The Exchange

Latest Episodes:

Don’t Buy Intel Deal Hype?, Nuclear Deal of the Day, The Leadership Trade 9/23/24 Sep 23, 2024

Show notes

Deal chatter around Intel is running rampant, but our guest says Intel’s not the right fit and has a different semiconductor merger in mind. He’ll join us to make his case. Plus, the U.S. nuclear renaissance is taking shape and we’ll speak with the CEO of Uranium Energy Corp, which just struck a major deal in the energy space. And Nike, Starbucks and Boeing all have new CEOs, but is that enough to invest in their turnaround stories. Tim Seymour joins us with a special 3 Buys, a Bail, and a Boot.

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Fed’s Cutting Conundrum, Bullish on Homebuilders, Temu’s Troubles 9/20/24 Sep 20, 2024

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Rate Cut Rally, Staples Surge & Ridesharing Race 9/19/24 Sep 19, 2024

Show notes

Stocks are in rally mode following the Fed’s big rate cut, but our market guest says it may be time to slow down and get cautious. He explains why. Plus, Bank of America crunched the numbers and says one sector – and several names in it – is poised to pop following the first rate cut. The analyst joins us to make his case. And perhaps this is the news you needed today – you can now have Olive Garden breadsticks on demand. We dive into Darden’s new partnership with Uber, and more in the delivery space.

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Final Countdown to Fed Decision, Sens. Warren & Kennedy, SEC Chair Gensler 9/18/24 Sep 18, 2024

Show notes

It’s the final hour before the Fed decision, and our guests are divided on whether the Fed will cut by 25 or 50 basis points. We’ll look at how to position for either scenario and what the path forward for the Fed looks like regardless. Plus, Senators Warren and Kennedy join us in-studio with their take on the Fed decision, the looming government shutdown, and the presidential election. And SEC Chair Gary Gensler is here with a First On CNBC interview, following the agency’s unanimous vote for new rules in the stock market.

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24 Hours Until Fed Decision, Mortgages Rates’ Next Move, Retailers Nearing Inflection 9/17/24 Sep 17, 2024

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The market seems to be ignoring today’s retail sales data ahead of the Fed decision on interest rates tomorrow. We’ll look ahead to the most uncertain Fed meeting in nearly a decade. Plus, the CEO of Rocket Companies says a quarter-point cut could lead to mortgage rates climbing in the near term. He’ll join us to explain why. And one analyst sees several names at or near inflection points, even if things slow down into the holiday season.

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48 Hours Until Fed Decision, Health of Housing, Dean of Valuation on Apple 9/16/24 Sep 16, 2024

Show notes

We’re two days away from one of the most consequential Fed meetings in recent years. Will the market get a half-point cut or only 25 basis points? We’ll look at the latest odds and what it means for investors. Plus, Brown Harris Stevens CEO Bess Freedman joins us ahead of the decision with what it will mean for the housing market. And the Dean of Valuation, NYU Professor Aswath Damodaran, is here with his take on Apple and the three companies facing life cycle challenges.

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Private Equity in College Sports, Uber & Waymo Expand Partnership 9/13/24 Sep 13, 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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Mester on the Fed, Markets & Rates, Disney Cuts Prices 9/12/24 Sep 12, 2024

Show notes

If the Fed is expected to do a series of cuts, and the risks to the labor market are to the downside, then why not start with a half-point cut? Former Cleveland Fed President Loretta Mester joins Kelly in-studio to discuss. Plus, one of our guests says markets aren’t moving on rates right now, and joins us with how to position. And Disney is cutting prices as Warner Bros Discovery locks in a new distribution deal. We’ll look at the latest in the streaming wars.

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Data Disappointment, Banks’ Mixed Messages, Stalled Trade 9/11/24 Sep 11, 2024

Show notes

The latest read on inflation is dashing hopes for a half-point rate cut next week, but one of our guests says the size of the first cut doesn’t matter and the time to deploy cash is now. Plus, subprime is the new prime, if you believe the latest commentary from some of the banks. And there’s one group of consumer stocks that may remain stuck in neutral, even in a soft-landing situation. We look at the trades you may want to avoid.

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Oracle’s Big Plans, Candidates’ Big Night, and Powell’s Big Decision 9/10/24 Sep 10, 2024

Show notes

Oracle hitting a record high after an earnings beat and high-profile partnership announcements…how the tech stalwart might’ve just become a new AI darling.

Harris and Trump set to square off on the debate stage tonight. We dig into the similarities and differences in the candidates’ policies.

Plus, not just the markets split on whether the Fed will cut by 25 or 50 basis points next week, according to Evercore’s Krishna Guha. He tells us why Jay Powell’s rate decision could come down to the 11th hour.

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