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Buy the beaten-downs, turbulence ahead?, and earnings action Oct 27, 2021

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Markets are hovering near record highs, and one strategist says he’s looking to some beaten-down names like Boeing & Facebook to find more gains. He’ll explain what’s got him looking past the negative headlines, and seeing potential upside for both stocks. Plus, JetBlue just beat analyst estimates, but issued weaker-than-expected guidance for next quarter citing fuel and labor cost pressures. We’ll speak with the CEO. And, some big names report earnings after the bell today. We’ll bring you the action, the story and the trades on Ford, eBay and Sunnova in today’s Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Getting the green light?, earnings exchange and the worst idea ever? Oct 26, 2021

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Consumer confidence is bouncing back, as earnings season starts off hot, the housing market is strong and a potential stimulus deal is around the corner. Do the markets have a green light for gains for the remainder of 2021? We’ll ask the experts. Plus, as earnings season ramps up, we’ll bring you the action, story and trade ahead of three key reports: Microsoft, Alphabet & Robinhood. And, as the White House explores way to pay for its multi-trillion dollar spending plan, Janet Yellen says she supports an unrealized capital gains tax on billionaires. Good or bad idea? 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.

New faces needed?, inflation situation and friend or foe? Oct 25, 2021

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Facebook is under fire, facing criticism on multiple fronts. Should Mark Zuckerberg and Sheryl Sandberg step aside and let new leadership in? We’ll debate. Plus, Jack Dorsey says hyperinflation has arrived, while Janet Yellen says inflation will normalize next year. Who should you believe? We’ll dive in. And, as disruptors like Warby Parker, Allbirds and Rent The Runway hit public markets, are they friend or foe to traditional retail? We’ll explore. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rocky results, the Fed’s new rules and the Trump SPAC Oct 22, 2021

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Snap got slapped by Apple’s new rules, and Facebook is sinking as a result. While Intel came up short again, and Beyond Meat is getting grilled on lower outlook. We’ll bring you all of these rocky results. Plus, the Fed has a new set of rules for trading. Is this an acknowledgement of guilt, or does it help Jerome Powell’s case for reappointment? We’ll debate. And, in today’s Rapid Fire: we’ll highlight the company set to take former President Trump’s social media platform public, which has soared 1,000% in just two days. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Commodities craze, flying high and supply chain champs? Oct 21, 2021

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Oil and metals are lower today, on pace for their worst day since August. But crude is still up more than 15% in the past month. Should investors stick with the commodities craze? We’ll give you the best plays that are out there right now. Plus, Alaska Air returned to profitability last quarter as both business & leisure travel picked up. But will rising fuel prices hit carriers next quarter? We’ll ask the CEO. And, shares of footwear phenom Crocs are climbing on a big earnings beat. We’ll ask the CEO how it’s navigating supply chain disruptions despite its Vietnam facilities being temporarily shuttered. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The “biggest threat”, interest in Pinterest?, and consumer crunch Oct 20, 2021

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Legendary investor Paul Tudor Jones just sounded the alarm on inflation, saying it could be worse than we originally thought. So why do stocks keep rallying? We’ll debate. Plus, is PayPal courting Pinterest? As the two companies reportedly hold merger talks, we’ll explain why this seemingly odd pairing actually makes sense for both sides. And, in today’s Rapid Fire: we’ll spotlight how Netflix is sliding, Facebook is rebranding and why retailers are panic buying. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

etting bearish, betting on bitcoin and first & worst Oct 19, 2021

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Stocks are nearing all-time highs once again, with the Dow and S&P 500 both within 1% of their records. Yet big fund managers are now the most bearish they’ve been in some time. We’ll look at what that means for the market. Plus, Bitcoin is just shy of its own record high, reaching its highest levels since April as the first ever bitcoin futures ETF begins trading. We’ll bring you all the details. And, in today’s Rapid Fire: which retailers can weather supply chain snarls, the company that could be the next meme stock and Goldman’s new conviction buy. 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 lure of Tesla Oct 18, 2021

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Kelly explains why Tesla is quietly becoming ubiquitous, both on Wall Street and on Main Street. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bond yields bounce, Apple’s new chips and some bullish calls Oct 18, 2021

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Bond yields are on the rise as “stagflation” worries grow. Just how worried should equity investors be? We’ll ask the experts. Plus, we’ll bring you all the headlines from Apple’s latest event, where new AirPods and Macbooks powered by Apple’s new chips are expected. And, in today’s Rapid Fire: some bullish analyst calls into earnings season, including what Wall St. is saying about Netflix, Chipotle and Facebook. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Downward Spiral, The Great Commodities Rotation, and Record Deals Oct 15, 2021

Show notes

Markets are back near all-time highs, but one strategist sees a wage-price spiral developing. His picks to weather that pressure. With crude perched above $81 a barrel, Bank of America sees bearish technical signals in oil, but is getting bullish in the metals space. And with just a little more than two months left in the year, KPMG’s Global Head of M&A tells us why 2021 could be a record breaker. Plus, a ‘future of’-edition of Rapid Fire. We look at what’s next for movies, transportation, climate change…and snacking. 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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