The Exchange

Latest Episodes:

Tech Turnaround?, Wining Ticket?, and “Chart of the Year” 12/19/22 Dec 19, 2022

Show notes

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

From the Desk of Kelly Evans: The "white collar" recession 12/16/22 Dec 16, 2022

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Kelly explains why a recession could actually be better for so-called “blue collar” workers than others. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What the Fed Needs to Do, The Witches Come to Town, and a Discounter's Affluent Bet 12/16/22 Dec 16, 2022

Show notes

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

From the Desk of Kelly Evans: There Is An Alternative 12/15/22 Dec 15, 2022

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Kelly explains why for the first time in a long time, the “TINA” trade is offering real returns. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Sell-Off, Airlines Ready for Takeoff?, and Office Space 12/15/22 Dec 15, 2022

Show notes

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

Countdown to the Fed 12/14/22 Dec 14, 2022

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

What’s next for the Fed? 12/13/22 Dec 13, 2022

Show notes

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

Not coming to the rescue?, “welcome home!”, and crypto’s big day 12/12/22 Dec 12, 2022

Show notes

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

Soft Landing?, Game On!, and Wine Time? 12/9/22 Dec 09, 2022

Show notes

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

Pump Prices Plummet, Tesla Breaks Down, and Hot Dogs, Sofas & Yoga Pants 12/7/22 Dec 08, 2022

Show notes

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

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