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From the Desk of Kelly Evans: Are energy bills about to spike? Sep 08, 2021

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Kelly points out signals of upward pressure in the energy market that could hit consumers right in the wallet. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Time to be greedy?, titans battle over China, and the next wave of IPOs Sep 08, 2021

Show notes

‘Be greedy when others are fearful, and fearful when other are greedy.’ It’s an old market trope, but are we in this cycle? The bears may be coming out on Wall Street lately, but we’ll speak with one strategist who says now is definitely the time to be greedy. Plus, some Wall Street heavyweights are weighing in on the merits of investing in China. Is it a threat or opportunity for investors? We’ll debate. And, speaking of greed, greed is out and doing good is in when it comes to the next wave of IPOs. But will that strategy pay off? 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.

Time to go underweight?, big three tax hits & betting on betting stocks Sep 07, 2021

Show notes

As the Dow and S&P slide today, Morgan Stanley is taking U.S. equities to underweight. They’ll join us to explain the bold call. Plus, President Biden’s tax plan includes more than 80 hikes and changes, but only three raise the most money. We’ll break them down for you. And, the 2021 NFL season kicks off this week, and a number of betting names to could benefit in a big way. We’ve got your stocks to watch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Confidence clash, climbing costs and revving engines Sep 03, 2021

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August’s disappointing jobs report exposed a clash between slowing jobs growth and rising wages. But another clash is brewing as well, between the confidence of consumers and CEOs. Does one explain the other? We’ll ask Conference Board CEO Steve Odland. Plus, in the aftermath of Hurricane Ida, are insurance premiums about to spike? We’ll explore the storm’s full impact, and what happens if these weather events become increasingly ‘normal.’ And, activist investing firm Engine No. 1 is reportedly revving up to take on another big oil producer. We’ll explain the high-profile fight that could be shaping up. 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: Power outages Sep 03, 2021

Show notes

Kelly explains why the shift toward electric power isn’t as clean as you might expect. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Return or resign?, charging ahead, and cars, costs & canned goods Sep 02, 2021

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New data shows prospective employees either getting more interested in returning to work, or never coming back at all. We’ll explore what it means for both workers and employers ahead tomorrow’s crucial jobs report. Plus, ChargePoint shares are surging on a strong quarter, but are still well off their 52-week high. So why is the CEO so bullish? We’ll ask him. And, in a consumer-focused edition of Rapid Fire: how inflation and supply chain issues are weighing on earnings across nearly every sector today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed’s next move, helped wanted and tech talk Sep 01, 2021

Show notes

September kicks off with yet another economic data miss, with investors on edge ahead of Friday’s big jobs report. Is Fed tapering still on, or not? We’ve got some strategies and names for you that pay, and are Fed-proof too. Plus, if hiring is slowing, then why are so many big companies going on hiring sprees? From Walmart to Fidelity, we’ll tally up the thousands of new job openings nationwide. And, in today’s tech-themed Rapid Fire: Apple wants to takeover your life, is TikTok killing Facebook?, and what Cathie Wood means by “transparency.” 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: Home prices are...just getting started? Sep 01, 2021

Show notes

Kelly explains why those who bought into 2020’s red-hot housing market may have bought in at a good time after all. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Losing confidence?, broken (supply) chain and digital domination Aug 31, 2021

Show notes

The delta variant put a huge dent in America’s reopening plans, and consumer confidence is sinking sharply as a result. We’ll recap today’s difficult data, and tell you how to position your portfolio ahead of Friday’s crucial labor report. Plus, the supply chain was already broken -- and then Hurricane Ida hit. We’ll speak to a company trying to regroup on the front lines. And, in today’s very meta Rapid Fire: video games, app stores and Zoom calls. 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: Fossil fuels can’t compete Aug 31, 2021

Show notes

Kelly explains why it’s a matter of when, not if, renewable energy overtakes oil & gas. 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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