The Exchange

Latest Episodes:

From the old to the young, the great pickup shortage and M&A mania ahead? Oct 19, 2020

Show notes

Stocks are gradually being sold by older folks to younger ones, as Baby Boomers retire and cash out of the market. We’ll explain how that rotation is impacting investors of all ages.

Plus, pickup trucks are the hottest model on car lots right now…if you can even find one. We discuss the pandemic’s role in auto demand in Rapid Fire.

And, crude prices continue treading water, as the industry consolidates further with another big M&A deal today. Are more energy mergers on the way? We explore.

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Avoiding value traps, pressure on Big Tech and a tax holiday for private jets Oct 16, 2020

Show notes

How can investors separate future winners from value traps in the hunt for stock bargains? Our market experts weigh in.

Plus, big tech firms are under pressure, as antitrust investigations mount and a key liability shield is in doubt. Who’s most at risk? We’ll explore.

And, private jet companies are taking advantage of a tax holiday tucked away in the CARES Act. We discuss the potential windfall for wealthy fliers, and what it means for your money too in Rapid Fire.

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Shaky Ground, Out of Fashion, and Goodbye Value? Oct 15, 2020

Show notes

Rising cases, rising jobless claims and rising doubts about more Covid relief have the markets on shaky ground.

We’ll have the latest and see if earnings can help the market.

Plus, one analyst says a number of retailers could be negatively impacted if a blue wave sweeps over Washington. He joins us with the names.

And, growth stocks have been outperforming value so far this year, now one major value fund is closing up shop….are investors completely giving up on value? We explore.

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Alphabet soup, treatment setbacks and Black Friday(s) Oct 14, 2020

Show notes

As the market reverses lower, some investors could be misreading the signs when picking a letter to describe the economic recovery. We’ll explain.

Plus, Eli Lilly is pausing its Covid antibody drug trial, now the second virus treatment setback this week. Should investors rethink their strategy in the healthcare space? We’ll debate.

And, Walmart is throwing out its Black Friday playbook, and breaking it up into three separate sales events. Could this be a winning strategy? We explore in Rapid Fire.

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Apple’s big event, cash on the sidelines and a “JV” ETF Oct 13, 2020

Show notes

Apple kicks off its biggest product event in years, announcing four new 5G- supported iPhone 12 models. We’ll bring you the key details as they break, and tell you all you need to know.

Plus, Blackrock CEO Larry Fink says he sees signs of “underlying strength” in the market, including investors sitting on the sidelines who could pump even more cash into stocks. Is he right? Our market experts debate.

And, Invesco is launching a “junior varsity” version of its successful Nasdaq 100 ETF, the QQQ. We’ll give you the what, when and why in Rapid Fire.

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Three driving forces, retail’s mega-deal race and the future of live shopping Oct 12, 2020

Show notes

There are three big forces at play in the market right now: vaccine, election and earnings. Which will be the biggest catalyst for gains? Our market experts debate.

Plus, Amazon Prime Day kicks off after months of delays, and other big box players are cashing in with sales of their own. Who will come out on top? We explore.

And, brands like Levi’s and Tommy Hilfiger are betting on QVC-style live pitches to reach shoppers amid the pandemic. Is this the next big idea, or a fad destined to flop? We discuss 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.

Trump Calls for More Stimulus, Energy’s Big Week, Launching a Business During the Pandemic Oct 09, 2020

Show notes

Stocks climb on reports that Pres. Trump intends to raise the stimulus offer to $1.8T, but two strategists say the markets going higher with or without a deal. They tell us where they’re seeing opportunities.

Oil making big moves this week, and energy getting the of approval from Carl Icahn. Should investors jump in?

Plus, despite thousands of small businesses closing, many are also launching during the pandemic. We have a look at what’s behind the surge.

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

What’s the Deal?, Banking Bonanza, and a Muni Mess? Oct 08, 2020

Show notes

Will they or won’t they? Speaker Pelosi says there won’t be a skinny deal for airlines without a broader Covid relief bill. This after the President called talks “productive.” We look at the market impact from all the back and forth.

Plus, financials finding some footing recently as we head into a big week of earnings for the sector. We’ll debate what names should be in your portfolio ahead of the results.

And, the pandemic is taking its toll on municipal finances across the country, and the work-from-home trend could make it even worse. We’ll tell you how.

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

Stocks like Skinny, Eli Lilly’s Big FDA Move, & a Real Threat to Tech Titans? Oct 07, 2020

Show notes

Stocks are rallying as the President proposes smaller, targeted relief aid but do investors believe this is real progress? We debate.

Plus, Eli Lilly has filed for FDA emergency use authorization of its Covid-19 antibody drug. We’ll speak with the CEO about the treatment, the potential timeline, and what production could look like.

And, in its lengthy report, Congress concludes four big tech giants have monopoly power and it’s time for changes. We look at what is likely to make its way into the bills as the real work begins.

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Powell Gets Cautious, Coffee & Carne Asada and Spending Without a Stimulus Oct 06, 2020

Show notes

Fed Chair Jerome Powell saying the pace of the recovery is slowing and more support will be needed… we discuss what it means for the markets.

The teens aren’t spending, according to a new survey, but there is one sector they’re splurging on. We dig into the results.

And while teens aren’t spending, adults could be around the holidays even if there isn’t another round of stimulus, according to one analyst

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