The Exchange

Latest Episodes:

Tech’s Make-or-Break Moment, Office Pain to Gain, and La-Z-Boy CEO Exclusive 8/23/23 Aug 23, 2023

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Can Nvidia beat expectations tonight? Our trader looks at the implications for the market and whether the AI boom is starting to cool. Plus, New York City is planning to rezone part of Midtown Manhattan to address the housing crisis. We’ll speak with one company providing the financing for conversion projects. And on the heels of La-Z-Boy’s results, the CEO joins us with her view on the health of the consumer and macro environment.

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Sticking Point for Stocks, Shutdown Showdown, and Pricing Power Play 8/22/23 Aug 22, 2023

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Soaring bond yields are worrying investors, but our strategist says this surge has him worried about a correction. Plus, ready or not, here comes another government shutdown showdown, and Goldman says it’s likely to happen in the coming months. We’ll look at the fallout for the Fed. And UBS is upgrading one company on its pricing power potential. The analyst behind that call joins us to make his case.

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Rising Rates & Risks, China's Troubles, and The Read on Retail 8/21/23 Aug 21, 2023

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As yields hit historic highs, we'll look at how it impacts your money and the Fed's next move. And with China's central bank somewhat surprising investors overnight - we've got the impact on investors in the U.S. Plus, the read on retail for three names on deck with earnings: Macy's, Baidu, and Lowe's.

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Bond Voyage, Brace or Embrace, and 3 Bails & A Buy 8/18/23 Aug 18, 2023

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Just as important as the jump in bond yields this week, is the question of why this is happening now. For good reasons, like better economic growth? Or for bad reasons, like too much supply and central banks losing control? We'll look at what's been driving these moves, and where you can find the best value, right now. Plus, some major earnings drama. Shares of Palo Alto Networks have dropped 17% since their company's unorthodox decision to hold their earnings call today – a Friday – after market close. Dan Ives calls it a PR disaster. But one analyst calls it a super fun summer Friday! He's not worried, has a buy on the stock, and sees a 30% upside from here. And finally, one big-name investor drastically upped his stake in a high-profile name, but one of our traders says don't follow his lead. A special 3 Bails & A Buy: 13F Edition is coming your way.

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From the Desk of Kelly Evans: The "Lazy Girl" Investment Strategy 8/18/23 Aug 18, 2023

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A Tale of Two Retailers, Goodwill CEO, and Mike Novogratz Live 8/17/23 Aug 17, 2023

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Target and Walmart reporting two very different quarters, and with student loan payments set to restart soon, we’ll look at the names best positioned. Plus, the CEO of Goodwill joins us on National Thrift Shop Day with a look at the economics behind second-hand shopping. And Galaxy Digital’s Mike Novogratz is here with his latest read on the market, crypto, and the Fed’s next move.

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Don’t Count on Cuts, Health of Banks, Housing Hedge 8/16/23 Aug 16, 2023

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Don’t bet on the Fed cutting rates anytime soon, says our market guest. She’ll tell us where she’s finding opportunities. Plus, the CEO of Jack Henry joins us on the heels of earnings with a look at the health of the banks and why their stock is the worst name in the S&P 500 today. And as rates keep rising and mortgage demand drops, there’s one housing name positioned to benefit from the environment. The CEO joins us ahead.

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No Landing No-Kay!, Downgrades Ahead, Health of Housing 8/15/23 Aug 15, 2023

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The Fed needs the economy to soften but today's retail data showing no signs of it. We look at why this could become a problem for the Fed and how you want to be positioned in this market right now. Plus, Fitch warning of possible downgrades ahead including big ones like JPMorgan Chase. Does this latest credit warning carry more weight? And homebuilder sentiment is dropping sharply. We’ll speak with a builder about what he sees ahead.

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The Exchange 8/14/23 Aug 14, 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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China’s Sluggish Recovery, Hire Education, and Soft Landing Save? 8/11/23 Aug 11, 2023

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Chinese property giant Country Garden issuing a profit warning amid a decline in real estate sales, we have the latest details and the trade on the Chinese consumer slowdown.

With the health care industry facing a critical worker shortage, the CEO of Adtalem Global Education, specializing in medical post-secondary ed, discusses what needs to be done to fill those positions.

And recession rescue…a University of Chicago Booth School of Business professor reveals the current phenomenon he thinks will spare the US from a hard landing.

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