The Exchange

Latest Episodes:

Recession obsession, social distortion, and Earnings Exchange 5/24/22 May 24, 2022

Show notes

There are so many trouble spots in the market today, from Tech to Retail and even new home sales plunging. Are we headed for a recession? Or is this just a post-pandemic reset? We’ve got your playbook on what’s working right now. Plus, we’ll do a deeper dive on what’s ailing the social media space. If the Internet ad boom is near an end, what comes next? We’ll explore. And, we’ll give you the action, the story and the trade in Toll Brothers, Nordstrom and Dick’s Sporting Goods in our latest edition of 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.

Recession fears overblown?, rising tensions, and cars, calls & computers 5/23/22 May 23, 2022

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CEOs of some of America’s biggest banks are now saying recession fears are overblown. But former Fed Governor Lawrence Lindsey disagrees. He’ll us join to explain why. Plus, President Biden says he’s willing to use force to defend Taiwan. And China is reacting angrily, saying there’s no room for compromise on the issue. We’ll bring you the latest details. And, we’ll give you the action, the story and the trade in Zoom Video, Best Buy and two beaten-down auto parts retailers in our latest edition of 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.

100 bps or bust?, Tech bargain bets, and 3 Buys & A Bail 5/20/22 May 20, 2022

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We’ve officially hit a bear market, as the S&P 500 slides 20% from its record intraday high set back in January. Jim Cramer says Fed Chair Powell needs to go big, and he needs to do so now. We’ll explain why the case for further tightening still remains strong. Plus, it’s time to get into Tech, but not with the usual suspects. We’ll reveal three mid and large-cap names Goldman Sachs sys are buys right now. And, we’ll give you three names to buy, and one to avoid amid market volatility in 3 Buys & 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.

Wild swings, the retail rut, and chips, clothes & crops 5/19/22 May 19, 2022

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The Nasdaq is trying to rebound after a 5% plunge yesterday, while the Dow is negative once again. We’ll speak with a 5-star fund manager who has 5 picks to weather macro headwinds. Plus, retailers with pricing power are outperforming, but no one seems to care. One analyst is even cutting estimates across the board – except for two names. And they might surprise you. And, we’ll give you the action, the story and the trade in Applied Materials, VF Corporation and Deere & Co. ahead of results in our latest edition of 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.

Stocks Sell Off, Margins Collapse, and a Super Bubble? 5/18/22 May 18, 2022

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An ugly session on Wall Street. Target logging its biggest earnings miss since 1996 just a day after Walmart had its worst trading day since 1987. We have the latest on the profit margin collapse and what it says about the strength of the consumer. Plus, an exclusive interview with famed value investor Jeremy Grantham. He warns that these declines are signs that the market overall has a lot further to drop. He also warns that inflation will be a problem for decades. And, transport stocks get hit hard with a gallon of gas averaging $4 dollars in every state for the first time ever. We look at whether there could be any relief in sight. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Warning signs, metals melting, and a chip contender 5/17/22 May 17, 2022

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Shares of Walmart are getting slammed, on pace for their worst day in 35 years after the CEO made some troubling comments about inflation pressures. Is this a warning sign that consumers are paying so much more for food that they won’t be able to afford other items on their shopping list? We’ll explore. Plus, we’re in the thick of red-hot inflation and a volatile stock market. So why are “safe haven” precious metals losing value? We’ll ask the CEO of Barrick Gold. And, chip stocks are higher today after AMD got an upgrade to “Buy” at Piper Sandler. We’ll speak to the analyst behind the call about why he sees 40% upside from here. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Beaten down, bouncing back?, Crypto Crush, and Retail Results 5/16/22 May 16, 2022

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Stocks are starting the week the same way they finished the previous 6: lower. We’ll look at some beaten-down stocks and as if now is the time to buy. Plus, Bitcoin is sliding again today, trading back below $30K. What’s going on in the crypto market, and why aren’t investors buying in? We’ll explore. And, as a big week of retail earnings kicks off, we’ll highlight Walmart and Home Depot 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.

Stocks rally, a Twitter saga twist, and the “4 D’s” 5/13/22 May 13, 2022

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Stocks are rebounding today as they close out a brutal week. Everything from Large Cap Tech to crude oil surging higher. We’ll speak with an expert who says her client influents are up, and outflows are nearly nonexistent. We’ll ask which names she’s buying now. Plus, Elon Musk announced his deal to buy Twitter is on hold, only to say he’s “still committed” a short time later. We’ll bring you the latest details in the saga. And, we’ll highlight “4 D’s” – a defensive name, a dividend payer, a disruptor and a “disaster” -- in our latest edition of 3 Buys & 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.

From the Desk of Kelly Evans: Crypto has its 2008 moment 5/13/22 May 13, 2022

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Kelly opines on the collapse in cryptocurrency prices. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crypto gets crushed, buy now & pay for it later?, and Bill Miller live 5/12/22 May 12, 2022

Show notes

It’s shaping up to be another wild day for the markets, as the S&P 500 briefly touches its lowest level in more than a year. Legendary investor Bill Miller, who called the pandemic bottom on our show in March 2020, joins with advice on what to do right now. Plus, Bitcoin is reversing higher after briefly slipping below $25,000. Can you – and should you – still own it for the long run? We’ll debate. And, BNBL player Affirm reports results today. With shares down 85% this year, should you buy it now, or will you pay for it later? 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.

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