The Exchange

Latest Episodes:

Follow the money, more pain to come?, and a role reversal Mar 05, 2021

Show notes

Tech stocks are falling yet again today, with many once-loved names dropping 20% or more from their highs. With the storm of selling still underway, has the Fed perhaps lost control of the market? We’ll debate. Plus, the selloff is also hitting the ARKK hard, wiping out nearly all of its yearly gains. We’ll explain why the options indicate there’s more pain ahead. And, there’s a role reversal underway, with Energy surging and replacing Tech as the top dog. We’ll reveal an amazing stat on the growing gap between them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Out of favor?, media stock madness and the return of the trade Mar 04, 2021

Show notes

The markets are at a crucial point, with the “buy tech and forget about it” trade that worked for so long now going bust. With many stocks down big today, we’ll ask our market experts if the investing landscape has really changed, and what you should expect. Plus, what’s old is new again with traditional TV stocks soaring despite the selloff in the averages. We’ll dive into the “media madness” trade. And, we’ll explain why you may want to forget about attending college and the debt it brings with it, and learn a trade instead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A bond “birthday”, beads & betting and the future of work Mar 03, 2021

Show notes

Exactly one year ago today, the 10-Year Treasury yield fell below 1% for the first time ever. Could we be headed there again? Our market experts debate rising yields and the potential for falling rates. Plus, Apollo Global is taking retail chain Michael’s private and buying assets from Las Vegas Sands. We’ll clue you in on both deals. And, the CEO of ASGN, Inc. joins to discuss the future of work and where the jobs will be in a post-pandemic world. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A “drunk man in the snow”, an electric shock and a serial SPAC-er? Mar 02, 2021

Show notes

Guggenheim Partners CIO Scott Minerd joins exclusively to explain why he thinks the bond market is behaving like a “drunk man in the snow.” Plus, we’ll give you an under-the-radar way to play the EV craze without having to spend thousands of dollars on an electric car. And, financier, NHL team owner and noted SPAC dealmaker Bill Foley joins to talk about his newest investment: cybersecurity. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

New month, new gains, Bitcoin’s next move and the G.O.A.T. trade Mar 01, 2021

Show notes

March is coming in like a lion, with markets having their best day of 2021 thus far. We’ll tell you where the opportunities are, and whether this is a sign of more gains to come as we start a new month. Plus, the CEO of the world’s largest crypto ATM, CoinFlip, joins to discuss Bitcoin’s next move and his philosophy for crypto investing. And, Tim Seymour joins to discuss the “Get Out And Travel” (G.O.A.T.) trade, including the areas you should buy into 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.

Tech turmoil, “preparation buying” and hedge funds playing defense Feb 26, 2021

Show notes

Following its worst day since October, the Nasdaq is trying to claw its way back with some gains today. Will March bring the tech trade back to life? We’ll ask the Co-Head of Goldman Sachs’ tech fund. Plus, we’ll talk to Wall Street’s #1 retail analyst, who says it’s time to get ready for the “preparation buying” phase of the recovery. And, the Gamestop frenzy nearly led to the collapse of some hedge funds. We’ll explain why they’re now using the same websites to defend themselves. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech wreck, hot new research and time to sell Netflix? Feb 25, 2021

Show notes

Stocks are selling off today, as fears of rising rates seep into the markets and hit the tech sector the hardest. Big names like Amazon, Apple and Facebook are down this week and heading lower. Is this a buying opportunity? We’ll debate. Plus, investors are looking for a hot new type of research these days – Reddit mentions. We’ll speak with a company offering just that. And, Laura Martin of Needham & Co. says investors should sell Netflix so they can buy into ViacomCBS. She’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.

A market reversal, Over-stocked?, and not-so-electric Feb 24, 2021

Show notes

Stocks are wiping out earlier losses, as investors seem to be putting fears of rising rates aside. But why the sudden shift in sentiment? We’ll ask Angela Mwanza of UBS, and get her best practices for investors right now. Plus, shares of Overstock are sinking despite posting a solid earnings beat. We’ll talk about its outlook, the consumer and its crypto investments with the CEO. And, the electric vehicle sector is sinking this month, with some big names down 20% or more. We’ll take a close look at what’s driving the move lower. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A “long way to go”, EV battery demand gets a jolt and a crypto crash Feb 23, 2021

Show notes

Federal Reserve Chairman Jerome Powell said the economy has a long way to go to recover, but also committed to keeping a backstop in place. We’ll break down all of his comments from his testimony today, and what they mean for both the recovery and your money. Plus, demand for electric vehicle batteries is set to surge, and a former Tesla executive is looking to cash in. We’ll give you the key details. And, in today’s Rapid Fire: Bitcoin tumbles from record highs, Home Depot sinks despite delivering a Q4 beat and WeWork is back in the headlines. 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 at cruising?, a Spring Squeeze and robot warehouses? Feb 22, 2021

Show notes

When will Royal Caribbean and other cruise lines get back to sea? And will vaccinations be required? CEO Richard Fain joins us exclusively to discuss the path forward for travel and the pent-up demand he’s seeing for voyages. Plus, we’ll take a look at how rising mortgage rates, surging prices and tight supply could lead to a ‘Spring Squeeze’ for the housing market. And, in today’s Rapid Fire: Bitcoin whales are trimming their holdings, activist investors take aim at Kohl’s and does Instacart love robots? 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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