The Exchange

Latest Episodes:

Market disconnect, The Street vs. Reddit, and a big bitcoin bet Jun 10, 2021

Show notes

Inflation has surged to the highest level in more than a decade. So why are stocks rallying and bond yields stuck in place? We’ll explore the disconnect. Plus, Bank of America is downgrading Clover to “Underperform” after its Reddit-fueled run up. We’ll explore the latest developments in this Wall St. tug-of-war.And, in today’s Rapid Fire: Starbucks is running out of cups, consumers behaving badly and cryptocurrencies coming soon to your 401(k). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Real or Reddit?, a net zero community, and time to retire “FANG”? Jun 09, 2021

Show notes

We’ve all heard of Gamestop, AMC and other “meme” stocks by now. We’ll dig deeper into Reddit and find the under-the-radar plays that still exist. Plus, a massive carbon-neutral housing project is now underway in California. We’ll tell you what it means for both residents and investors there. And, is it time to retire “FANG”? One market strategist says the trade is over, but its inventor – CNBC’s own Jim Cramer – disagrees. We’ll debate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

All about “flation”, lumber gets whacked and price shock ahead? Jun 08, 2021

Show notes

The focus on the street right now is all about “flation” – but which kind? Inflation, reflation or deflation? We’ll look at the latest economic data and figure out exactly which “flation” is winning the day. Plus, lumber prices keep dropping and are now down about 30% from their highs. Is wood no longer good? We’ll debate. And, a fresh Covid-19 outbreak in China could mean big delays – and price hikes – for your goods. We’ll bring you the key details. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple takes the stage, as good as it gets?, and the same-day surge Jun 07, 2021

Show notes

CEO Tim Cook is taking the stage at Apple’s developers conference today. We’ll highlight how the tech giant can get its goodwill back with them after some recent setbacks. Plus, while some experts say a rally higher won’t happen, one strategist says there’s more gains ahead for the market. He’ll join us with what will drive the next leg higher. And, just when you thought the delivery wars couldn’t get any hotter, Morgan Stanley says same-day shipping is about to go mainstream. We’ll give you their top pick to 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.

Not betting on tech, electric earnings and a wild ride Jun 04, 2021

Show notes

One 5-star fund manager is far outpacing the market this year, and the gains haven’t come from high-flying names. He’ll tell us what he’s buying. Plus, ChargePoint shares are higher after strong revenue and guidance. We’ll speak with the CEO about the EV surge and what it means for the company. And, “Meme Mania” came roaring back with a bang, including multiple stock sales and millions of shares issued for AMC. We’ll look back at its wild week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meme madness, charged up and a stealth EV play Jun 03, 2021

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A new question is emerging amid the meme stock madness: are investors getting played? We’ll search for some answers. Plus, as more legacy players dive into the EV space, one area that could benefit in a big way are charging stocks. We’ll speak with the CEO of Blink Charging. And, in today’s Rapid Fire: Twitter’s subscription strategy, Blackberry’s auto ambitions and Apple wants workers back in the office. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Straight to shareholders, back online and the need for speed Jun 02, 2021

Show notes

AMC trading got halted today as shares surged above $60, just after it launched a platform exclusively for its retail investors. We’ll explore the perks and the pitfalls of trading in this “meme” monster, and who’s pocketing the big bucks right now. Plus, The White House says nothing is off the table in responding to the ransomware attack on meat producer JBS. We’ll give you the details. And, the nation’s largest fast-charging EV network is set to go public via SPAC. The CEO of EVgo joins to discuss its forthcoming debut and the EV surge here at home. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The summer setup, box office bounce back and rearview mirror returns Jun 01, 2021

Show notes

The past few weeks have seen stocks return to near all-time highs, while Small Caps are enjoying their longest monthly winning streak since 1995. Are we headed for more of the same? Or will oil, crypto or another surprise sector spoil the party? We’ll ask our market experts. Plus, consumers are flocking back to theaters in droves as a fresh slate of movies hits the big screen. Is the box office officially back? We’ll debate. And, President Biden is considering a retroactive capital gains tax hike. We’ll explore the fallout if it happens -- especially for crypto investors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The call heard around Wall St., “can’t rise fast enough” and hot hospitality May 28, 2021

Show notes

One expert is out with a major warning on Apple, saying iPhone 12 sales will miss expectations and the stock is a “sell.” He’ll join us. Plus, another analyst says prices can’t rise fast enough in the housing market right now. He’ll join us to explain why. And, hospitality is headed for a hot summer as the economy reopens, but the ongoing worker shortage could spell trouble ahead. We’ll discuss. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

An auto revolution, reopening buzz and inflation hits Main Street May 27, 2021

Show notes

The auto industry is at a turning point as EVs go mainstream, D.C. dangles more incentives and prices keep surging. Who will come out on top as the industry evolves? We’ll ask our experts, and their answers may surprise you. Plus, we’ll speak to the CEO of Molson Coors about sales, its hard seltzer push and its recent ransomware attack. And, new data reveals the impact that inflation is having on businesses and consumers up and down Main Street. 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.

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