The Exchange

Latest Episodes:

Rate Reversal, Unhealthy Returns, 15 Days Until Election Day 10/21/24 Oct 21, 2024

Show notes

Rates, overall, have moved higher since the Fed’s jumbo rate cut last month. We’ll look at what’s behind the moves and how to position. Plus, Cigna and Humana shares are on the move as deal talks may be back on, but one strategist calls this the most challenging fundamental backdrop ever for health insurers. And we’ve got a view on the ground in one county that could decide the election, as we kick off the 2024 Your Money, Your Vote Roadtrip.

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Cause for a Pause?, Read on REITs, Manufacturing in Mexico 10/18/24 Oct 18, 2024

Show notes

The economy is strong, and the stock market is at record highs. So should the Fed pause rate cuts? We debate and look at where your money is best deployed against this backdrop. Plus, now that several names have reported, we get a gut check on REITs on the heels of that jumbo-sized rate cut. One analyst brings us his top pick from here. And this company has got a large manufacturing base in Mexico, but is still well positioned even if former President Trump gets elected and imposes steep tariffs. We reveal that name and a few other winners.

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Trading the AI story, Viral f(AI)ke podcasts, Earnings Exchange: NFLX, AXP, PG 10/17/24 Oct 17, 2024

Show notes

Chip stocks are hitting new highs, and the AI story seems intact but our market guest says to trade it on the margins and joins us to explain. Plus, Google is using AI to turn text into podcasts, and it could be just the beginning for the next generation of generative AI. And we’ve got Netflix, American Express and Procter & Gamble on deck for Earnings Exchange.

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The Trades Ahead of Earnings, The Tech Value Name to Buy Now, and The Bottom Line on Tariffs 10/16/24 Oct 16, 2024

Show notes

We preview results from three companies our trader calls high quality, with a history of performing well for investors. MAI’s Chris Grisanti has called it right on Verizon and Hershey, he tells us the tech name he says is now a value stock. Plus, Trump promising tariffs so high, US companies will have to return manufacturing stateside—two experts discuss whether that’s feasible, what it means for already-high prices, and which countries could retaliate.

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The Path for Oil Prices, Health Care as a Growth Sector, and Soaring, Shipping, & Storing 10/15/24 Oct 15, 2024

Show notes

With China’s recovery failing to materialize, and Israel vowing to not strike Iran’s oil targets, energy prices are under pressure. Why we could see $50 oil in the near-future. The health care name one strategist is treating like a growth stock. And the action, the story, and the trade on United Airlines, J.B. Hunt, and Prologis in Earnings Exchange.

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A Boeing Debate, China Risks vs. Rewards, and Using AI for a Trading Edge Oct 14, 2024

Show notes

Boeing pre-announcing a massive third quarter loss and a 10% workforce reduction as its machinist strike pushes into its fifth week. Wells Fargo bearish on the stock, concerned about its free cash flow, but Seaport has three reasons to buy the dip. China’s government re-committing to stimulus measures, but with another round of disappointing economic data overnight, is it too little too late? Plus, not just investing in AI stocks…how hedge funds are leveraging new tech to gain a trading edge. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla’s Cybercab Debut, GOP’s Union Push, and Potential Pause Picks 10/11/24 Oct 11, 2024

Show notes

Elon Musk unveiling Tesla’s long-awaited robotaxi, the Cybercab, but failing to detail plans for a ride-hailing service; Melius Research warns Tesla may pose a bigger competitive risk to Uber and Lyft than meets the eye.

With less than a month until the election, how the GOP is making inroads with the typically liberal unions.

Plus, recent data and Fed commentary has investors re-thinking rate cuts--we’ve got five names to play a potential pause.

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Data Distortion, Fading the Fed, Robotaxi Reveal Oct 10, 2024

Show notes

Inflation a little hotter, jobless claims a little hotter, and the data just keeps getting more distorted. We’re starting to see the impact from storms and strikes, and our economist says the Fed could defer a rate cut because of it. Plus, today’s data giving investors more reason to fade an aggressive Fed. We dive into what that trade looks like and where the opportunities are. And Tesla’s long awaited – and several times rescheduled – robotaxi event is finally happening tonight. We speak with one analyst who says the hype is still real. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can Nvidia's Run Continue? Recession Odds & Milton's Impact on Leisure 10/9/24 Oct 09, 2024

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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Bracing for Milton, GM Investor Day, Kendra Scott CEO 10/8/24 Oct 08, 2024

Show notes

Florida is preparing for its second major hurricane in as many weeks. We’ll get a live report from the ground, along with the outlook for gasoline and insurance. Plus, GM’s first investor day in two years is underway, with Wall Street squarely focused on GM’s China strategy. We’ll hear from CEO Mary Barra. And the CEO of Kendra Scott is here with a look at the health of the consumer and overall retail.

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