The Exchange

Latest Episodes:

Markets vs. The Fed, Red Sea Ripples & Powering G(ai)ns 1/12/24 Jan 12, 2024

Show notes

Encouraging signs on the inflation front. The market now sees an 80% probability of a rate cut in March. But our market guest doesn’t see that happening. He’ll tell us the other places he’s seeing opportunity. Plus, geopolitical tensions are rising. Houthi forces now vowing to retaliate to last night's US-led coalition strikes in Yemen. So what happens next? We’ll ask former NATO Supreme Allied Commander, Admiral James Stavridis. And we're heading to the intersection of AI and real estate. We’ll tell you three ways investors can take advantage of –what our guest calls– massive opportunities ahead.

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Timing the Cuts, Bitcoin ETFs, Rapid Rundown 1/11/24 Jan 11, 2024

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CPI coming in hotter than expected, pushing stocks lower as a result. Could the first Fed rate cut come later than the market expected? Plus, Coinbase CEO Brian Armstrong calls the bitcoin ETF approval a great victory, but our guest predicts the company is in for a big reality check. And a rapid rundown with the RapidRatings CEO: the names on his radar that could be headed for financial trouble.

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Boeing CEO Exclusive, Rate Cut Timeline, Election Year Boost? 01/10/24 Jan 10, 2024

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Boeing CEO Dave Calhoun joins us exclusively for his first interview since a part blew off of a 737 Max 9 aircraft during an Alaska Airlines flight. Plus, our guests say the Fed’s rate cuts could come fast and furious if history is any indication. And stocks tend to outperform during an election year, but could the Fed and inflation play a unique role in this year’s campaign trail? Our guest looks at the factors in play.

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2024 Playbook Pivot, Live from CES!, and Turnaround Ahead? 1/9/24 Jan 09, 2024

Show notes

Stocks struggling to extend yesterday’s gains but our strategist has one unloved part of the market he says to buy. Plus, The Consumer Electronics Show in Las Vegas is underway, and we’ll hear from the CEOs of Siemens and L’Oreal about their latest endeavors. And Elliott Management is making a billion-dollar bet on one dating company. We’ve got the details and what it reveals about activist investing in 2024.

Investment Committee Disclosures

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Trading the 2024 Election, Stealth Rate Cut Benefits, and Railroad CEO on Southern Border 1/8/24 Jan 08, 2024

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Citi’s best and worst performing sectors before and after a Presidential election.

BMO says Fed cuts won’t be a tide that lifts all boats, especially in the retail sector. Their analyst reveals the particularly rate-sensitive names to buy now.

And the CEO of the largest railcar-maker in the US weighs in on the state of freight and the impact of southern border closures.

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Cuts & Concerns, Equities Excitement, and 3 Buys & a Bail: Tech Earnings Edition 1/5/24 Jan 05, 2024

Show notes

Wall Street still sees a 70% chance of a Fed rate cut in March, but KPMG’s Diane Swonk says no way and tells us why. Plus, stocks aren’t off to a great start this year, but our market guest is excited and sees plenty of opportunities ahead. And Danielle Shay joins us with three big tech names positioned for gains into earnings, and one surprising bail for investors.

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Timeline Turmoil, Billion-Dollar Bet in SF, Hydration Hype 1/4/23 Jan 04, 2024

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Is stronger-than-expected economic data throwing the Fed’s rate cut timeline into question? We’ll debate whether it’s bad news for all stocks or just the high-flyers. Plus, the promise of AI could help revitalize downtown San Francisco, and we’ll speak to one developer making a billion-dollar bet on the Golden City. And the Stanley cup craze sweeping the nation has hit Wall Street, leading one analyst to downgrade Yeti. He’ll join us to make his case.

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Rate Expectations, Escalating Tensions, Tech Wreck? 01/03/23 Jan 03, 2024

Show notes

Stocks falling again after the Nasdaq’s worst start to a year since 2016. Is weak economic data the culprit? We’ll look at what’s dragging the market lower. Plus, another cargo ship attacked in the Red Sea is leading investors to worry about retaliatory attacks and the fallout for energy prices and the global supply chain. And Microsoft is nearing Apple’s market cap for the first time in a couple of decades. Is tech in trouble or is leadership just shifting? Nancy Tengler and Mark Mahaney weigh in.

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From the Desk of Kelly Evans: Remember "I" bonds? 1/2/24 Jan 02, 2024

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Kelly explains the ins & outs of the fixed income market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

‘Higher for longer’ for longer?, Red Sea Tensions Rise, The Risks Ahead 01/02/24 Jan 02, 2024

Show notes

Our strategist says “higher for longer” is still very much in play and rates could spoil the party in 2024. Plus, rising tensions in the Red Sea are pushing oil prices higher. We’ll ask Atlantic Council CEO Fred Kempe whether we’re on the brink of a multi-front war in the Middle East. And Barclays becomes the fourth firm with a bearish rating on Apple. We’ll tell you why, as the stock drags the whole tech sector lower today.

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