The Exchange

Latest Episodes:

Faith in the Fed?, Retail Resurgence and Bull vs. Bear 12/7/22 Dec 07, 2022

Show notes

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

Investing for 2023, the Housing Slowdown, and a Crucial Race 12/6/22 Dec 06, 2022

Show notes

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. 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?, Energy Shift, and a “Perfect” Chart 12/5/22 Dec 05, 2022

Show notes

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

Labor Pains, Farming Gains, and Oil’s Pivotal Week 12/2/22 Dec 02, 2022

Show notes

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

Waiting For Jobs, “Always Bet on Growth”, and Expensive Sneakers & Handbags 12/1/22 Dec 01, 2022

Show notes

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. 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 Powell 11/30/22 Nov 30, 2022

Show notes

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

More volatility ahead?, Waiting for Powell, and Striking Opportunity? 11/29/22 Nov 29, 2022

Show notes

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

China “Zero-Covid” Protests, Old Tech for Protection, and the Energy Names Poised to Break Out 11/28/22 Nov 28, 2022

Show notes

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

Time to play offense?, Betting on the Consumer, and Iger’s End Game 11/23/22 Nov 23, 2022

Show notes

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

Tech’s Big Tumble, Diesel Disaster?, and Bull vs. Bear 11/22/22 Nov 22, 2022

Show notes

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. 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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