The Exchange

Latest Episodes:

Why not both?, Uber CEO on the record, and Inflation “Claus” & Effect 9/12/22 Sep 12, 2022

Show notes

Stocks are higher for a fourth straight day, bucking the historical September trend. So what do you buy here: Growth or Value? We’ll hear from an expert who says you can buy both right now. Plus, Uber is on the upswing, with shares up nearly 60% since July 1. We’ll hear from the CEO live on everything from food delivery to self-driving and more. And, there are new signs inflation may be slowing in some areas. We’ll explain how inflation could change in a big way by the time the holiday season rolls around. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hard Landing?, California Crisis, and Ready for Recovery 9/9/22 Sep 09, 2022

Show notes

Stocks are higher today and on pace to close out a strong week, despite even more hawkish Fed speak. But can the Fed actually get inflation under control without crushing the housing market? We’ll debate. Plus, California is on the brink of an energy crisis, facing shortages and flipping its stance on nuclear. We’ll dig into where the state went wrong. And, we’ll give you a brand new “3 Buys & A Bail”, focused on each kind of economic recovery we might see ahead. 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 9/8/22 Sep 08, 2022

Show notes

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.

Apple’s Big Event, ‘Boring is Beautiful’, and State of the Consumer 9/7/22 Sep 07, 2022

Show notes

Apple’s product event is kicking off in Cupertino, where Tim Cook is expected to unveil the new iPhone 14 and more. We’ll bring you all the headlines, and look at whether it can spur sales enough to boost the stock. Plus, the Nasdaq is on pace to snap its longest losing streak in 6 years. But our expert says it’s still not time to jump into Tech yet. He’ll explain why he’s sticking with “steady” stocks for now. And, shares of Academy Sports + Outdoors are jumping despite posting lower profits & sales. The CEO joins us to talk the retail environment and the consumer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The next Financial Crisis?, The Big Event, and Over$tocked 9/6/22 Sep 06, 2022

Show notes

Could Europe’s energy crisis soon turn into a financial crisis? We’ll tell you why it could, who’s most exposed, and why it might be good news for U.S. companies. Plus, the countdown is on to Apple’s big event. We’ll take a closer look at what to expect, and how to position. And, we’ll talk to the CEO of Trex about how demand has slowed as the home improvement boom subsides, and how he’s managing changing market dynamics after a record run. 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 9/2/22 Sep 02, 2022

Show notes

Wall of Worry, Labor Pains, and Semis, Software & Yoga Pants 9/1/22 Sep 01, 2022

Show notes

Stocks are down for the 5th straight day. The Nasdaq is down more than 8% in that time, and the list of market worries is growing even longer now. We’ll bring you the latest details. Plus, the August jobs report is due out tomorrow. Will the labor market continue to be strong? And what does that mean for the market? We’ll explore. And, we’ll bring you the action, the story and the trade in Broadcom, PagerDuty and Lululemon 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.

Too Far Too Fast, Bullish on Defense, and Data, Deals and Diamonds 8/31/22 Aug 31, 2022

Show notes

Volatile trading in the session, but one investor says the market has fallen too far, too fast. We get the moves he’s making now. The RBC analyst who recently initiated coverage on defense stocks tells us his top pick and what will boost the sector in both the near- and long-terms. Plus, Pure Storage, Five Below, and Signet quarterly results are on deck. We tell you what to watch and how to trade it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Greed vs. Fear, The Energy Whipsaw, and 3 “C’s” 8/30/22 Aug 30, 2022

Show notes

Stocks are lower again today, with all 3 averages on pace to finish August in the red. But one portfolio manager is heeding Warren Buffett’s advice to “be greedy when others are fearful.” He’ll tell us where he’s seeing opportunities. Plus, violent clashes in Iraq, a potential flood of Iranian oil, Germany’s rapid Nat Gas buildup and strong U.S. data are all whipsawing the energy complex. We’ll get the geopolitical implications, and what’s next for prices. And, we’ll bring you the action, the story and the trade in Crowdstrike, ChargePoint and Chewy 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.

Value Investor Goes Tech, Reading the Options Tea Leaves, the Three B’s on Deck 8/29/22 Aug 29, 2022

Show notes

A noted value investor is picking up a pretty expensive chip stock, he tells us why. Options activity reveals the bulls are staying with this year’s top-performing sector, while there’s still no love for one of the laggards. Plus, in Earnings Exchange: is China tech turning around? Can an electronics retailer keep its head above water? And why inventories are a concern for one discounter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected