The Exchange

Latest Episodes:

A change in narrative?, China & your money and ETFs exposed Jul 27, 2021

Show notes

Just as earnings season was set to change the market narrative, the CDC is expected to recommend more mask wearing as the Delta variant spreads. Is this a blip on the economic radar, or something much more drastic? We’ll ask our market experts what it means for you and your investments. Plus, just because you don’t own a Chinese ETF doesn’t mean the crackdown there won’t impact your money. We’ll explain what’s at risk right now. And, in today’s Rapid Fire: China’s crackdown leaves ETFs exposed, Elon Musk takes aim at Apple and BofA forecasts a late summer surge in lumber prices. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the brink of a breakout?, your ‘single money app’ and the China crackdown continues Jul 26, 2021

Show notes

If you missed out on the record-setting rally, don’t worry. One strategist has three names for you that could be on the brink of a breakout. Plus, the countdown is on to Robinhood’s long-awaited IPO. We’ll bring you the latest details, including its quest to become your “single money app.” And, in today’s Rapid Fire: the China crackdown continues…why Gap could rally 44% from here…and why investors are betting big on language. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Value Over Growth, The Street Likes Coffee and Energy Drinks, and Powell at Risk? Jul 23, 2021

Show notes

A five star fund manager weighs in on the week’s rally and digs into the names he ‘loves.’. J.P. Morgan’s Michael Feroli on why Chair Powell could be at risk of being a one-term Fed Chair and who could succeed him. Plus, Rapid Fire: The Food Edition…we dig into some of the day’s biggest movers on earnings and analyst notes including the best performing S&P stock this century. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bitcoin’s wild ride, a blue chip check and up in the air Jul 22, 2021

Show notes

As the Bitcoin rally continues, we’ll speak with the CEO of Grayscale about recent crypto volatility, Fed concerns over stablecoins and its push to become an ETF. Plus, members of the Dow are making big headlines and big moves this year, from American Express to Apple. We’ll explore how to trade all of them right now. And, the CEO of Alaska Airlines joins for an exclusive interview to discuss earnings, the state of travel and where the sector is headed in the U.S. and beyond. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Take risk off, the C-Suite in focus and crypto banking Jul 21, 2021

Show notes

Stocks continue to rebound today, as bond yields and crypto climb higher again too. So why does Barry Knapp want to take some risk off the table? We’ll ask him. Plus, we’ll take a hard look at the C-Suite. JPMorgan is doling out for Jamie Dimon, Chipotle Niccol is the fast food king and could Netflix use some fresh blood? We’ll explore. And, crypto high-yield accounts are proliferating. We’ll talk to the CEO of a company that’s offering more than 6% interest on your digital currency holdings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Staging a comeback, still a believer and how low can it go? Jul 20, 2021

Show notes

Stocks are rebounding today after posting their biggest selloff of the year. We’ll tell you which sectors should drive the next move in markets. Plus, Bitcoin is back below $30,000, but Fidelity says institutions are still bullish on crypto. We’ll explore the firm’s findings, including what’s keeping some investors on the sidelines. And, in today’s Rapid Fire: can Netflix keep growing? Is Apple buying a movie studio? And the Nasdaq wants to give you access to pre-IPO companies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets sell off amid renewed Covid concerns Jul 19, 2021

Show notes

Concerns that the Delta variant could slow global economic growth sent stocks sinking, with the Dow on pace for its worst day of the year. The 10-year yield, Bitcoin and energy are all tumbling along with reopening names, while “shutdown stocks” are on the rise once again. We’ll bring you full coverage of this selloff, and explain why some strategists believe this could be the start of an even bigger correction. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Land of (economic) confusion, the IPO boom and Square’s crypto crush Jul 16, 2021

Show notes

If inflation is the fear, why are interest rates falling? And if rates are falling, why are momentum stocks sliding too? We’ll speak with one strategist who says he has the answer to any confusion about the economy – and it’s a bullish one. Plus, we’ll talk to the head of one company that’s gotten a big boost thanks the pandemic as it makes its public debut today. And, in today’s Rapid Fire: Square’s crypto pop, Musk doesn’t fear a Cybertruck flop and billionaires’ spending can’t be stopped. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A step toward something bigger?, controversial drug and Goldman’s ESG push Jul 15, 2021

Show notes

Child tax credit payments are rolling out today, with some families receiving more than $400 per month on average. Is this a major step towards establishing a universal basic income in the U.S.? We’ll ask Melissa Kearney of The Brookings Institution. Plus, controversy is growing around Biogen’s newly-approved Alzheimer’s drug, with two major hospitals now saying they won’t use it. We’ll bring you the latest details. And, Goldman Sachs is launching a sustainability-focused ETF called the Future Plant Equity Fund (GSFP). Co-Head of Fundamental Equity Katie Koch explains the wealth opportunity she sees behind it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation Nation, unrest in Cuba and a crypto summer swoon Jul 13, 2021

Show notes

The latest inflation data came in hot, with the Consumer Price Index up 5.4% in June. So why are stocks rallying today? We’ll ask our market experts. Plus, historic protests are underway in Cuba. We’ll bring you the latest details from Havana, and explain why it could have implications in Venezuela & Nicaragua next. And, in today’s Rapid Fire: crypto trading cools off, the government opens the financial floodgates and we explain why Elon Musk hates his job as Tesla CEO. 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