The Exchange

Latest Episodes:

Stocks rally, a turning point for housing?, and currency & The Cloud 6/21/22 Jun 21, 2022

Show notes

Stocks are on pace for their best day in June, even as calls for a recession keep growing louder. Former Treasury Sec. Larry Summers says the unemployment rate might need to go up for 5 years to beat inflation. If that’s true, what does it mean for markets? We’ll explore. Plus, home sales fell for a fourth straight month in May, and now one of the nation’s largest homebuilders says it’s seeing a slowdown. Have a we reached a housing infection point? We’ll debate. And, we’ll take a hard look at the stocks, the stats and the strategy on three names most exposed to the surging dollar. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Not a Textbook Recession, The EV Outlook, and Trading the Travel Sector 6/17/22 Jun 17, 2022

Show notes

Stocks higher after yesterday’s sell-off, but slowdown fears still loom. Why one economist says it won’t be a ‘textbook recession.’ EV demand is strong, but the stocks are getting crushed. We explore what’s behind the divergence. Plus, trading the travel names—why hotel stocks are a buy, despite consumer concerns. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Title: Rate Hikes Heard ‘Round the World, Commodity Breakdown, and Trading the Tech Wreck 6/16/22 Jun 16, 2022

Show notes

Central banks around the world raising rates after the Fed’s 75 bps hike, including a Swiss surprise, so is the era of free money over? And what does that mean for stocks? From oil to nickel to wheat, commodity prices have been on a tear this year, but one technician is seeing signs of a trend breakdown. Plus, the Nasdaq is down 35% from its all-time high…one trader tells us how she’s playing it and the names to add in a downturn. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Countdown to Fed decision 06/15/22 Jun 15, 2022

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We’re awaiting a crucial decision on interest rates from the Federal Reserve. Will they hike by half a percentage point? Three-quarters? Or even a full point? We’re just minutes away from getting an answer, and we’ll explain all you need to know. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Decision Dilemma, Bottom Fishing, and Oil to $175? 6/14/22 Jun 14, 2022

Show notes

The countdown to the Fed is on. Will it be 50 basis points or 75? What does the economy need? What does the market want? We’ll try to answer all those questions. Plus, all this as the price of oil keeps going up. We get a technical take of why we could hit $175 a barrel. And, a look at three tech stocks with the most buys and big upside targets on Wall Street. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The selloff continues 6/13/22 Jun 13, 2022

Show notes

We’ve got another big market selloff on our hands, as the S&P slides back into bear market territory to its lowest level since March 2021. Meanwhile, the crypto market is crashing, the 10-year yield and mortgage rates are surging, and the Fed’s next big rate decision is less than 48 hours away. We’ll bring you all the latest details as they break, and keep you up to date on what’s happening around Wall Street & beyond. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Red-hot inflation reading sinks stocks 6/10/22 Jun 10, 2022

Show notes

The averages are lower across the board, on pace to post their worst week since January as inflation soars to 40-year highs. The Dow is down for the 10th time in 11 weeks, which hasn’t happened since The Great Depression. And the Nasdaq is in the midst of its worst stretch in 20 years, as inflation fears slam the Tech sector. We’ll tell you all you need to know, and offer ways to protect your portfolio amid the market selloff. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bouncing at the bottom?, lumber overload, and signatures, subscriptions & skiing 6/9/22 Jun 09, 2022

Show notes

Markets are lower today, as the recent rebound peters out. Are stocks just destined to bounce along the bottom for a bit? We’ll debate. Plus, lumber prices have tumbled nearly 60% in the past three months, going from a shortage to a supply glut. Is this a sign of broader deflation? We’ll explore. And, we’ll bring you the action, the story and the trade in DocuSign, Stitch Fix and Vail Resorts 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.

Nasdaq comeback, the Chairman’s changes, and bargains, batteries & bling 6/8/22 Jun 08, 2022

Show notes

The Nasdaq is having another volatile session, but has still managed to climb to back to where it was in early May. Is this a bear market bounce, or a durable bottom? We’ll explore. Plus, the Chairman of the SEC is out with some new rules for the stock market. We’ll hear from one of his biggest critics, and reveal what he thinks could be the fallout. And, we’ll bring you the action, the story and the trade in Five Below, Nio and Signet Jewelers 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.

Retail wreck, crypto & congress, and broth, booze & bargains 6/7/22 Jun 07, 2022

Show notes

Retail is getting wrecked again, as Target warns of weakening profit margins due to increased inventory and cost pressures. But is this just a Target problem, or sector wide? We’ll explore. Plus, a bipartisan bill to define and regulate the Crypto industry is being introduced on Capitol Hill today. But what does it say? And what would it actually do? We’ll give you the answers. And, we’re taking a hard look at consumer spending in Earnings Exchange. We’ll bring you the action, the story & the trade in Campbell Soup, Brown-Forman and Ollie’s Bargain Outlet ahead of results. 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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