The Exchange

Latest Episodes:

The worry trade, the safety trade and more than a meme trade? Dec 17, 2021

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Between inflation and Covid, the stock market is dealing with a lot of moving pieces right now. We’ll look at why AI, Big Data and cybersecurity could be good bets right now amid rising worries. Plus, staples are having a great month, but not all of them are created equal. We’ll give you our top picks for safety. And, in today’s Rapid Fire, we’ll talk the semi slowdown, why J.P. Morgan is ‘lovin’ it’ and whether or not AMC is more than just a meme stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed rally fades, beaten-down buy?, and a Reddit IPO Dec 16, 2021

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The Dow is holding onto early gains, but the Nasdaq is the big loser today – and the only major index still lower for December. So what’s changed since yesterday? And how do you play this market? We’ll ask the experts. Plus, AT&T is getting a boost today on an upgrade at Morgan Stanley. We’ll speak with the analyst behind the call for 20% upside from here. And, in today’s Rapid Fire: Google vs. Disney, Reddit files to go public, and an under-the-radar restaurant stock gets served some love from Wall Street. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Decision Countdown Dec 15, 2021

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Markets are trading in a tight range as investors brace for one of the most anticipated Fed decisions in a long time. With inflation running at a 39-year high, Jerome Powell surprised markets last month by retiring the word “transitory” and admitting it’s time to considering speeding up the taper. What does it all mean for the markets and the economy? We’ll ask the experts, and cover every angle for you as the decision looms just minutes away. 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: Hitting Resistance, Wholesale’s Resurgence, and the Retail Name to Watch in 2022 Dec 15, 2021

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Kelly speaks with BMO’s Simeon Siegel. They talk about how Peloton shares have fallen sharply, just like Simeon warned they would; how that restores his faith in efficient markets; and what it was like for him when they were trading above $100. They also talk about how wholesale is making a comeback as a business model, what that means for stores like Macy's and Nordstrom, and why Traeger grills are actually a good example of that. Plus--the name that Simeon thinks is one to watch into 2022. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation situation, media meltdown and top picks Dec 14, 2021

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The ugly PPI report has sent stocks into the red, as the Fed kicks off its big two-day meeting. Will they look at the data and start to taper faster? We’ll debate. Plus, media stocks have been crushed lately, but trying to stage a comeback today. We’ll look at what’s driving the losses and who’s best positioned for a turnaround. And, in today’s Rapid Fire: we’ll bring you some big calls for 2022, including Apple, Chipotle and Disney, and tell you how to trade them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed fatale?, M&A mania, and Peloton’s “Big” resurrection Dec 13, 2021

Show notes

Is it time for markets to start preparing for a worst-case scenario from the Fed? We’ll tell you what that could look like, and the likely stock winners & losers too. Plus, 2021 is shaping up to be the year of the merger, with record M&A deals. Who’s best positioned to benefit if that momentum continues into 2022? We’ll explain. And, in today’s Rapid Fire: Apple’s ascension to $3 trillion, Harley Davidson’s EV moves and Peloton’s “Big” moment. 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: An Unlikely Crypto Investor and the Next Big Thing Dec 12, 2021

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In this conversation, Kelly covers everything from her unlikely entry into the world of cryptocurrencies to the next hot investment with venture capitalist Sarah Kunst of Cleo Capital, which was involved in a big fundraise at the Winklevoss twins’ Gemini. Sarah talks about the way she fell into the space, why she keeps buying the crypto dips and why she’s dipping her toe into the clean energy names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation disconnect, feeling the pinch, and shipping, shelter & shock value Dec 10, 2021

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Stocks are on track for big weekly gains, despite the biggest jump in inflation in nearly 40 years. And even with the nasty headlines, bond yields are moving lower today. We’ll try to make sense of it all. Plus, restaurants are feeling the inflation pinch. We’ll look at who’s hurting the most, and who’s best positioned to weather the storm. And, in today’s Earnings Exchange: we’ll bring you the action, the story and the trade in Lennar, FedEx and Rivian ahead of results next week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Driving the action, a hot housing play, and chips, dips & downward dogs Dec 09, 2021

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The major averages are on track for nice weekly gains, trying to extend their winning streak to 4 straight sessions. We’ll speak with a strategist who says this rally is all about “TINA” & “FOMO,” and he’ll give us 3 stocks poised to benefit. Plus, we’ll speak with the CEO of UMH Properties about the hot housing market, and why his company’s manufactured homes are poised to take off even more. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Lululemon, Costco and Broadcom ahead of 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: Is Bitcoin going away? Dec 09, 2021

Show notes

Kelly explains why she thinks Bitcoin is here to stay, despite what many critics say. 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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