The Exchange

Latest Episodes:

A reversal of fortune, Musk’s warning to workers and what goes up… Dec 02, 2020

Show notes

November saw a huge market leadership change, as Energy & Financials broke out along with Silver, Copper and even Bitcoin.

But will this pattern continue into the year-end and beyond? Our market experts debate.

Plus, Tesla CEO Elon Musk isn’t mincing words when it comes to telling his employees to keep costs down. We’ll explain why in Rapid Fire.

And, traders say vaccine stocks are starting to trade too much like speculative plays, as Moderna rallies 121% in the past month. We’ll discuss.

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A December to remember?, betting big on beauty and an early nod from Wall St. Dec 01, 2020

Show notes

The bulls are charging back to kick off December, with the S&P 500 and Nasdaq hitting record highs.

Are we setting up for another big month, or did November’s jump steal from the ‘Santa Claus’ rally? We debate.

Plus, we speak exclusively with the CEOs of Kohl’s and Sephora Americas about their new retail partnership announced today.

And, D.A. Davidson is initiating Doordash as a “buy”, calling it a category leader – even though it hasn’t gone public yet. We explain why in Rapid Fire.

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Can the record run to continue?, Bullion vs. Bitcoin and battle for the retail crown Nov 30, 2020

Show notes

Stocks are lower today, but still on pace to close out a monster month of gains and record highs. But is there more to come? We’ll debate.

Plus, Gold is getting pummeled just as Bitcoin shoots back up to near all-time highs. We’ll take a look at the tug-of-war between these two investments.

And, with holiday shopping in full swing, we’ll explore who could take the retail crown as shoppers shift out of the store and move online.

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The hot housing market, delivery dilemma and a new retail reality Nov 25, 2020

Show notes

The housing market is scorching right now, with low rates and supply sending prices sky-high. But is the market getting too hot? We’ll discuss.

Plus, pharma companies are getting ready to ship COVID-19 vaccines. But how will the states distribute them? We’ll ask the governor of Nebraska.

And, the President of the Forbes Company explains how he plans to keep shoppers out of his malls this holiday season.

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Dow rallies past 30,000 for first time ever Nov 24, 2020

Show notes

Today marks a huge milestone for the stock market, with the Dow trading above 30,000 for the first time in history.

All 11 S&P sectors are higher, and the underperformers of 2020 – Energy & Financials – are leading today’s gains.

And it’s all happening against a backdrop of slowing consumer confidence, increased virus-related restrictions and rising COVID-19 cases across the nation.

We’ll follow the money, and tell you all you need to know to stay ahead amid this historic market rally.

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Medicine Monday?, the good & the bad, and Bitcoin’s huge backers Nov 23, 2020

Show notes

For the third week in a row, investors woke up on a Monday morning to promising results on a COVID-19 vaccine.

But the market reaction is getting more and more muted. Is all the positivity already baked in? We’ll debate.

Plus, more folks traveling is good news for airlines, but bad news for others as the virus spreads. We’ll bring you the latest details on new restrictions around the nation.

And, Bitcoin has picked up some big backers lately. We’ll identify the whales that have thrown their weight behind the cryptocurrency and fueled its recent gains.

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J.P.Morgan goes “negative”, the class of COVID-19, and a $5M TV timeout? Nov 20, 2020

Show notes

J.P.Morgan says GDP will shrink in Q1, as positive vaccine news isn’t enough to offset the damage done from new lockdowns.

Is this a blip, or a double-dip downturn ahead? Our market experts debate.

Plus, as more school districts send students back home, the economic strain on them could be felt for years beyond this pandemic. We’ll explain why.

And, the PAC-12 Conference is reportedly losing about $5 million in TV revenue for every football game it cancels due to COVID-19. Can it sustain these financial hits? We’ll discuss in Rapid Fire.

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Time tug-of-war, a three-phase recovery and the Big Game goes cashless Nov 19, 2020

Show notes

Investors are torn between two narratives: a vaccine for the long-term, and shutdowns in the near-term.

Now that the CDC is recommending avoiding all Thanksgiving travel, which should investors be focused on? We’ll explore.

Plus, Wall Street’s number one retail analyst joins to discuss his three-phase recovery plan for the sector.

And, this year’s Super Bowl will be missing something for the first time in its 55 year history: cash. Why is the NFL going all-in on digital payments? We’ll discuss in Rapid Fire

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The market “hand-off”, a trillion-dollar cushion and the “most disruptive generation ever” Nov 18, 2020

Show notes

A top strategist says a market rotation is ahead; one which will say ‘goodbye’ to Fed dependence and ‘hello’ to growth. We’ll explain why.

Plus, Americans are apparently sitting on an estimated $1.3 trillion in extra cash savings amid the pandemic. Chris Senyek of Wolfe Research joins to discuss what that means for the recovery in 2021.

And, Gen Z’s disruptive buying powering will surpass Millennials’ in the next 10 years, according to Bank of America. Which industries could be in line for a boost or a bust? We’ll discuss in Rapid Fire.

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Peak optimism?, the future of travel and Tesla joins the club Nov 17, 2020

Show notes

Stocks may be down today, but fund managers’ optimism isn’t. According to BofA’s latest Global Fund Manager Survey, they’re more bullish now than they’ve been all year.

Is it time for investors to fade the herd, or to follow it? Our market experts debate.

Plus, the CEO of Tripadvisor joins to discuss the company’s big bet on rentals, just as rival Airbnb gets ready to go public.

And, Tesla is set to join the S&P 500 beginning on December 21st. But with shares already up more than 500% in the past year, can it keep up momentum? We’ll discuss in Rapid Fire.

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