The Exchange

Latest Episodes:

Peak Inflation?, Not-so-Stablecoins, and Mortgage Mayhem. 5/11/22 May 11, 2022

Show notes

Another high inflation reading…will the Fed have to do more tightening than the market expects this year? We look at the potential fallout. Plus, Stablecoin “TerraUSD” broke its one-to-one peg to the dollar, plunging to as low as 26 cents. How did it happen and where do we go from here? And, as mortgage rates rise, so is the demand for riskier loan products. Adjustable rate mortgage applications hitting a 14-year high last week. The CEO of one of America’s largest lenders joins us with the trends he’s seeing and the implications for the housing market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What to buy now, Peloton’s problems, and Earnings Exchange 5/10/22 May 10, 2022

Show notes

The morning’s attempt at market rebound is fading, as the Dow erases an early 500 point gain and turns negative. What should you do as the markets try to find a bottom? We’ll bring you some stock picks. Plus, the wheels continue to fall off for Peloton, now down 85% this year. What can the company do to right the ship? We’ll explore. And, we’ll bring you the action, the story and the trade in Coinbase, Rocket Companies and Occidental Petroleum ahead of results on deck. 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: Soaring rates and the next inflation problem 5/9/22 May 09, 2022

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Kelly ponders what comes next 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.

Stocks extend losses, banking on Financials, and Earnings Exchange 5/9/22 May 09, 2022

Show notes

There’s been no letup from the market selling pressure, as the Nasdaq falls to its lowest intraday level since November 2020. Are the markets stuck in this cycle until Fed Chair Powell gets more aggressive? We’ll debate, and tell you where to find value right now. Plus, Financials are falling despite rising rates. So what’s the disconnect? We’ll explore, and tell you whether or not you can still bank on this trade. And, we’ll preview three big names getting ready to report in Earnings Exchange, with XPO Logistics, Simon Property Group & Peloton results on deck. 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, checking the charts, and more jobs, more wages? 5/6/22 May 06, 2022

Show notes

It’s been a roller coaster day for the averages, as the markets close out another volatile week of trading. We’ll cover a bunch of stock picks from every corner of the market, and debate where things go from here. Plus, we’ll take a hard look at the charts to determine whether we’ve gotten the “all clear,” or if the bottom is yet to come. And, we’ll check out the employment picture after another strong jobs report, and explore whether or not Fed Chair Powell needs to put bigger rate hikes back on the table. 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: What are we even rooting for anymore? 5/6/22 May 06, 2022

Show notes

Kelly explains why it’s getting increasingly difficult to react to economic data in this market environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tracking the market selloff 5/5/22 May 05, 2022

Show notes

The averages are selling off in a big way, on pace for their worst day of 2022 and wiping out yesterday’s huge Fed-fueled relief rally. A 75 basis point rate hike might be off the table, but inflation certainly is not. We’ll cover all the angles, and tell you the best ways to make money right now as we try to make sense of this market, and whether or not the Fed is making a historic mistake. 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: Everyone's confused about inflation (#teamfullpointhike) 5/5/22 May 05, 2022

Show notes

Kelly explains why investors are concerned the Fed may not have been hawkish enough at the May FOMC meeting. 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 the Fed, go for Growth?, and ‘where in the world’ 5/4/22 May 04, 2022

Show notes

We’re just one hour away from the Fed’s decision on interest rates, with a half-point hike expected to come. But how hawkish will the statement be? And what will Chair Powell say? We’ll cover all the market angles for you. Plus, as the Fed ramps up tightening and rates surge, it seems like the worst time to buy into Growth stocks. But we’ll ask an expert why he believes they’re starting to look attractive, and which headwinds he sees abating. And, it’s not just the U.S. -- central banks are raising rates around the world. We’ll take a trip around the globe looking for potential investing opportunities with longtime investor Mark Mobius. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed, up!, Risky business?, and chips, cars & coffee 5/3/22 May 03, 2022

Show notes

A half-point hike is what most are expecting from the Fed tomorrow, but one expert says don’t rule out a 75 bps hike down the road. She’ll join us to explain what else she sees ahead, and where you can find opportunities in the market in the meantime. Plus, as mortgage rates rise, riskier loans are making a comeback. How might this affect the market and economy moving forward? We’ll explore. And, we’ll bring you the story, the action and the trade in AMD, Lyft and Starbucks 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.

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