The Exchange

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A triple play of catalysts, a runup into results and “revenge spending” Jan 19, 2021

Show notes

There’s a triple play of big news to kick off the trading week, including Biden’s inauguration, Janet Yellen’s tough message on stimulus and lots of earnings calls. We’ll discuss the key points you should keep an eye on, and detail the opportunity sectors for 2021 and beyond. Plus, the banks are posting a big rally ahead of earnings results. So why do investors seem unimpressed? We’ll debate. And, in today’s Rapid Fire: the first of the FANGs reports, “revenge spending” in China and what investors think is the biggest “bubble” 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.

$7 trillion on the line, no looking, no problem and cybersecurity carveout Jan 15, 2021

Show notes

The Fed has been tasked with a delicate balancing act, navigating inflation, deficits, stimulus and much more. But can it handle the job when $7 trillion in taxpayer dollars are on the line? We’ll discuss with Boston Fed President Eric Rosengren. Plus, a new survey found 63% of homebuyers made an offer sight unseen in 2020. We’ll explore the red-hot housing market with Redfin’s chief economist. And, President-Elect Joe Biden’s stimulus plan includes a ton of money for cybersecurity initiatives. Who stands to benefit most? We’ll discuss with Dan Ives of Wedbush. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bitcoin bounces back, a growing retirement crisis?, and a rare policy change Jan 14, 2021

Show notes

Impeachment, rising rates, surging virus cases and high unemployment…and the market still isn’t slowing down. And Bitcoin is headed higher again after tanking earlier in the week. We’ll talk all of that and more with Guggenheim’s Scott Minerd. Plus, new data shows millions of Americans are pulling money out of their retirement funds. But what are they doing with it? We’ll explore. And, the FAA just issued a special order to deal with unruly flyers in the wake of last week’s riots on Capitol Hill. We’ll give you all the details. 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?, the vote begins and late to the party Jan 13, 2021

Show notes

Rising inflation is the topic of the day, as commodity prices have begun to soar seemingly out of nowhere. Does this put the Fed between a rock and a RATE place? We’ll debate with our market experts. Plus, the House is debating a second set of impeachment proceedings against President Trump. But will the senate go along? We’ll explore. And, in today’s Rapid Fire: the first big IPO of the year delivers, Intel’s swan song and Airbnb is doing something that may surprise you. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rising rate debate, red hot energy trade and powerful returns Jan 12, 2021

Show notes

Interest rates are on the move, hitting their highest level in nearly a year. Could this supertanker swing sink stocks? Our market experts debate, and tell you all you need to know. Plus, the energy sector is soaring, leading the market again as oil rallies. How can investors buy in? We’ll explore. And, Plug Power shares have surged 80% this year, and are higher today on a big new deal. We’ll talk to the CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Covid relief conundrum, social media showdown and buying the Bitcoin universe Jan 11, 2021

Show notes

Lines are already being drawn around what the next relief bill should or shouldn’t include.

We’ll bring you the latest details from DC, including why you shouldn’t expect that $2,000 stimulus check anytime soon.

Plus, we’ll explore why some critics are praising social media platforms for banning President Trump, while others say they’re the problem.

And, Bitcoin goes bust, down more than $6,000 today. We’ll discuss why some retail investors need to tread very carefully here.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Bitcoin Boom, “an economic dud” and market disconnect Jan 08, 2021

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The Bitcoin Boom continues, with the cryptocurrency surging to all-time highs over $41,000 today.

Famed value investor Bill Miller, an early bettor on Bitcoin, joins for an exclusive interview to discuss crypto, crude and more.

Plus, former FDIC Chair Sheila Bair called the Fed’s corporate debt relief “an economic dud” in a new op-ed. She joins to explain why.

And, we’ll explore the disconnect between soaring stocks and the individual investor, and whether or not you should pull back now.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A chaotic and historic 24 hours on Capitol Hill Jan 07, 2021

Show notes

Congress ultimately confirmed Joe Biden’s election as President, after being disrupted for hours by unprecedented violence & riots yesterday.

President Trump vowed an “orderly transition” in a statement, though some top lawmakers are still calling for his removal from office today.

And Democrats are set to control all three chambers of government after winning both Senate seats in the Georgia runoff.

We’ll bring you the latest details, including analysis from our team of experts on all the angles: policy, economics and the markets.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

All eyes on Washington, vaccine challenges and PPP round 3 Jan 06, 2021

Show notes

Investors are watching the political landscape closely, with a close eye on events today in Washington.

As votes are being counted on Capitol Hill and in Georgia, we’ll explore why the markets are already jumping to conclusions about a “Blue Wave.”

Plus, the COVID-19 vaccine rollout is going much slower than expected. We’ll discuss the holdup and the key reasons behind it.

And, nearly $300 billion in fresh PPP funding is set to become available soon. We’ll explain why some small businesses still have concerns.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Here comes Georgia, Taper Tantrum 2.0?, and watching the money flow Jan 05, 2021

Show notes

Investors are anxiously awaiting the results of the Georgia Senate race.

The outcome could impact everything from tech to energy stocks and more. We’ll break it all down.

Plus, Morgan Stanley says the Fed will announce tapering this year. Could that lead to a ‘taper tantrum’ like it did back in 2013? We’ll explore.

And, one expert says Bitcoin’s rally isn’t a repeat of 2017, in part because of the big money entering the game. He’ll join us to explain.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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