of the streaming landscape and consumers. And a special 3 Buys & a Bail edition with Gina Sanchez. She brings three stocks she wants for Christmas and one lump of coal.

The Exchange 11/30/23 Nov 30, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

The Exchange 11/29/23 Nov 29, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Data Divergence, Spending Surge, Earnings Exchange: AI Edition 11/28/23 Nov 28, 2023

Consumer confidence is climbing for the first time in 4 months, but some other economic data suggests a “hard landing”. We’ll look at what’s driving the divergence. Plus, Cyber Monday spending surpassed Black Friday, giving a big boost to the Buy Now, Pay Later names. The analyst who upgraded Affirm will join us with why now and what’s next. And Workday, Intuit and Foot Locker results are on deck. We’ll reveal at the AI angles Wall Street will be watching.

Digging into Spending Data, Hybrids are Hot, and When Will Housing Normalize? 11/27/23 Nov 27, 2023

This Cyber Monday the CEO of ‘buy now, pay later’-company Klarna weighs in on the record demand for those loans as holiday shopping ramps up.

And with that demand boosting Shopify’s shares by nearly 10%, we look at the other payment names that could see a positive halo effect.

Plus, October’s new home sales data flashing warning signs for sellers ahead of the slow housing season.

Holiday Shopping, Spending Signals, Pandora CEO 11-22-23 Nov 22, 2023

People across the country gearing up for one of the busiest shopping days of the year as consumer sentiment shows signs of improvement. We’ll look at whether spending could surprise to the upside. Plus, prices for goods and services are falling, but remain above pre-pandemic levels. We’ll look at where the drops are – and aren’t – and what that signals about the strength of the economy. And could jewelry-maker Pandora benefit from the consumer shift to more affordable, lab-grown diamonds? The CEO joins us for an exclusive interview ahead of Black Friday.

From the Desk of Kelly Evans: Where Things Are Getting Cheaper 11/22/23 Nov 22, 2023

Kelly explains fact vs. fiction when it comes to consumer prices right now.

AI Sector Shakeup, Trust the Rally?, and Corporate Pensions Comeback 11/21/23 Nov 21, 2023

We have the latest on Sam Altman’s shocking exit from OpenAI and why it could become a legal headache for Microsoft. Plus, our market guest sees some strong technical signals that the rally is here to stay despite today’s weakness. And should corporate pensions make a comeback? Our guest says we’re already seeing a renaissance and it’s even good for corporate budgets. He’ll join us to make his case.

The Exchange 11/20/23 Nov 20, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Musk’s Mess, Lost the Recession Battle?, and E-Commerce Cold War 11/17/23 Nov 17, 2023

Elon Musk once again in hot waters over his tweets, and his own company is back in damage control to reassure advertisers. We’ll look at the fallout for both parties. Plus, has the Fed won the inflation fight but lost the recession battle? We’ll debate. And China’s cheap retail apps are playing by different rules and gaining market share from U.S. brands. We’ll look at the names most at risk, and the ones actually benefitting from it.

The Exchange - 11/16/23 Nov 16, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Nadella, Biden & Xi and Swagel 11/15/23 Nov 15, 2023

He was just on stage at Microsoft’s Ignite event, he's going to get on a plane to meet with President Xi, but first, he joins us live on this show. Microsoft's Satya Nadella on the company's big chip announcement, AI, China, and much more.And speaking of China – we're moments away from the first live pictures of President Xi and President Biden. Both countries competing for the global future, and one of our guests says if you take a clue from recent Xi speeches, a showdown of historic dimensions could be ahead.Plus – he tells Congress how much its laws will cost the country, and with two days until the government runs out of money once again, we'll speak live with CBO Director Phillip Swagel about what's at stake and what needs to change to get America's fiscal health in order.

Market Rallies on CPI Data, Emerging Market Opportunities, and Weight-Loss Winner 11/14/23 Nov 14, 2023

Did today’s CPI number cement the end of the rate hike cycle? We’ll ask our economist if it’s enough to move the Fed to the sidelines. Plus, veteran emerging-markets investor Mark Mobius joins us with what part of the world he’s most bullish on (Hint: It’s NOT China!) And weight-loss drugs have weighed on the food stocks, but one analyst sees 20% upside in a name thanks to its protein portfolio and joins us to maker her case.

Shutdown Countdown, Thawing Tensions, and Consumer Baggage 11/13/23 Nov 13, 2023

We’re days away from a government shutdown, and that could put Thanksgiving travel in jeopardy, but we’ll look at why some analysts are more positive a deal will happen now. Plus, a lot has happened since the last time Chinese President Xi was in the U.S., but the tone from China toward American companies seems to be shifting. We’ll dig into what that means for the market, and who else could benefit. And we’ve got the debut of a new real-time gauge of how the consumer is really doing.

San Francisco Fed Pres. Mary Daly, Holiday Spending Squeeze, and the Experience Economy 11/10/23 Nov 10, 2023

San Francisco Fed President Mary Daly joins us exclusively, on the heels of Fed Chair Powell saying the central bank is “not confident” it has done enough to bring inflation down. Plus, how much will macro headwinds weigh on consumer spending this holiday season? Bank of America’s retail analyst gives us her preview. And Tripadvisor’s CEO is here with his outlook on the holiday travel season, and the growth the company is seeing in the “experience economy.”

Catalysts & Concerns, Debut Drought, and the Electric Butterfly Effect 11/9/23 Nov 09, 2023

Stocks plunged on the 30-year bond auction results. We’ll digest them in real-time and look at where markets could go next. Plus, things are quiet on the IPO front during what’s historically a busy time. NYU Professor Aswath Damodaran joins us with his take on valuations and market conditions. And a surprising loser from the energy condition could be the agricultural industry. We’ll look at why and how to position.

Fed Fallacy?, Health of Housing, and Bellwethers on Deck 11/8/23 Nov 08, 2023

Should the Fed get credit for the fall in inflation? Jefferies chief market strategist David Zervos joins us with his take. Plus, two ways to play the trend of people being stuck in homes they bought with low mortgage rates. We’ll talk to two CEOs with a front-row seat to that trend. And Disney, Affirm, Instacart, and Arm are on deck with results. We’ll get the action, the story, and the trade in Earnings Exchange.

Credit Concerns, Concerts & Conventions, and Everything is “Paw-some” 11/7/23 Nov 07, 2023

The NY Fed’s newest report shows delinquencies are rising quickly in some areas, but our market guest is looking at another indicator she says suggests a rough holiday quarter ahead. We’ll look at what it is, and which market strategy to deploy into year-end. Plus, one lodging REIT just posted a solid quarter on the strength of corporate travel and conventions. The owner of the Grand Ole Opry joins us for an exclusive interview. And pet spending is still going strong. The CEO of Freshpet joins us on the heels of earnings with the stock up 20 percent in one week.

Yielding Problems, Buy or Beware, Private Credit Concerns Nov 06, 2023

Falling yields means good news AND bad news for the Fed and markets. We’ll look at why and how to position. Plus, do lower rates mean better prospects for the housing trade? Our analyst says yes, even with recession risks growing. And despite rising concerns about defaults in the private credit space, the market keeps growing. We’ll talk to one of the big lenders in the space about rates, returns, and recession risk.

From the Desk of Kelly Evans: Could corporate pensions save America? 11/6/23 Nov 06, 2023

Kelly explains why pensions plans could offer a creative way out of the country's long-term fiscal problems.

Rally, Set, Go?, Read on the Consumer and Themes & Trades 11/3/23 Nov 03, 2023

Did today's jobs report just cement the end of rate hikes? The market may be cheering the softer-than-expected numbers, but KPMG’s Diane Swonk says not so fast. Plus, one fast casual food stock is having a good week, but earnings were a mixed bag. The CEO joins us with what he’s seeing from the American consumer. And from China, to rates, to jobs and energy – it’s a special edition of Three Buys and a Bail. We’ll take a look at the week’s big themes, and make a trade for each.

The Exchange 11/2/23 Nov 02, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

CNBC Special: The Fed Decision 11/1/23 Nov 01, 2023

We have special coverage of the Federal Reserve’s decision on interest rates, live from Washington, D.C, featuring the fallout for stocks, bonds, the economy, and the consumer, as well as the view from Congress with Rep. Brad Sherman (D-CA) and Sen. John Kennedy (R-LA). Plus, we’re joined by one strategist on how to position your portfolio for any policy scenario ahead of a potential government shutdown.

Countdown to the Fed Decision, Rising Rate Play, and the ‘Scariest’ Bear Cases in Tech 10/31/23 Oct 31, 2023

Just over 24 hours until the Fed’s decision on interest rates. We look ahead to tomorrow’s meeting and the fallout for stocks and bonds. Plus, mortgage rates remain near multi-year highs, but that’s a silver lining for the nation’s largest home-loan service. The CEO will join us with his read on the health of housing. And in the spirit of Halloween, we’re looking at the scariest hypothetical bear cases in tech.

Slowdown Low-down, XPO’s Big Beat, Scary Consumer? 10/30/23 Oct 30, 2023

We have fresh signs that the economy is slowing, and hedge fund manager Kyle Bass says things are about to slow a lot more from here. He’ll join us with the biggest risks and opportunities he sees in the market right now. Plus, XPO shares are soaring on the back of earnings. The CEO is here with his read on the freight market. And the CEO of Spirit Halloween joins us ahead of the big day with his take on the consumer, commercial real estate, and the trends he’s seeing this year.

Data Delusion?, The View from Vanguard, and Health of Housing 10/27/23 Oct 27, 2023

Our panel debates the latest economic data, and whether it suggests the consumer is not as strong as investors think. Plus, a rare and exclusive interview with Vanguard CEO Tim Buckley on how he’s approaching the market, as the world’s second-largest asset manager. And how are homebuilders navigating this new high-interest-rate environment? We get the read on housing from the CEO of Tri Pointe Homes, fresh off their results.

The Fed’s Next Move, Buy or Beware?, and Rate Resilience 10/26/23 Oct 26, 2023

The latest data show the economy remains resilient – and so does the consumer. What does it all mean for the market and the Fed? We speak with one economist about her forecast. Plus, our market guest says the recent pullback in tech provides a good entry point, but there’s one way to play it. He’ll tell us how, and what else he’s buying outside of tech right now. And Empire State Realty Trust’s CEO joins us fresh off earnings with what’s driving the stock higher, and his read on the New York City commercial real estate market.

Can You Hear Me Now, Downturn Resiliency, and Get the Government 10/25/23 Oct 25, 2023

Three months after a bold call, our market guest rejoins us to take a “quarter-victory lap” and look ahead to the next opportunity. Plus, we’ll speak with the CEO of one travel company that’s benefitting from one key consumer trend that they expect to withstand an economic slowdown. And while homebuilders have been buying down mortgage rates to make homes more affordable, the calls for the government to step in are getting louder. Our strategist tells us how that approach would work and how likely it is to actually happen.

Hedge Hawk, 100% Wrong?, and Good Problems 10/24/23 Oct 24, 2023

Pershing Square’s Bill Ackman covered his bet against bonds, but our market guest is not buying into that move. Plus, JPMorgan Chase CEO Jamie Dimon says central banks have been “100% dead wrong” on economic forecasts and it doesn’t matter if the Fed hikes again. Is he right? We’ll ask former Fed vice chair Randy Quarles. And Microsoft, Alphabet, and Visa are on deck with results. Our trader says one of them has a lot of problems… but good ones. He’ll explain in Earnings Exchange.

Equity-like Returns, Fiscal Dominance, and Commercial Real Estate Pivot 10/23/23 Oct 23, 2023

A big drop in bond yields after the 10-year started the day back above 5%, but the recent climb led our portfolio manger to say bonds can achieve equity-like returns over the next 18 months. She’ll tell us where she’s seeing opportunities now. Plus, one economist is sounding the alarm that government spending could overwhelm the Fed’s inflation fight. And the co-CEO of Morgan Stanley’s real estate arm is here to break down her strategy in the face of higher yields – and what she’s seeing for opportunities overseas.

From the Desk of Kelly Evans: Who's the PIIG now? 10/23/23 Oct 23, 2023

Kelly discusses trouble brewing in the banking system.

Yields Hit 5%, Now What? The Data the Fed Should be Using, and Harker’s Case Against Rate Hikes 10/20/23 Oct 20, 2023

The yield on the 10-year note hit 5% for the first time in 16 years, a five-star fund manager gives us his duration timeline.

Why consumer is even stronger than you may think, and the hidden tax break for homeowners.

Plus, Philly Fed President Patrick Harker has a very specific reason for keeping rates where they are.

From the Desk of Kelly Evans: The Fed has THREE mandates 10/20/23 Oct 20, 2023

Kelly explains why the Fed has obligations beyond its "dual mandate.”

The Exchange 10/19/23 Oct 19, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

The House Divided, Biden’s Israel Visit, and Regionals & Rates 10/18/23 Oct 18, 2023

The House divided. Jim Jordan comes up short in his second vote to secure the Speaker gavel. A top Republican strategist tells us how this should really be resolved. Plus, President Biden visits Israel. He’s pledging an "unprecedented" support package for the country...even as Congress remains leaderless. And have you seen what's happening with bond yields? It's a major headache for banks – and the CEO of Hancock Whitney says that the historic move in yields is pressuring both consumer and commercial loan demand. He joins us to discuss.

What’s Next for Yields, Sentiment Slump, Salaries Surge 10/17/23 Oct 17, 2023

Better than expected economic data is pushing yields back toward their recent highs. We’ll ask our strategist how he’s adjusting his portfolio. Plus, homebuilder sentiment sliding to 10-month lows, but our analyst is staying positive ahead of next week’s earnings and tells us why. And salaries could be higher for longer – keeping the Fed in that mode as well.

The $630B Question, The Bitcoin Binary, and Earnings Exchange 10/16/23 Oct 16, 2023

Is inflation blinding investors to a potential fiscal crisis? We have two heavyweights on the controversial topic. Plus, bitcoin crossing above $30,000 for the first time in months. We’ll ask former CFTC Chairman Tim Massan about the path forward for regulation. And the second half of big bank earnings are on deck tomorrow. We have the action the story and the trade on two big names, plus Johnson & Johnson and Lockheed Martin.

Seeking Safety, Crude’s Climb, Curbing the Run in Rates 10/13/23 Oct 13, 2023

Stocks are struggling, and gold is rallying as investors seek safety. Plus, oil climbing as the U.S. tightens sanctions against Russia. And mortgage rates are near 23-year highs, leading one former Obama official to suggest the government step in and curb the run in rates.

The Exchange 10/12/23 Oct 12, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

The Exchange 10/11/23 Oct 11, 2023

Israel-Hamas War, The Hunt for Yield, and Leaderless House 10/10/23 Oct 10, 2023

We’re breaking down the geopolitical fallout from the Israel-Hamas war ahead of President Biden’s speech. Plus, could the 10-year yield be headed to 4% as the “earnings recession” is about to end? We’ll debate. And what are the consequences of a House of Representatives with no Speaker? AEI’s James Pethokoukis joins us to dig into that.

Geopolitical Turmoil, Peltz vs. Disney, and Utilities Opportunities 10/9/23 Oct 09, 2023

Stocks stage a reversal this hour as Israel’s conflict with Hamas enters its third day. We’ll look at what the unrest means for the region and for energy prices. Plus, activist investor Nelson Peltz is reigniting his proxy fight with Disney. And one analyst says investors should “close their eyes and buy” some utility stocks. She’ll join us with her top picks.

Reversing Course, Mortgage Mania, and Airlines Grounded 10/6/23 Oct 06, 2023

Stocks are staging a big reversal since this morning’s jobs report. We’ll look at the implication for yields and your money. Plus, mortgage rates are shooting higher, nearing 8 percent. And with earnings season around the corner, one analyst is slashing his estimates and price targets on a number of headwinds. He’ll join us to make his case.

The Exchange 10/5/23 Oct 05, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Fed Fallacy?, Rising Rates Bail, and Two Cents on the Dollar 10/4/23 Oct 04, 2023

The one weapon the Fed has to pull off a soft landing could be backfiring. Companies with a ton of debt could be dead on arrival in this new high-interest-rate environment. And Chartmaster Carter Worth joins us to chime in on the Dollar as it hits an 11-month high.

Crypto & Consumers, $9B AI Tool, Weighing the Trades 10/3/23 Oct 03, 2023

Two big legal cases concerning the fate of FTX founder Sam Bankman-Fried and the CFPB. We’ve got the latest developments on each. Plus, is Microsoft’s new $9B AI tool worth the hype? And the weight-loss drug boom is having major ripple effects on stocks. We’ll look at one buy and one bail as a result of the craze.

Bond Voyage, Trash Talk, Take Shelter 10/2/23 Oct 02, 2023

The 10-year yield is hitting its highest level since 2007, and our market guest still sees opportunities in bonds ahead of a recession. Plus, Birkenstock is preparing for its IPO. VC Sam Lessin joins us with what the IPO market means for Silicon Valley and beyond. And a bullish call on a housing name one analyst says is well positioned for a slowdown.

It Might Just Be the Everything Shutdown 9/29/23 Sep 29, 2023

With the government just two days away from a shutdown, we look at how it could impact everything from economic data to the IPO market.

EV manufacturing one of the issues driving the UAW strike, and it could have big implications not just on the big three, but Tesla too, according to Barclays.

Plus, a key childcare pandemic subsidy also expiring this weekend, which could have a big impact not just on daycare centers, but the US economy.

Charting Returns, Strikes & Stocks, and Demand Destruction 9-28-23 Sep 28, 2023

The biggest returns against a backdrop of soaring yields and oil prices, according to one 5-star fund manager. Plus, another strike looms over the economy – this time in the health care space. We’ll speak with the union rep about the negotiations and look at the stocks that could be at risk. And on private lender sees “demand destruction” the current environment. He’ll join us from CNBC’s “Delivering Alpha” to explain.

The Value Names to Buy Now, Cannabis and Capital, and the Everything Shutdown 9/27/23 Sep 27, 2023

Value has taken a back seat to growth for the past 15 years, but the tide may be turning—we get the names to buy and hold onto for the long-term.

The Senate Banking Committee passes a key piece of legislation for the cannabis industry.

Plus…is the government shutdown about spending? Border security? The war in Ukraine? Why one policy analyst calls this the “Seinfeld shutdown.”

Economic Pressure Points, Real Estate Magnate Don Peebles, and Consumer Credit Risk 9/26/23 Sep 26, 2023

Between rising rates, the UAW strike, and a potential government shutdown, we’ve got every economic pressure point covered for investors. Plus, real estate magnate Don Peebles joins us to weigh in on the health of the housing market and commercial real estate, including the one city where he’s waiting to see a wave of defaults before buying up properties. And Bank of America is slashing their estimates on a pair of department stores on rising consumer risks. You won’t believe the shocking numbers behind these retailers’ revenues.

From the Desk of Kelly Evans: The $2 trillion deficit: how did we get here? 9/25/23 Sep 25, 2023

Kelly opines on the soaring national debt.

From the Desk of Kelly Evans: Who is really raising rates in Washington? 9/25/23 Sep 25, 2023

Kelly explains why the Fed isn’t to blame for interest rates rising here.

Shutdown Showdown, Hospitality Headaches and Jeff Currie’s Exit Interview 9/25/23 Sep 25, 2023

With just days until a government shutdown, Raymond James’ Ed Mills takes a look at the potential impact on both stocks and bonds.

Nevermind the office space, here’s the hospitality industry. Why hotels could be the next commercial real estate headache.

Plus, Goldman’s Jeff Currie makes the bullish case for copper and oil in his last on-air interview while at the firm.

Perfect Storm for Private Equity, UAW Expands its Strike, and In Da Club-onomics 9/22/23 Sep 22, 2023

There’s a perfect storm brewing for private equity as rates continue to rise, according to Dan Rasmussen.

The UAW expands its strikes at GM and Stellantis facilities, the impact that could have on both production and share prices.

Plus, if you’ve got a spare $200k, NYC has a club for that. We go inside the rapid rise of high society’s private clubs.

From the Desk of Kelly Evans: The Less United Nations 9/22/23 Sep 22, 2023

Kelly explains why the U.N. General Assembly meeting might be losing its political luster.

Wrong Answer, Stocks Stalling, DTC Divergence - 9/21/23 Sep 21, 2023

Legendary economist John Taylor joins the show to weigh in on how the Federal Reserve should grapple with the glut of government debt that seems to be pushing yields higher. Plus, with stocks stalling and yields at multi-year highs, is the bond market the place to be buying right now? We’ll debate. And Klaviyo’s debut could be an opportunity to invest in the DTC space… one analyst joins us to make his case.

The Fed Decision: Live from Washington, D.C. 9/20/23 Sep 20, 2023

We’re live in Washington, D.C. ahead of the Federal Reserve decision on interest rates. And while the Fed is expected to pause, there is plenty of uncertainty around labor strikes, rising energy prices, and a looming government shutdown. We’ll look at what it all means for investors and consumers as rising rates take a bite out of their buying power.

From the Desk of Kelly Evans: Is Trouble Brewing for Private Equity? 9/20/23 Sep 20, 2023

Kelly explains why private equity could find itself becoming a casualty of the Fed’s rate hikes.

The Exchange 9/19/23 Sep 19, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Fantasyland, The Perfect Storm, Window Closing 9/18/23 Sep 18, 2023

Yields on the move ahead of Wednesday’s Fed meeting and our market guest warns that it’s NOT good news for stocks, saying anyone who thinks otherwise is living in fantasyland. Plus, what impact will the strike have on the economy? Rapid Ratings’ James Gellert joins us with the perfect storm he sees forming on the horizon. And one media analyst says the window for Disney CEO Bob Iger to get a good deal for ABC may be closing. He’ll join us to explain.

Strike Ripples. Returns Getting Harder, 3 Buy & a Bail IPO Edition 9/15/23 Sep 15, 2023

Mary Barra says she put a historic offer on the table, but UAW workers disagree, and instead, have now begun a historic strike. There will be ripple effects throughout the economy. We’ll have the latest, and look at just how wide those ripples could get.

Plus, our market guest says he still sees gains ahead but they will be much harder to come by from here. He joins us to explain how to find them, and the names he’s buying right now.

And on the heels of ARM’s big trading debut, we have a special three buys and a bail—2023 IPO edition.

From the Desk of Kelly Evans: China Looms Over the Autoworkers' Strike 9/15/23 Sep 15, 2023

Kelly explains why we’re at one of the biggest inflection points the auto industry has ever seen.

From the Desk of Kelly Evans: Boring IPOs are better IPOs 9/14/23 Sep 14, 2023

Kelly explains why a lot of hype isn’t always best when it comes to IPOs – especially these days.

The Right to Buy Arm(s), Softbank’s Pricing Problem, and Fast Casual Winners 9/14/23 Sep 14, 2023

Shares of Softbank’s chip company, Arm, higher in their public debut…we discuss what it means for the likes of Instacart and Birkenstock’s impending offerings.

But NYU’s Aswath Damadoran says he’s “skeptical of anything they touch,” warning about Softbank’s tendencies to overprice and underdeliver.

Plus, fast casual restaurant stocks have been beaten up as of late, but Raymond James has names they say are poised to break out.

It’s the Economy, Stupid, The Case for $100 Oil, and Developing San Francisco 9/13/23 Sep 13, 2023

Core inflation coming in a little hotter than expected in August, but the street taking it in stride. If we’ve exited what one economist calls ‘the regime of high inflation,’ what should investors be watching now?

And speaking of a bump in inflation, Bank of America sees $100 oil as a possibility by year-end.

Plus, buying buildings at land prices…a West Coast-based commercial real estate developer tells us what he’s got planned for San Francisco.

From the Desk of Kelly Evans: CPI takes a backseat 9/13/23 Sep 13, 2023

Kelly explains why the inflation data doesn’t matter the way it once did.

Apple’s Big Event, CNBC’s Top Financial Advisor’s Best Ideas, and Needham’s Tesla Caution 9/12/23 Sep 12, 2023

Apple debuts its iPhone at its flagship event in Cupertino.

CNBC’s annual top Financial Advisors list is out and the #1 advisor joins with his best small cap buys now.

Plus, Morgan Stanley’s all in on Tesla, but Needham says not so fast.

Chips & Channels, IPO Crystal Ball, and China Conundrum 9/11/23 Sep 11, 2023

Two deals dominating the news: Apple & Qualcomm and Disney & Charter. We’ll bring you the headlines and what it means for investors and consumers. Plus, Instacart’s valuation falling to a fraction of what it was just a couple of years ago. And finally, some signs of life for China’s economy! Are the concerns about its looming collapse overblown? We’ll debate.

The Exchange 9/8/23 Sep 08, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

From the Desk of Kelly Evans: The Strange Celebration of the Slowing Economy 9/8/23 Sep 08, 2023

Kelly explains why when it comes to economic data, caution should still be the order of the day.

Behind the Ban, Seeking Support, Spending Slowdown 9/7/23 Sep 07, 2023

Apple falling as China could reportedly widen their iPhone ban to state-owned enterprises. We’ll look at the fallout for Apple with a live report from Beijing, and a look at the technical levels, with shares seeking support amid their worst 2-day drop in nearly three years. And is energy’s gain retail’s pain? Gas prices are higher than usual for this time of year and that could eat into discretionary spending. We’ve got both sides of the story on today’s show.

Why Now, Gatekeeping & Government Bans, and a TV Tipping Point 9/6/23 Sep 06, 2023

Are rising interest rates suddenly bad news? All year long, equities have largely shrugged off climbing rates - but this week seems different. Yields popping again today on the back of another round of strong economic data. And just like yesterday, that's sending stocks lower. So why are investors sounding the alarm now? Plus, Apple shares are lower on a one-two punch overseas. The E.U. naming it one of six digital "gatekeepers," while China bans government officials from using iPhones at work. Is it a minor inconvenience or just the state's first salvo against the company? Analyst Toni Sacconaghi weighs in. And have we finally reached the television tipping point? Why the fight between Disney and Charter Communications could be the beginning of the end for linear TV as we know it.

Sweet or Sweat Spot, Key Trend to Watch, and Risky Business 9/5/23 Sep 05, 2023

Goldman Sachs slashing their recession odds and one Fed Governor says we’re coming off “a hell of a good week of data.” We’ll debate what it all means for the Fed’s next move. Plus, the key trend our market guest says poses a threat to stocks AND the Fed’s 2% inflation target. And more homeowners are bailing on home insurance, but not because they can’t afford it.

Goldilocks Jobs Report, Housing Inflection Point, 3 Buys & a Bail 9/1/23 Sep 01, 2023

A “Goldilocks” jobs report sent stocks higher initially, but our economist warns that a recession coming, and investors better be ready for it. Plus, home prices hit an all-time high in July but there are signs of a top coming. We have the signals that need to be on your radar. And a special 3 Buys & A Bail: Fed Playbook Edition, featuring the stocks to buy in each rate-hike scenario.

No Surprise, Sentiment Slump, Semiconductor Strategy 8/31/23 Aug 31, 2023

JPMorgan Chase’s chief economist joins us after a ‘no surprise’ reading from today’s inflation print. He’ll give us his read on the numbers and what they mean for the economy. Plus, recruiter sentiment falling to a record low – we’ll look at the industries in demand ahead of tomorrow’s jobs report. And semiconductors take center stage this afternoon with Broadcom and VMWare reporting after the bell. We have the numbers and narratives to know in Earnings Exchange.

Jury Duty Market, Crypto Court Decision, and Privacy, Pets & Pricing 8/30/23 Aug 30, 2023

The latest round of economic data shows signs of the cooling the Fed is hoping for, but that's not enough to convince our strategist that the U.S. can avoid a recession. He’ll explain why he says stocks are in a 'jury duty market'. And we're one step closer to a spot bitcoin ETF thanks to yesterday's federal court decision. The chief policy officer of Coinbase joins us for an exclusive interview. Plus-- privacy, pets and pricing. We'll tackle Crowdstrike, Chewy and Dollar General in today's Earnings Exchange.

Positioned for Gains, The First Ten, and Health of Housing 8/29/23 Aug 29, 2023

Consumer confidence is down but our market guest is staying positive on the markets and has one group of stocks she says is poised to benefit. Plus, the list of the first 10 drugs targeted for Medicare negotiations is out, and former FDA Commissioner Dr. Scott Gottlieb is warning of unintended consequences. And on the heels of the latest Case-Shiller housing report, Yale Professor Robert Shiller joins us to discuss the findings and where housing prices could go from here.

Key Ticker, National (In)security & Earnings Exchange 8/28/23 Aug 28, 2023

Nvidia, check! Powell, check! PCE and jobs on deck. And if you want to figure out where markets go from here, there's one index our guest is watching closely for clues. She joins us with the ticker and the trades she likes. Plus, from the economy to national security. It's complicated, and costly when it comes to U.S.-China relations. Fixing one of the main concerns could come with a $40 billion price tag. And finally, NIO is getting ready to report Q2 results as the China EV race heats up. We have the action, the story and the trade on that name, plus two retailers on deck.

Powell Stays Hawkish, Injectables Boost Profits, and Zillow Home Loan’s 1% Down Payment 8/25/23 Aug 25, 2023

Powell sticking to his 2% inflation target and slightly hawkish stance at Jackson Hole, but one economist says it won’t be rate hikes that get us there.

Packaging company Aptar Group seeing a 50% spike in sales in its pharma sales business last quarter, thanks to rising popularity of drugs like Wegovy and Ozempic…the CEO joins us to discuss.

Plus, Zillow Home Loans launching a loan for qualified borrowers requiring just 1% down payment to help more potential homebuyers break into the market. A fix for affordability or a recipe for a mortgage meltdown?

Jackson Hole Kicks Off, Nvidia’s Blowout Quarter, and Splunk Makes a Splash 8/24/23 Aug 24, 2023

The countdown for Fed Chair Powell’s speech is on, and we’ve got the headlines emerging from Jackson Hole ahead of tomorrow’s big event. Plus, Nvidia hitting a new all-time high after its latest blowout quarter. We’ll do a deep dive on the numbers. And Splunk’s CEO joins us exclusively to recap the quarter and look ahead to AI’s impact on the cloud business.

Tech’s Make-or-Break Moment, Office Pain to Gain, and La-Z-Boy CEO Exclusive 8/23/23 Aug 23, 2023

Can Nvidia beat expectations tonight? Our trader looks at the implications for the market and whether the AI boom is starting to cool. Plus, New York City is planning to rezone part of Midtown Manhattan to address the housing crisis. We’ll speak with one company providing the financing for conversion projects. And on the heels of La-Z-Boy’s results, the CEO joins us with her view on the health of the consumer and macro environment.

Sticking Point for Stocks, Shutdown Showdown, and Pricing Power Play 8/22/23 Aug 22, 2023

Soaring bond yields are worrying investors, but our strategist says this surge has him worried about a correction. Plus, ready or not, here comes another government shutdown showdown, and Goldman says it’s likely to happen in the coming months. We’ll look at the fallout for the Fed. And UBS is upgrading one company on its pricing power potential. The analyst behind that call joins us to make his case.

Rising Rates & Risks, China's Troubles, and The Read on Retail 8/21/23 Aug 21, 2023

As yields hit historic highs, we'll look at how it impacts your money and the Fed's next move. And with China's central bank somewhat surprising investors overnight - we've got the impact on investors in the U.S. Plus, the read on retail for three names on deck with earnings: Macy's, Baidu, and Lowe's.

Bond Voyage, Brace or Embrace, and 3 Bails & A Buy 8/18/23 Aug 18, 2023

Just as important as the jump in bond yields this week, is the question of why this is happening now. For good reasons, like better economic growth? Or for bad reasons, like too much supply and central banks losing control? We'll look at what's been driving these moves, and where you can find the best value, right now. Plus, some major earnings drama. Shares of Palo Alto Networks have dropped 17% since their company's unorthodox decision to hold their earnings call today – a Friday – after market close. Dan Ives calls it a PR disaster. But one analyst calls it a super fun summer Friday! He's not worried, has a buy on the stock, and sees a 30% upside from here. And finally, one big-name investor drastically upped his stake in a high-profile name, but one of our traders says don't follow his lead. A special 3 Bails & A Buy: 13F Edition is coming your way.

From the Desk of Kelly Evans: The "Lazy Girl" Investment Strategy 8/18/23 Aug 18, 2023

A Tale of Two Retailers, Goodwill CEO, and Mike Novogratz Live 8/17/23 Aug 17, 2023

Target and Walmart reporting two very different quarters, and with student loan payments set to restart soon, we’ll look at the names best positioned. Plus, the CEO of Goodwill joins us on National Thrift Shop Day with a look at the economics behind second-hand shopping. And Galaxy Digital’s Mike Novogratz is here with his latest read on the market, crypto, and the Fed’s next move.

Don’t Count on Cuts, Health of Banks, Housing Hedge 8/16/23 Aug 16, 2023

Don’t bet on the Fed cutting rates anytime soon, says our market guest. She’ll tell us where she’s finding opportunities. Plus, the CEO of Jack Henry joins us on the heels of earnings with a look at the health of the banks and why their stock is the worst name in the S&P 500 today. And as rates keep rising and mortgage demand drops, there’s one housing name positioned to benefit from the environment. The CEO joins us ahead.

No Landing No-Kay!, Downgrades Ahead, Health of Housing 8/15/23 Aug 15, 2023

The Fed needs the economy to soften but today's retail data showing no signs of it. We look at why this could become a problem for the Fed and how you want to be positioned in this market right now. Plus, Fitch warning of possible downgrades ahead including big ones like JPMorgan Chase. Does this latest credit warning carry more weight? And homebuilder sentiment is dropping sharply. We’ll speak with a builder about what he sees ahead.

The Exchange 8/14/23 Aug 14, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

China’s Sluggish Recovery, Hire Education, and Soft Landing Save? 8/11/23 Aug 11, 2023

Chinese property giant Country Garden issuing a profit warning amid a decline in real estate sales, we have the latest details and the trade on the Chinese consumer slowdown.

With the health care industry facing a critical worker shortage, the CEO of Adtalem Global Education, specializing in medical post-secondary ed, discusses what needs to be done to fill those positions.

And recession rescue…a University of Chicago Booth School of Business professor reveals the current phenomenon he thinks will spare the US from a hard landing.

Sell-off Watch, Ad-vantaged, Cyber Pains & Gains 8/10/23 Aug 10, 2023

Markets are breathing a sigh of relief on weaker-than-expected CPI data, but our market guest says don’t get too complacent and sees inflation rising again before year’s end. Plus, Disney is taking a page out of Netflix’s playbook on passwords, but is it too late to turn things around on streaming? We’ll look at some potential suitors primed to take it over. And the CEO of Cyberark joins us on the back of a big earnings beat and guidance hike with the threats he sees in the space as states like New York boost their security spending.

Tug of War, Stifel CEO Exclusive, and Keeping It Clean 8/9/23 Aug 09, 2023

Crude prices are hitting their highest level of the year and our guest says ‘watch out’ because oil could push US inflation higher again even as deflationary trends emerge out of China. Plus, Stifel’s CEO joins us with his view of the headwinds facing banks and where the US economy could go in the next 6-9 months. And we talk to the head of a company that governments rely on to help clean up environmental disasters, and whose stock is moving higher on earnings.

Credit Crunch, Winners & Losers, Cost of Care 8/8/23 Aug 08, 2023

Moody’s is downgrading several US banks and warning more could follow, but private credit is stepping in to fill the lending gap. We’ll speak with the CEO of one company which says it’s poised to benefit. Plus, big pharma seeing big gains thanks to the obesity drug boom. We’ll look at the four names in the food ecosystem that stand to gain and lose the most. And the cost of childcare continues to rise, but affordability is key to growing the economy according to a former Fed official. We’ll speak with the CEO of Bright Horizons about what it’ll take to bring costs down.

The Potential for Cuts, ADP vs. BLS, Health of Housing 8/7/23 Aug 07, 2023

From rate hikes to cuts by next year? The NY Fed’s John Williams suggests that prospect in a new interview. We’ll look at what that could mean for inflation and the markets. Plus, is the labor market actually stronger than it appears? The debate between the ADP survey and the governments official data goes to the next level. And what’s driving historic lows in housing inventory? New data from Black Knight points to a few reasons and consequences.

The Goldilocks Number, SEC vs. Coinbase, and Protecting Your Portfolio 8/4/23 Aug 04, 2023

Stocks pop and yields drop after today’s so-called “Goldilocks” jobs number. We’ll look at whether it’s enough to fuel the market euphoria and whether there are any bargains left to buy. Plus, Coinbase’s Chief Policy Officer joins us with a look at the regulatory landscape for crypto. And InvestingFixx co-founders Jean Chatzky and Karen Finerman join to discuss their newest venture for financial literacy.

Executive Exchange, Crypto Couple, and Major Payments Player 8/3/23 Aug 03, 2023

The CEOs of Wyndham Hotels, and Portillo’s join us for a special Executive Edition of Earnings Exchange on the back of their results. Plus, the so-called crypto couple is back in court with a bombshell admission. And Shift4 founder and CEO Jared Isaacson joins to discuss Q2 results and the latest space ventures.

Recession Call Reversal, Warning Shot to Washington?, and Prices at the Pump 8/2/23 Aug 02, 2023

Bank of America becoming the first major Wall Street Bank to remove a recession from their outlook. BofA’s Chief Economist joins us with what has changed to make that call. Plus, if the economy isn’t deteriorating, why the U.S. credit downgrade from Fitch? Strategas’ Dan Clifton says it’s a warning shot to Washington, and we shouldn’t ignore the signs of stress that are building up. And oil just posted its strongest month in a year and a half, and that is leading to more pain at the pump. We look at how much higher oil and gas prices may go, and how much of a risk they pose to a soft landing.

The Exchange 8/1/23 Aug 01, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Soft Landing Tech Trap, Under the R(AI)dar, and 3 Big Bellwethers 7/31/23 Jul 31, 2023

Don’t get caught in the so-called “soft landing” trap, says our market guest. He tells us where he’s finding opportunities right now instead. Plus, the CEO of one under-the-radar AI name joins us with why his company is uniquely positioned at the intersection of AI and real estate. And halfway through earnings season, we’ve got Uber, Caterpillar, and Molson-Coors on deck in Earnings Exchange.

Potential Pause, Messi of AI, Restaurant Revamp 7/28/23 Jul 28, 2023

The Fed might have a reason to pause rate hikes for the rest of the year, and our market guest has some ways for investors to position. Plus, one analyst is initiating coverage of a stock, calling it the “Messi of AI.” He’ll make his case for why it could rally 50% from here. And Golden Corral is launching a new fast casual brand this fall. The CEO joins us with what’s behind the debut, and his view on inflation.

Forget the Fed, Cruise Control, and The Busiest Day of Earnings Season 7/27/23 Jul 27, 2023

GDP is topping expectations and inflation continues to cool, so should the Fed be done raising rates? Our market guest tells investors how to position. Plus, all aboard the cruise rally! The CEO of Royal Caribbean joins us on the heels of a big earnings beat and guidance hike. And three key consumer names are on deck with results. We have the action, the story, and the trade in Earnings Exchange.

Fed Decision Countdown, Real Estate Risks, and Striking a Deal 7/26/23 Jul 26, 2023

All the investment advice you need to know ahead of the Fed decision on interest rates. Plus, billionaire real estate mogul Don Peebles joins us on set with an update on the health of commercial real estate, and why he’s most excited about New York City over the next decade. And the Teamsters General President joins us fresh off the UPS deal, averting a costly and disruptive strike.

The Fed’s Endgame, Alaska Air Turbulence, and Alphabet’s Bull Case 7/25/23 Jul 25, 2023

Wondering what to expect and how to position ahead of the Fed’s decision on interest rates? Former Pimco chief economist Paul McCulley joins us with his thoughts. Plus, an exclusive interview with Alaska Air CEO Ben Minicucci after the company’s revenue guidance fell short of expectations. And Alphabet’s results are on deck as the megacap tech giants begin to report. We’ll speak with one analyst who’s staying bullish on the stock and says it’s trading at a steep discount to the market.

The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23 Jul 24, 2023

A big week for big tech with Alphabet, Microsoft, Intel and Meta results on deck. We’ll drill down on the name one analyst says is the best positioned in AI. Plus, Verizon, NXP Semiconductors, and Anywhere Real Estate are on deck with results. We’ve got the action, the story, and the trade in Earnings Exchange. And we’ll speak with a recent college graduate who built an AI-detecting program from his college dorm room.

A.I. in D.C., Time to Buy, and 3 Buys & A Bail 7/21/23 Jul 21, 2023

President Biden speaks after meeting with tech executives from 7 AI companies. We’ll set the scene, and look at what’s at stake. Plus, as the payment stocks start to report, one analyst says two of them have an “unusually attractive entry point.” She’ll tell us which, and make her case. And the FIFA Women’s World Cup is underway, so we’ve got a special 3 Buys & A Bail “World Cup” Edition, featuring sponsors of Team USA. The names and opportunities our trader sees, ahead.

Data Curveball, Margins & Movies, and The Elder Economy 7/20/23 Jul 20, 2023

One of the best real-time indicators of the economy just surprised everyone, and it’s complicating the outlook for the Fed and investors. We’ll tell you where our market guest sees opportunity because of it. Plus, Tesla and Netflix selling off post-earnings – we’ll look at the trades in Earnings Exchange. And Baby Boomers control 70% of the country’s disposable income. Ahead, we’ll speak with a group of seniors blowing up on TikTok and capitalizing on social media influencer opportunities.

Alarm Bells, Too Much Credit, Health of Housing 7/19/23 Jul 19, 2023

“No landing” might be the new consensus, and our market guest is sounding the alarm, saying the market is overvalued and recession risk is super elevated. Plus, Carvana shares are rallying today, now up 1,000% from their lows. Are investors giving the company too much credit for its move to deleverage? And we’ll delve into the roadmap for home prices and inventory in light of a surprise drop in new home construction.

The Bumpy Soft Landing, An Under-the-Radar Barbie Beneficiary, and the Social Media Stock with 35% Upside 7/18/23 Jul 18, 2023

KPMG’s Diane Swonk sees a trifecta of headwinds for the economy, but still believes the US could avoid recession.

With just days before the release of “Barbie,” Roth MKM has a retailer that’s poised to pop.

Plus, Evercore ISI is “PINS it to Win it,” and has four reasons Pinterest is at a fundamental inflection point.

Multi-decade Runway, Consumer Cracks, and Power Player 7/17/23 Jul 17, 2023

From “hard landing” to “soft landing” to the economy taking off again, our market guest has one sector where he sees a multi-decade runway developing. Plus, credit card usage and debt levels are climbing. How significant are the consumer cracks bubbling under the surface? We’ll ask the CEO of Primerica. And a power player in the lithium space (and Tesla supplier) joins Kelly with the company’s latest plans to build a new mine in the U.S.

The Ripple Effect, Citi’s CFO on Earnings, and “All Bulled Up” 7/14/23 Jul 14, 2023

A federal judge deciding Ripple’s token isn’t a security…kinda. The CEO tells us why he’s counting the decision as a win.

Citi CFO Mark Mason breaks down second quarter earnings and tells us his plans to help boost Citi stock performance.

Plus, a super bullish call on Spotify.

The Fed vs. Fiscal Policy, Disney’s Strategy Shift, and Stocks’ Goldilocks Moment? 7/13/23 Jul 13, 2023

Former Dallas Fed President Robert Kaplan argues government spending is forcing the Fed to keep rates high.

Disney CEO Bob Iger will be at the helm through 2026 and he’s got big plans for its networks.

Plus, thanks in part to today’s cooling inflation data, stocks could be at a Goldilocks moment, according to one strategist.

The Broadening Market Rally, AI ETFs vs. Stocks, and the Disney Dilemma 7/12/23 Jul 12, 2023

With the S&P and Nasdaq hitting 52-week highs, our small cap portfolio manager says a new investing trend is emerging, even as mega cap tech keeps rallying.

Not all AI ETFs are created equal, warns Bank of America’s Jared Woodard.

And between slowing parks traffic and box office disappointments, there could be trouble brewing in the Magic Kingdom.

Prime Day Underway, and Game On 7/11/23 Jul 11, 2023

Talk of a recession just around the corner has been going on for a long time. One economist says it’s finally time to move on, and he has four indicators that are keeping him steadfastly bullish. Plus, Amazon’s Prime Day is underway, but is the bump to its bottom line overstated? We’ll look at the bull case for the stock. And the Microsoft-Activision deal is moving closer to the finish line. We’ll look at the key developments, and what’s keeping regulators up at night.

Hiking a Huge Mistake, Time to Strike, and Threads vs. Twitter 7/10/23 Jul 10, 2023

Our market guest says a July rate hike would be a “huge mistake” by the Fed. He’ll explain why as one CEO warns that the bond market is flashing troubling signs. Plus, a bullish call in one part of the REITs sector. And with Threads crossing 100 million signups, we’ll discuss its ad ambitions as it looks to take on Twitter.

The Exchange 7/7/23 Jul 07, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

The Exchange 7/6/23 Jul 06, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

The Exchange 7/5/23 Jul 05, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

From FOMO to GERF, SCOTUS vs. POTUS, and A Tale of Two Housing Markets 6/30/23 Jun 30, 2023

Forget FOMO, because “greed eventually replaces fear”, according to our market guest. He’ll tell us where he sees the biggest opportunities. Plus, the Supreme Court is blocking President Biden’s student loan forgiveness plan. We’ll look at the under-the-radar names most at risk. And a tale of two housing markets: The numbers you need to know whether you’re a buyer, seller, or investor.

Craze or Catalyst, Retail Rebranding, and Apocalypse FedNow 6/29/23 Jun 29, 2023

The IPO market is definitely opening back up, but is the hype overdone? We look at three names making their public debut. Plus, Overstock.com is buying Bed Bath & Beyond’s intellectual property, and plans to change its name to reflect its big buy. Overstock’s CEO joins us to discuss. And will the Fed’s new payment system help or hurt fintech stocks? Our guest says next month’s launch makes him bearish on every single name in the space.

Bidenomics, Powell’s warning, and IPOs on deck 6/28/23 Jun 28, 2023

Pres. Biden delivers a major address on “Bidenomics,” his vision for growing the economy. Plus, Fed Chair Powell says more “restriction” is coming to monetary policy. We’ll look at the implications for the economy. And the IPO drought could finally be coming to an end. Bob Pisani has a preview of the names going public this week.

Kyle Bass’ Next Big Bet, Under-The-Radar AI Plays, and A Big Week for IPOs 6/27/23 Jun 27, 2023

Investor Kyle Bass bet big against subprime mortgages ahead of the 2008 financial crisis, and now he’s betting against office space. He joins Kelly to defend his call. Plus, our market guest has two international AI plays for your portfolio, and one of them has matched Nvidia’s gains YTD! And is the IPO freeze starting to thaw? We’ll debate.

Russia’s Game of Thrones, Small Caps’ Big Gains, and Legacy Media Meltdown 6/26/23 Jun 26, 2023

Russian President Vladimir Putin faced the biggest threat to his leadership this past weekend, but our guest says the game of thrones around him is just beginning. We’ll look at what’s next and how to position. Here at home, our market guest says the setup for small caps is pointing to a major cycle run. She’ll bring us the names she likes the most in that trade. And Netflix is gaining while legacy media names are waning. We have an all-star panel looking at the trends in the landscape.

The Lazy Bull Market, DeSantis’ Real Estate Ban, and Calm Seas for Cruises 6/23/23 Jun 23, 2023

All three major averages set to snap weeks-long winning streaks, but one economist is calling this ‘a lazy bull market.’

A new Florida bill goes into effect on July 1 barring foreign nationals from China and six other countries from buying what the state deems sensitive American land. Real estate investor and developer Don Peebles weighs in…and tells us the states and cities that ban could benefit.

Plus, think inflation would be bad for the cruise industry? Think again says Citi. Why cruise lines could benefit from sustained higher prices.

Hikes Heard ‘Round the World, Unsurprisingly Horrible, and Shrinking Shrink 6/22/23 Jun 22, 2023

Fed Chair Powell repeating there’s a long way to go in the fight against inflation in his Senate testimony today. With the surprise half a point hike from the Bank of England just the latest hawkish move from a global central bank, could the Fed follow suit at its July meeting?

The economics are ‘horrible (but unsurprising)’ at Intel, according to one analyst. He tells us what could finally turn the company around.

Plus, retailers from Target to Foot Locker saying shrink—or unexpected inventory loss—took a bite out of profits last quarter. But UBS expects shrink to start shrinking thanks to a few factors and names the retailers poised to benefit.

The Fed’s Inflation Fight Continues, Tesla’s Short-Term Risks, Navigating the Narrow Rally 6/21/23 Jun 21, 2023

Fed Chair Jay Powell testifying on the Hill today, and not letting go of the Fed’s 2% inflation target. Former NEC director Larry Lindsey weighs in on what he expects from the July meeting.

Barclays downgrading Tesla to equal weight, but hiking their price target. We talk to the analyst behind the call.

Plus, one strategist says the mega-cap tech rally is running out of steam, he gives us the smaller names to buy should the market broaden.

Invest Like its 1999? What’s Next for Housing? And Nevermind the Narrow Rally? 6/20/23 Jun 20, 2023

A new CNBC economic survey revealing most economists see improving growth this year, so could we avoid a hard landing? Wells Fargo’s Chris Harvey says not so fast, he tells us why he’s breaking out the 1999/2000 playbook.

May housing starts surging on the heels of strong homebuilder sentiment. We talk what’s next for the real estate market.

Plus, nevermind the mega cap tech stocks, there’s a rotation underway according to Goldman Sachs. We have the names to buy now.

Advertising turns to AI, Post-Pandemic Travel & SMH ETF 6/16/23 Jun 16, 2023

From the Desk of Kelly Evans: This is a pretty odd time for a "melt-up" 06/16/23 Jun 16, 2023

Kelly explains how markets are bucking conventional wisdom here.

Cava’s Market Debut, CRE Lending Opportunities, and The Black Swan 6/15/23 Jun 15, 2023

Shares of Mediterranean chain restaurant Cava soaring in their market debut, but will it be enough to inspire others to go public?

The CEO of one of the largest non-bank lenders in the US joins us with the opportunities he’s seeing in commercial real estate and why this could be one of the best years in his 20+ year-long career.

Plus, “Black Swan author” Nassim Nicholas Taleb warns the current macro environment resembles that of 2007/2008.

The Exchange: Fed Edition 6/14/23 Jun 14, 2023

Kelly’s Power Lunch co-host Tyler Mathisen joins for a special Fed Decision edition of The Exchange, covering the intersection of politics, policy, and your money. Congressman Brad Sherman (D-California) weighs in on bank regulation, while Senator Bill Hagerty (R-Tennessee) stresses the importance of Secretary of State Blinken’s trip to China. Plus, Dan Clifton of Strategas’ on the what could turn around market leadership and why the Fed could be pressured to end tightening early.

Brian Moynihan on the Record, The Cardboard Box Recession, and Billionaires’ Row 6/12/23 Jun 12, 2023

Bank of America CEO Brian Moynihan weighs in on the state of the economy, what the Fed should do next, and the strength of his bank’s balance sheet.

We look at the cardboard box indicator and what that tells us about the chances of a global recession, and what could keep one at bay.

Plus, we take a deep dive into the super high-end real estate market in NYC and who’s managed to get it right.

The Bear Market is Over, Where to Invest in China Now, eVTOL Sector Poised for Lift-Off? 6/9/23 Jun 09, 2023

We’re officially out of the bear market with the S&P up 20% from the lows, but can the bull run be sustained? China’s economy dampened by deflation and flagging exports, but one fund manager says investors are missing a key opportunity. And Canaccord Genuity initiates coverage on the eVTOL sector; we’ve got the names to ‘buy.’ Plus, Tom McClellan sees a bottom in oil…depending on your timing.

When Bad News Is Bad News, Credit Card Crackdown, and Smooth Sailing 6/8/23 Jun 08, 2023

Initial jobless claims climbed for the third-straight week; does the market believe a recession is on the way. We’ll look at the leading economic indicators and let you decide. Plus, household debt on the rise. We’ll look at the fallout for consumers and one bill on Capitol hill aimed at cracking down on credit card companies. And, Royal Caribbean’s CEO is adamant the cruise operator can maintain pricing power. He’ll tell us why – and how he’s able to avoid passing costs along to customers.

Flights Paused, The Fed's Next Move & AI Travel Booking 6/7/23 Jun 07, 2023

The Fed’s Fight Against Inflation, A Crypto Clash, and The Read On Retail 6/6/23 Jun 06, 2023

The Fed’s fight against inflation could be winding down, according to our market guest. He’ll tell us why September will confirm the end of the rate hike cycle. Plus, the SEC targeting Binance and Coinbase in back-to-back lawsuits. Will regulators drive business overseas? We’re live in Amsterdam with that angle. And the newly installed CEO of Academy Sports & Outdoors joins Kelly with a look at the retailer’s Q2 results, and why he thinks the 2nd half will see better sales.

Apple WWDC 2023, Fed At A Crossroads, and The Growth Playbook 6/5/23 Jun 05, 2023

Apple kicking off its highly anticipated Worldwide Developers Conference with a slew of announcements. We have live coverage in Cupertino, California, and speak with two guests about what today’s news means for the future of the world’s most valuable company. Plus, the Fed finds itself at a crossroads after Friday’s jobs report. Should it hike, pause, or pivot? We’ll debate. And XPRIZE Foundation Executive Chairman Peter Diamandis joins the show with the new playbook and strategies for executives looking to grow their companies.

The Good & The Bad, AI Holy Grail, Addressing America’s Cancer Drug Shortage 6/2/23 Jun 02, 2023

This morning’s jobs report had something for the hawks and the doves. We’ll debate the best move for the Fed and investors’ best move in the market. Plus, our guest says there’s a “holy grail” setup in the AI space. She’ll tell us what it is and how she’s playing it. And the CEO of Bristol-Myers Squibb joins Kelly as the ASCO conference kicks off. How are they helping solve America’s cancer drug shortage? He’ll explain.

Pause in Peril, Discount Retail Trade, and The Great De-Stocking 6/1/23 Jun 01, 2023

The economic picture for the Federal Reserve is getting murkier by the day. Will they rely on retail, manufacturing, or labor market data to make their decision this month? Plus, Dollar General on pace for its worst day ever. We’ll tell you what’s driving the declines, and what it suggests about the rest of the retail landscape. And Goldman Sachs head of commodity research says the long-term bull thesis remains intact for commodities. You’ll never guess why he’s so optimistic.

Global Walls of Worry, The Next AI Gainers, and A Rising Rates Play 5/31/23 May 31, 2023

Stocks falling on concerns of global market risks, but our guest sees big opportunities in one key sector. She’ll tell us where, and what to avoid.

Plus, if big tech and semiconductors were the first wave of AI, what’s the next? One analyst says watch the freight space. And with mortgage rates seemingly on a rollercoaster these days, where can investors find safety. We’ll speak with the CEO of one mortgage stock that’s beating the market this year.

Debt Ceiling Deal Risks, Soft Landing Ahead, and Will AI Save Silicon Valley Real Estate? 5/30/23 May 30, 2023

The Biden Administration and Congressional leadership hashing out a tentative deal to avoid a default, but what about the market risks? UBS’ Evan Brown says liquidity concerns are overblown.

Consumer confidence slipped to a six-month low in May, but Moody’s Mark Zandi still says no recession ahead .

And Wolfe Research says AI could renew optimism around Silicon Valley real estate, but Slow Ventures’ Sam Lessin says ‘that’s a bridge too far.’

A Debt Deal Potentially Within Reach, Strike One For The Doves, and AI’s Big Week 5/26/23 May 26, 2023

Wall Street’s getting more optimistic about a debt ceiling deal on Capitol Hill. Should investors buy the optimism? We’ll look at the terms, and some trades that will benefit. Plus, the latest inflation report coming in hotter than expected. Is that strike one for the doves ahead of next month’s Fed meeting?

And we’re wrapping up an historic week for AI, tracking the huge moves in names like Nvidia and Marvell, and looking at what could be the next big name to rally.

Debt Ceiling Showdown, Potential Sell Signal for Nvidia, and The DeSantis DeSaster 5/25/23 May 25, 2023

Fitch delivering a blow to America’s AAA credit rating as debt ceiling talks drag on. We’ll tell you what it means for the market and the economy. Plus, Nvidia is powering the Nasdaq today, but one technician is watching a potential sell signal in the charts. And Florida Governor Ron DeSantis announced his presidential campaign via Twitter Spaces last night, but the event wasn’t without its technical troubles. We’ll debate the potential fallout for Twitter, and the 2024 political landscape.

Risk to the Upside, Real Estate Mogul Don Peebles, and a Mystery ‘Genuine Bull Market’5/24/23 May 24, 2023

Still no deal on the debt ceiling as Speaker McCarthy says the two sides remain hung up on the issue of baseline spending, but our market guest says any debt ceiling risk may be to the upside. She’ll explain. Plus, billionaire real estate investor Don Peebles is warning “the worst is yet to come” for office REITs. He’ll tell us where he’s seeing opportunities as a result. And Jim Cramer sees a “genuine bull market” underway in one particular area of the market. We’ll tell you what it is, and speak to one analyst seeing big upside in some of the names.

Debt Ceiling Positioning, AI Market Share Momentum, and Bet On The Builders? 5/23/23 May 23, 2023

Negotiations continue, but no debt ceiling deal yet. We’ll look at how investors can position for any scenario. Plus, Microsoft unveils more AI products, Google’s CEO issues a new warning, and Bank of America says one name is well positioned. We’ll speak with the analyst.

And Lowe’s is lowering its full-year sales guidance – what does that signal for the rest of the market? We look at two key consumer names in Earnings Exchange.

Wall Street’s Wall of Worry, Freight Pain, and The Next Generation of Economists 5/22/23 May 22, 2023

A new Fed narrative has bond yields jumping, as Minneapolis Fed President Neel Kashkari tells CNBC he’s open to pausing, but not ending rate hikes. What are the policy implications amid rising US-China tensions and the debt ceiling deadline looming? Plus – there’s a key metric flashing a major warning sign in the trucking industry. We’ll tell you what it is and what it suggests about the rest of the economy. And we’re live at the final round of the 2023 National Economics Challenge, as the country’s top high school students answer complex economic questions in a high-stakes environment.

Risky Business, AI Winner & Losers, and Time to Trim Tech? 5/19/23 May 19, 2023

Markets turning lower on reports that debt ceiling negotiations have stalled as President Biden attends the G-7 Summit in Japan. We look at how to position your portfolio. Plus, is AI an existential threat or a big opportunity for cloud companies? We’ll debate. And if only a handful of mega-cap tech companies are propping up the market, is it time to trim tech? We’ll ask one technician tracking the data.

The Bubble We Need, The Search Less Traveled and What’s Next for Bank Regulation 5/18/23 May 18, 2023

Goldman Sachs saying AI could provide a huge boost to margins in the future, is artificial intelligence the bubble the stock market currently needs? We debate.

Speaking of AI, one analyst says its popularity could take a big bite out of Google’s Search ad revenue, thanks to its trip-planning capabilities.

Plus, bank regulators back on the Hill today, with the Fed’s Michael Barr laying out new regulatory proposals. Oppenheimer’s Chris Kotowski weighs in on the future of the financials industry.

Musk-see TV, The Debt Ceiling Trade, and The Read on Real Estate 5/17/23 May 17, 2023

Elon Musk did not hold back in his exclusive CNBC interview – we’ll debate the biggest moments that investors are talking about today. Plus, we run through three debt ceiling scenarios and the REITs that could benefit or be hurt the most. And mortgage demand is dropping as interest rates hit a 2-month high. Could home price declines be next? We have the things you need to know if you’re in the market.

Bots & Banks on Capitol Hill, Don’t Believe The Bears?, and The Future of Forecasting 5/16/23 May 16, 2023

A doubleheader in DC today with banks and AI under congressional scrutiny. Could anything have prevented the collapse of SVB? And what is the role of regulation in AI? We’ll debate both. Plus, one analyst is coming to Sofi’s defense after an barrage of bearish calls. He’ll join Kelly to make his case. And we’re following up with one company disrupting the future of weather forecasting. A look at how its technology could change the way Corporate America does business around the globe.

The Fed’s Inflation Fight, Regional Bank Opportunities, and M&A Monday 5/15/23 May 15, 2023

Fed officials say more work needs to be done on fighting inflation, but what does that mean for the markets with the next FOMC meeting a month away? Plus, our market guest is eyeing big opportunities in regional banks. He’ll reveal the four names he’s fixing to scoop up. And three big deals making headlines today – are they part of a larger trend? We’ll debate on the return of M&A mania.

Debt Ceiling Negotiations, Inflation Complacency & Digital Banking 5/12/23 May 12, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
CNBC’s Hugh Son joins ‘The Exchange’ to discuss Goldman Sachs’ A.I. powered social network Louisa, the startup community Louisa focuses on, andhow Louisa uses A.I. to pre-populate user information.
Ben White, chief economic correspondent at Politico, and CNBC’s Kayla Tausche join ‘The Exchange’ to discuss the ongoing debt ceiling negotiations, June tax revenue expectations, and Donald Trump’s comments about the debt ceiling fight.
Wolfe Research’s Chris Senyek joins ‘The Exchange’ to discuss positive guidance in industrials, inventory concerns impacting retail earnings, and guidance for the financial sector leading the downtrend.
Andrew Jeffrey, managing director of fintech software research at Truist, joins ‘The Exchange’ to discuss future of banking the shift towards digital banking, how SoFi is attracting deposits with a high-yield savings account, and the case for fintech services.
Ran Eliasaf, Northwind Group founder and managing partner, joins ‘The Exchange’ to discuss private equity funds stepping up lending as banks pullback, converting vacant hotels to multi family homes, and concerns about a macro downturn.
CNBC’s Pippa Stevens joins ‘The Exchange’ to discuss solar stocks performing better following updated tax credit guidance, a stronger dollar sending oil prices lower, and China’s role as a key player in commodity markets.

From the Desk of Kelly Evans: The Debt Ceiling is Just Act One 5/12/23 May 12, 2023

Kelly explains why the battle over the debt ceiling is just the beginning of the economic drama playing out in Washington.

The Last Shoe To Drop, The Booming ‘Burbs, and The Fed’s Next Move (according to dead economists) 5/11/23 May 11, 2023

Kelly uses AI to speak to some of the greatest economic minds of the 20th century about the Fed’s next move.

And with jobless claims hitting the highest level in a year and a half, our market guest says to buckle up for a hard landing.

So where are the opportunities? We’ll look at why REITs in the suburbs are booming, and how you can play that trend.

Google’s AI Do-Over, The Retailer to Buy into Earnings, and Disrupting Fertility Care 5/10/23 May 10, 2023

The Google IO Conference kicks off at the top of the hour, we’re live in Mountain View CA for the headlines.

Evercore ISI putting out a tactical bull and a tactical bear call ahead of earnings. We dig into both names with analyst Greg Melich.

Plus, Kindbody is #43 on the Disruptor 50 list this year. The company’s founder joins Kelly to discuss the big business of babies.

Debt Ceiling Dilemma, Travel Trends with Choice Hotels, Amazon’s New Cost-Cutting Measure 5/9/23 May 09, 2023

With just a few hours to the White House meeting on the debt ceiling, we look at what it means for the markets and how to position your portfolio.

Choice Hotels blowing earnings estimates out of the water, CEO Pat Pacious tells us what’s next for the brand and the trends he’s seeing.

Plus, need 10 bucks? Amazon will pay you to pick up your own packages.

From The Desk of Kelly Evans: Where The Banking System Hits The Economy 5/8/23 May 08, 2023

Kelly explains why an under-the-radar economic indicator could highlight trouble ahead.

Debt Ceiling: Political Rhetoric or Real Risk? Life Time CEO on Student Loan Debt Exposure, and Portillo’s CEO on What’s Next 5/8/23 May 08, 2023

Warren Buffett says he’s not worried about a US debt default, but if 2023 shapes up to be a repeat of 2011, equity investors could be in for a world of pain. So is the debt ceiling showdown just political rhetoric or a signal to move to safety? We discuss.

With the sunset of the Covid-era student loan payment moratorium, Wells Fargo named fitness brand Life Time as one of the companies most exposed to that debt. The Life Time CEO sounds off on those claims.

Plus, Portillo’s shares under pressure on disappointing earnings, but management sees input costs falling as inflation cools. CEO Michael Osanloo has what’s next for the fast casual chain and its customers.

Don’t Bank on a Pause, The Streaming Wars, and San Francisco the New Detroit? 5/5/23 May 05, 2023

Despite the strong headline number, the labor market is slowing…but is it slowing fast enough for the Fed? No, says one of my guests, and don’t bank on a rate pause ahead because of it.

And, shares of Warner Brothers Discovery bouncing back after its U.S. streaming business turns a profit but is the euphoria misguided? We look at who is best positioned to come out on top in the streaming wars.

Plus, our market guest says there’s one trade you should definitely avoid right now, it’s the names with exposure to San Francisco—which she says- is starting to look like Detroit.

Regional Bank Wreck, Royal Caribbean’s Read, and Apple Earnings On Deck 5/4/23 May 04, 2023

More pain for regional banks with PacWest down more than 50% after saying it’s considering “all options,” including a possible sale.

Royal Caribbean’s CEO joins Kelly on the heels of reporting better-than-expected results, and raising full-year earnings guidance.

And we go on the ground at Apple HQ in Cupertino, California, with a lookahead to the tech giants earnings after the bell.

CNBC Special: The Fed Decision 5/3/23 May 03, 2023

The Exchange goes on the road to Washington, D.C. ahead of the Federal Reserve’s interest rate decision.

Sen. John Kennedy joins Kelly and Tyler to discuss the economy, the banking industry, and the debt ceiling deadline.

David Wessel from the Brookings Institute says the big question is what the Fed will signal about June.

And Dan Clifton from Strategas has a closer look at the policy implications of the recent bank failures and a potential default.

The Future of Streaming, First Republic Fallout & Fed Preview 5/2/23 May 02, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

First Republic’s rescue, Charlie Munger’s warning, and Brad Gerstner’s harsh words 5/1/23 May 01, 2023

First Republic became the third bank to fail since March, but will it be the last?

Charlie Munger is warning about cracks in commercial real estate – we’ll look ahead to three big names ahead of their results this week.

And tech investor Brad Gerstner had some harsh words for Alphabet CEO Sundar Pichai earlier on CNBC.

We’ll break down why he thinks Alphabet is falling behind in the AI race.

Plus, and Exchange Exclusive interview with SoFi CEO Anthony Noto on the heels of their record financial results.

The Big Cap Tech Name with the Lowest Earnings Quality, FDIC’s Review of Signature Bank Collapse, and the Health Care Market Poised to Boom 4/28/23 Apr 28, 2023

Four of the five mega cap tech companies have reported, we take a look at the company one strategist says has shown the lowest quality earnings.

Plus, the “Dean of Valuation,” NYU’s Aswath Damodaran’s on how the lack of risk capital is impacting tech’s performance.

The FDIC releases its finding regarding the Signature Bank Collapse.

And the one corner of the health care market Mizuho’s Jared Holz expects to be a booming, multi-billion dollar business.

Debt Limit Showdown, Telecom Trades & The CNBC Stock Draft 4/27/23 Apr 27, 2023

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

First Republic’s last chance, investing in a slowdown, and UK regulators block a major deal 4/26/23 Apr 26, 2023

Don’t miss the new details on First Republic’s desperate pitch to save the bank. Plus, how should you invest in a slowdown if the economy is like a car speeding down a cul-de-sac? And if the UK is closed for business, we’ll look at what it means for Microsoft’s deal to buy Activision.

A Red Day For Regionals, Big Tech on Deck & The Fed’s Next Move 4/25/23 Apr 25, 2023

First Republic hemorrhaged deposits in the first quarter, and one guest says it’s now a battle of survival.

Does that mean hopes for a Fed cut this year are premature? David Zervos from Jefferies will weigh in.

Plus, Alphabet and Microsoft earnings are on deck. Will last quarter’s cost cuts be enough to fund their investments in AI?

Big Box Bankruptcy, Recessionary Red Flag, and LVMH’s Major Milestone 4/24/23 Apr 24, 2023

Is Bed Bath & Beyond’s bankruptcy a sign of trouble in the retail industry, or simply a case of mismanagement?

Plus, the one key data point flashing a signal only see during – or right before – a recession.

And with LVMH topping $500M in market cap, is it time to take profits or is a bigger luxury spending boom on the way?

A laissez-faire FedMain Street’s credit crunch, and XPrize’s new $11M challenge 4/21/23 Apr 21, 2023

Is the Fed being too laissez-faire about stress in the banking system? Former Dallas Fed President Richard Fisher says it still has to slay the “inflation dragon” and at least one economist agrees, saying that’s exactly why the Fed will hike rates in less than 2 weeks.

Meantime, as the credit crunch hits Main Street, he hear from one small business owner who’s feeling the effects as he tries to expand.

And XPrize Founder Peter Diamandis joins Kelly to discuss his latest $11M competition, and the impact AI will have on it, as well as the broader tech landscape.

Sound the Alarms, The Consumer Trade, and an Alaska Airlines CEO Exclusive 4/20/23 Apr 20, 2023

Stocks are back in the red as a key economic indicator unexpectedly drops to a near three year low. It’s one of several data points that has our guest worried. She tells us which signals truly matter right now, and whether we should officially start the countdown to the recession.

As for the consumer right now, American Express still sees resiliency, Ally Financial sees rising delinquencies, and one in five Americans are buying groceries with installment loans. We’ll discuss which names are still in the sweet spot, and for how long.

Plus, the airlines are supposed to be one of the main pockets of strength right now but Alaska Airlines posting a bigger than expected loss. The CEO joins us for a CNBC exclusive.

Regional Bank Reversal, Reading the Earnings Tea Leaves, and NVID(AI) 4/19/23 Apr 19, 2023

Western Alliance is growing deposits – is that a bullish sign for the rest of the regionals? We look at the fallout for the financials post-SVB. Tesla earnings are out after the bell today, and there’s one key metric that Wall Street’s watching. And Nvidia shares have nearly doubled to start the year -- can it keep up the momentum? We speak with one analyst who sees it rallying another 20% from here thanks to AI.

Sour Investor Sentiment, Bank Earnings Bonanza, and AI Regulation Nation 4/18/23 Apr 18, 2023

Investors are the most pessimistic they’ve been in in over a decade, but one advisor sees opportunities overseas.

It’s a tale of two quarters for Bank of America and Goldman Sachs on day 2 of the big bank earnings reports.

Plus, a deep dive into the future of AI regulation in America with VC Sam Lessin and a lookahead to Netflix and United reporting results after the bell.

Earnings Pain Ahead?, Bullish on the Builders, and AI’s labor impact 4/17/23 Apr 17, 2023

Earnings season is off to a surprisingly good start. In fact, too strong says one of our guests. He’s bracing for earnings to drop 30 percent. He tells us why he so concerned, and the one sector he is bullish on right now.

Plus, a lack of listings helping homebuilders to a near record share of the housing market. So if they have the edge, can you own them for the long run? We debate.

And, Google’s CEO says AI will impact every product and every company. We talk to two CEOs who will have a front row seat to those changes.

Canary in the Regional Bank Coal Mine, A Contrarian Travel Call, and the Data Divergence 4/14/23 Apr 14, 2023

Investors initially cheering PNC’s earnings report, but after digesting results, the street noting some weakness. What that could signal about the health of the regional banks. Booking Holding shares up 30% so far this year as the travel trade roars back, but one analyst is seeing headwinds. Plus, we dig into the week’s data dump for further indication about what the next Fed meeting could bring, and if the US is indeed on the road to recession.

Rising Recession Risks?, Debt Dilemma, and Crypto Warning 4/13/23 Apr 13, 2023

Producer prices are cooling sharply, while jobless claims are rising. We’ll explain why the economic slowdown could be closer than you think. Plus, the recent bank collapses are touching off concerns about systemic risk in the financial sector. But what if it doesn’t stop there? We’ll dig into some warnings signs. And, Bitcoin has surged back about $30,000 this year. But one key factor is missing in that climb. We’ll reveal what that is, and why it has one analyst very concerned about a crunch.

Inflation Turning Point?, and Buy It Like Buffett Apr 12, 2023

San Francisco Fed President Mary Daly says “we don’t expect to continue to raise rates every meeting.” Her remarks follow this morning’s cooler-than-expected CPI print, which boosted stock prices.

CNBC received exclusive reaction to the CPI print and more from legendary investor Warren Buffett. We’ll break down his best comments, including the ones you may have missed.

Plus, our Buffett “watcher” will reveal which of the Oracle’s stock picks he likes best, and where he sees the most opportunity next.

Faltering Fed?, The Bank Bifurcation, and Dividend Divide - 4/11/23 Apr 11, 2023

Markets are anxiously awaiting tomorrow’s CPI report. But should it even matter that much? One of our big investors says “no” – and if anything, it could lead to a big mistake by the Fed.

Plus, Wall Street is remaining positive on the big banks ahead of earnings on deck, while Main Street is worried about the potential crunch. We’ll look deeper into the dichotomy.

And, when you hear the words “dividend payer,” do you think safety play? Well, you might want to think again. We’ll look at the dividend stocks you’ll want to avoid in this market.

Hike or Halt?, Earnings Warning, and Beijing’s Bold Moves - 4/10/23 Apr 10, 2023

After the decent March jobs report, Wall Street is now ratcheting up the likelihood of another Fed hike in a few weeks. But our economists say “not so fast!” They’ll explain why more hikes would be a “big mistake” for the Fed, and where they think rates should go next. Plus, we’ll dig into the biggest pain points – as well as some unexpected bright spots – for the upcoming earnings season as low expectations take hold. And, China just wrapped up 3 days of military exercises around Taiwan. We’ve got the latest details, and the U.S. response.

TEX Goes Tech: Digging into the Sustainability of the Nasdaq Rally, The Names to Buy Now, and Why Rates Could Now Stay Lower 4/6/23 Apr 06, 2023

New jobs data revisions painting an uglier labor market picture than previously thought, which could have the Fed on pause. What that means for both the economy and the tech rally ahead of tomorrow’s key jobs report.

But, will lower rates provide a tailwind for tech? Our stock pickers say yes, despite the ongoing outperformance. We have the names to buy now.

Plus, the technical tale of two mega cap names—one poised to break out and the other facing steep resistance.

The Tech Trade, Recession Risk on the Rise?, and Travel’s Price Problem 4/5/23 Apr 05, 2023

Tech stocks have had a major run this year. But with Loretta Mester echoing James Bullard’s comments in support of more rate hikes, the Nasdaq is underperforming today. So is it time to take profits? We’ll debate. Plus, private payrolls and ISM Services data both came in weaker-than-expected, just ahead of the all-important jobs report. Is Barry Sternlicht’s “serious recession” prediction close to coming true? We’ll discuss. And, one area of services not seeing prices softening is travel. But one analyst sees signs of slowing demand. He’ll join us to make his case, and provide his key names to watch.

Fed Pause Ahead?, Overseas Opportunities, and Hold on to Your Staplers! 4/4/23 Apr 04, 2023

Higher rates. Tighter lending. Huge deposit outflows. Will the Fed need to hike rates much further to fight inflation, or will a potential credit crunch do the trick? We’ll discuss. Plus, sentiment is at record bearish levels, according to Bank of America. But one of our strategists says pessimism is clouding investors’ vision. He’ll explain why he’s putting money to work overseas. And, Apple CEO Tim Cook will meet with lawmakers to talk China, Google is coming for employees’ staplers, and Jamie Dimon says AI is “critical” to JPMorgan’s success. We’ll tackle it all in ‘TechCheck.’

The Exchange: Recession Risk & Tech Trade Winners 4/3/23 Apr 03, 2023

Black Knight’s Andy Walden, VP of enterprise research, and CNBC’s Diana Olick, discuss affordability constraints weighing on market demand for housing, the weakening inventory for available homes, and buyers willing to return to the market as mortgage rates fall. CNBC’s Sharon Epperson discusses companies introducing financial literacy assistance programs for their employees, the power of financial literacy, and making financial education more accessible and available. Steven Wieting, chief investment strategist at Citi Global Wealth Management Investments, and Peter Boockvar, CIO at Bleakley Financial Group, discuss market expectations for Fed policy, gauging recession concerns, and dislocations in the market for banks. Mark Mahaney, head of Internet Research at Evercore ISI, discusses the tech trade winners, the strength of companies with regular product offerings, and cloud computing brands undergoing an optimization period.

The Fed’s Balancing Act, Wall of Worry, and Box Office Blues 3/31/23 Mar 31, 2023

A key inflation gauge shows prices are cooling. But are they cooling enough for the Fed to hit the brakes on interest rates? We’ll debate.

Plus, Citi apparently isn’t worried about a downturn, giving the U.S. a double-upgrade today. Are U.S. equities the place to be? We’ll ask our strategist.

And, we’ll look at big changes happening in Hollywood & the movie landscape, and see who’s best-positioned to benefit moving forward.

Is the Coast Really Clear?, Options Market Tea Leaves, and End of the ‘Safety Trade’? 3/30/23 Mar 30, 2023

Inflation overseas is falling sharply. The Nasdaq is up 20% from its lows. And oil is popping 6% this week. Is the market giving us the “all clear” signal, or not? We’ll debate. Plus, we’ll read the tea leaves in the options market, as trading activity picks up in the VIX and high-yield areas. And, health care is one of the worst-performing sectors so far this year, and our investor says the upside in big pharma is capped. He’ll tell us where else to find safety instead.

From the Desk of Kelly Evans: We are SO not out of the woods 3/30/23 Mar 30, 2023

Kelly explains why rosy data doesn’t mean we’ve avoided a looming economic downturn.

Anatomy of a Bank Run, Bigger is Better?, and Stocks vs. Bonds 3/29/23 Mar 29, 2023

It’s Day 2 for bank regulators on Capitol Hill. The biggest revelation so far? $100 billion was about to leave Silicon Valley Bank in a single day.

The digital age is changing the game for bank runs, and how to prepare for them. We’ll look at how regulators plan to address that.

Plus, our market expert insists the inflation downtrend is about to resume. We’ll ask what makes him so sure, and how he’s positioning as a result.

And, investors have been piling into treasurys this year. So has the trade become too crowded? One of our guests says “yes,” and will tell us what he’s buying instead.

Bank Regulators on the Hot Seat, A Bank for Gen Z?, and Dethroning King Dollar 3/28/23 Mar 28, 2023

Bank regulators are in the crosshairs of lawmakers who want answers on Capitol Hill today. How could Silicon Valley and Signature Bank fail so fast? And could it happen again? We’ll bring you the latest developments, and get reaction from one expert who was a financial regulator during a previous crisis. Plus, Morgan Stanley is hailing Block’s Cash App as the place where Millennials & Gen Z do all of their banking. The analyst behind that call joins us to make his case. And, we’ll explain why the dollar losing its special reserve status would actually be a good thing.

Banks Boost, Short Duration = Big Gains?, and SVB Collapse Hearing On Deck 3/27/23 Mar 27, 2023

More bank backstops came to light over the weekend, as U.S. officials reportedly considered expanding an emergency bank lending program. First Citizens Bank also swooped in to acquire SVB’s branches & deposits. And the flow of deposits out of regionals and into larger institutions has started to slow, too. Goldman’s Chief Political Economist joins us to discuss all of it. Plus, one strategist says he’s seeing strength in one part of the banking sector, along with European stocks and quality U.S. names. He’ll tell us which ones. And, the 2-day hearing on SVB’s collapse kicks off tomorrow. We’ll talk to House Financial Services Committee Member Jim Himes about which moves he’d like to see on the FDIC insurance front.

Bank Risks & Ripples: What the Fed Needs to Do and the Impacts on Autos, Clean Energy & Crypto 3/24/23 Mar 24, 2023

FT’s Gillian Tett says there won’t be a quick resolution to the current bank woes…and the Fed is not to blame.

The SEC recently warned Coinbase of securities violations, and one VC says he wants to see that fight make it all the way to the high courts.

Plus, as warnings of a credit crunch grow louder, we take a look at the names in the autos and clean energy sectors that can withstand that pain.

Done Raising Rates?, Health of Housing, and TikTok on the Hot Seat 3/23/23 Mar 23, 2023

Markets are rebounding on hopes that the Fed could be done raising rates. But would that mean they expect more pain ahead in the banking sector? We’ll discuss.

Plus, no further rate hikes should be good news for home buyers -- right? Not necessarily. We’ll dig into the divergence between yields & mortgage rates.

And, TikTok’s CEO is testifying Capitol Hill, reassuring lawmakers that the app isn’t a national security threat. We have the latest details, and implications for the social media landscape.

Walk Up to the Fed Decision: A Hike, A Pause or a Pivot? 3/22/23 Mar 22, 2023

Kelly’s Power Lunch co-host Tyler Mathisen joins us for a special Fed Edition of The Exchange an hour before Powell and company’s rate decision.

Bankrate’s Greg McBride joins us with the real-world impact of the fastest and steepest rate hikes in history and what another increase means for consumers.

House Financial Services member, and former community bank examiner, Rep. Blaine Luetkemeyer makes the case for regulators to temporarily backstop all bank deposits.

Plus, Former Atlanta Fed President Dennis Lockhart tells us what it’s like to be in the room when the Fed Committee meets to hash out a rate decision.

Hike, Pause or Pivot? Time to Strip the Fed? And Russia’s New Lifeline? 3/21/23 Mar 21, 2023

The highly-anticipated Fed meeting kicks off today and we’ll get you ready for all three possible rate scenarios--a hike, a pause or a pivot—and tell you how to position now.

And the Fed was left in charge of bank oversight after the Great Financial Crisis, but is the US banking system in better shape or is it just as dicey? Wharton Professor Peter Conti-Brown weighs in…and reveals why he’s getting closer and closer to suggesting the Fed should be stripped of that power.

Plus, China and Russia releasing a joint statement saying they will “deepen cooperation and trust” between their armed forces, but that they’re NOT forming a military-political alliance. The Atlantic Councils’ Fred Kempe begs to differ.

From the Desk of Kelly Evans: Deflation--Not Hyperinflation--Is The Real Risk Here 3/20/23 Mar 20, 2023

Kelly explains what the biggest risk to the Fed’s balancing act really is.

The Fed’s Dilemma, Bitcoin’s Big Moment, and Red Flags Ignored? 3/20/23 Mar 20, 2023

The latest FOMC meeting is set to kick off tomorrow. Will they hike, or will they pause? Are there even any good options here, as questions on the health of global banking remain?

We’ll speak with one economist who says the Fed should “pause” here, and another one who expects a “dovish hike.” They’ll each make their case.

Plus, Bitcoin continues to rally, back above $28,000 and surging to a 9-month high. We’ll speak with a leading crypto banker about whether or not this rebound is sustainable.

And, according to the Wall Street Journal, regulators had concerns about Silicon Valley Bank as far back as 2015. Greg Zuckerman co-wrote the story, and will join us with the details.

Why Pivot Talk is “Rubbish,” Muni Bond Red Flags, and the Bearish Options Signals 3/17/23 Mar 17, 2023

Jefferies’ David Zervos says despite the financial instability, the Fed will continue to tighten. He tells us why the talk of a pivot is “rubbish.” First Republic holds more than $19b worth of muni bonds…is the safety trade about to be shaken up amid the bank stress? Plus, more than 100m options contracts expire today, and while bearish signals are cropping up, there are still pockets of bullishness. Susquehanna’s Chris Murphy tells us where traders are seeing buying opportunities.

The Fed’s Next Move, The Banks & Housing, And a Capital Infusion for First Republic? 3/16/23 Mar 16, 2023

The European Central Bank going full steam ahead despite global banking turmoil….so did the ECB just set the tone for the Fed next week? We look at what to expect and how it may impact the economy and the markets.

Plus, contagion from the banks *TO* the housing market would turn the last crisis on its head, but that’s exactly what could happen here. We’ll explain why a failure at First Republic could be felt throughout the housing industry.

And speaking of First Republic…David Faber reporting that a group of financial institutions is in talks to give the battered regional bank a major capital infusion. We have the breakdown of who is involved and how much money is being talked about.

The SVB Fallout Continues 3/15/23 Mar 15, 2023

Another day of banking concerns is dragging down markets. Credit Suisse appears to be the latest bank on the brink, as the Saudi National Bank says it won’t provide it any more capital.

Investors here at home are hoping U.S. financials aren’t exposed to any counterparty risks here. We’ll tell you all you need to know, including how to protect your portfolio here.

The Problem with Pausing, Charles Schwab CEO, and Bet on Housing? 3/14/23 Mar 14, 2023

Wall Street is reeling from the bank collapses we’ve seen over the past week, with many now calling for the Fed to pause rate hikes as a result.

But former NEC Director Lawrence Lindsey warns that is the wrong response to what happened here. He’ll join us to make his case.

Plus, the CEO of Charles Schwab will join us exclusively to defend his banking strategy, and explain why Schwab won’t suffer a similar fate to Silicon Valley Bank.

And, plunging yields likely mean lower mortgage rates to come. Analyst Stephen Kim will join us with the housing stocks that could be a “buy” if rates stay lower.

The SVB Fallout 03/13/23 Mar 13, 2023

Both SVB & Signature Bank are now out of business, while First Republic has secured funding from J.P. Morgan & The Fed. A major issue has been the safety of accounts over the $250,000 FDIC cap. But President Biden had some encouraging words this morning, after the government announced a new facility that will offer 1-year loans to banks and pay them par for collateral like treasuries & mortgages to stem the tide. But big questions remain. Is there another shoe to drop in the banking sector? Should the government have stepped in? And could the Fed now pause or pivot as a result of this? We’ll debate, and tell you all you need to know.

The Fed & The Financials 3/10/23 Mar 10, 2023

Regulators just shut down Silicon Valley Bank, also known as ‘SVB Financial,’ in the largest U.S. bank failure since the 2008 financial crisis. Shares were halted all day long as the bank’s capital raise reportedly failed.

And yet because of the strong jobs report this morning, some folks are still saying the Fed should hike by another half point at its next meeting in 10 days. But should they actually be slamming the brakes?

We’ve got full team coverage of all that you need to know, and will explain what’s at stake for markets, the economy and your money.

Fed & the Financials, Biden’s Budget, and Labor Pains 3/9/23 Mar 09, 2023

Banks under pressure…two stocks in particular making news today. It’s for different reasons, but both highlighting concerns about the banking system. We have the names, and why our guest says you should buy them regardless.

Plus, President Biden unveils his budget plan. We look at what’s part of it, and how it sets the stage for a debt ceiling showdown.

And, he has unique insight into the labor market. As always, on the eve of the big report, Recruiter.com CEO Evan Sohn joins us with the trends he’s seeing, and what we should expect in the jobs number tomorrow.

Unnecessary Recession?, Rates & Real Estate, and “No Soft Landing” 3/8/23 Mar 08, 2023

It’s Day 2 on Capitol Hill for Jerome Powell, with more of the same message: the data will determine what the Fed does next.

Mohamed El-Erian says what comes next could very well be a Fed-made recession. Is he right? We’ll debate.

Plus, rising rates & a lack of inventory are resulting in stubbornly-high home prices. We’ll look at new data suggesting it’s not getting any better.

And, KBW warns a “soft landing” is now off the table. Their analyst will join us with names in banking, life insurance & REITs that are most exposed.

“Stay the course until the job is done” 3/7/23 Mar 07, 2023

Fed Chair Jerome Powell just wrapped up his semi-annual testimony before the Senate baking committee, saying the Fed will “stay the course until the job is done.”

That could include higher interest rates than previously anticipated, and a quicker pace of hikes. And that has stocks selling off today. We’ll tell you all you need to know.

Fed vs. Markets, Buy or Bail?, Bull vs. Bear 3/6/23 Mar 06, 2023

Stocks are higher, even as the yield curve flashes a worsening recession warning. Are investors growing complacent? Will Jerome Powell address it on Capitol Hill?

It’s a big week for the markets & the economy, and we’ll get you ready for it with how to be positioned for success.

Plus, the White House is expected to crack down further on investments in China, but details are scant. So should investors buy or bail? We’ll debate.

And, Amazon has underperformed the QQQs by 50% since its pandemic peak. Amid growing headwinds, how should you trade the stock? We’ll have a bull vs. bear debate.

Toss Out the Rules?, Risky Business, and the China Conundrum 3/3/23 Mar 03, 2023

Everyone’s talking about whether or not the Fed needs to take interest rates to 6% now. But what if even that number is too low?

According to the “Taylor Rule,” rates should be headed towards 10%. Is that really feasible? We’ll ask “Taylor Rule” creator John Taylor himself.

Plus, office REITs have been crushed by rising rates and slowing demand. But there’s one better positioned than the rest. We’ll reveal the name.

And, Kyle Bass is calling Xi Jinping’s latest moves “installing a war cabinet.” So should you stay away from investing in China? We’ll debate.

From the Desk of Kelly Evans: Should you rotate out of index investing? 3/3/23 Mar 03, 2023

Kelly explains why the traditional portfolio might not survive in this economic environment.

Data Delusion. Invest Overseas?, and “Burn the Boats” 3/2/23 Mar 02, 2023

Is the Fed making decisions based on increasingly imprecise jobs data? One of our guests says “yes.” We’ll look at the issues, and potential fallout for markets & the economy.

Plus, Europe has a major inflation problem. Experts have warned to stay away, but that’s not stopping our guests from investing there. They’ll tell us where they see opportunity.

And, Matt Higgins of RSE Ventures joins us in studio to talk about his VC investments, his new book, and whether Momofuku would ever go public.

The Exchange 3/1/23 Mar 01, 2023

Tesla holding its investor day, but could Tesla’s current competitive advantage become its weakness?

The long-time best-performer on the S&P citing forex headwinds in its Q4…we’ve got some names that hold up better during dollar dominance.

Plus, 15 ways to play AI from Bank of America.

From the Desk of Kelly Evans: Are rates now going to 6%? 2/28/23 Feb 28, 2023

Kelly explains why the Fed could continue tightening much, more more.

Ready For Prime Time, International Warning Signs?, and $400 Billion on The Docket 2/28/23 Feb 28, 2023

One of the few issues with bipartisan support in congress is heading for prime. Tonight will mark the first hearing from the House Select Committee on strategic competition between the U.S & China.

We’ll explain the key national security concerns at stake, and why the chief economist of the China beige book says these are baby steps in solving our problems.

Plus, China’s reopening is giving stocks in that region a boost, and sparking global growth hopes. But MKM’s Michael Darda disagrees. He’ll join us to explain why he’s skeptical on China, and Europe too.

And, $400 billion in student loan debt is in the crosshairs of the Supreme Court, with the first steps toward loan forgiveness now underway. We’ve got the latest details.

From the Desk of Kelly Evans: The small business problem 2/28/23 Feb 28, 2023

Kelly explains why the small business boom may be coming to an end, and what that means for the broader economy.

The Read on Rates, and No Pause, No Problem? 2/27/23 Feb 27, 2023

Do rates actually matter to the stock matter anymore? One of our guests says “yes,” and that yields need to stop rising to trigger a new bull market.

But our own Michael Santoli says it doesn’t quite work like that. He’ll join us to explain why, and make his case.

Plus, why have markets and the economy held up so well in spite of these massive Fed hikes? David Zervos of Jefferies has a theory on that. Here’s a hint: it equals about 40% of GDP.

Full Attack Mode?, Fed Fallout, and 3 Buys & A Bail: AI Edition! 2/24/23 Feb 24, 2023

Inflation was trending lower…until today. So will the Fed now shift to full ‘attack mode?’ We’ll explore all the scenarios, and what they mean for markets & the economy.

Plus, what would ‘attack mode’ do to housing? New home sales just hit their highest level in nearly a year, but could the Fed kill that momentum? We’ll discuss.

And, Wall Street has been loving AI stocks lately. But how do you separate real promise from hype? We’ll look at some not-so-obvious ways to play AI technology.

No more Doves, The China Divide & The Nat Gas Collapse 2/23/23 Feb 23, 2023

It’s just hawks and more hawks at the Fed now…so how much higher will rates go? How fast will the Fed get there? And what does it mean for the markets? We’ll debate.

Plus, with the reopening underway, is now the time to invest in China? Foreign policy experts and investors disagree. We’ll speak to one long-time China watcher who really surprised us the last time he was on the show.

And, natural gas prices have plunged since September. We look at what’s driving the declines and when consumers could see lower heating bills.

Who’s backing Bullard?, “Money Illusion”, and Wings & Inflation 2/22/23 Feb 22, 2023

St. Louis Fed President James Bullard just reiterated his call to hike rates north of 5% to beat inflation. How many other Fed officials agree? We’ll set you up for Fed minutes due out shortly, which could give us a clue.

Plus, one expert says high inflation is leading some companies to suffer from “money illusion”…and it’s one reason why layoffs haven’t hit just yet. We’ll look at what that means for markets.

And, shares of Wingstop are soaring nearly 10% after earnings. We’ll talk to the CEO about the disinflation he’s seeing. And we’ll also hear from the Travel + Leisure CEO about the high demand he’s still seeing, too.

From the Desk of Kelly Evans: The stimulus is still happening 2/22/23 Feb 22, 2023

Kelly explains why Covid-era stimulus spending is still effecting consumers & the economy today.

State of the Consumer, Bet on the Bulls, and Rates, Retail & Risk-On 2/21/23 Feb 21, 2023

Walmart & Home Depot have both given disappointing outlooks for the year. Walmart’s CFO warns the consumer is “very pressured.” We’ll speak with an expert who says there will be no “landing” for the economy until there’s a hard landing.

Plus, why has none of this been bad news for the stock market today? We’ll speak with an expert who insists the 2023 rally can continue, despite today’s sell-off. He’ll answer some viewer questions, too.

And, it’s all about rates, retail and risk-on in a fresh edition of ‘Earnings Exchange.’ We’ll give you the action, the story and the trade in TJX Companies, Toll Brothers & Coinbase ahead of results.

From the Desk of Kelly Evans: Do rates need to go much (much) higher? 2/21/23 Feb 21, 2023

Kelly explains why the recent market rally shouldn’t be taken lightly.

From the Desk of Kelly Evans: The long, long wait for recession 2/17/23 Feb 17, 2023

Kelly explains why just because it’s taking a while, doesn’t mean a recession is off the table.

From the Desk of Kelly Evans: What is the CPI report telling us? 2/17/23 Feb 17, 2023

Kelly digs into the details of the latest inflation report.

From the Desk of Kelly Evans: Why haven't there been more blowups? 2/17/23 Feb 17, 2023

Kelly highlights how data continues to hold up relatively well, despite the Fed’s massive tightening strategy.

The Fed’s Next Move, Buy The Dip?, and “Shop or Drop” 2/17/23 Feb 17, 2023

Is a half point rate hike now in play? Two Fed officials are making the case for it. But one of our guests says things aren’t as strong as they seem. He’ll join us to explain where he sees the Fed heading next. Plus, our market expert says if you think the recent rally is premature…it’s not! He says it all makes perfect sense, and he’ll join us to explain why & what he’s buying here. And, retail heavyweights like Walmart and Home Depot are set to report earnings next week. We’ll look at 4 names in the space to “shop or drop” ahead of results.

From the Desk of Kelly Evans: The State of the Union 2/16/23 Feb 17, 2023

Kelly highlights some encouraging things happening in the economy in the long-term.

Taking A Breather, “Volmageddon 2.0,” and 3 Rates & The Consumer 2/16/23 Feb 16, 2023

Inflation is still hot. Labor is still tight. Housing is firmer than expected, and manufacturing is doing worse. The markets are taking a breather as a result. So where do we go from here? We’ll debate.

Plus, the options market is flashing a major warning sign. Are we heading for “Volamageddon 2.0”? We’ll look at what it is, and whether it really matters to equity markets.

And, rates are jumping for everything from auto loans to credit cards, just as card balances reach a post-pandemic high. How much longer is this sustainable? We’ll explore.

Retail Detail, Travel Trade, and Earnings Exchange 2/15/23 Feb 15, 2023

The latest CPI print showed inflation is still high, and yet new retail sales numbers show consumer spending is still strong! Is the U.S. consumer simply unflappable? We’ll debate.

Plus, travel is one area of the economy still going strong. Choice Hotels just delivered a blockbuster report and guidance. The CEO will join us live with key consumer trends he’s seeing.

And, 3 big momentum stocks are set to report results tonight. We’ll give you the action, the story and the trade in Roku, Shopify & Zillow in ‘Earnings Exchange.’

The “Unresolved Tensions” Trade, Inflation Situation, and Earnings Exchange 2/14/23 Feb 14, 2023

Stocks are under pressure after today’s hotter-than-expected CPI print. A 5-star fund manager will join us to reveal his “tensions” trade, and names that could be resilient in the face of sticky inflation.

Plus, we’ll do a deep dive into the CPI report, including what it means for the Fed’s tightening strategy, the path of the economy and your money.

And, we’re not done with Earnings Season just yet. We’ll give you the action, the story and the trade in Airbnb, Taylor Morrison Home & Generac ahead of results on deck.

Bracing for CPI, High Altitude, High Stakes?, and Health of Housing 2/13/23 Feb 13, 2023

Stocks are shaking off their CPI jitters, with the big inflation report due out before the bell tomorrow morning.

Will it show inflation re-accelerating, or give the Fed some breathing room? We’ll explore what’s at stake for your portfolio.

Plus, we’ve now reached 4 unidentified objects shot down from our skies in 9 days. We’ll look at the companies involved in this unprecedented defense response.

And, is the spring selling season already off to a decent start for real estate? We’ll dive into the trends on the ground, and the data pointing to ‘yes.’

Betting On The Consumer, Renting, Buying & Building, and 3 Buys & A Bail 2/10/23 Feb 10, 2023

Don’t underestimate the American consumer. Sentiment continues to improve, and one of our experts sees continued resiliency despite rising rates. She’ll reveal the names she’s buying because of it.

Plus, the great question for this Spring is: how will the housing market fare? We’ll drill down on 3 keys area of real estate, and what they mean for prices, inflation and housing stocks.

And, we’re counting down to the big game this Sunday. We have a special ‘3 Buys & A Bail’ with the companies set to spend big on ads this year, and who could win the night.

The Data Disconnect, “The Proxy Fight is Over,” and “MIFTs” 2/9/23 Feb 09, 2023

The 2/10 yield curve is the most-inverted it’s been in 40 years, but the jobs market is incredibly strong…we dig into what the data disconnect means for the markets. Disney reveling its restructuring plan in its earnings release, prompting activist Nelson Peltz to declare “the proxy fight is over.” David Faber interviewed Disney CEO Bob Iger about those plans and joins us to discuss the future of the media giant. Plus, lithium gets most of the attention when it comes to EV batteries, but don’t sleep on the so-called MIFTs; they could be poised for a breakout.

“Time To Play Offense”, What’s The Plan?, and “A+” for AI 2/8/23 Feb 08, 2023

Stocks are off to a hot start in 2023, and that has one expert saying it’s “time to play offense.” But how long can that strategy work when the economy is slowing? We’ll ask.

Plus, all eye are on Disney ahead of its earnings tonight. What’s the plan now that Bob Iger is back at the helm? We’ll ask one of the biggest bulls on the street what he wants to hear.

And, on a day where investors are giving Google’s AI efforts a poor grade, one expert claims the technology can actually help kids more than hurt when it comes to education. He’ll join us to explain why.

From the Desk of Kelly Evans: How can margins NOT collapse? 2/8/23 Feb 08, 2023

Kelly explains why you can’t have higher wages and rising corporate profits in this economy.

Disinflation Situation, and Microsoft’s A.I. Ambitions 2/7/23 Feb 07, 2023

Federal Reserve Chair just finished his live speech at the Economic Club of Washington, where he confirmed disinflationary process has begun. We’ll recap all the major points, and what they mean for you & your money.

Plus, Microsoft’s big A.I. is now underway. CEO says A.I. is going to reshape everything in the software space. We’ll discuss what’s at stake for the company and the future of big tech.

Fed Up!, Rising Tensions, and Earnings Exchange 2/6/23 Feb 06, 2023

Last week’s smaller rate hike from the Federal Reserve already didn’t sit well with former Fed Governor Lawrence Lindsey. And then came the shockingly good jobs report.

Lindsey now says Jerome Powell needs to give the market a “slap” – and not just a warning. He’ll join us to make his case, as we gear up to hear from Powell again tomorrow.

Plus, tensions between the U.S. and China are rising, after a suspected “spy balloon” floated across the country, leading to a cancelled diplomatic meeting. We’ll look at the potential economic fallout.

And, we’ll tell you all you need to know about Pinterest, BP and Royal Caribbean ahead of results on deck in a fresh edition of “Earnings Exchange,” as worries about corporate profit margins grow.

Is “Good News” Now Good News?, Apple’s Rough Report, and Media Momentum 2/3/23 Feb 03, 2023

We just got a blockbuster jobs report, and markets are taking it in stride. So is “good news” truly good news now? Or could the Fed apply a bigger brake and put a stop to the 2023 rally? We’ll debate.

Plus, Apple just reported its biggest quarterly revenue decline since 2016. And CEO Tim Cook says he sees more pain ahead. So why is one of our guests still bullish? He’ll join us to make his case.

And, media stocks have been on fire so far this year. And the names leading the pack may just surprise you. We’ll look at what’s behind the gains, and whether they can keep rallying from here.

From the Desk of Kelly Evans: "It always looks like a soft landing at first" 2/2/23 Feb 03, 2023

Kelly explains why investors flooding back into “risk-on" might be in for a rude awakening.

Risk-On Back On?, Buy or Bail, and Tech-Tonic Shifts 2/2/23 Feb 02, 2023

Tech stocks are going bonkers again, led by Meta and helped by both earnings and the Fed. Can the rally keep going when Apple, Amazon and Alphabet report tonight? We’ll tell you the key things to watch. Plus, Ray Dalio warns we’re on the brink of economic war with China. But one of our guests says if you’re looking for opportunity in equities, China is the place to be. He’ll reveal what he’s buying. And, on-shoring supply chains, and off-shoring talent. We’ll look at how technology is changing how companies work, who they hire, and where their workers are with XPRIZE CEO Peter Diamandis.

The Market Disconnect, Debt Dilemma, and Housing Headwinds 2/1/23 Feb 01, 2023

We’re just an hour away from the Fed’s latest rate decision, with some big implications for your money. Markets are already gearing up for a pause or pivot later in the year, and yet the Fed remains hawkish. We’ll explore why that divide could grow even wider. Plus, all of the Fed’s rate hikes have pushed credit card rates to record highs. One industry watcher expects them to top 20% after today. And now the White House is trying to cut consumers a break. We’ll bring you the latest details. And, mortgage demand continues to plunge, and yet homebuilder stocks are actually holding up quite well. What might happen after today’s expected rate hike? We’ll debate.

Countdown To The Fed, Health of the Consumer, and Dis-AD-Vantaged? 1/31/23 Jan 31, 2023

We’re just over 24 hours from the latest Fed decision on interest rates. We’ll look at what the market wants…why the Fed will likely ignore it…and when the gap between the two could finally close. Plus, shrinking cash hoards, bloated inventories and falling profitability. We’ll look at which retailers are best & worst positioned as the consumer begins to wobble. And, speaking of wobbling – what’s going on with digital ad spending? We’ll look at whether competition – or recession – is the real reason large cap names have been struggling.

From the Desk of Kelly Evans: Hikes? How about rate CUTS 1/30/23 Jan 31, 2023

Kelly explains why the Fed might be closer to cutting interest rates than it might believe.

The Biggest Labor Problem Facing the Fed, The Busiest Week of Earnings, and The Return of the Tesla Short 1/30/23 Jan 30, 2023

Apollo’s Torsten Slok reveals the biggest labor challenge facing the Fed that no one is talking about. The action, the story, the trade on Caterpillar, NXP, and McDonald’s ahead of earnings. And Carter Worth called the drop in Tesla back in June, why he’s getting bearish after saying to “nibble long” in December. Plus, the Super Bowl Indicator—can you trust it?

Growing or Slowing?, Chips In The Wrong Basket?, and 3 Buys & A Bail: Buyback Edition 1/27/23 Jan 27, 2023

Is the economy growing, or slowing? There hasn’t been this much confusion over economic data since…last year. So which way does the Fed see things right now? We’ll debate. Plus, Intel is selling off after a brutal earnings report. This as lawmakers in Washington are spending billions to benefit it. Did DC back the wrong horse? We’ll explore. And, stock buybacks tend to make Gina Sanchez’s skin crawl…but there are exceptions! She’ll reveal 3 buybacks you should like, and one to bail on here.

From the Desk of Kelly Evans: Mission accomplished? 1/27/23 Jan 27, 2023

Kelly explains why there may finally be enough incentive for the Fed to pause hiking.

Buyback Outrage, Don’t be Fooled!, and Don’t Bet On Bargains 1/26/23 Jan 26, 2023

Chevron’s massive stock buyback is the talk of the day. Investors are loving it, while the White House is taking issue with it. We’ll bring you the story, the controversy and the trade. Plus, today’s econ data might suggest the economy is doing just fine. But don’t be fooled! We’ll look at why the Fed isn’t likely to slow down yet, and how you can position in the meantime. And, housing is one area that is indeed seeing a slowdown. But if you’re in the market and hoping that spells a good deal, we’ll speak with an expert who says don’t get your hopes up too high.

From the Desk of Kelly Evans: Don't let them fool you 1/26/23 Jan 26, 2023

Kelly explains why some economic data still remains troubling.

Microsoft Landing?, International Flavor, and Tesla’s Rough Ride 1/25/23 Jan 25, 2023

Microsoft is weighing on the broader markets today, though stocks are off the lows as it sets in that its quarter wasn’t as bad as some feared. And while Microsoft can’t control enterprise spending, they can invest heavily in growth technologies like AI. Does that make it a ‘buy’ here? We’ll debate. Plus, as we move through a choppy earning season, are you wasting time investing in the U.S.? We’ll speak with an expert who sees more upside in International stocks. And, Tesla earnings are on deck. We’ll be joined by the analyst who thinks the stock could go to $425 per share – but for a different reason than you might expect.

From the Desk of Kelly Evans: This is really bad timing for a debt ceiling fight 1/25/23 Jan 25, 2023

Kelly explains why a debt ceiling fight in Congress could have far-reaching consequences.

Sell till Summer?, Cloud Concerns, and “Egg-cellent” Picks 1/24/23 Jan 24, 2023

Stocks are giving back yesterday’s gains, and one of our experts is hardly surprised. He says to sell any rally until at least the summer. He’ll join to explain why. Plus, everyone is bracing for tonight’s earnings from Microsoft. We’ll tell you what to look for, and how to position ahead of the big report. And, sky-high egg prices could be a tailwind for one key group of stocks. We’ll reveal the names, and tell you which are most attractive here.

A Fed Pause? ‘More Concerned than Ever About China,’ and The Great Tech Reckoning 1/23/23 Jan 23, 2023

Noted economist Paul McCulley tells us why a pause in Fed rate hikes would be ‘fully justified.’ Yale’s Stephen Roach is more concerned about China than he’s ever been. And layoffs, AI, search battles, oh my…we dig into the reckoning in tech and what’s next for the likes of Google and Microsoft.

From the Desk of Kelly Evans: "Leading" us right over a cliff 1/23/23 Jan 23, 2023

Kelly explains why this week’s economic indicators report could spell big trouble ahead for the economy.

Follow the Fed Speak, Big Tech Jobs Cuts, and Savings Down, Debt Up 1/20/23 Jan 20, 2023

It’s been a big week of Fed speakers dominating headlines, and we’re not done yet. Federal Reserve Governor Christopher Waller is speaking today at the Council of Foreign Relations, and we’ll bring you the key headlines. Plus, Alphabet is joining the list of big tech giants announcing job cuts, set to lay off 12,000 workers. We’ll explore what it all means for the sector after a rough year in 2022. And, the U.S. personal savings rate has plummeted from pandemic-era highs, while household and credit card debt soar to new records. We’ll explain why 2023 could be a rough year for consumers.

Emerging Opportunities, the Fed’s Pedal to the Metal, and Three-peat for Oil? 1/19/23 Jan 19, 2023

With inflation slowing, but sticking around here in the US, should investors look overseas? Why Europe is beginning to look attractive—and why the Fed needs to pause rate hikes, according to one bond investor. Plus, oil was the top performing sector for two years in a row, could 2023 be a record three-peat? Amrita Sen weighs in with why she’s bullish.

Dollar Doldrums, The Next Big Vaccine Race, and Debt Ceiling Showdown 1/18/23 Jan 18, 2023

The Bank of Japan is standing pat on its yield curve control policy, and that’s reverberating throughout global markets. We’ll drill down on the decline in the dollar, and the stocks poised to benefit here. Plus, Moderna’s RSV vaccine efficacy is driving the stock higher, and setting the stage for a new post-Covid battleground. We’ll speak to an analyst who says this could be a game changer for $MRNA shares. And, the U.S. is poised to hit its debt ceiling tomorrow, much sooner than expected. And a showdown in Washington could come at a high cost. We’ll look at the potential fallout for markets & the economy.

Worst Miss In A Decade, Growing Pains, and Wings, Wheels & Deals 1/17/23 Jan 17, 2023

Big banks are back in the spotlight today, with Morgan Stanley & Goldman Sachs reporting earnings. And both stocks are taking off in opposite directions. Goldman seeing its biggest miss in a decade…while Morgan topped estimates and reported record wealth management revenue. We’ll break down all the headlines. Plus, a slowing economy, slowing population growth, and a resurgence in Covid cases. We’ll give you the latest news out of China, including what it all means for investing there. And, we’ll give you the action, the story and the trade on United Airlines, J.B. Hunt & Prologis ahead of results on deck in ‘Earnings Exchange.’

Growing or Slowing?, Risk Trade Returns, and 3 Buys & A Bail 1/13/23 Jan 13, 2023

Different data points are giving you very different stories about the economy right now. So are we growing, or slowing? We’ll debate. Plus, speaking of which -- “Meme Stocks” are back! Is that a red flag for investors, or a green light for stocks? We’ll ask our experts. And, on the heels of Disney’s proxy fight, we have a very special edition of “3 Buys & A Bail” that you won’t want to miss.

From the Desk of Kelly Evans: The Fed pause is nearly at hand 1/12/23 Jan 12, 2023

Kelly explains how a Fed policy pivot could be just around the corner.

Fed vs. Markets, “Lost Its Way”, and the Bank Barometer 1/12/23 Jan 12, 2023

Is a Fed pause now just around the corner? Markets already seem to be coming to that conclusion, and now some FOMC members are signaling it too. We’ll debate. Plus, activist investor Nelson Peltz wants a seat on Disney’s board, saying the company has “lost its way.” We have the latest details, and what it means for the stock. And, bank earnings are on deck, with a much-needed pulse on the economy incoming. Will it expose cracks, or continued strength? We’ll look at what to expect.

From the Desk of Kelly Evans: Here comes the headfake 1/12/23 Jan 12, 2023

Kelly explains why the Fed might not be as hawkish as it seems to be.

FTX Fallout, Bailing on a Bailout, and an “Extraordinary” Outage 1/11/23 Jan 11, 2023

FTX is back in bankruptcy court today, as company lawyers claim they’ve recovered over $5 billion worth of ‘liquid’ assets. But that still leaves them about $3 billion short of what customers are owed. We’ve got the latest details. Plus, remember when FTX wanted a bailout? Apollo was one of the firms they turned to. We’ll ask its Co-Head of Private Equity why they ultimately passed on that opportunity. And, another week, another airline mess – this time, an FAA outage grounding flights nationwide. We’ll check in with a veteran pilot who says what we’re seeing today is simply “extraordinary.”

From the Desk of Kelly Evans: Do they see what we see? 1/10/23 Jan 10, 2023

Kelly opines on the Fed’s difficult balancing act for 2023.

Data Disconnect, Pockets of Opportunity, and Taking (A.I.)M 1/10/23 Jan 10, 2023

Inflation is receding. Jobs & GDP are growing. Even jobless claims are relatively low. And yet, yield curves are flashing a huge warning sign that a downturn is coming. So why isn’t the Fed acknowledging it? We’ll debate. Plus, if you’re looking to deploy some cash in this market, we’ll speak with an expert who says there are 2 sectors to bet on and 2 stocks to buy right now. And, Microsoft is reportedly making another big bet on OpenAI’s ChatGPT program. But so are hackers. We’ve got the latest details.

Fed Faux Pas?, Policy Problems, and Far To Fall? 1/9/23 Jan 09, 2023

Despite myriad signs the economy is slowing, the Fed remains on a pre-set hawkish course. So should they switch and start pausing rate hikes? We’ll reveal the one data point flashing a big warning sign. Plus, the House finally has a Speaker! But the concessions made to get there may not bode well for business. We’ll tell you all that you need to know. And, Apple shares have been a stubborn weak spot in the market lately. But Toni Sacconaghi of Bernstein says they’re still too pricey. He joins us to explain why.

Job Market Relief, Biogen’s Big Bet, and Stop Trying to Beat the Market! 1/6/23 Jan 06, 2023

Stocks rallying after wages in December grew at a slower than expected rate. We dig into what it means for the Fed and your money. The FDA expected to decide on Biogen’s second Alzheimer’s treatment, Jefferies’ analyst Michael Yee tells us what makes this drug different than its maligned first drug Aduhelm. Plus, “A Random Walk Down Wall Street” 50 years later. Wall St. legend Burt Malkiel makes his case for passive investing and why investors shouldn’t trust historic returns…especially now.

From the Desk of Kelly Evans: The end of FA(A)NG 1/4/23 Jan 04, 2023

Kelly explains why the FANG trade has finally fizzled out.

Fed Minutes on Deck, DC Dysfunction, and a Stock Picker’s Dream? 1/4/23 Jan 04, 2023

It’s the countdown to the Fed Minutes and everyone is wondering whether there will be signs of a fracture about what the Fed should do next. We’ll get you set up and run through the latest jobs and inflation numbers. Plus, more DC drama as the GOP struggles to elect a House Speaker. We look at why this could set the stage for two years of tail risk, and the potential fallout for the economy and the markets. And, speaking of markets, if you’re stock picker, you can get some high quality names at bargain prices right now. Our market guest brings four of his favorites…and there’s a twist.

From the Desk of Kelly Evans: What if the Fed jacked rates up? 1/3/23 Jan 03, 2023

Kelly explains why the effects of the Fed’s tightening in 2022 could finally start to be felt throughout the economy in the new year.

Bulls or Bears?, The Case for Commodities, and A Rough Ride 1/3/23 Jan 03, 2023

Last year was miserable for stocks. And so far, this year is too. One expert says it won’t get better right away, either. But he’s finding opportunity in the wreckage, and one of his top picks is quite contrarian. He’ll join us to explain why. Plus, one oil bull is remaining steadfast. Jeff Currie of Goldman Sachs joins us to explain why he thinks the set-up for commodities could be the best since the start of the ‘super cycle’ in 2020. And, Tesla’s latest deliveries fell short of expectations, and the stock is now down by more than 70% in the past year. So when will Wall Street finally throw in the towel? We’ll speak to an analyst still rating $TSLA a ‘strong buy.’

From the Desk of Kelly Evans: If Anyone Utters the Following Phrases… 12/30/33 Dec 30, 2022

Kelly discusses predictions about the stock market for 2023...and whether anybody actually knows anything.

Bringing the Bulls Back, Energy’s Huge Year, and the Ad Spending Slowdown 12/30/22 Dec 30, 2022

All three major averages on pace for their worst year since the Great Financial Crisis, but there’s one thing that could bring the bulls back, says Potomac Wealth Advisors’ Mark Avallone. Energy the only sector to end the year in the green, up 58%, but that run could be poised to end. We tell you why. And the ad spending slowdown wreaking havoc across media of all stripes, will 2023 bring more pain? A digital ad exec weighs in. Plus, Art Cashin returns to the NYSE floor for a New Year’s tradition!

Ride the Rally?, Reopening Wreckage, and the Debut Doldrums 12/29/22 Dec 29, 2022

Stocks are higher today, nearly erasing this week’s losses for the Dow and S&P 500. But with the 2-year yield climbing back toward 4.4%, are short-term bonds the better bet? We’ll explore. Plus, Goldman Sachs warns that China’s earlier-than-expected reopening could actually disrupt the supply chain even further. We’ll dig into the potential economic fallout. And, 2022 was the worst year for IPOs in more than 3 decades. We’ll ask an expert why he believes 2023 may not be an better.

From the Desk of Kelly Evans: The $12 trillion that vanished 12/28/22 Dec 28, 2022

Kelly highlights the vast amount of wealth erased by stock market and other losses this year.

Travel Trauma, “Ridiculously Overvalued”, and a Power Shift 12/28/22 Dec 28, 2022

Thousands of travelers are still stranded, as Southwest flight cancellations near 16,000 in the past week. We’ll get the latest details, and tell you which stocks are most affected. Plus, Tesla is having its worst month…quarter…AND year on record. But one investor say it’s still not cheap! He’ll tell us why, and which names he’s buying here too. And, forget the “Great Resignation”…2022 was the year of “Great Regret.” So what kind of job market are we heading into next year? Our own Sharon Epperson brings us the verbal cues.

From the Desk of Kelly Evans: The actual biggest story of the year 12/28/22 Dec 28, 2022

Kelly highlights an emerging technology that could upend society as we know it.

Peak Inflation?, Easing in China, and 6 Reasons to Buy Apple 12/27/22 Dec 27, 2022

Bond yields are on the rise to start this shortened trading week. But why are they up so much if all the talk is about inflation “peaking”? We’ll explore. Plus, China is easing Covid policies, and even welcoming travelers as a way to boost its economy. We’ll discuss the ripple effects for the global market. And, 2022 has been a sour year for Apple, with shares falling more than 25%. But Citi has 6 reasons it could trade higher next year. The analyst behind the call joins us.

From the Desk of Kelly Evans: How much would you pay for Sunday Ticket? 12/27/22 Dec 27, 2022

Kelly explains what’s at stake for YouTube’s quest for the NFL Sunday Ticket.

From the Desk of Kelly Evans: Uh oh...tokens ARE securities 12/27/22 Dec 27, 2022

Kelly explains the ramifications of regulators classifying crypto tokens to be securities.

From the Desk of Kelly Evans: The Do's and Don'ts of Regulating Crypto 12/23/22 Dec 24, 2022

Kelly explains the difficult tightrope of trying to regulate crypto industry.

Macro Confusion, Bet On Tech?, Tesla’s Tough Ride 12/23/22 Dec 23, 2022

We’re seeing some macro confusion for the markets, as inflation has come down, yet not down far enough. While growth is also slowing, but apparently not by enough. So how do you position here? We’ll explore. Plus, speaking of confusion – what are semiconductor stocks signaling right now? And should you scoop them up to lead a Tech comeback in 2023? We’ll ask our experts. And, long-time Tesla bull Dan Ives just lowered his price target on the stock, saying Elon Musk is asleep at the wheel. But he’s still a buyer! He’ll join us to make his case.

Market Selloff, FTX Fallout, and Storms & Stocks 12/22/22 Dec 22, 2022

David Tepper was famously long on the Fed-driven market of the last decade. But now, he says he’s “leaning short” on stocks because of it! We’ll look at why, and whether he’s right. Plus, we have more details on the FTX bankruptcy scandal, and its impact on the entire crypto space. We’ll speak with one expert who remains bullish on the space, and will explain her case. And, from a ‘perfect storm’ in the retail sector, to an actual storm that could derail your travel plans, we’ll hear from retail legend Mickey Drexler about all of that.

Fed vs. The Market, State of Housing, and Reworking Retirement? 12/21/22 Dec 21, 2022

Stocks are getting a lift from better-than-expected earnings today. Consumer confidence also beat expectations. But housing is stuck in a deep freeze, and the Fed and markets are still on 2 different pages for 2023. We’ll explain why, and what it means for you. Plus, rising rates have crushed mortgage lenders. The CEO of Rocket Companies joins us to discuss what his company is doing to soften the blow. And, there could be big changes coming to your 401k, courtesy of Congress and its $1.7 trillion funding bill. We’ll tell you all you need to know.

Jolt from Japan, Count on the Consumer?, and Shipping & Shoes 12/20/22 Dec 20, 2022

Investors got an early morning shocker from Japan. We’ll explain why it has rates climbing globally, and whether or not it means central banks are losing their grip on markets. Plus, Carter Worth warned us away from high-flying consumer stocks yesterday. But today, we’ll hear from another investor who says it’s time to bet on the consumer in 2023. And, 3 months ago FedEx kicked off a market scare by warning of a global recession. As they get to report earnings again today, what should investors brace for now? We’ll explore that & Nike earnings on deck in ‘Earnings Exchange.’

From the Desk of Kelly Evans: Do you wait for the labor market to soften...or not? 12/19/22 Dec 19, 2022

Kelly explains why the Fed has a difficult balancing act ahead in 2023.

Tech Turnaround?, Wining Ticket?, and “Chart of the Year” 12/19/22 Dec 19, 2022

We’re kicking off a new week with stocks trading a bit heavy. The Nasdaq is down more than 1% today, and 30% this year. But we’ll hear from one investor who thinks that will turn around in 2023. Plus, Apple has reportedly dropped out of the bidding for the NFL’s ‘Sunday Ticket’ package. So who will get the rights? We’ll bring you that, plus other media predictions for the new year. And, Carter Worth joins us to reveal his chart of the year for 2022…plus a stock he sees going up from here in 2023. Don’t miss it.

From the Desk of Kelly Evans: The "white collar" recession 12/16/22 Dec 16, 2022

Kelly explains why a recession could actually be better for so-called “blue collar” workers than others.

What the Fed Needs to Do, The Witches Come to Town, and a Discounter's Affluent Bet 12/16/22 Dec 16, 2022

While inflation may be cooling, one top economist sees a bigger problem the Fed needs to tackle to get the economy back on track. The biggest options expiry in two years...we read the sentiment tea leaves to see if Santa Claus is coming to Wall Street this year. Plus, an inside look at Dollar General's big bet on the affluent consumer.

From the Desk of Kelly Evans: There Is An Alternative 12/15/22 Dec 15, 2022

Kelly explains why for the first time in a long time, the “TINA” trade is offering real returns.

Market Sell-Off, Airlines Ready for Takeoff?, and Office Space 12/15/22 Dec 15, 2022

It’s an ugly day for stocks, as the hawkish Fed was followed by bad data on retail sales & manufacturing. As the disconnect between the Fed and markets grows: who’s got it right? And how do you position from here? We’ll tackle it all. Plus, we’ve had a ton of great news for the airlines lately. So why aren’t investors buying in? We’ll debate whether or not the market is too bearish, and will get some top picks for 2023. And, Don Peebles called the impending carnage in office real estate months ago…but called it a big opportunity, too. He joins us with an update as REITs remain a pressure point in the market.

Countdown to the Fed 12/14/22 Dec 14, 2022

We’re just an hour away from the latest Fed decision on interest rates, and markets are expecting a half-point hike. But will it seal the deal on a recession? Or will the FOMC hand us a dovish surprise? We’ll explore all that’s at stake, and what it means for you & your money.

What’s next for the Fed? 12/13/22 Dec 13, 2022

The Dow was flying high after today’s cooler-than-expected CPI report first came out. But it’s now turned negative, giving up a more than 700 point gain. With the next Fed decision in just 24 hours, what does it say that we can’t hold this rally up? We’ll explore, and explain what it all means for you and your money.

Not coming to the rescue?, “welcome home!”, and crypto’s big day 12/12/22 Dec 12, 2022

If the economy does head into a recession, it will be unlike many we’ve seen before in one important way: the Fed can’t come to the rescue like it usually does. We’ll look at why, and what it could mean for markets. Plus, the housing market is getting a bit of a reprieve, as mortgage rates pull back from their highs. So why aren’t more buyers ready to jump in? We’ll explore. And, Sam Bankman-Fried is set to testify before Congress tomorrow, as investors flee the crypto space. The CEO of Strike will join us with what he thinks investors are getting wrong here.

Soft Landing?, Game On!, and Wine Time? 12/9/22 Dec 09, 2022

Stocks have turned higher on the day, but are still lower for the week. And the Fed’s next decision on rate hikes is just a few days away. Can they still engineer a soft landing? Or is a recession unavoidable? We’ll debate. Plus, it’s “game on” for Microsoft in its battle against the FTC. We’ll explain what the government’s tougher stance means for the future of M&A. And, we’re continuing to look at other ways to invest, turn a profit and maybe have some fun too. Today we’re focusing on wine & whiskey, and you won’t want to miss it!

Pump Prices Plummet, Tesla Breaks Down, and Hot Dogs, Sofas & Yoga Pants 12/7/22 Dec 08, 2022

There’s been a spectacular collapse in oil prices this year, as crude hovers just over $72 per barrel after a 10% drop in the past week. Gas prices are also plunging, heading below $3 per gallon across the country. And yet the Energy sector is still up 50% this year. Is it time to bail? We’ll debate. Plus, the plunge in fuel prices has been another headwind for shares of Tesla, which is down more than 50% this year. Do the charts suggest it’s about to take off again? We’ll check.And, there’s some key earnings on tap, with Costco, RH & Lululemon all out with results after the bell. We’ll give you the action, the story and the trade on each in Earnings Exchange.

Faith in the Fed?, Retail Resurgence and Bull vs. Bear 12/7/22 Dec 07, 2022

Better news on inflation has yields down and stocks up. Jefferies’ David Zervos says the worst is now over, and the Fed’s credibility also remains intact. He’ll join us in studio to make his case. Plus, Academy Sports + Outdoors is up double digits after earnings today. The company’s expansion plans are also in full swing, despite recession fears. The CEO will join us to explain what’s working. And, Amazon is the only mega cap stock that’s negative over the past month, and it’s lost half of its value this year. Is this an opportunity to buy in? We’ll have a bull vs. bear debate.

Investing for 2023, the Housing Slowdown, and a Crucial Race 12/6/22 Dec 06, 2022

Stocks are lower again today, as key yield curves keep getting more deeply inverted. J.P. Morgan CEO Jamie Dimon says we’ve never lived through a time like this. So how should you invest? We’ll ask an expert. Plus, the housing market is rapidly slowing, and the CEO of Equifax says we’re already in a mortgage recession. We’ll dive into the data, and explain just how quickly things have changed. And, the Georgia Senate Runoff is officially underway. The race is close, and the result is critical. We’ll explain why a 51-49 Senate is much different for business than a 50-50 split.

Soft Landing?, Energy Shift, and a “Perfect” Chart 12/5/22 Dec 05, 2022

Stocks are falling again today, on fears that Fed tightening will lead to a recession. But could they still engineer a ‘soft landing?’ We’ll hear from someone who says ‘yes’ – if they stop raising rates right now. Plus, OPEC isn’t increasing oil production, as the price cap on Russian oil is set to go into effect. Will it make the U.S. an even bigger player in the global energy market? We’ll explore. And, our technician will reveal the one stock chart he says looks good right now – almost TOO good. He’ll explain why, and where he’s investing now.

Labor Pains, Farming Gains, and Oil’s Pivotal Week 12/2/22 Dec 02, 2022

The November jobs report came in hotter-than-expected, and stocks don’t seem to like it. Are we back to “good news” being “bad news” for markets? We’ll debate. Plus, farmland is slowly becoming a hot asset class and inflation hedge. We’ll explain what makes it attractive to investors, and how you can add it to your portfolio. And, we’re at a very critical point for the energy market, with some important events on deck. We’ll look at the week ahead and how it could all play out.

Waiting For Jobs, “Always Bet on Growth”, and Expensive Sneakers & Handbags 12/1/22 Dec 01, 2022

Markets are lower once again today, as investors debate the path of the economy ahead of tomorrow’s jobs report. We’ll get a preview of the numbers. Plus, we’ll speak with one investor who says no matter what happens with the economy, you should “always bet on growth.” And, if the economy has you concerned about stocks, maybe consider investing in handbags & sneakers. We’ll look at that market as part of our ‘Alternate Investment’ series.

Countdown to Powell 11/30/22 Nov 30, 2022

Stocks have been living in fear of Jerome Powell this week, as the Fed Chair is set to speak at the Brookings Institution. Wall Street is waiting to hear if he might say the markets have gotten ahead of themselves in looking for an end or slowdown of interest rate hikes. We’ll explain what it all means for you and your money as we lead up to his live remarks today.

More volatility ahead?, Waiting for Powell, and Striking Opportunity? 11/29/22 Nov 29, 2022

Stocks are struggling to bounce back following yesterday’s big selloff. There are a lot of worries still hanging over the market, including China’s “Covid chaos.” We’ll get a live report from Beijing. Plus, Fed Chair Jerome Powell is also looming large over markets, with a big speech planned for tomorrow. Bond yields are way down since the last FOMC meeting. Is Powell about to remind the markets about “higher for longer” too? We’ll explore. And, there’s one more threat hanging over the economy: a looming rail strike. President Biden is pushing Congress to end it, but if it drags on, is there an opportunity to buy the trucking stocks? We’ll ask an expert for his advice.

China “Zero-Covid” Protests, Old Tech for Protection, and the Energy Names Poised to Break Out 11/28/22 Nov 28, 2022

With protests erupting across China over Covid lockdowns, we look at the impact on the global economy and what it means for Xi’s leadership. Worried that the Santa Claus Rally won’t show up this year? One stock-picker tells us why old, big tech is the way to go if you’re looking for protection. And energy is the best performing sector this year, but one technician still sees room to run in the refiners and brings us the names he says are going higher.

Time to play offense?, Betting on the Consumer, and Iger’s End Game 11/23/22 Nov 23, 2022

Stocks are muted today ahead of the latest Fed minutes. But are we about to see a period of real strength in the markets? We’ll speak with an expert who says ‘yes,’ and has 3 names to buy now. Plus, Mastercard’s Global Chief Economist joins us with the trends he’s seeing as we head into the holiday shopping season, including a big comeback for department stores. And, Bob Iger’s return to Disney came as a big surprise, but one theory suggests his next move could be even more shocking. We’ll bring you the latest details.

Tech’s Big Tumble, Diesel Disaster?, and Bull vs. Bear 11/22/22 Nov 22, 2022

Stocks are rising today, one year to the day from the Nasdaq’s all-time high. What’s next for the averages as we near the year-end? We’ll explore. Plus, a shortage of the world’s most critical fuel is sending tanks nearly empty and prices higher. We’ll hear from an expert who expects a $100 billion hit to the economy. And, as the crypto universe seemingly crumbles around it, will Coinbase survive…or even thrive? We’ll have a Bull vs. Bear debate on the stock.

Frontier’s Big Demand Bet, Mixed OPEC+ Messages and the One Rule that Could Save the Crypto Industry? 11/21/22 Nov 21, 2022

It’s the busiest travel week of the year in the US and Frontier Airlines CEO Barry Biffle gives us his demand expectations and a warning for those still waiting to buy a holiday ticket. Oil prices swing wildly after the Saudis deny reports that OPEC+ will announce production increases. We make sense of the crude confusion with Amena Bakr of Energy Intelligence. Plus, Stifel CEO Ron Kruszewski has an idea for the SEC about regulating crypto…and the rule is already on the books.

The Exchange 11/18/22 Nov 18, 2022

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

The Future of Freight, How Bad is Housing, and Smoked by Inflation? 11/17/22 Nov 17, 2022

The American rail system could be thrown into disarray as soon as December 5, just in time for the busy holiday shipping season. The CEO of the American Association of Railroads tells us why he’s confident a deal will get done before that strike deadline. Zillow Co-Founder Spencer Rascoff on where he expects home prices to fall the most and why there’s a silver lining in today’s market versus 2007’s. And from rising food costs to changing consumer behaviro, the CEO of Dickey’s Barbecue Restaurants gives us a peek at the back of the house. Plus, the one semi stock you need to own right now.

Carson Block’s Big Short, Crypto Tax Bill Opportunities, and a Sunny Outlook on Solar 11/16/22 Nov 16, 2022

Muddy Waters founder and famed short-seller Carson Block joins The Exchange exclusively with his newest short position. He also shares his outlook for the crypto industry amid the FTX fallout. Plus, if you’re among the many investors dealing with losses in crypto, we’ve got some strategies on how to minimize your tax bill. And, Deutsche Bank says the “future is bright” for the solar group. The analyst behind that call joins us with her top picks in the space.

Inflation Overreaction, Press Play on Netflix, and Here Come the Retailers 11/15/22 Nov 15, 2022

Stocks popping on a cooler-than-expected PPI number, but one strategist says much like the reaction to CPI data, the markets are reacting too wildly. He tells us why and where he’s putting money to work. A double upgrade for Netflix from Bank of America’s new analyst…what’s got her so excited about the new ad tier. And Walmart crushed its third quarter, will TJX and Target follow suit? We’ve got the action, the story and the trade on both ahead of their reports.

Bears vs. Bulls, Retail Rivals, and a High Stakes Meeting 11/14/22 Nov 14, 2022

Markets taking a bit of a breather today but could we see a year-end rally? We’ll get a technical take, and look at where the opportunities are for the remainder of 2022. Plus, two retail rivals…Walmart and Target on deck to report earnings, and according to Cowen, one of them is better positioned to win the holidays. The analyst behind the report joins us to make his case. And, President Biden and President Xi meeting face-to-face at the G-20. We have the key takeaways, and whether now is the time to invest in China.

Bulls vs. Bears, Crypto’s Enron Moment?, and The China Conundrum 11/11/22 Nov 11, 2022

Investors still processing Thursday’s massive rally, but what exactly was it? Just some knee jerk reaction to a slightly better CPI print and hopes for a Fed shift? Or a real turn in sentiment to the upside? Plus, the latest on the FTX Bankruptcy. How did some of the world’s most sophisticated investors miss…everything? And how big could the fallout end up being? And the China conundrum. They seem to be relaxing some of the strict covid policies, but is it a good bet to invest there? We’ll discuss.

Market Rally, FTX Fallout, and Rates & Main Street 11/10/22 Nov 10, 2022

Inflation is cooling, and stocks are heating up! Key data is now suggesting the Fed may start to back off of rate hikes. We’ll look at where we could go from here, and how to position. Plus, FTX’s collapse continues, with its founder now facing all kinds of questions. And the fallout is reverberating throughout all of crypto. But is the worst behind us, or still to come? We’ll explore. And, just how much are rising rates hitting the housing market? We’ll speak with the CEO of WaFd about the mayhem in the mortgage market, and where the lending industry is headed next.

Midterms & The Markets, FTX Fallout, and VW’s EV Push 11/9/22 Nov 09, 2022

Stocks are lower today, as some key earnings reports disappointed and control of Congress remains unclear. We’ll dive into it all for you. Plus, how far reaching is FTX’s liquidity crunch? And who’s on the hook for losses? We’ll explore what it all means for the future of crypto, and more. And, Volkswagen is bullish on EVs, predicting the U.S. will be a major player by 2030. We’ll speak with the company’s new America Group CEO about how it’ll reach that goal.

Business on the Ballot, Buy the Next Dip?, and Crypto Bailout 11/8/22 Nov 08, 2022

Election Day is here, and we’ll look at the possible scenarios coming out of the Midterms and what they could mean for markets and your money. Plus, the Dow is coming off its best October ever, but one market expert isn’t sold the pain is over just yet. He’ll explain why he sees a dip coming, and what you should be buying when it does. And, a massive bailout is underway for one of the world’s biggest Crypto exchanges. We’ve got the latest details on the bizarre story playing out for FTX.

Tech Troubles, Winter is Coming, and Ships, Trips & Tips 11/7/22 Nov 07, 2022

Two tech titans taking a hit. We look at what Apple’s production warnings and Meta’s reported layoffs mean for the overall markets, and for your money. Plus, one energy CEO’s dire warning on natural gas supplies, and what he’s asking the White House to do about it. And, we have the story, and the trade on Lyft, TripAdvisor, and Norwegian Cruise Line in today’s Earnings Exchange.

Macro, Markets & Main Street; View from The Port; and 3 Buys And A Bail 11/4/22 Nov 04, 2022

The jobs report came in better-than-expected, and stocks are trying to hold up. Are we back to “good news” being good, or is it still “bad news”? We’ll dig in and ask the experts if the markets have finally broken their addiction to the Fed, and what it all means for your money. Plus, we’ll speak with the Executive Director of America’s newly-crowned busiest port about trade, supply chain, labor battles and more. And, we’ve got a special “Fed Wake-Up Call” edition of 3 Buys And A Bail, featuring some beaten-down tech titans trading at a discount.

‘Slower, not lower’; Labor Pains; and Cropped Gains 11/3/22 Nov 03, 2022

Fed Chair Jerome Powell’s message of “slower, but not lower” is sending stocks into the red in today’s session, as bond yields rise again. What does it all mean for your money? We’ll look at how to position now. Plus, we’re less than 24 hours away from the crucial monthly jobs report. One expert sees a trend forming that doesn’t bode well for the Fed’s fight against inflation, and he’ll join us to explain why. And, we’ll speak with the CEO of CF Industries about making fertilizer, feeding the world and dealing with higher natural gas costs.

Countdown to the Fed 11/2/22 Nov 02, 2022

We’re just minutes away from the latest Fed interest rate decision. The big money question: will Jerome Powell & Co. stay aggressive, or back off? The result could swing stocks big in either direction. We’ll set you up for all of it, as we count you down to the decision.

The Fed’s impact on the consumer, Why Midterms Matter, and Chips & Trips 11/1/22 Nov 01, 2022

We’re just a day away from when the Fed will announce its latest decision to raise rates. And that means your borrowing costs on everything are likely to go up. We’ll look at the impact on your money. Plus, there’s another big event with implications for your wallet – the Midterms. We’ll break down what happens to money & markets in each possible scenario on election day. And, we’ll get you ready for more big earnings reports coming up. We’ve got the action, the story and the trade on AMD & Airbnb ahead of results in ‘Earnings Exchange.’

Pivot, Pause or Press On?, Diesel Disaster, and Drugs, Drivers & Semis 10/31/22 Oct 31, 2022

We’re counting down to the next Fed decision. Will Jerome Powell finally blink? And is a recession all but guaranteed? Paul McCulley will give us his take on it all. Plus, diesel prices are soaring as supplies reach critically low levels. Politicians are blaming the companies, but we’ll lay out what’s really going on. And, the busiest week of earnings season is upon us, with some big names on deck. We’ll get you ready for NXP Semi, Uber and Pfizer results in ‘Earnings Exchange.’

Best month since ’76, Off the Rails, and 3 Buys And A Bail: Healthcare Edition 10/28/22 Oct 28, 2022

Stocks are soaring today, with the Dow up 5% this week and up 14% this month – it’s best month in 46 years. But as the market turns its attention from earnings to the Fed, can the rally continue? We’ll explore. Plus, President Biden thought he had a deal to avoid a rail strike, but now a 2nd union is rejecting it. We’ll look at the very real possibility of a strike, and the very real threat to the economy. And, recession fears have sent investors into health care stocks. We’ll bring you “3 Buys And A Bail” to help keep your portfolio healthy amid market uncertainty.

Opportunity in the Metaverse, The Wing’s The ‘Thing’, and Mega Caps on deck 10/27/22 Oct 27, 2022

Meta’s stock is sinking today, after missing estimates and burning through cash. But we’re on the hunt for opportunities: we’ll look at companies benefitting from Meta’s massive money moves. Plus, Wingstop is up 30% this week following earnings. We’ll ask the CEO about consumer spending and where he sees prices and trends heading next. And, more big earnings reports are on deck. We’ll give you the action, the story and the trade on Apple, Amazon and Intel in ‘Earnings Exchange.’

Rates or Reports?, the Future of Fracking, and Facebook, Ford & Farming 10/26/22 Oct 26, 2022

Stocks are mixed today, as tech earnings are dragging down the Nasdaq. But with the Fed decision a week away, which is more important to markets right now: rate or reports? We’ll debate. Plus, during last night’s Pennsylvania Senate debate, Democratic candidate John Fetterman said he’s pro-fracking. Could we soon see a nat gas boom in the Keystone State? The CEO of EQT Corp. will join us. And, more big earnings reports are headed our way, with Meta, Ford and Caterpillar all on deck. We’ll bring you the action, the story and the trade on each in ‘Earnings Exchange.’

Crumbling Confidence, Mega-Cap Earnings and What’s Next for Ukraine 10/25/22 Oct 25, 2022

Consumer confidence in September came in lighter than expected and data from the Conference Board reveals a slowdown, particularly in the lower-end. We dig into what that means with Confidence Board CEO Steve Odland. Meta, Visa and Microsoft all report after the bell…we have the key things to watch and how to trade it ahead of the print. And Congressional Progressives retracting their suggestion of direct talks between the US and Russia to end the Ukraine conflict, Admiral James Stavridis tells us what he thinks the next steps should be. Plus, the growing Permian natural gas problem.

Xi’s grip on China, Earnings Exchange and Failing Grades 10/24/22 Oct 24, 2022

Chinese stocks are plummeting, as President Xi tightens his grip on the country and its economy. Is there a future for American companies doing business there? Or Chinese companies doing business here? We’ll debate. Plus, we’re gearing up for a big week of earnings. We’ll explore who wins out among some of the biggest Industrial & Transport names reporting this week in ‘Earnings Exchange.’ And, how bad was the pandemic and school closures for kids’ education in America? And it could lead to a lost generation for families & the economy? We’ll ask Sal Khan of Khan Academy.

Starting to slow?, Oh, Snap!, and Oil, Cars & the Consumer 10/21/22 Oct 21, 2022

Stocks are heading higher, but bond yields are sinking as Fed officials hint that the pace for rate hikes may begin to slow. We’ve got all the market angles covered for you. Plus, Snap Inc. has fallen nearly 30% after reporting results. Is the weakness it saw in advertising a sign of things to come for other Tech companies? We’ll explore. And, we’re getting ready for earnings beyond ‘Big Tech’, from Energy to Autos & more. We’ll debate who wins out among some of the biggest names reporting next week.

Bonds Back to 2008, Disas-Truss, and Trains, Phones & Filters 10/20/22 Oct 20, 2022

Bond yields are rising again, with the 10-year note back to 2008 levels. The markets aren’t minding it, but can rates & stocks keep rising together? We’ll debate. Plus, for the second time in just 2 months, the UK is looking for a new Prime Minister. And the policies of the next PM could have a big impact on U.S. & global markets. We’ll explore what’s at stake. And, investors are getting a lot of earnings reports to digest. We’ll get you ready for CSX, Snap Inc and Verizon ahead of results on deck in ‘Earnings Exchange.’

Bond Yields Bounce, The Plan for Energy Prices, The River Runs Dry 10/19/2 Oct 19, 2022

Mortgage rates could continue to rise above 7%, as bond yields spike again. We’ll hear from an expert who says the Fed needs to slow down the pace of rate hikes. Plus, crude oil continues to climb, even as the White House keeps selling our emergency reserves. Are we on a collision course with OPEC? We’ll debate. And, severe drought has the Mississippi River receding to record low levels. We’ll speak to the ACBL CEO about why this could turn into another supply chain & energy crisis.

Trust the rally?, Bill Gates live, and “Gas & Groceries” 10/18/22 Oct 18, 2022

Stocks are higher once again today, with the Dow now up 1,800 points from last Thursday’s CPI-low. But can the rally be trusted? We’ll debate. Plus, billionaire philanthropist & investor Bill Gates will join us to talk about his climate change ambitions, and the clean energy firms he’s investing in right now. And, with the Midterms fast approaching, does it all really come down to “gas and groceries”? We’ll preview what to expect as money & politics get set to collide in November.

All about the Banks, Peak Yields?, and “Textbook Bottom” Buys 10/17/22 Oct 17, 2022

Banks have been the big driver for earnings season so far, holding up better than expected. The big names are getting the most attention, but we’ll drill down on some smaller ones that could be good bets right now. Plus, Treasury yields are lower today after hitting decade-highs last week. Are we past the peak? The ‘Bond King of Texas’ says ‘yes,’ and he’ll join us in studio to explain why. And, could the bottom already be in for stocks? Remove bonds, and we’re seeing all the ‘textbook signs’ according to Ari Wald of Oppenheimer. He’ll tell us what he’s buying now.

Playing the Volatility, UK U-Turn, and Consumer Concerns 10/14/22 Oct 14, 2022

Stocks are turning lower today, unable to build on yesterday’s massive CPI-fueled turnaround. If there’s more volatility ahead, how can you play it? We’ll ask the experts. Plus, more chaos in the UK, as the new Prime Minister just fired her head of Treasury and reversed course on much of her big tax cut plan. We’ll examine the global fallout. And, the latest retail sales data shows inflation is starting to take a toll. Will rising prices eat into holiday spending, playing “Grinch” for the retailers? We’ll explore.

Wild day for stocks, another year of hikes?, and Best of the Banks 10/13/22 Oct 13, 2022

Stocks are shrugging off the hotter-than-expected CPI data, with the Dow making an 1,100-point swing from the morning lows. We’ll try to make sense of what’s happening on Wall Street today. Plus, while stocks might be higher, inflation is too, posting another 8.2% jump year-over-year in September. So what should the Fed do? We’ll explore. And, earnings season is about to kick off, starting with the Financials. We’ll get you ready with a ‘Big Banks’ edition of Earnings Exchange.

Inflation Anxiety, Time to Buy Tech?, and Yearning for Earnings 10/12/22 Oct 12, 2022

Inflation doesn’t seem to be going anywhere…yet. And while all signs point to more Fed tightening, the Bank of England is still easing. We’ll examine the fallout. Plus, the Nasdaq is once again underperforming, now trading near 2-year lows. What will it take to finally turn it around? We’ll explore. And, earnings season is set to kick off, with big banks on deck. Our trader will give some advice on how to trade the results.

From Main St. to Wall St., Crude Reality, and the CPI-YAY Trade 10/11/22 Oct 11, 2022

Stocks are making a big midday turn higher, even shrugging off comments from the Fed’s Loretta Mester that ‘more restrictive’ policy is needed. We’ll track everything from the macro to Main Street, and see how it’s impacting markets & your money. Plus, lots of geopolitical events are impacting the energy market, from Russian attacks on infrastructure to Iranian oil workers going on strike. We’ll explore what it all means for energy prices & inflation. And, if inflation is indeed starting to slow down, then will some stocks get set to pop? Our trader will name one group he sees rallying from here and why.

The Risk-Off Trade, Stick with Tech?, and M&A Mania 10/10/22 Oct 10, 2022

The ‘risk-off’ trade is alive and well, as the market trades cautiously ahead of a key inflation reading and earnings. So what does that mean for your money? Our expert says remove all ‘shiny objects’ from your portfolio and turn to dividend stocks. He’ll explain why. Plus, the Nasdaq is lagging once again, as Semiconductor stocks sell off. Should investors still stick with Tech here? We’ll debate. And, we’ll explain why you could soon see a surge in Energy M&A deals, and what it says about the market overall.

Labor Pains, Health of the Consumer, and ‘Stagflation’ Situation 10/7/22 Oct 07, 2022

The job market’s still going strong, likely keeping the Fed firmly on its hawkish path. And stocks are lower as a result. But is the market overeating? We’ll debate. Plus, the consumer is also still strong, according to new data from Mastercard. We’ll speak with the analyst behind the report about trends he’s seeing and how they might influence the Fed’s strategy. And, we have a special Jobs Edition of ‘3 Buys And A Bail’ -- including one name Gina Sanchez says will do well no matter what state the economy is in.

Finding Opportunity, Back to Work?, and Rising Rates & Real Estate 10/6/22 Oct 06, 2022

Stocks are falling for the second day in a row following a strong start to the week. So is now time to get back into the market? We’ll debate. Plus, we’re less than 24 hours away from the big September jobs report. We’ll turn to Recruiter.com for clues on what to expect. And, real estate mogul Don Peebles joins us live with how soaring rates are playing out in residential and commercial real estate.

Bears are back, Musk’s Master Plan, and Spirits, Slim Jims & Spices 10/5/22 Oct 05, 2022

After 2 days of market gains, the bears are back in charge! And one expert says they’ll fight to keep control. She’ll give us the 4 names she’s buying right now, and the catalyst she thinks will end the bull-bear battle. Plus, Elon Musk’s Twitter deal is back on. The question now becomes: what will he do with it? We’ll explore. And, we’ll bring you the action, story & trade in Constellation Brands, Conagra & McCormick ahead of results in ‘Earnings Exchange.’

Twitter Deal Back On? 10/4/22 Oct 04, 2022

Elon Musk has reportedly proposed to buy Twitter for the original $54.20 a share-price. With the stock halted for news we get the latest reporting, why Musk has decided the deal is back on, and what it means for the social media giant’s and Musk’s futures. Plus, why investors should get optimistic about risk assets now and the names to buy for the long-term.

‘Fall’ speed ahead?, Crude Reality and State of the Economy 10/3/22 Oct 03, 2022

Stocks are surging right out of the October gate. Is there more to come now that September is behind us? We’ll hear from an expert who sees another 15% gain for the S&P before year-end. Plus, it’s OPEC vs. the White House, as crude prices surge on news the group could make a big production cut. We’ll dissect what to expect at this week’s meeting. And, we’ll get a look at the American economy from one of its most popular restaurants. The CEO of P.F. Chang’s joins us to talk inflation, supply chain, the consumer & more.

‘So long, September!’, Sandberg Says Goodbye, and Putting Up with the Pain 9/30/22 Sep 30, 2022

Good news for investors: September is over! The Dow is set to close its worst month since March 2020, and worst September in 20 years. But given we had more inflation data and yet stocks are up today, is that a good sign going forward? We’ll debate. Plus, today is Sheryl Sandberg’s last day as an employee of Facebook. We’ll look at the company, and the stock, without her in the fold. And, Jerome Powell warned there’d be more pain as the Fed raises rates, and he’s been right. So we’ve got 3 ‘buys’ which can take the pain, and one that can’t.

“The Inflation Wildfire” 9/29/22 Sep 29, 2022

Markets are down big today, as global risks and runaway inflation spook investors. What’s the risk of European contagion spreading here? We’ll explore. Plus, jobless claims fell to their lowest levels in 5 months. But another inflation reading – one loved by the Fed – is still red-hot. Does that mean bigger hikes ahead? We’ll debate. And, how is all of this impacting corporate earnings? We’ll find out when Nike & Micron report after the bell. We’ll have the action, the story and the trade in ‘Earnings Exchange.’.

Britain’s Bond Buying, Pipeline Problems, and Tracking Hurricane Ian 9/28/22 Sep 28, 2022

Stocks are bouncing back today, after falling to their lowest levels since late 2020. Is the U.S. looking more attractive compared to the financial chaos in Europe? We’ll break down the Bank of England’s surprising moves to recue its bond market. Plus, Europe’s energy crisis may get worse, as someone apparently blew up parts of Russia’s big Nord Stream pipeline. The EU is claiming it was caused by ‘sabotage.’ But by who? We’ll debate. And, as Hurricane Ian makes landfall in Florida, we’ll talk to the CEO of Generac about his company’s efforts to help keep the lights on in the hardest hit areas of the state.

Buy the dips?, State of Debt (Pt. 2), and Payroll, Poultry & Parking 9/27/22 Sep 27, 2022

Stocks continue to slide, giving back their early gains of the day. So what are investors to do here? Our expert says you buy in, because dips driven by the Fed are always worth buying. He’ll tell us why. Plus, high-grade investment bond yields are now at 13-year highs. So why aren’t we seeing more demand? We’ll get a check on the health of the corporate debt market. And, we’ll give you the action, the story and the trade in Cal-Maine Foods, Paychex and Thor ahead of results on deck in ‘Earnings Exchange.’

State of Stocks, State of Energy & State of Debt 9/26/22 Sep 26, 2022

Stocks under pressure once again as yields, and the dollar, continue to rise. So how do you play it? We have three names well-positioned for gains right now. Plus, as oil hits the lowest level since January 6th, the CEO of America’s largest energy exporting ports joins us with his view on the state of energy, the economy, the supply chain and more. And, with credit card balances hitting all-time highs, and credit card rates at the highest level in more than two decades, we look at the state of consumer debt and what it means for the economy.

Markets In Turmoil 9/23/22 Sep 23, 2022

Markets are set to close out a down week with another big drop. The Dow has dropped below 30,000, and falling below the June lows too. We’ll tell you all you need to know. Plus, it’s not just stocks falling today. Oil is dropping too, now below $80 per barrel for the first time since January. Is $60 the next stop? We’ll debate. And, we’ll give you some advice on how to survive higher rates in our latest edition of ‘3 Buys And A Bail.’

Fed Fallout, Tech Wreck, and all eyes on FedEx 9/22/22 Sep 22, 2022

Wall Street is reacting to another big rate hike from the Fed. It’s going to hit every aspect of the economy, from debt, to housing and the markets. We’ve got all the angles covered for you. Plus, Tech stocks are taking the brunt of rising rates, with the Nasdaq down 10% in just one month. But does that mean it’s time to buy? We’ll debate. And, FedEx shocked the business world with its dire revenue warning. But now the company officially reports. Will it change the game? We’ll explore.

Decision Day 9/21/22 Sep 21, 2022

It’s decision day for the Fed. In just an hour’s time, we’ll find out if they will raise interest rates another half, ¾ or even a full 1%. And more importantly, we’ll find out what they expect to have to do in the future to keep fighting inflation. We’ll have every angle covered ahead of that decision, including what it means for the economy, housing and stocks.

Raise and hold?, the “real” economy, and Beyond Belief 9/20/22 Sep 20, 2022

We’re just 24 hours away from the latest Fed decision, and rates are rocking. 11-year highs for the 10-year yield; and 15-year highs for the 2-year yield. And that’s going to be a huge hidden ‘tax’ on tens of millions of Americans. We’ll explain why. Plus, FedEx just warned of a serious economic pullback. But a lot of other companies disagree. Who’s right? We’ll debate. And, Beyond Meat shares have been ‘beyond’ bad. Shares have wiped out 85% of their value this year, and now the COO is involved in a personal scandal. We’ll get the latest on this bizarre story.

Minerd on the markets, The Rate Debate, and Looking for Opportunity 9/19/22 Sep 19, 2022

The two biggest stories of the day: rates & markets. Guggenheim’s Scott Minerd is the perfect person to talk about both, and he joins us all hour! Plus, will the Fed go for a full point rate hike this week? Or will it be less this time and more down the road? We’ll debate. And, in good times & bad, there’s always opportunity somewhere. We’ll try to help you find it.

Freight Pain, and a Volatility Survival Guide 9/16/22 Sep 16, 2022

FedEx just shocked Wall Street with a big time warning. The stock is now on pace for it’s worst day ever. Is this a bad sign for the economy, or just a company problem? We’ll debate. Plus, as stocks get set to close out their 4th negative week in 5, our trader has 3 names to buy, and one name to avoid in a special “3 Buys & A Bail: Volatility Survival Edition.”

Strike averted, ‘Fed’ up with inflation, and the end of ‘a la carte’? 9/15/22 Sep 15, 2022

The rail industry is back on track, agreeing on a tentative labor deal to avoid a strike. Now oil & natural gas prices are falling sharply as the risk premium comes out. We’ll bring you the energy impact. Plus, we’re a week away from the next Fed meeting, and markets seem split on what they want vs. what the economy needs. We’ll debate who’s right, who’s going to win, and what it means for your money. And, cable TV is the new ‘cable TV’ as streaming services fight to get even bigger to offer customers more choices. We’re calling it the ‘re-bundling of television’, and we’ll explain what it means for you.

Seek safety?, a market bright spot, and big banks’ balancing act 9/14/22 Sep 14, 2022

Stocks are coming off of their 7th-biggest point drop in history. But some say bargains are now abound. We’ll talk to the pro’s about what they’re buying now. Plus, there are still some bright spots in the market, including Cheniere Energy. We’ll speak to the CEO as it extends its winning streak. And, rising rates are usually good for banks. But inflation, not so much. Our analyst explains why the smaller lenders are the place to be right now.

Stocks sell off as inflation remains hot 9/13/22 Sep 13, 2022

Today’s hotter-than-expected CPI data helping snap a 4-day winning streak for stocks. Inflation showing no signs of slowing down, as many prices we pay are actually continuing to rise – from housing, to food & more. We’ll look at how inflation is hitting every area of the economy, and what it means for you & your portfolio.

Why not both?, Uber CEO on the record, and Inflation “Claus” & Effect 9/12/22 Sep 12, 2022

Stocks are higher for a fourth straight day, bucking the historical September trend. So what do you buy here: Growth or Value? We’ll hear from an expert who says you can buy both right now. Plus, Uber is on the upswing, with shares up nearly 60% since July 1. We’ll hear from the CEO live on everything from food delivery to self-driving and more. And, there are new signs inflation may be slowing in some areas. We’ll explain how inflation could change in a big way by the time the holiday season rolls around.

Hard Landing?, California Crisis, and Ready for Recovery 9/9/22 Sep 09, 2022

Stocks are higher today and on pace to close out a strong week, despite even more hawkish Fed speak. But can the Fed actually get inflation under control without crushing the housing market? We’ll debate. Plus, California is on the brink of an energy crisis, facing shortages and flipping its stance on nuclear. We’ll dig into where the state went wrong. And, we’ll give you a brand new “3 Buys & A Bail”, focused on each kind of economic recovery we might see ahead.

The Exchange 9/8/22 Sep 08, 2022

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Apple’s Big Event, ‘Boring is Beautiful’, and State of the Consumer 9/7/22 Sep 07, 2022

Apple’s product event is kicking off in Cupertino, where Tim Cook is expected to unveil the new iPhone 14 and more. We’ll bring you all the headlines, and look at whether it can spur sales enough to boost the stock. Plus, the Nasdaq is on pace to snap its longest losing streak in 6 years. But our expert says it’s still not time to jump into Tech yet. He’ll explain why he’s sticking with “steady” stocks for now. And, shares of Academy Sports + Outdoors are jumping despite posting lower profits & sales. The CEO joins us to talk the retail environment and the consumer.

The next Financial Crisis?, The Big Event, and Over$tocked 9/6/22 Sep 06, 2022

Could Europe’s energy crisis soon turn into a financial crisis? We’ll tell you why it could, who’s most exposed, and why it might be good news for U.S. companies. Plus, the countdown is on to Apple’s big event. We’ll take a closer look at what to expect, and how to position. And, we’ll talk to the CEO of Trex about how demand has slowed as the home improvement boom subsides, and how he’s managing changing market dynamics after a record run.

The Exchange 9/2/22 Sep 02, 2022

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Wall of Worry, Labor Pains, and Semis, Software & Yoga Pants 9/1/22 Sep 01, 2022

Stocks are down for the 5th straight day. The Nasdaq is down more than 8% in that time, and the list of market worries is growing even longer now. We’ll bring you the latest details. Plus, the August jobs report is due out tomorrow. Will the labor market continue to be strong? And what does that mean for the market? We’ll explore. And, we’ll bring you the action, the story and the trade in Broadcom, PagerDuty and Lululemon ahead of results on deck in ‘Earnings Exchange.’

Too Far Too Fast, Bullish on Defense, and Data, Deals and Diamonds 8/31/22 Aug 31, 2022

Volatile trading in the session, but one investor says the market has fallen too far, too fast. We get the moves he’s making now. The RBC analyst who recently initiated coverage on defense stocks tells us his top pick and what will boost the sector in both the near- and long-terms. Plus, Pure Storage, Five Below, and Signet quarterly results are on deck. We tell you what to watch and how to trade it.

Greed vs. Fear, The Energy Whipsaw, and 3 “C’s” 8/30/22 Aug 30, 2022

Stocks are lower again today, with all 3 averages on pace to finish August in the red. But one portfolio manager is heeding Warren Buffett’s advice to “be greedy when others are fearful.” He’ll tell us where he’s seeing opportunities. Plus, violent clashes in Iraq, a potential flood of Iranian oil, Germany’s rapid Nat Gas buildup and strong U.S. data are all whipsawing the energy complex. We’ll get the geopolitical implications, and what’s next for prices. And, we’ll bring you the action, the story and the trade in Crowdstrike, ChargePoint and Chewy ahead of results on deck in Earnings Exchange.

Value Investor Goes Tech, Reading the Options Tea Leaves, the Three B’s on Deck 8/29/22 Aug 29, 2022

A noted value investor is picking up a pretty expensive chip stock, he tells us why. Options activity reveals the bulls are staying with this year’s top-performing sector, while there’s still no love for one of the laggards. Plus, in Earnings Exchange: is China tech turning around? Can an electronics retailer keep its head above water? And why inventories are a concern for one discounter.

Market Sell-off, Stick with Tech?, and 3 Buys & A Bail: Jackson Hole Edition 8/26/22 Aug 26, 2022

Fed Chair Jerome Powell delivered a very hawkish speech in Jackson Hole, hinting that a big rate hike could be coming and warning of more pain ahead for the economy. But what exactly does that pain look like? And how should you position your portfolio? We’ll discuss. Plus, Tech stocks are getting hit particularly hard on the prospect of more rate hikes. But one expert says stick with it. He’ll join us to explain why. And, we’ve got a special Jackson Hole Edition of ‘3 Buys & A Bail’ – including the one stock Gina Sanchez says you need to own now.

Doves vs. Hawks, Post-Pandemic Pivots, and a Trip to the Mall in Earnings Exchange 8/25/22 Aug 25, 2022

Investors are anxiously awaiting Fed Chair Powell’s big speech at Jackson Hole. Will he signal a slow pivot to a dovish stance? We look at what that would mean for your money. Plus, they were the Pandemic Darlings and now they need to reinvent themselves if they want to survive in a post-pandemic world. We’ll look at three names and who is best positioned for a successful second act. And, three stocks on deck that will give us new clues about the health of the consumer. The key things to watch on Affirm, Gap and Ulta Beauty, and how to position on each.

Markets’ Critical Mission, State of Housing, and Peloton’s ‘Prime’ Move 8/24/22 Aug 24, 2022

There’s one stock reporting today that could determine where the market is headed next. We’ll give you the name, how to position and where to find value in some beaten-up sectors. Plus, we’re finally seeing home prices start to fall. We’ll look at where, by how much, and what it means for the overall state of the real estate market. And, Peloton is partnering with Amazon to make is products more accessible. Will it be enough to appease investors? We’ll debate.

Finding Opportunities, Housing Cracks and Building & Buying 8/23/22 Aug 23, 2022

The bears seem to be controlling the market narrative once again. But will they stay in charge? Morgan Stanley says they have one last act to play. We’ll take a look a how long that could be, and where you should turn for opportunities. Plus, as more cracks begin to show in the housing market, one real estate investor says there’s an area of the market that will hold up better than others. He’ll join us to explain. And, we’ll get the latest read on builders when Toll Brothers reports after the bell, plus 2 big retailers on deck. We’ll set you up for all of it in ‘Earnings Exchange.’

Dueling Directions, Cashing In on Crypto, and Cloud, Clothes & Calls 8/22/22 Aug 22, 2022

The rally continues to fade, with Tech leading the declines. So should you bail on Growth or stick with it? Two big banks have two very different views on what’s next, and we’ll debate them with our strategist. Plus, lots of headlines in the Tech & Crypto spaces today. We’ll bring you the latest moves in Meme stocks, a big winner in the Crypto Craze, and answer the question: will Dragons or Hobbits win the streaming wars? And, we’ll bring you the action, the story and the trade in Palo Alto Networks, Macy’s and Zoom Video ahead of results on deck in Earnings Exchange.

The Inflation Guessing Game, Streaming is Beaming, and 3 Buys & A Bail 8/19/22 Aug 19, 2022

As inflation pressures have eased, the Bulls have taken over Wall Street. But one strategist says ‘hold on’ – inflation will be stubbornly persistent, and growth stocks will come back down to Earth. He’ll explain why. Plus, we’ll dig into some of the biggest media headlines of the day, and explain what they could be telling us about where the world of entertainment is heading. Ed Lee of The New York Times joins us. And, Lido Advisors’ Gina Sanchez joins with a Consumer Edition of ‘3 Buys & A Bail.’ She’ll reveal which name she thinks is crushing it on all fronts right now – and will continue to for investors.

Out of ‘options’?, Ad Ambitions, and Semis, Seeds & Shoes 8/18/22 Aug 18, 2022

Has the rally run out of steam? The answer may be ‘yes’ based on what we’re seeing in the Options market. We’ll look at what’s going on, and where the opportunities are right now. Plus, what’s the plan for Apple’s ad ambitions? Who are the winners and losers? And how might it affect iPhone users? We’ll tackle all of these questions and more. And, the earnings parade continues with Deere, Applied Materials and Foot Locker on deck. We’ll bring you the action, the story and the trade in all 3 of them in Earnings Exchange.

Is the run done? 8/17/22 Aug 17, 2022

Stocks are pulling back today, with the Nasdaq getting hit the hardest. But that’s because it’s had the biggest bounce back. That includes Apple, which is up 32% in just 2 months, and only 5% off its all-time high. But one Technician says its run is done. We’ll debate that take. Plus, we’ll try to make sense of some conflicting economic data, with some signaling ‘recession’ while others show the opposite. How will the Fed react to it all? We’ll explore. And, we’ll bring you the action, the story and the trade in Cisco, BJ’s Wholesale and Kohl’s ahead of results on deck in Earnings Exchange.

Apocalypse (Not) Now?, China's Challenges, and Housing Cracks 8/16/22 Aug 16, 2022

Inflation is coming off the boil, the consumer is holding up ok, and the market has been rallying. So that’s all good, right? Maybe not. We’ll look at why and where to find value in case this isn’t the start of a new bull market. Plus, China is trying to revive its economy and jumpstart population growth. But Niall Ferguson warns that growing at all costs could come at a big price. He’ll join us to make his case. And, more cracks are forming on the housing front. We’ll tell you what they are, and what it means for the economy in the back half of the year.

The 2 sides of a rally, Economic Slowdown?, and the Read on Retail 8/15/22 Aug 15, 2022

Stocks are pausing today after a huge rally off of the June lows, as Chinese & U.S. economic data both weakened more than expected. Is the market rally durable or not? JPMorgan and Morgan Stanley have differing views, and we’ll get both of their takes. Plus, we’ll examine those signs of weakness in the Chinese economy. We’ll take a hard look at the impact here & abroad. And, two huge retail names report results tomorrow morning. We’ll give you the action, the story and the trade in Walmart & Home Depot in Earnings Exchange.

Tech Takes Off, Playing the Rally, and Crisis in Europe 8/12/22 Aug 12, 2022

The market is on pace to close out its first 4-week winning streak since the peak last September. The Nasdaq is now up 20% from the June lows, and we just got optimistic consumer data. We’ll explore whether the rally can hold. Plus, we’ll get a trader’s take on how to play this rally amid rising rates. And, a historic drought is plaguing Europe, and rivers are so low, ship can’t pass through with food & fuel. We’ll get a live report on this dire situation.

Time for a Fed pivot?, Risky Business?, and Cars, Clothes & The Cloud 8/ 11/22 Aug 11, 2022

We just got another lighter-than-expected inflation reading. But is it enough for the Fed to change course? And which course would keep the Bulls in charge? We’ll explore. Plus, we’re learning more about the rise – and the risks – of single-stock leverages ETFs. Former Nasdaq CEO Bob Greifeld will join us with his take on them. And, we’ll give you the action, the story and the trade on Rivian, Poshmark and Toast – and how to position on all 3 – ahead of results on deck in Earnings Exchange.

CPI-YAY?, Mice, Bees & Geese, and Carter Called It! 8/10/22 Aug 10, 2022

The good news: stocks are surging on a lighter-than-expected inflation report. The bad news: we’re seeing the weakest productivity growth for any expansion in post-war history. What does it all mean? We’ll explain. Plus, we’ll bring you the story, the action and the trade in Disney, Bumble and Canada Goose ahead of results on deck in Earnings Exchange. And, Carter Worth called the top for Energy back in May when he went short on the XLE and long on the broader market. He’s closing that position today, and will join us to reveal where he’s investing next.

Meme Mania returns, the Chips are down, and Crypto, Characters & Casinos 8/9/22 Aug 09, 2022

Meme stocks are making a comeback, with Bed Bath & Beyond doubling since August, and AMC Entertainment up 50%. It’s a headache for the shorts, but is this actually a good sign for the markets? And where’s all the cash coming from this time? We’ll explore. Plus, the Chips Act is now signed into law. And yet the Chip stocks are tumbling for a second straight day. We’ll talk to one of the key Senators involved about how soon & how much it will actually help U.S. chip makers. And, some big movers are about to reporter their results. We’ll bring you the story, the action and the trade in Coinbase, Roblox and Wynn Resorts in Earnings Exchange.

Nvidia’s warning, let the job market rip?, and the inflation situation 8/8/22 Aug 08, 2022

Stocks have turned lower, giving up the morning’s big gains even after the S&P hit a key technical level. Is it Nvidia’s fault after it pre-announced a revenue miss for Q2? We’ll explore. Plus, should the Fed just sit back and let the job market rip – or should they hike even more aggressively? We’ll debate which response is right following Friday’s red-hot jobs report. And, the Democrats are close to a historic win on climate and tax hikes with the Inflation Reduction Act. Could it propel them to a victory in the Midterms? We’ll discuss.

Big hike ahead?, The Experience Economy, and Mortgage Lender Shakeout? 8/5/22 Aug 05, 2022

A big surprise on the labor front, as the July jobs report came in much hotter than expected. So will the Fed ramp up rate hikes to help tame inflation? We’ll explore. Plus, consumers are spending big money on experiences, which helped Live Nation report a record quarter. The President & CFO joins us to discuss consumer trends post-pandemic. And, mortgage lenders have been hit hard by rising interest rates, and now there could be big a shakeout coming in the industry. We’ll bring you the latest details.

A Tale of Two Consumers, Tech Jobs Toppled, and Apple’s Ad Ambitions 8/4/22 Aug 04, 2022

As inflation sits at 40-year highs, the CEOs of Papa John’s and e.l.f. Beauty join us to discuss spending trends they’re seeing, and how it’s impacting their bottom lines. Plus, after holding the top spot for months, Tech hiring has slowed down significantly. So which industry takes the top spot now? The CEO of Recruiter.com joins us to ahead of tomorrow’s big jobs report. And, Needham’s Laura Martin says advertising will big Apple’s next big revenue stream. She joins us to make her case, and explain what kind of upside for shares she sees ahead.

Bet on Tech?, China’s Cyber Threat, and Charging & Snacking 8/3/22 Aug 03, 2022

Tech is leading the market’s gains today, as investors digest more Fed speak, earnings & economic data. But could the bounce be short-lived? We’ll look at 3 names poised to keep the gains going. Plus, how likely is a cyber attack against the U.S. in response to Speaker Pelosi’s trip to Taiwan? We’ll speak with a cyber security expert who expects China’s response to be “big.” And, we’ll give you the action, the story and the trade in Lucid, Sunrun and Hostess Brands ahead of results on deck in Earnings Exchange.

“Still a long way to go” 8/2/22 Aug 02, 2022

Despite coming off the Fed’s second 75 bps rate hike in a row, and just 3 days ahead of the July jobs report, San Francisco Fed President Mary Daly said there’s still “a long way to go” in the fight against inflation. We’ll explore what she says needs to happen. Plus, with inflation at 40-year highs, consumers are searching for any way to save right now. We’ll speak to the CEO of Misfits Market – which offers surplus produce and groceries at a discount – about the trends he’s seeing in the marketplace. And, we’ll give you the action, the story and the trade in AMD, Starbucks and PayPal ahead of results on deck in Earnings Exchange.

Regionals Rally, Uber on Deck, More Signs of a Cooling Housing Market 8/1/22 Aug 01, 2022

Banks historically do well in a rising rate environment, and this time around, regionals are the outperformers. We talk to the CEO of Texas-based Frost Bank about the activity he’s seeing and why he thinks inflation has peaked. And, Uber results are on deck…why share price could double over the next year. Plus, housing data firm Black Knight reporting home price appreciation posted its biggest monthly drop ever in June, what that means for both buyers and sellers.

How the Fed Can Stick the Landing, Tech-tonic Shifts, and Time to Buy the Farm? 7/29/22 Jul 29, 2022

GDP has contracted for the second straight quarter, but a recession has yet to be officially declared. Are investors focused on the wrong thing—and how should they position now? Amazon, Apple and ads—we parse the big trends in teach earnings and what those results reveal about the economy. And 3 Buys and a Bail: Food Edition. We head to the heartland where one trader is making big bets on agriculture…and shunning one delivery service.

Biden on Inflation Reduction Act, Royal Caribbean CEO on Beat, Yellen on US Economy 7/28/22 Jul 28, 2022

President Biden takes a victory lap with the surprise legislation from Democratic Senators Manchin and Schumer. Royal Caribbean CEO Jason Liberty discusses his take on second quarter strength, and why travelers are back on the high seas. Plus, Secretary Janet Yellen delivers remarks on the economy from the Treasury Department.

Fed Rate Hike on Deck, Housing Slowdown Hits Homebuilders, and Ads, Autos & Appliances 7/27/22 Jul 27, 2022

With just an hour away until the Fed decision, we discuss what Powell’s gotten right, what he’s gotten wrong, and whether or not its rapid rate hikes are a huge policy mistake. And as pending home sales in June fell 20% compared to the previous year, the CEO of the country’s largest builder weighs in on the impact of the cooling housing market on her bottom line. Plus—ads, autos, and appliances. We get the trade on Meta, Ford, and Stanley Black and Decker ahead of earnings.

Retail Ripples, a Big Tech Bet, and Labor Pains 7/26/22 Jul 26, 2022

Walmart just cut its outlook, sending retail stocks and the broader markets spiraling lower. And now Shopify is laying off workers as e-commerce slows. Are there any winners in the retail sector right now? We’ll explore. Plus, the Nasdaq is leading the market declines as Microsoft & Alphabet are set to report earnings after the bell. Should you buy either right now? Our trader will make her case for why one of them is worth a look here. And, we’ll check back in with AptarGroup CEO Stephan Tanda. When he first joined us in 2020 his company was having inventory woes. But now “job abandonment” is his biggest challenge. He’ll explain why.

Make or break week?, the Dividend Trade, and Supply Chain Pain 7/25/22 Jul 25, 2022

Stocks are in “wait-and-see” mode as we dive into a critical week for the market. Big Tech earnings are on deck, big economic data is due out and the Fed’s big decision on interest rates. Looms. We’ll walk you through what to expect, what’s priced in, and how to position. Plus, we’ll speak with an expert who says the market is “volatile & directionless” right now, so consider dividend-payers to ride out the storm. He’ll reveal his top picks. And, it’s not just Tech names reporting this week. We’ll look at the Chips, Homebuilders and Restaurants with results from NXP Semiconductor, PulteGroup and McDonald’s on deck in Earnings Exchange.

Disadvantaged?, The Fed’s Fight, and 3 Buys & A Bail 7/22/22 Jul 22, 2022

We’re back into “growth scare” mode, with weak PMI data out this morning and now Snap Inc.’s digital ad slowdown, too. Is it a Snap-specific problem, or an industry-wide sea change? We’ll get an insider’s view on how to position right now. Plus, we’re seeing more hiring freezes, corporate layoffs and warnings about the low-end consumer on Wall St. What does that say about the Fed’s inflation fight? We’ll discuss. And, we’ll give you three “Buys” and one “Bail” – depending on what kind of slowdown we’re heading into. Gina Sanchez joins us to reveal her top picks.

Europe in crisis, airlines under pressure, and Earnings Exchange 7/21/22 Jul 21, 2022

Europe is on the brink of crisis, as the continent grapples with energy cuts, collapsing governments and the first interest rate hike in 11 years, spurred by soaring inflation. How much worse can it get, and what does it mean for investors here at home? We’ll explore. Plus, the CEO of Alaska Air joins us with a dire warning on why you should book your holiday travel plane tickets right now. And, we’ll give you the action, the story and the trade in Snap, Inc., American Express and Verizon ahead of results in Earnings Exchange.

Bet on Tech?, Energy Fallout, and Breaking, Boarding & Building 7/20/22 Jul 20, 2022

The Nasdaq is leading the market’s rally higher once again. So is Tech the place for investors to be? One of our experts says “yes” – as long as it’s ‘resilient Tech.’ He’ll explain what that means. Plus, European countries are now being asked to ration natural gas amid the continent’s energy crisis. We’re live on the ground in Germany for the latest details, and we’ll discuss whether it could happen here next. And, earnings season is in now full swing. We’ll give you the action, the story and the trade in Tesla, United Airlines and D. R. Horton ahead of results on deck in Earnings Exchange.

Bet on the bulls?, an investor divergence, and films, freight & food 7/19/22 Jul 19, 2022

The bulls are charging back, as stocks stage another strong rally today. We’ll look at why we may be closer to the bottom than the top, and how one expert is positioning for what he calls “significant upside” ahead. Plus, there’s a major divergence growing between institutional and retail investors right now. We’ll tell you what it is, and what it says about the direction of the markets. And, Netflix is front & center as its earnings report looms after the closing bell. We’ll get you ready for that, plus results from J.B. Hunt and Cal-Maine Foods in Earnings Exchange.

Relief Rally?, Disney debate, and data, drugs & drilling 7/18/22 Jul 18, 2022

Stocks are higher once again today, with the Nasdaq now up 5% in July. So are slowdown fears over, or is growth rallying because it’s getting more scarce? We’ll discuss. Plus, Disney is the worst performing Dow stock over the past 3 months, 6 months and 12 months. Is it a macro issue? Politics? Or the CEO? We’ll have a bull-bear debate. And, earnings season is in full swing, with nearly a quarter of all Dow stocks set to report this week. We’ll give you the action, the story & the trade in IBM, J&J and Halliburton in Earnings Exchange.

The Exchange 7/15/22 Jul 15, 2022

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

100-point hike?, “peak inflation” and ad-ed value? 7/14/22 Jul 14, 2022

Fed Governor Christopher Waller says his base case is still “only” 75 basis points for this month’s rate hike. But are underwhelming bank earnings a bad sign? We’ll look at the tough spot the Fed & markets are in. Plus, Dan Yergin joins us with his take on whether or not inflation has peaked, as he’s warning investors about the future of copper and a deepening global energy crisis. And, Netflix is picking Microsoft to help it roll out ads. We’ll explain how this deal went down, and what it could mean for both companies.

The biggest takeaway from this CPI report 7/13/22 Jul 13, 2022

Kelly explains how the Fed’s case for a larger interest rate hike this month just became more convincing.

Inflation jumps, “uber credibility”, and Banks, Chips & Beef Jerky 7/13/22 Jul 13, 2022

Inflation soared to 9.1% in June, the fastest pace in 41 years. So why is the 10-year yield actually down today? We’ll look at the market-based inflation signals that have been dropping sharply, and could stay under pressure if the Fed does another large hike. Plus, David Zervos says the Fed has won “uber credibility” from their 75bps hike last month. But what do they need to do to keep that credibility? We’ll ask him. And, now that the CPI number is out of the way, markets can focus on earnings. We’ll get you ready for all the big names reporting tomorrow in Earnings Exchange.

Major market moves, “Primed” & ready, and a SPAC giveback 7/12/22 Jul 12, 2022

The Dollar is close to parity with the Euro. Bond yield curves are inverting or dropping sharply. And oil is collapsing again, back below $100/barrel. What are these big moves telling us? We’ll explore. Plus, Amazon Prime Day is officially underway. But there doesn’t seem to be as big a deal as in the past. Does the company still want retail to be its loss leader? We’ll take a hard look. And, Bill Ackman’s SPAC couldn’t make a deal, so it’s giving back the money. Are there really zero opportunities in this market, or is the SPAC model flawed? We’ll debate.

“The slowdown that we need” 7/11/22 Jul 11, 2022

Across the economy, we are starting to see signs of a slowdown – and that might not be a bad thing. We’ll explain why, and what that means for you & your money. Plus, we’ll hear from one analyst who says restaurants actually want a recession now. He’ll explain why, and give us some stocks to watch. And, we’ll look at all of the ways the Twitter/Elon Musk saga could. We’ll run through 8 possible outcomes that are on the table right now.

372K jobs, Twitter Turmoil, and Mortgage Mania 7/8/22 Jul 08, 2022

The U.S. economy added 372,000 jobs in June, bringing the overall total to more than 2.7 million since January. And separate data shows consumers are still spending. We’re definitely not in a recession right now, so what does that mean for markets? We’ll explore. Plus, Elon Musk’s deal to buy Twitter is reportedly in serious jeopardy. Is this the time the deal finally falls apart? And what happens to Twitter – and Tesla – shares if it does? We’ll debate. And with rates on rebound today, mortgage rates are set to hover around 6%. What does that all mean for housing? We’ll look at the stats, the story and the trades in three different parts of the sector.

Areas of opportunity, a crucial jobs report, and a commodity comeback? 7/7/22 Jul 07, 2022

Stocks are on the rebound again, as the Nasdaq tries to string together a four-session win streak. We’ll look at what’s prompting this change in investor sentiment, and where the best opportunities are right now. Plus, we can’t have a recession if the labor market remains this tight. But will it? We’ll look ahead to tomorrow’s big jobs report. And, oil is bouncing back strongly today, but commodities have gotten crushed lately. We’ll get you the stats, the story and the trade on crude, metals & more.

“The Weirdest Economy That I’ve Ever Seen”, The Crypto Contagion, and a Contrarian Housing Call 7/6/22 Jul 06, 2022

Ahead of the Fed minutes, one market strategist tells us why this is “the weirdest economy” she’s ever seen, and why she’s sticking with one beaten-down sector. Voyager Digital just the latest casualty in the crypto collapse, the CEO of one digital bank tells us why she’s saying “good riddance” to a lot of the ecosystem. And mortgage applications fell again last week as rates sit at multi-year highs, but one analyst is getting bullish on a lender.

Inflation vs. Recession, and Strong Dollar Trades 7/5/22 Jul 05, 2022

It’s a new week, but the same old story as stocks sell off once again. It comes as concerns of a possible recession continue to grow, especially in Europe. We’ll hear from an expert who says the biggest risk to markets is a Fed overreaction right now. Plus, Bill Ackman says the Fed needs to kill off inflation to save the economy. So who’s right? And what does the Fed need to do here? We’ll ask Jefferies Chief Market Strategist David Zervos. And, the U.S. Dollar just hit a 20-year high against the Euro. We’ll tell you what it means for you, and how to trade it.

Data Dilemma, State of the Unions, and Three Buys & A Bail 7/1/22 Jul 01, 2022

The chorus of calls that we’re already in a recession is growing, and yet data continues to show signs of strength. Is the data just lagging, or a different picture of the economy entirely? We’ll explore. Plus, Apple, Amazon and Starbucks are all facing labor battles as the unionization push grows. We’ll get the latest on each, and the impact it’s having on their stocks. And, we’ll get you ready for the second half of the year with a brand new edition of Three Buys & A Bail.

From the Desk of Kelly Evans: Jobs, not GDP, are the key 6/30/22 Jun 30, 2022

Kelly explains why the labor market is key to where the economy goes from here.

Time for a turnaround?, Crypto Carnage, and I-P-OMG 6/30/22 Jun 30, 2022

Stocks are lower again today, as we close out the worst first half since 1970. But previous bad starts have been followed by strong finishes. Is there hope for a rebound? We’ll discuss. Plus, Crypto is also getting crushed this year. Bitcoin is now down 60%, and back below $20,000. We’ll explore why bad news for the entire sector keeps rolling in. And, the Renaissance IPO ETF has lost half its value in 2022, on pace for its worst quarter ever. We’ll help you hunt for opportunities amid the wreckage in Three Buys & A Bail.

Second half playbook, the Great Crypto Unwind, and time to play offense? 6/29/22 Jun 29, 2022

The S&P 500 is on pace for its worst first half since 1970. Will it be different story in the back half of 2022? We’ll look at the dynamics at play as June nears a close. Plus, the collapse in Crypto prices has one expert saying it reminds him of the 2008 housing crisis. He’ll join us to explain why, and what he sees happening next. And, we’ll speak with an expert who says investors should forget about “safe havens” and defensive plays in the second half -- it’s time to start playing offense, and he has picks for us.

Recession obsession, Retail Wreck, and Chex & Paychex 6/28/22 Jun 28, 2022

Ark Invest’s Cathie Wood says the U.S. is already in a recession. But Fed Official John Williams says the economy is “strong.” Who’s right, and what should you do with your money here? We’ll explore. Plus, retailers like Allbirds & Warby Parker rushed to go public during the height of the pandemic e-commerce boom, but now they’ve plunged 70% so far this year. Are they prime takeover targets? We’ll debate. And, we’ll bring you the action, the story and the trade in Bed Bath & Beyond, General Mills and Paychex ahead of results on deck in another edition of Earnings Exchange.

From the Desk of Kelly Evans: Things are looking up 6/28/22 Jun 28, 2022

Kelly explains how there are signs the macroeconomic environment is actually improving.

Second-Half Strategy, bitcoin bottom?, and 3 Buys & A Bail 6/27/22 Jun 27, 2022

Stocks are trying to stay positive as they come off a huge week of gains. And yet, all the major averages are still down 13% or more this year. We’ll give you some advice on what to buy for the back half of the year as the calendar turns to July. Plus, if you thought 2022 was bad for stocks, it’s been even worse for Crypto. We’ll hear from an expert who says the bottom isn’t even in yet. And, the Consumer Staples have been a bright spot in this volatile market. We’ll get 3 Buys & A Bail across that sector from our trader.

Recession or Reset?, The Corporate Response to Roe v. Wade, and The Week that was in Housing. 6/24/22 Jun 24, 2022

We’ve seen a sharp reversal in several key market readings on inflation, especially after the Fed hiked rates by 75 basis points last week. So is this a victory or a warning sign for the Fed and the markets? Plus, the week that was in housing… from new and existing home sales to homebuilder earnings to the rise in ARMs, we make sense of the data and what it’s telling us about the health of the housing market. And the corporate response to the historic Supreme Court decision that overturned Roe v. Wade. We have the reaction from the health care world and from big tech.

Time to buy Apple?, D.C. Energy Summit, and cars, cruises & cardboard boxes 6/23/22 Jun 23, 2022

The morning stock rally is fading, though the Nasdaq is still higher and up 4% in the past week. Is Tech ready to take off again? We’ll ask a top analyst if it’s time to buy Apple and other names. Plus, energy executives are heading to Washington, a day after President Biden pitched a gas tax holiday. We’ll bring you the details. And, we’ll give the action, the story and the trade in CarMax, Carnival and FedEx ahead of results on deck in Earnings Exchange.

Hawk talk, gas tax holiday, and construction, consulting & consuming 6/22/22 Jun 22, 2022

Fed Chair Jerome Powell is testifying on Capitol Hill today, and the markets seem to like what’s saying. But even with Powell sounding hawkish on inflation, is that what the averages need to here? We’ll debate. Plus, President Biden is set to officially propose a gas tax holiday. It should lower pump prices in the short term, but what about the long-term? We’ll explore. And, we’ll bring you the action, the story and the trade in KB Home, Accenture & Darden Restaurants ahead of results on deck in Earnings Exchange.

Stocks rally, a turning point for housing?, and currency & The Cloud 6/21/22 Jun 21, 2022

Stocks are on pace for their best day in June, even as calls for a recession keep growing louder. Former Treasury Sec. Larry Summers says the unemployment rate might need to go up for 5 years to beat inflation. If that’s true, what does it mean for markets? We’ll explore. Plus, home sales fell for a fourth straight month in May, and now one of the nation’s largest homebuilders says it’s seeing a slowdown. Have a we reached a housing infection point? We’ll debate. And, we’ll take a hard look at the stocks, the stats and the strategy on three names most exposed to the surging dollar.

Not a Textbook Recession, The EV Outlook, and Trading the Travel Sector 6/17/22 Jun 17, 2022

Stocks higher after yesterday’s sell-off, but slowdown fears still loom. Why one economist says it won’t be a ‘textbook recession.’ EV demand is strong, but the stocks are getting crushed. We explore what’s behind the divergence. Plus, trading the travel names—why hotel stocks are a buy, despite consumer concerns.

Title: Rate Hikes Heard ‘Round the World, Commodity Breakdown, and Trading the Tech Wreck 6/16/22 Jun 16, 2022

Central banks around the world raising rates after the Fed’s 75 bps hike, including a Swiss surprise, so is the era of free money over? And what does that mean for stocks? From oil to nickel to wheat, commodity prices have been on a tear this year, but one technician is seeing signs of a trend breakdown. Plus, the Nasdaq is down 35% from its all-time high…one trader tells us how she’s playing it and the names to add in a downturn.

Countdown to Fed decision 06/15/22 Jun 15, 2022

We’re awaiting a crucial decision on interest rates from the Federal Reserve. Will they hike by half a percentage point? Three-quarters? Or even a full point? We’re just minutes away from getting an answer, and we’ll explain all you need to know.

Decision Dilemma, Bottom Fishing, and Oil to $175? 6/14/22 Jun 14, 2022

The countdown to the Fed is on. Will it be 50 basis points or 75? What does the economy need? What does the market want? We’ll try to answer all those questions. Plus, all this as the price of oil keeps going up. We get a technical take of why we could hit $175 a barrel. And, a look at three tech stocks with the most buys and big upside targets on Wall Street.

The selloff continues 6/13/22 Jun 13, 2022

We’ve got another big market selloff on our hands, as the S&P slides back into bear market territory to its lowest level since March 2021. Meanwhile, the crypto market is crashing, the 10-year yield and mortgage rates are surging, and the Fed’s next big rate decision is less than 48 hours away. We’ll bring you all the latest details as they break, and keep you up to date on what’s happening around Wall Street & beyond.

Red-hot inflation reading sinks stocks 6/10/22 Jun 10, 2022

The averages are lower across the board, on pace to post their worst week since January as inflation soars to 40-year highs. The Dow is down for the 10th time in 11 weeks, which hasn’t happened since The Great Depression. And the Nasdaq is in the midst of its worst stretch in 20 years, as inflation fears slam the Tech sector. We’ll tell you all you need to know, and offer ways to protect your portfolio amid the market selloff.

Bouncing at the bottom?, lumber overload, and signatures, subscriptions & skiing 6/9/22 Jun 09, 2022

Markets are lower today, as the recent rebound peters out. Are stocks just destined to bounce along the bottom for a bit? We’ll debate. Plus, lumber prices have tumbled nearly 60% in the past three months, going from a shortage to a supply glut. Is this a sign of broader deflation? We’ll explore. And, we’ll bring you the action, the story and the trade in DocuSign, Stitch Fix and Vail Resorts ahead of results on deck in Earnings Exchange.

Nasdaq comeback, the Chairman’s changes, and bargains, batteries & bling 6/8/22 Jun 08, 2022

The Nasdaq is having another volatile session, but has still managed to climb to back to where it was in early May. Is this a bear market bounce, or a durable bottom? We’ll explore. Plus, the Chairman of the SEC is out with some new rules for the stock market. We’ll hear from one of his biggest critics, and reveal what he thinks could be the fallout. And, we’ll bring you the action, the story and the trade in Five Below, Nio and Signet Jewelers ahead of results on deck in Earnings Exchange.

Retail wreck, crypto & congress, and broth, booze & bargains 6/7/22 Jun 07, 2022

Retail is getting wrecked again, as Target warns of weakening profit margins due to increased inventory and cost pressures. But is this just a Target problem, or sector wide? We’ll explore. Plus, a bipartisan bill to define and regulate the Crypto industry is being introduced on Capitol Hill today. But what does it say? And what would it actually do? We’ll give you the answers. And, we’re taking a hard look at consumer spending in Earnings Exchange. We’ll bring you the action, the story & the trade in Campbell Soup, Brown-Forman and Ollie’s Bargain Outlet ahead of results.

All about Apple, the recession obsession, and how high can it go? 6/6/22 Jun 06, 2022

Apple’s WWDC event is underway, as investors look for anything that can turn shares of the stock around. We’ll bring you live updates as they happen. Plus, stocks are losing most of their gains of the day as they try to rebound from last week’s slide. Are the markets still too volatile to jump in right now? We’ll debate. And, crude oil is nearing $120/barrel, as gasoline prices surge to record highs. How much higher will energy prices go, and should consumers expect more pain ahead? We’ll explore.

390K jobs, the Fed’s next move, and “Goldilocks” stocks 06/03/022 Jun 03, 2022

We just got another blockbuster jobs report, as the economy added 390,000 jobs in May amid more folks entering the workforce. Average hourly earnings also rose 5% from last year, with no signs of a slowdown. So does the Fed have to get even more aggressive? Cleveland Fed President Loretta Mester joins us with her take on the numbers, and what they mean for the pace of rate hikes. Plus, as the Fed tries to engineer a “Goldilocks” economy, we’ll talk with an expert searching for Goldilocks stocks – not too expensive, but not falling knives either. We’ll get her picks.

The #1 Priority, an oversold bounce?, and software, soft pants & soft couches 6/2/22 Jun 02, 2022

The Fed is squarely focused on inflation, with Vice Chair Lael Brainard saying bringing it down is now the number one priority. But can the market weather a more hawkish Fed this year? And what does it all mean for the economy and labor market? We’ll discuss. Plus, stocks are turning higher after a brief bout of selling. Is this just an oversold bounce, or could stocks prove to be a haven in these inflationary times? We’ll debate. And, we’ll bring you the action, the story and the trade in Asana, Lululemon and RH ahead of results on deck in Earnings Exchange.

From the Desk of Kelly Evans: Let the great QT begin 6/1/22 Jun 01, 2022

Kelly explains why the Fed has a tricky road ahead to navigate.

The Fed’s shrinking balance sheet, a mortgage meltdown, and dogs, devices & data 6/1/22 Jun 01, 2022

The Federal Reserve has officially begun the process of balance sheet runoff, starting with $47.5 billion one month from now. But even Chair Jerome Powell doesn’t seem sure of what the impact of this additional tightening will be. We’ll tell you all you need to know. Plus, new data shows mortgage demand has fallen to a 4-year low. Prices are still rising for now, but what if rates spike even further? We’ll explore. And, we’ll give you the action, the story and the trade in Chewy.com, GameStop and Public Storage ahead of results on deck in Earnings Exchange.

Biden Meets with Powell, from “TINA” to “TARA,” and is the Consumer Confident? 5/31/22 May 31, 2022

President Biden meets with Fed Chair Powell for the fourth time since he took office to discuss how to tamp down inflation--this after the President laid out his plan to fight rising costs in an op-ed over the long weekend, which includes not meddling with the Fed. But what can actually be accomplished? We discuss. Forget the “TINA” trade, the new kid on the block is “TARA,” according to one strategist. Why he says there ARE alternatives to stocks out there and where he’s buying. Plus, the CEO of the Conference Board joins us on the heels of May’s Consumer Confidence print—we dig into the softening spending outlook and the surprising areas where Americans are cutting back.

From the Desk of Kelly Evans: Inflation gets political 5/31/22 May 31, 2022

Kelly explains why the inflation situation is at a serious crossroads.

“Value Man”’s Mid-Term Picks, The Stealthy EM Rally, and the Mall Name to Own 5/27/22 May 27, 2022

“Value Man” tells us the names he’s picking to weather both inflation AND a recession—and what’s behind his new nickname. And while the US markets were busy selling off, Latin American markets were busy posting gains, but is there more room to run? Plus a retail edition of three buys and a bail and our trader has the case for why you might want to own one of the mall names.

Dow on a winning streak, rockin’ retail, and a housing slowdown 5/26/22 May 26, 2022

Stocks are higher again today, a fifth-straight positive session for the Dow as it tries to stop an 8-week skid. We’ll look at what it tells us about the Fed and the market’s next move. Plus, retail is rallying hard today, with most of the S&P 500’s biggest gainers being consumer names. Did the markets overreact to Walmart & Target results? We’ll explore. And, while the retail picture is mixed, the housing picture is very clear. The real estate market is slowing fast, as low inventories and high prices persist. We’ll get the latest on the state of housing.

Housing slump, retail rebound, and soaring energy prices 5/25/22 May 25, 2022

Investors are still reeling from yesterday’s new home sales miss, as new data shows mortgage applications continue to decline as well. Could the housing slump lead the Fed to slow the pace of rate hikes? We’ll speak with an expert who says a hike-point hike now looks dicey. Plus, retail is rebounding today, and the back of solid results from Nordstrom and upbeat guidance from Dick’s Sporting goods. Was last week’s rout overdone? We’ll debate. And, natural gas and gasoline prices continue to surge, heading higher ahead of the holiday weekend. We’ll explore what it means for the economy and investors.

Recession obsession, social distortion, and Earnings Exchange 5/24/22 May 24, 2022

There are so many trouble spots in the market today, from Tech to Retail and even new home sales plunging. Are we headed for a recession? Or is this just a post-pandemic reset? We’ve got your playbook on what’s working right now. Plus, we’ll do a deeper dive on what’s ailing the social media space. If the Internet ad boom is near an end, what comes next? We’ll explore. And, we’ll give you the action, the story and the trade in Toll Brothers, Nordstrom and Dick’s Sporting Goods in our latest edition of Earnings Exchange.

Recession fears overblown?, rising tensions, and cars, calls & computers 5/23/22 May 23, 2022

CEOs of some of America’s biggest banks are now saying recession fears are overblown. But former Fed Governor Lawrence Lindsey disagrees. He’ll us join to explain why. Plus, President Biden says he’s willing to use force to defend Taiwan. And China is reacting angrily, saying there’s no room for compromise on the issue. We’ll bring you the latest details. And, we’ll give you the action, the story and the trade in Zoom Video, Best Buy and two beaten-down auto parts retailers in our latest edition of Earnings Exchange.

100 bps or bust?, Tech bargain bets, and 3 Buys & A Bail 5/20/22 May 20, 2022

We’ve officially hit a bear market, as the S&P 500 slides 20% from its record intraday high set back in January. Jim Cramer says Fed Chair Powell needs to go big, and he needs to do so now. We’ll explain why the case for further tightening still remains strong. Plus, it’s time to get into Tech, but not with the usual suspects. We’ll reveal three mid and large-cap names Goldman Sachs sys are buys right now. And, we’ll give you three names to buy, and one to avoid amid market volatility in 3 Buys & A Bail.

Wild swings, the retail rut, and chips, clothes & crops 5/19/22 May 19, 2022

The Nasdaq is trying to rebound after a 5% plunge yesterday, while the Dow is negative once again. We’ll speak with a 5-star fund manager who has 5 picks to weather macro headwinds. Plus, retailers with pricing power are outperforming, but no one seems to care. One analyst is even cutting estimates across the board – except for two names. And they might surprise you. And, we’ll give you the action, the story and the trade in Applied Materials, VF Corporation and Deere & Co. ahead of results in our latest edition of Earnings Exchange.

Stocks Sell Off, Margins Collapse, and a Super Bubble? 5/18/22 May 18, 2022

An ugly session on Wall Street. Target logging its biggest earnings miss since 1996 just a day after Walmart had its worst trading day since 1987. We have the latest on the profit margin collapse and what it says about the strength of the consumer. Plus, an exclusive interview with famed value investor Jeremy Grantham. He warns that these declines are signs that the market overall has a lot further to drop. He also warns that inflation will be a problem for decades. And, transport stocks get hit hard with a gallon of gas averaging $4 dollars in every state for the first time ever. We look at whether there could be any relief in sight.

Warning signs, metals melting, and a chip contender 5/17/22 May 17, 2022

Shares of Walmart are getting slammed, on pace for their worst day in 35 years after the CEO made some troubling comments about inflation pressures. Is this a warning sign that consumers are paying so much more for food that they won’t be able to afford other items on their shopping list? We’ll explore. Plus, we’re in the thick of red-hot inflation and a volatile stock market. So why are “safe haven” precious metals losing value? We’ll ask the CEO of Barrick Gold. And, chip stocks are higher today after AMD got an upgrade to “Buy” at Piper Sandler. We’ll speak to the analyst behind the call about why he sees 40% upside from here.

Beaten down, bouncing back?, Crypto Crush, and Retail Results 5/16/22 May 16, 2022

Stocks are starting the week the same way they finished the previous 6: lower. We’ll look at some beaten-down stocks and as if now is the time to buy. Plus, Bitcoin is sliding again today, trading back below $30K. What’s going on in the crypto market, and why aren’t investors buying in? We’ll explore. And, as a big week of retail earnings kicks off, we’ll highlight Walmart and Home Depot ahead of results in Earnings Exchange.

Stocks rally, a Twitter saga twist, and the “4 D’s” 5/13/22 May 13, 2022

Stocks are rebounding today as they close out a brutal week. Everything from Large Cap Tech to crude oil surging higher. We’ll speak with an expert who says her client influents are up, and outflows are nearly nonexistent. We’ll ask which names she’s buying now. Plus, Elon Musk announced his deal to buy Twitter is on hold, only to say he’s “still committed” a short time later. We’ll bring you the latest details in the saga. And, we’ll highlight “4 D’s” – a defensive name, a dividend payer, a disruptor and a “disaster” -- in our latest edition of 3 Buys & A Bail.

From the Desk of Kelly Evans: Crypto has its 2008 moment 5/13/22 May 13, 2022

Kelly opines on the collapse in cryptocurrency prices.

Crypto gets crushed, buy now & pay for it later?, and Bill Miller live 5/12/22 May 12, 2022

It’s shaping up to be another wild day for the markets, as the S&P 500 briefly touches its lowest level in more than a year. Legendary investor Bill Miller, who called the pandemic bottom on our show in March 2020, joins with advice on what to do right now. Plus, Bitcoin is reversing higher after briefly slipping below $25,000. Can you – and should you – still own it for the long run? We’ll debate. And, BNBL player Affirm reports results today. With shares down 85% this year, should you buy it now, or will you pay for it later? We’ll explore.

Peak Inflation?, Not-so-Stablecoins, and Mortgage Mayhem. 5/11/22 May 11, 2022

Another high inflation reading…will the Fed have to do more tightening than the market expects this year? We look at the potential fallout. Plus, Stablecoin “TerraUSD” broke its one-to-one peg to the dollar, plunging to as low as 26 cents. How did it happen and where do we go from here? And, as mortgage rates rise, so is the demand for riskier loan products. Adjustable rate mortgage applications hitting a 14-year high last week. The CEO of one of America’s largest lenders joins us with the trends he’s seeing and the implications for the housing market.

What to buy now, Peloton’s problems, and Earnings Exchange 5/10/22 May 10, 2022

The morning’s attempt at market rebound is fading, as the Dow erases an early 500 point gain and turns negative. What should you do as the markets try to find a bottom? We’ll bring you some stock picks. Plus, the wheels continue to fall off for Peloton, now down 85% this year. What can the company do to right the ship? We’ll explore. And, we’ll bring you the action, the story and the trade in Coinbase, Rocket Companies and Occidental Petroleum ahead of results on deck.

From the Desk of Kelly Evans: Soaring rates and the next inflation problem 5/9/22 May 09, 2022

Kelly ponders what comes next for the economy.

Stocks extend losses, banking on Financials, and Earnings Exchange 5/9/22 May 09, 2022

There’s been no letup from the market selling pressure, as the Nasdaq falls to its lowest intraday level since November 2020. Are the markets stuck in this cycle until Fed Chair Powell gets more aggressive? We’ll debate, and tell you where to find value right now. Plus, Financials are falling despite rising rates. So what’s the disconnect? We’ll explore, and tell you whether or not you can still bank on this trade. And, we’ll preview three big names getting ready to report in Earnings Exchange, with XPO Logistics, Simon Property Group & Peloton results on deck.

Markets in turmoil, checking the charts, and more jobs, more wages? 5/6/22 May 06, 2022

It’s been a roller coaster day for the averages, as the markets close out another volatile week of trading. We’ll cover a bunch of stock picks from every corner of the market, and debate where things go from here. Plus, we’ll take a hard look at the charts to determine whether we’ve gotten the “all clear,” or if the bottom is yet to come. And, we’ll check out the employment picture after another strong jobs report, and explore whether or not Fed Chair Powell needs to put bigger rate hikes back on the table.

From the Desk of Kelly Evans: What are we even rooting for anymore? 5/6/22 May 06, 2022

Kelly explains why it’s getting increasingly difficult to react to economic data in this market environment.

Tracking the market selloff 5/5/22 May 05, 2022

The averages are selling off in a big way, on pace for their worst day of 2022 and wiping out yesterday’s huge Fed-fueled relief rally. A 75 basis point rate hike might be off the table, but inflation certainly is not. We’ll cover all the angles, and tell you the best ways to make money right now as we try to make sense of this market, and whether or not the Fed is making a historic mistake.

From the Desk of Kelly Evans: Everyone's confused about inflation (#teamfullpointhike) 5/5/22 May 05, 2022

Kelly explains why investors are concerned the Fed may not have been hawkish enough at the May FOMC meeting.

Countdown to the Fed, go for Growth?, and ‘where in the world’ 5/4/22 May 04, 2022

We’re just one hour away from the Fed’s decision on interest rates, with a half-point hike expected to come. But how hawkish will the statement be? And what will Chair Powell say? We’ll cover all the market angles for you. Plus, as the Fed ramps up tightening and rates surge, it seems like the worst time to buy into Growth stocks. But we’ll ask an expert why he believes they’re starting to look attractive, and which headwinds he sees abating. And, it’s not just the U.S. -- central banks are raising rates around the world. We’ll take a trip around the globe looking for potential investing opportunities with longtime investor Mark Mobius.

Fed, up!, Risky business?, and chips, cars & coffee 5/3/22 May 03, 2022

A half-point hike is what most are expecting from the Fed tomorrow, but one expert says don’t rule out a 75 bps hike down the road. She’ll join us to explain what else she sees ahead, and where you can find opportunities in the market in the meantime. Plus, as mortgage rates rise, riskier loans are making a comeback. How might this affect the market and economy moving forward? We’ll explore. And, we’ll bring you the story, the action and the trade in AMD, Lyft and Starbucks ahead of results on deck in Earnings Exchange.

Opportunity in volatility, buying the tech wreck, and countdown to the Fed 5/2/22 May 02, 2022

It’s a new month, and investors are hoping a new start to a new market too. We’ll speak with an expert who insists we’re near the end of this selloff, and will explain why. Plus, we’ll highlight the “6 Pillars of Tech,” from software to 5G wireless. We’ll look at the ‘least bad’ names amid the wreckage and tell you how to trade them here. And, we’re just 48 hours away from a historic Fed decision. Everyone is expecting a half point hike, but David Zervos will explain why the Fed can’t afford to be complacent.

50 points for sure?, Cathie Wood live, and 3 Buys & A Bail 4/29/22 Apr 29, 2022

Stocks are lower, with the S&P 500 on track to cap off its worst month since the pandemic first hit. And it comes amid another red-hot inflation reading. If you were hoping the Fed’s hawkishness was peaking, you might have to wait. We’ll explore what it means for markets and your portfolio right now. Plus, Ark Invest’s Cathie Wood joins us live to discuss some of the largest holdings in her Ark Innovation Fund, on the heels of beefing up her stake in beaten-down Teladoc. And, we’ll bring you a special “earnings hangover” edition of 3 Buys & A Bail, where we’ll tell you which stocks to scoop up or ditch after results.

A bold recession call, and big tech on deck 4/28/22 Apr 28, 2022

Stocks are in the green again today, despite a surprise drop in GDP. But it’s not last quarter that people are really worried about. We’ll check in with a seasoned economist who says there’s no way the Fed can pull off a soft landing here, and that the coming downturn will be worse than he thought, too. Plus, with how should investors trade big tech names ahead of Q1 results? We’ll give you the story, the action and the trade in Amazon, Intel and Robinhood in Earnings Exchange.

No alternative?, chip wreck, and Earnings Exchange 4/27/22 Apr 27, 2022

Not only are stocks higher today, but the Dow is rising despite a huge drop in Boeing shares post-earnings. But the S&P 500 is still down 6% in the past week. Are U.S. stocks no longer the best game in town? We’ll explore. Plus, looming China Covid lockdowns mean the chip shortage could get worse before it gets better. We’ll tell you who’s most exposed. And, earnings have been all the difference in this market. We’ll look at Meta, Pinterest and Teladoc ahead of results after the closing bell today.

Another ugly day, how many hikes?, and Earnings Exchange 4/26/22 Apr 26, 2022

Stocks are selling off once again today. Yesterday they turned positive in afternoon trading, but today looks like a different story. We’ve got all the angles covered. Plus, while some experts are calling for a recession, others are saying the Fed isn’t tightening enough. We’ll explain why new economic data has some calling for even more hawkishness. And, the Nasdaq is down nearly 3% with a host of big tech earnings on deck. We’ll highlight Alphabet and Microsoft ahead of results in Earnings Exchange.

Driving the action, Fast Fed, and the busiest week of earnings season 4/25/22 Apr 25, 2022

Stocks and yields are dropping in tandem today, while oil falls as Covid spreads in China. We’ll look at the early fallout, and the ripple effect from the surging U.S. dollar. Plus, all of this is happening amid the fastest Fed tightening cycle in 40 years. Will it be forced to back off those plans, or is this action actually helping achieve its goals? We’ll explore. And, the busiest week of earnings season is now underway. We’ll take a look at General Electric, 3M and Whirlpool ahead of results on deck in Earnings Exchange.

Fed fallout, gaining altitude, and big tech on deck 4/22/22 Apr 22, 2022

Stocks are selling off sharply as yields rise, a day after Fed Chair Jerome Powell signaled a 50 basis point rate hike is on the table. We’ll cover all the angles. Plus, not every sector is down today. Airlines have been a key outperformer, and one analyst says there’s still more upside to come. He’ll join us to explain why. And, with big tech earnings on deck next week, we’ll look at three names to buy and one name to bail on in the space ahead of upcoming results.

Rate hike hint?, a streaming sea change, and camera, consumers & crude 4/21/22 Apr 21, 2022

We’re moments away from hearing Fed Chair Jerome Powell speak live at the IMF roundtable. Will he solidify the case for a 50 basis point rate hike in May? We’ll bring you in as he speaks. Plus, a day after Netflix plunged on major streaming changes, there’s word that CNN+ is shutting down less than a month after launching. We’ll have the latest details. And, we’ll bring you the story, the action and the trade in Snap Inc., American Express and Schlumberger ahead of results on deck in Earnings Exchange.

What’s next for Netflix?, oil spillover and cars, planes & metal 4/20/22 Apr 20, 2022

If you thought the action in Netflix looked bad last night, it’s even worse today – now down 37%, and dropping below $100B market cap. Is it too late for the streaming pioneer to turn things around? We’ll talk to the analyst who called this one right -- Needham’s Laura Martin. Plus, is what’s bad for Netflix good for other parts of the market? We’ll speak with an expert who says this makes him even more bullish on energy now. And, we’ll give you the story, the action and the trade in Tesla, United Airlines and Alcoa ahead of results after the closing bell today.

From the Desk of Kelly Evans: What's going on with commodities? 5/19/22 Apr 19, 2022

Kelly explains what commodity prices are signaling about the economy right now.

Fed up with inflation, unmasked, and the defense trade 4/19/22 Apr 19, 2022

Stocks are on the rise, despite yields surging higher once again. Is the market rally just a head fake? We’ll debate. Plus, it’s a big win for the airline industry now that mask wearing is optional on flights. But is there more turbulence ahead? We’ll explore. And, the CEO of Lockheed Martin joins us to talk earnings, supply chain and the company’s talks with the Pentagon about sending weapons to Ukraine.

Go for growth?, rising rates and off the grid 4/18/22 Apr 18, 2022

The 10-Year Treasury Yield just hit 2.88%, the highest level we’ve seen since 2018. That means mortgage rates aren’t done going higher, either. And as for stocks? We’ll speak with an expert who says you should dump growth and go for dividend payers right now. Plus, we’ll tell you three Tech stocks to buy and one to avoid in a “rising rates” edition of 3 Buys & A Bail. And, we’ll take a look at the missing link in the clean energy revolution: the power grid. We’ll give you some under-the-radar plays to cash in.

Recession protection, making money in mortgages and 3 Bails & A Buy 4/13/22 Apr 13, 2022

More than half of Americans believe we’re heading into a recession. And if history is any guide, they’ll likely be proven right. But that history doesn’t include inflation spikes like the one we’re seeing now. We’ve got stock picks for whichever type of market you want to bet on. Plus, as rates rise and the mortgage market slows, we’ll speak with the CEO of Rocket about how his company can make money in this environment. And, our trader is worried about earnings season, seeing potential destruction ahead for some stocks. We’ll get her 3 “Bails” and one “Buy” for investors here.

Inflation peaking?, the box office battle, and Banking, Bedding & Boarding 04/12/22 Apr 12, 2022

Inflation just hit a new 40-year high, and the market seems to think the worst of it might be behind us. But is that sentiment premature? And will it change anything when it comes to the Fed’s tightening plan? We’ll discuss. Plus, we’ll speak with the CEO of Paramount Pictures about the box office, streaming wars and if there’s more room to run in the stock. And, we’ll bring you the action, the story and the trade in a big bank, a beaten-down retailer and an airline all set to report in Earnings Exchange.

Not so fast?, Musk’s next move, and a new hot spot? 4/11/22 Apr 11, 2022

Yields are spiking around the globe, and that continues to be a huge headwind for Tech. The Nasdaq is now down 1,000 points in the past week. But is talk of a recession premature? We’ll speak with an analyst who says even the downturn in the transport stocks isn’t as bad as you might think. Plus, Elon Musk’s Twitter saga has taken a new turn, as he won’t take a seat on the board after all. So where do we go from here? We’ll explore. And, as China’s Covid lockdowns grow, will American companies look to move manufacturing operations elsewhere? We’ll look at the fallout.

Too far, too fast?, rates & real estate, and 3 Buys & A Bail 4/7/22 Apr 08, 2022

As rates continue to shoot higher, we’ll hear from one economist who says the Fed won’t be able to follow through on its tightening plans. Plus, we’ll do a deep dive on how rising rates are impacting real estate. Could we be at a turning pointing from residential to office strength? We’ll ask Don Peebles. And, earnings season kicks off next week, led by the big banks. But which is a buy, and which is a bail? We’ll ask our trader Gina Sanchez.

The Fed’s toolbox, “nailed” it, and Apple swings for the fences 4/7/22 Apr 07, 2022

The market is still feeling a bit nervous as the Fed gets more aggressive on tightening, and now there’s a new wrinkle they’ll need to digest too. We’ll discuss. Plus, Home Depot & Lowe’s are both down more than 20% this year as rising rates spoil the reno boom. We’ll speak with the analyst that called this home improvement downturn last year. And, today is opening day for Major League Baseball, which also marks the debut of MLB games exclusive to Apple. Will it be a home run, or a strikeout for the tech giant? We’ll debate.

From the Desk of Kelly Evans: The bond rout deepens 4/7/22 Apr 07, 2022

Kelly helps make sense of carnage in the bond market.

An Ugly Market Session, What the Fed said, and Trading Teen Trends 4/6/22 Apr 06, 2022

The market is flashing plenty of warnings signals, so what’s the right playbook now? We take a look. Plus, as the market braces for an aggressive Fed, we look ahead to the latest fed minutes and what they may tell us about the balance sheet and rate hikes. And taking the pulse of teenagers in America. We look at what they’re buying, eating and sharing-and how to trade the trends.

“Much too high”, board already?, and 3 Buys & A Bail 04/05/22 Apr 05, 2022

Some hawkish words from a usually dovish Fed Governor, with Lael Brainard saying inflation is much too high, and the Fed may have to get even more aggressive. We’ll look at the fallout as rates rise. Plus, Elon Musk is joining the Board of Twitter, just a day after disclosing his stake in the company. We’ll speak with an analyst who’s downgrading the stock despite it soaring 30% in 2 days. And, we’ll get a trader’s take on 4 major stocks – 3 to buy here, and one to avoid -- just as earnings season heats up and the yield curve inverts in “3 Buys & A Bail.”

From the Desk of Kelly Evans: The market's "mushy middle" Apr 05, 2022

Kelly explains why this trading environment is unlike anything we’ve seen in the 21st century.

Twitter’s biggest shareholder, “playing with fire” and Financials & The Fed 4/4/22 Apr 04, 2022

Elon Musk has become Twitter’s biggest shareholder, disclosing a 9% stake worth nearly $3 billion. We’ll speak with one analyst who says the upcoming midterm elections make now the perfect time for Musk to buy in. Plus, Cathie Wood says the Fed is playing with fire, calling it a mistake to raise rates as yield curves invert. Larry Lindsey joins to argue against that logic. And, are these the best or the worst of times for financial stocks? And should you bet on traditional banks or fintech stocks right now? We’ll debate.

431,000 jobs, “absurd” recession fears?, and 3 Buys & A Bail 4/1/22 Apr 01, 2022

The U.S. added 431,000 jobs in March, with the unemployment rate falling to a pandemic-era low of 3.6%. Is the economy on strong footing as the Federal Reserve begins a new rate hiking cycle? We’ll debate. Plus, we’ll speak with one expert who says it’s “absurd” to think raising rates will cause a recession right now. And, we’ll bring you 3 stock picks to consider before earnings season kicks off again in “3 Buys & A Bail.”

From the Desk of Kelly Evans: How we did NOT get here 4/01/22 Apr 01, 2022

Kelly explains why the Fed may need to get even more hawkish from here.

From the Desk of Kelly Evans: The Street is getting more anxious about the Fed 3/31/22 Mar 31, 2022

Kelly explains why the Fed might still be too far behind the curve.

Biden’s energy plan, and a recession indicator? 3/31/22 Mar 31, 2022

President Biden is expected to speak just minutes from now, as he’s set to order a huge release of oil from our strategic reserves. Could gasoline rebates be next? And would any of this actually help bring pump prices down? We’ll explore all the angles. Plus, we’ll take a hard look at whether or not the Fed can bring down inflation without sparking an economic downturn, ahead of another key jobs report tomorrow.

Trouble with the curve, a bitcoin whale, and Apple on a roll 3/30/22 Mar 30, 2022

Stocks are slightly lower, putting their 4-day winning streak in jeopardy today. And while bond yields are reversing higher, there’s technically no inversion of the 2-YR / 10YR spread just yet. We’ll have all the latest details. Plus, there’s still plenty of optimism for crypto, with bitcoin’s price up 10% this week. But is one big whale behind the huge jump? We’ll explore. And, Apple is riding an 11-session winning streak, its longest since 2003. Could investors finally see it close about the $3 trillion mark? We’ll debate.

The Fed’s next move, a market winning streak & supply shock benefactors 3/29/22 Mar 29, 2022

Just how aggressive is the Fed going to get? We’ll speak with an analyst who expects at least 2 half-point rate hikes in the months ahead. Plus, stocks are continuing their winning streak today, even as yield curves begin to invert. We’ll bring you the latest moves as they happen. And, the U.S. is stepping up with billions of cubic meters of nat gas as Europe looks to remove Russian supply. We’ve got a list of U.S. companies that could benefit.

Bond bust, new wealth tax, and state of the unions 3/28/22 Mar 28, 2022

It’s been an ugly quarter for bonds, as the 5-year and 30-year yields have inverted for the first time since 2006. What is the bond market telling us? What do they – and don’t they – know? We’ll take a hard look at how investors should react here. Plus, President Biden just unveiled his $6 trillion budget plan, including a new 20% minimum tax on households worth $100 million+. But can it actually pass? We’ll debate. And, if workers have so much leverage right now, why is unionization seeing such a big resurgence? We’ll explore all the angles of this labor market conundrum.

From the Desk of Kelly Evans: It's getting ugly out there for bonds 3/28/22 Mar 28, 2022

Kelly makes sense of nastiness in the bond market.

From the Desk of Kelly Evans: What if the Fed hiked by a FULL point? 3/27/22 Mar 27, 2022

Kelly lays out what might happen if the Fed speeds up its tightening timeline.

From the Desk of Kelly Evans: Powell’s Volcker pivot 3/25/22 Mar 25, 2022

Kelly explains why Fed Chair Jerome Powell has suddenly become much more hawkish.

The Exchange- 03/25/22 Mar 25, 2022

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

The End of Globalization, Can Putin be Stopped?, and Oil’s Next Price Move 3/24/22 Mar 24, 2022

What can the West do to stop Putin’s attack in Ukraine? Nikita Khrushchev’s granddaughter says as the US and allies sends weapons, not only will that do little to stop Russia’s invasion, it will, in fact, egg Putin on. Blackrock’s Larry Fink says this is the end of globalization. We get a look at what that means for international investors. And the EU and US are cooperating to wean Europe off its dependence on Russian oil…but can the US offer substantial help? Plus, President Biden speaks at NATO Headquarters.

Reversing the trend?, The Dimon Plan, and charged up 3/23/22 Mar 23, 2022

Are rising rates actually good for tech stocks? Despite history pointing to the contrary, we’ll look at why their relationship has just changed for the better. Plus, JP Morgan CEO Jamie Dimon is proposing a “Marshall Plan” for energy. We’ll look at whether something like that is already in the works amid the crisis in Ukraine. And, we’ll ask the CEO of EVgo if America’s charging infrastructure is ready to keep up with surging demand.

Hawks take flight, split on staples, and right names, wrong time? 3/22/22 Mar 22, 2022

The 10-year bond yield hit its highest level in 3 years following Fed Chair Jerome Powell’s hawkish “pivot” yesterday. That has experts calling for more front-loaded rate hikes. We’ll discuss the pros & cons of this new tightening timeline with a former Fed economist. Plus, there’s a growing divide in the staples sector between pandemic winners & losers. We’ll speak with an analyst who has his names to watch and avoid. And, KraneShares is launching a new ETF filled with energy names making the switch to renewables. But what about the oil & gas we need right now? We’ll explore.

Real rally or a brief bounce?, Buffett’s back, and division at Disney 3/21/22 Mar 21, 2022

Stocks are falling, as Jerome Powell suggested he’s open to a 50bps hike if inflation warrants it. This as markets come off their best week since late 2020. But a key strategist says the Fed has played its cards “perfectly” here, and the market loves a credible central bank. We’ll explore. Plus, Warren Buffett is buying another insurance conglomerate, and Berkshire shares are hitting all-time highs. Is the Buffett way back? We’ll debate. And, a rift is growing between Disney CEO Bob Chapek and his predecessor Bob Iger. We’ll tell you how it started and where things might go from here.

Conversations with Kelly Evans: Is Inflation Really Here to Stay? 3/21/22 Mar 21, 2022

In this Conversation, Kelly talks to Mizuho’s Steve Ricchiutto about why he’s skeptical we’re entering a permanently higher inflation period, why he thinks it would be a mistake for the Fed to shrink the balance sheet while hiking rates, and the reasons why the jobs market isn’t as tight as everybody—including the Fed—previously thought.

“Inflation is raging” 3/18/22 Mar 18, 2022

The hawkish headlines just keep coming from the Fed, and yet stocks continue to grind higher. Fed Governor Christopher Waller told CNBC that “inflation is raging” and the central bank needs to get more aggressive. Is he right? We’ll debate. Plus, the Dow and S&P are having the best weeks since November 2020. But we’ll hear from someone who says you might want to sell this rally. And, CNBC’s Next Generation 50 index is having its best week of the year. Our trader picks 2 names with room to run, and 2 more that are past their prime.

Pulling back the curtain, pain at the pump, and a bond market signal 3/17/22 Mar 17, 2022

Huge market swings lately are starting to create new openings -- and pressure points -- for investors. One strategist is highlighting biotech & smalls caps, with one showing opportunity, the other flashing concern. He’ll join us to explain. Plus, Americans want to know why pump prices haven’t dropped more already. One expert has the answers, and explains where prices will start dropping first. And, is the yield curve actually steepening? While investors worry it’s signaling a recession, we’ll look at why the opposite might be true.

From the Desk of Kelly Evans: The yield curve is actually steepening 3/17/22 Mar 17, 2022

Kelly explains how the yield curve is signaling that inflation could keep running hot.

Countdown to Fed decision 3/16/22 Mar 16, 2022

We’re just moments away from the latest Fed decision. The central bank is expected to raise rates by a quarter point, it’s first hike since December 2018. Some experts say it’s too late, with inflation running at 40-year highs. Others worry it’s moving too quickly as global war breaks out. We’ll bring you the decision once it breaks, and will cover all the angles you need to know in the meantime.

Shaking off inflation, rate hike debate, and oil’s not well? Mar 15, 2022

Rates are edging higher again today, but this time stocks are rising as well. It comes as a key inflation reading came in softer than expected, but still the biggest jump on record. We’ll explain what it means for you & your portfolio. Plus, the Fed is kicked off a two-day meeting, widely expected to raise rates by a quarter point tomorrow – the first hike since the pandemic began. We’ll look at the fallout. And, oil prices continue dropping as fears of a slowdown in China sink in, remaining below $100 per barrel. We’ll dive deeper into concerns for the energy market.

Rates Rise, Oil Slides, and The China Connection Mar 14, 2022

Nasdaq sliding as rates climb ahead of Wednesday’s Fed Meeting, we hear from one strategist who warned of a sell-off when the Fed began tightening about what he’s seeing now. Oil continuing its decline from last week as China’s Covid lockdown sparks demand concerns. How low prices could go and what that means for gas prices in the U.S. And sticking with China, just how cozy are they getting with Russia while also holding talks with NSA officials in Rome today? And what does that mean for international markets?

Is the economy ready?, energy anxiety, and crackdown on China Mar 11, 2022

Stocks are heading for their fifth straight down week, with a rate hike cycle set to start next week amid spiking inflation. Is the economy ready? We’ll ask the experts. Plus, crude soared to $130/barrel this week, highlighting our lack of alternative energy sources. So what can we do in the meantime to help consumers? We’ll explore. And, the SEC’s crackdown is crushing Chinese stocks. But is Covid also weighing on Chinese markets? We’ll speak with the man who runs the KWEB ETF at KraneShares.

From the Desk of Kelly Evans: It's not the supply chain, it's the labor market Mar 10, 2022

Kelly explains why rising inflation is actually a good sign for the labor market.

Inflation nation, consumer crunch, and EVs’ opportunity Mar 10, 2022

Stocks are falling today as inflation soars to the highest level in 40 years. We’ll tell you how to protect your portfolio. Plus, food & labor costs are soaring for restaurants. Are customers willing to pay up? We’ll ask the CEO of Portillo’s. And, with gas prices surging to record highs, EVs are looking more attractive than ever…if you can even get one right now.

Reason for the rally, crypto conundrum, and desperate times? Mar 09, 2022

Stocks are surging, European markets are soaring and crypto is climbing as commodities take a breather. Is this just a countertrend consolidation day, or are we entering a new phase for the market? We’ll explore. Plus, bitcoin is jumping 10% after President Biden signed an EO on cryptocurrencies. We’ll look at why the industry is so excited about going ‘mainstream.’ And, with pump prices still soaring, President Biden is looking to Venezuela for some crude supply relief. But is that the right direction? We’ll debate.

A ban on Russian oil, the rate hike debate, and a cheaper iPhone Mar 08, 2022

Crude is losing steam after President Biden officially announced a ban on Russian oil imports. We’ll look at why analysts still think prices will have to stay around these levels – or higher – for quite some time. Plus, the crisis in Ukraine is complicating matters for the Fed and it’s rate hike strategy. We’ll ask the man who called for 7 hikes this year if he’s sticking to that forecast. And, Apple is kicking off its latest product event, and we’re expecting a host of new gadgets – including a lower cost iPhone. We’ll bring you all the details.

Making sense of markets as crude climbs Mar 07, 2022

The Dow dropped more than 700 points in earlier trading amid reports of more intense fighting in Ukraine. We’ll bring you the latest news and discuss how this all plays out for markets. Plus, crude oil has pulled back after hitting a 14-year high. Can U.S. drillers ramp up production fast enough to help keep prices down? We’ll explore all of it, especially as Bipartisan leaders have just reached a deal on a new bill that could ban Russian energy imports.

From the Desk of Kelly Evans: Nobody's happy with $130 oil Mar 07, 2022

Kelly explains why pretty much everyone would be happier with a much lower price of crude oil.

Conversations with Kelly Evans: Hiking the Hike Forecasts, Dealing with Inflation, and the Stimulus Divide Mar 07, 2022

Kelly sits down with Julia Coronado of Macropolicy Perspectives to discuss upping her rate hike forecast, how she expects the Fed to respond to both inflation and the Ukraine crisis right now, and the difference between fiscal and monetary stimulus. Kelly and Julia also dig into the pros and cons of being an economist at different types of institutions--given her experiences at a large bank, a hedge fund, and now as an independent consultant. And be sure to stick around to hear about the current academic research that has Julia the most excited.

Russia fears sink stocks, the cost of “freedom” and the Fed’s next move Mar 04, 2022

Stocks have been in the red all day after Russian troops occupied a nuclear power plant in Ukraine. But despite appearances, we’ll speak with an expert who says the war is actually helping Putin’s popularity at home. Plus, could the world survive without Russia’s oil supply? We’ll hear from an analyst who says $200/barrel is the price of that “freedom.” And, the economy added 678,000 jobs in February. We’ll dive into the data and what it means for the Fed’s next move.

From the Desk of Kelly Evans: All the wrong stuff is happening Mar 04, 2022

Kelly explains why the opposite of what the Fed is trying to achieve right now keeps occurring.

Staying on track?, and charging up Mar 03, 2022

Stocks are losing steam as Vladimir Putin says Russia’s military operation in Ukraine is “going according to plan.” And Fed Chair Powell is wrapping up his second day before congress by warning it’s too soon to tell if Ukraine will affect it’s hiking plans. We’ll bring you the latest. Plus, could climbing crude prices help accelerate the consumer push into EVs? We’ll ask the CEO of ChargePoint.

Full speed ahead?, crude’s climb and business backs away Mar 02, 2022

Fed Chair Powell says he still backs a rate hike at its next meeting in two weeks, and the markets are shrugging it off. We’ll look at what else Powell told Congress today, and why that hasn’t derailed the averages. Plus, WTI crude has topped $112 per barrel for the first time in over a decade. We’ll look at how we got here, and if it’s sustainable. And, we’ll take a hard look at all the actions U.S. companies are taking to avoid doing business with Russia right now, and what it means for business.

Markets sell off amid Ukraine fears Mar 01, 2022

It’s an ugly picture playing out in the markets today, as concerns grow over the future of Ukraine. The Dow is falling about 2%, while bank stocks are sinking due to plunging bond yields. We’ve got all the angles covered, and will bring you the latest details as they develop.

From the Desk of Kelly Evans: Inflation and the State of the Union Mar 01, 2022

Kelly explains why the fight against inflation could leave even bigger economic scars than imagined.

Conversations with Kelly Evans: How Do We Get Out of the Inflation Mess? Mar 01, 2022

With just two weeks until the Fed’s rate decision, Kelly sits down with JPMorgan’s Chief U.S. Economist Mike Feroli to discuss whether 3% inflation is really a bad thing, where inflationary pressures are now coming from, the crucial economic data to watch, and how the Ukraine invasion could impact the Fed’s timeline.

Stocks slip, SWIFT action, and energy anxiety Feb 28, 2022

Stocks are falling but well off the lows of the day, as traders say the drop in real yields is making growth stocks attractive again. We’ll tell you how to react. Plus, the U.S. & EU continue to tighten sanctions on Russia despite peace talks being held today. We’ll look at the fallout from forcing Russian banks off of SWIFT. And, we’ll speak with the head of a top Nat Gas producer about potential supply disruptions if the conflict in Ukraine continues to drag on.

Navigating volatility, supply shock ahead?, and the rate hike debate Feb 25, 2022

Stocks are higher for the 2nd day in a row, with the Dow rallying nearly 800 points. But can the rally last if geopolitics get worse? We’ll explore. Plus, oil is dropping today, but Jeff Currie says uncertainty around Russia sanctions could still send crude to $125 per barrel. He’ll join us to explain why. And, could the Ukraine crisis derail the Fed’s tightening plan? We’ll speak to John Taylor who says “no” it should not.

Market bottom?, Russia-Ukraine crisis and commerce, Covid & concerts Feb 23, 2022

Stocks gave up their early gains, as Ukraine appears to be the victim of a cyberattack. The S&P is now within 1% of its January intraday lows. Are those lows safely in, or not? We’ll explore. Plus, as more sanctions get issued on Russia, we’ll speak with an expert who has one key thing the West should watch for. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Alibaba, Moderna and Live Nation with results on deck.

Stocks sink amid escalation in Ukraine Feb 22, 2022

Stocks are falling as the White House is now calling Russia’s actions in Ukraine an invasion. But we’re seeing a big reaction in oil & energy, despite the future of a major gas pipeline in Europe hanging in the balance. We’ve got all the market angles covered, and will bring you to the White House live with President Biden expected to speak any moment.

From the Desk of Kelly Evans: War versus wage gains Feb 22, 2022

Kelly explains why it’s too soon to assume the crisis in Ukraine will change the Fed’s plans to hike interest rates.

Nervous markets, housing to halt?, and 3 Buys & A Bail Feb 18, 2022

The averages are heading for their second straight down week, as the Russian threat to Ukraine hangs over the market. How should you prepare as we head into this three-day holiday weekend? We’ll ask the experts. Plus, are high prices and low inventory going to slow the red-hot housing market to a halt? We’ll ask the CEO of Realogy. And – one trader, four stocks. Danielle Shay of Simpler Trading joins us for another edition of “3 Buys & A Bail.”

Even more hawkish?, Russia rattles markets, and streaming, selling & sports betting Feb 17, 2022

The Street is still getting more hawkish on the Fed, with J.P. Morgan now upping its forecast to 7 rate hikes this year. We’ll talk to their economist about why, and whether a Ukraine crisis would deter the central bank’s plans. Plus, stocks are in the red again after President Biden said the threat of a Russian invasion of Ukraine is “very high.” We’ve got the latest details. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Roku, Redfin & DraftKings with results on deck.

How many hikes?, troops & tensions, and semis, shopping & snacking Feb 16, 2022

Inflation numbers continue to come in red hot, with the latest Fed minutes just moments away. We’ll speak with the man who called for 7 rate hikes this year, and ask if he’s sticking to that forecast. Plus, stocks are falling once again after NATO said Russia is actually putting more troops near the Ukraine border. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Nvidia, Walmart & Doordash with results on deck.

From the Desk of Kelly Evans: Throw out the old framework Feb 16, 2022

Kelly explains why the Fed needs a new playbook to fight inflation.

Prices or Putin?, $200 oil?, and rentals, retail & Roblox Feb 15, 2022

Stocks are higher as Putin backs off…for now. And at the same time, we just got another hot inflation reading. We’ll look at the tug-of-war going on between these headlines, and the impact for markets and your portfolio. Plus, oil is reversing after hitting a 7-year high. But we’ll speak with an expert who says $120/barrel could still be on the horizon. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Airbnb, Shopify and Roblox with results on deck.

From the Desk of Kelly Evans: Between a rock and a hard place Feb 14, 2022

The Fed faces a challenge unlike anything Kelly’s seen before.

“Credibility on the line”?, supply chain check, and wheels, meals & getaway deals Feb 14, 2022

St. Louis Fed President James Bullard says the Fed needs to “front-load” tightening, and it’s credibility is now on the line. But one key data point just showed a *tiny* bit of breathing room on the inflation front. We’ll explore that and what it means for stocks. Plus, it’s not just inflation – the supply chain has struggled from overwhelming demand too. The CEO of PGA Tour Superstore joins to tell us how shelves look now. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Avis, Restaurant Brands Int’l, and Marriott with results on deck.

From the Desk of Kelly Evans: The economy is too strong Feb 13, 2022

Kelly explains why the economy is running too hot for the Fed’s liking right now.

From the Desk of Kelly Evans: Don’t fear the yield curve Feb 12, 2022

Kelly explains why it’s not worth sounding the alarm on the flattening yield curve just yet.

Tech-tonic shifts?, a hot housing stock, and ‘3 Buys & A Bail’ Feb 11, 2022

It’s being called the earnings season that reshaped Tech, and the “Dean of Valuation” joins us with the names he likes now. Plus, we’ll speak with the CEO of an under-the-radar mortgage company that actually *benefits* from rising rates. And, Simpler Trading Director of Options Danielle Shay joins us for “3 Buys & A Bail” – and you won’t believe the names she’s bailing on today.

Conversations with Kelly Evans: How to Break the Internet Feb 11, 2022

Kelly sits down with Drew Elliott, the man behind "viral" hits like Kim Kardashian's famous Paper magazine cover from 2014. He shares his insight about how all brands and companies can grow their internet presence today--even ones that are less visual than MAC Cosmetics, where he is now global creative director. He talks about how brands have become networks, why being on TikTok is so important, how he's already thinking about the metaverse, and what "works" when making creative content for the internet.

Inflation Nation, crazy car prices, and trips, payments & homes Feb 10, 2022

Inflation came in way higher than expected today, and now economists are scrambling to catch up amid the biggest surge in 40 years. And we’re starting to see markets price in upwards of 6 rate hikes this year. We’ve got the latest data and what it means for markets. Plus, car prices have soared to unimaginable levels over the past year. But are they starting to turn for the better? We’ll speak with the Group 1 Auto CEO. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Expedia, Affirm and Zillow with results on deck.

(Bill) Miller time, an under-the-radar reopening play, and riding, streaming & tweeting Feb 09, 2022

In today’s show we check in with legendary investor Bill Miller. We’ll get his thoughts on markets, the Fed, inflation, crypto & more. Plus, we’ll give you an under-the-radar reopening play that’s not a cruise line or travel company, but may still have plenty of pent-up demand. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Uber, Disney and Twitter with results on deck.

Inflation Nation, Pfizer falls, and wraps, rebounds & ride hailing Feb 08, 2022

The 10-year yield is closing in on 2% for the first time in nearly two years, while experts brace for another 7% CPI print tomorrow. We’ll look at why stocks are rallying in the face of all of this. Plus, Pfizer shares are dropping after earnings, falling short of forecasts despite surging vaccine revenues. We’ll speak to the CEO about all of it. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Chipotle, MSG Entertainment & Lyft with results on deck.

Fresh Fed challenges, a merger in the skies, and vaccines, video games & ‘in vogue’ Feb 07, 2022

It’s a new week, and we have a new set of challenges facing investors – mainly from the Federal Reserve. We’ll talk to David Zervos as yields hover at the top of their recent range, and as we await the CPI report later this week. Plus, Frontier is buying Spirit Airlines in a $6.8 billion deal. Will more – and bigger – airline M&A deals be next? We’ll explore. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Pfizer, Take-Two Interactive & Coty with results on deck.

Full speed ahead?, $100 oil, and Buy or Bail Feb 04, 2022

After this morning’s strong jobs report, the question now is: how many rate hikes from the Fed? We have brand new data which might surprise you. Plus, crude is spiking again, now above $92 per barrel. We’ll look at the impact $100 could have on the economy, if it gets there. And, we’ll bring you a Friday edition of “3 Buys and a Bail” after some of the wildest stock moves we’ve ever seen this week.

Conversations with Kelly Evans: From the Gridiron to the Trading Pits Feb 04, 2022

Kelly sits down with two very familiar faces to CNBC viewers: Jon and Pete Najarian. They discuss how they made their ways into the NFL, then wound up in the Chicago trading pits. Jon and Pete reveal the ups and downs in their careers, their thoughts on recent NFL controversies, and how they put made “unusual activity” their signature.

Facebook flops, employment issues, and e-commerce, EVs & selfies Feb 03, 2022

Meta’s big earnings miss has the stock on pace for its worst day ever, and dragging other social media names right down with it. We’ll take a hard look at the results & guidance. Plus, there’s plenty of nervousness about tomorrow’s big jobs report, with experts bracing for big declines due to Omicron. We’ll get an inside look at the labor market. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Amazon, Ford and Snap Inc. with results on deck after the closing bell today.

A spending shift, energy’s record run, and microchips, music, and the Metaverse Feb 02, 2022

After two years of buying stuff and skipping experiences, is that trend about to reverse? We’ve got the numbers, and the market impact – from stocks to inflation. Plus, all of these new experiences mean a lot more flying and driving. Is there more room to run in oil & energy stocks? We’ll get some top picks for 2022. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Qualcomm, Spotify & Meta with results on deck.

The Fed’s inflation fight, payment problems, and cloud, cars, & chips Feb 01, 2022

Yields spiked this morning after the ISM Prices Paid Index reversed higher again – the last thing the Fed wants to see right now. But which tools will be more effective in battling it: rate hikes, or cutting the balance sheet? We’ll ask the experts. Plus, PayPal reports earnings tonight, and the stock is down 25% since it abandoned its pursuit of Pinterest. What can turn it around? We’ll explore. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Alphabet, GM & AMD with results on deck.

From the Desk of Kelly Evans: This time is actually different Feb 01, 2022

Kelly explains why investors should keep a close eye on the flattening yield curve.

Conversations with Kelly Evans: “Creative as a Subscription,” or Disrupting the Traditional Ad Model Feb 01, 2022

Kelly sits down with Mark Douglas, CEO of MNTN, about the company’s “Creative as a Subscription” model, the big firms investing big money, how MNTN plans to change the future of TV advertising…and what it’s like to work with Ryan Reynolds.

A cold January, ‘churn, baby churn!’ and semis, shipping & surging oil Jan 31, 2022

The Nasdaq is trying to avoid posting its worst January ever, but headed for a doubt digit drop this month either way. Will February usher in a break from the selling and volatility? We’ll give you a list of names to buy right now. Plus, a lot of the shine has suddenly rubbed off on streaming stocks. Is the business model broken? We’ll debate. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in NXP Semi, Exxon & UPS ahead of results.

Tech takeaways, bet on Biotech?, and 3 buys and a bail Jan 28, 2022

Another topsy turvy trading session, with the Dow sinking more than 350 points before reversing and turning positive. The Nasdaq is higher at the moment, but still on pace for its worst month since October 2008. We’ll look at the key takeaways from tech earnings, and see how next week’s results could impact markets. Plus, Biotech has been a horrible bet lately, with the XBI & IBB ETFs both down around 20% this year. We’ll look at who looks like a “buy” here. And, after this week’s wild swings, our trader has 3 stocks to buy right now, and one to bail on as soon as you can.

Roller coaster action, the case for commodities, and Tech, Trades & Tractors Jan 27, 2022

There’s been volatile trading since the Fed’s meeting yesterday. Futures plunged, then stocks surged at the open, and now they’re losing gains. The Nasdaq is still on pace for its 5th straight down week, and we’ll speak with an expert who warns that tech still isn’t a buy. Plus, we’ll look at 5 key tailwinds for commodities that could give the sector a long-term boost. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Apple, Robinhood and Caterpillar ahead of results.

Decision time, living up to the hype?, and buy or bail Jan 26, 2022

We’re just an hour away from today’s big Fed decision, where Jerome Powell is expected to telegraph a rate hike in March. Is this a sell-the-rumor, buy-the-fact moment? Or could markets still be surprised to the downside? We’ll debate. Plus, Tesla reports earnings after the bell. The stock is down 10% this year, but Elon Musk might be back on the call. We’ll bring you a preview. And, after the selloff we’ve seen in markets, our trader has three stocks to buy on the dip, and one to bail on right now.

Will the bottom hold?, Marc Lasry LIVE, and bellwether, bargains & builders Jan 25, 2022

Markets are down once again, but above the lows from yesterday’s carnage. We’ll speak with an expert who has several oversold stocks that you can still buy here. Plus, billionaire investor Marc Lasry joins us live with his take on volatility, the Fed, rates and more. And, we’ll highlight Microsoft earnings on deck, pain for solar stocks and the great homebuilder debate.

Conversations with Kelly Evans: The Future of the Internet Jan 25, 2022

Kelly sits down with Jonathan Chaplin of New Street Research to discuss what the internet will look like over the next five to ten years and who the major players will be. What is the future of Comcast, Charter, Verizon, AT&T, T-Mobile, and Dish? Will Elon Musk's Starlink satellite internet play a major role, or not? Will Netflix and other streaming services stay independent or be possible acquisition targets by big tech? And what acquisition did Comcast just miss out on?

Conversations with Kelly Evans: It’s Electric! Jan 24, 2022

Kelly talks to Chargepoint CEO Pasquale Romano about the future of electric vehicles, the impact on his company—and society as a whole—and why the alternative energy space has been so beaten up as of late.

The selloff continues, and Peloton under pressure Jan 24, 2022

The historic market selloff rolls on, with January now on pace to be the 10th worst month ever for the Nasdaq. We’ll unpack the latest moves, and talk about some of the global pressures contributing to the selling. Plus, Peloton has in many ways been the posterchild of this selloff, and has had plenty of problems of its own. And now an activist firm wants to oust the CEO. We’ll bring you the latest details.

Volatility tea leaves, declining demand, and cats, chips & cars Jan 21, 2022

Stocks are in the red yet again, with the Nasdaq now having its worst month since November 2008. And now $1.3 trillion of expiring options are adding to the market anxiety. We’ll explain. Plus, Netflix is on pace for its worst day in nearly a decade, after Peloton’s plummet yesterday. Are these “pandemic darlings” sinking a good sign for getting back to normal? We’ll debate. And, in today’s edition of Earnings Exchange: we’ll prep you for Caterpillar, Intel and Tesla results with a huge week of reports ahead.

Go for growth?, China cuts, and Drilling & Chilling Jan 20, 2022

The ARK is rallying, Chinese stocks are flying, Semis are higher and FANG is nearly all in the green. Growth has been sold off hard, but we’ll talk to one expert who thinks growth stocks might be ready for a comeback. Plus, speaking of China – its central bank just cut rates, while most of the world is considering hikes. We’ll explain why. And, in today’s edition of Earnings Exchange: we’ll give you the story, the action & the trade in Schlumberger, Netflix & CSX with results on deck.

Tight is right?, chips wrecked, and airlines & aluminum Jan 19, 2022

The Nasdaq is officially in correction territory, down 10% from its recent highs thanks to a more hawkish stance from the Fed. And despite the stock market pain, many analysts believe they still must tighten aggressively. We’ll discuss. Plus, the chip stocks continue to get crushed, with nearly all of them lower so far this year. How much more downside might there be? We’ll explore. And, in today’s edition of Earnings Exchange: we’ll give you the story, the action & the trade in the airlines & Alcoa results on deck.

Conversations with Kelly Evans: How Low Can Oil Go? Jan 19, 2022

Kelly talks to Mark Campanale, the founder and executive chairman of the Carbon Tracker Initiative. Mark explain why he thinks oil prices will ultimately head much, much lower; what kind of future returns investors should expect from Exxon and the other oil and gas majors; and the key metric to watch for when oil prices start to turn bearish. He also gives his best "ESG" investing advice--and why to avoid many of the funds.

Markets sell off, a mega Meta deal, and banks, brokerages & beauty Jan 18, 2022

The 10 year yield is driving toward 2%, and that’s pushing the Nasdaq nearly 10% below its November peak. We’ll reveal the best investing approach right now. Plus, video games are among the top performers today after Microsoft’s surprise bid for Activision Blizzard. We’ll explore all aspects of the blockbuster deal. And, in today’s Rapid Fire: after another rough day for earnings, we’ll look ahead to some key companies set to report tomorrow, and whether or not the trend continues.

Conversations with Kelly Evans: America’s Biggest Nat Gas Producer on Prices and Future of the Energy Industry Jan 16, 2022

Kelly sits down with Toby Rice, the CEO of EQT Corp., the biggest natural gas producer in the country. We talk about his career journey, from starting his eponymous firm with his brothers, to selling to EQT and later coming back--after a proxy battle--as CEO of the company in 2018. We look at why natural gas prices are so much higher in New England than other parts of the country, what can be done to solve that, and where the natural gas industry is headed. Toby also explains why he believes natural gas offers the best opportunity in the near term to confront climate change.

Financials fall, tech volatility, and bargain or bail? Jan 14, 2022

Earnings season is starting off on the wrong foot, as Financials – one of the best performers of the new year – are now dragging down the Dow. We’ll look at what went wrong for the banks, and what it means for the inflation trade, too. Plus, the Nasdaq jumped at the open before falling back. We’ll give you tips on how to ride out the volatility in the Tech trade right now. And, in today’s Rapid Fire: we’re shopping for bargains. We’ll bring you 4 stocks that are down big this week, and explain if it’s time to buy or bail!

Tech turns lower, the Great Resignation, and calls of the day Jan 13, 2022

A strong session today for reopening trades, while Tech is on track to break a 3-day winning streak. We’ll give you 3 stocks to buy in this rising rate environment, and gauge how much pain lies ahead Tech stocks. Plus, are people leaving the workforce, or are they actually starting companies of their own? We’ve got the data. And, in today’s Rapid Fire: we’ll bring you the trades in Banks, Toys, Rental Cars & Online Dating.

Inflation spikes, electric & expensive, and cruises, commerce & Crocs Jan 12, 2022

The word of the day is Inflation, with the CPI posting its biggest jump in 40 years. And yet markets aren’t selling off, and bond yields are actually lower. We’ll look at what the real story is here. Plus, can EV makers get the costs to make them down low enough to please customers AND bankers? We’ll explore. And, in today’s Rapid Fire: travel troubles, payment problems and the craze over Crocs.

A rally, a rotation, and a red flag Jan 11, 2022

The Nasdaq is rallying back today, just as Fed Chair Jerome Powell testifies before the Senate. Are the two connected? We’ll discuss. Plus, could Jamie Dimon be a factor? His bullish remarks on our show are also being cited as turning sentiment. Is the ‘great rotation’ over? We’ll debate. And, in today’s Rapid Fire: Twinkies, Donuts, Chips, and a potential red flag for bitcoin & the crypto craze.

The Tech Wreck, Reddit Rebellion, and Jamie Dimon on CNBC Jan 10, 2022

Another tough day for Tech, as the Nasdaq sinks below a key technical level, down 10% from recent highs. Is it Goldman Sachs’ fault? The bank is now forecasting 4 rates hikes this year. We’ll get latest on the Fed & the fallout. Plus, it’s been one year since ‘Meme Mania’ consumed markets. We’ll look at the biggest winner & losers since then. And, J.P. Morgan Chase Chairman & CEO Jamie Dimon joins CNBC to discuss his 2022 outlook for markets, rates, Covid & more.

The jobs puzzle, can bitcoin bounce back?, and Metaverse Mania Jan 07, 2022

The jobs reports disappointed once again, though the unemployment rate fell below 4%. So do we have a strong labor market or not? We’ve got both sides of that debate covered. Plus, Bitcoin just hit its lowest level since September, but drops like these have happened before. Will it bounce back like always? We’ll explore. And, in today’s Rapid Fire: Gamestop’s NFT plans, the software surge and who’s ahead in AR?

A short-lived selloff?, important employment, and Buybacks, Bounce backs & $BBBY Jan 06, 2022

Is the Tech selloff already over, or just taking a rest? We’ll speak with the “Dean of Valuations” about where he sees value in these markets. Plus, the labor market is so strong that it’s brining the Fed off the sidelines. Will tomorrow’s jobs number keep that narrative intact? We’ll debate. And, in today’s Rapid Fire: where Wall Street sees value in some hard hit stocks, including Bed, Bath & Beyond.

Tech wreck, the new Blackberry, and the afternoon action Jan 05, 2022

The great dispersion continues into the third trading session of the year. High multiple stocks are suffering, while low multiple stocks outperform. Plus Value outperforms Growth, and Industrials outperform Tech. Should you chase these moves, or fade them? We’ll discuss. Plus, the last remaining Blackberry phones went dark yesterday, as the company pivots to its software business. We’ll talk to the CEO about the next chapter. And, we’ll highlight the afternoon action in markets. We’ve got the story & the trade in Intel, AT&T and Beyond Meat.

Threat to the rally, dog of the Dow, and the three B’s Jan 04, 2022

Energy & Financials are flying, Tech is tanking and bond yields are strengthening. All this as a formerly dovish Fed official just got a little more hawkish. We’ll reveal the biggest threat to the market rally right now. Plus, Disney was the worst stock in the Dow last year, but Wells Fargo just named it a top pick anyway. We’ll speak with the analyst behind the call. And, in today’s Rapid Fire: betting on Amazon, beating bitcoin, and being Adam Neumann.

Ready to rally?, bond breakout and the Street’s top picks Jan 03, 2022

Markets are trying to start the year with gains, though some analysts are concerned valuations are too high coming off last year. But is the market actually *cheaper* now? We’ve got the numbers. Plus, bond yields are popping right now, as the morning breakout gains more stream. We’ll look at the global bond selloff & other trends to watch in 2022. And, in today’s Rapid Fire: analysts are placing their bets. We’ll look at four top picks for the year ahead across four different sectors.

No 2022 hikes?, crypto crystal ball, and find your FAANG Dec 31, 2021

Everyone is expecting the Fed to raise rates next year. But what if that doesn’t actually happen? Why one strategist says rate hikes could be off the table completely for 2022. Plus, we’ll take a look at what’s next for bitcoin, NFTs and the rise of ‘DeFi’ as the crypto craze rolls on. And, in today’s Rapid Fire: will energy get hot again? Can the stay-at-home trade rebound? And what do you do with FAANG?

Shrugging it off, retail retention and baby got buyback Dec 30, 2021

Markets are nearing record highs, despite surging Covid cases and fresh lockdowns across China & Europe. We’ll speak with one economist about why he’s unwaveringly optimistic about the future. Plus, it’s been a tough go for Robinhood, on pace for its worst month ever. We’ll speak with Wall Street’s most bullish analyst about why he’s sticking with it. And, in today’s Rapid Fire: Tesla’s safety recall, a chipmaker China warning and the return of the buyback.

Go for growth?, Sully’s crystal ball, and bitcoin, building & Boba Fett Dec 29, 2021

The S&P 500 was unable to clinch a 70th record closing high yesterday. Will today be the day, or is the Santa Claus rally already over? We’ll debate. Plus, Brian Sullivan peers into his 2022 ‘crystal ball’ to reveal the top 5 predictions he has for markets & the economy in the year ahead. And, in today’s Rapid Fire: crypto gets crushed, the building boom continues, an inflation indicator, and can Star Wars help boost Disney shares? We’ll explore it all.

New year, new strategy…antitrust vs. inflation…and less bark, more bite? Dec 28, 2021

The S&P 500 is trying for its 70th record closing high of the year. We’ll tell you the best places for your money as we near a record finish to 2021. Plus, President Biden is calling in more regulatory reinforcements to try and fight soaring inflation. Will his strategy work? We’ll debate. And, in today’s Rapid Fire: will there be less bite and more bark for the “dogs” of the Dow next year? We’ll talk that plus how to trade Apple & Peloton in 2022.

Stocks Shrug of Surge, The Efficacy of At-Home Tests, and Software, Spidey, and Seasickness Dec 27, 2021

Wall Street shrugging off Omicron concerns with the S&P 500 hitting a record intraday high…we get a few under-the-radar small cap plays to invest in now. Demand for at-home rapid Covid tests still outrunning supply, but just how good are they at detecting the Omicron variant? A leading infectious disease doctor weighs in. And cruise lines get hit yet again as four sailings are turned away from ports due to Covid outbreaks on board, Spiderman nets a billion dollars, and the surprising tech winners of 2021.

Fear the Fed?, Covid concerns, and a rollout & a blowout Dec 23, 2021

Stocks are rising for a third straight day, but there are still some major concerns out there – including inflation and the Fed’s reaction to it. We’ll take a look at what it all means for markets in 2022, and tell you how to position your portfolio for the year ahead. Plus, Omicron continues to surge just as folks get ready to celebrate the holidays with friends and family. Will the outbreak get even worse in the new year? We’ll ask a medical expert. And, in today’s Rapid Fire: Nikola completes its first EV truck delivery, and Spider-Man makes a historic debut at the box office.

Value hunting, supply chain pain, and calls of the day Dec 22, 2021

Markets are higher again today, but after a series of huge moves, the action is relatively calm. Does that mean the dust has settled and it’s safe to dive back in? We’ll give you some names that are attractive here. Plus, we’ll hear from an Apple watcher who says supply chain pain could cost the company billions of dollars more than previously thought. And, in today’s Rapid Fire: analysts are making bold calls ahead of the holidays, and we’ll ask our panel if these stocks are a buy or not.

Ready to rally?, 2022 playbook, and the Island of Misfit Fruit Dec 21, 2021

Stocks are bouncing back following three straight down days. Does that mean the ‘Santa Claus rally’ is back on Wall Street? We’ll debate. Plus, we’ll dig deeper into some key sectors to figure out where they might be headed in 2022, and tell you how to position for the new year. And, we’ll speak with the head of a company that’s figured out a unique way to offset inflation and rising food prices: ugly fruits & vegetables!

Why stocks are sliding, bill killed?, and ‘testing, testing’… Dec 20, 2021

Markets are down again today, and for the fifth time in the past six sessions. Sure Omicron is hurting sentiment, but we’ll at some other factors adding to the selling too. Plus, Senator Joe Manchin says he opposes President Biden’s ‘Build Back Better’ plan. We’ll tell you what that means for GDP. And, have you seen the line for Covid tests lately? We have too. We’ll tell you which stocks will actually benefit from the testing surge.

Conversations with Kelly Evans: Crisis, Carbon, and Climate with PSEG CEO Dec 19, 2021

Kelly sits down with the Chairman and CEO of New Jersey utility company PSEG, Ralph Izzo, to discuss the reason why Europe's energy crisis is so much worse than the U.S. this year, the difference in carbon markets and prices, whether the grid can handle more extreme weather events in the years to come, and promising new developments in his specialty field: nuclear fusion . Ralph also tries to convince Kelly to get a "smart thermostat" for her house.

The worry trade, the safety trade and more than a meme trade? Dec 17, 2021

Between inflation and Covid, the stock market is dealing with a lot of moving pieces right now. We’ll look at why AI, Big Data and cybersecurity could be good bets right now amid rising worries. Plus, staples are having a great month, but not all of them are created equal. We’ll give you our top picks for safety. And, in today’s Rapid Fire, we’ll talk the semi slowdown, why J.P. Morgan is ‘lovin’ it’ and whether or not AMC is more than just a meme stock.

Fed rally fades, beaten-down buy?, and a Reddit IPO Dec 16, 2021

The Dow is holding onto early gains, but the Nasdaq is the big loser today – and the only major index still lower for December. So what’s changed since yesterday? And how do you play this market? We’ll ask the experts. Plus, AT&T is getting a boost today on an upgrade at Morgan Stanley. We’ll speak with the analyst behind the call for 20% upside from here. And, in today’s Rapid Fire: Google vs. Disney, Reddit files to go public, and an under-the-radar restaurant stock gets served some love from Wall Street.

Fed Decision Countdown Dec 15, 2021

Markets are trading in a tight range as investors brace for one of the most anticipated Fed decisions in a long time. With inflation running at a 39-year high, Jerome Powell surprised markets last month by retiring the word “transitory” and admitting it’s time to considering speeding up the taper. What does it all mean for the markets and the economy? We’ll ask the experts, and cover every angle for you as the decision looms just minutes away.

Conversations with Kelly Evans: Hitting Resistance, Wholesale’s Resurgence, and the Retail Name to Watch in 2022 Dec 15, 2021

Kelly speaks with BMO’s Simeon Siegel. They talk about how Peloton shares have fallen sharply, just like Simeon warned they would; how that restores his faith in efficient markets; and what it was like for him when they were trading above $100. They also talk about how wholesale is making a comeback as a business model, what that means for stores like Macy's and Nordstrom, and why Traeger grills are actually a good example of that. Plus--the name that Simeon thinks is one to watch into 2022.

Inflation situation, media meltdown and top picks Dec 14, 2021

The ugly PPI report has sent stocks into the red, as the Fed kicks off its big two-day meeting. Will they look at the data and start to taper faster? We’ll debate. Plus, media stocks have been crushed lately, but trying to stage a comeback today. We’ll look at what’s driving the losses and who’s best positioned for a turnaround. And, in today’s Rapid Fire: we’ll bring you some big calls for 2022, including Apple, Chipotle and Disney, and tell you how to trade them.

Fed fatale?, M&A mania, and Peloton’s “Big” resurrection Dec 13, 2021

Is it time for markets to start preparing for a worst-case scenario from the Fed? We’ll tell you what that could look like, and the likely stock winners & losers too. Plus, 2021 is shaping up to be the year of the merger, with record M&A deals. Who’s best positioned to benefit if that momentum continues into 2022? We’ll explain. And, in today’s Rapid Fire: Apple’s ascension to $3 trillion, Harley Davidson’s EV moves and Peloton’s “Big” moment.

Conversations with Kelly Evans: An Unlikely Crypto Investor and the Next Big Thing Dec 12, 2021

In this conversation, Kelly covers everything from her unlikely entry into the world of cryptocurrencies to the next hot investment with venture capitalist Sarah Kunst of Cleo Capital, which was involved in a big fundraise at the Winklevoss twins’ Gemini. Sarah talks about the way she fell into the space, why she keeps buying the crypto dips and why she’s dipping her toe into the clean energy names.

Inflation disconnect, feeling the pinch, and shipping, shelter & shock value Dec 10, 2021

Stocks are on track for big weekly gains, despite the biggest jump in inflation in nearly 40 years. And even with the nasty headlines, bond yields are moving lower today. We’ll try to make sense of it all. Plus, restaurants are feeling the inflation pinch. We’ll look at who’s hurting the most, and who’s best positioned to weather the storm. And, in today’s Earnings Exchange: we’ll bring you the action, the story and the trade in Lennar, FedEx and Rivian ahead of results next week.

Driving the action, a hot housing play, and chips, dips & downward dogs Dec 09, 2021

The major averages are on track for nice weekly gains, trying to extend their winning streak to 4 straight sessions. We’ll speak with a strategist who says this rally is all about “TINA” & “FOMO,” and he’ll give us 3 stocks poised to benefit. Plus, we’ll speak with the CEO of UMH Properties about the hot housing market, and why his company’s manufactured homes are poised to take off even more. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Lululemon, Costco and Broadcom ahead of results on deck.

From the Desk of Kelly Evans: Is Bitcoin going away? Dec 09, 2021

Kelly explains why she thinks Bitcoin is here to stay, despite what many critics say.

Conversations with Kelly Evans: Decoding NFTs Dec 08, 2021

Staying in the metaverse, Kelly chats with NFT artist GM Render about how he discovered digital art, his ongoing projects, and how NFTs and the metaverse are returning power to the people. They also explore how one group nearly bought a copy of the U.S. Constitution for $40+ million.

Betting big on small caps, losing charge?, and from fashion to food Dec 08, 2021

Stocks are taking a breather today after back-to-back strong gains that have helped close the gap on the recent selloff. But small cap names are still lagging the rest of the market this year. We’ll give you four stocks that are good buys at these levels. Plus, shares of ChargePoint are lower on a wider-than-expected loss, and down 30% since going public. We’ll speak with the CEO about earnings, expansion and the Infrastructure bill. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Gamestop, Rent The Runway and Hormel on deck.

Conversations with Kelly Evans: Apple and the Metaverse Dec 08, 2021

Kelly speaks with Justin Fuisz, CEO and Co-Founder of Octi, a recently launched social media app, about the rapid changes in the metaverse space. We talk about why Apple is a key player to watch; why Octi intentionally looks and feels a lot like TikTok right now; and how people should best get familiar with this emerging space. They also discuss the risks to Facebook's ambitions, and how Octi makes money.

Markets rally, semis surge and mega margins Dec 07, 2021

We’re seeing a mega market rally for the second straight session, with the Nasdaq leading the way this time. We’ll look at what’s changed, and what stocks could be the next great opportunities in the tech space. Plus, semiconductors and cloud names are flying high today, while media stocks are selling off. We’ll dig deeper into today’s big movers. And, strong guidance and record margins have shares of Designer Brands soaring. We’ll speak with the CEO about the consumer and the holiday shopping surge.

Volatility to Stay?, The Future of Energy, Changing the Ad Game? Dec 06, 2021

Stocks are in rally mode today but we’ve been here before. Is the volatility here to stay into year-end? We’ll look at how to best position yourself. Plus, putting a price on carbon. Former BP CEO Bob Dudley says it’s necessary but how will energy companies cope with that? And where does he see oil prices going from here? We’ll ask him. And, you may know him as Deadpool or as the face of Aviation Gin, but actor Ryan Reynolds is also working to change advertising. He joins us live with the disconnect he sees in the industry and how his new venture hopes to disrupt the space.

Conversations with Kelly Evans: The Energy Evolution Dec 05, 2021

Kelly talks to Graham Copley, Founding Partner at C-MACC about two critical issues: the supply chain and the energy transition away from fossil fuels. They dig into why Graham isn’t worried about permanent logistics issues and why inflation isn’t here to stay.

Making Sense of the Markets, Building the Metaverse Economy, Surprising Restaurant Winners Dec 03, 2021

The Nasdaq selling off in tandem with falling rates. What’s behind the tech disconnect…and where you can find opportunities. Users are spending millions of dollars on real estate in the metaverse. We explore how a virtual reality is creating real world jobs. And the restaurant darlings of the pandemic are falling out of favor with investors…what’s driving the dining drop.

Another Day…Another Wild Move, The “Great Reevaluation,” and Enron’s Complex Legacy Dec 02, 2021

What a difference a day makes…again. After a late-day selloff yesterday, the major indices stage a big rebound. We explore whether investors should wait for the volatility to calm down or go bargain hunting. Recruiter.com CEO Evan Sohn joins us ahead of the November Jobs Report to discuss employees’ and employers’ changing priorities as candidates reevaluate what they want out of new positions. Plus, Enron went bankrupt 20 years ago today. And while the ensuing fraud scandal was epic, Enron leaves behind a complex legacy…one that includes video conference calls and digital streaming.

Conversations with Kelly Evans: How To Lower Oil Prices Dec 02, 2021

Kelly talks to Stan Majcher, Mid-Cap Value Portfolio Manager at Hotchkis & Wiley. They cover the Biden administration’s plans to lower oil prices, the structural issues in the energy industry, big oil’s spending issues, and where to invest.

Fed’s Market Impact: Bulls v. Bears, Reshoring Chip Manufacturing, and Buy the Dip in Airlines? Dec 01, 2021

Before the CDC said the first Omicron case in the US has been identified, stocks were higher on day two of Powell and Yellen on the Hill, we dig into what their testimony means for both the bulls and the bears and how to play it. With AWS announcing two new chips and Apple bringing production in house, we look at what the manufacturing reshoring trend means for the global chipmakers. Plus, a wild week for airlines as covid variant concerns weigh…should you buy the dip? One trader says yes.

Powell Tanks Stocks, Consumer Confidence Hits 9-Month Low, Green Apple in a Sea of Red Nov 30, 2021

Fed Chair Jay Powell triggering a sell-off after he said the QE taper timeline could accelerate and that inflation is no longer ‘transitory.’ We dig into what it means for the equity and bond markets…and where to find opportunities. Consumer Confidence hit a low not seen since February as inflation continues to weigh…Conference Board CEO Steve Odland digs into what it means for retailers and the labor market. And Apple was a rare bright spot, Needham’s Laura Martin reveals why she’s staying bullish on the tech giant despite the tech wreck.

Market Rebound, Crypto Headwinds, and Dorsey Departs Nov 29, 2021

Stocks bouncing back after Friday’s big selloff. Did the markets overreact to Omicron? We’ll explore. Plus, Jack Dorsey is stepping down as CEO of Twitter. With the stock down 40 percent from its February high, we look at what’s next for the company. And, Bitcoin rebounding today but still down double digits in the last two weeks. We look at why the Omicron variant isn’t the only thing driving the selling.

Conversations with Kelly Evans: Payment Problems? Nov 26, 2021

In this conversation, CNBC reporter Kate Rooney helps walk us through the big changes that have created headwinds for payment giants Visa and Mastercard. We talk about the significance of Visa's bid for Plaid; the rise of new rival payment networks; and which crypto names could also end up significantly disrupting this space.

Conversations with Kelly Evans: Tapering When Wall Street is Shrinking Nov 25, 2021

Kelly talks to Natalliance Head of International Fixed Income, Andrew Brenner. They cover the main issues markets could face as the Fed begins to taper bond purchases, and discuss how much Wall Street has changed in recent years--in ways that could complicate the Fed's efforts. Andy also talks about whether he thinks Wall Street is still a good career for young people, and which industries look more promising over the next decade.

SPR Release, Last of the Retailers on Deck, The “Must-Own” Energy Stock Nov 23, 2021

Pres. Biden announcing he plans to release 50 million barrels of crude from the Strategic Petroleum Reserves, the Deputy Secretary of Energy joins us to discuss the plan and Goldman’s Jeff Currie tells us why he still sees oil going to $85/barrel. Nordstrom and Gap both report after the bell, what to watch for in the earnings report and whether these beleaguered brands can right the respective ships. And oil was a hot topic today, but there’s an under-the-radar energy stock one Evercore analyst says you ‘must’ own. He joins us with that name.

Nevermind the Headlines, Buy Boeing Stock, Stop Fighting the Great Recession and Retail Stocking Stuffers Nov 19, 2021

Austria implementing a lockdown amid rising covid cases spooking overseas markets and reopening stocks, including the airlines and Boeing, here at home. This as the WSJ reports the company is slowing down 787 Dreamliner manufacturing…but one trader is sticking by the stock. He tells us why. Policymakers learned a lot from the Great Recession, but Neil Irwin, Senior Economics Correspondent at the New York Times, says they’re misguided in applying them to the economic fallout from the pandemic. Plus, Cowen naming their topic retail picks ahead of the key holiday season—why department stores, sporting goods and yoga pants should be in your stocking this year.

Strong Sales, Hot Dogs & Hot Stocks, and Nike Enters the Metaverse Nov 18, 2021

Kohl’s reported a huge increase in sales thanks to strong hair and makeup revenues, CEO Michelle Gass weighs in. Portillo’s posts its first earnings report, and while shares initially took a tumble, commentary about the supply chain and pricing power on the earnings call recouped much of those losses. Portillo’s Chief Executive Michael Osanloo tells us what’s most important to the restaurant’s bottom line. And, Nike launches Nikeland on Roblox—marketing stunt or effective way to capture customers’ attention early? We’ll discuss.

Land grab, chips & candles and time to get back on the bike? Nov 17, 2021

The return of shopping malls, demand for homes and the need to drill all need one thing in common: land. So is it better to bet on the location rather than on the business itself? We’ll explore. Plus, in today’s Earnings Exchange: we’ll give you the action, the story & the trade in Nvidia, Cisco & Bath & Body Works. And, after a post-earnings plummet and a 70% drop from its all-time high, is there finally a buying opportunity in Peloton? We’ll debate.

Long winter for high prices?, retail sales actually falling?, and shopping for trades Nov 16, 2021

Today’s key word is inflation: companies are seeing it, consumers are experiencing it and Fed officials are calling for action to curve it. But the futures market says they won’t act anytime soon. Should you position for a long winter of high prices ahead? We’ll debate. Plus, the headline numbers may look good, but are retail sales actually falling? We’ll do some back of the envelope math to see what the data is telling us. And, in today’s Earnings Exchange: we’ll give you the action, the story & the trade in Target, TJX Companies and Lowe’s with results on deck.

If you build it…, tech takeoff, and shopping, remodeling & the road ahead Nov 15, 2021

The President is set to sign one of the biggest infrastructure bills in history today. We’ll speak with the CEOs of Blink Charging & Siemens USA about the money, the plans and the impact. Plus, we’ll speak with a 5-star tech fund manager who saw gains of 88% last year. He’ll tell us what he’s buying now amid rising rates. And, in today’s Earnings Exchange: we’ll give you the action, the story & the trade in Walmart, Home Depot and Lucid results on deck.

From the Desk of Kelly Evans: Can the Fed afford to raise rates? Nov 15, 2021

Kelly questions whether the Fed can realistically afford to raise interest rates in this environment.

Stick a fork in it, and green thumb, green stock? Nov 12, 2021

Wells Fargo’s message to investors following the latest inflation data: stick a fork in the tech trade! We’ll speak with the strategist behind the call on where to invest now. Plus, shares of cannabis company Green Thumb Industries are jumping after doubling profits. We’ll speak with the CEO. And, in today’s Earnings Exchange: from pre-profit to American staple, we’ll preview WeWork, Nvidia & Walmart results on deck.

Behind the curve?, fueling inflation, and drive, charge & wear Nov 11, 2021

Hot inflation numbers are turning up the pressure on the Fed, and raising questions about the speed of its taper. We’ll look at just how far behind the curve they might be. Plus, it’s no secret that auto prices have been soaring. We’ll ask the CEO of CarGurus if there are any signs it’s improving. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Lordstown Motors, Blink Charging & Warby Parker.

From the Desk of Kelly Evans: Could Picasso collapse? Nov 11, 2021

Kelly explains why the establishment’s dismissiveness of NFTs today mirrors early criticism of Picasso’s work decades ago.

Playing defense, Rivian reality, and Mouse, (fake) meat & money Nov 10, 2021

Prices are jumping, inflation expectations are surging and the White House is playing defense. What does it all mean for socks and your portfolio? We’ve got your Inflation Nation plays. Plus, Rivian’s blockbuster debut could end up being the biggest IPO of the year. Can the capital help it reach scale and justify its price? We’ll explore. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Disney, Beyond Meat and SoFi Technologies on deck tonight.

From the Desk of Kelly Evans: Exxon's stranded assets Nov 10, 2021

Kelly explains why lawmakers’ "net zero" goals could mean big trouble for Exxon and other oil giants.

Rising risks, buy the dip?, and crypto, clothes & food Nov 09, 2021

From cost pressures to supply chain woes, we’ll speak with a money manager who has three picks for your portfolio amid rising risks. Plus, commodities are suddenly out of favor, flat in the past month. Could this be the perfect buying opportunity? Goldman Sachs says “yes.” And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Coinbase, Poshmark & Doordash on deck tonight.

From the Desk of Kelly Evans: The arrival of self-driving cars Nov 09, 2021

Kelly explains why driverless cars are here to stay, despite the risks involved.

A melt up or cool down?, survey says and payments, popcorn & space Nov 08, 2021

Investors are driving stocks – and crypto currencies – to all-time highs, while bond yields go the other way. We’ll speak with a strategist who says there will be one big winner in the search for yield, and he’ll reveal it for us. Plus, Elon Musk will sell 10% of his Tesla shares after a Twitter poll voted in favor of it. We’ll look at what else could be driving his decision making, and what it means for the company. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in PayPal, AMC and Virgin Galactic ahead of earnings tonight.

The market’s message, box office bounce back and the energy rally Nov 05, 2021

Today’s trading seems to be all about the end of the pandemic, with Dr. Scott Gottlieb predicting the it could be over here in the U.S. by January. Reopening stocks are flying high, as pandemic trades get crushed. Is this the first day of the next chapter for markets? We’ll debate. Plus, Cinemark is forecasting a bounce back for the box office, but will movie-going ever return to pre-pandemic levels? We’ll ask the CEO. And, soaring energy prices have shares of U.S. natural gas giant EQT soaring 60% this year. But will new rules rain on its parade? We’ll ask CEO Toby Rice.

Peak inflation?, checking in on Choice, and rides, burgers & workouts Nov 04, 2021

Economist David Rosenberg says inflation has finally peaked, and price pressure will start to ease soon. He’ll join us to explain why this is nothing like the 1970s, and how to position your portfolio too. Plus, the CEO of Choice Hotel joins us to discuss its earnings beat, and will also reveal a surprise winner of the work-from-home trend too. And, in today’s Earnings Exchange: we’ll bring you the action, the story and the trade in Uber, Shake Shack & Peloton results on deck tonight.

From the Desk of Kelly Evans: The rise of Tesla Nov 04, 2021

Kelly remarks on Tesla’s electric run past $1,000 per share.

Countdown to Fed decision Nov 03, 2021

We’re just an hour away from the Federal Reserve’s latest policy decision, and it’s sure to be a historic one. It’s widely expected to announce tapering of its asset purchases as the pandemic winds down. But the key question here is whether or not it has to move up the timeline for hiking interest rates as inflation continues to spike. We’ll cover it all, and bring you the latest details as they unfold.

From the Desk of Kelly Evans: Crypto is the new macro Nov 03, 2021

Kelly explains why regulators are scrambling to catch up to cryptocurrencies’ meteoric rise.

Vaccines for kids, inflation opportunities and Earnings Exchange Nov 02, 2021

The CDC’s advisory panel is just hours away from voting to give Pfizer’s Covid vaccine approval for kids aged 5 to 11. We’ll speak with Pfizer CEO Albert Bourla about that and the strong earnings the company just reported. Plus, our latest CNBC survey shows inflation has eclipsed Covid as the number one threat to our economy. We’ll discuss. And, in today’s Earnings Exchange: we’ll look ahead to Lyft, T-Mobile and Zillow results out after the bell.

From the Desk of Kelly Evans: Watch nominal GDP Nov 02, 2021

Kelly explains why the biggest challenge right now is the economy running "too hot," not "too cold."

A test for the bulls, turbulence in the skies?, and chips, cleaning & cars Nov 01, 2021

We just hit all-time highs for the Dow, S&P and Nasdaq, while bond yields are taking a breather today. But this is a big week that could test the bulls with earnings, a Fed decision and the October jobs report. We’ve got you covered. Plus, in today’s Earnings Exchange: we’ll bring you the moves, the stories and the trades in NXP Semiconductors, Clorox & Avis Budget after the bell. And, are we plunging head first into a nightmare travel season? We’ll give you the latest on the lines and cancellations across the country.

From the Desk of Kelly Evans: Tesla versus Volvo Nov 01, 2021

Kelly explains why Volvo’s IPO will be a tell about the future of the auto industry.

Trick…or Treat?, banking on crypto and Flay’s new foray Oct 29, 2021

Stocks are reversing higher, even after Apple and Amazon both failed to inspire investors with their earnings. And the Nasdaq and S&P 500 just hit fresh record highs, even as earnings season remains a mixed bag. We’ll cover all the angles. Plus, the FDIC is considering how it can allow traditional banks to hold cryptocurrencies on their balance sheets. We’ll dive into the details. And, celebrity chef Bobby Flay joins to weigh in on food prices, labor costs, supply chain struggles and his latest venture: cat food.

The $1.75T plan, the view from the top and titans on deck Oct 28, 2021

The White House just announced details of its $1.75 trillion dollars social spending and climate bill. We’ll tell you what’s actually in it, what’s not, how it’s going to be paid for and whether it has enough support to pass. Plus, we’ll speak with two prominent CEOs to get their take on the economy, the labor shortage and inflation. And in today’s action-packed Earnings Exchange: we’ll look ahead to Apple & Amazon on deck, and Exxon Mobil & Chevron reporting tomorrow.

Buy the beaten-downs, turbulence ahead?, and earnings action Oct 27, 2021

Markets are hovering near record highs, and one strategist says he’s looking to some beaten-down names like Boeing & Facebook to find more gains. He’ll explain what’s got him looking past the negative headlines, and seeing potential upside for both stocks. Plus, JetBlue just beat analyst estimates, but issued weaker-than-expected guidance for next quarter citing fuel and labor cost pressures. We’ll speak with the CEO. And, some big names report earnings after the bell today. We’ll bring you the action, the story and the trades on Ford, eBay and Sunnova in today’s Earnings Exchange.

Getting the green light?, earnings exchange and the worst idea ever? Oct 26, 2021

Consumer confidence is bouncing back, as earnings season starts off hot, the housing market is strong and a potential stimulus deal is around the corner. Do the markets have a green light for gains for the remainder of 2021? We’ll ask the experts. Plus, as earnings season ramps up, we’ll bring you the action, story and trade ahead of three key reports: Microsoft, Alphabet & Robinhood. And, as the White House explores way to pay for its multi-trillion dollar spending plan, Janet Yellen says she supports an unrealized capital gains tax on billionaires. Good or bad idea? We’ll debate.

New faces needed?, inflation situation and friend or foe? Oct 25, 2021

Facebook is under fire, facing criticism on multiple fronts. Should Mark Zuckerberg and Sheryl Sandberg step aside and let new leadership in? We’ll debate. Plus, Jack Dorsey says hyperinflation has arrived, while Janet Yellen says inflation will normalize next year. Who should you believe? We’ll dive in. And, as disruptors like Warby Parker, Allbirds and Rent The Runway hit public markets, are they friend or foe to traditional retail? We’ll explore.

Rocky results, the Fed’s new rules and the Trump SPAC Oct 22, 2021

Snap got slapped by Apple’s new rules, and Facebook is sinking as a result. While Intel came up short again, and Beyond Meat is getting grilled on lower outlook. We’ll bring you all of these rocky results. Plus, the Fed has a new set of rules for trading. Is this an acknowledgement of guilt, or does it help Jerome Powell’s case for reappointment? We’ll debate. And, in today’s Rapid Fire: we’ll highlight the company set to take former President Trump’s social media platform public, which has soared 1,000% in just two days.

Commodities craze, flying high and supply chain champs? Oct 21, 2021

Oil and metals are lower today, on pace for their worst day since August. But crude is still up more than 15% in the past month. Should investors stick with the commodities craze? We’ll give you the best plays that are out there right now. Plus, Alaska Air returned to profitability last quarter as both business & leisure travel picked up. But will rising fuel prices hit carriers next quarter? We’ll ask the CEO. And, shares of footwear phenom Crocs are climbing on a big earnings beat. We’ll ask the CEO how it’s navigating supply chain disruptions despite its Vietnam facilities being temporarily shuttered.

The “biggest threat”, interest in Pinterest?, and consumer crunch Oct 20, 2021

Legendary investor Paul Tudor Jones just sounded the alarm on inflation, saying it could be worse than we originally thought. So why do stocks keep rallying? We’ll debate. Plus, is PayPal courting Pinterest? As the two companies reportedly hold merger talks, we’ll explain why this seemingly odd pairing actually makes sense for both sides. And, in today’s Rapid Fire: we’ll spotlight how Netflix is sliding, Facebook is rebranding and why retailers are panic buying.

etting bearish, betting on bitcoin and first & worst Oct 19, 2021

Stocks are nearing all-time highs once again, with the Dow and S&P 500 both within 1% of their records. Yet big fund managers are now the most bearish they’ve been in some time. We’ll look at what that means for the market. Plus, Bitcoin is just shy of its own record high, reaching its highest levels since April as the first ever bitcoin futures ETF begins trading. We’ll bring you all the details. And, in today’s Rapid Fire: which retailers can weather supply chain snarls, the company that could be the next meme stock and Goldman’s new conviction buy.

From the Desk of Kelly Evans: The lure of Tesla Oct 18, 2021

Kelly explains why Tesla is quietly becoming ubiquitous, both on Wall Street and on Main Street.

Bond yields bounce, Apple’s new chips and some bullish calls Oct 18, 2021

Bond yields are on the rise as “stagflation” worries grow. Just how worried should equity investors be? We’ll ask the experts. Plus, we’ll bring you all the headlines from Apple’s latest event, where new AirPods and Macbooks powered by Apple’s new chips are expected. And, in today’s Rapid Fire: some bullish analyst calls into earnings season, including what Wall St. is saying about Netflix, Chipotle and Facebook.

A Downward Spiral, The Great Commodities Rotation, and Record Deals Oct 15, 2021

Markets are back near all-time highs, but one strategist sees a wage-price spiral developing. His picks to weather that pressure. With crude perched above $81 a barrel, Bank of America sees bearish technical signals in oil, but is getting bullish in the metals space. And with just a little more than two months left in the year, KPMG’s Global Head of M&A tells us why 2021 could be a record breaker. Plus, a ‘future of’-edition of Rapid Fire. We look at what’s next for movies, transportation, climate change…and snacking.

Fear factor, channel checks and an overlooked advantage? Oct 14, 2021

Lower jobless claims and lower inflation are pushing stocks higher today, as better-than-expected economic data fuel a rally. But is it too soon for investors to put fears aside? We’ll ask the experts. Plus, one analyst got an up close look at the inner workings of some discount retailers. She’ll explain why it led her to cut ratings on their stocks. And, when items are in short supply, who gets the product? Brick & mortar, or online retailers? We’ll talk to the Overstock.com CEO about the supply chain crunch.

Getting “M.E.S.S.I.”, semi struggles and supply chain picks Oct 13, 2021

The Dow and S&P are on pace for their fourth straight day of losses, with the latest Fed minutes just moments away. We’ll speak with an economist who sees things getting “M.E.S.S.I.”, and he’s not talking about the soccer star. Plus, if semiconductors are in short supply, why aren’t the chip stocks performing better? We’ll ask a top analyst in the space. And, in today’s ‘supply chain’ edition of Rapid Fire: Wall Street is placing bets on who will weather the storm, and who won’t be so lucky.

Challenging road ahead?, a trust story and head-to-head Oct 12, 2021

Has the market not bottomed yet? One portfolio manager says it’s only about halfway through after yesterday’s selling into the close. He’ll join us to give his names to buy in what he’s calling the “challenging road ahead” for equities. Plus, Boeing’s sales continuing outpacing cancellations, but manufacturing problems still plague one of its flagship models. We’ll explore whether it can regain its footing. And, in today’s Rapid Fire: analysts are saying “buy this, not that” in a number of industries including gambling, pharma and tech.

When is a selloff good?, reading between the lines and the (head)winds are blowing Oct 11, 2021

It took 226 trading days for the markets to register a 5% pullback. So why are some analysts actually welcoming the recent selloff as a good sign? We’ll explain. Plus, we’ll speak with the CEO of Barnes & Noble about why there’s now a shortage of books, and what that means for your holiday shopping plans. And, in today’s Rapid Fire: we’ll look at why Apple, Disney and even James Bond himself can’t escape from major issues plaguing their stocks.

Disappointing jobs number, “Apple-esque” and a reluctant downgrade Oct 08, 2021

The economy only added 194,000 jobs in September, well short of estimates and in spite of enhanced unemployment benefits ending. But there are millions of jobs openings, so why aren’t more roles being filled? We’ll explore it that means for stocks, bonds and the Fed taper too. Plus, we’ll speak with a Tesla analyst who says he’s bullish on the stock because he believes the company’s brand & ecosystem are “Apple-esque.” And, we’ll explain why one brokerage is cutting Home Depot & Lowe’s despite the housing & home improvement markets still being red-hot.

Debt drama delayed, the next threat?, and the broken supply chain Oct 07, 2021

Stocks are rallying today as the drama in DC lifts. The Dow has surged 1,000 points from yesterday’s low. But what happens come December when we have to raise the debt limit again? We’ll explore. Plus, soaring energy prices are typically seen as an economic threat, but some things have changed. We’ll explain who will bear the brunt of price spikes. And, we take a trip around the world to illustrate exactly what’s broken across each step of the global supply chain. Don’t miss our CNBC special report.

Stocks slide, the debt limit dilemma and flying, fashion & Amazon’s next frontier Oct 06, 2021

Stock’s can’t seem to string together a rally, with energy concerns and slowing growth sending the Dow lower again. We’ll ask the experts how you should react, and where the opportunities are in the market right now. Plus, President Biden is meeting with CEOs and business leaders to discuss the debt limit. We’ll bring you the event live. And, in today’s Rapid Fire: turbulence for airlines, cotton’s price surge and Amazon’s big bet on gaming.

Buy the dip?, bitcoin bounce and the importance of Facebook Oct 05, 2021

Markets are bouncing back after yesterday’s selloff. Should you race to buy what’s left of the dip? We’ll debate. Plus, Bitcoin soars back above $50,000 as money continues flowing into crypto. Are signs pointing to an even bigger rally? We’ll explore. And, yesterday’s Facebook outage shows just how much we depend on the platform to connect. Kevin O’Leary joins to explain whether it’s a friend or foe to small business.

Everything but energy, the chase is on and social distortion Oct 04, 2021

Stocks are resuming their slide once again today, with Tech leading the declines. We’ll dissect the recent downturn to look at what’s causing it this time, and debate whether or not we’re in for a Q4 to forget. Plus, the chase is on for energy gains as the sector bucks the downtrend. Will its winning streak continue? We’ll ask the experts. And, a rough day for Facebook, as shares pull back after some negative publicity, plus service outages for WhatsApp & Instagram too. We’ll bring you all the details.

Merck’s big breakthrough, car troubles and a deal undone Oct 01, 2021

Merck just created a major breakthrough in the fight against Covid-19 – a pill that cuts hospitalization rates. We’ll bring you the latest details. Plus, auto sales continue to sink as a lack of inventory continues. We’ll talk about the impact of the chip shortage with former Nissan CEO Carlos Ghosn. And, in today’s Rapid Fire: a safety pick, a major tech merger gets axed, a settlement with ‘Scar-Jo’ and all-you-can-eat movie theaters.

Crisis averted?, picture imperfect and a jolt of energy Sep 30, 2021

There’s now movement to reach a deal to avoid a government shutdown, just hours before the deadline. But Washington isn’t out of the woods yet. We’ll bring you latest details on the budget wrangling as they happen. Plus, there seems to be a shortage of everything lately, and that includes paper. The CEO of Shutterfly joins to discuss how it’s navigating supply chain woes. And, China just ordered state suppliers to secure energy at any cost as winter approaches. We’ll tell you all you need to know in a special ‘Energy Edition’ of Rapid Fire.

Collision course?, keep on truckin’ and buy now, crypto later! Sep 29, 2021

Jerry Castellini of CastleArk warns the world economy is heading for a “collision course with commodities,” as prices in everything from oil to cotton soar. He’ll join us with several ways that investors can hedge – and even benefit from – this growing trend in the market. Plus, trucking companies are desperately looking to hire as a driver shortage hits Europe. We’ll speak with the 2nd-biggest trucking broker about how to fix it. And, in today’s Rapid Fire: Netflix goes for gamers, Affirm goes crypto, Lucid goes luxury and Macy’s goes after Amazon.

Markets sell off, energy on fire and Yellen’s big warning Sep 28, 2021

Stocks are sliding today, with tech names dragging down the broader markets as Treasury yields trade near three-month highs and lawmakers in Washington continue their budget stalemate. And with a rising number of Fed vacancies, what might it mean for the central bank’s policy? And does it explain rising rates & the steepening yield curve? We’ll cover it all. Plus, soaring Nat Gas prices are causing more trouble in the UK and reverberating across the globe. We’ve got the latest details and the impact it could have here at home. And, Treasury Sec. Janet Yellen just issues a dire warning, saying if we don’t raise the debt ceiling, our country could face a financial crisis and a recession. We’ll discuss.

Setting a trap?, shutdown showdown and supply chain chaos Sep 27, 2021

A gas crisis in the UK, debt problems in China and an imminent government shutdown here at home are just a few headwinds right now. Is the recent rebound in stocks really just setting a trap for investors? We’ll ask our market experts. Plus, Stifel’s Brian Gardner says the risk of a shutdown in Washington is on the rise as the chance of a debt default decreases. He’ll join us to explain. And, in today’s ‘Retail Edition’ of Rapid Fire: empty store shelves, a big bet on beauty and a rare negative call on Amazon.

China’s crypto crackdown, ‘Goldilocks stocks’ and under the $HOOD Sep 24, 2021

China is moving against cryptos yet again, banning all but ownership. Is this a long-term headwind for bitcoin, or actually a buying opportunity? We’ll explore. Plus, we’ll speak with a money manager who says she’s looking for “Goldilocks stocks” right now as volatility picks up. She’ll give us her 3 names to own. And, while the company appeared to have everything under control publicly, new documents show panic at Robinhood during the height of “Meme Mania.” We’ll explain.

Rebound warranted?, “niche, green flying machine” and DASH-ing ahead Sep 23, 2021

Stocks & bonds are rallying in unison, with the averages turning positive for the week. Is it the Fed? China? Or Washington? And most importantly, should investors chase this move? We’ll debate. Plus, there’s an under-the-radar transportation play that Morgan Stanley says could rally 50%. We’ll speak to the analyst behind the call. And, Doordash is quietly becoming a force to be reckoned with, up 50% this year. Can they keep it up? We’ll explore in today’s Rapid Fire.

Countdown to Fed Decision, Inflation Situation and crypto changes Sep 22, 2021

We’re just moments away from the latest Fed decision, and we’ve got an all-star panel ready to cover every angle. In today’s Rapid Fire, we’ll talk taper, yields, and most importantly: what does it all mean for stocks? Plus, while the Fed argues inflation is transitory, General Mills disagrees. We’ll explain why the consumer staple giant sees rising costs ahead. And, Robinhood is caving to public pressure and changing the way it deals with cryptocurrencies. We’ll bring you the key details

From the Desk of Kelly Evans: The energy profiteers Sep 22, 2021

Kelly explains why "financial speculators" are in the driver’s seat when it comes to energy prices.

From the Desk of Kelly Evans: How to do good Sep 21, 2021

Kelly explains how ESG investing actually begins with changing our own behaviors first.

Markets rebound, Europe’s energy crisis and damage control Sep 21, 2021

Markets are rallying and trying to hold their gains after yesterday’s big selloff, while Bitcoin is trying to avoid more losses. Which asset class is better positioned to ride out this volatility? We’ll ask our market experts. Plus, Europe is in the midst of an energy crisis. Could it happen here? And what does it mean for stocks? We’ll explore. And, will China be able to control the damage from an eventual Evergrande collapse? We’ll explain what’s at stake, and who’s most vulnerable right now.

Markets sell off on China property market fears Sep 20, 2021

Stocks are sliding amid turmoil in China leads to a selloff in global risk assets. We’ll dig into the market’s September swoon, and cover all angles of today’s selloff.

Is DC Drama Threat to the Rally, A Rough Year for New Issues and a Crypto Crackdown Sep 17, 2021

Wall Street is starting to worry about Washington. Will the debt ceiling debate and tax hikes be what stops this rally? Plus, SPACs have had a spectacular meltdown since being all the rage earlier this year. And though it was a big year for IPOs, it wasn’t a great one, especially for some of the biggest names. And the government reportedly trying to fight back against hackers by hitting them where it hurts: their crypto wallets.

Looking to the future, ESG a waste of time?, and an electric reveal Sep 16, 2021

Goldman Sachs is launching a new actively-managed ETF today aimed at smaller, emerging tech firms. Can they rival the success of Cathie Wood’s Ark Invest? We’ll speak with one of the managers about Goldman’s vision of the future. Plus, NYU’s Aswath Damodaran says ESG investing is a waste of time, and is doing more harm than good. He’ll join us to explain why. And, America’s best-selling truck is going electric! The first electric Ford 150 Lightning trucks are leaving the factory today, and we’ll give you all the details.

From the Desk of Kelly Evans: Apple vs. Dojo Sep 16, 2021

Kelly explains why Apple’s annual product launch no longer holds the cache it once did.

China’s never-ending crackdown, winning the EV race, and supply chain pain Sep 15, 2021

Big tech, ride hailing, education, real estate and now casinos are the latest industry to get crushed as China’s regulatory crackdown intensifies. Will it ever end? We’ll explore what it means for investors, and what Bridgewater’s Ray Dalio says is the key point to remember. Plus, we all know the EV market is growing, but which company is going to win the race? We’ll speak to an analyst who will give us his top pick. And, CEOs of big businesses haven’t been shy about supply chain headwinds. But what about the small businesses that don’t have the same resources? We’ll focus on them.

Apple’s big event, a new American economy and uranium euphoria? Sep 14, 2021

Apple is expected to unveil a bunch of new updates today, including a new iPhone. Will it be enough to get people to buy it? We’ll explore. Plus, we’ll speak with a fund manager who says pandemic outperformers may once again lead the next market leg higher. And, shares of uranium mining firms have gone “nuclear” in the past 24 hours. Is this the next hot trade? We’ll explain.

Tech turns lower, countdown to Christmas and China’s crackdown continues Sep 13, 2021

Stocks are higher today, but the Nasdaq is in the red over the past week as tech struggles to stack gains. We’ll speak with a portfolio manager who says Amazon, Google and Facebook are actually undervalued right now. Plus, there are only 100 shopping days left until Christmas. Former Saks CEO Steve Sadove joins to explain why only half of them might actually be useable. And, in today’s Rapid Fire: China’s crackdown continues, “old” tech is hot again and what’s the next trade for Apple?

Not so transitory?, a blow for buybacks and falling in “love” Sep 10, 2021

After another hot inflation reading, one thing is certain: the debate over inflation is not proving to be transitory. The hawks point to the surging cost of food, freight & restaurants, while doves point to other categories being muted. We’ll debate the lasting impact of inflation. Plus, a new tax proposal is making its way through Washington, and it’s aimed at stock buybacks. Will it pass, and would it wreck the market rally? We’ll explore. And, shares of Lovesac were already soaring this week, and it just got another big boost from earnings today. We’ll speak with the CEO about what’s ahead.

Stick with the winners?, Nat Gas is hot and earnings up, stock down Sep 09, 2021

The market’s recent losing streak has investors wondering – do you stick with what’s been working, or start to get defensive? We’ll speak with a fund manager who has three names he thinks will continue to stack gains into the end of the year. Plus, Cheniere has been on a roll, and just announced it will be paying its first dividend in company history. But could surging natural gas prices spoil its run? We’ll ask the CEO. And, Academy Sports is down big today despite what its CEO called the “best earnings” in company history. Is this as good as it gets? We’ll explore.

From the Desk of Kelly Evans: The future is solar Sep 09, 2021

Kelly explains the crucial differences in clean energies, and why solar may soon lead the way.

From the Desk of Kelly Evans: Are energy bills about to spike? Sep 08, 2021

Kelly points out signals of upward pressure in the energy market that could hit consumers right in the wallet.

Time to be greedy?, titans battle over China, and the next wave of IPOs Sep 08, 2021

‘Be greedy when others are fearful, and fearful when other are greedy.’ It’s an old market trope, but are we in this cycle? The bears may be coming out on Wall Street lately, but we’ll speak with one strategist who says now is definitely the time to be greedy. Plus, some Wall Street heavyweights are weighing in on the merits of investing in China. Is it a threat or opportunity for investors? We’ll debate. And, speaking of greed, greed is out and doing good is in when it comes to the next wave of IPOs. But will that strategy pay off? We’ll explore.

Time to go underweight?, big three tax hits & betting on betting stocks Sep 07, 2021

As the Dow and S&P slide today, Morgan Stanley is taking U.S. equities to underweight. They’ll join us to explain the bold call. Plus, President Biden’s tax plan includes more than 80 hikes and changes, but only three raise the most money. We’ll break them down for you. And, the 2021 NFL season kicks off this week, and a number of betting names to could benefit in a big way. We’ve got your stocks to watch.

Confidence clash, climbing costs and revving engines Sep 03, 2021

August’s disappointing jobs report exposed a clash between slowing jobs growth and rising wages. But another clash is brewing as well, between the confidence of consumers and CEOs. Does one explain the other? We’ll ask Conference Board CEO Steve Odland. Plus, in the aftermath of Hurricane Ida, are insurance premiums about to spike? We’ll explore the storm’s full impact, and what happens if these weather events become increasingly ‘normal.’ And, activist investing firm Engine No. 1 is reportedly revving up to take on another big oil producer. We’ll explain the high-profile fight that could be shaping up.

From the Desk of Kelly Evans: Power outages Sep 03, 2021

Kelly explains why the shift toward electric power isn’t as clean as you might expect.

Return or resign?, charging ahead, and cars, costs & canned goods Sep 02, 2021

New data shows prospective employees either getting more interested in returning to work, or never coming back at all. We’ll explore what it means for both workers and employers ahead tomorrow’s crucial jobs report. Plus, ChargePoint shares are surging on a strong quarter, but are still well off their 52-week high. So why is the CEO so bullish? We’ll ask him. And, in a consumer-focused edition of Rapid Fire: how inflation and supply chain issues are weighing on earnings across nearly every sector today.

The Fed’s next move, helped wanted and tech talk Sep 01, 2021

September kicks off with yet another economic data miss, with investors on edge ahead of Friday’s big jobs report. Is Fed tapering still on, or not? We’ve got some strategies and names for you that pay, and are Fed-proof too. Plus, if hiring is slowing, then why are so many big companies going on hiring sprees? From Walmart to Fidelity, we’ll tally up the thousands of new job openings nationwide. And, in today’s tech-themed Rapid Fire: Apple wants to takeover your life, is TikTok killing Facebook?, and what Cathie Wood means by “transparency.”

From the Desk of Kelly Evans: Home prices are...just getting started? Sep 01, 2021

Kelly explains why those who bought into 2020’s red-hot housing market may have bought in at a good time after all.

Losing confidence?, broken (supply) chain and digital domination Aug 31, 2021

The delta variant put a huge dent in America’s reopening plans, and consumer confidence is sinking sharply as a result. We’ll recap today’s difficult data, and tell you how to position your portfolio ahead of Friday’s crucial labor report. Plus, the supply chain was already broken -- and then Hurricane Ida hit. We’ll speak to a company trying to regroup on the front lines. And, in today’s very meta Rapid Fire: video games, app stores and Zoom calls.

From the Desk of Kelly Evans: Fossil fuels can’t compete Aug 31, 2021

Kelly explains why it’s a matter of when, not if, renewable energy overtakes oil & gas.

Ida’s impact, record highs and travel trouble Aug 30, 2021

Rescue & cleanup efforts are underway as Hurricane Ida slams Louisiana. We’ll bring you the latest details, including impacts for energy, oil & beyond. Plus, markets are rallying yet again today, reaching new highs for the S&P 500 and Nasdaq. But with September a historically weak month, where do markets go from here? We’ll debate. And, the travel rebound is hitting a roadblock, as airlines begin cutting capacity. Did recovery stocks get ahead of themselves? We’ll ask the experts.

The Powell Rally, Afghanistan Geopolitical Risks and Like Dumping Apple After the iPod Price Cut Aug 27, 2021

Fed Chair Jay Powell’s taper commentary from Jackson Hole sending markets higher, Morgan Stanley’s chief U.S. Economist weighs in. With just four days away from the deadline for the U.S. to withdraw from Afghanistan, we discuss the geopolitical risks to the region and the role China could soon be playing in the country. Plus, despite Peloton shares falling today after the company cut bike prices for the second time, Loop Capital says selling the stock now is like selling Apple after it cut the price of iPods.

Uncertainty in the markets Aug 26, 2021

From global turmoil to a Fed on the verge of tapering to rising rates and inflation. A look at how all these factors are playing out in your investments.

Cyber Summit, the no-vax tax and a sector showdown Aug 25, 2021

Can the star-studded gathering of tech CEOs at the White House today help solve the ransomware scourge around the globe? We’ll discuss. Plus, Delta is now charging workers $200 per month if they haven’t been vaccinated. We’ll explore the rising cost of being unvaccinated in our country. And, in today’s Rapid Fire: a sector-by-sector stock showdown, including a faceoff in retail, the IPOs to watch and the best bank to buy right now.

From the Desk of Kelly Evans: Who needs Prime? Aug 24, 2021

Kelly explains why her Amazon Prime account was one subscription too many.

Taper tantrum coming?, 10 years of Tim Cook and stay home or get out! Aug 24, 2021

Amid new highs for the S&P 500 and Nasdaq, it might be tough to find an attractive entry point to buy in. We’ll speak to one market watcher who sees a potential opportunity ahead -- a big taper tantrum coming for the market. Plus, Tim Cook just finished a decade as CEO of Apple. We’ll look back at the highs and lows in his first ten years at the helm. And, in today’s Rapid Fire: the return-to-office debate, gyms & casinos on the road to recovery and why we’re still buying home office items and binging Netflix.

A shot in the arm for vaccination efforts, a rideshare setback and a retail roundup Aug 23, 2021

The FDA has finally approved Pfizer’s Covid-19 vaccine, and fresh vax mandates are already pouring in. How might this shape the path of the pandemic? We’ll explore. Plus, a California judge just ruled that Prop 22 is unconstitutional -- a big blow for rideshare firms like Uber. But we’ll talk to an analyst who says the stock is still a top pick. And, in today’s retail-themed Rapid Fire: high hopes for Gap earnings, why Peloton looks out of shape, and how to play the ‘ugly shoe’ trend.

From the Desk of Kelly Evans: What’s wrong with the retail sales report Aug 20, 2021

Kelly explains how consumer spending isn’t missing from the official data, it’s simply not there.

Doubting the Fed, China’s crackdown and never return-to-work plans Aug 20, 2021

It’s been an emotional ride for investors as they try to decipher if the Fed’s potential September taper is the right move. We’ll look at how you can best position yourself. Plus, China just passed one of the strictest data privacy laws in the world. We’ll explore what it means for stocks and U.S. companies operating there. And, in today’s Rapid Fire: with the rise of the delta variant, should investors start thinking about *never* returning to the office plans? We’ll dig into that.

Hot or not?, a brewing crypto battle and dining & delta Aug 19, 2021

New credit card spending data shows even more of a consumer slowdown than we previously thought. But one portfolio manager says the consumer has never been healthier. He’ll give us his top reopening play. Plus, we’ll speak exclusively with the litigation firm that’s bankrolling “landmark” legal action against crypto exchange Binance following its May 19th outage. And, could the delta variant and rise of new mask and vaccine mandates bring the restaurant recovery to a halt? We’ll ask the CEO of P.F. Chang’s.

Don’t count them out, under the $HOOD and Cathie Wood strikes back Aug 18, 2021

Another round of weak economic data was released today, as housing starts disappoint Wall Street. But one fund manager is continuing to bet on both housing & the consumer. We’ll ask him if he fears the Fed’s taper. Plus, Robinhood releases its first results as a public company after the bell tonight. Can it live up to the ‘meme mania’ hype? We’ll discuss. And, in today’s Rapid Fire: Cathie Woods goes on offense, the crypto craze hits emerging markets and a controversy in China.

From the Desk of Kelly Evans: Time to taper the taper? Aug 17, 2021

Kelly explains why the only way to reignite the value/reopening trade might be for the Fed to "taper" its own taper talk.

Stocks Sell Off, IPO Woes and a Dire Warning for Muni Bonds Aug 17, 2021

Stocks staging a broad sell-off, but what’s to blame: Fed taper talk, disappointing economic data or the Delta variant? We discuss. In today’s Rapid Fire, a look at IPO woes…Wish CEO’s dismal outlook, Roblox’s reopening wreck, The Honest Company’s rough week and BeachBody’s big investor. Plus, if Congress doesn’t extend the debt ceiling limit, there could be fallout that one investor says would make the Financial Crisis of 2008 look like a “three-minute, G-rated movie trailer.’ He joins us to discuss the potential generations-long impact on the muni market.

Another nasty data surprise, an influence setback?, and taking back $2 trillion Aug 16, 2021

Last week saw consumer sentiment plunge, and now New York area manufacturing is slumping too. Is the Fed about to make a major policy mistake by tapering asset purchases too soon? We’ll debate. Plus, China is seizing on an opening in Afghanistan as the U.S.-backed government collapses. How big a setback will this be on the world stage? We’ll discuss. And, the crypto market tops $2 trillion again amid Bitcoin’s remarkable rally. We’ll talk about the turnaround, and what the crypto bulls are now saying about Ethereum, too.

From the Desk of Kelly Evans: Afghanistan Aug 16, 2021

Kelly highlights the destabilization unfolding in Afghanistan right now, and the fallout and geopolitical risks for investors.

From the Desk of Kelly Evans: Inflation Situation Aug 13, 2021

Kelly sounds off about expectations that core inflation next year will "only" be 2.5%.

Recovery roadblock, the bitcoin bunch and a box office barometer Aug 13, 2021

The ‘reopening’ stocks aren’t working right now, and neither are ‘stay-at-home’ names. So how is the market still at all-time highs? We’ll discuss. Plus, a family sold everything and put their money into Bitcoin when it was at $900. We’ll highlight the extreme lengths they take to keep the fortune they’ve accumulated safe. And, in today’s Rapid Fire: Disney’s big beat, Apple’s privacy problems and why “Free Guy” could serve as a barometer for the future of the box office.

The jobs experiment, making crypto a currency, and the “debt trap” Aug 12, 2021

Some states ended extended unemployment benefits this year, while others didn’t. What’s happened to the workforce since then? We have new data. Plus, we’ll speak with the man who’s helping bring Bitcoin to El Salvador, and also working to make cryptos real currency by making payments both easier & cheaper. And, the author of a new book called “The Debt Trap” joins to discuss how America’s student debt crisis came to be, and potential solutions to solve it.

Peak inflation?, skyrocketing rentals and ThredUp goes down Aug 11, 2021

We’ll speak exclusively with Dallas Fed President Robert Kaplan about today’s soft CPI report, and whether it’s changed his mind about tapering. Plus, it’s not just home buying that’s hot right now. There are now bidding wars for RENTALS! We’ll bring you the sky-high numbers. And, shares of secondhand e-commerce platform ThredUp are lower despite a relatively positive Q2. We’ll discuss earnings & the road ahead with the CEO.

If you build it…, Out of $tock and pizza, pay cuts & payment problems Aug 10, 2021

The Infrastructure bill has finally passed through the Senate. Who stands to benefit from $1 trillion in spending? We’ve got some stock picks. Plus, a foam shortage is tying up production of furniture and other household products. We’ll talk to the CEO of Huntsman in our ‘Out of $tock’ series. And, in today’s Rapid Fire: Domino’s gets saucy, Google proposes a work-from-home pay cut, and why the ‘buy now, pay later’ trend could create a credit conundrum.

Capitol Hill meets crypto, Billionaire vs. Broker and a hot housing play Aug 09, 2021

There’s a digital currency caught in the middle of Congress’ attempt to move the Infrastructure bill forward. We’ll explain why. Plus, we’ll speak with former hedge fund manager John Arnold about his battle against firms like Fidelity when it comes to charity. And, we’ll reveal the newest way that you can make money in the housing market, even when you’re not actually selling your house.

Almost a million, buybacks are back and not small potatoes Aug 06, 2021

The U.S. added nearly 1 million jobs in July, as the unemployment rate drops to 5.4%. Is the labor market stronger than we thought? We’ll explore. Plus, companies have extra cash on hand, and they’re putting it to use. We’ll tell you one sector where buybacks should keep rolling. And, Idaho is running a $900 million surplus, so that means its taxpayers are getting a refund. We’ll talk to the state’s governor all about it.

Worker woes, back to takeout?, and Uber’s U-turn Aug 05, 2021

On the eve of tomorrow’s jobs report, we’ll take a look at current employment trends amid the ongoing worker shortage with Recruiter.com CEO Evan Sohn. Plus, with mask and vaccine mandates on the rise, could we all be going back to ordering takeout soon? We’ll ask the CEO of Papa John’s. And, in today’s Rapid Fire: semiconductors surge, Uber’s surprise profit and Yelp adds new filters to keep you up-to-date on Covid requirements.

Robinhood rips, anti-vax: the new smoking?, and the pandemic pivot Aug 04, 2021

Stocks are falling today on a disappointing jobs number, but Robinhood is soaring on the return of ‘meme mania.’ We’ll bring you all the market angles today. Plus -- is refusing to get the Covid vaccines the new smoking? We’ll speak with former HHS Secretary Kathleen Sebelius about how insurers should handle unvaccinated folks. And, we’ll speak with the founders of two different businesses who are evolving with the “new normal” as the delta variant rises and the pandemic continues.

Another trillion dollars, hacking’s “holy grail” and the mandate debate Aug 03, 2021

Another trillion dollars is about to be pumped into the economy via the new bipartisan infrastructure bill. But what is all of this government spending doing to the national debt? We’ll ask the Director of the National Economic Council. Plus, China-backed hackers reportedly compromised 5 major telecom companies. We’ll talk to a cyber expert who’s calling it the “holy grail” of espionage. And, mask mandates are making a comeback, with vaccine mandates on the rise too. We’ll speak with a company trying to make this “new normal” easier for workers.

China’s IPO crackdown, ‘Help Wanted’ and running out of rubber Aug 02, 2021

China’s crackdown is costing its own companies $1 trillion in market cap. But now it wants to work with the SEC on IPOs. Does that mean there’s more value than expected in Chinese-listed companies right now? We’ll explore. Plus, the labor shortage is hurting most industries, but it’s coming at a critical time for cyber security. Is the U.S. vulnerable to attacks? We’ll debate. And, Bridgestone CEO Paolo Ferrari joins to discuss his company’s path forward, and how it’s attempting to innovate its way out of a rubber shortage.

Correction coming?, oil’s well at Chevron, and China in a class of its own? Jul 30, 2021

Legendary investor Howard Marks of Oaktree Capital joins us with his take on the economy, markets and inflation. Does we agree with Scott Minerd’s bold call that a big market correction is coming? We’ll ask him that, too. Plus, Chevron is having a stellar year as the energy sector outperforms. We’ll speak exclusively with its CEO about earnings, ESG and more. And, should China be considered a separate asset class from the rest of the world? We’ll look at what’s at stake as regulators crack down.

Robinhood’s big debut, mall momentum & drink up! Jul 29, 2021

Shares of Robinhood begin trading on the Nasdaq after pricing on the low end of its IPO range. We’ll cover all the details, including questions about its future, its ongoing legal battles, payment for order flow & much more. Plus, Kimco Realty -- one of the nation’s biggest mall operators -- just reported a bounce back in occupancy rate & hiked its 2021 outlook. We’ll speak with the CEO. And, the CEO of Molson Coors joins to discuss its big sales growth this quarter, the pulse of the consumer and where inflation is starting to creep in its business.

Fed decision on deck, Pfizer CEO exclusive and a big tech check Jul 28, 2021

We’re just an hour away from the latest Fed rate decision, and it’s all about the two ‘T’s’: Transitory & Tapering. We’ll bring you full Fed coverage from every angle, and lay out everything in detail from timing to yields, and Chair Jerome Powell’s future. Plus, we’ll speak exclusively with the CEO of Pfizer about the company’s big profits, future sales forecast and what to expect from the next wave of Covid. And, we’ll take a hard look at what to expect from two of the best-performing tech stocks this year: Facebook & PayPal.

From the Desk of Kelly Evans: The Cost of Having Kids Jul 28, 2021

Kelly explains why the rising costs of college, health care and other expenses today could have a huge impact on the number of available workers to fill the labor force in years to come.

A change in narrative?, China & your money and ETFs exposed Jul 27, 2021

Just as earnings season was set to change the market narrative, the CDC is expected to recommend more mask wearing as the Delta variant spreads. Is this a blip on the economic radar, or something much more drastic? We’ll ask our market experts what it means for you and your investments. Plus, just because you don’t own a Chinese ETF doesn’t mean the crackdown there won’t impact your money. We’ll explain what’s at risk right now. And, in today’s Rapid Fire: China’s crackdown leaves ETFs exposed, Elon Musk takes aim at Apple and BofA forecasts a late summer surge in lumber prices.

On the brink of a breakout?, your ‘single money app’ and the China crackdown continues Jul 26, 2021

If you missed out on the record-setting rally, don’t worry. One strategist has three names for you that could be on the brink of a breakout. Plus, the countdown is on to Robinhood’s long-awaited IPO. We’ll bring you the latest details, including its quest to become your “single money app.” And, in today’s Rapid Fire: the China crackdown continues…why Gap could rally 44% from here…and why investors are betting big on language.

Value Over Growth, The Street Likes Coffee and Energy Drinks, and Powell at Risk? Jul 23, 2021

A five star fund manager weighs in on the week’s rally and digs into the names he ‘loves.’. J.P. Morgan’s Michael Feroli on why Chair Powell could be at risk of being a one-term Fed Chair and who could succeed him. Plus, Rapid Fire: The Food Edition…we dig into some of the day’s biggest movers on earnings and analyst notes including the best performing S&P stock this century.

Bitcoin’s wild ride, a blue chip check and up in the air Jul 22, 2021

As the Bitcoin rally continues, we’ll speak with the CEO of Grayscale about recent crypto volatility, Fed concerns over stablecoins and its push to become an ETF. Plus, members of the Dow are making big headlines and big moves this year, from American Express to Apple. We’ll explore how to trade all of them right now. And, the CEO of Alaska Airlines joins for an exclusive interview to discuss earnings, the state of travel and where the sector is headed in the U.S. and beyond.

Take risk off, the C-Suite in focus and crypto banking Jul 21, 2021

Stocks continue to rebound today, as bond yields and crypto climb higher again too. So why does Barry Knapp want to take some risk off the table? We’ll ask him. Plus, we’ll take a hard look at the C-Suite. JPMorgan is doling out for Jamie Dimon, Chipotle Niccol is the fast food king and could Netflix use some fresh blood? We’ll explore. And, crypto high-yield accounts are proliferating. We’ll talk to the CEO of a company that’s offering more than 6% interest on your digital currency holdings.

Staging a comeback, still a believer and how low can it go? Jul 20, 2021

Stocks are rebounding today after posting their biggest selloff of the year. We’ll tell you which sectors should drive the next move in markets. Plus, Bitcoin is back below $30,000, but Fidelity says institutions are still bullish on crypto. We’ll explore the firm’s findings, including what’s keeping some investors on the sidelines. And, in today’s Rapid Fire: can Netflix keep growing? Is Apple buying a movie studio? And the Nasdaq wants to give you access to pre-IPO companies.

Markets sell off amid renewed Covid concerns Jul 19, 2021

Concerns that the Delta variant could slow global economic growth sent stocks sinking, with the Dow on pace for its worst day of the year. The 10-year yield, Bitcoin and energy are all tumbling along with reopening names, while “shutdown stocks” are on the rise once again. We’ll bring you full coverage of this selloff, and explain why some strategists believe this could be the start of an even bigger correction.

Land of (economic) confusion, the IPO boom and Square’s crypto crush Jul 16, 2021

If inflation is the fear, why are interest rates falling? And if rates are falling, why are momentum stocks sliding too? We’ll speak with one strategist who says he has the answer to any confusion about the economy – and it’s a bullish one. Plus, we’ll talk to the head of one company that’s gotten a big boost thanks the pandemic as it makes its public debut today. And, in today’s Rapid Fire: Square’s crypto pop, Musk doesn’t fear a Cybertruck flop and billionaires’ spending can’t be stopped.

A step toward something bigger?, controversial drug and Goldman’s ESG push Jul 15, 2021

Child tax credit payments are rolling out today, with some families receiving more than $400 per month on average. Is this a major step towards establishing a universal basic income in the U.S.? We’ll ask Melissa Kearney of The Brookings Institution. Plus, controversy is growing around Biogen’s newly-approved Alzheimer’s drug, with two major hospitals now saying they won’t use it. We’ll bring you the latest details. And, Goldman Sachs is launching a sustainability-focused ETF called the Future Plant Equity Fund (GSFP). Co-Head of Fundamental Equity Katie Koch explains the wealth opportunity she sees behind it.

Inflation Nation, unrest in Cuba and a crypto summer swoon Jul 13, 2021

The latest inflation data came in hot, with the Consumer Price Index up 5.4% in June. So why are stocks rallying today? We’ll ask our market experts. Plus, historic protests are underway in Cuba. We’ll bring you the latest details from Havana, and explain why it could have implications in Venezuela & Nicaragua next. And, in today’s Rapid Fire: crypto trading cools off, the government opens the financial floodgates and we explain why Elon Musk hates his job as Tesla CEO.

All-time highs, billionaire space race and China, crypto & cooking Jul 12, 2021

We’ve hit new record highs for the Nasdaq & S&P 500 again today, with the Dow not far behind. But we’ll give you one stock you can still buy at a discount. Plus, billionaire Sir Richard Branson blasted off into space this weekend, with Jeff Bezos right behind him. So why is Virgin Galactic selling more stock? We’ll explain. And, in today’s Rapid Fire: TikTok tells users not to talk crypto, and while Bytedance backs away from an IPO, two grill rivals are preparing to bring the heat in their public debuts.

Stocks rebound, taking on Big Tech and an international dispute ‘bubbles’ over Jul 09, 2021

Stocks are rallying and bond yields have stopped their big slide. But could the low 10-year yield have investors looking for opportunity in junk bonds? We’ll explore. Plus, President Biden is signing an executive order aimed at big tech companies. Should Facebook, Amazon, Google and other titans be scared? We’ll discuss. And, in today’s Rapid Fire: the future of working out, RBC swipes right on online dating stocks and France & Russia are in a wars of words over champagne labels.

Markets hit a speed bump, tech tumbles and how low can yields go? Jul 08, 2021

Stocks are falling from record highs on concerns about the global economic recovery, though they’re off the lows of the day. Where do we go from here? We’ll debate. Plus, big tech names are lower across the board. But they’ve all had a good run lately except one: Netflix. What’s going on with the streaming pioneer? We’ll discuss. And, bond yields are falling in tandem with tech today, with the 10-year yield hitting a low of 1.25%. We’ll speak with one expert who’s predicting a bond rally to the upside from here.

Rate debate, un-welcoming party?, and Credit Suisse bets on bubbles Jul 07, 2021

We’re just an hour away from getting the minutes from the latest Fed meeting, where the FOMC started to sound hawkish. We’ll debate which way rates go next. Plus, Chinese stocks are selling off again today. Did U.S. investors overestimate how committed China was to capitalism? We’ll explore how ‘welcoming’ (or not) it’s becoming to outside investors. And, in today’s Rapid Fire: more people are paying with crypto, some people are working less but getting paid the same, and Credit Suisse is betting more people will begin drinking hard seltzer.

China crackdown, ‘no deal’ and tech turmoil Jul 06, 2021

China is cracking down on its own companies, starting with ride share firm Didi. Why are they doing it, and what does it mean for investing in China? We’ll explore. Plus, the OPEC nations met but left without making a deal. With oil already at 6-year highs, could $100 per barrel come next? We’ll ask Jeff Currie of Goldman Sachs. And, big tech is getting a boost with Amazon, Microsoft, Alphabet and Facebook hitting all-time highs despite growing regulatory scrutiny. Is the growth trade back? We’ll debate.

Taper Timeline, Billionaire Space Race and Boosts, Batteries, and Bezos Jul 02, 2021

The economy adding 850k jobs in June, does this move up the Fed’s tapering timeline? Bank of America’s Head of Economics, Michelle Meyer, weighs in. It’s Bezos versus Branson in the race to space with Branson poised to become the first billionaire to fly to the stars…we have the details. And Jeff Bezos will have plenty of time on his hands soon as he steps down as Amazon CEO, what the company looks like without him at the helm. Plus, Uber offering big driver incentives as it faces a shortage, GM’s big EV investment and bitcoin mining made easier…all that in today’s Rapid Fire.

Collision course?, “timber!” and a donut debut Jul 01, 2021

Chinese President Xi-Jinping just delivered a fiery speech aimed in part at the U.S. We’ll explore what it means for doing business and investing in China. Plus, lumber prices have gotten chopped in half since hitting their May peak. We’ll explain why it’s happening, and what it also says about inflation. And, in today’s Rapid Fire: Instagram wants to be more like TikTok, Robinhood wants you to use Robinhood to buy Robinhood stock, and Krispy Kreme goes public.

The space race, cleanup in all aisles and IPO-verload Jun 30, 2021

One of Sir Richard Branson’s space companies launched satellites into orbit today, while the other just got cleared for commercial travel. Will he beat Jeff Bezos into flight? We’ll ask him. Plus, Bed Bath & Beyond CEO Mark Tritton has made it his mission to clean up its stores. The early returns are good, but can the stock return to its Reddit-fueled highs? We’ll explore. And, while SPACs have simmered down lately, the IPO market is heating back up. China’s Didi debuted today with Legal Zoom, SentinelOne and Krispy Kreme all on deck. We’ll discuss.

Too much for Medicare?, hot, hot housing and America’s ammo shortage Jun 29, 2021

Biogen’s new Alzheimer’s Disease drug is being hailed as a medical breakthrough. But could its $56,000 per year price tag be too much for Medicare to handle? We’ll debate. Plus, home prices just posted their biggest gain in the history of the Case-Shiller Index, up 15% in April. Can the hot housing market keep rolling? And are investors actually driving up prices? We’ll ask Coldwell Banker’s CEO. And, record gun sales are leading to an ammunition shortage across America. Can the manufacturers catch up to demand? We’ll explore.

Overdue for a pullback?, the EV battle and Real or Reddit? Jun 28, 2021

The Nasdaq and S&P 500 both hit record highs today. Will we ever see a pullback in the market again? We’ll ask the experts. Plus, it seems electric vehicles are here to stay. One analyst joins to explain why he’s betting on Ford as the next big winner in the EV space. And, shares of Blackberry have nearly doubled this year as the company gets caught up in ‘Meme Mania.’ Is the rally for real, or just a Reddit-fueled spike? We’ll debate.

The ‘Buy Everything’ Market, Rent Reality and the Future of Work Jun 25, 2021

Both growth and value are moving higher this week, 10 of the 11 S&P sectors are in the green and commodities are climbing…so where are the opportunities? A strategists reveals his picks. The Biden administration extended the eviction moratorium through the end of July, we discuss what this means for the small landlords who are still awaiting federal aid. And as more people return to the office, we look at the future of work with a former Yahoo! executive who had a change of heart on the importance of the office.

The Exchange - 06/24/21 Jun 24, 2021

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Forget F.A.N.G., (don’t) follow the leader, and Alcoa’s revenge Jun 23, 2021

Microsoft just became the 2nd member of the exclusive $2 trillion club. Could it surpass Apple as the top tech titan next? We’ll debate. Plus, one strategist says following the investment crowd into growth names and big tech is a mistake right now. He’ll join us to explain why. And, in today’s Rapid Fire: a retail stock that could rally 50% from here, Warby Parker “eyeing” a direct listing and Alcoa’s market revenge.

All eyes on Powell, a market disaster and the crypto collapse Jun 22, 2021

Federal Reserve Chair Jerome Powell is set to testify today, as investors weigh his words of continued support against changing course. We’ll bring you the latest details. Plus, we’ll reveal what one economist says is the number one thing the Fed can do right now that would be a complete disaster for financial markets. And, Bitcoin briefly dipped below $30,000 for the first time since January amid another volatile session. Will it ever get back to previous all-time highs? We’ll debate.

Rate threat, searching for bargains and “try the thigh” Jun 21, 2021

The Fed’s heightened concern about inflation ironically sent the bond market headed downward, with yields hitting multi-month lows. We’ll explain why. Plus, Amazon’s Prime Day kicks off today and while the products may be cheap, the stock’s been the real bargain. We’ll give you three name that could be the next big scores. And, the chicken wing shortage has gotten so bad, Wingstop is now launching a new brand: Thighstop. We’ll speak to the CEO about its pivot to new offerings.

Is Powell right?, rates & real estate, and the battle for bitcoin Jun 18, 2021

As commodities begin to collapse, is it fair to ask if Fed Chair Powell has been right all along? Is inflation really transitory? We’ll explore. Plus, something very strange is happening in the mortgage market, and it could be related to tapering. Will higher rates hurt home prices? We’ll ask. And, as the inflation trades wobble, bitcoin is taking a breather today. Has a key reason to own it just disappeared? We’ll debate.

Inflation rotation, green growing pains and a soda snub Jun 17, 2021

The inflation trade is collapsing today, as the Fed gets a little more aggressive. We’ll tell you what moves to make right now. Plus, a lot of investors have been piling into ESG stocks lately. But what exactly IS an ESG stock? We’ll define it for you. And, in today’s ‘star-studded’ Rapid Fire: Jessica Alba’s stock slide, and Cristiano Ronaldo’s big soda snub.

Pricing pressure, earning their ‘stripes’ and appetite for an IPO Jun 15, 2021

We just got yet another report showing food, energy & many other products costing more. But has inflation already peaked? We’ll debate. Plus, Stripe is fast becoming the hottest unicorn on the market. But as it prepares for an IPO, is the best already priced in? We’ll explore. And, in today’s Rapid Fire: Amazon’s grocery games, Chobani’s IPO aspirations and Zillow’s new ‘Zestimates’.

Breaking up big tech, green gone wrong?, and the end of the Millennial lifestyle Jun 14, 2021

Lawmakers are setting the stage for a crackdown on big tech. But would forcing a Facebook split from Instagram really be a punishment? We’ll debate. Plus, will the recent push for clean energy send oil prices soaring? We’ll explore, and tell you who could feel the pinch the most. And, the quest for profitability in Silicon Valley is having an unintended side effect: the end of the “Millennial lifestyle” as we know it. We’ll explain.

Rotating back?, sticker shock and boom or bust for NFTs Jun 11, 2021

Growth has been outperforming again over the past month as more experts turn bullish on Tech. We’ll ask a top Value manager to respond to the rotation situation. Plus, from your breakfast bacon to your afternoon coffee, consumers are feeling the squeeze of inflation. We’ll walk you through all the parts of your day where you might be feeling the pinch. And, the NFT business seemingly exploded overnight, but has started to dissipate almost as quickly. We’ll explore why, and whether digital art is a smart place to put your money.

Market disconnect, The Street vs. Reddit, and a big bitcoin bet Jun 10, 2021

Inflation has surged to the highest level in more than a decade. So why are stocks rallying and bond yields stuck in place? We’ll explore the disconnect. Plus, Bank of America is downgrading Clover to “Underperform” after its Reddit-fueled run up. We’ll explore the latest developments in this Wall St. tug-of-war.And, in today’s Rapid Fire: Starbucks is running out of cups, consumers behaving badly and cryptocurrencies coming soon to your 401(k).

Real or Reddit?, a net zero community, and time to retire “FANG”? Jun 09, 2021

We’ve all heard of Gamestop, AMC and other “meme” stocks by now. We’ll dig deeper into Reddit and find the under-the-radar plays that still exist. Plus, a massive carbon-neutral housing project is now underway in California. We’ll tell you what it means for both residents and investors there. And, is it time to retire “FANG”? One market strategist says the trade is over, but its inventor – CNBC’s own Jim Cramer – disagrees. We’ll debate.

All about “flation”, lumber gets whacked and price shock ahead? Jun 08, 2021

The focus on the street right now is all about “flation” – but which kind? Inflation, reflation or deflation? We’ll look at the latest economic data and figure out exactly which “flation” is winning the day. Plus, lumber prices keep dropping and are now down about 30% from their highs. Is wood no longer good? We’ll debate. And, a fresh Covid-19 outbreak in China could mean big delays – and price hikes – for your goods. We’ll bring you the key details.

Apple takes the stage, as good as it gets?, and the same-day surge Jun 07, 2021

CEO Tim Cook is taking the stage at Apple’s developers conference today. We’ll highlight how the tech giant can get its goodwill back with them after some recent setbacks. Plus, while some experts say a rally higher won’t happen, one strategist says there’s more gains ahead for the market. He’ll join us with what will drive the next leg higher. And, just when you thought the delivery wars couldn’t get any hotter, Morgan Stanley says same-day shipping is about to go mainstream. We’ll give you their top pick to lead the way.

Not betting on tech, electric earnings and a wild ride Jun 04, 2021

One 5-star fund manager is far outpacing the market this year, and the gains haven’t come from high-flying names. He’ll tell us what he’s buying. Plus, ChargePoint shares are higher after strong revenue and guidance. We’ll speak with the CEO about the EV surge and what it means for the company. And, “Meme Mania” came roaring back with a bang, including multiple stock sales and millions of shares issued for AMC. We’ll look back at its wild week.

Meme madness, charged up and a stealth EV play Jun 03, 2021

A new question is emerging amid the meme stock madness: are investors getting played? We’ll search for some answers. Plus, as more legacy players dive into the EV space, one area that could benefit in a big way are charging stocks. We’ll speak with the CEO of Blink Charging. And, in today’s Rapid Fire: Twitter’s subscription strategy, Blackberry’s auto ambitions and Apple wants workers back in the office.

Straight to shareholders, back online and the need for speed Jun 02, 2021

AMC trading got halted today as shares surged above $60, just after it launched a platform exclusively for its retail investors. We’ll explore the perks and the pitfalls of trading in this “meme” monster, and who’s pocketing the big bucks right now. Plus, The White House says nothing is off the table in responding to the ransomware attack on meat producer JBS. We’ll give you the details. And, the nation’s largest fast-charging EV network is set to go public via SPAC. The CEO of EVgo joins to discuss its forthcoming debut and the EV surge here at home.

The summer setup, box office bounce back and rearview mirror returns Jun 01, 2021

The past few weeks have seen stocks return to near all-time highs, while Small Caps are enjoying their longest monthly winning streak since 1995. Are we headed for more of the same? Or will oil, crypto or another surprise sector spoil the party? We’ll ask our market experts. Plus, consumers are flocking back to theaters in droves as a fresh slate of movies hits the big screen. Is the box office officially back? We’ll debate. And, President Biden is considering a retroactive capital gains tax hike. We’ll explore the fallout if it happens -- especially for crypto investors.

The call heard around Wall St., “can’t rise fast enough” and hot hospitality May 28, 2021

One expert is out with a major warning on Apple, saying iPhone 12 sales will miss expectations and the stock is a “sell.” He’ll join us. Plus, another analyst says prices can’t rise fast enough in the housing market right now. He’ll join us to explain why. And, hospitality is headed for a hot summer as the economy reopens, but the ongoing worker shortage could spell trouble ahead. We’ll discuss.

An auto revolution, reopening buzz and inflation hits Main Street May 27, 2021

The auto industry is at a turning point as EVs go mainstream, D.C. dangles more incentives and prices keep surging. Who will come out on top as the industry evolves? We’ll ask our experts, and their answers may surprise you. Plus, we’ll speak to the CEO of Molson Coors about sales, its hard seltzer push and its recent ransomware attack. And, new data reveals the impact that inflation is having on businesses and consumers up and down Main Street. We’ll explain.

Mining for gains, falling behind?, and DC enters the debate May 26, 2021

“Meme stocks” are roaring back and cryptos are rebounding too. But is there a way to play the space without all of the volatility? We’ll look at companies that *mine* bitcoin, and speak with an analyst who says one of his picks could rally more than 80% from here. Plus, hundreds of smaller banks are now offering access to crypto, while the big banks seem to be falling behind. Can they catch up? We’ll debate. And, inflation is turning into a political tactic on Capitol Hill, with Republican lawmakers using it to target President Biden’s economic agenda. We’ll give you the key details.

Amazon under fire, too large to handle?, and burnout buildup May 25, 2021

The D.C. Attorney General just filed a lawsuit against Amazon, claiming its price controls are anti-competitive. We’ll speak with the AG live in a First On CNBC interview. Plus, Intel’s new CEO has managed to accomplish more in his first 100 days than the company had in years. But is it enough to bring the company back? We’ll debate. And, a new survey found 44% of professionals think they’re more burned out on the job today than they were a year ago. We’ll explain why that could be a boon for travel companies.

Buying the dip, running out of luck?, and the fight for 15% May 24, 2021

A wild weekend of trading led to a crypto crash. We’ll look at who could be buying the dip here, and whether or not you should get in too. Plus, we’ve seen a bunch of other speculative blowups this year, from SPACs to FOMO stocks. Can the broader averages avoid a similar fate? We’ll explore. And, the White House is proposing a 15% global minimum corporate tax rate to put a halt to the race for the lowest figure. We’ll give you the key details.

Pandemic productivity boom, red hot housing and slash, substitute, swipe May 21, 2021

There’s a pandemic productivity boom underway, with the U.S. doing more with fewer workers than ever before. We’ll look at what that could mean for markets, jobs, inflation – and the Federal Reserve, too. Plus, the housing market continues to be red hot. We’ll speak with the CEO of Realogy about trends they’re seeing, and its surging stock price. And, in today’s Rapid Fire: a 20% price cut for Tesla; another change for the Dow?; and the White House ‘swipes right’ to get people vaccinated.

A complicated relationship, Got milk?, and chopping the lumber May 20, 2021

The complicated relationship between the Fed & markets is getting more fragile as the words “tapering” and “transitory” draw contention. We’ll debate what’s happening in the real economy and explain what investors actually want from the Federal Reserve. Plus, Oatly’s debut through a traditional IPO is off to a decent start. Are direct listings and SPACs falling out of favor? We’ll explore. And, lumber prices are cracking after their climb to record highs. We’ll speak to one executive about his business, and what’s good for wood.

Diamonds in the rough, crypto crash and chips fall into place May 19, 2021

A 5-star tech fund manager has three names to buy on the dip – and none of them are big cap tech! He’ll join to explain why. Plus, Bitcoin sinks after China cracks down on cryptos, stocks sell off and Coinbase has technical problems. We’ve got it all covered. And, we’ll explain why the “chips” are falling into place for the semiconductor industry, and bring you the latest developments out of Washington.

The consumer comeback, teenage trading and crypto confusion May 18, 2021

Macy’s just reported a monster quarter, but the stock isn’t responding in kind. CEO Jeff Gennette joins to discuss that and the comeback of the consumer. Plus, Fidelity wants to give teens access to no-fee brokerage accounts. We’ll speak to the company about this new push, and what it means for the next generation of traders. And, there’s an unexpected beneficiary of the crypto craze: Ethan Allen. We’ll explain why investors are confusing its ticker symbol with one of the hottest names in crypto.

Massive Media Merger, Twitter’s Subscription Service and Cannabis Consolidation May 17, 2021

AT&T spinning off WarnerMedia to form a new company with Discovery. We'll get a look at the massive media merger and the companies that could be ripe for the next deal. And Twitter goes blue, Tim Cook takes the stand and millennials hate home ownership. That's in today's Rapid Fire. Plus, cannabis company Columbia Care posted record profits as marijuana use soared in 2020...the CEO weighs in on its retail revamp, industry consolidation and legalization.

Reading the reopening trade, digital nomads and a prescription for success? May 14, 2021

Reopening stocks are taking off after the CDC changed its guidance on masks for vaccinated people. Is the lockdown trade dead? We’ll debate. Plus, if you can work from anywhere, you can probably make big bucks. We’ll look at the cities paying folks a bundle to move there. And, investors are liking GoodRx’s acquisition announcement which sent the stock higher. But could Amazon now be taking aim? We’ll discuss with the CO-CEO.

New day, new outlook?, show me the (digital) money and small names, big gains? May 13, 2021

Despite another inflation gauge coming in hot, markets seem unphased today. So what’s changed? We’ll ask the experts. Plus, crypto player Coinbase is set to release its first earnings report since going public. We’ll tell you what to watch, and what it means for the sector. And, a 5-star small cap fund manager joins to explain why small names could soon equal big gains, including five names you should buy right now.

Tech selloff takes hold, pump pain and summer of love (stocks) May 12, 2021

The tech selloff takes hold again today after making a stellar comeback in yesterday’s session. We’ll dig into the wreckage. Plus, the Colonial Pipeline shutdown is already causing pain at the pump. We’ll give you the latest timeline on when oil may flow again. And, as the nation continues to reopen and consumers get together again, will this be a summer of love for dating stocks? We’ll explore in Rapid Fire.

Stocks sell off, Coinbase optimism and Colonial Pipeline hack hits gas supplies May 11, 2021

Stocks starting the day with a sell-off, but the Nasdaq reversing course and briefly turning positive...a technician breaks down the key levels to watch. And Oppenheimer is bullish on Coinbase. The analyst behind the call joins with why he sees nearly 50% upside from here. Plus, the latest on the Colonial Pipeline hack and how much pain customers could be facing at the gas pumps.

The hunt for workers, not-so-energetic and stay-at-home habits May 10, 2021

A pandemic-induced worker shortage is in full swing, with the NFIB reporting a record 44% of small businesses can’t fill positions. Is this a short-term surge, or long-term problem? We’ll examine the impact on businesses, investors, inflation and the Fed. Plus, one of the largest pipelines in the U.S. was forced to close down after a cyber attack. We’ll bring you the latest details. And, are stay-at-home trends here to stay? We’ll speak with the CEO of one company that’s banking on them sticking around.

Goodbye tapering?, battle of the behemoths and what’s old is new again? May 07, 2021

Today’s jobs report miss was the largest since 1998, sparking new concerns over the recovery. How did economists get it so wrong? And does this help ease any Fed tapering fears? We’ll debate. Plus, Walmart takes aim at rival Amazon with a big move into health care. We’ll look at the brewing battle between these behemoths. And, in today’s Rapid Fire: Elon Musk’s crypto warning, the return of travel and what’s old is new again as shares of GoPro & Groupon surge on earnings.

Spending (too much?) plan, offices & opportunities and the cardboard boom May 06, 2021

An independent report found that President Biden’s “American Families Plan” could cost $700 billion more than the White House estimates. Could the costs of the plan actually outweigh the benefits? We’ll ask Chief Economic Adviser to the Vice President Mike Pyle. Plus, layoffs are down, sales jobs are hot, Zoom is “so 2020” and workers want to get paid. We’ll give you the latest labor market trends ahead of tomorrow’s jobs report. And, demand for cardboard is so high that International Paper wants to spin off its paper business to focus solely on packaging. We’ll speak with the CEO.

“Transitory” debate, the future of work and Hayward makes a splash May 05, 2021

Mentions of ‘inflation’ were up 800% on earnings calls in the first quarter, just as Janet Yellen mentioned the potential for higher rates. What does her-about face mean for markets, and will investors buy it? We’ll ask our experts. Plus, as restrictions lift and employees head back to the office, we’ll talk to the CEO of Upwork about the future of work in America. And, shares of Hayward are soaring today as demand for pools continues. We’ll speak with the CEO about its blowout first quarter results.

Tech wrecked, Pfizer’s big beat and costs & Clubhouse May 04, 2021

Treasury Secretary Janet Yellen spooked the market after saying interest rates may need to rise at some point. And her comments come as the Nasdaq sinks for a third straight day. We’ll tell you how to react, and protect your money too. Plus, Pfizer is reportedly seeking emergency approval for use of its Covid-19 vaccine in adolescents ages 12 to 15. We’ll speak with the CEO. And, in today’s Rapid Fire: inflation hits the cereal aisle, Robots suffer from the chip shortage and Clubhouse downloads drop dramatically.

Calm before the storm?, pandemic plays and “self-driving money” May 03, 2021

There’s been plenty of drama with individual stocks, but overall markets have been enjoying a pretty low-drama rally. Can the calm last into the summer months, or are we headed for some choppy trading ahead? We’ll ask our markets experts. Plus, shares of many pandemic “darlings” have been struggling as investors turn to reopening stocks. Will Clorox join them in the red? We’ll debate. And, we’ll speak with the CEO of online platform Wealthfront about its newest investment offerings, and the best ways for young investors to play the market.

Following inflation, the auto tech puzzle and ‘primed’ for domination Apr 30, 2021

With costs going up all across the economy, companies are being forced to either raise prices or shrink their profits. We’ll tell you which parts of the market are safe, and which also have the most pricing power right now. Plus, one expert says EVs are just one part of the auto tech revolution that will impact every aspect of our lives. He’ll join to explain why. And, in today’s Rapid Fire: Apple vs. the EU, the SEC probes VW and Amazon appears ‘primed’ to dominate pretty much everything it touches.

Don’t rule out tapering?, fixing the chip shortage and full bloom(in) Apr 29, 2021

The Wall St. consensus says the Fed won’t taper this year, but one top strategist says “yes they will.” He’ll join us to explain why. Plus, some experts say the government should step in to help the U.S. regain its former dominance of the chip industry. We’ll debate that move. And, Bloomin’ Brands hits a fresh intraday high on the back of a big earnings beat and strong U.S. comparable sales. We’ll speak with the CEO about the restaurant recovery.

The inflation situation, Biden’s big speech and “better than a lottery ticket” Apr 28, 2021

The Fed says it’s transitory; CEOs say it’s an issue; and investors are caught right in the middle. Inflation will be the key issue to watch at today’s Federal Reserve news conference. We’ll discuss why. Plus, President Biden is expected to unveil yet another $2 trillion plan this evening, and taxes will be front of mind. We’ll give you the details. And, what do Ellen DeGeneres, Mark Cuban, Dogecoin and the lottery all have in common? We’ll tell you in today’s ‘Rapid Fire’.

The Fed’s inflation gamble, Stifel’s strong quarter and back in business Apr 27, 2021

As prices on everyday goods continue to rise, can companies pass the costs along to consumers? One Wall Street strategist says yes, and that consumers will happily pay up. He’ll join us to explain why. Plus, Stifel just reported record quarterly revenue, as its stock hovers near all-time highs. We’ll speak with the CEO about what’s behind the gains. And, new data from Yelp shows more than 500,000 new businesses have opened since the pandemic began. We’ll explore where activity is thriving.

Keeping your cool, Silicon Valley surge and Tesla charges forward Apr 26, 2021

Between the ‘Reddit Rebellion’ and crypto craze, many investors feel like everyone around them is getting rich quickly these days. We’ll explain how and why you should keep your cool, and show you how not to lose money when the fear of missing out takes over. Plus, demand is soaring for shares of hot private companies across Silicon Valley -- and supply isn’t keeping up. We’ll explain why. And, the busiest week of earnings season kicks off with Tesla reporting tonight. Can it live up to Wall Street’s lofty expectations? We’ll debate.

Tax hike winner, crypto gets crushed and pay between paychecks? Apr 23, 2021

Investors seem spooked by the potential of a capital gains tax hike. We’ll look at what could realistically happen, and one area that could be a big beneficiary. Plus, $200 billion has been wiped out of the market as Bitcoin plunges below $50,000. Is this the beginning of the end of the crypto craze? We’ll debate. And, what if you could access money from your paycheck in between your actual pay days? One company is helping employers do just that, and we’ll explain how.

Can Intel deliver?, Chipotle’s hot quarter and red-hot rentals Apr 22, 2021

Intel is set to report earnings after the bell. Can it justify its recent rally with a new CEO, an ambitious turnaround plan and more competition than ever? We’ll discuss. Plus, Chipotle reported a huge jump in sales last quarter as its doors opened and its online app dominated. We’ll speak with CEO Brian Niccol. And, in today’s Rapid Fire: Goldman’s bold EV call, an under-the-radar stay-at-home stock, and the red-hot summer rental market.

No dips to buy?, developing the vaccine and a big ransomware target Apr 21, 2021

‘Buying the dip’ is something we’re often told from Wall Street strategists. But what if there aren’t any dips to buy? We’ll discuss. Plus, we’ll speak with one of the key researchers behind the Pfizer vaccine about the breakthrough technology and why she’s not concerned about variants. And, as Apple announced its new product lineup, a key supplier was suffering a multibillion dollar ransomware attack aimed at stealing Apple’s blueprints. We’ll explain.

Apple’s big event, risk & opportunity and “J’s” to the rescue? Apr 20, 2021

Apple is kicking off its first product event of the year, with potential new gadgets from Airtags to updated iPads expected to debut. We’ll give you the details as they break. Plus, legendary investor Bill Miller joins to tell us what he believes are the biggest risks to the market right now, and why he’s a big believer in Bitcoin too. And, if you’re looking to hedge against market risks right now, we’ll explain why you should look no further than the letter “J.”

Bitcoin’s wild ride, the inflation situation and a “social audio” show Apr 19, 2021

Bitcoin is struggling to rebound from its worst day since February. We’ll explain why and where the selling is coming from. Plus, many see inflation as a transitory issue that could fade as stimulus money dries up. But former NEC Director Larry Lindsey disagrees, and he’ll join us to explain why. And, Facebook is looking to cash in on the popularity of “audio-only” apps like Clubhouse by launching its own suite of digital audio products. We’ll give you the key details.

The highs keep coming, more runway ahead?, and a nationwide scheme Apr 16, 2021

The markets are already at all-time highs, but one Federal Reserve Governor says the economic recovery is just getting started. Can the record rally keep going? We’ll debate. Plus, one Wall St. analyst is betting that Covid-19’s aftermath could prove to be a positive for the airline industry. He’ll join us to explain why. And, we’ll give you the dirty details of a nationwide scheme that cost taxpayers billions of dollars in our latest CNBC Special Investigation.

Special Episode: TechCheck – Capping off our Inaugural Week: an Exclusive with Airbnb CEO Brian Chesky, Jason Calacanis Weighs in on the Week in Debuts, The Reopening of Universal Studios Hollywood and so much more. Apr 16, 2021

We’re capping off our inaugural week packed with powerhouse guests and the top stories in tech with an exclusive interview with Airbnb CEO Brian Chesky. He discusses the future of work and his travel expectations post-Covid with our Deirdre Bosa. Plus, big time tech investor Jason Calacanis joins us to weigh in on the week of market debuts, Coinbase’s implications for crypto and Robinhood’s fight in Massachusetts. We’ve also got new product news coming up next week from Apple-we’re digging into customer loyalty to both Apple and Amazon remaining high. And our Julia Boorstin takes us live to Universal Studios Hollywood on re-opening day. CNBC’s Josh Lipton also joins to break down the chip stocks to invest in right now. That and so much more today on the show.

Follow the money, copper the new oil?, and an electric battle Apr 15, 2021

As the third wave of stimulus checks hits bank accounts, we’ll give you an exclusive look at how many Americas spent the latest round of cash. Plus, Jeffrey Currie of Goldman Sachs says copper will become the new oil as we move into a more eco-friendly world. He’ll join us to explain why. And, Mercedes-Benz is going after Tesla, saying its new EV sedan will beat out the Model S. We’ll show you the new car and speak with the company’s U.S. CEO.

Special Episode: TechCheck – The Coinbase Hangover, Bezos Speaks on the Amazon Union Vote, the AppLovin’ IPO, Where in the World is Jack Ma? And much more. Apr 15, 2021

Lots to cover in tech today. We’ve got a packed show. We hit the biggest news of the day in tech with Kanyi Maqubela of Kindred Ventures. He gives us his take on Bezos’ comments to shareholders on the Alabama union vote defeat and the record-breaking Coinbase market debut yesterday. On the Coinbase front, the OG investor in the crypto platform Garry Tan joins on why he got in early and his initial belief in the company. Plus, we’ve got AppLovin CEO Adam Foroughi ahead of the IPO shaping up to be one of the largest this year. Finally, we’re tracking Jack Ma as he resurfaces for the first time since October with Financial Times reporter Ryan McMorrow.

Coinbase’s big debut, and hunting for value Apr 14, 2021

Investors are anxiously awaiting the trading debut of Coinbase, which is set to become the first major crypto business to go public here in the U.S. We’ll bring you the opening trade as soon as it happens, and explain what it means for investors, regulators and the future of cryptocurrencies too. Plus, with stocks at all-time highs, we’ll give you the names that Wall St. still thinks are good vales in sectors from energy to healthcare & more.

Special Episode: TechCheck – TechCheck Day 3 Apr 14, 2021

We’ve got a new show and we’re in the swing of things. Today on the show, CNBC’s Carl Quintanilla, Jon Fortt and Deirdre Bosa take a deep dive into the long-awaited Coinbase IPO and talk the future of crypto with Coinbase investor Ron Conway. Plus, we’ve got an exclusive interview with Slack CEO Stewart Butterfield, and Julia Boorstin joins to break down a CNBC.com scoop on the recent GOP retreat that brought together major donors and leaders at Trump’s Mar-a-Lago resort.

Vaccine Worries, a Shiny New Coin, and who owns your Vaccine Data? Apr 13, 2021

The FDA pauses the distribution of the J&J vaccine due to new concerns. Could this erode overall vaccine confidence? And will Pfizer and Moderna be able to fill the gaps? We have the latest. Plus, from vaccine safety to keeping your personal data safe when you sign up for a vaccine…who actually owns your data and should you be worried? And, Coinbase hasn’t gone public yet but Wall Street is already weighing in. We’ll speak with the analyst who says it’s a “buy” but not for the faint of heart.

Special Episode: TechCheck – TechCheck Day 2 Apr 13, 2021

TechCheck Day 2! On our second day as a new show, CNBC’s Carl Quintanilla, Jon Fortt and Deirdre Bosa talk to Twitter’s Former CEO Dick Costolo about Grab, SPACs, valuations and how Bitcoin keeps climbing higher. Then, Affirm’s Founder & CEO Max Levchin weighs in on the future of payments and gives us a gutcheck after the company’s IPO earlier this year. We also hit the J&J news of the day and Julia Boorstin talks Facebook’s plan to delve deeper into the dating space.

Chips get chipped, third time’s a charm, and a race to the bottom? Apr 12, 2021

Big Tech executives are heading to a summit at the White House, as the administration calls the chip shortage a national security issue. We’ll give you the details. Plus, we’ll ask our experts why Microsoft is paying $16 billion for a company that’s been rumored to be bought out by at least two other companies over the past decade. And, we’ll explain why the crypto world could heading toward a race to the bottom, and why what’s happening in the digital world could have big implications for the real one.

Special Episode: Introducing CNBC’s TechCheck podcast Apr 12, 2021

Today, CNBC launched its newest daily podcast, TechCheck. Each day, CNBC’s Jon Fortt, Carl Quintanilla and Deirdre Bosa bring you the boldest ideas and most influential names in the tech industry. This bi-coastal program dives deep into stocks focused on new technologies and trends while highlighting the latest news out of iconic companies, FAANG heavyweights, social media darlings, streaming giants, red-hot disruptors and more. Available to listen daily by 12:30pm ET / 9:30AM PT.

Feeling Hot, Crypto Takeover, and good news in the mortgage market Apr 09, 2021

Inflation numbers coming in higher than expected leading to questions about how hot the Fed will let the economy run. Should Investors be concerned? We’ll discuss. Plus, Robinhood traders jump all in on crypto. This as the investment world gets ready for Coinbase’s debut next week. We’ll look at the state of the crypto market. And, as the economy improves, some troubled homeowners are getting back on track paying their mortgages. We have the latest numbers.

Elevated euphoria?, Viva Las Vegas and a new airline takes off Apr 08, 2021

Bullish sentiment among individual investors has surged to its highest level since 2018. But is that reason to worry? We’ll debate. Plus, as Las Vegas tries to return to normal life, we’ll speak with the CEO of Caesars about demand, the future and where visitors are spending money. And, a new airline is set to take off for the first time in 15 years, as the company bets that travel will snap back in a big way. We’ll give you the key details.

A Goldilocks economy?, “not just shelter-ins” and crypto flows climb Apr 07, 2021

JPMorgan’s Jamie Dimon says he sees a ‘Goldilocks’ economy ahead that will last for years. But he also says there are some big risks out there that could derail the growth. We’ll give you the key details. Plus, the Street’s top tech analyst says the money will flow into the “recoveries” and the “not just shelter-in” names this year. He’ll give us his top picks. And, Cryptocurrency inflows are hitting an all-time high. We’ll look at where that money is heading, and if the record pace can continue.

Reopening vs. stay-at-home, the great outdoors and the box office bounces back Apr 06, 2021

It used to be that investors had to decide between the reopening trade or stay-at-home trade. But these days both are getting love. We’ll take a hard look at where you should put your money right now, and ask our market experts for their top strategies. Plus, Americans flocked to the great outdoors amid the pandemic, and it looks like that trend is here to stay. We’ll explain how you can cash in. And, we’ll speak to the producer behind some of the biggest hits in Hollywood, including last weekend’s blockbuster “Godzilla vs. Kong.”

The travel turnaround, stimulus & spending and the street loves Roblox Apr 05, 2021

As Americans begin to travel again, we’ll speak with the CEO of Booking Holdings about where demand is picking up fastest. Plus, round three of stimulus checks are hitting bank accounts across the country. We’ll look at where consumers are spending the money. And, shares of video game and development platform Roblox are soaring on some bullish initiations. We’ll explain why the street loves the stock.

Who stays on top?, where the jobs are and returning to the office Apr 01, 2021

Last year’s market losers have become 2021’s biggest winners, with a rotation into new leadership to start the year. But will the new regime hold as we begin a new quarter? And how will a potential corporate tax hike factor in? We’ll explore. Plus, we’ll tell you where recruiters are seeing the most demand, and what workers value most right now ahead of tomorrow’s jobs report. And, Google is accelerating the partial reopening of its offices and putting limits on future remote work. We’ll explain why.

Biden’s $2 trillion bet, the biggest market threat and hopping on the crypto train Mar 31, 2021

President Biden is set to unveil his $2 trillion jobs and infrastructure plan today. We’ll break down the key details, and also reveal one sector analysts believe will benefit from it. Plus, there are many risks to the market right now; but what’s the biggest? We’ll give you the results of our exclusive CNBC stock survey. And, Goldman Sachs apparently wants in on the Bitcoin Boom. We’ll explore the details on its potential plans to offer digital assets.

Different this time?, a buyback bounce and a SPAC-tacular slowdown ahead? Mar 30, 2021

The Archegos Capital drama could end up being one of the largest margin calls and liquidations of all time. But there seems to be no market reaction – yet. We’ll ask one of the key players in 1998 Long Term Capital collapse why. Plus, companies are making their way back into the market in a buyback binge after a slowdown in 2020. We’ll explore the market impact. And, is the red-hot SPAC market finally starting to cool down? And if so, how might investors in the space protect themselves? We’ll debate.

Margin call meltdown, cracks in the market and the “disruptive” bet Mar 29, 2021

A Wall Street money manager helped tank some big names, and exposed wat could be an over-leveraged banking system. We’ll explain why. Plus, the federal housing eviction program is starting to cause cracks in one key area of the market. We’ll explore the potential ripple effect. And, we’ll talk to the 5-star fund manager who has outperformed the markets by betting on what he calls “disruptive” companies.

Opportunities in the Tech Sector, Why Couches Are the New Toilet Paper and Demand is at an ‘11’ Mar 26, 2021

A five-star fund manager gives us his buys in the tech sector amid the current slump. With the “Ever Given” container vessel stuck in the Suez Canal, a logistics executive says couches are set to become the new toilet paper. Plus, the CEOs of Fender and Sweetwater weigh in on the boom in making music at home during the pandemic.

“Cheap hope”, Congress gets social and not all fun & games Mar 24, 2021

A prominent Wall St. analyst says “cheap hope” is the bull case for Intel right now as it attempts to revitalize its business. He’ll join us to explain why. Plus, CEOs of the social media giants are set to testify in front of congress again. We’ll get an inside look at the questioning and tell you what to expect. And, Gamestop’s “nothing burger” earnings report sent the stock sinking. We’ll discuss what it means for the company, its investors and the market.

The hot housing market, a ‘penny’ for your thoughts and an aviation situation Mar 22, 2021

Buyers are facing a lot of challenges in the housing market, from hot prices and low inventory to rising rates & commodity prices. We’ll speak with Coldwell Bank CEO Ryan Gorman about what’s dictating the market, and his advice for how first-time buyers can put their best foot forward. Plus, social media-driven traders have a new, old target – penny stocks. We’ll give you the key details on what’s driving the interest, and how this might play out. And, consulting firm Oliver Wyman is forecasting a major pilot shortage ahead. We’ll explain what it means for consumers, airlines and our economic recovery.

The dirty little secrets of Bitcoin, investors ignore Powell and a “picture perfect” controversy? Mar 19, 2021

Speculation, not diversification. That’s what Bank of America says about owning Bitcoin. We’ll talk to the analyst behind that bold call. Plus, more calming words from Federal Reserve Chair Jerome Powell aren’t enough to give investors confidence in the market today. We’ll ask our experts why. And, social media platform Instagram is considering a version of the app for users under age 13. Is it setting up for a “picture perfect” controversy? We’ll debate in Rapid Fire.

Tech vs. Treasuries, Bitcoin & Baseball and a retail refresh? Mar 18, 2021

The Tech vs. Treasury battle rages on, as investors flee high-valuation names as bond yields soar. Who will win out in this market tug-of-war that has trillions of dollars on the line? We’ll as our experts. Plus, we’ll speak to the Oakland A’s President about the team’s bold move to offer suite access for the price of one Bitcoin. And, there’s some big money going after Kohl’s, but the beaten-down retailer is telling them to hit the road. We’ll give you the key details.

The Fed’s next move, a “fresh pick” and the impact of behavioral bias Mar 17, 2021

It’s a big day for the Fed, as the market throws a ‘taper tantrum’ ahead of today’s FOMC decision. No rate hike is expected, but will Chair Powell have to walk a tightrope as the bond market screams “inflation”? We’ll debate. Plus, Baird just named Amazon a “fresh pick,” saying it could soar up to $5,000 per share soon. We’ll talk to the analyst who made the call. And, Wells Fargo Investment Institute just released a report on how extreme swings in the market could lead to behavior biases for investors. We’ll explore why.

Biden’s next steps, pot stocks light up and a hole in one Mar 16, 2021

The $1.9 trillion American Rescue Plan is officially on the books as it just passed through congress. But with the deal now done, could the administration turn its attention to raising taxes? We’ll ask White House Adviser Jared Bernstein. Plus, pot stocks are on fire as more states consider legalization. We’ll speak with cannabis company Columbia Care about what lies ahead for the industry. And, 2021 Players Championship winner Justin Thomas joins us to discuss his big win, his investments and how Golf has changed one year after the pandemic began.

“Old school” get its day in the sun, could SPACs get whacked?, and all gassed up Mar 15, 2021

When it comes to stocks, more and more experts are saying that “old school” stocks and businesses should shine ahead. Could ‘boring’ be the new exciting when it comes to investments in 2021? We’ll debate with our market experts. Plus, skepticism is growing about the easy money world of SPACs. Could they be headed for a bust? We’ll explore. And, gas prices are soaring, with the average U.S. gallon jumping $0.25 in the past three weeks. We’ll explain why.

The ride continues, from the NFL to NFT and too many “cooks” in the kitchen? Mar 12, 2021

It’s been a roller coaster ride for the Nasdaq this week as bond yields continue to rise. Will this tug of war continue into next week as we await the next Fed decision? We’ll ask our market experts. Plus, NFL Superstar Patrick Mahomes makes his CNBC debut to give a big announcement on his venture into the world of NFTs. And, the pandemic created a huge boom for third party delivery apps, but we’ll explain why there might be too many players post-pandemic.

The Teflon market?, Bitcoin’s big year and under-the-radar plays Mar 11, 2021

The market has come a long way since a pandemic was declared exactly one year ago today. We’ll take a look at how far we’ve come, and try to answer the question: what comes next after this incredible momentum? Plus, Bitcoin is back in a big way, up more than 600% in the past year. We’ll look at what might keep the crypto craze rolling. And, we’ll give you two under-the-radar retail names to play the reopening trade, and why experts think they have plenty of room to run.

The tech & rate tango, the ‘contactless’ boom and not playing games! Mar 10, 2021

This week Tech slid into correction, only to rebound a day later and push the Nasdaq to its best gains of the year. Have we seen the bottom, or could another rate-induced selloff be on the horizon? We’ll ask our market experts. Plus, many consumers said goodbye to cash and hello to contactless payments amid the pandemic. Is that boom here to stay? We’ll discuss. And, Roblox is set to make its public trading debut via direct listing after a three month delay. We’ll explain why it was likely worth the wait.

Tech bounces back, all charged up and a social media snapback Mar 09, 2021

The tech sector is roaring back today following a five-day losing streak. Is this a one day blip, or the return of the once market darling? We’ll debate with our market experts. Plus, we’ll give you an under-the-radar way to play the growing EV sector, including some stocks to consider. And, we’ll take a hard look at why social media stocks are starting to get some serious love from Wall Street again.

Cyberattack challenges, no longer a threat?, and the road trip is “alive and well” Mar 08, 2021

A cyber attack on Microsoft has the White House scrambling for a response, as China-backed hackers are getting blamed for the act. We’ll speak with the company that discovered the flaw about what the next steps should be, and what lies ahead. Plus, hedge fund giant David Tepper is getting bullish on stocks. We’ll debate why thinks rising rates are no longer a threat. And, the CEO of Enterprise Holdings gives her thoughts on travel in a post-pandemic world, including how demand for rental cars in still strong.

Follow the money, more pain to come?, and a role reversal Mar 05, 2021

Tech stocks are falling yet again today, with many once-loved names dropping 20% or more from their highs. With the storm of selling still underway, has the Fed perhaps lost control of the market? We’ll debate. Plus, the selloff is also hitting the ARKK hard, wiping out nearly all of its yearly gains. We’ll explain why the options indicate there’s more pain ahead. And, there’s a role reversal underway, with Energy surging and replacing Tech as the top dog. We’ll reveal an amazing stat on the growing gap between them.

Out of favor?, media stock madness and the return of the trade Mar 04, 2021

The markets are at a crucial point, with the “buy tech and forget about it” trade that worked for so long now going bust. With many stocks down big today, we’ll ask our market experts if the investing landscape has really changed, and what you should expect. Plus, what’s old is new again with traditional TV stocks soaring despite the selloff in the averages. We’ll dive into the “media madness” trade. And, we’ll explain why you may want to forget about attending college and the debt it brings with it, and learn a trade instead.

A bond “birthday”, beads & betting and the future of work Mar 03, 2021

Exactly one year ago today, the 10-Year Treasury yield fell below 1% for the first time ever. Could we be headed there again? Our market experts debate rising yields and the potential for falling rates. Plus, Apollo Global is taking retail chain Michael’s private and buying assets from Las Vegas Sands. We’ll clue you in on both deals. And, the CEO of ASGN, Inc. joins to discuss the future of work and where the jobs will be in a post-pandemic world.

A “drunk man in the snow”, an electric shock and a serial SPAC-er? Mar 02, 2021

Guggenheim Partners CIO Scott Minerd joins exclusively to explain why he thinks the bond market is behaving like a “drunk man in the snow.” Plus, we’ll give you an under-the-radar way to play the EV craze without having to spend thousands of dollars on an electric car. And, financier, NHL team owner and noted SPAC dealmaker Bill Foley joins to talk about his newest investment: cybersecurity.

New month, new gains, Bitcoin’s next move and the G.O.A.T. trade Mar 01, 2021

March is coming in like a lion, with markets having their best day of 2021 thus far. We’ll tell you where the opportunities are, and whether this is a sign of more gains to come as we start a new month. Plus, the CEO of the world’s largest crypto ATM, CoinFlip, joins to discuss Bitcoin’s next move and his philosophy for crypto investing. And, Tim Seymour joins to discuss the “Get Out And Travel” (G.O.A.T.) trade, including the areas you should buy into right now.

Tech turmoil, “preparation buying” and hedge funds playing defense Feb 26, 2021

Following its worst day since October, the Nasdaq is trying to claw its way back with some gains today. Will March bring the tech trade back to life? We’ll ask the Co-Head of Goldman Sachs’ tech fund. Plus, we’ll talk to Wall Street’s #1 retail analyst, who says it’s time to get ready for the “preparation buying” phase of the recovery. And, the Gamestop frenzy nearly led to the collapse of some hedge funds. We’ll explain why they’re now using the same websites to defend themselves.

Tech wreck, hot new research and time to sell Netflix? Feb 25, 2021

Stocks are selling off today, as fears of rising rates seep into the markets and hit the tech sector the hardest. Big names like Amazon, Apple and Facebook are down this week and heading lower. Is this a buying opportunity? We’ll debate. Plus, investors are looking for a hot new type of research these days – Reddit mentions. We’ll speak with a company offering just that. And, Laura Martin of Needham & Co. says investors should sell Netflix so they can buy into ViacomCBS. She’ll explain why.

A market reversal, Over-stocked?, and not-so-electric Feb 24, 2021

Stocks are wiping out earlier losses, as investors seem to be putting fears of rising rates aside. But why the sudden shift in sentiment? We’ll ask Angela Mwanza of UBS, and get her best practices for investors right now. Plus, shares of Overstock are sinking despite posting a solid earnings beat. We’ll talk about its outlook, the consumer and its crypto investments with the CEO. And, the electric vehicle sector is sinking this month, with some big names down 20% or more. We’ll take a close look at what’s driving the move lower.

A “long way to go”, EV battery demand gets a jolt and a crypto crash Feb 23, 2021

Federal Reserve Chairman Jerome Powell said the economy has a long way to go to recover, but also committed to keeping a backstop in place. We’ll break down all of his comments from his testimony today, and what they mean for both the recovery and your money. Plus, demand for electric vehicle batteries is set to surge, and a former Tesla executive is looking to cash in. We’ll give you the key details. And, in today’s Rapid Fire: Bitcoin tumbles from record highs, Home Depot sinks despite delivering a Q4 beat and WeWork is back in the headlines.

A shot at cruising?, a Spring Squeeze and robot warehouses? Feb 22, 2021

When will Royal Caribbean and other cruise lines get back to sea? And will vaccinations be required? CEO Richard Fain joins us exclusively to discuss the path forward for travel and the pent-up demand he’s seeing for voyages. Plus, we’ll take a look at how rising mortgage rates, surging prices and tight supply could lead to a ‘Spring Squeeze’ for the housing market. And, in today’s Rapid Fire: Bitcoin whales are trimming their holdings, activist investors take aim at Kohl’s and does Instacart love robots?

An economic temperature check, adding to the Chip Wreck and time to take Dogecoin seriously? Feb 19, 2021

As the pandemic drags on, we speak exclusively with New York Fed President John Williams. We’ll ask him all about the economy, policy flexibility, inflation and the path forward for asset purchases. Plus, the semiconductor industry is facing a new problem – the weather. We’ll explain why. And, should the so-called “joke” cryptocurrency Dogecoin be taken seriously? We’ll speak to an expert who thinks so.

Robinhood’s DC debut, Miami embraces Bitcoin and the Texas Energy Nightmare Feb 17, 2021

Embattled app Robinhood is set to testify on Capitol Hill about its role in the Reddit-fueled stock trading frenzy. We’ll talk to Congressmen from both sides of the aisle who are getting ready to grill the CEO. Plus, Miami is considering a number of initiatives to embrace Bitcoin and other cryptos. We’ll speak with the city’s Mayor about them. And, we’ll bring you the latest details on the energy nightmare in Texas amid the state’s deep winter freeze.

The Valentine Rally, Tech’s new battle and Reddit’s next target? Feb 16, 2021

Stocks continue their “Valentine” rally, setting new intraday highs in earlier trading today. But can the February surge continue? We’ll look at what could derail it, and where to put your money to work right now. Plus, North Dakota is voting on a bill that could have huge implications for Big Tech. The state senator who introduced it joins us live. And, in today’s Rapid Fire: retail traders eye Palantir’s big drop, Wall Street’s “plumbing” is clogged and Facebook could soon unveil a watch.

“Stuckflation”, banks under pressure and a beauty boom ahead? Feb 12, 2021

Rising commodity prices, a hot housing market, soaring stocks and trillions in stimulus sound like a recipe for inflation, right? Well…maybe not. Jim McDonald of Northern Trust explains why he thinks the economy is actually in a state of “stuckflation.” Plus, the banking industry is feeling pressure to adopt Bitcoin, and the push isn’t just from clients. We’ll give you the exclusive details. And, in today’s Rapid Fire: is a beauty boom ahead?, fleeing to Florida and an NYC staple goes from sweet to sour.

Embracing Bitcoin, the “audio-only” revolution and Robinhood’s front door Feb 11, 2021

Bitcoin hits another record high today, as BNY Mellon and Mastercard join firms embracing cryptocurrencies. We’ll look at what it means for the industry, and how it could open up the gates for new investors. Plus, the recent rise in popularity of Clubhouse could spark an “audio-only” Internet revolution. We’ll explain why. And, angry Robinhood customers are showing up at the company’s Menlo Park, CA doorstep. We’ll give you the key details.

A warning shot?, the commodity climb and “chip”-ping away at supply Feb 10, 2021

The Reddit Revolution is shifting its focus to marijuana, with pot stocks headed sky-high today. We’ll discuss why one strategist thinks the retail trading army may actually change the game. Plus, name a commodity, and it’s probably soaring in price. Is a ‘supercycle’ underway, and could it bring inflation with it? We’ll debate. And, a growing chip shortage could impact multiple sectors, including some unusual ones. We’ll explain why autos could get hit the hardest.

Wall of winning, the $77B industry and a brewing worker battle Feb 09, 2021

Stocks, oil, commodities, cryptos and metals…there’s no discriminating when it comes to winning in this market. Can this commodity boom continue to blast off into outer orbit, or will it turn into a bust? Our market experts debate. Plus, we’ll speak with NFL star Russell Wilson about his new venture to help turn youth coaches into superstars in kids’ eyes. And, we’ll explore why companies are having to pay workers to get vaccinated, including a frontline battle brewing for grocery stores.

Priced for perfection?, an eyebrow-raising move and a unionization situation Feb 08, 2021

Vaccinations, falling new virus cases and stimulus measures all have markets higher again today. But are we finally closing in on the end of a big run for stocks? Our market experts debate. Plus, could the SEC have a problem with Elon Musk’s tweeting ahead of Tesla’s $1.5 billion stake in Bitcoin? We’ll explore. And, we’ll explain how one Amazon facility in Alabama could change how more than 1 million employees work and get paid.

A “SPAC” Attack, the restaurant recovery and the student loan perk Feb 05, 2021

The latest hot investments – SPACs – are getting a lot of attention from short sellers lately. Will the Reddit Rebellion come calling too? We’ll ask Pacific Square Research’s Herb Greenberg. Plus, the CEO of Dickey’s Barbecue Restaurants joins to discuss the latest relief bill and the path forward for restaurants. And, doggy day care, free rides and student loan relief are just some of the new perks companies are using to lure in top talent. We’ll explain why.

Playing catch-up, a wild ride and the new kings of ESG Feb 04, 2021

Mitt Romney just revealed a big stimulus surprise, while COVID-19 cases continue to fall fast. With your money moving higher again, we’ll tell you how to follow the market and prepare for what’s ahead. Plus, we’ll take you deep inside the “Reddit Rebellion,” including the story of a 24 year old who turned $500 into $203,000. And, when it comes to environmentally or socially-conscious investing, the offerings are not one size fits all. We’ll explain why.

Overstock CEO Battles Short-Sellers, Visa CEO on Consumer Growth and the Stock Markets’ New Driver Feb 03, 2021

Overstock CEO Jonathan Johnson discusses his ongoing battle with the short-sellers. And Visa CEO Al Kelly weighs in on consumer growth—where it’s strongest and why he still hopes to do a deal with Plaid. Plus, it’s a stock picker’s market…one strategist gives his names to bet on now.

Stocks Surge, Positive Covid Milestone and MGM’s Mobile Gaming Bet Feb 02, 2021

Stocks having their best day since November, we drill down on what’s driving the surge and where the opportunities are. And there have now been more people inoculated against Covid than have been diagnosed with it, we’ll get a check on the vaccine distribution chain and the efforts to get shots into arms Plus, Amazon after the bell, Uber’s billion-dollar boozy bet and GameStop goes Hollywood. All that and more in Rapid Fire.

A Shiny new Bet, Making Room, and a White House Visit Feb 01, 2021

Silver shooting higher. Is this the latest play in the Reddit Rebellion or are some *being* played. We’ll explain. Plus, more good news on the vaccination front. Moderna says it can fit more doses in each vial and is asking the FDA to approve the move. Will it alleviate some the production bottlenecks? And, could we actually be seeing some real, old fashioned bipartisanship on the hill? Maybe, but it all comes with a price tag. We have the latest on stimulus.

A Wild Week for Markets, The Future of Robinhood, and Stand Down on Patents Jan 29, 2021

It’s been a wild week with populist investing shocking the markets. What are money managers telling their clients in this environment? We’ll ask. Plus, too many big bets on GameStop sending Robinhood scrambling for more money. Does this put the entire company at risk? And, New York City Mayor Bill De Blasio says companies need to do *this* to really ramp up vaccine rollout. He tells us what it is he’s suggesting and when the Big Apple can reopen.

Investors vs. Institutions, Washington’s message to Wall Street and a method to the madness? Jan 28, 2021

Robinhood and other retail brokerages are cutting off trading for some red-hot stocks. And that’s causing some of them to collapse in a big way. With some investors starting to cry foul, should we expect a reaction from the broader market? We’ll ask Jonathan Golub of Credit Suisse. Plus, Republicans in Washington are weighing in on the “Reddit Revolution,” and have a warning for Wall St.: the populist movement is here to stay. And, Paul Hickey of Bespoke says there’s more to the run-up in names like Gamestop besides amateurs buying stocks blindly. He’ll explain why.

Shifting sentiment?, gauging your “options” and earnings heavy hitters Jan 27, 2021

There’s a ton of selling going on today, from stocks to Bitcoin and many, many commodities. With the Fed’s rate decision also on deck, we’ll tell you all you need to know and why. Plus, options, short sellers and Internet message boards are creating some of the wildest stock moves ever. We’ll explore. And, some heavy hitters report earnings after the bell, including Apple & Tesla. We’ll preview both, and tell you how to play them.

Justified by earnings?, “brighter days ahead” and a housing market message Jan 26, 2021

Stocks are hitting new all-time highs with nearly every sector represented today, from Microsoft to Etsy and more. Are we looking at a frothy market, or are earnings justifying these sky-high levels? We’ll ask Neil Hennessy of Hennessy Funds. Plus, Alaska Air just posted a quarterly loss, but says it sees signs of brighter days ahead. We’ll speak exclusively with the CEO. And, the latest consumer confidence report is sending a strong message to the housing market. We’ll explain why, and what’s ahead.

An earnings conundrum, the “pipe dream” and Bud bows out Jan 25, 2021

The busiest week of earnings season is underway, and we’re seeing an anomaly develop: beat & drop, or miss & rally. We’ll explore. Plus, we’ll take a close look at pipe financing, an under-the-radar trend that’s helping fuel the recent SPAC boom. And, in today’s Rapid Fire: the most compelling story in retail, a Super Bowl ad shakeup and podcast-palooza.

The wage debate, a trading frenzy and let the games begin Jan 22, 2021

President Biden is expected to sign an executive order today aimed at promoting a $15 Federal minimum wage.

We’ll take a close look at the numbers, and debate whether or not it will create progress if it becomes a reality.

Plus, trading volumes are through the roof…and it’s not just equities. What’s fueling this high level of engagement? We’ll explore.

And, Michigan has officially made mobile gaming legal. We’ll speak exclusively with the CEO of Penn National Gaming to discuss the future of the industry.

“Casino mentality”, the money keeps flowing and a bad connection? Jan 21, 2021

“Casino mentality”…”carried away”…and “extreme euphoria.” Those are just some of the words two famed investors used to describe the market today. As earnings season kicks into high gear, will they be proven right, or will the numbers justify the multiples? We’ll debate. Plus, investors are piling into one area of the market at the fastest pace in a decade. We’ll tell you what it is, and if you should buy in. And, in today’s Rapid Fire: a moment of truth for Intel, Wall Street goes gaga for Google and an e-commerce boom for Baby Boomers.

A triple play of catalysts, a runup into results and “revenge spending” Jan 19, 2021

There’s a triple play of big news to kick off the trading week, including Biden’s inauguration, Janet Yellen’s tough message on stimulus and lots of earnings calls. We’ll discuss the key points you should keep an eye on, and detail the opportunity sectors for 2021 and beyond. Plus, the banks are posting a big rally ahead of earnings results. So why do investors seem unimpressed? We’ll debate. And, in today’s Rapid Fire: the first of the FANGs reports, “revenge spending” in China and what investors think is the biggest “bubble” right now.

$7 trillion on the line, no looking, no problem and cybersecurity carveout Jan 15, 2021

The Fed has been tasked with a delicate balancing act, navigating inflation, deficits, stimulus and much more. But can it handle the job when $7 trillion in taxpayer dollars are on the line? We’ll discuss with Boston Fed President Eric Rosengren. Plus, a new survey found 63% of homebuyers made an offer sight unseen in 2020. We’ll explore the red-hot housing market with Redfin’s chief economist. And, President-Elect Joe Biden’s stimulus plan includes a ton of money for cybersecurity initiatives. Who stands to benefit most? We’ll discuss with Dan Ives of Wedbush.

Bitcoin bounces back, a growing retirement crisis?, and a rare policy change Jan 14, 2021

Impeachment, rising rates, surging virus cases and high unemployment…and the market still isn’t slowing down. And Bitcoin is headed higher again after tanking earlier in the week. We’ll talk all of that and more with Guggenheim’s Scott Minerd. Plus, new data shows millions of Americans are pulling money out of their retirement funds. But what are they doing with it? We’ll explore. And, the FAA just issued a special order to deal with unruly flyers in the wake of last week’s riots on Capitol Hill. We’ll give you all the details.

Inflation nation?, the vote begins and late to the party Jan 13, 2021

Rising inflation is the topic of the day, as commodity prices have begun to soar seemingly out of nowhere. Does this put the Fed between a rock and a RATE place? We’ll debate with our market experts. Plus, the House is debating a second set of impeachment proceedings against President Trump. But will the senate go along? We’ll explore. And, in today’s Rapid Fire: the first big IPO of the year delivers, Intel’s swan song and Airbnb is doing something that may surprise you.

Rising rate debate, red hot energy trade and powerful returns Jan 12, 2021

Interest rates are on the move, hitting their highest level in nearly a year. Could this supertanker swing sink stocks? Our market experts debate, and tell you all you need to know. Plus, the energy sector is soaring, leading the market again as oil rallies. How can investors buy in? We’ll explore. And, Plug Power shares have surged 80% this year, and are higher today on a big new deal. We’ll talk to the CEO.

Covid relief conundrum, social media showdown and buying the Bitcoin universe Jan 11, 2021

Lines are already being drawn around what the next relief bill should or shouldn’t include.

We’ll bring you the latest details from DC, including why you shouldn’t expect that $2,000 stimulus check anytime soon.

Plus, we’ll explore why some critics are praising social media platforms for banning President Trump, while others say they’re the problem.

And, Bitcoin goes bust, down more than $6,000 today. We’ll discuss why some retail investors need to tread very carefully here.

The Bitcoin Boom, “an economic dud” and market disconnect Jan 08, 2021

The Bitcoin Boom continues, with the cryptocurrency surging to all-time highs over $41,000 today.

Famed value investor Bill Miller, an early bettor on Bitcoin, joins for an exclusive interview to discuss crypto, crude and more.

Plus, former FDIC Chair Sheila Bair called the Fed’s corporate debt relief “an economic dud” in a new op-ed. She joins to explain why.

And, we’ll explore the disconnect between soaring stocks and the individual investor, and whether or not you should pull back now.

A chaotic and historic 24 hours on Capitol Hill Jan 07, 2021

Congress ultimately confirmed Joe Biden’s election as President, after being disrupted for hours by unprecedented violence & riots yesterday.

President Trump vowed an “orderly transition” in a statement, though some top lawmakers are still calling for his removal from office today.

And Democrats are set to control all three chambers of government after winning both Senate seats in the Georgia runoff.

We’ll bring you the latest details, including analysis from our team of experts on all the angles: policy, economics and the markets.

All eyes on Washington, vaccine challenges and PPP round 3 Jan 06, 2021

Investors are watching the political landscape closely, with a close eye on events today in Washington.

As votes are being counted on Capitol Hill and in Georgia, we’ll explore why the markets are already jumping to conclusions about a “Blue Wave.”

Plus, the COVID-19 vaccine rollout is going much slower than expected. We’ll discuss the holdup and the key reasons behind it.

And, nearly $300 billion in fresh PPP funding is set to become available soon. We’ll explain why some small businesses still have concerns.

Here comes Georgia, Taper Tantrum 2.0?, and watching the money flow Jan 05, 2021

Investors are anxiously awaiting the results of the Georgia Senate race.

The outcome could impact everything from tech to energy stocks and more. We’ll break it all down.

Plus, Morgan Stanley says the Fed will announce tapering this year. Could that lead to a ‘taper tantrum’ like it did back in 2013? We’ll explore.

And, one expert says Bitcoin’s rally isn’t a repeat of 2017, in part because of the big money entering the game. He’ll join us to explain.

Stocks tumble to start 2021 Jan 04, 2021

In the span of just a few hours, the stock market went from the “Everything Rally” to the “Everything Selloff.”

With the Dow on pace for its worst first trading day of the year since 1932, should investors expect gloom ahead in 2021? We’ll debate.

Plus, this is a make-or-break year for the travel sector as people try to get back to a sense of normalcy. But what are the top plays? We’ll explore.

And, money keeps pouring into Georgia amid one of the most consequential senate races in years. We’ll look at where we stand.

Covid concerns, breaking bottlenecks and distillers cheer new stimulus bill Dec 31, 2020

Virus cases continue surging across the country, as the U.S. hits new records for hospitalizations and daily deaths.

We’ll bring you the latest updates, and explain how COVID-19 could impact the stock market as it hovers near record highs.

Plus, we’ll speak to a company trying to break through vaccine bottlenecks using supply chain solutions.

And, craft distillers lost $700 million in sales during the pandemic, but Michter’s Distillery still finished 2020 in the green.

We’ll talk to its President about help it got from the e-commerce boom, and why the latest stimulus bill was a shot in the arm.

A valuation revolt?, rise of the individual investor and a crude reality Dec 30, 2020

When Facebook and Honeywell shares are trading at the same lofty valuation, could the market be out of whack?

We’ll debate, and take a closer look at whether or not stocks are getting too pricey here.

Plus, individual investors jumped head-first into the market this year. We’ll discuss their influence and who benefits the most.

And, Dan Yergin of IHS Markit explains why he thinks crude is trapped in “virus alley,” and why it could remain there next year too.

To spend, or not to spend?, ‘Streets of Dreams’ and a touchdown for big tech Dec 29, 2020

Stocks are pulling back, but only after hitting record highs once again.

Can more stimulus help keep the gains coming in 2021, or is that unnecessary now? We’ll debate.

Plus, “The Profit” host Marcus Lemonis joins us to talk the consumer, the next round of PPP and his “Streets of Dreams.”

And, in today’s Rapid Fire: Amazon scores with the NFL, streamers get a holiday download boost and a big investor goes after Intel.

Stocks Soar on Stimulus, China Pressures Alibaba, and the New Real Estate Hotspot Dec 28, 2020

Stocks climbing higher after President Trump signed another round of stimulus, one strategist reveals the names she’s snapping up with just four trading days left in 2020.

Beijing moving to regulate Jack Ma’s Ant Group and launching an investigation into Alibaba…why big tech in China should be concerned.

Plus, it’s not just suburbs seeing a surge in homebuying…we get a look at the other, often-overlooked, hot real estate market.

What’s the deal?, stimulus winners and a unionization situation Dec 23, 2020

President Trump is calling on congress to change the latest stimulus bill, and markets seem unfazed. What’s the deal? We’ll debate.

Plus, we’ll dive into who the winners of the stimulus bill are, including one high-flying stock that’s up more than 200% this year.

And, in today’s Rapid Fire: a push to unionize Amazon workers, a warehouse gold rush and high score for video games stocks in 2020.

2021 catalysts, can the hot housing market avoid a winter freeze?, and Apple’s big auto bet Dec 22, 2020

Stocks are looking for direction today, as virus fears are outweighing vaccine rollouts in consumers’ minds.

We’ll look ahead to what could be the next catalyst for markets in the new year.

Plus, existing home sales just dropped for the first time in 6 months. Is the hot housing market losing steam? We’ll discuss.

And, in today’s Rapid Fire: Apple wants to make cars, Peloton’s big purchase and Lululemon wants more overseas exposure.

Worries vs. Relief, the state of stimulus and from beaker to bulk production Dec 21, 2020

A new COVID-19 variant abroad is overshadowing a new stimulus deal here at home.

Will the markets end up shrugging this off, and where do stocks go from here? We’ll debate.

Plus, we’ll take a closer look at what’s in the latest round of stimulus, and how soon folks could see relief.

And, we’ll check in with a company that makes components for Covid vaccines on how the rollout is going.

All talk, no action?, a vaccine battle and a profitable IPO Dec 18, 2020

We’ve heard a lot of talk out of Washington about getting a stimulus deal done soon.

But things just got more complicated, as The Fed gets thrown into the mix. We’ll explain why.

Plus, a battle is brewing between Pfizer and the government over a lack of direction on vaccine shipments. We’ll give you the latest details.

And, in today’s Rapid Fire: Poshmark turns profitable during the pandemic, support for Airbnb and Sony gets ‘Cyberpunk’d’.

Bitcoin’s New Record, Home Flipping May Be Flopping and Papa John’s CEO Dec 17, 2020

As bitcoin hits an all-time high and big-name investors pile in, we talk to the CEO of PayPal’s crypto provider.

Plus, the housing market is still red hot, and it’s not just buyers getting priced out. Why house flipping is flopping.

And pizza is outperforming other fast food this year, the CEO of Papa John’s joins with what’s working.

Investors Await the Fed, Biotech’s Best Year Ever, and Robinhood Gets Sued Dec 16, 2020

Strategists and economists join with a look at the Fed’s unprecedented year—what worked, what didn’t and what investors can expect in 2021.

Biotech was the big winner in 2020, a top analyst has his picks for next year.

And Massachusetts suing investing app Robinhood, alleging it gamifies markets and manipulates investors…we get a look at the potential fallout.

Triggering a sell signal, a fast food check-in and down & out on Main St. Dec 15, 2020

Fund managers are underweight cash for the first time since 2013, and Bank of America says that’s triggering a “sell” signal.

We’ll take a look at the history, and our market experts debate whether or not you should follow that advice.

Plus, as we close out a tough year for restaurants, we’ll speak with the CEO of Restaurant Brands Intl. about what he expects in 2021.

And, The U.S. Chamber of Commerce painted a bleak picture of small businesses in its latest report. We’ll ask what it wants in the next stimulus bill.

The big rollout, vaccine bullishness and crude’s incredible comeback Dec 14, 2020

Pfizer’s COVID-19 vaccine has begun rolling out at hospitals across the nation.

We’ll speak to Walgreens’ VP of Pharmacy Operations about how and when the public will start receiving it.

Plus, the Dow is trading above its record close as investors buy into renewed stimulus talks. Should you bet on its passage? We’ll discuss.

And, crude is rallying as Gold’s glitter fades. We’ll ask Goldman Sachs’ Jeff Currie why, and what he thinks of these moves.

“FANG” to FANG, a nationwide rollout and an all-cash movement Dec 11, 2020

Big tech names are falling flat this week while energy stocks like Diamondback Energy (Ticker: FANG) surge. Should you stick with the new winners? We’ll debate.

Plus, we’ll tell you how retailers, hospitals and governments are all preparing for a COVID-19 vaccine rollout, as approval could come in the next 48 hours.

And, we have exclusive data on where all-cash homebuyers are going, how they’re securing funds and whether any buyer can use this strategy.

Airbnb’s big debut, the booking boom and an urban legend? Dec 10, 2020

We’re awaiting the next mega IPO, with Airbnb set to more than double once it opens.

We’ll bring you all angles, including the pricing, the fundamentals and the trader mentality.

Plus, we’ll hear from one of Airbnb’s biggest competitors, Booking.com. The CEO explains why he thinks it has the upper hand.

And, Bank of America says the talk of folks fleeing big cities is exaggerated. They’ll tell us why, and how to play the homebuilder trade.

Opening the door, the next market catalyst and a 29-hour holiday party? Dec 09, 2020

Huge demand for DoorDash’s IPO today, with the stock surging upwards of $100 over its initial price range. We’ll have all the details.

Plus, sky-high valuations are triggering fresh warning signs for stocks, including sell signals according to one key metric. We’ll explain why.

And, in today’s Rapid Fire: a big day for Disney, Robinhood’s IPO potential and why office holiday parties are going to look very different this year.

The FDA’s next move, $549 headphones and overly optimistic? Dec 08, 2020

Pfizer’s COVID-19 vaccinations are underway in the UK, while the FDA is expected to give U.S. approval this week. We’ll break down this monumental rollout.

Plus, Apple says its new fitness subscription service will launch next week, and unveils the new $549 Airpods Max. We’ll discuss Apple’s ‘flex’ in Rapid Fire.

And, Goldman Sachs raises its GDP outlook, as JPMorgan says any market correction is a buying opportunity. Is the market getting overly optimistic? We’ll debate.

IPO frenzy, the “golden” girl and chips, rides and rock ‘n’ roll Dec 07, 2020

Airbnb & Doordash are leading an IPO rush as the end of the year fast approaches. But are IPOs better bets than shiny new SPACS? We’ll debate.

And, one widely followed economist says don’t be fooled by Gold’s recent weakness, because Janet Yellen is as bullish as it gets for the yellow metal.

Plus, in today’s Rapid Fire: Intel can’t catch a break, a Wall Street “Lyft” and Bob Dylan is set to join the $100 million club.

Record Highs for Stocks, Grocers Prepare for Vaccine, and Pets, Pleas, and Pursuits Dec 04, 2020

As stocks hit a record high here in the US, one strategist says international stocks could also be poised to take off.

And today is the deadline for states to submit their plans for the first round of Covid vaccines, we talk to a grocery store executive about how they are preparing for their arrival.

Plus, in today’s Rapid Fire: Petco is going public…again, AMC’s plea to shareholders and there’s a car chase on the Street on an auto stock.

Do we have a deal?, warm weather woes and a Bitcoin tax hit? Dec 03, 2020

Senate Majority Leader Mitch McConnell says a new stimulus deal is “within reach” – and President Trump agrees.

We’ll speak with one of the senators leading the jobless benefits push in Washington.

Plus, the averages are rallying today, but Lands’ End isn’t along for the ride. We’ll talk to the CEO about why warmer weather could be a big problem in Q4.

And, if you bought Bitcoin and want to take some profits, be prepared for a potential tax hit – regardless of how you trade it. We’ll explain why.

A reversal of fortune, Musk’s warning to workers and what goes up… Dec 02, 2020

November saw a huge market leadership change, as Energy & Financials broke out along with Silver, Copper and even Bitcoin.

But will this pattern continue into the year-end and beyond? Our market experts debate.

Plus, Tesla CEO Elon Musk isn’t mincing words when it comes to telling his employees to keep costs down. We’ll explain why in Rapid Fire.

And, traders say vaccine stocks are starting to trade too much like speculative plays, as Moderna rallies 121% in the past month. We’ll discuss.

A December to remember?, betting big on beauty and an early nod from Wall St. Dec 01, 2020

The bulls are charging back to kick off December, with the S&P 500 and Nasdaq hitting record highs.

Are we setting up for another big month, or did November’s jump steal from the ‘Santa Claus’ rally? We debate.

Plus, we speak exclusively with the CEOs of Kohl’s and Sephora Americas about their new retail partnership announced today.

And, D.A. Davidson is initiating Doordash as a “buy”, calling it a category leader – even though it hasn’t gone public yet. We explain why in Rapid Fire.

Can the record run to continue?, Bullion vs. Bitcoin and battle for the retail crown Nov 30, 2020

Stocks are lower today, but still on pace to close out a monster month of gains and record highs. But is there more to come? We’ll debate.

Plus, Gold is getting pummeled just as Bitcoin shoots back up to near all-time highs. We’ll take a look at the tug-of-war between these two investments.

And, with holiday shopping in full swing, we’ll explore who could take the retail crown as shoppers shift out of the store and move online.

The hot housing market, delivery dilemma and a new retail reality Nov 25, 2020

The housing market is scorching right now, with low rates and supply sending prices sky-high. But is the market getting too hot? We’ll discuss.

Plus, pharma companies are getting ready to ship COVID-19 vaccines. But how will the states distribute them? We’ll ask the governor of Nebraska.

And, the President of the Forbes Company explains how he plans to keep shoppers out of his malls this holiday season.

Dow rallies past 30,000 for first time ever Nov 24, 2020

Today marks a huge milestone for the stock market, with the Dow trading above 30,000 for the first time in history.

All 11 S&P sectors are higher, and the underperformers of 2020 – Energy & Financials – are leading today’s gains.

And it’s all happening against a backdrop of slowing consumer confidence, increased virus-related restrictions and rising COVID-19 cases across the nation.

We’ll follow the money, and tell you all you need to know to stay ahead amid this historic market rally.

Medicine Monday?, the good & the bad, and Bitcoin’s huge backers Nov 23, 2020

For the third week in a row, investors woke up on a Monday morning to promising results on a COVID-19 vaccine.

But the market reaction is getting more and more muted. Is all the positivity already baked in? We’ll debate.

Plus, more folks traveling is good news for airlines, but bad news for others as the virus spreads. We’ll bring you the latest details on new restrictions around the nation.

And, Bitcoin has picked up some big backers lately. We’ll identify the whales that have thrown their weight behind the cryptocurrency and fueled its recent gains.

J.P.Morgan goes “negative”, the class of COVID-19, and a $5M TV timeout? Nov 20, 2020

J.P.Morgan says GDP will shrink in Q1, as positive vaccine news isn’t enough to offset the damage done from new lockdowns.

Is this a blip, or a double-dip downturn ahead? Our market experts debate.

Plus, as more school districts send students back home, the economic strain on them could be felt for years beyond this pandemic. We’ll explain why.

And, the PAC-12 Conference is reportedly losing about $5 million in TV revenue for every football game it cancels due to COVID-19. Can it sustain these financial hits? We’ll discuss in Rapid Fire.

Time tug-of-war, a three-phase recovery and the Big Game goes cashless Nov 19, 2020

Investors are torn between two narratives: a vaccine for the long-term, and shutdowns in the near-term.

Now that the CDC is recommending avoiding all Thanksgiving travel, which should investors be focused on? We’ll explore.

Plus, Wall Street’s number one retail analyst joins to discuss his three-phase recovery plan for the sector.

And, this year’s Super Bowl will be missing something for the first time in its 55 year history: cash. Why is the NFL going all-in on digital payments? We’ll discuss in Rapid Fire

The market “hand-off”, a trillion-dollar cushion and the “most disruptive generation ever” Nov 18, 2020

A top strategist says a market rotation is ahead; one which will say ‘goodbye’ to Fed dependence and ‘hello’ to growth. We’ll explain why.

Plus, Americans are apparently sitting on an estimated $1.3 trillion in extra cash savings amid the pandemic. Chris Senyek of Wolfe Research joins to discuss what that means for the recovery in 2021.

And, Gen Z’s disruptive buying powering will surpass Millennials’ in the next 10 years, according to Bank of America. Which industries could be in line for a boost or a bust? We’ll discuss in Rapid Fire.

Peak optimism?, the future of travel and Tesla joins the club Nov 17, 2020

Stocks may be down today, but fund managers’ optimism isn’t. According to BofA’s latest Global Fund Manager Survey, they’re more bullish now than they’ve been all year.

Is it time for investors to fade the herd, or to follow it? Our market experts debate.

Plus, the CEO of Tripadvisor joins to discuss the company’s big bet on rentals, just as rival Airbnb gets ready to go public.

And, Tesla is set to join the S&P 500 beginning on December 21st. But with shares already up more than 500% in the past year, can it keep up momentum? We’ll discuss in Rapid Fire.

The stocks & the science, real estate reality and battle of the payment stocks Nov 16, 2020

Markets are rallying on more vaccine hopes from Moderna, with the Dow nearly hitting 30,000 for the first time.

But will this be another reopening trade headfake like we saw last week? Our market experts debate.

Plus, real estate entrepreneur Don Peebles joins to discuss the pandemic impact on the industry, including why he expects permanent damage across the retail & office sectors.

And, payment players Paypal & Square have had a monster year, as more folks go cashless. But one name has nearly leapfrogged them both in the past quarter. We’ll explain.

Economic ripple effect, how hot is too hot?, and a front row seat to the recovery Nov 13, 2020

Markets continue to rally in the face of negative virus developments, including cities from New York to Chicago rolling back reopening efforts.

We’ll explore the economic ripple effect, and what it could mean for investors.

Plus, home prices are on the rise in every corner of the country for the first time in 40 years. But is the housing market getting too hot? We’ll debate.

And, lockdowns aren’t stopping fans from planning to attend live events in a post-pandemic world. SeatGeek CEO Jack Groetzinger joins to discuss how he plans to get them back into venues safely.

The big disconnect, a record virus surge and a “WFH” tax? Nov 12, 2020

The markets are setting new records on the same week that COVID-19 cases and hospitalizations are hitting records highs too. How long can this disconnect last? We’ll explore.

Plus, the record virus spike is straining medical resources, especially in the South. We’ll get the full picture from the CEO of the one of the biggest hospital systems in Texas.

And, a research team at Deutsche Bank is proposing a 5% “work from home” tax. Is it a smart idea, or a financial fantasy? We debate in Rapid Fire

Another day, another rotation?, China’s tech takedown and return of the dividend payers? Nov 11, 2020

Tech stocks are turning around today, as the high-flyers are taking off yet again while value names sell off. We’ll take a look at why with our market experts.

Plus, the regime in China is taking aim at its own tech giants. We’ll explain what they’re doing, why and the implications for firms here in the U.S.

And, dividend-paying stocks usually outperform during times of crisis, but not this year. Ned Davis Research’s Ed Clissold joins us to explain why he thinks that’s about to change.

A real rotation?, “One More Thing” and not so divided? Nov 10, 2020

Investors are fleeing many of the names that have thrived during the pandemic, and piling into recovery plays instead. Should you fade the move or chase it? We’ll debate.

Plus, Apple’s last product event before the big holiday shopping season is underway. We’ll bring you the highlights and the trade in real time.

And, Wall Street Journal’s Jerry Seib says the election could end up empowering both sides of the aisle, and explains the three key things he thinks could get done in the next administration.

Stocks soar on vaccine developments, and America has a new President-Elect Nov 09, 2020

Positive vaccine news from Pfizer is sending stocks surging, just as the presidential election was called in Joe Biden’s favor.

The Dow, S&P and Russell 2000 all hitting record highs, as there now appears to be a light at the end of the tunnel for the pandemic.

We’ll bring you all of the latest details, and will try to answer key questions that remain about the vaccine, its availability and its effectiveness.

Plus, legendary investor Stanley Druckenmiller joins to discuss his views on markets and the historic election, including why he believes the dollar could be in for some big trouble ahead.

Down to the wire, Muni Money and bulls still charging? Nov 06, 2020

America is still anxiously awaiting the outcome of the presidential race.

Key states like Pennsylvania, Arizona and Georgia are all still in play. We’ll bring you the latest vote counts as they happen.

Plus, investors appear to be banking on a divided government in the new year. But would gridlock actually be good for the muni market? We’ll debate.

And, legendary investor Bill Miller explains why he believes it’s still a bull market, and there’s big upside in value stocks and Bitcoin too.

Still waiting for a winner Nov 05, 2020

Stocks are surging again today despite no outcome of the presidential election.

We’ll bring you the latest calls from swing states like Georgia, Arizona and Pennsylvania, which are all still in play.

Plus, markets are on pace for their biggest weekly gain since April, even while the nation sees a record rise in daily Coronavirus cases.

We’ll do a deep dive on the rally, and tell you what to expect from the latest Fed decision just moments away.

The Road to 270 Nov 04, 2020

Markets are soaring as votes continue to roll in for the yet-to-be-decided presidential election.

We’ll dig into what we know so far, and give you the latest calls from crucial swing states.

Plus, our market experts break down what this monster rally should signal to investors.

Your money, your vote Nov 03, 2020

It’s a historic day for the country, as millions of Americans vote in an election unlike any other.

Stocks are rallying for the second straight session, despite businesses facing a very uncertain future amid the global Coronavirus pandemic.

We’ll follow the money, and tell you all you need to know about the polls, the economy and more ahead of tonight’s outcome.

Less than 24 hours to go… Nov 02, 2020

It’s the eve of the election, and a lot is at stake for investors.

From tech regulation, to taxes and energy policy, there’s a ton riding on the outcome.

We’ll follow everything you need to know – including the record money pouring into campaigns, and all the possible outcomes for stocks in the coming days.

Plus, our own Meg Tirrell explains why Regeneron’s promising COVID-19 antibody treatment would be in shortsupply if the FDA approved it today.

A Wild Week, Redecorating Returns, and Social Media Mistrust Oct 30, 2020

The Markets continue to lose momentum as we wrap up a red October and with the Presidential Election just four days away. So will the volatility continue into November? We’ll explore.

Plus, there’s one stock that has rallied more than 1000% from its lows this year as it benefits from Americans working from home. We’ll tell you the name and talk to the CEO.

And, our new all-America Survey shows almost every demographic is united in one thing…they don’t trust social media. We have the details.

Earnings vs. Covid, Tech Titans Report, and Urban Flight Pain Oct 29, 2020

Since the start of the earnings season, the Dow has dropped 7%, the S&P 5%, and the Nasdaq 4%.

Are earnings to blame or is the timing just a coincidence amid the resurgence in Covid cases worldwide? We’ll explore.

Plus, with tech earnings on deck, investors have high expectations. We’ll tell you the key things they want to hear from each of the tech titans.

And, the recent urban flight is starting to hurt the bottom line of some companies. We’ll break down the names.

The selloff continues, and Big Tech on Capitol Hill Oct 28, 2020

It’s another big down day for stocks, as surging virus cases and new lockdown measures in Europe stoke fears of a halt to the economic recovery.

We’ll discuss what’s weighing most on investors’ minds around the globe, and whether or not this is a tipping point or a buying opportunity.

Plus, big tech CEOs are back on Capitol Hill, testifying about their controversial content moderation policies. We’ll give you the key headlines as they break.

Big beats/small moves, reading the charts, and a worried consumer? Oct 27, 2020

There’s been a lackluster reaction to the strong earnings reported this season. We’ll discuss what that tells us about the market, and whether or not we’re in a holding pattern until the election.

Plus, there’s been a lot of talk about the shift to value names recently…but is the rotation for real? We’ll get technical with Instinet Chief Market Technician Frank Cappelleri.

And, the consumer’s outlook on the economy is growing more dim according to a new report. We’ll explore why, and what that historically means for stocks.

Stocks sell off on virus surge, stimulus stalemate Oct 26, 2020

The Dow is on pace for its worst day since June, as investors grapple with rising global Coronavirus cases and a stimulus stalemate in Washington.

We look at how investors can protect their money, and identify the sectors getting hit hardest by the selloff.

Plus, former NEC Director Larry Lindsey joins to discuss volatility ahead of next week’s election, and what rising virus cases could spell for our economic recovery.

Economic fact check, hot homebuilders, and a Barbie boost Oct 23, 2020

There were a lot of bold claims made about the state of our economy in last night’s presidential debate. We’ll get a fact check, and see who’s doing the best – and worst – right now.

Plus, homebuilder stocks are red hot, fueled by high demand and a sizzling housing market. One analyst thinks they can keep up this scorching success up, and he joins to explain.

And, Mattel shares are soaring after crushing third quarter earnings, helped in a big way by a surge in Barbie sales. Can it keep up momentum? We debate in Rapid Fire.

A “mountain-shaped” market, Quibi calls it quits, and a commodities comeback? Oct 22, 2020

One of Wall Street’s biggest hedge fund managers says a big rally is ahead once the next relief bill passes. But with no timeline in sight, is it too soon to buy in? We’ll explore.

Plus, streaming service Quibi is shutting down just six months after launching, despite a hefty cash hoard and lots of buzz. We discuss what went wrong in Rapid Fire.

And, Jeff Currie of Goldman Sachs tells us why he sees a big move to the upside in oil, copper and other commodities in the new year.

Unused billions, a day (or 2) short, and can Tesla deliver? Oct 21, 2020

As Washington battles over the next round of stimulus, hundreds of billions of dollars have gone unspent from other sources of funds. Can that cash still be tapped? We’ll explore.

Plus, Netflix says it could’ve beaten Q3 estimates…if the quarter lasted an extra 48 hours. We discuss Netflix’s historic earnings miss in Rapid Fire.

And, investors have a lot riding on Tesla’s earnings tonight, with the stock already up 400% this year. Is the bar set too high, like it was for Netflix? We’ll debate.

DOJ sues Google, checking it twice and Hummer goes electric Oct 20, 2020

The Dept. of Justice is suing Google, claiming it has a monopoly on the search market. What could this lawsuit accomplish, and will it even matter to the company? We discuss.

Plus, the number one retail analyst on Wall Street joins to give us the stock names on his shopping list amid this year’s unprecedented holiday season.

And, GM is doubling down on its EV plans, making a multi-billion dollar investment to resurrect the Hummer as an electric truck. We’ll give you the key details on the big reveal expected tonight.

From the old to the young, the great pickup shortage and M&A mania ahead? Oct 19, 2020

Stocks are gradually being sold by older folks to younger ones, as Baby Boomers retire and cash out of the market. We’ll explain how that rotation is impacting investors of all ages.

Plus, pickup trucks are the hottest model on car lots right now…if you can even find one. We discuss the pandemic’s role in auto demand in Rapid Fire.

And, crude prices continue treading water, as the industry consolidates further with another big M&A deal today. Are more energy mergers on the way? We explore.

Avoiding value traps, pressure on Big Tech and a tax holiday for private jets Oct 16, 2020

How can investors separate future winners from value traps in the hunt for stock bargains? Our market experts weigh in.

Plus, big tech firms are under pressure, as antitrust investigations mount and a key liability shield is in doubt. Who’s most at risk? We’ll explore.

And, private jet companies are taking advantage of a tax holiday tucked away in the CARES Act. We discuss the potential windfall for wealthy fliers, and what it means for your money too in Rapid Fire.

Shaky Ground, Out of Fashion, and Goodbye Value? Oct 15, 2020

Rising cases, rising jobless claims and rising doubts about more Covid relief have the markets on shaky ground.

We’ll have the latest and see if earnings can help the market.

Plus, one analyst says a number of retailers could be negatively impacted if a blue wave sweeps over Washington. He joins us with the names.

And, growth stocks have been outperforming value so far this year, now one major value fund is closing up shop….are investors completely giving up on value? We explore.

Alphabet soup, treatment setbacks and Black Friday(s) Oct 14, 2020

As the market reverses lower, some investors could be misreading the signs when picking a letter to describe the economic recovery. We’ll explain.

Plus, Eli Lilly is pausing its Covid antibody drug trial, now the second virus treatment setback this week. Should investors rethink their strategy in the healthcare space? We’ll debate.

And, Walmart is throwing out its Black Friday playbook, and breaking it up into three separate sales events. Could this be a winning strategy? We explore in Rapid Fire.

Apple’s big event, cash on the sidelines and a “JV” ETF Oct 13, 2020

Apple kicks off its biggest product event in years, announcing four new 5G- supported iPhone 12 models. We’ll bring you the key details as they break, and tell you all you need to know.

Plus, Blackrock CEO Larry Fink says he sees signs of “underlying strength” in the market, including investors sitting on the sidelines who could pump even more cash into stocks. Is he right? Our market experts debate.

And, Invesco is launching a “junior varsity” version of its successful Nasdaq 100 ETF, the QQQ. We’ll give you the what, when and why in Rapid Fire.

Three driving forces, retail’s mega-deal race and the future of live shopping Oct 12, 2020

There are three big forces at play in the market right now: vaccine, election and earnings. Which will be the biggest catalyst for gains? Our market experts debate.

Plus, Amazon Prime Day kicks off after months of delays, and other big box players are cashing in with sales of their own. Who will come out on top? We explore.

And, brands like Levi’s and Tommy Hilfiger are betting on QVC-style live pitches to reach shoppers amid the pandemic. Is this the next big idea, or a fad destined to flop? We discuss in Rapid Fire.

Trump Calls for More Stimulus, Energy’s Big Week, Launching a Business During the Pandemic Oct 09, 2020

Stocks climb on reports that Pres. Trump intends to raise the stimulus offer to $1.8T, but two strategists say the markets going higher with or without a deal. They tell us where they’re seeing opportunities.

Oil making big moves this week, and energy getting the of approval from Carl Icahn. Should investors jump in?

Plus, despite thousands of small businesses closing, many are also launching during the pandemic. We have a look at what’s behind the surge.

What’s the Deal?, Banking Bonanza, and a Muni Mess? Oct 08, 2020

Will they or won’t they? Speaker Pelosi says there won’t be a skinny deal for airlines without a broader Covid relief bill. This after the President called talks “productive.” We look at the market impact from all the back and forth.

Plus, financials finding some footing recently as we head into a big week of earnings for the sector. We’ll debate what names should be in your portfolio ahead of the results.

And, the pandemic is taking its toll on municipal finances across the country, and the work-from-home trend could make it even worse. We’ll tell you how.

Stocks like Skinny, Eli Lilly’s Big FDA Move, & a Real Threat to Tech Titans? Oct 07, 2020

Stocks are rallying as the President proposes smaller, targeted relief aid but do investors believe this is real progress? We debate.

Plus, Eli Lilly has filed for FDA emergency use authorization of its Covid-19 antibody drug. We’ll speak with the CEO about the treatment, the potential timeline, and what production could look like.

And, in its lengthy report, Congress concludes four big tech giants have monopoly power and it’s time for changes. We look at what is likely to make its way into the bills as the real work begins.

Powell Gets Cautious, Coffee & Carne Asada and Spending Without a Stimulus Oct 06, 2020

Fed Chair Jerome Powell saying the pace of the recovery is slowing and more support will be needed… we discuss what it means for the markets.

The teens aren’t spending, according to a new survey, but there is one sector they’re splurging on. We dig into the results.

And while teens aren’t spending, adults could be around the holidays even if there isn’t another round of stimulus, according to one analyst

From Washington to Wall Street, When the Bill comes…, and Roll the Credits. Oct 05, 2020

As the case count rises in Washington, we look at who has it, and the potential impact on top issues for investors.

Plus, two major issues the U.S. will have to deal with after the pandemic…weaker population growth and the drag of high debt. We look at the fallout for the economy.

And, an industry on the brink. We’ll look at the future of theaters, malls and Hollywood as cinemas close down again, and the impact it’s having on stocks.

Investors react as the President tests positive for COVID-19 Oct 02, 2020

A big day for the markets, the economy and the U.S. after President Trump and his wife test positive for covid-19. We breakdown what it means for investors, policy negotiations, the campaign and the fate of this pandemic.

Tech Tries to Regain Footing, Recruiters are Bullish, and Stimulus Problem Solving Oct 01, 2020

Tech trying to regain its footing after its September swoon. A top portfolio manager reveals what he’s buying now.

Despite the ongoing economic uncertainty, recruiters are still bullish ahead of tomorrow’s jobs number.

And the stimulus stalemate…with talks frozen in Washington, we talk to a Republican Congressman about his caucus’ bipartisan bill.

Special Episode | The News with Shepard Smith Oct 01, 2020

Today, CNBC launched its newest daily podcast, The News with Shepard Smith. Each day, expect deep, non-partisan coverage and perspective on the day's most important stories. Featuring on-the-ground reporting from around the globe, The News with Shepard Smith goes beyond the headlines to give listeners sharp context into the world around them. It is punctuated by compelling, thought-provoking expert guests – all pulled together by Shepard Smith's trademark devotion to speed, accuracy and the trust of his audience. Available to listen daily by 8:30pm ET / 5:30pm PT.

Palantir Opens for Trading, Dallas Fed’s Kaplan on Dissent, What NOT to do in an Election Year Sep 30, 2020

Palantir opens for trading, we have the tick by tick of its debut.

Dallas Fed President Robert Kaplan discusses his dissent in the FOMC decision earlier this month.

Plus, one strategist tells us the worst thing investors could do during an election year.

Covid Fears Weigh on Stocks, Strong Consumer Sentiment and the Value of “Nothing” Sep 29, 2020

The covid pandemic has killed one million people, and with New York considers shutting down hot spots again, those worries are weighing on stocks. Two strategists weigh in on whether investors should brace for a repeat of March.

And despite the stock market’s September swoon, consumer sentiment was strong. We have the latest read from The Business Roundtable.

Plus, the value of “nothing.” Why intangible assets may be a better place to put your money than the traditional value index.

Key Deadline for Airlines, IPO-mania and Josh Brown’s Favorite Investing App Sep 28, 2020

October 1 could bring furloughs for more than 30,000 airline employees. Will they get another lifeline? We discuss.

It’s a hot week for IPOs, we take a look at the names poised to go public.

And Halftime Report’s Josh Brown called it his ‘favorite investment app on Earth,’ we talk to the founder of Earnings Call about what sets his product apart.

Introducing The News with Shepard Smith – Coming Soon Sep 28, 2020

The News with Shepard Smith is CNBC's daily news podcast providing deep, non-partisan coverage and perspective on the day's most important stories. Featuring on-the-ground reporting from around the globe, The News with Shepard Smith goes beyond the headlines to give listeners sharp context into the world around them. It is punctuated by compelling, thought-provoking expert guests – all pulled together by Shepard Smith's trademark devotion to speed, accuracy and the trust of his audience. Available to listen by 8:30pm ET / 5:30pm PT daily beginning Wednesday, 9/30.

The stimulus debate, Palantir’s valuation continues to rise and Wall Street loves Draftkings Sep 25, 2020

Washington may see some movement on another stimulus plan and many say that could be bullish for the markets. We’ll look at where the opportunities could be.

And, Palantir’s valuation continues to rise as it gets ready to list next week. The WSJ’s Maureen Farrell give us the exclusive details on what wall street is expecting.

Plus, another bullish call on Draftkings as the stock continues to soar and Qantas is selling its airplane bar carts.

Tech Tumult, Stalled Stimulus and Tariff Tantrums Sep 24, 2020

Tech stocks having a whipsaw week and one portfolio manager says there is more pain ahead. He tells us where he’s seeing opportunities.

And, St. Louis Fed Pres. Bullard says everything is great, while Goldman cuts its outlook…BofA economist Michelle Meyer gives us her outlook on the economy as stimulus is stalled.

Plus, it’s corporate America v. the Trump administration…why thousands of companies are filing suits.

The Next Shape of the Recovery, Office Vacancies’ Long Game and the Street’s Battery Sep 23, 2020

Today marks the sixth month anniversary of the March lows, could markets be poised to go from a “V”-shaped recovery to a “W”? We discuss.

Commercial real estate services firm Cushman and Wakefield doesn’t see an office vacancy recovery until 2025.

Plus, the Tesla Battery Day debate, Nike just did it in the first quarter, and the biggest SPAC deal ever…all in today’s Rapid Fire.

Kudlow on Stimulus, Lowering the Voltage, and a Make-or-Break Moment for Apple? Sep 22, 2020

The chorus is growing louder for Congress to pass a stimulus bill. Fed Chair Powell says its essential but with the Supreme Court fight looming, is there any chance Congress can compromise and push the bill through?

We’ll ask NEC Director Larry Kudlow.

Plus, Apple is down 20% from its high and one of our guests says the stock could be facing a make-or-break it moment. He tells us why.

And, Tesla shares lower as Elon Musk tempers expectations for battery day. We look at what to expect, why it matters, and where the stock is headed.

Markets Sell Off, What’s the deal with TikTok?, and Work-From-Home Winners Sep 21, 2020

Investors are on edge as Coronavirus cases spike overseas, uncertainty over stimulus grows, and the future of the Supreme Court is up in the air. We look at the market impact and how to invest if volatility is here to stay.

Plus, Chinese state media says the government won’t approve the TikTok deal in its current form, we’ll head live to Beijing for the latest and whether U.S. companies could be retaliated against should U.S.-China tensions escalate.

And, Zoom Video, Peloton and Slack may be the most well-known work-from-home winners but there’s one hot area you may not have heard about and it still has room to run. We speak to the analyst making the case.

TikTok on the clock, a “post-pandemic reset” and the software surge rolls on Sep 18, 2020

The U.S. will block TikTok downloads starting Sunday, while sources tell CNBC that WeChat is “dead” in this country. We have the latest details, and explore whether a deal will come together to avoid this fate.

Plus, Home Depot & Lowe’s have been huge beneficiaries of the stay-at-home trade. But one analyst says that’s about to change in a big, big way. He joins us to discuss.

And, another day, another software IPO - this time, video game backer Unity. As its shares surge in their trading debut, we discuss why company employees may cash in sooner than expected in Rapid Fire.

A real rotation?, the future of medicine and Snowflake is melting Sep 17, 2020

Transports, industrials and materials are stealing the spotlight from technology as market leaders. But can this new leadership keep the market moving forward? We’ll debate.

Plus, telehealth player Amwell makes its public debut on the NYSE today. We’ll talk to the CEO about the future of medicine and its work amid the pandemic.

And, shares of data darling Snowflake are falling today, after surging as high at $319 per share in its own IPO yesterday. But did it leave money on the table by pricing shares too low? We’ll explore in Rapid Fire.

Countdown to The Fed, a Facebook freeze and a red-hot Snowflake Sep 16, 2020

The Fed is set to announce its decision on interest rates, wrapping up its final meeting before the election. We look at the market-moving comments investors need to watch for.

Plus, dozens of celebrities are freezing their Instagram accounts as part of a one-day boycott. We explore the movement behind the social media protest in Rapid Fire.

And, data startup Snowflake soars at its public debut, with shares even halted temporarily amid a rush of buying. We discuss whether there’s too much froth in piping-hot software IPOs.

Apple takes the stage, Buffett’s big data bet and is the worst behind us? Sep 15, 2020

Apple unveils a bunch of new hardware and software offerings at its latest product event. We’ll bring you instant analysis of each new product as the announcements unfold.

Plus, Berkshire Hathaway is making an unusual investment – a multi-million dollar stake in soon-to-IPO Snowflake. We explore what the investment means for both Snowflake and Warren Buffett.

And, Bank of America’s top brass says consumer spending in August returned to 2019 levels, after a sharp decline earlier in the year. Is the worst of the economic pain behind us? We’ll debate.

50 days out, airlines’ turbulent year and the battle for TikTok is over Sep 14, 2020

We’re just 50 days away from the biggest wildcard for the stock market: the presidential election. We explore what’s at stake for both voters & investors.

Plus, it’s been a tough year for the airline industry, but lately investors appear ready to buy in again. We speak with JetBlue CEO Robin Hayes about investor appetite and the path to recovery.

And, ByteDance has chosen Oracle as its U.S. partner in TikTok. But it’s not a buyout, or what President Trump requested. We break down the ins & outs of this unusual deal.

Alive & Well, Apple’s App Store Move, and the Refi Boom Sep 11, 2020

Despite warnings from some high-profile investors this week, Bank of America says don’t worry, the Bull Market is alive and well. Are they right? We’ll ask.

Plus, Apple issues new rules for the App Store and it’s sending the streaming stocks lower. We look at what’s changing and who’s impacted the most.

And, a record number of Americans could be saving as much as $500 a month on their mortgage but they aren’t. We look at why and whether you could be one of them.

Struggling for direction, the read on realty and the NFL returns Sep 10, 2020

The bulls and bears are fighting a tug-of-war for control of the market after a three-day tumble. What should investors do right now, and what would signal the end of the selloff? Our panel of experts debate.

Plus, we talk to the CEO of one of the country’s biggest landlords to find out what his tenants are seeing in the economy right now.

And, the 2020 NFL season kicks off tonight, and there’s a lot of money riding on its success. We explore who’s got the most at stake in Rapid Fire.

Excessive Enthusiasm?, The C-Suite-Main Street Disconnect, and a Bright Spot for Restaurants Sep 09, 2020

Beating the Market, Tesla gets snubbed, and how low can Apple go? Sep 08, 2020

We’ll speak with a fund manager whose 5-star fund is beating 99% of his peers and is up 68% year to date. The stocks he’s buying may not be on your radar. We’ll tell you the names and what makes them attractive.

Plus, Tesla gets snubbed by not getting added to the S&P 500. We take a look at why that move is emblematic of the current market set-up.

And, while most of Wall Street was yelling “buy” on Apple, Goldman went against the curve and said “sell.” We look at why and how low they think it can go.

A topsy-turvy day, jobs report tea leaves and time to ditch growth stocks? Sep 04, 2020

Another rollercoaster day for the averages, with stocks unable to hold onto gains following this morning’s jobs report. Our market experts break down where the weakness is, and how investors should react.

Plus, nearly 1.4 million jobs were added in August, but the number of people out of work is still down by more than 11 million since the pandemic hit. We discuss the labor market, economic recovery & more with Boston Fed President Eric Rosengren.

And, Steve Grasso of Stuart Frankel explains why it might be time for investors to take profits from growth stocks like Apple, and begin to buy into cyclical names.

Market mayhem, a sector pulse check and Apple gone rotten? Sep 03, 2020

The red-hot tech sector is cooling off, leading today’s sharp move lower for the averages. Our experts break down why there’s a sudden change in market confidence.

Plus, amid today’s rollercoaster market action, we drill down on what’s happening for Tesla, leisure stocks and the restaurant sector.

And, Apple is one of the biggest drags on the Dow, on pace for its worst day since mid-March. Is this simply investor profit-taking after completing its stock split, or a sign of trouble ahead? We debate.

Market momentum, where the jobs are & the ‘Jordan effect’ Sep 02, 2020

Kelly gets ‘technical’, using charts to explain why the S&P and Nasdaq trading sky-high above their 200-day moving averages is signaling the market could be overbought.

Plus, with the August jobs report on deck, a new industry report paints an optimistic picture of hiring trends across the country. We break it all down with Recruiter.com CEO Evan Sohn.

And, NBA legend Michael Jordan is taking an equity stake in Draft Kings in exchange for becoming a special advisor to the company. We break down this unprecedented deal, and the power of MJ’s brand in Rapid Fire.

Here comes September, the individual investor boom and ESG under attack Sep 01, 2020

September kicks off with new all-time highs for the S&P and Nasdaq, but there’s still a ‘wall of worry’ awaiting the market. We break down what investors need to watch.

Plus, mom & pop stock trading is at its highest level in a decade, powered in part by Coronavirus lockdowns and free apps like Robinhood. We explore how the rise of individual investing is shaping the market right now.

And, the Labor Dept. is proposing new rules that could limit ESG investments in 401(k)s, and some of the world’s largest asset managers are pushing back. We discuss the key details.

The final luxury frontier, drama at the golden arches and a delicious new “SPAC” Aug 31, 2020

Space is widely referred to as “the final frontier”…but could it be the final “luxury” frontier too? We speak with an analyst who’s betting that consumer space travel is the next must-have for the rich, and why Virgin Galactic is the way to play it.

Plus, McDonald’s has some harsh words for its ousted CEO Steve Easterbrook, amid a lawsuit to recoup some of his compensation. We break down the company’s unusual corporate drama, and what it could mean for other firms in the future.

And, snack maker Utz makes its public debut on the NYSE through a special purpose acquisition company (SPAC), following nearly a century as a private family-owned business. We explore the benefits of SPACs for Utz & others in Rapid Fire.

Cracks in the Economy?, Electrifying Gains, and a Glam Slam. Aug 28, 2020

Big layoffs, warnings from food companies, and cautious Fedspeak today…is the economy starting to lose momentum? We’ll explore.

Plus, forget Apple and Amazon, if you’re looking for gains, head to the electric vehicle market. We’re talking moves of more than 300%. We look at whether this is sustainable and which stocks are due for a pullback.

And, Ulta’s online sales surged 200% in the last quarter. We have a closer look at the products that helped the bottom line and whether the trend will continue to be a thing of beauty.

Inflation calibration, the clock runs out and a historic moment for sports Aug 27, 2020

The Federal Reserve says its shifting its policy around inflation, which could have long-lasting effects on our economy. We break down this historic move with Dallas Fed President Robert Kaplan.

Plus, Walmart is teaming with Microsoft in the battle for TikTok, on the same day the embattled social media firm’s CEO quit after less than three months on the job. We explore all of the TikTok drama in Rapid Fire.

And, a historic moment for sports, as NBA players walked out of games in protest of the shooting of Jacob Blake. We discuss the path forward for pro sports amid social unrest.

Anxiously awaiting Powell, poised for a breakout and a looming career crisis? Aug 26, 2020

Stocks hit new highs today ahead of a key speech from Fed Chair Jerome Powell tomorrow. Will Powell’s remarks be as “profoundly consequential” as strategists are predicting? Our market experts debate.

Plus, we get ‘technical’ with Stephen Suttmeier of BofA Securities, who sees four stock charts suggesting a potential breakout ahead.

And, as we celebrate Women’s Equality Day, the future for working women is murky as family obligations increase amid the COVID-19 pandemic. We’ll talk with a economist who says this potential career crisis could set economic equity for women back decades.

An ETF shakeout, a software-fueled surge and housing too hot? Aug 25, 2020

Market volatility has led to a major shakeup for ETFs this year, with nearly 200 shut down so far in 2020 – the typical amount for a full year. What does the future hold for passive investments? We’ll explore.

Plus, the stay-at-home trend has fueled a flurry of cloud & software IPOs. Is this a fleeting moment for the sector, or tech’s time to shine? We discuss in Rapid Fire.

And, housing has been a lynchpin of the economic recovery, with July sales soaring nearly 14%. But with home prices near record highs, is the real estate market running TOO hot? We’ll debate.

Apple’s Dow influence, a fast food hiring spree and a classroom calamity Aug 24, 2020

Apple shares hit new all-time highs ahead of its upcoming stock split, while Microsoft joins the chorus of companies speaking out against its App Store policies. We break down what the split could mean for weighting in the Dow, and whether Apple’s road to $3 trillion just got trickier.

Plus, a pandemic-induced hiring spree has led to nearly 500,000 new jobs in the fast food space. We discuss which restaurant names are leading the way, and who’s lagging behind in Rapid Fire.

And, according to a new Barron’s report, the economic fallout could reach $700 billion if America’s schools continue to remain closed. We explore all angles of this looming education crisis.

Existing Home Sales Surge, A Decade to Dig Out for NYC, Hotel Headwinds Aug 21, 2020

Stocks rallying after existing home sales in July posted its biggest increase EVER… an economist and an investment strategist weigh in.

And entrepreneur Don Peebles on Joe Biden’s messaging…and why it’s going to take NYC a decade to recover from the economic fallout due to the pandemic.

Sticking with New York, some big-name hotels are in big trouble as they remain vacant. A look at the foreclosures that may be coming in Manhattan and across the country.

What’s Going on in California?, States Sue USPS, and Taco Bell’s Pandemic Revamp Aug 20, 2020

California is having a rough go… blackouts and wildfires on top of the Covid 19 outbreak. We talk to the mayor of San Jose about all that, plus the future of Uber and Lyft in the state.

Speaking of California, it’s one of the states as part of a coalition suing the United States Postal Service. The Attorney General joins to discuss the suit.

And, Taco Bell’s pandemic revamp, Instagram’s new feature and Airbnb plans to go public.

Towering Timber, Trump the “Activist,” and Fanny Packs are Back! Aug 19, 2020

Lumber prices are soaring in 2020 as homebuilding is hot…a look at how to play that surge without having to buy a forest.

And, why Axios’ Dan Primack calls Trump an ‘activist’ when it comes to getting involved in dealmaking.

Plus, a shuffle button for Netflix, Harvard on hold, and fanny packs are back. That’s all in today’s Rapid Fire.

Oracle enters the fray, an ‘epic’ injunction and priced to perfection? Aug 18, 2020

A source tells CNBC that Oracle has entered talks to acquire TikTok’s U.S. operations. We break down the contenders vs. pretenders in the race for a TikTok takeover.

Plus, ‘Fortnite’ maker Epic Games is seeking a preliminary injunction against Apple is in its App Store dispute. Could this be the start of trouble ahead for the tech giant? We explore in Rapid Fire.

And, the S&P 500 and Nasdaq just hit new record highs. But as retail names sell off and stimulus talks stall in Congress, is this as good as it gets for stocks? Our market experts debate.

Vaccine Stocks the Next Weed Stocks?, Robinhood is “unethical,” and “Tik” for Tat Aug 17, 2020

With vaccine stocks on a tear due to late-stage trials and government contracts for Covid vaccines, Jefferies’ Healthcare Equity Strategist tells us why those names could go the way of the pot stocks.

And, a Democratic Congressman explains why he called trading app Robinhood ‘unethical’—and the changes he wants made to protect customers.

Plus, in today’s Rapid Fire…Uber’s California fight, the US and China’s “tik” for tat, Buffett’s shiny bet and NYC hotels get an elopement boost.

A legal setback, the retail wreck and trade talks in limbo? Aug 14, 2020

A California court just ruled Amazon can be liable for defective third-party goods sold on its marketplace. What does that mean for the future of its e-commerce business? We debate in Rapid Fire.

Plus, retail sales climbed for the third straight month in July, and yet retail bankruptcies continue to rise – now totaling more than 40 this year. We explore the retail wreck.

And, scheduled U.S.-China trade talks are reportedly in limbo, as tensions between the two nations continue to climb. But is the ‘phase one’ trade deal in jeopardy too? We’ll discuss.

A standout stock, Apple’s fitness ambitions and private sector to the rescue? Aug 13, 2020

Tesla & Moderna are among the high-flying Nasdaq names in 2020, but shares of diabetes management innovator Dexcom have nearly doubled this year too. We talk to CEO Kevin Sayer about what’s driving company growth.

Plus, Apple is reportedly set to launch a series of consumer subscription bundles, including virtual fitness classes. Can it compete with the likes of Peloton & Nike in the exercise sector? We debate in Rapid Fire.

And, is the private sector the solution to solving the COVID-19 testing crisis? We ask expert Dr. Michael Osterholm, who gives the U.S. a failing grade in our efforts thus far.

What Harris means for Wall St., vertical veggies and a muni mess? Aug 12, 2020

The anticipation for investors is over as Joe Biden has selected Sen. Kamala Harris as his running mate. What can Wall St. expect if the pair get elected in November? Our experts debate.

Plus, vertical farming unicorn Plenty just inked a deal to supply produce to more than 400 Albertsons stores. We discuss the deal, the ag-tech startup scene and more with Plenty CEO Matt Barnard.

And, investors poured more than $19 billion into municipal bond funds over the past three months. But can the “muni” momentum continue? We’ll explore.

S&P Near All-Time High, How Safe is Russia's Vaccine? and the Fall of Fall Sports Aug 11, 2020

With the S&P 500 just points away from its all-time intraday high, we take a look at whether there is more positive momentum for stocks and where to put money to work.

And, Russia approving a Covid vaccine for the public without completing a Phase III trial and without any studies published by researchers...the Director of the Vaccine Education Center at the Children's Hospital of Philadelphia weighs in on the safety issues and how that could disrupt the global race for a vaccine.

Plus, the pandemic could cancel the fall season for college sports, leaving colleges without billions in revenue. A top expert weighs in on the wide-spread ramifications.

Room for a compromise, TikTok is hot and the U.S-China fight moves to the cloud Aug 10, 2020

Treasury Sec. Mnuchin says there’s room for compromise on a new COVID-19 relief deal, just days after President Trump signed executive orders furthering aid amid stalled talks in congress. Is a new deal on the horizon? We’ll explore.

Plus, Twitter has reportedly emerged as another potential suitor for TikTok, joining frontrunner Microsoft. But will TikTok’s U.S. ban ever actually take effect? We’ll discuss with a pair of experts.

And, Chinese cloud giants Tencent & Alibaba could be next on the chopping block, as the White House urges an American boycott on them. But could this rock the market here at home? We’ll debate in RAPID FIRE.

No More Urgency?, The China Tech Takedown, and Learning Pod Problems. Aug 07, 2020

The jobs report was better than feared after a bad ADP reading. Will that take the urgency away from a stimulus deal? We have the latest.

Plus, the President is escalating his tech battle with China saying he’ll ban business transactions with the owners of WeChat and TikTok. The move could have huge implications for U.S. companies. We’ll explore.

And, while New York just announced schools can open this fall, many other states are opting for online-only.

That decision is making some parents ban together to form learning pods at home. Will this just widen the achievement gap between rich and poor? We’ll debate.

July Jobs Lookahead, Facebook’s Hate Speech Hotline and Muni-versities at Risk Aug 06, 2020

Markets in limbo ahead of tomorrow’s July jobs report and an agreement on stimulus from Congress. The CEO of Recruiter.com—which called the past three jobs numbers right—tells us what he’s looking for in the data.

Plus, a Facebook hotline to report hate speech, Nikola is no longer pre-revenue and people are taking the plunge into pools…that’s in today’s Rapid Fire.

And, colleges have borrowed heavily from muni markets over the years…why that could put some universities on the financial brink.

Buffett Buys Banks, Square Co-Founder Donates to Vaccine Research, from College Town to Ghost Town Aug 05, 2020

Wall Street may not love banks, but Warren Buffett sure does—the Oracle of Omaha buying Bank of America shares for 12 days in a row. A top analyst tells us why banks could climb 50% from here.

And, Square Co-Founder Jim McKelvey says he couldn’t wait for government money to go to Covid research…how he’s putting his own money to work at a medical school to help fight the pandemic.

Plus, CNBC takes a look at an Ohio city that’s gone from bustling college town to a quiet ghost town due to the coronavirus.

The $600 Debate, Home Affordability at Highs, Retiring During a Pandemic Aug 04, 2020

As Congress has yet to pass another round of stimulus, the debate over whether the $600 unemployment benefit keeps people out of work is ongoing. A former Labor Department Chief Economist weighs in.

And record low mortgage rates are leading to a four-year high in home affordability. What that means for the housing market.

Plus, we break down how much money you need to retire during the Covid crisis.

Microsoft in “TikTalks”, A Bond Market Message?, and Covid Drug Progress. Aug 03, 2020

Microsoft confirms it is looking to buy TikTok and has to get a deal done in 6 weeks. The President weighing in on the matter again today. We have the very latest, and how a deal could reshape the tech landscape.

Plus, yields are at record lows and the Nasdaq at record highs. This as we head into the worst month of the year for stocks. Do you stay the course or get defensive? We debate.

And, Eli Lilly is launching a phase three trial of its Covid antibody drug in nursing homes. The Chief Scientific Officer joins us live with the timeline and how it could protect one of the most vulnerable age groups.

Big Tech’s Big Week, Jumbo Rate Jump, Pinning Gains Jul 31, 2020

From a Congressional hearing to blowout earnings, the four big tech titans had a busy week. We talk about their dominance and what’s next for the industry.

And jumbo mortgage rates are higher than their conforming counterparts for the first time in seven years. What’s behind the move and what it means for homebuyers.

Plus, men are ‘pinning,’ travel stocks feel the pain and a sports double-bubble. That’s all in today’s Rapid Fire.

Title: Big tech on deck, the $600 debate and a helping hand in Las Vegas Jul 30, 2020

Apple, Amazon, Alphabet and Facebook all report earnings after the bell today, and that could create market volatility if any disappoint. Our market experts tell investors what to watch for.

Plus, a potential extension of the extra $600 per week unemployment benefit just stalled in the senate, as it’s set to expire tomorrow. We break down the latest stimulus talks with Sen. Amy Klobuchar.

And, despite a slowing recovery in Nevada, Las Vegas Sands just pledged to continue paying all of its employees through October 31st. LVS President & COO Robert Goldstein joins us with all the details.

Tech Titans on Capitol Hill Jul 29, 2020

Tech Titans Zuckerberg, Bezos, Pichai and Cook testify in a Congressional antitrust hearing.

Outlook Gets Murkier, Exclusive Interview with the Pfizer CEO and Toll Roads to Save States? Jul 28, 2020

As earnings season marches on, second half outlook is getting murkier as companies fail to issue guidance due to the ongoing pandemic. Two strategists give their clear winners for the rest of the year.

And the Pfizer CEO joins in an exclusive interview on the heels of their earnings beat and the start of the company’s late stage Covid-19 vaccine trials.

Plus, why toll roads could help make certain muni bonds a buy.

Vaccine diversity, solar energy is hot, and a common thread? Jul 27, 2020

Shares of Moderna are higher as it kicks off Phase 3 trials of its COVID-19 vaccine today. But there’s a key consideration when it comes to recruiting volunteers. We’ll explore.

Plus, while investors have been eyeing the stay-at-home trade lately, solar energy has been red hot too. But can the sector keep powering higher? We’ll discuss with an industry analyst.

And, safe havens like Gold, Silver and bonds are rallying right alongside the stock market. Is there a common thread driving all of these assets higher? Our market experts debate.

Amazon’s Competition Issue, Fate of Major Cities, Record Low Rates Jul 24, 2020

As regulators focus on breaking up big tech, an expose in the Wall Street Journal accuses Amazon of using its investments and deal-making process to launch products comparable products to put competitors out of business. A former FTC Chair and law professor weighs in.

And people are leaving major US cities in droves due to the ongoing pandemic, we take a look at their fate and if they can bounce back.

Plus, mortgage rates have hit record lows…good news for homebuyers, not great news for banks. We’ll tell you why.

Trouble Brewing, Can Chipotle Keep Delivering?, and “A World of Hurt” Jul 23, 2020

With jobless claims picking up, uncertainty over what additional stimulus will looks like, and Florida recording its highest single day increase in covid deaths, will these market gains stall out? We debate.

Plus, an exclusive interview with Chipotle CEO Brian Niccol. Digital sales more than tripled in the second quarter, the stock is up 35% this year…can the company keep it up? And what’s next? We’ll ask.

And, “a world of hurt”, that’s how one casino executive describes Las Vegas. We’ll check in on the sector.

US Tension with China Flares, CEOs on Stimulus and ‘Contact’ Sports Jul 22, 2020

Tensions heating up again with China after the US ordered its consulate in Houston, TX closed. We discuss the geopolitical and the market risks.

And, Congress is currently hammering out what the next round of stimulus should look like…Conference Board President Steve Odland has what CEOs are looking for.

Plus, one company is putting the contact tracing into contact sports…that’s in today’s Rapid Fire.

Betting on a Comeback, Hitting the Brakes, and the Sneaker Trade. Jul 21, 2020

The S&P on track for its best July in a decade, everything form fast food to healthcare to housing hitting new highs today. Is tech’s historic run about to give way to America’s comeback kids?

Plus, speaking of historic runs, Tesla’s been on an epic stock bender this year. We look at whether the stock can keep climbing after its key earnings report tomorrow, with profit expectations running high.

And, the sneaker trade, a trip down the produce aisle, and Wall Street potentially walking away from New York City, that’s all ahead in Rapid Fire.

Time running out, transport tea leaves and Amazon’s amazing run Jul 20, 2020

The extra $600 per week unemployment benefit is set to expire at the end of the month. What happens if it gets wiped away? We’ll explore with Evercore ISI Policy Economist Ernie Tedeschi.

Also, new airfreight data indicates Asia & N. America are past the worst of the Coronavirus impact…but the Eurozone is a whole different story. We’ll discuss.

And, Goldman Sachs & Jefferies are both boosting their Amazon price targets to a street high $3,800 as shares have soared off recent lows. But can it keep up this amazing run? We debate in Rapid Fire.

The China Challenge, Netflix Shoots for the Stars, and The Kitchen Trade Jul 17, 2020

The Administration ramping up its China rhetoric and blaming several U.S. companies for being part of the problem. Is it just saber-rattling or a real new worry for Wall Street beyond Covid-19?

We’ll debate.

Plus, tech lower once again with Netflix leading the declines on growth concerns. By elevating one of Hollywood’s most powerful people to CO-CEO, is the streaming giant making the right move?

And, a different way to play the stay-at-home trade…we’re cooking up some kitchen stocks poised for big gains.

Twitter hack attack, the pizza trade is still hot, and all in on value? Jul 16, 2020

Twitter is under pressure following an unprecedented hack targeting the accounts of some of its most high-profile users. A cybersecurity expert explains how this could have happened.

Also, Domino’s shattered second quarter earnings estimates as delivery & takeout demand surged amid the pandemic. But can that deliver more gains for its stock? We’ll explore.

And, as growth powerhouses start to lose steam in the market, are under-the-radar value names poised to outperform? We’ll debate with our markets panel.

Stocks Surge on Vaccine Hopes, Alternative Reads of the Economy, Drive-Ins Drive Revenue Jul 15, 2020

Stocks climb on Moderna’s vaccine trial news—we have the details and what the next phases will look like.

Plus, Jefferies tracks real-time data like consumer foot traffic and restaurant bookings to get a better idea of how quickly the economy will recover from the pandemic fallout—their Chief Financial Economist has the details.

And, what’s old is new again… The Count Basie Center for the Arts has pivoted to drive-in entertainment to generate revenue. The CEO joins to discuss and give us an update on their PPP loan.

Optimistic vs. Overheated, Coronavirus Testing Turnaround and the Hot Pizza Trade Jul 14, 2020

Stocks surging partly on hopes more government stimulus is ahead…should investors should ride the wave of optimism or are stocks overheated? We discuss.

And the coronavirus testing fiasco: wait times for results are getting longer and longer while pro-athletes in the NBA’s so-called “bubble” in Orlando reportedly get their results in hours. The Chairman of the lab conducting those tests joins us, along with Univ. of Minnesota’s Dr. Michael Osterholm on how we got here and what the government needs to do.

Plus, the pizza trade is piping hot, Amazon’s building boom and no more summer vacation…that’s all in today’s Rapid Fire, including a surprise guest appearance!

Betting on a bounce, Disney’s dilemma and traders love a bargain Jul 13, 2020

Some of the most popular stocks to own on Wall Street are also the most expensive. Is it time to bet on some underdog names instead? We’ll discuss.

Also, Disney says it’s closing its Hong Kong theme park amid a rise in new COVID-19 cases in China. Could Disney World in Orlando be headed for the same fate? We’ll debate in Rapid Fire.

And, a new study found that more time at home is *not* the reason why trading apps like Robinhood have seen a surge of activity. We’ll explore trading behavior amid the pandemic.

A “new” bull market, Tesla’s electric run and trouble for TikTok Jul 10, 2020

Markets are shrugging off record virus spikes and election concerns, on pace for a second straight week of gains. Is this the start of a “new” bull market? We’ll discuss.

Also, Tesla shares continue driving to all-time highs. Does the stock belong in the S&P 500? We’ll debate in a scorching edition of Rapid Fire.

And, while the Trump Administration considers banning TikTok, Gene Munster of Loup Ventures says any ban would likely be temporary. He’ll explain why.

The Reopening Trade Fades, What’s Wrong with Wells?, and I.C.E Cold Jul 09, 2020

Covid cases are rising, supreme drama in DC and rethinking reopenings…investors are digesting a lot of headlines today. As selling pressure creeps back into the market, how worried should you be?

Plus, Wells Fargo is underperforming its peers, layoffs could be ahead, and it’s the only bank to cut its dividend. So is the stock untouchable or ripe for a comeback? We debate.

And, a new immigration policy is putting thousands of international students at risk of deportation. The CEO of the College Board has taken a stand against it. He joins us to discuss.

Navigating the Volatility, The One Retail Name to Own and Bill Griffeth’s Rapid Fire Return Jul 08, 2020

With stocks having a volatile session after yesterday’s selloff, two strategists on the sectors to buy and which to avoid.

And Bank of America Securities’ retail analyst tells us which name she’s cherry-picking out of the wreckage and giving a ‘buy’ rating.

Plus, Rapid Fire gets even hotter with the return of Bill Griffeth…the panel tackles everything from Facebook’s civil rights fallout to the reopening of Disney to Nikola Corp.

A Broken Record, Restaurant Reality, and Social Media Giants take a Stand. Jul 07, 2020

Tesla, Apple, Netflix, Amazon, these are just some of the same stocks that keep hitting all-times highs. This can’t be sustainable…or can it? We’ll debate.

Plus, one Texas restaurant owner shares his main concern as cases in his state spike and re-opening plans get rolled back.

And, social media giants take a stand in Hong Kong but are they on a collision course with the world’s biggest consumer market, China? We’ll look at how this could impact their bottom line.

Markets Defy Expectations, A New Rapid, Mobile Coronavirus Test and the PPP Recipient List Jul 06, 2020

Stocks are rallying, but big banks like Goldman and Citi aren’t running with the bulls…a look at why the markets are defying expectations and the names to own now.

And the CEO of Becton Dickinson joins to discuss the company’s new rapid, mobile Covid-19 test.

Plus, after the government released a list of PPP recipients, our panelists take a look at the companies that took loans, and the potential pitfalls of making that information public, in today’s Rapid Fire.

Searching for Direction, Restaurant Reality Check, and the Moderna Mystery Jul 02, 2020

Investors seem to think June’s strong jobs gains may not last as the stay-at-home trade keeps going strong. Should you stick with those stocks or not? We’ll ask.

Plus, an inside look at Moderna’s corporate culture and how the company became the frontrunner to develop a Coronavirus vaccine despite not having a single medicine on the market.

And, McDonald’s pausing its plans for reopenings as Covid cases rise. Will others follow suit, and what names are best positioned to weather the storm? We have a restaurant reality check.

Vaccines the driver now?, Tesla Takes Over, and Real Estate Reality Jul 01, 2020

Reopenings and macro data were the key drivers of the market action in the last quarter, will the next six months be driven by vaccine news like today? We debate.

Plus, full speed ahead for Tesla as the company becomes the world’s largest automaker by market cap. Can it keep the momentum going? We explore.

And, we’ll speak with one of New York City’s largest property owners about whether rent payments are picking up as the city reopens.

Investing in a world with no guidance, Facebook faces backlash from advertisers and Boeing’s 737 Max gets back in the sky…for testing. Jun 29, 2020

More than 40% of companies have pulled guidance this quarter, so how do investors invest in a world without clarity? ‘

Plus, more companies – big and small – will stop advertising on Facebook. Will it matter in the long run or will they get through this unharmed? We debate.

And, re-opening and re-closing. The story of one small business in Arizona who opened their shop and closed just 3 days later.

Reopenings Rolled Back, Mortgage Forbearances Rise & The growing Facebook Boycott Jun 26, 2020

With another volatile day on Wall Street, we take a closer look at the biggest catalyst for the markets. Is it the virus or the Fed? We explore.

Plus, Coronavirus mortgage bailouts suddenly swell as homeowners face new struggles. We’ll tell you what they are and what it means for the overall housing market.

And…the list of companies boycotting ads on Facebook keeps growing. We’ll look at whether it could lead to changes and what it means for Facebook’s bottom line.

Under the Radar Plays, Four Economic Scenarios and Bowdoin College’s Back-to-Campus Plan Jun 25, 2020

A volatile day on Wall Street as the reopening of states across the country is put on pause, a top strategist gives his under the radar small cap stocks to buy now.

And with jobless claims climbing, but factory data strong, Morgan Stanley’s Chief US Economist digs through the mixed reports and lays out four possible outcomes for this post -Covid economy.

Plus, the President of Bowdoin College lays out the plans for reopening campus in the fall--which students will be back in the dorms, who will be learning from home and how much it will cost.

Stocks Tumble on Virus Worries, Doubts about Reopenings, and the Stay-at-Home Trade. Jun 24, 2020

Stock getting slammed as Covid cases spike across the country. We’ll look at the hotspots and what it could mean for states reopening, and for the markets.

Plus, from restaurants, to casinos, to banks, we drill down on the individual sectors and the big movers.

And, as cases spike, we look at the stay-at-home trade and the names that could benefit.

Stocks Too Overheated?, The $600 Debate, and How to Get Into College without SATs Jun 23, 2020

Stocks rallying again today with the Nasdaq touching a new record high—we dig in for buying opportunities as some worry the market is too overheated.

And, the $600 wedge: why some people may rejoin the workforce despite making more on current unemployment benefits and what needs to be done to keep the economy running.

Plus, the soaring under-the-radar stay-at-home trade, MLB’s reopening plan, and how to get into college in a post-Covid world. That’s all in today’s Rapid Fire.

Too Top-Heavy?, SEC Shuffle Winners, and the Great Covid Coin Shortage Jun 22, 2020

Apple is once again nearing record highs, and it exerts a ton of force on the markets. We take a closer look at whether this market is too top-heavy.

Plus, billionaire investor, Mike Novogratz, says the shuffle at the SEC is going to be positive for one area of the market. He tells us which one.

And, why the recent pandemic has many businesses and consumers hoarding coins.

Stocks Pare Gains on Renewed Coronavirus Concerns, Apple’s App Store Battle, “Follow the Yellow Brick Road” Jun 19, 2020

News that Apple is reclosing some of its stores amid a surge in coronavirus cases caused stocks to pare early gains and head into the red, we discuss whether this is the news bearish investors were awaiting.

And it’s not just store closing Apple is dealing with, we take a look at what an ongoing fight with a prominent developer—and increasing attention from regulators both here and overseas—could mean for the company.

Plus, Morgan Stanley’s Chief US Equity Strategist on why he’s upping his price target on the S&P 500 despite the uptick in COVID cases and why investors should “follow the yellow brick road.”

What jobless claims are telling us, Nikola’s first analyst call, Fleeing to Florida, the economic hit from ‘Work From Home’ Jun 18, 2020

Investors are trying to read the tea leaves of the latest jobless claims numbers for a look at where the economy may be here. We look at the trends, the fallout and what it means for the markets. Plus, Nikola has doubled in a month and it’s diving head first into the EV market, taking on Tesla. The first analyst to initiate coverage on the stock tells us why it’s a buy here.

Powell’s Warning, Biggest Apple Bull, Vaccine by November? Jun 16, 2020

A life-saving treatment for coronavirus and record retail sales in May pushed stocks higher despite Fed Chair Jay Powell’s warning about the economic downturn and more shutdown measures back in place in Beijing. A panel of experts discuss what’s next for the economy, the markets and your money.

And Citi is now the biggest Apple bull on the street with a $400 price target. The analyst behind that call looks at the headwinds—and tailwinds—for the company.

Plus, the healthcare strategist who says there will be a coronavirus vaccine ahead of the US Presidential election joins us with who’s leading the charge.

Bulls vs. Bears, Covid Cases Spike, and 1999 all over again? Jun 15, 2020

With the Bulls and Bears battling it out on Wall Street, we look at who’s bound to have the upper hand, and what that means for your money.

Plus, almost half of all U.S. states are reporting a rise in Covid cases but is the case count really what investors should be watching? We’ll explore.

And…there’s something happening in the market that we haven’t seen since the late 1990s and one of our guests calls it “the perfect storm.” He tells us what it is and why it could spell trouble for Wall Street.

The Corporate Debt Threat, Restaurants’ New Reality, and Time to Buy Oil? Jun 12, 2020

Corporate America has been on a borrowing binge this year, could we be setting ourselves up for a very slow economic recovery because of this? We’ll explore.

Plus, Darden’s former CEO joins us with his take on the future of the restaurant industry and who is best positioned to adjust to changes in a post Covid world.

And, oil is on pace for its first negative week in seven and one market watcher says now is the perfect time to buy. He tells us why.

Finding Opportunities in the Market Sell-Off, Corning’s Vaccine Effort, The Day Trader Effect Jun 11, 2020

With the Dow falling more than 5% in its worst drop since mid-March, one trader tells us which names he’s cherry picking amid the sell-off.

And the CEO of Corning joins to discuss how his company is joining the fight to find a coronavirus vaccine as biotech companies make big advances in potential treatments.

Plus, we take a look at the effect the surge in day trading has had on the market and whether it spells more froth ahead.

The Fed’s Next Move, Kudlow on Fourth Round of Stimulus, Starbucks’ Strategy Shift Jun 10, 2020

The Dow falling for a second straight day, while the Nasdaq touches a record intraday high ahead of the Fed’s interest rate decision. We examine the moves still available to help keep the economy humming.

And the White House saying there is a very good chance there will be a fourth phase of stimulus, NEC Director Larry Kudlow joins to discuss.

Plus, why Starbucks is taking a page from rival Luckin Coffee’s playbook.

Sign of a Top?, The Tesla Rally, and Woes from Home. Jun 09, 2020

The Dow is taking a breather, the NASDAQ crossing 10,000 for the first time ever, and the S&P is up over 25 percent since mid-March. We look at whether this market could be topping out.

Plus, legendary investor Ron Baron says Tesla will be up ten fold from where it is today, even as the stock hits all-time highs. Will he be proven right? We debate.

And…why work from home could backfire for companies.

The Rally Marches on, Reopening NYC, i-Search Ahead? Jun 08, 2020

With stocks continuing to rally--despite the National Bureau of Economic Research declaring the US is in a recession--a top asset manager discusses the sectors that are poised for gains.

And, the CEO of Empire State Realty Trust, which ones the famed Empire State Building, discusses the reopening of NYC and what the city looks like post-COVID 19.

Plus, Google pays billions of dollars to be the default search engine on Apple’s operating system, but what happens if Google stops paying up? One analyst says it’s time for an Apple search engine and suggests one to buy.

Jobs Shocker, Dow Powerhouses, and Mortgage Rates Spike Jun 05, 2020

Today’s jobs report defying all expectations, showing job growth and fewer unemployed Americans. So did the stock market have it right all along? We’ll explore.

Plus, Boeing shares up 124% and Apple up 50% since the March lows, we’ll take a closer look at what’s driving the gains of these two Dow Powerhouses.

And, the surge in bond yields isn’t great news for homebuyers shopping this weekend. We’ll tell you what it means for the overall health of housing.

Can you Trust the Rally?, What’s Next for Muni Bonds, Retail Tenants Leave Rent Unpaid Jun 04, 2020

Markets on track for their third straight week of gains, but can you trust the rally? One strategist says he’s not overreaching right now.

And, the CEO of the largest minority- and woman-owned investment bank joins us to talk everything from how to make businesses more inclusive to the muni bond market.

Plus, with retailers not paying rent, we take a look at the legal battle commercial landlords will be facing and and how the mess could leave local governments holding the bag.

Small Caps are the Next Big Thing, Healing America, IPO Comeback? Jun 03, 2020

Stocks staging yet another rally today, one strategist tells us why small caps are the next big thing.

And Franklin Raines, former Fannie Mae CEO and the first African American CEO of a Fortune 500 company, weighs in on what corporate America needs to do to help heal the country during this time of social unrest.

Plus, the CEO of Silicon Valley Bank discusses whether IPOs are set to stage a comeback and what the tech landscape will look like post-pandemic.

Markets Shrug Off Unrest, The Changing Retail Landscape and Facebook Employees’ Dissent Jun 02, 2020

With stocks shrugging off ongoing civil unrest in America on top of coronavirus concerns, we take a look at why the markets don’t seem to care and what you should do with your money.

And a former retail CEO weighs in on why he’s staying positive on the sector, while also anticipating big corporate changes thanks to the COVID-19 pandemic.

Plus, Facebook employees organize a virtual walkout after it refuses to moderate a post by President Trump. The Verge’s Casey Newton and former Facebook Chief Security Officer Alex Stamos discuss what that means for Facebook, and why social media can’t ‘de-platform’ the President.

Wall of Worry, A Historic Launch, and “Just Don’t Do It” Jun 01, 2020

The market adding civil unrest to the wall of worry, which already includes the showdown with China and the Coronavirus Pandemic. Are investors walking into a trap? We’ll take a closer look.

Plus…what NASA and SpaceX’s historic launch means for the future of American spaceflight, SpaceX, and Tesla, as Elon Musk’s reputation keeps growing.

And, why NIKE saying “Don’t do it” could be a lesson for other companies on communication during a crisis.

U.S.-China Tensions, Trump vs. Twitter, and an Epic Housing Shortage. May 29, 2020

Stocks had a nice run this month but just as the markets are finding their footing, investors have to deal with a new worry, China. We look at what’s at stake for your money.

Plus, the war of words between the White House and Twitter heating up, the stock is down again, is Jack Dorsey going to regret policing political speech? We have the latest.

And more on the epic supply shortage in housing, the impact on prices, and on the overall housing market.

Kudlow’s big rebound prediction, Shoppers Surprise, and Back-To-Work Bonuses? May 28, 2020

National Economic Council Director, Larry Kudlow, sounds off on U.S.-China tensions, the state of reopening, jobless claims, paying companies to come home, and paying workers bonuses to get back to work.

Plus, the man behind the idea of back-to-work bonuses…Senator Rob Portman joins us with a closer look at how his plan would incentivize the unemployed to find a job.

And, new retail data that caught one of our guests completely off guard. A look at the numbers and what it could mean for the industry going forward.

Room to Run, the Race for a COVID-19 Antibody Drug, and the Most Underappreciated Risk May 27, 2020

Another rally on Wall Street and two strategists both say there’s more room to run…where they’re finding opportunities.

The CEO of AbCellera joins to discuss the company’s partnership with Eli Lilly in the race for a COVID-19 antibody drug.

And two policy strategists weigh in one of the biggest and most underappreciated risks for the market right now.

Plus, a ‘cool’ trade for the summer.

Hunting for Yield, the “Sharpest and Shortest” Recession, and HBO’s New Streaming Service May 26, 2020

As stocks stage a major rally on vaccine hopes, two strategists reveal where they’re hunting for yield—including an under the radar play.

Plus, one economist explains why he thinks a V-shaped recovery could still happen.

And HBO Max, the most expensive streaming service to hit the market, launches tomorrow…the man behind it joins to talk timing, content and competition

U.S. -China Showdown, Slow & Steady Wins, and “Some Good News.” May 22, 2020

Protests erupting in Hong Kong after China’s government proposed a new security law aimed at bringing Hong Kong under full Chinese control. We look at the fallout for the markets, and the complicated position it puts the U.S. in.

Plus, there’s one part of the market that is outperforming all three major averages and every other sector. We’ll break down what it is and if you should play it.

And, ViaccomCBS buying the pandemic’s hottest new show, “Some Good News”, from John Krasinski. Is it just a Corona-one-hit-wonder or the start of a new content wave? We’ll debate.

Housing One-Two Punch, Vaccine Safety, and Teflon Tech? May 21, 2020

Existing home sales in April dropping to the lowest point in nearly 10 years as the market got a one-two punch from inventories and prices. So did we hit a bottom in April? And how quickly can the housing market recover? We’ll take a closer look.

Plus, the world is racing to develop Covid-19 vaccines at record pace, and at a time when there’s still a lot we don’ t know about the virus. We look at the safety concerns.

And, is tech the Teflon sector? One analyst says yes. He tells us why and where he sees tech going from here.

Growth Versus Value, Mansion Mania and the Future of Flicks May 20, 2020

With growth stocks are outperforming value names by the widest margin in decades, two portfolio managers duke it out over which is the better bang for your buck.

And, from mortgages to mansions—we get reads on the hottest trends in housing.

Plus, the CEO of Sony Pictures entertainment joins to discuss Apple TV spending $70m for its new Tom Hanks’ picture and the future of the movie industry as states reopen.

Next Phase of Relief, The Honey-Do List is the New Trend and the Banks Ripe for Buying May 19, 2020

After Secretary Steve Mnuchin and Fed Chair Jerome Powell gave remote testimony in front of the Senate Banking Committee, we discuss what the next phase of relief out of Washington could look like.

And as the retailers report earnings this week, we take a look at why the good ol’ honey-do list could be one of the new trends in the sector.

Plus, as banks underperform, the CEO of KBW, which advised on two-thirds of the largest bank mergers last year, joins to discuss where he sees opportunities for M&A in the sector.

Coronavirus Hopes, Big Bets on Biotech, and Jordan Rules. May 18, 2020

Markets rallying on promising vaccine news and reassuring words from Federal Reserve Chairman Jay Powell. We’ll talk about what it means for your investments.

Plus, investors -big and small-are flocking into the biotech sector in large numbers. We’ll look at the names they’re flowing into and whether you should follow suit.

And, if Michael Jordan were a stock, analysts would have a buy rating on the former basketball icon. We will tell you why.

Stocks Slide, Genetics & Covid-19, and Keep the Middle Seat Open? May 15, 2020

Stocks continue to sell off amid increasing China tensions and some weak economic data. One of our guests says there are five things that could cause a another selloff from here. He tells us what they are.

Plus, there’s so much we don’t know yet about Covid-19, including what role genetics may be playing in how severely someone gets infected. The CEO of 23andMe joins us with what her company is doing to get to the bottom of it.

And, there’s a battle brewing between Washington and the travel industry over whether or not they can mandate airlines to operate at 60 percent capacity to keep people safe. We look at the potentially fallout for the industry.

First Depression of our Lifetimes?, Reopening Malls, and Casinos of the Future. May 14, 2020

Eurasia Group’s Ian Bremmer says we’re in the first Depression of our lifetimes and massive relief and subsidies are needed to get us through it. He joins us live with how much pain he sees ahead.

Plus, we check back in with one luxury mall owner and operator since he started reopening some of his properties. He tells us how much foot traffic he’s seeing and which brands are doing better than others.

And, Casinos are eager to reopen as they’ve watched their stocks sink over the past three months. When they do though, the things we’ve come to expect…slot machines, table games and buffets… may look and feel very different. We’ll have a closer look at the path forward for the industry.

A Long Winter Just Weeks Away from Summer? This University Will Have Students Back on Campus and the Supply Chain Moves Back to China. May 13, 2020

Stocks selling off as Fed Chair Jay Powell delivers downbeat commentary earlier in the day, adding him to the list of heavyweights, including Warren Buffett and Sam Zell, to warn about the economy. So, should investors be ready for a long winter as we head into summer? We discuss.

And, companies shifted supply chains from China to other parts of the world like India and Vietnam due to the US trade war…now it’s shifting back to China as those countries grapple with COVID-19. We have an insider’s look at the shifting supply chains.

Plus the President of Kelly’s alma mater, Washington and Lee University, joins with how they’re readying to get students back on campus in the fall.

Pricing in Negative Rates?, Unchartered Waters, and Surprise Forbearance. May 12, 2020

A slew of policymakers have come out against the idea of negative rates in the past couple of days but the President likes the idea. We take a closer look at whether negative rates would do more harm than good to the U.S.

Plus, the Fed is boldly going where it’s never gone before….the ETF market, specifically corporate bond ETFs. We’ll look at why this could help brighten economic prospects not just for Wall Street.

And, the Cares Act encouraged mortgage servicers to give forbearance to anyone immediately, no questions asked. Turns out, they may have taken that guideline a little too far. We’ll tell you why.

Disney Reopens its Shanghai Park, China is Hacking Pharmaceutical Companies and Choice Hotels CEO on the Future of Travel. May 11, 2020

Disney reopening its Shanghai Disneyland, making it the first park to reopen during the COVID-19 pandemic—we go live to Shanghai for the details and hear from Disney CEO Bob Chapek on Disney’s path forward to reopening.

Plus, the Department of Justice’s assistant Attorney General for National Security joins to discuss the “holy grail” of biomedical research and why China is launching cyberattacks on US pharmaceutical companies.

And as more states reopen across the country, Choice Hotels CEO Pat Pacious weighs in on the challenges facing the industry and what hotels could look like in a post-coronavirus world.

Labor Secretary Scalia on April’s Record Job Losses, the Surprising Industries Still Hiring and What Will the Return of Sports Look Like? May 08, 2020

20.5 million jobs were lost in the month of April, sending unemployment to 14.7%. Labor Secretary Eugene Scalia joins to discuss the economic impact and whether the worst is behind us.

Plus, during record unemployment, a check on the top industries hiring and the positions that are most in-demand.

And, with the NFL announcing its full-season schedule yesterday, we’ll get an inside look at the timelines for the return of professional and college sports.

A Wall Street Rally, Campus Conundrum, and Silicon Valley Layoffs. May 07, 2020

Stocks rallying on positive drug news, earnings, and optimism that the economy will improve as states start to reopen. We’ll look at how investors should position themselves as the markets and the economy show signs of life.

Plus, a battle is brewing in the education world as to when colleges should open. We’ll speak with the President of the Arizona University who says they’re absolutely planning to reopen at the end of August.

And, Silicon Valley is shedding thousands of jobs amid the pandemic. We’ll look at what areas are getting hit the hardest and what we could see when the economy recovers.

Zero Visibility, PPP Problems, and a Path Forward for Autos? May 06, 2020

Companies across all sectors are pulling guidance as Covid-19 continues to take its toll on the economy. So how do you invest in a market with no clear outlook? We’ll ask the experts.

Plus, a new study by the Federal Reserve shows loans haven’t been going to the hardest-hit areas. We’ll tell you why.

And, as auto sales have been hit hard, we’ll speak to the CEO of one company that’s found a way for dealerships to move inventory without people visiting their showrooms. He tells us why he thinks this could be a path forward for the industry.

Reopening Rally, WeSue, and What Should Disney Do? May 05, 2020

A CNBC rapid survey showing that economists are feeling positively about third quarter growth, so what should investors do? One top strategist tells us why it’s a bond picker’s market.

And WeWork founder Adam Neumann is suing SoftBank for reneging on a multi-billion dollar lifeline. The details on how a relationship went sour and the battle between the personalities behind the two companies.

Plus, Disney reports earnings after the bell…with parks shuttered, sports cancelled and movie sets dark, one analyst has the alternative form of entertainment Disney could tap into during the ongoing pandemic.

Relief Rally Over?, Health vs. Jobs, and Crisis in Columbus. May 04, 2020

One of our guests correctly called the March bottom and the rebound in energy stocks. Now he says this market rally may be over. He joins us to make his case.

Plus, as states begin to reopen, some workers are facing a difficult choice between their health and their livelihood. We have the details.

And, Columbus, Ohio has been hit particularly hard financially by the pandemic. The city’s mayor joins us to talk about the challenges ahead as Ohio starts to reopen.

Wall Street Selloff, Reopening Malls, and Musk “Downgrades” Tesla. May 01, 2020

Stocks selling off after a historic month of April. Do investors simply have a hangover or is there real fear that the “new normal” as parts of America reopen is going to be really slow and take a really long time? We’ll take a closer look.

Plus, text the store, wait in your car. That’s the new normal at one Detroit mall reopening with curbside pickup today. We’ll talk to the owner of that mall about how it’s going and how they plan to keep people safe.

And, Tesla tumbles as Elon Musk goes on a tweet storm about the stock price. We have the details and what else the Billionaire had to say.

The Fed’s Money Moves, Apple’s Influence, and Small Biz Concerns. Apr 30, 2020

The Fed is expanding its Main Street lending program to include more businesses and types of loans. But are the Treasury and the Fed taking enough risk to help the economy, and are we seeing that they may not be on the same page? We’ll take a closer look.

Plus, as Apple goes, so goes the market. It sounds like an exaggeration but we’ll show you why it might not be.

And, we’ll talk to a CEO whose company makes key parts for ventilators and says they’re getting hit, not just by the pandemic, but also by the ongoing trade war with China..

Is the Rally for Real, Vindication for the Fed and The End of the Sharing Economy? Apr 29, 2020

With the Dow climbing 500 points today, the market rally has started to broaden out beyond the FANG stocks… can investors trust this positive momentum? Two strategists weigh in.

And with just minutes before the Fed’s interest rate decision, we take a look at why the problems with the Small Business Administration’s PPP lending system could vindicate the Fed for taking its time executing its stimulus plan.

Plus, Lyft and Uber announcing massive layoffs. WeWork letting 100 people go at its San Francisco office and Airbnb lowering its valuation…could this pandemic bring an end to the sharing economy? We discuss.

Consumer Confidence Crushed, The Street’s Only “Sell” Rating on Amazon and the College Cash Conundrum Apr 28, 2020

Consumer confidence tanked in April, posting it’s second biggest drop ever. The CEO of The Conference Board tells us what steps need to be taken to revive the economy—and why things could be looking up.

R5 Capital’s Scott Mushkin is the only analyst on the Street with a ‘sell’ rating on Amazon…what’s got him bearish about the tech giant.

And Northwestern University was given $8.5m in federal aid from the CARES Act, NU President Morton Shapiro discusses the current challenges facing academia and why the college is returning the money.

Plus, the CEO of Waffle House on the future of dining out as restaurants in Georgia reopen.

Wall Street vs. Main Street, from Disease to Debt, and the College Cash Crunch. Apr 27, 2020

The S&P is now just 15 percent beneath its all-time high and 30 percent from the lows a month ago despite a pandemic that’s cost 26 million jobs. So is the stock market being too optimistic? We take a closer look at the disconnect between Wall Street and the real economy.

Plus, after the disease come the debt. The U.S. is heading for a nearly 4 Trillion dollar deficit this year. How can things get back on track? We’ll explore.

And, public colleges are losing millions in state funding across the country as state budgets take a huge hit. We’ll look at the ripple effect- including closures-this could have for years to come.

Write Off Earnings?, the Wild, Wild West of testing, and the Office of the Future Apr 24, 2020

Many investors are writing off this earnings season due to the coronavirus but Mohamed El-Erian of Allianz says it’s very important. Who’s right? We debate.

Plus, antibody tests are considered key to reopening economies but they are raising alarms. We speak to one expert who says it’s the wild, wild west out there.

And, when workers finally return to work, the offices they return to, will likely look very different. We’ll tell you what kind of changes could be coming your way.

Potentially Bad News for Gilead, Oil Tanker Boom & Housing Shock Ahead? Apr 23, 2020

Stat News reporting that the WHO posted the results of a drug trial in China that revealed Gilead’s remdesivir, an antiviral it had hoped could treat COVID-19, was ineffective. The news sent shares sinking…we talk to the reporter behind the story. And oil clawing its way back after its historic collapse earlier this week, the CEO of a tanker company joins with why that drop is a boon for his company. And new home sales falling sharply in March, Bank of America’s Michelle Meyer joins us with her near- and long-term housing forecasts.

Stocks Bounce Back, Roadmap to Reopen, Chipotle’s New Normal. Apr 22, 2020

Stocks are rallying for the first time in three days thanks to a reversal higher in oil, earnings, and the Senate passing another massive relief package. But is it enough to keep these markets afloat? We debate.

Plus, many companies will have to dramatically change the way they do business when economies reopen. One of our next guests advises companies on how to do just that after a crisis. She tells us what steps will be most critical to succeed in a “new normal.”

And, strong digital sales helping Chipotle beat on earnings but profits were still down and the company suspending its guidance. CEO Brian Niccol joins us to talk about that and what kind of “new normal” he sees for his business, and his industry, ahead..

Oil to -$100 per barrel?, Market Opportunities, and Help Needed. Apr 21, 2020

The oil selloff continues and one of our guests says the worst it yet to come with -$100 per barrel a real possibility next month. We look at what that would do to an already battered energy industry.

Plus, the crude collapse weighing on stocks today but it’s not all bad news. We look at some of the opportunities in the markets.

And, they are some of the most critical workers needed right now but new nursing grads are facing a roadblock getting into the field. We’ll tell you why.

The crude collapse, a retail reckoning and protest pressure Apr 20, 2020

The May oil contract collapses, sending U.S. crude prices on track for their worst day ever. We explore what it means for the broader energy market, and the millions of workers who depend on the sector for their livelihoods.

Plus, many retailers were already struggling BEFORE the COVID-19 crisis. But with even more bankruptcies on the horizon, what might the retail landscape look like after the lockdowns end? We’ll ask.

And, workers across the nation are protesting Coronavirus shutdowns as unemployment soars, including in New Hampshire – but is it too soon to get back to work? We’ll ask NH Governor Chris Sununu.

Stocks Rally, The Big Reopening Debate, and Alexa, do I have Coronavirus? Apr 17, 2020

Stocks are rallying today on hopes that Gilead’s Coronavirus treatment could be working. We have the details and whether investors can trust this rally.

Plus, President Trump wants states to step up their testing but access to tests is still uneven. We have the latest from Washington and where things stand on the testing front across the country.

And, more and more people are turning to technology for information on the coronavirus. We’ll have a look at the kind of healthcare questions Amazon’s Alexa is getting and the privacy concerns that come with it..

A Bevy of Bad News, Bail Everyone Out?, and Hitting a Ceiling Apr 16, 2020

Stocks mostly slipping today as investors digest another day of awful headlines.

Should we brace ourselves for another move lower? We’ll ask the experts.

Plus, Billionaire Barry Diller says everyone should get a bailout but the government doesn’t agree. A look at why some of the big retailers can’t participate.

And the CEO of Vista Bank says the night of April third was one of the most momentous in his bank’s 108-year history. He tells us why.

Stocks Sell Off, Tech Takes the Lead, and Testing Access Inequities? Apr 15, 2020

Stocks sell off after a swath of terrible economic news from retail sales to manufacturing. Is it time to hit the pause button on this rally? We debate.

Plus, some of the biggest tech names have been big leaders this month. We’ll tell you which ones and whether the run can continue.

And, how did every single resident on wealthy Fisher Island and their staff get an antibody test when many doctors and patients across the country still can’t? We have more on that controversial story.

Stocks Rally, The Reopening Debate, and Caught in the Middle. Apr 14, 2020

Stocks are rallying but the latest Bank of America Global Fund Manager Survey is showing extreme pessimism. A look at why and whether you should be concerned.

Plus, as the debate over reopening state economies continues, we look at when and how it could happen.

And, with 3.5 million students preparing to graduate from universities around the country, we look at the heartbreaking challenges many of them could face.

: The Good, The Bad & the Ugly, Tougher to get a Mortgage, and a big Tech Collaboration. Apr 13, 2020

Stocks sell of as investors weigh virus concerns, the OPEC+ Pact and earnings ahead. We look at the good, the bad and the ugly and what it means for your money.

Plus, it’s about to get harder to get a mortgage. We tell you why and what it means for the overall housing market.

And, Apple and Google team up to track the virus. We look at how it would work and why not everyone is excited about the collaboration.

Fed’s new $2.3T Program, No Magic Wand, and it’s all about the Math! Apr 09, 2020

Stocks rally as the Fed unleashes $2.3 trillion more to support the economy. There are some important new details on who’s getting help. We’ll break it down.

Plus, Bill Gates says the economy won’t magically go back to “normal” when people return to work. A look at the challenges he sees ahead.

And, unprecedented cuts in the oil market are necessary to bring stability to prices. Will we get them? It’s all about the math and we’ll take you through it.

Stocks get a Boost, Small Biz Bailout, and the Streaming King. Apr 08, 2020

Stocks rally as the government sounds slightly more optimistic on the spread of the virus, congress says more stimulus may be ahead, and some election uncertainty gets removed with Bernie Sanders suspending his campaign. So could the market be setting up for a bottom? We take a look.

Plus, Treasury Secretary Steven Mnuchin says “the money will be there” as demand for loans explodes. The CEO of Paychex joins us with a look at the flow they’re seeing and advice for businesses who are waiting for funds.

And, the competition may be growing but it appears that Netflix has a solid grip on the streaming viewership. Just how big of a lead do they have? We have the numbers.

Stocks Rally for 2nd Day, States swap Supplies, and Silicon Valley Layoffs. Apr 07, 2020

Stocks rally for a second day but is it just a relief rally or the start of sustained gains? We debate.

Plus, the fallout from the pandemic is impacting states in different ways.

Some are turning to tech for help, and some are turning to each other. We’ll tell you what they’re doing and whether it’s working.

And start-ups have not been immune to layoffs as companies look to rein in spending. We look at how hard Silicon Valley has been hit.

A Massive Rally, a “Monumental Undertaking”, and the Zoom Backlash Grows. Apr 06, 2020

Stocks rallying on hopes that the coronavirus may start to level off soon but efforts to flatten the curve are taking a toll on the economy. We look at where we are and what we can expect from here for the economy and the markets.

Plus, Larry Kudlow calls the small biz loan program a “monumental undertaking”, as application volume soars. We look at what the process has been like for small businesses.

And, shares of Zoom fall as the backlash against the company grows. New York City now banning the technology platform for its schools over security concerns. We look at what went wrong.

The End of Record Jobs Growth, Stimulus Rollout, and a Tipping Point for Energy. Apr 03, 2020

The record-setting pace of jobs growth coming to an end today with more than seven hundred thousand jobs lost in March but today’s report doesn’t really capture the crisis yet. We look at what we can expect from here.

Plus, today is the first day small businesses can request cheap government loans to get through the Coronavirus crisis but not everyone is able to get up and running today. We have the latest.

And, one of our guests says it could take the oil market up to two years to recover from the damage done by this outbreak. We’ll ask him how much worse it could get before it gets better.

Record-setting jobless claims, a rally for stocks, oil surges and the race for a vaccine Apr 02, 2020

New unemployment claims doubled to 6.6 million from last week's record-setting 3.3 million. We’ll explain what that means for workers and our economy.

And, markets erased early losses on the back of a huge surge for crude oil. What does it mean as big energy CEOs head to the White House tomorrow? We’ll ask.

Plus, Moderna is leading the way in the race for a COVID-19 vaccine. We’ll talk to its Chairman about research, funding and more.

Virus Worries Weigh on Stocks, Ramping up Testing Capacity, and a new Housing Reality. Apr 01, 2020

A new month, a new quarter but the same volatile markets. One of our guests says there are opportunities popping up however that shouldn’t be ignored. He tells us where they are.

Plus, one biotech investor’s bold idea to fix the Coronavirus testing crisis.

And, borrowers are flooding servicers with forbearance requests and New York is asking for a rent freeze. We look at the new housing reality.

A quarter to forget, economists slash GDP forecasts again, social distancing working?, and air travel plummets Mar 31, 2020

The Dow is set to close out its worst first quarter ever. What can investors expect as we head into Q2 and beyond? We’ll ask.

A number of firms are slashing their second quarter GDP forecasts even further. We ask J.P. Morgan’s Chief Economist why he just dropped his estimate by an extra 11%, and what it means.

Plus, new data from Kinsa shows that fevers – a leading indicator of COVID-19 infections – are dropping across the country as social distancing measures take effect.

And, some eye-popping numbers from the TSA show Americans are taking sheltering in place seriously. We’ll explain.

50 million Job Losses Ahead?, Oil Plunges, Promising Vaccine News, and the Fed’s unintended Mortgage Mess. Mar 30, 2020

New data from the Federal Reserve suggests the coronavirus could lead to nearly 50 million job losses and an unemployment rate of 32%. We look at the potential fallout for the markets and the economy.

Oil drops below $20 a barrel overnight. This as world demand is forecasted to plunge 20% from last year. Are bankruptcies inevitable at this point? We’ll ask.

Plus, shares of Johnson & Johnson higher on news that the company could have a vaccine ready in record time. Abbott Labs announcing some positive news of its own. We get you caught up with all the latest drug headlines.

And, the Fed’s effort to help the mortgage market could end up having the opposite effect. We’ll tell you why.

Stocks Tumble, House Passes Historic Stimulus, and College Chaos. Mar 27, 2020

The House passes the $2 trillion relief package. We look at what’s in it for small businesses…who’s eligible, how much they would get, and the kinds of strings attached.

Plus, Vice President Pence says market fundamentals are strong but are they strong enough to get us bouncing back? We debate.

And…the college admission process has been turned on its head as students are forced off campus, sports are canceled and the future of international students is in doubt. We look at the ripple effect that’s having.

Jobless Claims soar, a new Covid-19 test, and a new threat to malls. Mar 26, 2020

Jobless claims jump nearly fivefold from the record set in 1982, and Fed Chair Jay Powell says “The Fed is not out of ammunition.” We look at what that all means for the markets and the economy.

Plus, a new test is making its way to the U.S. that can not only detect Covid-19 but also 20 other infections with similar symptoms. The CEO of the company that makes it joins us next.

And, more and more restaurants telling their landlords they won’t be able to pay the rent come April 1st. A look at the impact that could have on already struggling malls.

A Stimulus Rally, Cracks in the Real Estate Market, and Big Bullish Calls. Mar 25, 2020

Stocks are taking off as a historic stimulus bill gets closer to being the law of the land. We have the latest on where things stand and what’s actually in the bill.

Plus, the real estate market is showing cracks already and the new stimulus bill could turn the residential mortgage market upside down. We’ll tell you why.

And, from chocolate to cheese to fries… some bullish sentiment on Wall Street on some consumer names. We’ll tell you who they are.

A Massive Rally, Electronic Home Closings, and a 30% Drop in Q2 GDP? Mar 24, 2020

A massive rally on Wall Street on hopes for a stimulus plan but can this rally be trusted? We look at where you can find safety in the markets amid the volatility.

Plus, Morgan Stanley sees a 30% drop in second quarter GDP. The Bank’s Chief U.S. economist tells us why and what else we should be bracing for.

And, social distancing is taking a toll on the housing market with thousands of refis and home sales in jeopardy. To work around this, some senators have introduced a bill that would make closings electronic. We have the details.

Larry Kudlow bets on America, could oil go negative?, and some bullish calls amid the downturn. Mar 23, 2020

Larry Kudlow says the government will do whatever it takes to keep the economy going. What he’s suggesting and why he says you should stay in the market.

Plus, one oil veteran says he wouldn’t be surprised to see crude oil go negative. Is he right? We debate.

And, some analysts are seeing buying opportunities in the wake of the market plunge. We’ll tell what stocks they are bullish on.

The rally that won’t hold, the politics get harder, small caps – big hits, some companies are hiring, and Senator Kelly Loeffler defends her stock sales. Mar 20, 2020

The economic outlook gets weaker – just how low will we go? Will part three of Washington’s coronavirus bill stand a chance?

A deep dive into the downturn in small caps with the Jefferies lead portfolio manager. Senator Kelly Loeffler of Georgia defends the stock sales that’s drawing all the wrong kind of attention.

Recession Forecasts, Oil Rebounds, and no bottom in sight for airlines. Mar 19, 2020

JPMorgan forecasting a big recession ahead. We’ll talk to the bank’s chief economist about just how bad he thinks it’s going to get.

Plus, Oil rebounding today after plunging to its lowest level since 2002. We look at where the price of oil could go from here.

And, American Airlines CEO Doug Parker says this is the worst crisis he’s ever seen and a federal aid package will only go so far. We have the details.

Exceptional Buying Opportunity?, Boeing’s Worst Month Ever, and Casino Crushed as Vegas Shuts Down. Mar 18, 2020

Legendary investor Bill Miller says there have been 4 great stock market buying opportunities in his lifetime. This is the 5th one, and he tells us what areas of the market look particularly attractive right now.

Plus, Boeing is on pace for its worst month ever and asking for $60 Billion in federal aid. We have the latest and what it all means for Boeing’s future.

And, Casinos lower again after the Nevada Governor ordered a 30-Day state-wide shutdown. We look at what that will do to Casino operators’ bottom line.

Stimulus Progress, Restaurant & Retail Pain, and a potential Coronavirus Breakthrough. Mar 17, 2020

Another whipsaw day for Wall Street with the Dow soaring as the Fed and the White House step in to calm investors. Is it enough to keep the economy going and spark a turnaround for the markets? We discuss.

Plus, “it will get worse”, that’s what one of our guests is saying about the retailers. From the stocks best and worst positioned to the retail credit crunch, we’ll have more on the fallout for the sector.

And, Regeneron says it aims to have a potential Covid-19 drug ready for clinical trials by early summer and it’s not the only Biotech company working on ways to fight the pandemic.

We’ll talk to Johnson and Johnson’s chief of research about what his company is doing.

Markets in Turmoil, Retailers closing stores, and Netflix may not be Coronavirus-proof. Mar 16, 2020

Stocks sinking again as action from central banks around the world fails to re-establish investor confidence. So did the Fed not do enough or was it not the right kind of help? We debate.

Major retailers are closing stores and reducing hours, putting more pressure on an already stressed sector. We look at who’s shutting down and who could end up shutting down for good.

Plus, Netflix may not be as coronavirus-proof as you may think. We’ll tell you why.

A Market Rally, What Washington Needs to Do About Coronavirus, and the Housing Market Hit Mar 13, 2020

Stocks rallying after central banks around the world injected liquidity into the financial systems, is this the boost markets need to stabilize? We discuss.

A former IMF official lays out his plans to boost the economy.

And homebuilding stocks fall as rates go lower, but that’s not the only risk to the housing. Coronavirus has already impacted the market…we get a read across the country.

Liquidity concerns, airlines get crushed, and no pandemic playbook. Mar 12, 2020

The Fed announcing a bond buying program as the scramble for cash intensifies and liquidity concerns throw global bond markets into turmoil. We look at the Fed’s big move and the impact it could have on the markets.

Plus, airline stocks getting crushed following the President’s European travel ban. We speak to a guest who says the pandemic could serve as a liquidity stress test for the sector.

And a growing list of sports leagues suspending games or banning fans. We look at just how big the financial fallout could be.

Stimulus Proposals, Bank Executives at the White House, and Oil Patch Bankruptcy Worries. Mar 11, 2020

More confusion and mixed messages from Washington on whether Coronavirus relief is coming.

We look at the various proposals being floated and what kind of difference they would actually make.

Plus, bank executives are being called to the White House but what does the administration hope to get out of the meeting?

And with oil sharply lower, worries about bankruptcies in the oil patch continue. We check in with one guest who says he has some idea of how this might play out across the industry.

A Wild Ride on Wall Street, Why Investors Could be in for Months of Pain, and Four Cancelled Conventions Could Spell Disaster for Illinois Mar 10, 2020

The Dow swinging 1100 points throughout the session after President Trump said he was prepared to announce ‘dramatic’ actions to stimulate the economy, but it’s come to light there’s not quite a solid plan in place yet. What’s actually on the table in Washington.

A top strategist says investors could be in for a months-long negative market event, and it could change how pension funds invest for the long-term.

And Chicago is home to the biggest convention center in the western hemisphere, but coronavirus fears have led to the cancellation of four major events in the past few weeks, costing the city hundreds of thousands of dollars. We’ll tell you how the Windy City is going to handle that hit.

A Historic Day on Wall Street, Oil Prices Plunge, and Record Lows for Yields. Mar 09, 2020

Turmoil on Wall Street with the Dow down more than 2000 points at the low and market-wide circuit breakers being triggered to stem some of the selling. From the NYSE to the CME and the NASDAQ, we follow all the biggest moves.

Plus, as an oil price war breaks out between Saudi Arabia and Russia, we’ll look at where oil goes from here, the impact on energy producers, and the geopolitical ramifications.

And a former Fed board member on what bullets the Central Bank still has left.

A Wild Week on Wall Street, Getting to the Front of the Supply Chain Line, And Did the Fed Get it Right? Mar 06, 2020

Another sell-off on Wall Street, with the 10-year touching fresh lows. What it means for the markets and why this is not a repeat of the financial crisis.

The drastic steps some retailers are taking to get to the front of the supply chain line now that factories in China are back up and running.

And a top market strategist says the Fed doesn’t stop floods, nor does it cure diseases, but it did the right thing this week. He explains why.

Another Market Sell-off, another record low for the 10-year, Southwest Airlines’ CEO on Coronavirus, and panic buying at the grocer. Mar 05, 2020

Wall Street once again in sell-off mode. This as the 10 year hits a new record low. From financials to energy, we look at all the major moves and whether there are some good opportunities right now.

Southwest Airlines expects the coronavirus outbreak will cost it up to $300 million this quarter. CEO Gary Kelly joins us with more on the fallout and how the carrier is mitigating risk.

Plus, as people stockpile products, grocery store shelves nationwide are getting more and more empty. We talk to the CEO of Southeastern Grocers about how they keep shelves stocked and prevent panic buying.

Stocks rally, Airlines Grounded, Rushing to Refi, and Bloomberg bets on Biden. Mar 04, 2020

Stocks rallying…we look under the hood of this rally to see what’s driving it and if it can last as yields continue to fall.

The historic drop in rates has homeowners rushing to refi. We’ll tell you how low rates could go and how high that might push home prices.

Airline CEOs get summoned to the White House to address the Coronavirus crisis but what exactly does the administration hope to accomplish with this meeting?

Plus, Mike Bloomberg suspends his presidential bid and bets on Biden to defeat the President. A look at what he will- and can do-with his billions to accomplish that goal.

The Fed Makes a Surprise Rate Cut, An Historic Low for US Bonds, and Regeneron CEO on the Hunt for a COVID-19 Treatment. Mar 03, 2020

The Fed surprising investors with a half-point rate cut for the first time since the financial crisis. President Trump says it’s too little, too late...one economist tells us why he thinks it’s too much, too soon.

The yield on the US 10-Year note falls below 1%, we’ll discuss the impact on mortgage-backed securities.

And the Founder and CEO of Regeneron joins for an exclusive interview to shed light on the company’s quest to find a treatment for COVID-19.

A Market Rally, One Commodity to Stay Bullish On, Coronavirus Supply Chain Disruption Mar 02, 2020

Markets staging a major rally after the worst week for stocks since the financial crisis on stimulus hopes…we’ll tell you how to play it.

Goldman Sachs’ Jeff Currie says there could be more pain ahead in the oil patch and reveals the one commodity he’s staying bullish on.

And executives from two companies with China-dependent supply chains tell us how they’re handling operations amidst the coronavirus outbreak.

Another Wild Day on Wall Street, Company Concerns, 3M Gears Up, and Protecting Your 401(K) Feb 28, 2020

The Major Indices are having their worst week since the financial crisis. From investment opportunities right now to protecting your 401(K), our panel of experts weighs in on all angles of this sell-off. Plus, a look at what companies should be doing now to prepare for a wider coronavirus outbreak. And we’re live at 3M where production of face masks is ramping up.

Special Episode | Squawk Pod: Warren Buffett & Berkshire 2.0; Market Sell-Off Feb 28, 2020

Squawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box,” anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious— all wrapped with exclusive context and color from Senior Producer Katie Kramer. Listen in to today’s episode and subscribe to the podcast today.

Berkshire Hathaway Chairman and CEO Warren Buffett speaks to Becky Quick about the company’s plan for succession after his 50+ years at the helm. The Oracle of Omaha fields questions on baseball, Kraft Heinz, and Geico. Former Governor of the Federal Reserve Kevin Warsh penned an op ed in The Wall Street Journal urging the Fed to lead a global interest rate cut in light of this week’s market sell-off. He defends his argument and discusses the economy during an outbreak with Joe Kernen, Becky Quick, and Andrew Ross Sorkin. Stuart Frankel’s Steve Grasso discusses the historical context of this week’s sell-off and best practices during a market correction.

A Whipsaw market, a crude collapse and shipping at a standstill. Feb 27, 2020

Massive volatility gripping stocks today as the coronavirus spreads to new places. We debate what’s ahead for this whipsaw market and if now is the time to get in. Plus…one well known economist makes his case for the why the Federal Reserve should cut rates now. And the impact the volatility we’re seeing could have on the IPO market.

Special Episode | Squawk Pod: Warren Buffett on Banks, Boards, & Scandal; Coronavirus Fears Hit Wall Street Feb 27, 2020

Squawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box,” anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious— all wrapped with exclusive context and color from Senior Producer Katie Kramer. Listen in to today’s episode and subscribe to the podcast today.

The Oracle of Omaha Warren Buffett discusses corporate leadership and the Wells Fargo scandal with Becky Quick. The world’s most famous investor explains his choice to pass on investing in California’s utility, PG&E. Don’t miss Buffett’s thoughts on Boeing, banks, interest rates, and the markets’ Cinderella stories. Plus, COVID-19 has spread to at least 47 countries; former FDA Commissioner Dr. Scott Gottlieb explains what’s coming for the United States and what small changes we can make to protect our health. As Wall Street reacts to fears of a global pandemic, C-suites at Microsoft, HP, Airbnb, and elsewhere are making decisions to mitigate risk.

Bulls & Bears Battle, an Economic Pandemic, Central Bank Conundrum, and Pain at the Ports. Feb 26, 2020

A whipsaw day in the markets as the coronavirus spreads to new places. We look at whether investors should be changing their strategy.

Plus…one prominent economist says the coronavirus outbreak is rapidly becoming an economic pandemic and it couldn’t come at a worse time. She tells us why.

Then…from handing out cash to relying on central banks to step in, we look at the response around the world in the race to stop an economic contagion.

And…we’re live at the Port of Long Beach with what the situation there is telling us about what could be coming.

Special Episode | Squawk Pod: Warren Buffett & Bitcoin; Virgin Galactic Chairman; Disney’s New CEO Feb 26, 2020

Squawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box,” anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious— all wrapped with exclusive context and color from Senior Producer Katie Kramer. Listen in to today’s episode and subscribe to the podcast today.

Legendary investor Warren Buffett says he does not own cryptocurrency, but the Twittersphere disagrees. Becky Quick sets the record straight in a conversation about the Oracle of Omaha’s history with Bitcoin, only on Squawk Pod. Disney CEO Bob Iger is handing over the keys to the Magic Kingdom in a surprise move that has Hollywood, Wall Street, and the Squawk anchors buzzing. Venture capitalist and Chairman of Virgin Galactic Chamath Palihapitiya shares his investing strategy during the coronavirus outbreak, a timeline for Sir Richard Branson’s trip to outer space, his recommendations for investor crypto holdings, and why he thinks ESG is “a fraud.”

Special Episode | Squawk Pod: Warren Buffett & Charlie Munger; Pain at the Ports; Resisting the Dip Feb 25, 2020

Squawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box,” anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious— all wrapped with exclusive context and color from Senior Producer Katie Kramer. Listen in to today’s episode and subscribe to the podcast today.

The Oracle of Omaha Warren Buffett explains his relationship with 96-year-old best friend and partner Charlie Munger. Becky Quick shares insights from her years of interviewing the legendary investors in a conversation exclusive to Squawk Pod. The coronavirus outbreak is affecting shipping in South Carolina and in California. Executive Director of the Port of Los Angeles Gene Seroka comments on a pandemic’s financial fallout. Wall Street saw its worst day in two years this week; Allianz Chief Economic Advisor Mohamed El-Erian urges investors to resist buying the dip. Plus, Mastercard named a new CEO, Amazon’s launching a grocery store, and Juul’s trying to age-proof e-cigarettes.

The market sell-off continues, Larry Kudlow live, and are banks ready for the refi rush? Feb 25, 2020

After an early morning head fake, stocks are back to selling off. We have team coverage from all angles.

Plus, National Economic Council Director Larry Kudlow joins us with his take on the markets, coronavirus fears, falling rates and more.

And as rates continue to fall, refinance applications have jumped 160%. The big question is, can banks handle the volume? We take a look.

Dow drops 1000+ points on coronavirus fears, oil is in bear market territory, retail takes it on the chin. Feb 24, 2020

Dow plunges 1000+ points as coronavirus fears spread around the world…just how much pain could be ahead.

Crude oil prices fall 5% as travel, transportation and manufacturing all get hit by virus… why oil will continue to react the worst.

Retailers falling, with names like Tapestry and Nike getting hit the hardest thanks to China exposure…a top analyst reveals where he’s finding opportunities.

Special Episode | Squawk Pod: Ask Warren Buffett Feb 24, 2020

Squawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box,” anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious— all wrapped with exclusive context and color from Senior Producer Katie Kramer. Listen in to today’s episode and subscribe to the podcast today.

Warren Buffett—the world’s most high-profile investor—sits down with Becky Quick at the Berkshire Hathaway headquarters in Omaha, Nebraska days after writing his latest annual letter to shareholders. Buffett weighs in on Mike Bloomberg’s bid for the Presidency and Berkshire Hathaway’s 5.6% stake in Apple. (And, he just graduated from a flip phone!) The 89-year old investor also shares the best time to buy stocks—even during the coronavirus outbreak. Plus, in a conversation exclusive to Squawk Pod, the Oracle of Omaha reveals what’s on his podcast feed and his unorthodox strategy for settling meal checks with fellow billionaire Bill Gates.

ViacomCBS plays cord-cutting catch up, SpaceX’s sky-high valuation and Nevada’s caucus calculator plan. Feb 21, 2020

ViacomCBS shares have plunged this year as the cable giant struggles to keep up with the cord-cutters. Will its new offerings spell success? A top analyst weighs in.

Elon Musk’s SpaceX is looking for massive funding and it could send its valuation to the moon.

The Nevada Democratic caucuses are tomorrow—whether its tech be ready or if it will be a repeat of Iowa.

The biggest bank takeover since the crisis, the 2020 political ad problem and the fight for housing in California Feb 20, 2020

Morgan Stanley is buying E*Trade in a $13 billion deal, the largest since the financial crisis… why Morgan wants it and what it means for retail investors.

2016 was the year of political ads on social media, but in 2020, the ads are moving to streaming services…which presents a big problem for regulators. We discuss.

And you know NIMBY, meet YIMBY…the movement gaining steam in California as more people are priced out of the housing market.

A potential earnings warning, Bloomberg’s first debate, and Bed Bath & Beyond cluttered? Feb 19, 2020

If you take the big tech companies out of it, earnings growth is at zero. So is this market too top-heavy? We debate.

Mike Bloomberg makes his much anticipated debut at tonight’s presidential debate. His campaign co-chair joins us with what we should expect.

And Bed Bath & Beyond’s new CEO says decluttering the store could be key to more sales. Is he right? That’s ahead in Rapid Fire.

Apple warns about the coronavirus, the blue-collar jobs problem, Bloomberg leans left and Soros takes on Zuckerberg Feb 18, 2020

Apple is the latest company to warn about the coronavirus’ impact on its bottom line, saying it doesn’t expect to meet its March quarter revenue guidance…how much more pain is ahead.

Former Office Depot CEO Steve Odland has a jobs warning.

Michael Bloomberg unveils his left-leaning plan to regulate Wall Street.

And drama plays out in the pages of the Financial Times between Mark Zuckerberg and George Soros.

A divided investor, a terrible investment, and Facebook’s flops. Feb 14, 2020

As the Dow inches closer to the 30 thousand milestone, investors are pouring into bonds at record levels. We’ll tell you why.

Plus, a terrible investment. That’s what T. Rowe Price is saying now about its involvement with WeWork. A look at what’s next, and whether there are more shoes to drop.

And is Facebook really the world’s greatest copycat? Or the worst? We debate.

Market Risks, Tesla’s Stock Offering, Mapping the Outbreak, and Bloomberg’s Meme-mentum. Feb 13, 2020

Dow 30k? We’re within shooting distance of that major marker but Berkshire’s Charlie Munger has a major warning for this market. We’ll tell you what it is.

Tesla taps the market. We’ll tell you why shares are higher on news that Tesla will issue more stock.

Mapping an outbreak…meet the CEO and Doctor whose company provides the technology to do just that. She joins us with a look at how it works and the agencies relying on it in the coronavirus outbreak.

Plus, Mike Bloomberg is turning to Internet meme-makers to promote his campaign. Brilliant strategy or money misdirected? We debate.

Market rally, Coronavirus retail fallout, and a beyond belief drop. Feb 12, 2020

The Dow, the S&P and the NASDAQ all set new record intraday highs today. We’ll look at the catalyst behind the rally and whether anything can bring it down.

Plus, retail is one of the sectors most exposed to supply chain disruptions from the Coronavirus. We’ll rank who’s most vulnerable, who could see some impact, and who’s best positioned to withstand the fallout.

And Bed Bath & Beyond sinking after warning on same-store sales. The CEO calls it short-term pain but could this company be beyond a turnaround? We debate.

Full ‘stream’ ahead, Coronavirus retail impact, and a resilient economy? Feb 11, 2020

Fed Chair Jerome Powel says the economy is resilient but he warns of risks from the coronavirus. We take a closer look at his testimony on the hill and the President’s response to what he said.

Plus, the fallout from the Coronavirus is showing up in several retailers’ quarterly results. The names and how much it’s costing them.

And, if you think American’s appetite for more apps and services to stream content has peaked, new data suggests otherwise. We have the details.

Coronavirus industry impact, L Brands nearing a deal, one indispensable stock, and who’s right on the Coronavirus…bonds or stocks? Feb 10, 2020

Travel and tech, retail and restaurants, autos and airlines….we look at how industries are trying to minimize the impact of the Coronavirus.

We’re getting warning signs from the bond market…is the stock market underestimating the coronavirus impact?

Plus, L Brands’ wings may soon get clipped but the stock’s taking flight. We have the latest on the company’s Victoria’s Secret brand nearing a sale.

And, there’s one stock that has become critical to the markets. We’ll tell you the name and what makes it so important.

The Labor Secretary weighs in on jobs, Anatomy of the Tesla rally, and the quest for a Coronavirus test. Feb 07, 2020

Another blowout jobs report…Labor Secretary Eugene Scalia joins us for more on who’s hiring, who’s firing and why wage growth overall is still anaemic.

Plus, Biotech company Illumina is playing a key role in understanding, and managing, the Coronavirus. The company’s Chief Medical Officer joins us with what they’re doing and where things stand.

And, a look at the anatomy of the Tesla rally and why that rally may not last.

Markets back at record highs, IPO whoa! and China tourism slowdown. Feb 06, 2020

Stocks shrugging off coronavirus fears and back at record highs…where the buying opportunities are.

IPO whoa!…Casper starts trading on a high note after its valuation was cut, while two biopharma names look solid.

What happens when Chinese tourists stop traveling? A look at the economic impact.

Plus…Twitter on a tear, Peloton spins out and a DNA dilemma in today’s Rapid Fire.

The Rally rolls on, Macy’s hunts for growth, Casper’s IPO, and a Tesla Bubble? Feb 05, 2020

A blowout jobs report, a potential breakthrough in containing the coronavirus and a new Trump bump. All these factors are powering the market higher this week but can the good times last?

Tesla’s massive rally hits the pause button. Are investors taking profits or are concerns about valuations seeping in?

Is Macy’s strategy of getting smaller key to bigger things ahead or a sign of trouble? We debate.

Plus…Casper is slashing its IPO price as questions swirl about its strategy for the future. We’ll unbox it all.

The Tesla Takeover, Chaos at the Caucus, Rough Seas, and Disney on Deck. Feb 04, 2020

Tesla shares soaring again today. A look at what’s behind the move, and how many billions Elon Musk is now worth.

Chaos at the Caucus…how Iowa’s dream of playing a pivotal role in the 2020 primary has become a nightmare for Democrats.

The CEO of Royal Caribbean joins us to break down the impact of the coronavirus and how his company is mitigating risk.

Plus, can Disney keep the magic going? A look at what to expect from earnings.

Markets and coronavirus fears, China downturn buying opportunities, Bloomberg’s bold tax plan and angry vegans. Feb 03, 2020

Stocks pare gains as coronavirus cases increase, what it means for your money—and where the dip presents opportunities.

Michael Bloomberg unveils his $5 trillion tax plan…which could increase his own tax bill.

Plus, Zuckerberg’s harsh words, the most impactful Super Bowl ads…and vegans are angry at Burger King. That’s all in today’s Rapid Fire.

A big Market Sell-Off, Transports tumble, Retail’s rough month, and Regeneron’s race to develop a Coronavirus drug. Jan 31, 2020

A big selloff on Wall Street as investors grow more cautious about the potential impact of the coronavirus. We look at the sectors most impacted.

Some of the major U.S. carriers suspending flights to China…we have the details.

Plus, a look inside Regeneron’s laboratory where the race to develop a drug for the Coronavirus is on.

Coronavirus market threat, Tesla’s big beat, Citi’s new advisor, and Altria’s Juul headache Jan 30, 2020

There are now six cases of coronavirus in the US, and more than 8200 worldwide. We’ll discuss the impact on individual companies and your money.

Tesla soaring on a big earnings beat…but Elon Musk sees room for improvement.

Citi launching a robo-advisor and it could have a leg up on the competition. We’ll tell you why.

Plus, Altria whiffing on fourth quarter revenues… how its big bet on Juul is costing big bucks.

Fed decision, Apple’s blowout quarter, Starbucks’ China worry, and Boeing’s CEO on earnings and the 737 Max. Jan 29, 2020

It’s the first fed decision of the decade and the main thing to watch isn’t interest rates. We’ll explain.

Apple had a blowout quarter but there is one concern that CEO Tim Cook raised that caught investors’ attention. We’ll tell you what it is.

Starbucks beating on earnings but cautioning that the Wuhan Virus could change the company’s 2020 outlook.

Plus, Boeing’s CEO says the 737 Max is “safer than the safest airplane flying today.” A look at what else he shared with CNBC.

Stocks rebound, Apple on deck, supply chain fallout, and is Harley running out of gas? Jan 28, 2020

Stocks rebound as confidence returns and investors turn their focus to earnings but can that keep this turnaround going?

Could the Coronavirus have a bigger impact on business than tariffs or the trade war? One executive says supply chains could be disrupted for months.

Losing appetite for Beyond Meat…one big bank is telling investors it’s time to “head for the sideline again.”

Plus, Harley reports its 12th consecutive quarter of sales declines in the U.S. Is this a Harley problem or a consumer and motorcycle problem? We debate.

A market sell-off, three sectors and a company under Wuhan virus pressure, and the major risk facing professional sports. Jan 27, 2020

Stocks under pressure as the Wuhan virus spreads…will it have a major long-term impact or are investors simply looking for a reason to sell? We discuss.

Coffee, casinos and cruises…the three sectors and one under-the-radar stock selling off today on coronavirus fears.

Plus, it’s T-6 days until Super Bowl 54 and the stadium where the Chiefs are set to face off against the 49ers is facing a real threat from climate change…how pro sports are dealing with changing weather.

A credit conundrum, Mike Bloomberg woos workers, Bungalow living, and an irrational bull market? Jan 24, 2020

Are we in an irrational bull market? Bank of America says yes. We debate.

Big changes are coming to the way your credit score is calculated. We’ll tell you who could get a bump and why some may not be so happy with the changes.

Mike Bloomberg isn’t just flooding the airwaves with campaign cash, he’s also doling out big bills to get people to join his team. We’ll show you what kind of perks he’s offering to woo workers.

Plus, it’s not a boarding house, it’s co-living in luxury, and it means big business for one start-up.

A rush into bonds, Goldman’s new message, The Coronavirus travel threat, and ShushDirectCLub? Jan 23, 2020

Investors are piling into bonds. We’ll have a closer look at what that’s telling us about stocks.

Goldman Sachs’ CEO has a new message for any company who wants its help with an IPO…get diverse. Will other banks follow suit?

The Coronavirus travel impact…from the big hotel names to cruise lines, a look at who could be impacted the most.

Plus, how SmileDirectClub is reportedly silencing customers who are not happy with its product.

Boeing CEO believes in the Max, Coronavirus’ global risk, Netflix’s changing view on ‘views’ and Bezos gets hacked…maybe. Jan 22, 2020

The Boeing CEO holds a conference call where he remains confident in the 737 Max and maintains the company’s dividend. A top analyst weighs in on how the Max grounding impacts the airlines...and which US carrier has a clear advantage. And ,China’s new virus has killed 17 people and sickened more than 500...an infectious disease doctor tells us how big a risk it is to Americans. Plus, in today’s Rapid Fire...Netflix changes its viewership metrics and Saudi Arabia might be behind a hack of Jeff Bezos‘ phone.

A market warning, digital media mania, brewing up gains, and a scandal at Best Buy. Jan 21, 2020

Two market gurus sound the alarm on one market metric. We look at what it is and if they’re right. The competition is growing and Netflix is feeling the pressure. What to expect from earnings and whether Netflix should give in and finally embrace the AD model. Shares of Luckin Coffee are on a tear, and a top analyst says there is more room to run. He joins us to make his case.

Plus, a closer look at the scandal involving Best Buy’s CEO.

The trillion dollar horsemen, “Rapid Fire” with Andrew Yang, and the manufacturing crisis Jan 17, 2020

Alphabet is the latest company to reach a one trillion dollar market cap…what that could indicate for the markets.

Presidential candidate Andrew Yang weighs in on everything from the economy to Jeff Bezos.

And manufacturers are facing a persistent and widespread problem…how they’re ready to spend to remedy the skilled labor gap.

A surprising slowdown in housing, the other side of the trade deal, and a fed-fueled rally? Jan 16, 2020

Wall Street may have liked the trade deal but many small businesses aren’t sold. We will tell you why.

Another day, another all-time high…are investors trading on fundamentals or could this just be a fed-fueled rally?

Home remodeling expected to slow this year. We look at why, and the stocks that could be impacted the most.

Plus, is Signet a diamond in the rough in the jewelry space?

Trump signs phase one, energy CEO on trade deal, Stitch Fix CEO sits down with Jim Cramer Jan 15, 2020

President Trump and the Chinese trade delegation signing phase one of the trade deal…what that means for your money.

China agrees to purchase more US energy as part of that deal…we hear from the CEO of Tellurian, a natural gas company, who was in the room.

Plus, it’s one of the few tech unicorns that *actually* turns a profit…Jim Cramer sits down with Stitch Fix CEO Katrina Lake to discuss her success.

Momentum mania, Greener Gains, SmileDirectClub’s big grin, and an exclusive interview with Pfizer’s CEO. Jan 14, 2020

From Tesla to Beyond Meat to SmileDirectClub, momentum stocks have been rallying but could that be a big red flag?

Going Green….as ESG investing becomes more and more prevalent, we’ll tell you why you shouldn’t count oil and gas companies out.

SmileDirectClub does exactly what the company was built to try to avoid, and Wall Street is loving it.

Plus, from price hikes to potential government regulation, Pfizer’s CEO joins us with what’s ahead for the company and the industry.

Risks to the rally, Boeing’s new CEO and an under-the-radar rally in payment stocks. Jan 13, 2020

The future of this rally is in the hands of America’s balance sheets. We look at what to watch for as earnings season kicks off.

The number of money-losing companies continues to grow. Why is that, and what does it mean for the markets?

Plus, the digital payment stocks that have more room to run in 2020.

Risks to the rally, Boeing’s blunders, injectable vitamins, and so bad, it’s good? Jan 10, 2020

Dow 29 thousand is here but that may not be the number you want to pay attention to in this market. We’ll tell you what it is and why it matters so much to your money.

Boeing’s internal email controversy. Employees described the 737 Max as “designed by clowns” who in turn are “supervised by monkeys.” We look at the fallout.

Plus, so bad, it’s good? A double dose of optimism for beaten down retailer L Brands.

Chamber of Commerce CEO grades the economy, under the radar buying opportunity, Uber founder’s latest venture and football hall of famer Terrell Davis’ Super Bowl pick Jan 09, 2020

Chamber of Commerce CEO Tom Donohoe has a solution for the economy and America’s crumbling infrastructure. An under the radar stock that could see big gains, thanks to the housing market. Uber founder Travis Kalanick is making big bets on ‘ghost kitchens.’ Plus, NFL Hall of Famer Terrell Davis reveals his surprising Super Bowl 54 winner.

A sigh-of-relief rally, what’s next for Carlos Ghosn, a new player enters the meatless market, and is Grubhub looking for a buyer? Jan 08, 2020

President Trump imposes new sanctions on Iran but will it be enough to deescalate tensions in the Middle East? We debate. The market seems to think the risk is off the table but are investors getting ahead of themselves? Carlos Ghosn on the run. We look at the legal predicament he could be facing now. Plus, Grubhub surges on reports that the company is looking for a buyer.

Tesla’s wild ride, hot homebuilding picks for 2020, Goldman’s retail revamp and meatless mania continues. Jan 07, 2020

Tesla hitting an all-time high today as the positive momentum from the end of 2019 pushes into the new year…can Musk keep the winning streak going? We discuss. Institutional Investor’s top-ranked homebuilding analyst gives us his best bets for 2020. Goldman Sachs’ push into digital banking continues with a reorganization of its businesses. And in Rapid Fire: Impossible Foods launches new pork product, SpaceX’s star problem and Finland’s new work week.

The Teflon Market, the Iran Cyber Threat, SmileDirectClub makes investors smile, and what ships, trucks and trains are telling us about the economy. Jan 06, 2020

The U.S. and Iran are battling it out in a war of words and the market seems to think it will stay just talk. We look at why investors don’t seem phased.

Mideast tensions sending oil higher, but given the possibility for massive disruption, why isn’t it up more?

Could Europe be the best money-making opportunity in the world right now? We debate.

Plus, Little Caesars teams up with Doordash to offer nationwide delivery for the first time in its 60-year history.

An escalation in Iran, the market’s sell off and a Fed President weighs in on their next move. Jan 03, 2020

The killing of an key Iranian military officials has markets on edge. We look at what could happen next in the region, how our allies might respond to our move and if investors should be concerned. Plus, a look at what’s ahead for the Fed this year with Dallas Fed President, Robert Kaplan. And in Rapid Fire: Apple’s come a long way, the street battles it out over L Brands, Manhattan real estate is suffering and brewers are making bets on alcohol-free beer.

Banking profits, Doug McMillon’s Blowout 2019, Energy plays catch-up and new year, new drug price hikes. Jan 02, 2020

With markets at all-time highs, is it time to bank some profits? We debate. Walmart’s CEO had an amazing 2019, we look back and ahead into 2020. Energy played catch-up in the last quarter after a rough start to 2019… will it continue? Plus, in Rapid Fire: UPS’ big return day, drug price hikes, Warren Buffett says no to Tiffany and the FDA cracks down on vaping.

2020 market Outlook, Sports Gambling in the New Year, Carlos Ghosn’s escape. Dec 31, 2019

We take a look at what to expect in the markets for 2020. What could be in store for the sports industry in 2020 with a focus on gambling with Chad Millman of the Action Network. The story of Carlos Ghosn’s turbulent year as he flees Japan. Plus, in Rapid Fire we look at the year of the burrito, Apple’s big contribution and Uber’s California lawsuit.

The overbought debate, 2019 was the year of the employee & the restaurant revolution. Dec 30, 2019

We debate with Jim Paulsen on whether the market is getting expensive. LaSalle Group’s Tom Gimbel tells us what to expect in the jobs market next year. Kate Rogers and Bob Derrington of Telsey Advisory break down the restaurant evolution in 2019 and the names to buy next year. Plus, Rapid Fire brings us Disney’s movie domination, Spotify’s ad call, hedge funds bad year and Bitmoji TV…which Contessa Brewer has strong words about.

NBR Announcement + Introducing "The Exchange" 12/27/2019 Dec 28, 2019

News about “Nightly Business Report” and an introduction to CNBC’s “The Exchange.”

NBR 12/27/19 Dec 28, 2019

Nightly Business Report

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