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From the Desk of Kelly Evans: Can the Fed afford to raise rates? Nov 15, 2021

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Kelly questions whether the Fed can realistically afford to raise interest rates in this environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stick a fork in it, and green thumb, green stock? Nov 12, 2021

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Wells Fargo’s message to investors following the latest inflation data: stick a fork in the tech trade! We’ll speak with the strategist behind the call on where to invest now. Plus, shares of cannabis company Green Thumb Industries are jumping after doubling profits. We’ll speak with the CEO. And, in today’s Earnings Exchange: from pre-profit to American staple, we’ll preview WeWork, Nvidia & Walmart 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.

Behind the curve?, fueling inflation, and drive, charge & wear Nov 11, 2021

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Hot inflation numbers are turning up the pressure on the Fed, and raising questions about the speed of its taper. We’ll look at just how far behind the curve they might be. Plus, it’s no secret that auto prices have been soaring. We’ll ask the CEO of CarGurus if there are any signs it’s improving. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Lordstown Motors, Blink Charging & Warby Parker. 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: Could Picasso collapse? Nov 11, 2021

Show notes

Kelly explains why the establishment’s dismissiveness of NFTs today mirrors early criticism of Picasso’s work decades ago. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Playing defense, Rivian reality, and Mouse, (fake) meat & money Nov 10, 2021

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Prices are jumping, inflation expectations are surging and the White House is playing defense. What does it all mean for socks and your portfolio? We’ve got your Inflation Nation plays. Plus, Rivian’s blockbuster debut could end up being the biggest IPO of the year. Can the capital help it reach scale and justify its price? We’ll explore. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Disney, Beyond Meat and SoFi Technologies on deck tonight. 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: Exxon's stranded assets Nov 10, 2021

Show notes

Kelly explains why lawmakers’ "net zero" goals could mean big trouble for Exxon and other oil giants. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rising risks, buy the dip?, and crypto, clothes & food Nov 09, 2021

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From cost pressures to supply chain woes, we’ll speak with a money manager who has three picks for your portfolio amid rising risks. Plus, commodities are suddenly out of favor, flat in the past month. Could this be the perfect buying opportunity? Goldman Sachs says “yes.” And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Coinbase, Poshmark & Doordash on deck tonight. 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: The arrival of self-driving cars Nov 09, 2021

Show notes

Kelly explains why driverless cars are here to stay, despite the risks involved. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A melt up or cool down?, survey says and payments, popcorn & space Nov 08, 2021

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Investors are driving stocks – and crypto currencies – to all-time highs, while bond yields go the other way. We’ll speak with a strategist who says there will be one big winner in the search for yield, and he’ll reveal it for us. Plus, Elon Musk will sell 10% of his Tesla shares after a Twitter poll voted in favor of it. We’ll look at what else could be driving his decision making, and what it means for the company. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in PayPal, AMC and Virgin Galactic ahead of earnings tonight. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market’s message, box office bounce back and the energy rally Nov 05, 2021

Show notes

Today’s trading seems to be all about the end of the pandemic, with Dr. Scott Gottlieb predicting the it could be over here in the U.S. by January. Reopening stocks are flying high, as pandemic trades get crushed. Is this the first day of the next chapter for markets? We’ll debate. Plus, Cinemark is forecasting a bounce back for the box office, but will movie-going ever return to pre-pandemic levels? We’ll ask the CEO. And, soaring energy prices have shares of U.S. natural gas giant EQT soaring 60% this year. But will new rules rain on its parade? We’ll ask CEO Toby Rice. 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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