The Exchange

Latest Episodes:

Value Renaissance Ahead?, The Bank Trade, Commercial Real Estate 7/12/24 Jul 12, 2024

Show notes

Get ready for a value renaissance. Our market guest says it’s coming and he’s bringing his favorite ways to take advantage of it. Plus, the big banks are front and center. JPMorgan, Wells Fargo, and Citi all topped expectations, but are under pressure. The Citi CFO joins us live on the back of the report. And despite ongoing concerns, there’s an opportunity emerging in the commercial real estate space, at least according to Mizuho. That analyst joins us with the shopping center name he’s bullish on.

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

From the Desk of Kelly Evans: The fall of Troy 7/11/24 Jul 11, 2024

Show notes

Kelly explains what Helen of Troy’s weak earnings reports means for the state of the broader economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CPI, Costco & The Case for S&P 6K 7/11/24 Jul 11, 2024

Show notes

Did CPI just cement a September rate cut? Our guests say the door is wide open. We look at what could close it again. Plus, some of the downside surprises beyond the headline numbers, and how to position from here. And, Universa is known as the Black Swan Fund, but the firm sees the S&P hitting 6,000 by year-end. We speak to Universa's COO about what makes them so bullish, some of the risks they are hedging for right now, and how they're positioning because of it. Plus, love in bulk on Wall Street for Costco stock today. The stock is already up more than 30 percent this year, and it's more expensive than Nvidia! So should you own it from here? We talk to one analyst who says yes, she just raised her price target again today. She joins us to make her case.

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

From the Desk of Kelly Evans: The cuts are coming 7/11/24 Jul 11, 2024

Show notes

Kelly explains what the negative June CPI number means for the Fed’s next move. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflection Point?, Travel Demand & Cashing in on Components 7/10/24 Jul 10, 2024

Show notes

Are we at an inflection point for the consumer? They’re choosing more carefully where to spend, which is not at Helen of Troy, as we learned yesterday. That company lost nearly 30% of its market value following earnings. Consumers are pushing back on big brands and high prices, which is leading them to Walmart, whose record highs might even suggest more weakness. This comes as Jay Powell today said going slower may allow the Fed to go farther, but according to our strategist, the Fed has to cut this year to keep the consumer, and small companies afloat. He’s here with where he’s trimming and what he’s adding to against this backdrop. But the consumer is still traveling, and Wyndham Hotels & Resorts is betting on that to continue, and betting on guests to stay longer. The CEO joins us like ahead with what he’s seeing. And then there’s housing. If you’re not buying a home because it’s too expensive right now, you can still buy into the housing trade, and we have a unique way to do it.

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

Underrated Risk?, Bullish Bets & Audio Advantage - 7/9/24 Jul 09, 2024

Show notes

Fed Chair Jay Powell is warning of the risks of staying too high for too long, but our market guest is warning of a different risk, one he says Wall Street has its head in the sand on.He’s here to tell us what it is and how he’s positioning as a result. Plus, analysts are loving this recent IPO, with eight of them initiating coverage on the stock today. The one with the highest price target is here to make his case for a 60% upside from here. And if you think of top media and entertainment stocks, this one may not be top of mind, but it should be says Morgan Stanley’s Ben Swinburne. He’s here with the name, what makes it superior to the competition, and how much runway he sees ahead.

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

From the Desk of Kelly Evans: Tour de France 7/8/24 Jul 08, 2024

Show notes

Kelly connects the dots between France’s elections and the 2024 presidential election.

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

Charged-up Semis, “Nowhere Near the Top”, and Politics & Positioning 7/8/24 Jul 08, 2024

Show notes

Wall Street’s #1 semiconductors analyst joins us with the power players he sees dominating the industry going forward. Plus, it’s a big week for the markets with Powell’s testimony and inflation data on deck. We’ll check in with Raymond James’ CIO about why he says the rally is nowhere near the top. And between France, the U.K., and the U.S., there’s plenty of uncertainty for the market to digest. We’ll ask Atlantic Council CEO Fred Kempe how he sees things playing out this year.

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

From the Desk of Kelly Evans: AI *is* the business cycle 7/5/24 Jul 05, 2024

Show notes

Kelly explains why AI is really driving the economy right now.

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

Jobs Jolt, U.K. Business Boost?, Book Boom 7/5/24 Jul 05, 2024

Show notes

The June jobs report paints a muddy picture, but does it mean the Fed is finally ready to cut? We’ll discuss. And the U.K. has a new leader, with the Labour party winning the election in a landslide. We’ll look at the ramifications for business. And the CEO of Barnes & Noble joins us with how they’re keeping up with the latest trends, including e-readers and “BookTok”.

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

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected