The Exchange

Latest Episodes:

Excessive Enthusiasm?, The C-Suite-Main Street Disconnect, and a Bright Spot for Restaurants Sep 09, 2020

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Beating the Market, Tesla gets snubbed, and how low can Apple go? Sep 08, 2020

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We’ll speak with a fund manager whose 5-star fund is beating 99% of his peers and is up 68% year to date. The stocks he’s buying may not be on your radar. We’ll tell you the names and what makes them attractive.

Plus, Tesla gets snubbed by not getting added to the S&P 500. We take a look at why that move is emblematic of the current market set-up.

And, while most of Wall Street was yelling “buy” on Apple, Goldman went against the curve and said “sell.” We look at why and how low they think it can go.

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A topsy-turvy day, jobs report tea leaves and time to ditch growth stocks? Sep 04, 2020

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Another rollercoaster day for the averages, with stocks unable to hold onto gains following this morning’s jobs report. Our market experts break down where the weakness is, and how investors should react.

Plus, nearly 1.4 million jobs were added in August, but the number of people out of work is still down by more than 11 million since the pandemic hit. We discuss the labor market, economic recovery & more with Boston Fed President Eric Rosengren.

And, Steve Grasso of Stuart Frankel explains why it might be time for investors to take profits from growth stocks like Apple, and begin to buy into cyclical names.

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Market mayhem, a sector pulse check and Apple gone rotten? Sep 03, 2020

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The red-hot tech sector is cooling off, leading today’s sharp move lower for the averages. Our experts break down why there’s a sudden change in market confidence.

Plus, amid today’s rollercoaster market action, we drill down on what’s happening for Tesla, leisure stocks and the restaurant sector.

And, Apple is one of the biggest drags on the Dow, on pace for its worst day since mid-March. Is this simply investor profit-taking after completing its stock split, or a sign of trouble ahead? We debate.

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Market momentum, where the jobs are & the ‘Jordan effect’ Sep 02, 2020

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Kelly gets ‘technical’, using charts to explain why the S&P and Nasdaq trading sky-high above their 200-day moving averages is signaling the market could be overbought.

Plus, with the August jobs report on deck, a new industry report paints an optimistic picture of hiring trends across the country. We break it all down with Recruiter.com CEO Evan Sohn.

And, NBA legend Michael Jordan is taking an equity stake in Draft Kings in exchange for becoming a special advisor to the company. We break down this unprecedented deal, and the power of MJ’s brand in Rapid Fire.

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Here comes September, the individual investor boom and ESG under attack Sep 01, 2020

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September kicks off with new all-time highs for the S&P and Nasdaq, but there’s still a ‘wall of worry’ awaiting the market. We break down what investors need to watch.

Plus, mom & pop stock trading is at its highest level in a decade, powered in part by Coronavirus lockdowns and free apps like Robinhood. We explore how the rise of individual investing is shaping the market right now.

And, the Labor Dept. is proposing new rules that could limit ESG investments in 401(k)s, and some of the world’s largest asset managers are pushing back. We discuss the key details.

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The final luxury frontier, drama at the golden arches and a delicious new “SPAC” Aug 31, 2020

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Space is widely referred to as “the final frontier”…but could it be the final “luxury” frontier too? We speak with an analyst who’s betting that consumer space travel is the next must-have for the rich, and why Virgin Galactic is the way to play it.

Plus, McDonald’s has some harsh words for its ousted CEO Steve Easterbrook, amid a lawsuit to recoup some of his compensation. We break down the company’s unusual corporate drama, and what it could mean for other firms in the future.

And, snack maker Utz makes its public debut on the NYSE through a special purpose acquisition company (SPAC), following nearly a century as a private family-owned business. We explore the benefits of SPACs for Utz & others in Rapid Fire.

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Cracks in the Economy?, Electrifying Gains, and a Glam Slam. Aug 28, 2020

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Big layoffs, warnings from food companies, and cautious Fedspeak today…is the economy starting to lose momentum? We’ll explore.

Plus, forget Apple and Amazon, if you’re looking for gains, head to the electric vehicle market. We’re talking moves of more than 300%. We look at whether this is sustainable and which stocks are due for a pullback.

And, Ulta’s online sales surged 200% in the last quarter. We have a closer look at the products that helped the bottom line and whether the trend will continue to be a thing of beauty.

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Inflation calibration, the clock runs out and a historic moment for sports Aug 27, 2020

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The Federal Reserve says its shifting its policy around inflation, which could have long-lasting effects on our economy. We break down this historic move with Dallas Fed President Robert Kaplan.

Plus, Walmart is teaming with Microsoft in the battle for TikTok, on the same day the embattled social media firm’s CEO quit after less than three months on the job. We explore all of the TikTok drama in Rapid Fire.

And, a historic moment for sports, as NBA players walked out of games in protest of the shooting of Jacob Blake. We discuss the path forward for pro sports amid social unrest.

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Anxiously awaiting Powell, poised for a breakout and a looming career crisis? Aug 26, 2020

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Stocks hit new highs today ahead of a key speech from Fed Chair Jerome Powell tomorrow. Will Powell’s remarks be as “profoundly consequential” as strategists are predicting? Our market experts debate.

Plus, we get ‘technical’ with Stephen Suttmeier of BofA Securities, who sees four stock charts suggesting a potential breakout ahead.

And, as we celebrate Women’s Equality Day, the future for working women is murky as family obligations increase amid the COVID-19 pandemic. We’ll talk with a economist who says this potential career crisis could set economic equity for women back decades.

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