The Exchange

Latest Episodes:

Conversations with Kelly Evans: From the Gridiron to the Trading Pits Feb 04, 2022

Show notes

Kelly sits down with two very familiar faces to CNBC viewers: Jon and Pete Najarian. They discuss how they made their ways into the NFL, then wound up in the Chicago trading pits. Jon and Pete reveal the ups and downs in their careers, their thoughts on recent NFL controversies, and how they put made “unusual activity” their signature. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Facebook flops, employment issues, and e-commerce, EVs & selfies Feb 03, 2022

Show notes

Meta’s big earnings miss has the stock on pace for its worst day ever, and dragging other social media names right down with it. We’ll take a hard look at the results & guidance. Plus, there’s plenty of nervousness about tomorrow’s big jobs report, with experts bracing for big declines due to Omicron. We’ll get an inside look at the labor market. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Amazon, Ford and Snap Inc. with results on deck 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.

A spending shift, energy’s record run, and microchips, music, and the Metaverse Feb 02, 2022

Show notes

After two years of buying stuff and skipping experiences, is that trend about to reverse? We’ve got the numbers, and the market impact – from stocks to inflation. Plus, all of these new experiences mean a lot more flying and driving. Is there more room to run in oil & energy stocks? We’ll get some top picks for 2022. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Qualcomm, Spotify & Meta 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.

The Fed’s inflation fight, payment problems, and cloud, cars, & chips Feb 01, 2022

Show notes

Yields spiked this morning after the ISM Prices Paid Index reversed higher again – the last thing the Fed wants to see right now. But which tools will be more effective in battling it: rate hikes, or cutting the balance sheet? We’ll ask the experts. Plus, PayPal reports earnings tonight, and the stock is down 25% since it abandoned its pursuit of Pinterest. What can turn it around? We’ll explore. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Alphabet, GM & AMD 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: This time is actually different Feb 01, 2022

Show notes

Kelly explains why investors should keep a close eye on the flattening yield curve. 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: “Creative as a Subscription,” or Disrupting the Traditional Ad Model Feb 01, 2022

Show notes

Kelly sits down with Mark Douglas, CEO of MNTN, about the company’s “Creative as a Subscription” model, the big firms investing big money, how MNTN plans to change the future of TV advertising…and what it’s like to work with Ryan Reynolds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A cold January, ‘churn, baby churn!’ and semis, shipping & surging oil Jan 31, 2022

Show notes

The Nasdaq is trying to avoid posting its worst January ever, but headed for a doubt digit drop this month either way. Will February usher in a break from the selling and volatility? We’ll give you a list of names to buy right now. Plus, a lot of the shine has suddenly rubbed off on streaming stocks. Is the business model broken? We’ll debate. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in NXP Semi, Exxon & UPS ahead of results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech takeaways, bet on Biotech?, and 3 buys and a bail Jan 28, 2022

Show notes

Another topsy turvy trading session, with the Dow sinking more than 350 points before reversing and turning positive. The Nasdaq is higher at the moment, but still on pace for its worst month since October 2008. We’ll look at the key takeaways from tech earnings, and see how next week’s results could impact markets. Plus, Biotech has been a horrible bet lately, with the XBI & IBB ETFs both down around 20% this year. We’ll look at who looks like a “buy” here. And, after this week’s wild swings, our trader has 3 stocks to buy right now, and one to bail on as soon as you can. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Roller coaster action, the case for commodities, and Tech, Trades & Tractors Jan 27, 2022

Show notes

There’s been volatile trading since the Fed’s meeting yesterday. Futures plunged, then stocks surged at the open, and now they’re losing gains. The Nasdaq is still on pace for its 5th straight down week, and we’ll speak with an expert who warns that tech still isn’t a buy. Plus, we’ll look at 5 key tailwinds for commodities that could give the sector a long-term boost. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Apple, Robinhood and Caterpillar ahead of results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Decision time, living up to the hype?, and buy or bail Jan 26, 2022

Show notes

We’re just an hour away from today’s big Fed decision, where Jerome Powell is expected to telegraph a rate hike in March. Is this a sell-the-rumor, buy-the-fact moment? Or could markets still be surprised to the downside? We’ll debate. Plus, Tesla reports earnings after the bell. The stock is down 10% this year, but Elon Musk might be back on the call. We’ll bring you a preview. And, after the selloff we’ve seen in markets, our trader has three stocks to buy on the dip, and one to bail on 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