The Exchange

Latest Episodes:

Markets sell off on China property market fears Sep 20, 2021

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Stocks are sliding amid turmoil in China leads to a selloff in global risk assets. We’ll dig into the market’s September swoon, and cover all angles of today’s selloff. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is DC Drama Threat to the Rally, A Rough Year for New Issues and a Crypto Crackdown Sep 17, 2021

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Wall Street is starting to worry about Washington. Will the debt ceiling debate and tax hikes be what stops this rally? Plus, SPACs have had a spectacular meltdown since being all the rage earlier this year. And though it was a big year for IPOs, it wasn’t a great one, especially for some of the biggest names. And the government reportedly trying to fight back against hackers by hitting them where it hurts: their crypto wallets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Looking to the future, ESG a waste of time?, and an electric reveal Sep 16, 2021

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Goldman Sachs is launching a new actively-managed ETF today aimed at smaller, emerging tech firms. Can they rival the success of Cathie Wood’s Ark Invest? We’ll speak with one of the managers about Goldman’s vision of the future. Plus, NYU’s Aswath Damodaran says ESG investing is a waste of time, and is doing more harm than good. He’ll join us to explain why. And, America’s best-selling truck is going electric! The first electric Ford 150 Lightning trucks are leaving the factory today, and we’ll give 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.

From the Desk of Kelly Evans: Apple vs. Dojo Sep 16, 2021

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Kelly explains why Apple’s annual product launch no longer holds the cache it once did. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China’s never-ending crackdown, winning the EV race, and supply chain pain Sep 15, 2021

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Big tech, ride hailing, education, real estate and now casinos are the latest industry to get crushed as China’s regulatory crackdown intensifies. Will it ever end? We’ll explore what it means for investors, and what Bridgewater’s Ray Dalio says is the key point to remember. Plus, we all know the EV market is growing, but which company is going to win the race? We’ll speak to an analyst who will give us his top pick. And, CEOs of big businesses haven’t been shy about supply chain headwinds. But what about the small businesses that don’t have the same resources? We’ll focus on them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple’s big event, a new American economy and uranium euphoria? Sep 14, 2021

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Apple is expected to unveil a bunch of new updates today, including a new iPhone. Will it be enough to get people to buy it? We’ll explore. Plus, we’ll speak with a fund manager who says pandemic outperformers may once again lead the next market leg higher. And, shares of uranium mining firms have gone “nuclear” in the past 24 hours. Is this the next hot trade? We’ll explain. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech turns lower, countdown to Christmas and China’s crackdown continues Sep 13, 2021

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Stocks are higher today, but the Nasdaq is in the red over the past week as tech struggles to stack gains. We’ll speak with a portfolio manager who says Amazon, Google and Facebook are actually undervalued right now. Plus, there are only 100 shopping days left until Christmas. Former Saks CEO Steve Sadove joins to explain why only half of them might actually be useable. And, in today’s Rapid Fire: China’s crackdown continues, “old” tech is hot again and what’s the next trade for Apple? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Not so transitory?, a blow for buybacks and falling in “love” Sep 10, 2021

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After another hot inflation reading, one thing is certain: the debate over inflation is not proving to be transitory. The hawks point to the surging cost of food, freight & restaurants, while doves point to other categories being muted. We’ll debate the lasting impact of inflation. Plus, a new tax proposal is making its way through Washington, and it’s aimed at stock buybacks. Will it pass, and would it wreck the market rally? We’ll explore. And, shares of Lovesac were already soaring this week, and it just got another big boost from earnings today. We’ll speak with the CEO about what’s ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stick with the winners?, Nat Gas is hot and earnings up, stock down Sep 09, 2021

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The market’s recent losing streak has investors wondering – do you stick with what’s been working, or start to get defensive? We’ll speak with a fund manager who has three names he thinks will continue to stack gains into the end of the year. Plus, Cheniere has been on a roll, and just announced it will be paying its first dividend in company history. But could surging natural gas prices spoil its run? We’ll ask the CEO. And, Academy Sports is down big today despite what its CEO called the “best earnings” in company history. Is this as good as it gets? 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.

From the Desk of Kelly Evans: The future is solar Sep 09, 2021

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Kelly explains the crucial differences in clean energies, and why solar may soon lead the way. 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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