The Exchange

Latest Episodes:

State of Stocks, State of Energy & State of Debt 9/26/22 Sep 26, 2022

Show notes

Stocks under pressure once again as yields, and the dollar, continue to rise. So how do you play it? We have three names well-positioned for gains right now. Plus, as oil hits the lowest level since January 6th, the CEO of America’s largest energy exporting ports joins us with his view on the state of energy, the economy, the supply chain and more. And, with credit card balances hitting all-time highs, and credit card rates at the highest level in more than two decades, we look at the state of consumer debt and what it means for the economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets In Turmoil 9/23/22 Sep 23, 2022

Show notes

Markets are set to close out a down week with another big drop. The Dow has dropped below 30,000, and falling below the June lows too. We’ll tell you all you need to know. Plus, it’s not just stocks falling today. Oil is dropping too, now below $80 per barrel for the first time since January. Is $60 the next stop? We’ll debate. And, we’ll give you some advice on how to survive higher rates in our latest edition of ‘3 Buys And A Bail.’ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Fallout, Tech Wreck, and all eyes on FedEx 9/22/22 Sep 22, 2022

Show notes

Wall Street is reacting to another big rate hike from the Fed. It’s going to hit every aspect of the economy, from debt, to housing and the markets. We’ve got all the angles covered for you. Plus, Tech stocks are taking the brunt of rising rates, with the Nasdaq down 10% in just one month. But does that mean it’s time to buy? We’ll debate. And, FedEx shocked the business world with its dire revenue warning. But now the company officially reports. Will it change the game? 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.

Decision Day 9/21/22 Sep 21, 2022

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It’s decision day for the Fed. In just an hour’s time, we’ll find out if they will raise interest rates another half, ¾ or even a full 1%. And more importantly, we’ll find out what they expect to have to do in the future to keep fighting inflation. We’ll have every angle covered ahead of that decision, including what it means for the economy, housing and stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Raise and hold?, the “real” economy, and Beyond Belief 9/20/22 Sep 20, 2022

Show notes

We’re just 24 hours away from the latest Fed decision, and rates are rocking. 11-year highs for the 10-year yield; and 15-year highs for the 2-year yield. And that’s going to be a huge hidden ‘tax’ on tens of millions of Americans. We’ll explain why. Plus, FedEx just warned of a serious economic pullback. But a lot of other companies disagree. Who’s right? We’ll debate. And, Beyond Meat shares have been ‘beyond’ bad. Shares have wiped out 85% of their value this year, and now the COO is involved in a personal scandal. We’ll get the latest on this bizarre story. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Minerd on the markets, The Rate Debate, and Looking for Opportunity 9/19/22 Sep 19, 2022

Show notes

The two biggest stories of the day: rates & markets. Guggenheim’s Scott Minerd is the perfect person to talk about both, and he joins us all hour! Plus, will the Fed go for a full point rate hike this week? Or will it be less this time and more down the road? We’ll debate. And, in good times & bad, there’s always opportunity somewhere. We’ll try to help you find it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Freight Pain, and a Volatility Survival Guide 9/16/22 Sep 16, 2022

Show notes

FedEx just shocked Wall Street with a big time warning. The stock is now on pace for it’s worst day ever. Is this a bad sign for the economy, or just a company problem? We’ll debate. Plus, as stocks get set to close out their 4th negative week in 5, our trader has 3 names to buy, and one name to avoid in a special “3 Buys & A Bail: Volatility Survival Edition.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Strike averted, ‘Fed’ up with inflation, and the end of ‘a la carte’? 9/15/22 Sep 15, 2022

Show notes

The rail industry is back on track, agreeing on a tentative labor deal to avoid a strike. Now oil & natural gas prices are falling sharply as the risk premium comes out. We’ll bring you the energy impact. Plus, we’re a week away from the next Fed meeting, and markets seem split on what they want vs. what the economy needs. We’ll debate who’s right, who’s going to win, and what it means for your money. And, cable TV is the new ‘cable TV’ as streaming services fight to get even bigger to offer customers more choices. We’re calling it the ‘re-bundling of television’, and we’ll explain what it means for you. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Seek safety?, a market bright spot, and big banks’ balancing act 9/14/22 Sep 14, 2022

Show notes

Stocks are coming off of their 7th-biggest point drop in history. But some say bargains are now abound. We’ll talk to the pro’s about what they’re buying now. Plus, there are still some bright spots in the market, including Cheniere Energy. We’ll speak to the CEO as it extends its winning streak. And, rising rates are usually good for banks. But inflation, not so much. Our analyst explains why the smaller lenders are the place to be 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.

Stocks sell off as inflation remains hot 9/13/22 Sep 13, 2022

Show notes

Today’s hotter-than-expected CPI data helping snap a 4-day winning streak for stocks. Inflation showing no signs of slowing down, as many prices we pay are actually continuing to rise – from housing, to food & more. We’ll look at how inflation is hitting every area of the economy, and what it means for you & your portfolio. 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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