The Exchange

Latest Episodes:

The Risk-Off Trade, Stick with Tech?, and M&A Mania 10/10/22 Oct 10, 2022

Show notes

The ‘risk-off’ trade is alive and well, as the market trades cautiously ahead of a key inflation reading and earnings. So what does that mean for your money? Our expert says remove all ‘shiny objects’ from your portfolio and turn to dividend stocks. He’ll explain why. Plus, the Nasdaq is lagging once again, as Semiconductor stocks sell off. Should investors still stick with Tech here? We’ll debate. And, we’ll explain why you could soon see a surge in Energy M&A deals, and what it says about the market overall. 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, Health of the Consumer, and ‘Stagflation’ Situation 10/7/22 Oct 07, 2022

Show notes

The job market’s still going strong, likely keeping the Fed firmly on its hawkish path. And stocks are lower as a result. But is the market overeating? We’ll debate. Plus, the consumer is also still strong, according to new data from Mastercard. We’ll speak with the analyst behind the report about trends he’s seeing and how they might influence the Fed’s strategy. And, we have a special Jobs Edition of ‘3 Buys And A Bail’ -- including one name Gina Sanchez says will do well no matter what state the economy is in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Finding Opportunity, Back to Work?, and Rising Rates & Real Estate 10/6/22 Oct 06, 2022

Show notes

Stocks are falling for the second day in a row following a strong start to the week. So is now time to get back into the market? We’ll debate. Plus, we’re less than 24 hours away from the big September jobs report. We’ll turn to Recruiter.com for clues on what to expect. And, real estate mogul Don Peebles joins us live with how soaring rates are playing out in residential and commercial real estate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bears are back, Musk’s Master Plan, and Spirits, Slim Jims & Spices 10/5/22 Oct 05, 2022

Show notes

After 2 days of market gains, the bears are back in charge! And one expert says they’ll fight to keep control. She’ll give us the 4 names she’s buying right now, and the catalyst she thinks will end the bull-bear battle. Plus, Elon Musk’s Twitter deal is back on. The question now becomes: what will he do with it? We’ll explore. And, we’ll bring you the action, story & trade in Constellation Brands, Conagra & McCormick 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.

Twitter Deal Back On? 10/4/22 Oct 04, 2022

Show notes

Elon Musk has reportedly proposed to buy Twitter for the original $54.20 a share-price. With the stock halted for news we get the latest reporting, why Musk has decided the deal is back on, and what it means for the social media giant’s and Musk’s futures. Plus, why investors should get optimistic about risk assets now and the names to buy for the long-term. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

‘Fall’ speed ahead?, Crude Reality and State of the Economy 10/3/22 Oct 03, 2022

Show notes

Stocks are surging right out of the October gate. Is there more to come now that September is behind us? We’ll hear from an expert who sees another 15% gain for the S&P before year-end. Plus, it’s OPEC vs. the White House, as crude prices surge on news the group could make a big production cut. We’ll dissect what to expect at this week’s meeting. And, we’ll get a look at the American economy from one of its most popular restaurants. The CEO of P.F. Chang’s joins us to talk inflation, supply chain, the consumer & more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

‘So long, September!’, Sandberg Says Goodbye, and Putting Up with the Pain 9/30/22 Sep 30, 2022

Show notes

Good news for investors: September is over! The Dow is set to close its worst month since March 2020, and worst September in 20 years. But given we had more inflation data and yet stocks are up today, is that a good sign going forward? We’ll debate. Plus, today is Sheryl Sandberg’s last day as an employee of Facebook. We’ll look at the company, and the stock, without her in the fold. And, Jerome Powell warned there’d be more pain as the Fed raises rates, and he’s been right. So we’ve got 3 ‘buys’ which can take the pain, and one that can’t. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

“The Inflation Wildfire” 9/29/22 Sep 29, 2022

Show notes

Markets are down big today, as global risks and runaway inflation spook investors. What’s the risk of European contagion spreading here? We’ll explore. Plus, jobless claims fell to their lowest levels in 5 months. But another inflation reading – one loved by the Fed – is still red-hot. Does that mean bigger hikes ahead? We’ll debate. And, how is all of this impacting corporate earnings? We’ll find out when Nike & Micron report after the bell. We’ll have the action, the story and the trade 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.

Britain’s Bond Buying, Pipeline Problems, and Tracking Hurricane Ian 9/28/22 Sep 28, 2022

Show notes

Stocks are bouncing back today, after falling to their lowest levels since late 2020. Is the U.S. looking more attractive compared to the financial chaos in Europe? We’ll break down the Bank of England’s surprising moves to recue its bond market. Plus, Europe’s energy crisis may get worse, as someone apparently blew up parts of Russia’s big Nord Stream pipeline. The EU is claiming it was caused by ‘sabotage.’ But by who? We’ll debate. And, as Hurricane Ian makes landfall in Florida, we’ll talk to the CEO of Generac about his company’s efforts to help keep the lights on in the hardest hit areas of the state. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Buy the dips?, State of Debt (Pt. 2), and Payroll, Poultry & Parking 9/27/22 Sep 27, 2022

Show notes

Stocks continue to slide, giving back their early gains of the day. So what are investors to do here? Our expert says you buy in, because dips driven by the Fed are always worth buying. He’ll tell us why. Plus, high-grade investment bond yields are now at 13-year highs. So why aren’t we seeing more demand? We’ll get a check on the health of the corporate debt market. And, we’ll give you the action, the story and the trade in Cal-Maine Foods, Paychex and Thor 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.

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