The Exchange

Latest Episodes:

Mining for gains, falling behind?, and DC enters the debate May 26, 2021

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“Meme stocks” are roaring back and cryptos are rebounding too. But is there a way to play the space without all of the volatility? We’ll look at companies that *mine* bitcoin, and speak with an analyst who says one of his picks could rally more than 80% from here. Plus, hundreds of smaller banks are now offering access to crypto, while the big banks seem to be falling behind. Can they catch up? We’ll debate. And, inflation is turning into a political tactic on Capitol Hill, with Republican lawmakers using it to target President Biden’s economic agenda. We’ll give 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.

Amazon under fire, too large to handle?, and burnout buildup May 25, 2021

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The D.C. Attorney General just filed a lawsuit against Amazon, claiming its price controls are anti-competitive. We’ll speak with the AG live in a First On CNBC interview. Plus, Intel’s new CEO has managed to accomplish more in his first 100 days than the company had in years. But is it enough to bring the company back? We’ll debate. And, a new survey found 44% of professionals think they’re more burned out on the job today than they were a year ago. We’ll explain why that could be a boon for travel companies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Buying the dip, running out of luck?, and the fight for 15% May 24, 2021

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A wild weekend of trading led to a crypto crash. We’ll look at who could be buying the dip here, and whether or not you should get in too. Plus, we’ve seen a bunch of other speculative blowups this year, from SPACs to FOMO stocks. Can the broader averages avoid a similar fate? We’ll explore. And, the White House is proposing a 15% global minimum corporate tax rate to put a halt to the race for the lowest figure. We’ll give 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.

Pandemic productivity boom, red hot housing and slash, substitute, swipe May 21, 2021

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There’s a pandemic productivity boom underway, with the U.S. doing more with fewer workers than ever before. We’ll look at what that could mean for markets, jobs, inflation – and the Federal Reserve, too. Plus, the housing market continues to be red hot. We’ll speak with the CEO of Realogy about trends they’re seeing, and its surging stock price. And, in today’s Rapid Fire: a 20% price cut for Tesla; another change for the Dow?; and the White House ‘swipes right’ to get people vaccinated. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A complicated relationship, Got milk?, and chopping the lumber May 20, 2021

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The complicated relationship between the Fed & markets is getting more fragile as the words “tapering” and “transitory” draw contention. We’ll debate what’s happening in the real economy and explain what investors actually want from the Federal Reserve. Plus, Oatly’s debut through a traditional IPO is off to a decent start. Are direct listings and SPACs falling out of favor? We’ll explore. And, lumber prices are cracking after their climb to record highs. We’ll speak to one executive about his business, and what’s good for wood. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Diamonds in the rough, crypto crash and chips fall into place May 19, 2021

Show notes

A 5-star tech fund manager has three names to buy on the dip – and none of them are big cap tech! He’ll join to explain why. Plus, Bitcoin sinks after China cracks down on cryptos, stocks sell off and Coinbase has technical problems. We’ve got it all covered. And, we’ll explain why the “chips” are falling into place for the semiconductor industry, and bring you the latest developments out of Washington. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The consumer comeback, teenage trading and crypto confusion May 18, 2021

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Macy’s just reported a monster quarter, but the stock isn’t responding in kind. CEO Jeff Gennette joins to discuss that and the comeback of the consumer. Plus, Fidelity wants to give teens access to no-fee brokerage accounts. We’ll speak to the company about this new push, and what it means for the next generation of traders. And, there’s an unexpected beneficiary of the crypto craze: Ethan Allen. We’ll explain why investors are confusing its ticker symbol with one of the hottest names in crypto. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Massive Media Merger, Twitter’s Subscription Service and Cannabis Consolidation May 17, 2021

Show notes

AT&T spinning off WarnerMedia to form a new company with Discovery. We'll get a look at the massive media merger and the companies that could be ripe for the next deal. And Twitter goes blue, Tim Cook takes the stand and millennials hate home ownership. That's in today's Rapid Fire. Plus, cannabis company Columbia Care posted record profits as marijuana use soared in 2020...the CEO weighs in on its retail revamp, industry consolidation and legalization. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Reading the reopening trade, digital nomads and a prescription for success? May 14, 2021

Show notes

Reopening stocks are taking off after the CDC changed its guidance on masks for vaccinated people. Is the lockdown trade dead? We’ll debate. Plus, if you can work from anywhere, you can probably make big bucks. We’ll look at the cities paying folks a bundle to move there. And, investors are liking GoodRx’s acquisition announcement which sent the stock higher. But could Amazon now be taking aim? We’ll discuss with the CO-CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

New day, new outlook?, show me the (digital) money and small names, big gains? May 13, 2021

Show notes

Despite another inflation gauge coming in hot, markets seem unphased today. So what’s changed? We’ll ask the experts. Plus, crypto player Coinbase is set to release its first earnings report since going public. We’ll tell you what to watch, and what it means for the sector. And, a 5-star small cap fund manager joins to explain why small names could soon equal big gains, including five names you should 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.

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