The Exchange

Latest Episodes:

The Exchange 7/2/24 Jul 02, 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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No Stopping the Rally?, The Jobs Juggle, Immunity Ruling 7/1/24 Jul 01, 2024

Show notes

Stocks are mixed on the first trading day of the second half. The major averages have posted a monthly gain in July every year for the past decade. And our strategist just hiked his year-end S&P target to, 5,700 today. He’ll tell us where he’s putting money to work. And today’s manufacturing data showing a jobs divide. S&P Global reporting the fastest increase in employment in nearly two years. While ISM saw a drop in its index. With Goldman Sachs noting potential for slight upside risk to the unemployment rate ahead of Friday’s report, is the Fed’s focus about to shift away from inflation and to jobs? We’ll discuss. Plus, the Supreme Court handing down a decision in former President Trump’s election interference case stemming from January 6th, ruling a president has immunity for all “official” acts, but there’s no immunity for “unofficial” acts. Markets taking it as a positive for his election odds, with the yield curve steepening. We’ll dig into it.

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Supreme Court on Chevron, As Good as It Gets?, Nike: “More Squish Than Swoosh” 6/28/24 Jun 28, 2024

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We’ll break down a seismic decision by the nation’s top court, impacting everything the government does. Plus, the latest inflation report came in as expected, but what does it mean for the markets and the Fed. We’ve got a power-packed panel to look at how to position. And Nike is having its worst day ever after weak results and guidance. We’ll ask our analyst what it’ll take to right the ship.

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Retail Detail, Stick with Tech?, “Your Money, Your Vote” 6/27/24 Jun 27, 2024

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Wall Street’s #1 retail analyst, JPMorgan’s Matt Boss, is here to talk all things retail, including why value and convenience will be what ultimately separates the winners from the losers. Plus, Nvidia is lower again, but our market guest says to ignore the short-term volatility. And the first presidential debate of the year is on deck. We’ll arm you with the stats on the candidates and the polity talk that matters to investors.

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Where the Chips Fall, Too Cheap to Ignore?, Health of Housing 6/26/24 Jun 26, 2024

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Nvidia is down, once again, with the company’s annual shareholder meeting wrapping up right now. We’ll bring you the latest as another big chip name gears up to report results. Plus, speaking of tech, it’s one sector our market guest isn’t buying for two reasons – and one of them is pretty contrarian. He’ll tell us what they are, and what he’s buying instead, including one opportunity he hasn’t seen this cheap for this long since the great recession. And the last time the Howard Hughes CEO was on this show, he told us this year would be a golden age for homebuilding. That’s not showing up in the stock though. It’s down 25% year to date. And today we got another disappointing data point on housing. He’s back with an update on what he’s seeing on the ground.

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Moving past the Mag 7, Risky Returns, Too Hot to Ignore? 6/25/24 Jun 25, 2024

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Nvidia bouncing back after three down days, but our market guest says it doesn’t matter where it goes from here, the market is moving higher regardless.

Plus, there’s a niche asset class that had record returns last year, but it doesn’t come without risk. We’ll tell you what it is, and whether it’s worth considering for retail investors.

And, as temperatures get hotter across the country, we look at one surprising beneficiary of the heat wave.

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Tech’s Turning Tide, Ret(AI)l Margins, Strike on Snacks 6/24/24 Jun 24, 2024

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Tech is today’s biggest laggard with chip stocks leading the declines. We’ll look at whether the “tech tide” is turning and where to put your money to work. Plus, we’ll get the retail names that Morgan Stanley says will benefit the most from broader AI adoption. And Bank of America is highlighting a buyer’s strike on salty snacks. The analyst behind that call joins us with the companies losing share and the names that will benefit the most.

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What the Tech?, New Market Opportunities, Ryan Serhant Live 6/21/24 Jun 21, 2024

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Nvidia moving lower once again and our options trader says red flags have been popping up in the entire tech trade. Plus, Kyle Bass joins us to weigh in on current market leadership and where he’s seeing opportunities right now. And real estate power broker Ryan Serhant is in-studio ahead of the launch of his new Netflix show, “Owning Manhattan,” with the trends he’s seeing in the NYC luxury real estate market.

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Too High for Too Long?, The Big Squeeze, AI Adoption on Main Street 6/20/24 Jun 20, 2024

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The risks for the economy are rising, and something could break if the Fed doesn’t act soon, according to Moody’s economist Mark Zandi. Plus, Nvidia may be the new market cap king, but it’s also become the subject of increased attention from short sellers. And AI has become a Wall Street darling, but how is Main Street adapting? We have exclusive data from CNBC’s Tech Executive Council.

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Slowdown on the Way, La-Z-Boy CEO on Big Beat, Homebuilders on the Range 6/18/24 Jun 18, 2024

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Our economist says the consumer is on the cusp of a significant slowdown, and that could mean big changes for the Fed’s rate cut timeline. Plus, La-Z-Boy shares are soaring to their highest level since 2021 and best day in 7 years. We’ll ask the CEO what’s driving demand. And Lennar is lower despite an earnings beat, but our analyst says that presents a big buying opportunity.

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