The Exchange

Latest Episodes:

Navigating volatility, supply shock ahead?, and the rate hike debate Feb 25, 2022

Show notes

Stocks are higher for the 2nd day in a row, with the Dow rallying nearly 800 points. But can the rally last if geopolitics get worse? We’ll explore. Plus, oil is dropping today, but Jeff Currie says uncertainty around Russia sanctions could still send crude to $125 per barrel. He’ll join us to explain why. And, could the Ukraine crisis derail the Fed’s tightening plan? We’ll speak to John Taylor who says “no” it should not. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market bottom?, Russia-Ukraine crisis and commerce, Covid & concerts Feb 23, 2022

Show notes

Stocks gave up their early gains, as Ukraine appears to be the victim of a cyberattack. The S&P is now within 1% of its January intraday lows. Are those lows safely in, or not? We’ll explore. Plus, as more sanctions get issued on Russia, we’ll speak with an expert who has one key thing the West should watch for. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Alibaba, Moderna and Live Nation with 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.

Stocks sink amid escalation in Ukraine Feb 22, 2022

Show notes

Stocks are falling as the White House is now calling Russia’s actions in Ukraine an invasion. But we’re seeing a big reaction in oil & energy, despite the future of a major gas pipeline in Europe hanging in the balance. We’ve got all the market angles covered, and will bring you to the White House live with President Biden expected to speak any moment. 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: War versus wage gains Feb 22, 2022

Show notes

Kelly explains why it’s too soon to assume the crisis in Ukraine will change the Fed’s plans to hike interest rates. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nervous markets, housing to halt?, and 3 Buys & A Bail Feb 18, 2022

Show notes

The averages are heading for their second straight down week, as the Russian threat to Ukraine hangs over the market. How should you prepare as we head into this three-day holiday weekend? We’ll ask the experts. Plus, are high prices and low inventory going to slow the red-hot housing market to a halt? We’ll ask the CEO of Realogy. And – one trader, four stocks. Danielle Shay of Simpler Trading joins us for another 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.

Even more hawkish?, Russia rattles markets, and streaming, selling & sports betting Feb 17, 2022

Show notes

The Street is still getting more hawkish on the Fed, with J.P. Morgan now upping its forecast to 7 rate hikes this year. We’ll talk to their economist about why, and whether a Ukraine crisis would deter the central bank’s plans. Plus, stocks are in the red again after President Biden said the threat of a Russian invasion of Ukraine is “very high.” We’ve got the latest details. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Roku, Redfin & DraftKings with 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.

How many hikes?, troops & tensions, and semis, shopping & snacking Feb 16, 2022

Show notes

Inflation numbers continue to come in red hot, with the latest Fed minutes just moments away. We’ll speak with the man who called for 7 rate hikes this year, and ask if he’s sticking to that forecast. Plus, stocks are falling once again after NATO said Russia is actually putting more troops near the Ukraine border. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Nvidia, Walmart & Doordash with 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: Throw out the old framework Feb 16, 2022

Show notes

Kelly explains why the Fed needs a new playbook to fight inflation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Prices or Putin?, $200 oil?, and rentals, retail & Roblox Feb 15, 2022

Show notes

Stocks are higher as Putin backs off…for now. And at the same time, we just got another hot inflation reading. We’ll look at the tug-of-war going on between these headlines, and the impact for markets and your portfolio. Plus, oil is reversing after hitting a 7-year high. But we’ll speak with an expert who says $120/barrel could still be on the horizon. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Airbnb, Shopify and Roblox with 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: Between a rock and a hard place Feb 14, 2022

Show notes

The Fed faces a challenge unlike anything Kelly’s seen before. 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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