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Peak inflation?, checking in on Choice, and rides, burgers & workouts Nov 04, 2021

Show notes

Economist David Rosenberg says inflation has finally peaked, and price pressure will start to ease soon. He’ll join us to explain why this is nothing like the 1970s, and how to position your portfolio too. Plus, the CEO of Choice Hotel joins us to discuss its earnings beat, and will also reveal a surprise winner of the work-from-home trend too. And, in today’s Earnings Exchange: we’ll bring you the action, the story and the trade in Uber, Shake Shack & Peloton results 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 rise of Tesla Nov 04, 2021

Show notes

Kelly remarks on Tesla’s electric run past $1,000 per share. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Countdown to Fed decision Nov 03, 2021

Show notes

We’re just an hour away from the Federal Reserve’s latest policy decision, and it’s sure to be a historic one. It’s widely expected to announce tapering of its asset purchases as the pandemic winds down. But the key question here is whether or not it has to move up the timeline for hiking interest rates as inflation continues to spike. We’ll cover it all, and bring you the latest details as they unfold. 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: Crypto is the new macro Nov 03, 2021

Show notes

Kelly explains why regulators are scrambling to catch up to cryptocurrencies’ meteoric rise. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Vaccines for kids, inflation opportunities and Earnings Exchange Nov 02, 2021

Show notes

The CDC’s advisory panel is just hours away from voting to give Pfizer’s Covid vaccine approval for kids aged 5 to 11. We’ll speak with Pfizer CEO Albert Bourla about that and the strong earnings the company just reported. Plus, our latest CNBC survey shows inflation has eclipsed Covid as the number one threat to our economy. We’ll discuss. And, in today’s Earnings Exchange: we’ll look ahead to Lyft, T-Mobile and Zillow results out after the bell. 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: Watch nominal GDP Nov 02, 2021

Show notes

Kelly explains why the biggest challenge right now is the economy running "too hot," not "too cold." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A test for the bulls, turbulence in the skies?, and chips, cleaning & cars Nov 01, 2021

Show notes

We just hit all-time highs for the Dow, S&P and Nasdaq, while bond yields are taking a breather today. But this is a big week that could test the bulls with earnings, a Fed decision and the October jobs report. We’ve got you covered. Plus, in today’s Earnings Exchange: we’ll bring you the moves, the stories and the trades in NXP Semiconductors, Clorox & Avis Budget after the bell. And, are we plunging head first into a nightmare travel season? We’ll give you the latest on the lines and cancellations across the country. 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: Tesla versus Volvo Nov 01, 2021

Show notes

Kelly explains why Volvo’s IPO will be a tell about the future of the auto industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trick…or Treat?, banking on crypto and Flay’s new foray Oct 29, 2021

Show notes

Stocks are reversing higher, even after Apple and Amazon both failed to inspire investors with their earnings. And the Nasdaq and S&P 500 just hit fresh record highs, even as earnings season remains a mixed bag. We’ll cover all the angles. Plus, the FDIC is considering how it can allow traditional banks to hold cryptocurrencies on their balance sheets. We’ll dive into the details. And, celebrity chef Bobby Flay joins to weigh in on food prices, labor costs, supply chain struggles and his latest venture: cat food. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The $1.75T plan, the view from the top and titans on deck Oct 28, 2021

Show notes

The White House just announced details of its $1.75 trillion dollars social spending and climate bill. We’ll tell you what’s actually in it, what’s not, how it’s going to be paid for and whether it has enough support to pass. Plus, we’ll speak with two prominent CEOs to get their take on the economy, the labor shortage and inflation. And in today’s action-packed Earnings Exchange: we’ll look ahead to Apple & Amazon on deck, and Exxon Mobil & Chevron reporting tomorrow. 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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