The Exchange

Latest Episodes:

Opportunity in volatility, buying the tech wreck, and countdown to the Fed 5/2/22 May 02, 2022

Show notes

It’s a new month, and investors are hoping a new start to a new market too. We’ll speak with an expert who insists we’re near the end of this selloff, and will explain why. Plus, we’ll highlight the “6 Pillars of Tech,” from software to 5G wireless. We’ll look at the ‘least bad’ names amid the wreckage and tell you how to trade them here. And, we’re just 48 hours away from a historic Fed decision. Everyone is expecting a half point hike, but David Zervos will explain why the Fed can’t afford to be complacent. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

50 points for sure?, Cathie Wood live, and 3 Buys & A Bail 4/29/22 Apr 29, 2022

Show notes

Stocks are lower, with the S&P 500 on track to cap off its worst month since the pandemic first hit. And it comes amid another red-hot inflation reading. If you were hoping the Fed’s hawkishness was peaking, you might have to wait. We’ll explore what it means for markets and your portfolio right now. Plus, Ark Invest’s Cathie Wood joins us live to discuss some of the largest holdings in her Ark Innovation Fund, on the heels of beefing up her stake in beaten-down Teladoc. And, we’ll bring you a special “earnings hangover” edition of 3 Buys & A Bail, where we’ll tell you which stocks to scoop up or ditch after results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A bold recession call, and big tech on deck 4/28/22 Apr 28, 2022

Show notes

Stocks are in the green again today, despite a surprise drop in GDP. But it’s not last quarter that people are really worried about. We’ll check in with a seasoned economist who says there’s no way the Fed can pull off a soft landing here, and that the coming downturn will be worse than he thought, too. Plus, with how should investors trade big tech names ahead of Q1 results? We’ll give you the story, the action and the trade in Amazon, Intel and Robinhood 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.

No alternative?, chip wreck, and Earnings Exchange 4/27/22 Apr 27, 2022

Show notes

Not only are stocks higher today, but the Dow is rising despite a huge drop in Boeing shares post-earnings. But the S&P 500 is still down 6% in the past week. Are U.S. stocks no longer the best game in town? We’ll explore. Plus, looming China Covid lockdowns mean the chip shortage could get worse before it gets better. We’ll tell you who’s most exposed. And, earnings have been all the difference in this market. We’ll look at Meta, Pinterest and Teladoc ahead of results after the closing bell today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another ugly day, how many hikes?, and Earnings Exchange 4/26/22 Apr 26, 2022

Show notes

Stocks are selling off once again today. Yesterday they turned positive in afternoon trading, but today looks like a different story. We’ve got all the angles covered. Plus, while some experts are calling for a recession, others are saying the Fed isn’t tightening enough. We’ll explain why new economic data has some calling for even more hawkishness. And, the Nasdaq is down nearly 3% with a host of big tech earnings on deck. We’ll highlight Alphabet and Microsoft 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.

Driving the action, Fast Fed, and the busiest week of earnings season 4/25/22 Apr 25, 2022

Show notes

Stocks and yields are dropping in tandem today, while oil falls as Covid spreads in China. We’ll look at the early fallout, and the ripple effect from the surging U.S. dollar. Plus, all of this is happening amid the fastest Fed tightening cycle in 40 years. Will it be forced to back off those plans, or is this action actually helping achieve its goals? We’ll explore. And, the busiest week of earnings season is now underway. We’ll take a look at General Electric, 3M and Whirlpool 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.

Fed fallout, gaining altitude, and big tech on deck 4/22/22 Apr 22, 2022

Show notes

Stocks are selling off sharply as yields rise, a day after Fed Chair Jerome Powell signaled a 50 basis point rate hike is on the table. We’ll cover all the angles. Plus, not every sector is down today. Airlines have been a key outperformer, and one analyst says there’s still more upside to come. He’ll join us to explain why. And, with big tech earnings on deck next week, we’ll look at three names to buy and one name to bail on in the space ahead of upcoming results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rate hike hint?, a streaming sea change, and camera, consumers & crude 4/21/22 Apr 21, 2022

Show notes

We’re moments away from hearing Fed Chair Jerome Powell speak live at the IMF roundtable. Will he solidify the case for a 50 basis point rate hike in May? We’ll bring you in as he speaks. Plus, a day after Netflix plunged on major streaming changes, there’s word that CNN+ is shutting down less than a month after launching. We’ll have the latest details. And, we’ll bring you the story, the action and the trade in Snap Inc., American Express and Schlumberger 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.

What’s next for Netflix?, oil spillover and cars, planes & metal 4/20/22 Apr 20, 2022

Show notes

If you thought the action in Netflix looked bad last night, it’s even worse today – now down 37%, and dropping below $100B market cap. Is it too late for the streaming pioneer to turn things around? We’ll talk to the analyst who called this one right -- Needham’s Laura Martin. Plus, is what’s bad for Netflix good for other parts of the market? We’ll speak with an expert who says this makes him even more bullish on energy now. And, we’ll give you the story, the action and the trade in Tesla, United Airlines and Alcoa ahead of results after the closing bell today. 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's going on with commodities? 5/19/22 Apr 19, 2022

Show notes

Kelly explains what commodity prices are signaling about the economy right now. 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