The Exchange

Latest Episodes:

Fear factor, channel checks and an overlooked advantage? Oct 14, 2021

Show notes

Lower jobless claims and lower inflation are pushing stocks higher today, as better-than-expected economic data fuel a rally. But is it too soon for investors to put fears aside? We’ll ask the experts. Plus, one analyst got an up close look at the inner workings of some discount retailers. She’ll explain why it led her to cut ratings on their stocks. And, when items are in short supply, who gets the product? Brick & mortar, or online retailers? We’ll talk to the Overstock.com CEO about the supply chain crunch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Getting “M.E.S.S.I.”, semi struggles and supply chain picks Oct 13, 2021

Show notes

The Dow and S&P are on pace for their fourth straight day of losses, with the latest Fed minutes just moments away. We’ll speak with an economist who sees things getting “M.E.S.S.I.”, and he’s not talking about the soccer star. Plus, if semiconductors are in short supply, why aren’t the chip stocks performing better? We’ll ask a top analyst in the space. And, in today’s ‘supply chain’ edition of Rapid Fire: Wall Street is placing bets on who will weather the storm, and who won’t be so lucky. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Challenging road ahead?, a trust story and head-to-head Oct 12, 2021

Show notes

Has the market not bottomed yet? One portfolio manager says it’s only about halfway through after yesterday’s selling into the close. He’ll join us to give his names to buy in what he’s calling the “challenging road ahead” for equities. Plus, Boeing’s sales continuing outpacing cancellations, but manufacturing problems still plague one of its flagship models. We’ll explore whether it can regain its footing. And, in today’s Rapid Fire: analysts are saying “buy this, not that” in a number of industries including gambling, pharma and tech. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

When is a selloff good?, reading between the lines and the (head)winds are blowing Oct 11, 2021

Show notes

It took 226 trading days for the markets to register a 5% pullback. So why are some analysts actually welcoming the recent selloff as a good sign? We’ll explain. Plus, we’ll speak with the CEO of Barnes & Noble about why there’s now a shortage of books, and what that means for your holiday shopping plans. And, in today’s Rapid Fire: we’ll look at why Apple, Disney and even James Bond himself can’t escape from major issues plaguing their stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Disappointing jobs number, “Apple-esque” and a reluctant downgrade Oct 08, 2021

Show notes

The economy only added 194,000 jobs in September, well short of estimates and in spite of enhanced unemployment benefits ending. But there are millions of jobs openings, so why aren’t more roles being filled? We’ll explore it that means for stocks, bonds and the Fed taper too. Plus, we’ll speak with a Tesla analyst who says he’s bullish on the stock because he believes the company’s brand & ecosystem are “Apple-esque.” And, we’ll explain why one brokerage is cutting Home Depot & Lowe’s despite the housing & home improvement markets still being red-hot. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Debt drama delayed, the next threat?, and the broken supply chain Oct 07, 2021

Show notes

Stocks are rallying today as the drama in DC lifts. The Dow has surged 1,000 points from yesterday’s low. But what happens come December when we have to raise the debt limit again? We’ll explore. Plus, soaring energy prices are typically seen as an economic threat, but some things have changed. We’ll explain who will bear the brunt of price spikes. And, we take a trip around the world to illustrate exactly what’s broken across each step of the global supply chain. Don’t miss our CNBC special report. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks slide, the debt limit dilemma and flying, fashion & Amazon’s next frontier Oct 06, 2021

Show notes

Stock’s can’t seem to string together a rally, with energy concerns and slowing growth sending the Dow lower again. We’ll ask the experts how you should react, and where the opportunities are in the market right now. Plus, President Biden is meeting with CEOs and business leaders to discuss the debt limit. We’ll bring you the event live. And, in today’s Rapid Fire: turbulence for airlines, cotton’s price surge and Amazon’s big bet on gaming. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Buy the dip?, bitcoin bounce and the importance of Facebook Oct 05, 2021

Show notes

Markets are bouncing back after yesterday’s selloff. Should you race to buy what’s left of the dip? We’ll debate. Plus, Bitcoin soars back above $50,000 as money continues flowing into crypto. Are signs pointing to an even bigger rally? We’ll explore. And, yesterday’s Facebook outage shows just how much we depend on the platform to connect. Kevin O’Leary joins to explain whether it’s a friend or foe to small business. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Everything but energy, the chase is on and social distortion Oct 04, 2021

Show notes

Stocks are resuming their slide once again today, with Tech leading the declines. We’ll dissect the recent downturn to look at what’s causing it this time, and debate whether or not we’re in for a Q4 to forget. Plus, the chase is on for energy gains as the sector bucks the downtrend. Will its winning streak continue? We’ll ask the experts. And, a rough day for Facebook, as shares pull back after some negative publicity, plus service outages for WhatsApp & Instagram too. We’ll bring you all the details. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Merck’s big breakthrough, car troubles and a deal undone Oct 01, 2021

Show notes

Merck just created a major breakthrough in the fight against Covid-19 – a pill that cuts hospitalization rates. We’ll bring you the latest details. Plus, auto sales continue to sink as a lack of inventory continues. We’ll talk about the impact of the chip shortage with former Nissan CEO Carlos Ghosn. And, in today’s Rapid Fire: a safety pick, a major tech merger gets axed, a settlement with ‘Scar-Jo’ and all-you-can-eat movie theaters. 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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