The Exchange

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Is the Rally for Real, Vindication for the Fed and The End of the Sharing Economy? Apr 29, 2020

Show notes

With the Dow climbing 500 points today, the market rally has started to broaden out beyond the FANG stocks… can investors trust this positive momentum? Two strategists weigh in.

And with just minutes before the Fed’s interest rate decision, we take a look at why the problems with the Small Business Administration’s PPP lending system could vindicate the Fed for taking its time executing its stimulus plan.

Plus, Lyft and Uber announcing massive layoffs. WeWork letting 100 people go at its San Francisco office and Airbnb lowering its valuation…could this pandemic bring an end to the sharing economy? We discuss.

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Consumer Confidence Crushed, The Street’s Only “Sell” Rating on Amazon and the College Cash Conundrum Apr 28, 2020

Show notes

Consumer confidence tanked in April, posting it’s second biggest drop ever. The CEO of The Conference Board tells us what steps need to be taken to revive the economy—and why things could be looking up.

R5 Capital’s Scott Mushkin is the only analyst on the Street with a ‘sell’ rating on Amazon…what’s got him bearish about the tech giant.

And Northwestern University was given $8.5m in federal aid from the CARES Act, NU President Morton Shapiro discusses the current challenges facing academia and why the college is returning the money.

Plus, the CEO of Waffle House on the future of dining out as restaurants in Georgia reopen.

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Wall Street vs. Main Street, from Disease to Debt, and the College Cash Crunch. Apr 27, 2020

Show notes

The S&P is now just 15 percent beneath its all-time high and 30 percent from the lows a month ago despite a pandemic that’s cost 26 million jobs. So is the stock market being too optimistic? We take a closer look at the disconnect between Wall Street and the real economy.

Plus, after the disease come the debt. The U.S. is heading for a nearly 4 Trillion dollar deficit this year. How can things get back on track? We’ll explore.

And, public colleges are losing millions in state funding across the country as state budgets take a huge hit. We’ll look at the ripple effect- including closures-this could have for years to come.

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Write Off Earnings?, the Wild, Wild West of testing, and the Office of the Future Apr 24, 2020

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Many investors are writing off this earnings season due to the coronavirus but Mohamed El-Erian of Allianz says it’s very important. Who’s right? We debate.

Plus, antibody tests are considered key to reopening economies but they are raising alarms. We speak to one expert who says it’s the wild, wild west out there.

And, when workers finally return to work, the offices they return to, will likely look very different. We’ll tell you what kind of changes could be coming your way.

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

Potentially Bad News for Gilead, Oil Tanker Boom & Housing Shock Ahead? Apr 23, 2020

Show notes

Stat News reporting that the WHO posted the results of a drug trial in China that revealed Gilead’s remdesivir, an antiviral it had hoped could treat COVID-19, was ineffective. The news sent shares sinking…we talk to the reporter behind the story. And oil clawing its way back after its historic collapse earlier this week, the CEO of a tanker company joins with why that drop is a boon for his company. And new home sales falling sharply in March, Bank of America’s Michelle Meyer joins us with her near- and long-term housing forecasts.

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

Stocks Bounce Back, Roadmap to Reopen, Chipotle’s New Normal. Apr 22, 2020

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Stocks are rallying for the first time in three days thanks to a reversal higher in oil, earnings, and the Senate passing another massive relief package. But is it enough to keep these markets afloat? We debate.

Plus, many companies will have to dramatically change the way they do business when economies reopen. One of our next guests advises companies on how to do just that after a crisis. She tells us what steps will be most critical to succeed in a “new normal.”

And, strong digital sales helping Chipotle beat on earnings but profits were still down and the company suspending its guidance. CEO Brian Niccol joins us to talk about that and what kind of “new normal” he sees for his business, and his industry, ahead..

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Oil to -$100 per barrel?, Market Opportunities, and Help Needed. Apr 21, 2020

Show notes

The oil selloff continues and one of our guests says the worst it yet to come with -$100 per barrel a real possibility next month. We look at what that would do to an already battered energy industry.

Plus, the crude collapse weighing on stocks today but it’s not all bad news. We look at some of the opportunities in the markets.

And, they are some of the most critical workers needed right now but new nursing grads are facing a roadblock getting into the field. We’ll tell you why.

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

The crude collapse, a retail reckoning and protest pressure Apr 20, 2020

Show notes

The May oil contract collapses, sending U.S. crude prices on track for their worst day ever. We explore what it means for the broader energy market, and the millions of workers who depend on the sector for their livelihoods.

Plus, many retailers were already struggling BEFORE the COVID-19 crisis. But with even more bankruptcies on the horizon, what might the retail landscape look like after the lockdowns end? We’ll ask.

And, workers across the nation are protesting Coronavirus shutdowns as unemployment soars, including in New Hampshire – but is it too soon to get back to work? We’ll ask NH Governor Chris Sununu.

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

Stocks Rally, The Big Reopening Debate, and Alexa, do I have Coronavirus? Apr 17, 2020

Show notes

Stocks are rallying today on hopes that Gilead’s Coronavirus treatment could be working. We have the details and whether investors can trust this rally.

Plus, President Trump wants states to step up their testing but access to tests is still uneven. We have the latest from Washington and where things stand on the testing front across the country.

And, more and more people are turning to technology for information on the coronavirus. We’ll have a look at the kind of healthcare questions Amazon’s Alexa is getting and the privacy concerns that come with it..

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A Bevy of Bad News, Bail Everyone Out?, and Hitting a Ceiling Apr 16, 2020

Show notes

Stocks mostly slipping today as investors digest another day of awful headlines.

Should we brace ourselves for another move lower? We’ll ask the experts.

Plus, Billionaire Barry Diller says everyone should get a bailout but the government doesn’t agree. A look at why some of the big retailers can’t participate.

And the CEO of Vista Bank says the night of April third was one of the most momentous in his bank’s 108-year history. He tells us why.

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