The Exchange

Latest Episodes:

Ida’s impact, record highs and travel trouble Aug 30, 2021

Show notes

Rescue & cleanup efforts are underway as Hurricane Ida slams Louisiana. We’ll bring you the latest details, including impacts for energy, oil & beyond. Plus, markets are rallying yet again today, reaching new highs for the S&P 500 and Nasdaq. But with September a historically weak month, where do markets go from here? We’ll debate. And, the travel rebound is hitting a roadblock, as airlines begin cutting capacity. Did recovery stocks get ahead of themselves? We’ll ask the experts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Powell Rally, Afghanistan Geopolitical Risks and Like Dumping Apple After the iPod Price Cut Aug 27, 2021

Show notes

Fed Chair Jay Powell’s taper commentary from Jackson Hole sending markets higher, Morgan Stanley’s chief U.S. Economist weighs in. With just four days away from the deadline for the U.S. to withdraw from Afghanistan, we discuss the geopolitical risks to the region and the role China could soon be playing in the country. Plus, despite Peloton shares falling today after the company cut bike prices for the second time, Loop Capital says selling the stock now is like selling Apple after it cut the price of iPods. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Uncertainty in the markets Aug 26, 2021

Show notes

From global turmoil to a Fed on the verge of tapering to rising rates and inflation. A look at how all these factors are playing out in your investments. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cyber Summit, the no-vax tax and a sector showdown Aug 25, 2021

Show notes

Can the star-studded gathering of tech CEOs at the White House today help solve the ransomware scourge around the globe? We’ll discuss. Plus, Delta is now charging workers $200 per month if they haven’t been vaccinated. We’ll explore the rising cost of being unvaccinated in our country. And, in today’s Rapid Fire: a sector-by-sector stock showdown, including a faceoff in retail, the IPOs to watch and the best bank to buy right now. 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: Who needs Prime? Aug 24, 2021

Show notes

Kelly explains why her Amazon Prime account was one subscription too many. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Taper tantrum coming?, 10 years of Tim Cook and stay home or get out! Aug 24, 2021

Show notes

Amid new highs for the S&P 500 and Nasdaq, it might be tough to find an attractive entry point to buy in. We’ll speak to one market watcher who sees a potential opportunity ahead -- a big taper tantrum coming for the market. Plus, Tim Cook just finished a decade as CEO of Apple. We’ll look back at the highs and lows in his first ten years at the helm. And, in today’s Rapid Fire: the return-to-office debate, gyms & casinos on the road to recovery and why we’re still buying home office items and binging Netflix. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A shot in the arm for vaccination efforts, a rideshare setback and a retail roundup Aug 23, 2021

Show notes

The FDA has finally approved Pfizer’s Covid-19 vaccine, and fresh vax mandates are already pouring in. How might this shape the path of the pandemic? We’ll explore. Plus, a California judge just ruled that Prop 22 is unconstitutional -- a big blow for rideshare firms like Uber. But we’ll talk to an analyst who says the stock is still a top pick. And, in today’s retail-themed Rapid Fire: high hopes for Gap earnings, why Peloton looks out of shape, and how to play the ‘ugly shoe’ trend. 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: What’s wrong with the retail sales report Aug 20, 2021

Show notes

Kelly explains how consumer spending isn’t missing from the official data, it’s simply not there. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Doubting the Fed, China’s crackdown and never return-to-work plans Aug 20, 2021

Show notes

It’s been an emotional ride for investors as they try to decipher if the Fed’s potential September taper is the right move. We’ll look at how you can best position yourself. Plus, China just passed one of the strictest data privacy laws in the world. We’ll explore what it means for stocks and U.S. companies operating there. And, in today’s Rapid Fire: with the rise of the delta variant, should investors start thinking about *never* returning to the office plans? We’ll dig into that. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hot or not?, a brewing crypto battle and dining & delta Aug 19, 2021

Show notes

New credit card spending data shows even more of a consumer slowdown than we previously thought. But one portfolio manager says the consumer has never been healthier. He’ll give us his top reopening play. Plus, we’ll speak exclusively with the litigation firm that’s bankrolling “landmark” legal action against crypto exchange Binance following its May 19th outage. And, could the delta variant and rise of new mask and vaccine mandates bring the restaurant recovery to a halt? We’ll ask the CEO of P.F. Chang’s. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected