The Exchange

Latest Episodes:

Market Sell-off, Stick with Tech?, and 3 Buys & A Bail: Jackson Hole Edition 8/26/22 Aug 26, 2022

Show notes

Fed Chair Jerome Powell delivered a very hawkish speech in Jackson Hole, hinting that a big rate hike could be coming and warning of more pain ahead for the economy. But what exactly does that pain look like? And how should you position your portfolio? We’ll discuss. Plus, Tech stocks are getting hit particularly hard on the prospect of more rate hikes. But one expert says stick with it. He’ll join us to explain why. And, we’ve got a special Jackson Hole Edition of ‘3 Buys & A Bail’ – including the one stock Gina Sanchez says you need to own now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Doves vs. Hawks, Post-Pandemic Pivots, and a Trip to the Mall in Earnings Exchange 8/25/22 Aug 25, 2022

Show notes

Investors are anxiously awaiting Fed Chair Powell’s big speech at Jackson Hole. Will he signal a slow pivot to a dovish stance? We look at what that would mean for your money. Plus, they were the Pandemic Darlings and now they need to reinvent themselves if they want to survive in a post-pandemic world. We’ll look at three names and who is best positioned for a successful second act. And, three stocks on deck that will give us new clues about the health of the consumer. The key things to watch on Affirm, Gap and Ulta Beauty, and how to position on each. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets’ Critical Mission, State of Housing, and Peloton’s ‘Prime’ Move 8/24/22 Aug 24, 2022

Show notes

There’s one stock reporting today that could determine where the market is headed next. We’ll give you the name, how to position and where to find value in some beaten-up sectors. Plus, we’re finally seeing home prices start to fall. We’ll look at where, by how much, and what it means for the overall state of the real estate market. And, Peloton is partnering with Amazon to make is products more accessible. Will it be enough to appease investors? We’ll debate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Finding Opportunities, Housing Cracks and Building & Buying 8/23/22 Aug 23, 2022

Show notes

The bears seem to be controlling the market narrative once again. But will they stay in charge? Morgan Stanley says they have one last act to play. We’ll take a look a how long that could be, and where you should turn for opportunities. Plus, as more cracks begin to show in the housing market, one real estate investor says there’s an area of the market that will hold up better than others. He’ll join us to explain. And, we’ll get the latest read on builders when Toll Brothers reports after the bell, plus 2 big retailers on deck. We’ll set you up for all of it 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.

Dueling Directions, Cashing In on Crypto, and Cloud, Clothes & Calls 8/22/22 Aug 22, 2022

Show notes

The rally continues to fade, with Tech leading the declines. So should you bail on Growth or stick with it? Two big banks have two very different views on what’s next, and we’ll debate them with our strategist. Plus, lots of headlines in the Tech & Crypto spaces today. We’ll bring you the latest moves in Meme stocks, a big winner in the Crypto Craze, and answer the question: will Dragons or Hobbits win the streaming wars? And, we’ll bring you the action, the story and the trade in Palo Alto Networks, Macy’s and Zoom Video 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.

The Inflation Guessing Game, Streaming is Beaming, and 3 Buys & A Bail 8/19/22 Aug 19, 2022

Show notes

As inflation pressures have eased, the Bulls have taken over Wall Street. But one strategist says ‘hold on’ – inflation will be stubbornly persistent, and growth stocks will come back down to Earth. He’ll explain why. Plus, we’ll dig into some of the biggest media headlines of the day, and explain what they could be telling us about where the world of entertainment is heading. Ed Lee of The New York Times joins us. And, Lido Advisors’ Gina Sanchez joins with a Consumer Edition of ‘3 Buys & A Bail.’ She’ll reveal which name she thinks is crushing it on all fronts right now – and will continue to for investors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Out of ‘options’?, Ad Ambitions, and Semis, Seeds & Shoes 8/18/22 Aug 18, 2022

Show notes

Has the rally run out of steam? The answer may be ‘yes’ based on what we’re seeing in the Options market. We’ll look at what’s going on, and where the opportunities are right now. Plus, what’s the plan for Apple’s ad ambitions? Who are the winners and losers? And how might it affect iPhone users? We’ll tackle all of these questions and more. And, the earnings parade continues with Deere, Applied Materials and Foot Locker on deck. We’ll bring you the action, the story and the trade in all 3 of them 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.

Is the run done? 8/17/22 Aug 17, 2022

Show notes

Stocks are pulling back today, with the Nasdaq getting hit the hardest. But that’s because it’s had the biggest bounce back. That includes Apple, which is up 32% in just 2 months, and only 5% off its all-time high. But one Technician says its run is done. We’ll debate that take. Plus, we’ll try to make sense of some conflicting economic data, with some signaling ‘recession’ while others show the opposite. How will the Fed react to it all? We’ll explore. And, we’ll bring you the action, the story and the trade in Cisco, BJ’s Wholesale and Kohl’s 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.

Apocalypse (Not) Now?, China's Challenges, and Housing Cracks 8/16/22 Aug 16, 2022

Show notes

Inflation is coming off the boil, the consumer is holding up ok, and the market has been rallying. So that’s all good, right? Maybe not. We’ll look at why and where to find value in case this isn’t the start of a new bull market. Plus, China is trying to revive its economy and jumpstart population growth. But Niall Ferguson warns that growing at all costs could come at a big price. He’ll join us to make his case. And, more cracks are forming on the housing front. We’ll tell you what they are, and what it means for the economy in the back half of the year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The 2 sides of a rally, Economic Slowdown?, and the Read on Retail 8/15/22 Aug 15, 2022

Show notes

Stocks are pausing today after a huge rally off of the June lows, as Chinese & U.S. economic data both weakened more than expected. Is the market rally durable or not? JPMorgan and Morgan Stanley have differing views, and we’ll get both of their takes. Plus, we’ll examine those signs of weakness in the Chinese economy. We’ll take a hard look at the impact here & abroad. And, two huge retail names report results tomorrow morning. We’ll give you the action, the story and the trade in Walmart & Home Depot 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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