The Exchange

Latest Episodes:

“Credibility on the line”?, supply chain check, and wheels, meals & getaway deals Feb 14, 2022

Show notes

St. Louis Fed President James Bullard says the Fed needs to “front-load” tightening, and it’s credibility is now on the line. But one key data point just showed a *tiny* bit of breathing room on the inflation front. We’ll explore that and what it means for stocks. Plus, it’s not just inflation – the supply chain has struggled from overwhelming demand too. The CEO of PGA Tour Superstore joins to tell us how shelves look now. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Avis, Restaurant Brands Int’l, and Marriott 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: The economy is too strong Feb 13, 2022

Show notes

Kelly explains why the economy is running too hot for the Fed’s liking 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.

From the Desk of Kelly Evans: Don’t fear the yield curve Feb 12, 2022

Show notes

Kelly explains why it’s not worth sounding the alarm on the flattening yield curve just yet. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech-tonic shifts?, a hot housing stock, and ‘3 Buys & A Bail’ Feb 11, 2022

Show notes

It’s being called the earnings season that reshaped Tech, and the “Dean of Valuation” joins us with the names he likes now. Plus, we’ll speak with the CEO of an under-the-radar mortgage company that actually *benefits* from rising rates. And, Simpler Trading Director of Options Danielle Shay joins us for “3 Buys & A Bail” – and you won’t believe the names she’s bailing on today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Conversations with Kelly Evans: How to Break the Internet Feb 11, 2022

Show notes

Kelly sits down with Drew Elliott, the man behind "viral" hits like Kim Kardashian's famous Paper magazine cover from 2014. He shares his insight about how all brands and companies can grow their internet presence today--even ones that are less visual than MAC Cosmetics, where he is now global creative director. He talks about how brands have become networks, why being on TikTok is so important, how he's already thinking about the metaverse, and what "works" when making creative content for the internet. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation Nation, crazy car prices, and trips, payments & homes Feb 10, 2022

Show notes

Inflation came in way higher than expected today, and now economists are scrambling to catch up amid the biggest surge in 40 years. And we’re starting to see markets price in upwards of 6 rate hikes this year. We’ve got the latest data and what it means for markets. Plus, car prices have soared to unimaginable levels over the past year. But are they starting to turn for the better? We’ll speak with the Group 1 Auto CEO. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Expedia, Affirm and Zillow 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.

(Bill) Miller time, an under-the-radar reopening play, and riding, streaming & tweeting Feb 09, 2022

Show notes

In today’s show we check in with legendary investor Bill Miller. We’ll get his thoughts on markets, the Fed, inflation, crypto & more. Plus, we’ll give you an under-the-radar reopening play that’s not a cruise line or travel company, but may still have plenty of pent-up demand. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Uber, Disney and Twitter 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.

Inflation Nation, Pfizer falls, and wraps, rebounds & ride hailing Feb 08, 2022

Show notes

The 10-year yield is closing in on 2% for the first time in nearly two years, while experts brace for another 7% CPI print tomorrow. We’ll look at why stocks are rallying in the face of all of this. Plus, Pfizer shares are dropping after earnings, falling short of forecasts despite surging vaccine revenues. We’ll speak to the CEO about all of it. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Chipotle, MSG Entertainment & Lyft 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.

Fresh Fed challenges, a merger in the skies, and vaccines, video games & ‘in vogue’ Feb 07, 2022

Show notes

It’s a new week, and we have a new set of challenges facing investors – mainly from the Federal Reserve. We’ll talk to David Zervos as yields hover at the top of their recent range, and as we await the CPI report later this week. Plus, Frontier is buying Spirit Airlines in a $6.8 billion deal. Will more – and bigger – airline M&A deals be next? We’ll explore. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Pfizer, Take-Two Interactive & Coty 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.

Full speed ahead?, $100 oil, and Buy or Bail Feb 04, 2022

Show notes

After this morning’s strong jobs report, the question now is: how many rate hikes from the Fed? We have brand new data which might surprise you. Plus, crude is spiking again, now above $92 per barrel. We’ll look at the impact $100 could have on the economy, if it gets there. And, we’ll bring you a Friday edition of “3 Buys and a Bail” after some of the wildest stock moves we’ve ever seen this week. 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

Our TOPPODCAST Picks

Follow Us

Stay Connected

The Exchange

Related Podcasts

1

2

3

4

5

6