The Exchange

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Financials fall, tech volatility, and bargain or bail? Jan 14, 2022

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Earnings season is starting off on the wrong foot, as Financials – one of the best performers of the new year – are now dragging down the Dow. We’ll look at what went wrong for the banks, and what it means for the inflation trade, too. Plus, the Nasdaq jumped at the open before falling back. We’ll give you tips on how to ride out the volatility in the Tech trade right now. And, in today’s Rapid Fire: we’re shopping for bargains. We’ll bring you 4 stocks that are down big this week, and explain if it’s time to buy or bail! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech turns lower, the Great Resignation, and calls of the day Jan 13, 2022

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A strong session today for reopening trades, while Tech is on track to break a 3-day winning streak. We’ll give you 3 stocks to buy in this rising rate environment, and gauge how much pain lies ahead Tech stocks. Plus, are people leaving the workforce, or are they actually starting companies of their own? We’ve got the data. And, in today’s Rapid Fire: we’ll bring you the trades in Banks, Toys, Rental Cars & Online Dating. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation spikes, electric & expensive, and cruises, commerce & Crocs Jan 12, 2022

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The word of the day is Inflation, with the CPI posting its biggest jump in 40 years. And yet markets aren’t selling off, and bond yields are actually lower. We’ll look at what the real story is here. Plus, can EV makers get the costs to make them down low enough to please customers AND bankers? We’ll explore. And, in today’s Rapid Fire: travel troubles, payment problems and the craze over Crocs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A rally, a rotation, and a red flag Jan 11, 2022

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The Nasdaq is rallying back today, just as Fed Chair Jerome Powell testifies before the Senate. Are the two connected? We’ll discuss. Plus, could Jamie Dimon be a factor? His bullish remarks on our show are also being cited as turning sentiment. Is the ‘great rotation’ over? We’ll debate. And, in today’s Rapid Fire: Twinkies, Donuts, Chips, and a potential red flag for bitcoin & the crypto craze. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Tech Wreck, Reddit Rebellion, and Jamie Dimon on CNBC Jan 10, 2022

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Another tough day for Tech, as the Nasdaq sinks below a key technical level, down 10% from recent highs. Is it Goldman Sachs’ fault? The bank is now forecasting 4 rates hikes this year. We’ll get latest on the Fed & the fallout. Plus, it’s been one year since ‘Meme Mania’ consumed markets. We’ll look at the biggest winner & losers since then. And, J.P. Morgan Chase Chairman & CEO Jamie Dimon joins CNBC to discuss his 2022 outlook for markets, rates, Covid & more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The jobs puzzle, can bitcoin bounce back?, and Metaverse Mania Jan 07, 2022

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The jobs reports disappointed once again, though the unemployment rate fell below 4%. So do we have a strong labor market or not? We’ve got both sides of that debate covered. Plus, Bitcoin just hit its lowest level since September, but drops like these have happened before. Will it bounce back like always? We’ll explore. And, in today’s Rapid Fire: Gamestop’s NFT plans, the software surge and who’s ahead in AR? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A short-lived selloff?, important employment, and Buybacks, Bounce backs & $BBBY Jan 06, 2022

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Is the Tech selloff already over, or just taking a rest? We’ll speak with the “Dean of Valuations” about where he sees value in these markets. Plus, the labor market is so strong that it’s brining the Fed off the sidelines. Will tomorrow’s jobs number keep that narrative intact? We’ll debate. And, in today’s Rapid Fire: where Wall Street sees value in some hard hit stocks, including Bed, Bath & Beyond. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech wreck, the new Blackberry, and the afternoon action Jan 05, 2022

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The great dispersion continues into the third trading session of the year. High multiple stocks are suffering, while low multiple stocks outperform. Plus Value outperforms Growth, and Industrials outperform Tech. Should you chase these moves, or fade them? We’ll discuss. Plus, the last remaining Blackberry phones went dark yesterday, as the company pivots to its software business. We’ll talk to the CEO about the next chapter. And, we’ll highlight the afternoon action in markets. We’ve got the story & the trade in Intel, AT&T and Beyond Meat. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Threat to the rally, dog of the Dow, and the three B’s Jan 04, 2022

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Energy & Financials are flying, Tech is tanking and bond yields are strengthening. All this as a formerly dovish Fed official just got a little more hawkish. We’ll reveal the biggest threat to the market rally right now. Plus, Disney was the worst stock in the Dow last year, but Wells Fargo just named it a top pick anyway. We’ll speak with the analyst behind the call. And, in today’s Rapid Fire: betting on Amazon, beating bitcoin, and being Adam Neumann. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ready to rally?, bond breakout and the Street’s top picks Jan 03, 2022

Show notes

Markets are trying to start the year with gains, though some analysts are concerned valuations are too high coming off last year. But is the market actually *cheaper* now? We’ve got the numbers. Plus, bond yields are popping right now, as the morning breakout gains more stream. We’ll look at the global bond selloff & other trends to watch in 2022. And, in today’s Rapid Fire: analysts are placing their bets. We’ll look at four top picks for the year ahead across four different sectors. 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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