The Exchange

Latest Episodes:

Frontier’s Big Demand Bet, Mixed OPEC+ Messages and the One Rule that Could Save the Crypto Industry? 11/21/22 Nov 21, 2022

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

The Exchange 11/18/22 Nov 18, 2022

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Future of Freight, How Bad is Housing, and Smoked by Inflation? 11/17/22 Nov 17, 2022

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

Carson Block’s Big Short, Crypto Tax Bill Opportunities, and a Sunny Outlook on Solar 11/16/22 Nov 16, 2022

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

Inflation Overreaction, Press Play on Netflix, and Here Come the Retailers 11/15/22 Nov 15, 2022

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

Bears vs. Bulls, Retail Rivals, and a High Stakes Meeting 11/14/22 Nov 14, 2022

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

Bulls vs. Bears, Crypto’s Enron Moment?, and The China Conundrum 11/11/22 Nov 11, 2022

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

Market Rally, FTX Fallout, and Rates & Main Street 11/10/22 Nov 10, 2022

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

Midterms & The Markets, FTX Fallout, and VW’s EV Push 11/9/22 Nov 09, 2022

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

Business on the Ballot, Buy the Next Dip?, and Crypto Bailout 11/8/22 Nov 08, 2022

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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. 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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