The Exchange

Latest Episodes:

The Exchange 11/30/23 Nov 30, 2023

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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 11/29/23 Nov 29, 2023

Show notes

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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Data Divergence, Spending Surge, Earnings Exchange: AI Edition 11/28/23 Nov 28, 2023

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Consumer confidence is climbing for the first time in 4 months, but some other economic data suggests a “hard landing”. We’ll look at what’s driving the divergence. Plus, Cyber Monday spending surpassed Black Friday, giving a big boost to the Buy Now, Pay Later names. The analyst who upgraded Affirm will join us with why now and what’s next. And Workday, Intuit and Foot Locker results are on deck. We’ll reveal at the AI angles Wall Street will be watching.

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Digging into Spending Data, Hybrids are Hot, and When Will Housing Normalize? 11/27/23 Nov 27, 2023

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This Cyber Monday the CEO of ‘buy now, pay later’-company Klarna weighs in on the record demand for those loans as holiday shopping ramps up.

And with that demand boosting Shopify’s shares by nearly 10%, we look at the other payment names that could see a positive halo effect.

Plus, October’s new home sales data flashing warning signs for sellers ahead of the slow housing season.

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Holiday Shopping, Spending Signals, Pandora CEO 11-22-23 Nov 22, 2023

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People across the country gearing up for one of the busiest shopping days of the year as consumer sentiment shows signs of improvement. We’ll look at whether spending could surprise to the upside. Plus, prices for goods and services are falling, but remain above pre-pandemic levels. We’ll look at where the drops are – and aren’t – and what that signals about the strength of the economy. And could jewelry-maker Pandora benefit from the consumer shift to more affordable, lab-grown diamonds? The CEO joins us for an exclusive interview ahead of Black Friday.

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From the Desk of Kelly Evans: Where Things Are Getting Cheaper 11/22/23 Nov 22, 2023

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Kelly explains fact vs. fiction when it comes to consumer prices right now.

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AI Sector Shakeup, Trust the Rally?, and Corporate Pensions Comeback 11/21/23 Nov 21, 2023

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We have the latest on Sam Altman’s shocking exit from OpenAI and why it could become a legal headache for Microsoft. Plus, our market guest sees some strong technical signals that the rally is here to stay despite today’s weakness. And should corporate pensions make a comeback? Our guest says we’re already seeing a renaissance and it’s even good for corporate budgets. He’ll join us to make his case.

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The Exchange 11/20/23 Nov 20, 2023

Show notes

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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Musk’s Mess, Lost the Recession Battle?, and E-Commerce Cold War 11/17/23 Nov 17, 2023

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Elon Musk once again in hot waters over his tweets, and his own company is back in damage control to reassure advertisers. We’ll look at the fallout for both parties. Plus, has the Fed won the inflation fight but lost the recession battle? We’ll debate. And China’s cheap retail apps are playing by different rules and gaining market share from U.S. brands. We’ll look at the names most at risk, and the ones actually benefitting from it.

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The Exchange - 11/16/23 Nov 16, 2023

Show notes

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 pcm.adswizz.com for information about our collection and use of personal data for advertising.