The Exchange

Latest Episodes:

A Goldilocks economy?, “not just shelter-ins” and crypto flows climb Apr 07, 2021

Show notes

JPMorgan’s Jamie Dimon says he sees a ‘Goldilocks’ economy ahead that will last for years. But he also says there are some big risks out there that could derail the growth. We’ll give you the key details. Plus, the Street’s top tech analyst says the money will flow into the “recoveries” and the “not just shelter-in” names this year. He’ll give us his top picks. And, Cryptocurrency inflows are hitting an all-time high. We’ll look at where that money is heading, and if the record pace can continue. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Reopening vs. stay-at-home, the great outdoors and the box office bounces back Apr 06, 2021

Show notes

It used to be that investors had to decide between the reopening trade or stay-at-home trade. But these days both are getting love. We’ll take a hard look at where you should put your money right now, and ask our market experts for their top strategies. Plus, Americans flocked to the great outdoors amid the pandemic, and it looks like that trend is here to stay. We’ll explain how you can cash in. And, we’ll speak to the producer behind some of the biggest hits in Hollywood, including last weekend’s blockbuster “Godzilla vs. Kong.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The travel turnaround, stimulus & spending and the street loves Roblox Apr 05, 2021

Show notes

As Americans begin to travel again, we’ll speak with the CEO of Booking Holdings about where demand is picking up fastest. Plus, round three of stimulus checks are hitting bank accounts across the country. We’ll look at where consumers are spending the money. And, shares of video game and development platform Roblox are soaring on some bullish initiations. We’ll explain why the street loves the stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Who stays on top?, where the jobs are and returning to the office Apr 01, 2021

Show notes

Last year’s market losers have become 2021’s biggest winners, with a rotation into new leadership to start the year. But will the new regime hold as we begin a new quarter? And how will a potential corporate tax hike factor in? We’ll explore. Plus, we’ll tell you where recruiters are seeing the most demand, and what workers value most right now ahead of tomorrow’s jobs report. And, Google is accelerating the partial reopening of its offices and putting limits on future remote work. We’ll explain why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Biden’s $2 trillion bet, the biggest market threat and hopping on the crypto train Mar 31, 2021

Show notes

President Biden is set to unveil his $2 trillion jobs and infrastructure plan today. We’ll break down the key details, and also reveal one sector analysts believe will benefit from it. Plus, there are many risks to the market right now; but what’s the biggest? We’ll give you the results of our exclusive CNBC stock survey. And, Goldman Sachs apparently wants in on the Bitcoin Boom. We’ll explore the details on its potential plans to offer digital assets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Different this time?, a buyback bounce and a SPAC-tacular slowdown ahead? Mar 30, 2021

Show notes

The Archegos Capital drama could end up being one of the largest margin calls and liquidations of all time. But there seems to be no market reaction – yet. We’ll ask one of the key players in 1998 Long Term Capital collapse why. Plus, companies are making their way back into the market in a buyback binge after a slowdown in 2020. We’ll explore the market impact. And, is the red-hot SPAC market finally starting to cool down? And if so, how might investors in the space protect themselves? 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.

Margin call meltdown, cracks in the market and the “disruptive” bet Mar 29, 2021

Show notes

A Wall Street money manager helped tank some big names, and exposed wat could be an over-leveraged banking system. We’ll explain why. Plus, the federal housing eviction program is starting to cause cracks in one key area of the market. We’ll explore the potential ripple effect. And, we’ll talk to the 5-star fund manager who has outperformed the markets by betting on what he calls “disruptive” companies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Opportunities in the Tech Sector, Why Couches Are the New Toilet Paper and Demand is at an ‘11’ Mar 26, 2021

Show notes

A five-star fund manager gives us his buys in the tech sector amid the current slump. With the “Ever Given” container vessel stuck in the Suez Canal, a logistics executive says couches are set to become the new toilet paper. Plus, the CEOs of Fender and Sweetwater weigh in on the boom in making music at home during the pandemic. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Cheap hope”, Congress gets social and not all fun & games Mar 24, 2021

Show notes

A prominent Wall St. analyst says “cheap hope” is the bull case for Intel right now as it attempts to revitalize its business. He’ll join us to explain why. Plus, CEOs of the social media giants are set to testify in front of congress again. We’ll get an inside look at the questioning and tell you what to expect. And, Gamestop’s “nothing burger” earnings report sent the stock sinking. We’ll discuss what it means for the company, its investors and the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The hot housing market, a ‘penny’ for your thoughts and an aviation situation Mar 22, 2021

Show notes

Buyers are facing a lot of challenges in the housing market, from hot prices and low inventory to rising rates & commodity prices. We’ll speak with Coldwell Bank CEO Ryan Gorman about what’s dictating the market, and his advice for how first-time buyers can put their best foot forward. Plus, social media-driven traders have a new, old target – penny stocks. We’ll give you the key details on what’s driving the interest, and how this might play out. And, consulting firm Oliver Wyman is forecasting a major pilot shortage ahead. We’ll explain what it means for consumers, airlines and our economic recovery. 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