The Exchange

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Xi’s grip on China, Earnings Exchange and Failing Grades 10/24/22 Oct 24, 2022

Show notes

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

Starting to slow?, Oh, Snap!, and Oil, Cars & the Consumer 10/21/22 Oct 21, 2022

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

Bonds Back to 2008, Disas-Truss, and Trains, Phones & Filters 10/20/22 Oct 20, 2022

Show notes

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

Bond Yields Bounce, The Plan for Energy Prices, The River Runs Dry 10/19/2 Oct 19, 2022

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

Trust the rally?, Bill Gates live, and “Gas & Groceries” 10/18/22 Oct 18, 2022

Show notes

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

All about the Banks, Peak Yields?, and “Textbook Bottom” Buys 10/17/22 Oct 17, 2022

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

Playing the Volatility, UK U-Turn, and Consumer Concerns 10/14/22 Oct 14, 2022

Show notes

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

Wild day for stocks, another year of hikes?, and Best of the Banks 10/13/22 Oct 13, 2022

Show notes

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

Inflation Anxiety, Time to Buy Tech?, and Yearning for Earnings 10/12/22 Oct 12, 2022

Show notes

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

From Main St. to Wall St., Crude Reality, and the CPI-YAY Trade 10/11/22 Oct 11, 2022

Show notes

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. 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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