The Exchange

Latest Episodes:

Tech Troubles, Winter is Coming, and Ships, Trips & Tips 11/7/22 Nov 07, 2022

Show notes

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

Macro, Markets & Main Street; View from The Port; and 3 Buys And A Bail 11/4/22 Nov 04, 2022

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

‘Slower, not lower’; Labor Pains; and Cropped Gains 11/3/22 Nov 03, 2022

Show notes

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. 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 11/2/22 Nov 02, 2022

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

The Fed’s impact on the consumer, Why Midterms Matter, and Chips & Trips 11/1/22 Nov 01, 2022

Show notes

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

Pivot, Pause or Press On?, Diesel Disaster, and Drugs, Drivers & Semis 10/31/22 Oct 31, 2022

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

Best month since ’76, Off the Rails, and 3 Buys And A Bail: Healthcare Edition 10/28/22 Oct 28, 2022

Show notes

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

Opportunity in the Metaverse, The Wing’s The ‘Thing’, and Mega Caps on deck 10/27/22 Oct 27, 2022

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

Rates or Reports?, the Future of Fracking, and Facebook, Ford & Farming 10/26/22 Oct 26, 2022

Show notes

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

Crumbling Confidence, Mega-Cap Earnings and What’s Next for Ukraine 10/25/22 Oct 25, 2022

Show notes

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. 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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