The Exchange

Latest Episodes:

Fed up with inflation, unmasked, and the defense trade 4/19/22 Apr 19, 2022

Show notes

Stocks are on the rise, despite yields surging higher once again. Is the market rally just a head fake? We’ll debate. Plus, it’s a big win for the airline industry now that mask wearing is optional on flights. But is there more turbulence ahead? We’ll explore. And, the CEO of Lockheed Martin joins us to talk earnings, supply chain and the company’s talks with the Pentagon about sending weapons to Ukraine. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Go for growth?, rising rates and off the grid 4/18/22 Apr 18, 2022

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The 10-Year Treasury Yield just hit 2.88%, the highest level we’ve seen since 2018. That means mortgage rates aren’t done going higher, either. And as for stocks? We’ll speak with an expert who says you should dump growth and go for dividend payers right now. Plus, we’ll tell you three Tech stocks to buy and one to avoid in a “rising rates” edition of 3 Buys & A Bail. And, we’ll take a look at the missing link in the clean energy revolution: the power grid. We’ll give you some under-the-radar plays to cash in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recession protection, making money in mortgages and 3 Bails & A Buy 4/13/22 Apr 13, 2022

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More than half of Americans believe we’re heading into a recession. And if history is any guide, they’ll likely be proven right. But that history doesn’t include inflation spikes like the one we’re seeing now. We’ve got stock picks for whichever type of market you want to bet on. Plus, as rates rise and the mortgage market slows, we’ll speak with the CEO of Rocket about how his company can make money in this environment. And, our trader is worried about earnings season, seeing potential destruction ahead for some stocks. We’ll get her 3 “Bails” and one “Buy” for investors here. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation peaking?, the box office battle, and Banking, Bedding & Boarding 04/12/22 Apr 12, 2022

Show notes

Inflation just hit a new 40-year high, and the market seems to think the worst of it might be behind us. But is that sentiment premature? And will it change anything when it comes to the Fed’s tightening plan? We’ll discuss. Plus, we’ll speak with the CEO of Paramount Pictures about the box office, streaming wars and if there’s more room to run in the stock. And, we’ll bring you the action, the story and the trade in a big bank, a beaten-down retailer and an airline all set to report 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.

Not so fast?, Musk’s next move, and a new hot spot? 4/11/22 Apr 11, 2022

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Yields are spiking around the globe, and that continues to be a huge headwind for Tech. The Nasdaq is now down 1,000 points in the past week. But is talk of a recession premature? We’ll speak with an analyst who says even the downturn in the transport stocks isn’t as bad as you might think. Plus, Elon Musk’s Twitter saga has taken a new turn, as he won’t take a seat on the board after all. So where do we go from here? We’ll explore. And, as China’s Covid lockdowns grow, will American companies look to move manufacturing operations elsewhere? We’ll look at the fallout. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Too far, too fast?, rates & real estate, and 3 Buys & A Bail 4/7/22 Apr 08, 2022

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As rates continue to shoot higher, we’ll hear from one economist who says the Fed won’t be able to follow through on its tightening plans. Plus, we’ll do a deep dive on how rising rates are impacting real estate. Could we be at a turning pointing from residential to office strength? We’ll ask Don Peebles. And, earnings season kicks off next week, led by the big banks. But which is a buy, and which is a bail? We’ll ask our trader Gina Sanchez. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed’s toolbox, “nailed” it, and Apple swings for the fences 4/7/22 Apr 07, 2022

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The market is still feeling a bit nervous as the Fed gets more aggressive on tightening, and now there’s a new wrinkle they’ll need to digest too. We’ll discuss. Plus, Home Depot & Lowe’s are both down more than 20% this year as rising rates spoil the reno boom. We’ll speak with the analyst that called this home improvement downturn last year. And, today is opening day for Major League Baseball, which also marks the debut of MLB games exclusive to Apple. Will it be a home run, or a strikeout for the tech giant? 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.

From the Desk of Kelly Evans: The bond rout deepens 4/7/22 Apr 07, 2022

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Kelly helps make sense of carnage in the bond market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

An Ugly Market Session, What the Fed said, and Trading Teen Trends 4/6/22 Apr 06, 2022

Show notes

The market is flashing plenty of warnings signals, so what’s the right playbook now? We take a look. Plus, as the market braces for an aggressive Fed, we look ahead to the latest fed minutes and what they may tell us about the balance sheet and rate hikes. And taking the pulse of teenagers in America. We look at what they’re buying, eating and sharing-and how to trade the trends. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Much too high”, board already?, and 3 Buys & A Bail 04/05/22 Apr 05, 2022

Show notes

Some hawkish words from a usually dovish Fed Governor, with Lael Brainard saying inflation is much too high, and the Fed may have to get even more aggressive. We’ll look at the fallout as rates rise. Plus, Elon Musk is joining the Board of Twitter, just a day after disclosing his stake in the company. We’ll speak with an analyst who’s downgrading the stock despite it soaring 30% in 2 days. And, we’ll get a trader’s take on 4 major stocks – 3 to buy here, and one to avoid -- just as earnings season heats up and the yield curve inverts 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.

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