The Exchange

Latest Episodes:

Will the bottom hold?, Marc Lasry LIVE, and bellwether, bargains & builders Jan 25, 2022

Show notes

Markets are down once again, but above the lows from yesterday’s carnage. We’ll speak with an expert who has several oversold stocks that you can still buy here. Plus, billionaire investor Marc Lasry joins us live with his take on volatility, the Fed, rates and more. And, we’ll highlight Microsoft earnings on deck, pain for solar stocks and the great homebuilder debate. 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: The Future of the Internet Jan 25, 2022

Show notes

Kelly sits down with Jonathan Chaplin of New Street Research to discuss what the internet will look like over the next five to ten years and who the major players will be. What is the future of Comcast, Charter, Verizon, AT&T, T-Mobile, and Dish? Will Elon Musk's Starlink satellite internet play a major role, or not? Will Netflix and other streaming services stay independent or be possible acquisition targets by big tech? And what acquisition did Comcast just miss out on? 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: It’s Electric! Jan 24, 2022

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Kelly talks to Chargepoint CEO Pasquale Romano about the future of electric vehicles, the impact on his company—and society as a whole—and why the alternative energy space has been so beaten up as of late. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The selloff continues, and Peloton under pressure Jan 24, 2022

Show notes

The historic market selloff rolls on, with January now on pace to be the 10th worst month ever for the Nasdaq. We’ll unpack the latest moves, and talk about some of the global pressures contributing to the selling. Plus, Peloton has in many ways been the posterchild of this selloff, and has had plenty of problems of its own. And now an activist firm wants to oust the CEO. We’ll bring you the latest details. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Volatility tea leaves, declining demand, and cats, chips & cars Jan 21, 2022

Show notes

Stocks are in the red yet again, with the Nasdaq now having its worst month since November 2008. And now $1.3 trillion of expiring options are adding to the market anxiety. We’ll explain. Plus, Netflix is on pace for its worst day in nearly a decade, after Peloton’s plummet yesterday. Are these “pandemic darlings” sinking a good sign for getting back to normal? We’ll debate. And, in today’s edition of Earnings Exchange: we’ll prep you for Caterpillar, Intel and Tesla results with a huge week of reports ahead. 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?, China cuts, and Drilling & Chilling Jan 20, 2022

Show notes

The ARK is rallying, Chinese stocks are flying, Semis are higher and FANG is nearly all in the green. Growth has been sold off hard, but we’ll talk to one expert who thinks growth stocks might be ready for a comeback. Plus, speaking of China – its central bank just cut rates, while most of the world is considering hikes. We’ll explain why. And, in today’s edition of Earnings Exchange: we’ll give you the story, the action & the trade in Schlumberger, Netflix & CSX 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.

Tight is right?, chips wrecked, and airlines & aluminum Jan 19, 2022

Show notes

The Nasdaq is officially in correction territory, down 10% from its recent highs thanks to a more hawkish stance from the Fed. And despite the stock market pain, many analysts believe they still must tighten aggressively. We’ll discuss. Plus, the chip stocks continue to get crushed, with nearly all of them lower so far this year. How much more downside might there be? We’ll explore. And, in today’s edition of Earnings Exchange: we’ll give you the story, the action & the trade in the airlines & Alcoa 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.

Conversations with Kelly Evans: How Low Can Oil Go? Jan 19, 2022

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Kelly talks to Mark Campanale, the founder and executive chairman of the Carbon Tracker Initiative. Mark explain why he thinks oil prices will ultimately head much, much lower; what kind of future returns investors should expect from Exxon and the other oil and gas majors; and the key metric to watch for when oil prices start to turn bearish. He also gives his best "ESG" investing advice--and why to avoid many of the funds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets sell off, a mega Meta deal, and banks, brokerages & beauty Jan 18, 2022

Show notes

The 10 year yield is driving toward 2%, and that’s pushing the Nasdaq nearly 10% below its November peak. We’ll reveal the best investing approach right now. Plus, video games are among the top performers today after Microsoft’s surprise bid for Activision Blizzard. We’ll explore all aspects of the blockbuster deal. And, in today’s Rapid Fire: after another rough day for earnings, we’ll look ahead to some key companies set to report tomorrow, and whether or not the trend continues. 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: America’s Biggest Nat Gas Producer on Prices and Future of the Energy Industry Jan 16, 2022

Show notes

Kelly sits down with Toby Rice, the CEO of EQT Corp., the biggest natural gas producer in the country. We talk about his career journey, from starting his eponymous firm with his brothers, to selling to EQT and later coming back--after a proxy battle--as CEO of the company in 2018. We look at why natural gas prices are so much higher in New England than other parts of the country, what can be done to solve that, and where the natural gas industry is headed. Toby also explains why he believes natural gas offers the best opportunity in the near term to confront climate change. 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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