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Outlook Gets Murkier, Exclusive Interview with the Pfizer CEO and Toll Roads to Save States? Jul 28, 2020

Show notes

As earnings season marches on, second half outlook is getting murkier as companies fail to issue guidance due to the ongoing pandemic. Two strategists give their clear winners for the rest of the year.

And the Pfizer CEO joins in an exclusive interview on the heels of their earnings beat and the start of the company’s late stage Covid-19 vaccine trials.

Plus, why toll roads could help make certain muni bonds a buy.

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Vaccine diversity, solar energy is hot, and a common thread? Jul 27, 2020

Show notes

Shares of Moderna are higher as it kicks off Phase 3 trials of its COVID-19 vaccine today. But there’s a key consideration when it comes to recruiting volunteers. We’ll explore.

Plus, while investors have been eyeing the stay-at-home trade lately, solar energy has been red hot too. But can the sector keep powering higher? We’ll discuss with an industry analyst.

And, safe havens like Gold, Silver and bonds are rallying right alongside the stock market. Is there a common thread driving all of these assets higher? Our market experts debate.

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Amazon’s Competition Issue, Fate of Major Cities, Record Low Rates Jul 24, 2020

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As regulators focus on breaking up big tech, an expose in the Wall Street Journal accuses Amazon of using its investments and deal-making process to launch products comparable products to put competitors out of business. A former FTC Chair and law professor weighs in.

And people are leaving major US cities in droves due to the ongoing pandemic, we take a look at their fate and if they can bounce back.

Plus, mortgage rates have hit record lows…good news for homebuyers, not great news for banks. We’ll tell you why.

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Trouble Brewing, Can Chipotle Keep Delivering?, and “A World of Hurt” Jul 23, 2020

Show notes

With jobless claims picking up, uncertainty over what additional stimulus will looks like, and Florida recording its highest single day increase in covid deaths, will these market gains stall out? We debate.

Plus, an exclusive interview with Chipotle CEO Brian Niccol. Digital sales more than tripled in the second quarter, the stock is up 35% this year…can the company keep it up? And what’s next? We’ll ask.

And, “a world of hurt”, that’s how one casino executive describes Las Vegas. We’ll check in on the sector.

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US Tension with China Flares, CEOs on Stimulus and ‘Contact’ Sports Jul 22, 2020

Show notes

Tensions heating up again with China after the US ordered its consulate in Houston, TX closed. We discuss the geopolitical and the market risks.

And, Congress is currently hammering out what the next round of stimulus should look like…Conference Board President Steve Odland has what CEOs are looking for.

Plus, one company is putting the contact tracing into contact sports…that’s in today’s Rapid Fire.

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Betting on a Comeback, Hitting the Brakes, and the Sneaker Trade. Jul 21, 2020

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The S&P on track for its best July in a decade, everything form fast food to healthcare to housing hitting new highs today. Is tech’s historic run about to give way to America’s comeback kids?

Plus, speaking of historic runs, Tesla’s been on an epic stock bender this year. We look at whether the stock can keep climbing after its key earnings report tomorrow, with profit expectations running high.

And, the sneaker trade, a trip down the produce aisle, and Wall Street potentially walking away from New York City, that’s all ahead in Rapid Fire.

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Time running out, transport tea leaves and Amazon’s amazing run Jul 20, 2020

Show notes

The extra $600 per week unemployment benefit is set to expire at the end of the month. What happens if it gets wiped away? We’ll explore with Evercore ISI Policy Economist Ernie Tedeschi.

Also, new airfreight data indicates Asia & N. America are past the worst of the Coronavirus impact…but the Eurozone is a whole different story. We’ll discuss.

And, Goldman Sachs & Jefferies are both boosting their Amazon price targets to a street high $3,800 as shares have soared off recent lows. But can it keep up this amazing run? We debate in Rapid Fire.

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The China Challenge, Netflix Shoots for the Stars, and The Kitchen Trade Jul 17, 2020

Show notes

The Administration ramping up its China rhetoric and blaming several U.S. companies for being part of the problem. Is it just saber-rattling or a real new worry for Wall Street beyond Covid-19?

We’ll debate.

Plus, tech lower once again with Netflix leading the declines on growth concerns. By elevating one of Hollywood’s most powerful people to CO-CEO, is the streaming giant making the right move?

And, a different way to play the stay-at-home trade…we’re cooking up some kitchen stocks poised for big gains.

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Twitter hack attack, the pizza trade is still hot, and all in on value? Jul 16, 2020

Show notes

Twitter is under pressure following an unprecedented hack targeting the accounts of some of its most high-profile users. A cybersecurity expert explains how this could have happened.

Also, Domino’s shattered second quarter earnings estimates as delivery & takeout demand surged amid the pandemic. But can that deliver more gains for its stock? We’ll explore.

And, as growth powerhouses start to lose steam in the market, are under-the-radar value names poised to outperform? We’ll debate with our markets panel.

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Stocks Surge on Vaccine Hopes, Alternative Reads of the Economy, Drive-Ins Drive Revenue Jul 15, 2020

Show notes

Stocks climb on Moderna’s vaccine trial news—we have the details and what the next phases will look like.

Plus, Jefferies tracks real-time data like consumer foot traffic and restaurant bookings to get a better idea of how quickly the economy will recover from the pandemic fallout—their Chief Financial Economist has the details.

And, what’s old is new again… The Count Basie Center for the Arts has pivoted to drive-in entertainment to generate revenue. The CEO joins to discuss and give us an update on their PPP loan.

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