The Exchange

Latest Episodes:

Less than 24 hours to go… Nov 02, 2020

Show notes

It’s the eve of the election, and a lot is at stake for investors.

From tech regulation, to taxes and energy policy, there’s a ton riding on the outcome.

We’ll follow everything you need to know – including the record money pouring into campaigns, and all the possible outcomes for stocks in the coming days.

Plus, our own Meg Tirrell explains why Regeneron’s promising COVID-19 antibody treatment would be in shortsupply if the FDA approved it today.

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A Wild Week, Redecorating Returns, and Social Media Mistrust Oct 30, 2020

Show notes

The Markets continue to lose momentum as we wrap up a red October and with the Presidential Election just four days away. So will the volatility continue into November? We’ll explore.

Plus, there’s one stock that has rallied more than 1000% from its lows this year as it benefits from Americans working from home. We’ll tell you the name and talk to the CEO.

And, our new all-America Survey shows almost every demographic is united in one thing…they don’t trust social media. We have the details.

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Earnings vs. Covid, Tech Titans Report, and Urban Flight Pain Oct 29, 2020

Show notes

Since the start of the earnings season, the Dow has dropped 7%, the S&P 5%, and the Nasdaq 4%.

Are earnings to blame or is the timing just a coincidence amid the resurgence in Covid cases worldwide? We’ll explore.

Plus, with tech earnings on deck, investors have high expectations. We’ll tell you the key things they want to hear from each of the tech titans.

And, the recent urban flight is starting to hurt the bottom line of some companies. We’ll break down the names.

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The selloff continues, and Big Tech on Capitol Hill Oct 28, 2020

Show notes

It’s another big down day for stocks, as surging virus cases and new lockdown measures in Europe stoke fears of a halt to the economic recovery.

We’ll discuss what’s weighing most on investors’ minds around the globe, and whether or not this is a tipping point or a buying opportunity.

Plus, big tech CEOs are back on Capitol Hill, testifying about their controversial content moderation policies. We’ll give you the key headlines as they break.

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Big beats/small moves, reading the charts, and a worried consumer? Oct 27, 2020

Show notes

There’s been a lackluster reaction to the strong earnings reported this season. We’ll discuss what that tells us about the market, and whether or not we’re in a holding pattern until the election.

Plus, there’s been a lot of talk about the shift to value names recently…but is the rotation for real? We’ll get technical with Instinet Chief Market Technician Frank Cappelleri.

And, the consumer’s outlook on the economy is growing more dim according to a new report. We’ll explore why, and what that historically means for stocks.

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Stocks sell off on virus surge, stimulus stalemate Oct 26, 2020

Show notes

The Dow is on pace for its worst day since June, as investors grapple with rising global Coronavirus cases and a stimulus stalemate in Washington.

We look at how investors can protect their money, and identify the sectors getting hit hardest by the selloff.

Plus, former NEC Director Larry Lindsey joins to discuss volatility ahead of next week’s election, and what rising virus cases could spell for our economic recovery.

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Economic fact check, hot homebuilders, and a Barbie boost Oct 23, 2020

Show notes

There were a lot of bold claims made about the state of our economy in last night’s presidential debate. We’ll get a fact check, and see who’s doing the best – and worst – right now.

Plus, homebuilder stocks are red hot, fueled by high demand and a sizzling housing market. One analyst thinks they can keep up this scorching success up, and he joins to explain.

And, Mattel shares are soaring after crushing third quarter earnings, helped in a big way by a surge in Barbie sales. Can it keep up momentum? We debate in Rapid Fire.

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

A “mountain-shaped” market, Quibi calls it quits, and a commodities comeback? Oct 22, 2020

Show notes

One of Wall Street’s biggest hedge fund managers says a big rally is ahead once the next relief bill passes. But with no timeline in sight, is it too soon to buy in? We’ll explore.

Plus, streaming service Quibi is shutting down just six months after launching, despite a hefty cash hoard and lots of buzz. We discuss what went wrong in Rapid Fire.

And, Jeff Currie of Goldman Sachs tells us why he sees a big move to the upside in oil, copper and other commodities in the new year.

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Unused billions, a day (or 2) short, and can Tesla deliver? Oct 21, 2020

Show notes

As Washington battles over the next round of stimulus, hundreds of billions of dollars have gone unspent from other sources of funds. Can that cash still be tapped? We’ll explore.

Plus, Netflix says it could’ve beaten Q3 estimates…if the quarter lasted an extra 48 hours. We discuss Netflix’s historic earnings miss in Rapid Fire.

And, investors have a lot riding on Tesla’s earnings tonight, with the stock already up 400% this year. Is the bar set too high, like it was for Netflix? We’ll debate.

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DOJ sues Google, checking it twice and Hummer goes electric Oct 20, 2020

Show notes

The Dept. of Justice is suing Google, claiming it has a monopoly on the search market. What could this lawsuit accomplish, and will it even matter to the company? We discuss.

Plus, the number one retail analyst on Wall Street joins to give us the stock names on his shopping list amid this year’s unprecedented holiday season.

And, GM is doubling down on its EV plans, making a multi-billion dollar investment to resurrect the Hummer as an electric truck. We’ll give you the key details on the big reveal expected tonight.

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