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Bonds & Equities Diverge, Accor CEO on Travel Trends, 3 Buys & A Bail: Stock Splits 6/17/24 Jun 17, 2024

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The growing divergence between corporate bonds and equities could signal two things, according to our market guest, and neither of them is particularly good. Plus, investors are starting to question travel stock multiples as prices begin to crack. We’ll check in with the CEO of one of the largest global hotel brands. And we’re tackling stock splits in 3 Buys & A Bail with KKM’s Jeff Kilburg.

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Bifurcation Situation, Value Hunting & Lease on Losses? 6/14/24 Jun 14, 2024

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The Fed’s Loretta Mester says it’s important not to wait too long to cut rates, but one of our guests says the bifurcation she’s seeing in the economy all but guarantees we’ll be higher for longer. She’s here to make her case. Plus, investors dumped value and bought growth stocks last week, but our market guest is sticking with the value trade. He brings three names he says are well-positioned to pay dividends literally, and figuratively, from here. And from buydowns to rebates the EV winter has pushed suppliers to offer heavy incentives to stoke demand. But Barclays says it may have gone too far. The analyst joins us with the story and the trades.

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Fed Falling Behind?, Warning Sign to OpenAI?, Musk’s Massive Pay Package 6/13/24 Jun 13, 2024

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The latest economic data suggests the Fed may be falling behind, but is today’s data more noise than signal? We’ll debate. Plus, Slow Ventures’ Sam Lessin says Apple’s WWDC showed it was being smart about AI and came with a serious warning to OpenAI. He’ll join us to explain. And as shareholders vote on whether Elon Musk’s pay package should get approved, we’ll speak with one shareholder who voted yes.

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Fed Decision Countdown, Paramount’s Playbook, AI & Advertising 6/12/24 Jun 12, 2024

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We’re counting down the Fed decision with what to expect from the committee and what to listen for during Powell’s press conference. Plus, Paramount’s controlling shareholder Shari Redstone shocked the business world by terminating merger talks with Skydance. Needham’s Laura Martin joins us to discuss what’s next for the company. And ad firm MNTN is unveiling a new AI-powered platform for advertisers. We’ll look at how it works, and whether it can alter the media landscape.

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From the Desk of Kelly Evans: The Anti-Gutenberg moment 6/11/24 Jun 11, 2024

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Kelly explains why Apple’s AI offering was a game-changing moment for the company – and maybe the whole world, too. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mixed Signals, Record Highs, Cybersecurity Concerns 6/11/24 Jun 11, 2024

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Recession probabilities are at their lowest level in over two years, but one part of the labor market suggests otherwise. Plus, markets may be hitting all-time highs, but our market guest says there’s a handful of stocks that were punished on earnings and are worth picking up. And Apple shares are at a new all-time high on the heels of this year’s WWDC, but are Elon Musk’s concerns about security warranted? We’ll ask one cybersecurity expert.

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Apple’s WWDC Kicks Off, Europe’s Future in Flux, Regional Bank Turmoil 6/10/24 Jun 10, 2024

Show notes

Apple’s highly anticipated developers conference is kicking off with investors eagerly anticipating the company’s AI announcements. We’ll bring you all the headlines live from Cupertino, California. Plus, Europe’s future is in flux after far-right parties made major gains during this weekend’s EU Parliament elections, leading French President Macron to call for a snap national election. And a number of regional banks are joining a downgrade watch list from Moody’s. We’ll ask the person behind the call what they can do to reduce their risk.

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From the Desk of Kelly Evans: "Boring" Kitty 6/10/24 Jun 10, 2024

Show notes

Kelly explains why the market seemed unimpressed by the “Roaring Kitty” livestream. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Exchange 6/7/24 Jun 07, 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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The Exchange 06/06/24 Jun 06, 2024

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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