The Exchange

Latest Episodes:

Kudlow’s big rebound prediction, Shoppers Surprise, and Back-To-Work Bonuses? May 28, 2020

Show notes

National Economic Council Director, Larry Kudlow, sounds off on U.S.-China tensions, the state of reopening, jobless claims, paying companies to come home, and paying workers bonuses to get back to work.

Plus, the man behind the idea of back-to-work bonuses…Senator Rob Portman joins us with a closer look at how his plan would incentivize the unemployed to find a job.

And, new retail data that caught one of our guests completely off guard. A look at the numbers and what it could mean for the industry going forward.

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Room to Run, the Race for a COVID-19 Antibody Drug, and the Most Underappreciated Risk May 27, 2020

Show notes

Another rally on Wall Street and two strategists both say there’s more room to run…where they’re finding opportunities.

The CEO of AbCellera joins to discuss the company’s partnership with Eli Lilly in the race for a COVID-19 antibody drug.

And two policy strategists weigh in one of the biggest and most underappreciated risks for the market right now.

Plus, a ‘cool’ trade for the summer.

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Hunting for Yield, the “Sharpest and Shortest” Recession, and HBO’s New Streaming Service May 26, 2020

Show notes

As stocks stage a major rally on vaccine hopes, two strategists reveal where they’re hunting for yield—including an under the radar play.

Plus, one economist explains why he thinks a V-shaped recovery could still happen.

And HBO Max, the most expensive streaming service to hit the market, launches tomorrow…the man behind it joins to talk timing, content and competition

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U.S. -China Showdown, Slow & Steady Wins, and “Some Good News.” May 22, 2020

Show notes

Protests erupting in Hong Kong after China’s government proposed a new security law aimed at bringing Hong Kong under full Chinese control. We look at the fallout for the markets, and the complicated position it puts the U.S. in.

Plus, there’s one part of the market that is outperforming all three major averages and every other sector. We’ll break down what it is and if you should play it.

And, ViaccomCBS buying the pandemic’s hottest new show, “Some Good News”, from John Krasinski. Is it just a Corona-one-hit-wonder or the start of a new content wave? We’ll debate.

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Housing One-Two Punch, Vaccine Safety, and Teflon Tech? May 21, 2020

Show notes

Existing home sales in April dropping to the lowest point in nearly 10 years as the market got a one-two punch from inventories and prices. So did we hit a bottom in April? And how quickly can the housing market recover? We’ll take a closer look.

Plus, the world is racing to develop Covid-19 vaccines at record pace, and at a time when there’s still a lot we don’ t know about the virus. We look at the safety concerns.

And, is tech the Teflon sector? One analyst says yes. He tells us why and where he sees tech going from here.

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Growth Versus Value, Mansion Mania and the Future of Flicks May 20, 2020

Show notes

With growth stocks are outperforming value names by the widest margin in decades, two portfolio managers duke it out over which is the better bang for your buck.

And, from mortgages to mansions—we get reads on the hottest trends in housing.

Plus, the CEO of Sony Pictures entertainment joins to discuss Apple TV spending $70m for its new Tom Hanks’ picture and the future of the movie industry as states reopen.

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Next Phase of Relief, The Honey-Do List is the New Trend and the Banks Ripe for Buying May 19, 2020

Show notes

After Secretary Steve Mnuchin and Fed Chair Jerome Powell gave remote testimony in front of the Senate Banking Committee, we discuss what the next phase of relief out of Washington could look like.

And as the retailers report earnings this week, we take a look at why the good ol’ honey-do list could be one of the new trends in the sector.

Plus, as banks underperform, the CEO of KBW, which advised on two-thirds of the largest bank mergers last year, joins to discuss where he sees opportunities for M&A in the sector.

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Coronavirus Hopes, Big Bets on Biotech, and Jordan Rules. May 18, 2020

Show notes

Markets rallying on promising vaccine news and reassuring words from Federal Reserve Chairman Jay Powell. We’ll talk about what it means for your investments.

Plus, investors -big and small-are flocking into the biotech sector in large numbers. We’ll look at the names they’re flowing into and whether you should follow suit.

And, if Michael Jordan were a stock, analysts would have a buy rating on the former basketball icon. We will tell you why.

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Stocks Slide, Genetics & Covid-19, and Keep the Middle Seat Open? May 15, 2020

Show notes

Stocks continue to sell off amid increasing China tensions and some weak economic data. One of our guests says there are five things that could cause a another selloff from here. He tells us what they are.

Plus, there’s so much we don’t know yet about Covid-19, including what role genetics may be playing in how severely someone gets infected. The CEO of 23andMe joins us with what her company is doing to get to the bottom of it.

And, there’s a battle brewing between Washington and the travel industry over whether or not they can mandate airlines to operate at 60 percent capacity to keep people safe. We look at the potentially fallout for the industry.

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First Depression of our Lifetimes?, Reopening Malls, and Casinos of the Future. May 14, 2020

Show notes

Eurasia Group’s Ian Bremmer says we’re in the first Depression of our lifetimes and massive relief and subsidies are needed to get us through it. He joins us live with how much pain he sees ahead.

Plus, we check back in with one luxury mall owner and operator since he started reopening some of his properties. He tells us how much foot traffic he’s seeing and which brands are doing better than others.

And, Casinos are eager to reopen as they’ve watched their stocks sink over the past three months. When they do though, the things we’ve come to expect…slot machines, table games and buffets… may look and feel very different. We’ll have a closer look at the path forward for the industry.

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