The Exchange

Latest Episodes:

Powell Tanks Stocks, Consumer Confidence Hits 9-Month Low, Green Apple in a Sea of Red Nov 30, 2021

Show notes

Fed Chair Jay Powell triggering a sell-off after he said the QE taper timeline could accelerate and that inflation is no longer ‘transitory.’ We dig into what it means for the equity and bond markets…and where to find opportunities. Consumer Confidence hit a low not seen since February as inflation continues to weigh…Conference Board CEO Steve Odland digs into what it means for retailers and the labor market. And Apple was a rare bright spot, Needham’s Laura Martin reveals why she’s staying bullish on the tech giant despite the tech wreck. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Rebound, Crypto Headwinds, and Dorsey Departs Nov 29, 2021

Show notes

Stocks bouncing back after Friday’s big selloff. Did the markets overreact to Omicron? We’ll explore. Plus, Jack Dorsey is stepping down as CEO of Twitter. With the stock down 40 percent from its February high, we look at what’s next for the company. And, Bitcoin rebounding today but still down double digits in the last two weeks. We look at why the Omicron variant isn’t the only thing driving the selling. 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: Payment Problems? Nov 26, 2021

Show notes

In this conversation, CNBC reporter Kate Rooney helps walk us through the big changes that have created headwinds for payment giants Visa and Mastercard. We talk about the significance of Visa's bid for Plaid; the rise of new rival payment networks; and which crypto names could also end up significantly disrupting this 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: Tapering When Wall Street is Shrinking Nov 25, 2021

Show notes

Kelly talks to Natalliance Head of International Fixed Income, Andrew Brenner. They cover the main issues markets could face as the Fed begins to taper bond purchases, and discuss how much Wall Street has changed in recent years--in ways that could complicate the Fed's efforts. Andy also talks about whether he thinks Wall Street is still a good career for young people, and which industries look more promising over the next decade. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

SPR Release, Last of the Retailers on Deck, The “Must-Own” Energy Stock Nov 23, 2021

Show notes

Pres. Biden announcing he plans to release 50 million barrels of crude from the Strategic Petroleum Reserves, the Deputy Secretary of Energy joins us to discuss the plan and Goldman’s Jeff Currie tells us why he still sees oil going to $85/barrel. Nordstrom and Gap both report after the bell, what to watch for in the earnings report and whether these beleaguered brands can right the respective ships. And oil was a hot topic today, but there’s an under-the-radar energy stock one Evercore analyst says you ‘must’ own. He joins us with that name. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nevermind the Headlines, Buy Boeing Stock, Stop Fighting the Great Recession and Retail Stocking Stuffers Nov 19, 2021

Show notes

Austria implementing a lockdown amid rising covid cases spooking overseas markets and reopening stocks, including the airlines and Boeing, here at home. This as the WSJ reports the company is slowing down 787 Dreamliner manufacturing…but one trader is sticking by the stock. He tells us why. Policymakers learned a lot from the Great Recession, but Neil Irwin, Senior Economics Correspondent at the New York Times, says they’re misguided in applying them to the economic fallout from the pandemic. Plus, Cowen naming their topic retail picks ahead of the key holiday season—why department stores, sporting goods and yoga pants should be in your stocking this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Strong Sales, Hot Dogs & Hot Stocks, and Nike Enters the Metaverse Nov 18, 2021

Show notes

Kohl’s reported a huge increase in sales thanks to strong hair and makeup revenues, CEO Michelle Gass weighs in. Portillo’s posts its first earnings report, and while shares initially took a tumble, commentary about the supply chain and pricing power on the earnings call recouped much of those losses. Portillo’s Chief Executive Michael Osanloo tells us what’s most important to the restaurant’s bottom line. And, Nike launches Nikeland on Roblox—marketing stunt or effective way to capture customers’ attention early? We’ll discuss. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Land grab, chips & candles and time to get back on the bike? Nov 17, 2021

Show notes

The return of shopping malls, demand for homes and the need to drill all need one thing in common: land. So is it better to bet on the location rather than on the business itself? We’ll explore. Plus, in today’s Earnings Exchange: we’ll give you the action, the story & the trade in Nvidia, Cisco & Bath & Body Works. And, after a post-earnings plummet and a 70% drop from its all-time high, is there finally a buying opportunity in Peloton? We’ll debate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Long winter for high prices?, retail sales actually falling?, and shopping for trades Nov 16, 2021

Show notes

Today’s key word is inflation: companies are seeing it, consumers are experiencing it and Fed officials are calling for action to curve it. But the futures market says they won’t act anytime soon. Should you position for a long winter of high prices ahead? We’ll debate. Plus, the headline numbers may look good, but are retail sales actually falling? We’ll do some back of the envelope math to see what the data is telling us. And, in today’s Earnings Exchange: we’ll give you the action, the story & the trade in Target, TJX Companies and Lowe’s 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.

If you build it…, tech takeoff, and shopping, remodeling & the road ahead Nov 15, 2021

Show notes

The President is set to sign one of the biggest infrastructure bills in history today. We’ll speak with the CEOs of Blink Charging & Siemens USA about the money, the plans and the impact. Plus, we’ll speak with a 5-star tech fund manager who saw gains of 88% last year. He’ll tell us what he’s buying now amid rising rates. And, in today’s Earnings Exchange: we’ll give you the action, the story & the trade in Walmart, Home Depot and Lucid 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.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected