The Exchange

Latest Episodes:

Conversations with Kelly Evans: Decoding NFTs Dec 08, 2021

Show notes

Staying in the metaverse, Kelly chats with NFT artist GM Render about how he discovered digital art, his ongoing projects, and how NFTs and the metaverse are returning power to the people. They also explore how one group nearly bought a copy of the U.S. Constitution for $40+ million. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Betting big on small caps, losing charge?, and from fashion to food Dec 08, 2021

Show notes

Stocks are taking a breather today after back-to-back strong gains that have helped close the gap on the recent selloff. But small cap names are still lagging the rest of the market this year. We’ll give you four stocks that are good buys at these levels. Plus, shares of ChargePoint are lower on a wider-than-expected loss, and down 30% since going public. We’ll speak with the CEO about earnings, expansion and the Infrastructure bill. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Gamestop, Rent The Runway and Hormel 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: Apple and the Metaverse Dec 08, 2021

Show notes

Kelly speaks with Justin Fuisz, CEO and Co-Founder of Octi, a recently launched social media app, about the rapid changes in the metaverse space. We talk about why Apple is a key player to watch; why Octi intentionally looks and feels a lot like TikTok right now; and how people should best get familiar with this emerging space. They also discuss the risks to Facebook's ambitions, and how Octi makes money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets rally, semis surge and mega margins Dec 07, 2021

Show notes

We’re seeing a mega market rally for the second straight session, with the Nasdaq leading the way this time. We’ll look at what’s changed, and what stocks could be the next great opportunities in the tech space. Plus, semiconductors and cloud names are flying high today, while media stocks are selling off. We’ll dig deeper into today’s big movers. And, strong guidance and record margins have shares of Designer Brands soaring. We’ll speak with the CEO about the consumer and the holiday shopping surge. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Volatility to Stay?, The Future of Energy, Changing the Ad Game? Dec 06, 2021

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Stocks are in rally mode today but we’ve been here before. Is the volatility here to stay into year-end? We’ll look at how to best position yourself. Plus, putting a price on carbon. Former BP CEO Bob Dudley says it’s necessary but how will energy companies cope with that? And where does he see oil prices going from here? We’ll ask him. And, you may know him as Deadpool or as the face of Aviation Gin, but actor Ryan Reynolds is also working to change advertising. He joins us live with the disconnect he sees in the industry and how his new venture hopes to disrupt the space. 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 Energy Evolution Dec 05, 2021

Show notes

Kelly talks to Graham Copley, Founding Partner at C-MACC about two critical issues: the supply chain and the energy transition away from fossil fuels. They dig into why Graham isn’t worried about permanent logistics issues and why inflation isn’t here to stay. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Making Sense of the Markets, Building the Metaverse Economy, Surprising Restaurant Winners Dec 03, 2021

Show notes

The Nasdaq selling off in tandem with falling rates. What’s behind the tech disconnect…and where you can find opportunities. Users are spending millions of dollars on real estate in the metaverse. We explore how a virtual reality is creating real world jobs. And the restaurant darlings of the pandemic are falling out of favor with investors…what’s driving the dining drop. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another Day…Another Wild Move, The “Great Reevaluation,” and Enron’s Complex Legacy Dec 02, 2021

Show notes

What a difference a day makes…again. After a late-day selloff yesterday, the major indices stage a big rebound. We explore whether investors should wait for the volatility to calm down or go bargain hunting. Recruiter.com CEO Evan Sohn joins us ahead of the November Jobs Report to discuss employees’ and employers’ changing priorities as candidates reevaluate what they want out of new positions. Plus, Enron went bankrupt 20 years ago today. And while the ensuing fraud scandal was epic, Enron leaves behind a complex legacy…one that includes video conference calls and digital streaming. 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 Lower Oil Prices Dec 02, 2021

Show notes

Kelly talks to Stan Majcher, Mid-Cap Value Portfolio Manager at Hotchkis & Wiley. They cover the Biden administration’s plans to lower oil prices, the structural issues in the energy industry, big oil’s spending issues, and where to invest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed’s Market Impact: Bulls v. Bears, Reshoring Chip Manufacturing, and Buy the Dip in Airlines? Dec 01, 2021

Show notes

Before the CDC said the first Omicron case in the US has been identified, stocks were higher on day two of Powell and Yellen on the Hill, we dig into what their testimony means for both the bulls and the bears and how to play it. With AWS announcing two new chips and Apple bringing production in house, we look at what the manufacturing reshoring trend means for the global chipmakers. Plus, a wild week for airlines as covid variant concerns weigh…should you buy the dip? One trader says yes. 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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