The Exchange

Latest Episodes:

A Debt Deal Potentially Within Reach, Strike One For The Doves, and AI’s Big Week 5/26/23 May 26, 2023

Show notes

Wall Street’s getting more optimistic about a debt ceiling deal on Capitol Hill. Should investors buy the optimism? We’ll look at the terms, and some trades that will benefit. Plus, the latest inflation report coming in hotter than expected. Is that strike one for the doves ahead of next month’s Fed meeting?

And we’re wrapping up an historic week for AI, tracking the huge moves in names like Nvidia and Marvell, and looking at what could be the next big name to rally.

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Debt Ceiling Showdown, Potential Sell Signal for Nvidia, and The DeSantis DeSaster 5/25/23 May 25, 2023

Show notes

Fitch delivering a blow to America’s AAA credit rating as debt ceiling talks drag on. We’ll tell you what it means for the market and the economy. Plus, Nvidia is powering the Nasdaq today, but one technician is watching a potential sell signal in the charts. And Florida Governor Ron DeSantis announced his presidential campaign via Twitter Spaces last night, but the event wasn’t without its technical troubles. We’ll debate the potential fallout for Twitter, and the 2024 political landscape.

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Risk to the Upside, Real Estate Mogul Don Peebles, and a Mystery ‘Genuine Bull Market’5/24/23 May 24, 2023

Show notes

Still no deal on the debt ceiling as Speaker McCarthy says the two sides remain hung up on the issue of baseline spending, but our market guest says any debt ceiling risk may be to the upside. She’ll explain. Plus, billionaire real estate investor Don Peebles is warning “the worst is yet to come” for office REITs. He’ll tell us where he’s seeing opportunities as a result. And Jim Cramer sees a “genuine bull market” underway in one particular area of the market. We’ll tell you what it is, and speak to one analyst seeing big upside in some of the names.

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Debt Ceiling Positioning, AI Market Share Momentum, and Bet On The Builders? 5/23/23 May 23, 2023

Show notes

Negotiations continue, but no debt ceiling deal yet. We’ll look at how investors can position for any scenario. Plus, Microsoft unveils more AI products, Google’s CEO issues a new warning, and Bank of America says one name is well positioned. We’ll speak with the analyst.

And Lowe’s is lowering its full-year sales guidance – what does that signal for the rest of the market? We look at two key consumer names in Earnings Exchange.

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Wall Street’s Wall of Worry, Freight Pain, and The Next Generation of Economists 5/22/23 May 22, 2023

Show notes

A new Fed narrative has bond yields jumping, as Minneapolis Fed President Neel Kashkari tells CNBC he’s open to pausing, but not ending rate hikes. What are the policy implications amid rising US-China tensions and the debt ceiling deadline looming? Plus – there’s a key metric flashing a major warning sign in the trucking industry. We’ll tell you what it is and what it suggests about the rest of the economy. And we’re live at the final round of the 2023 National Economics Challenge, as the country’s top high school students answer complex economic questions in a high-stakes environment.

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Risky Business, AI Winner & Losers, and Time to Trim Tech? 5/19/23 May 19, 2023

Show notes

Markets turning lower on reports that debt ceiling negotiations have stalled as President Biden attends the G-7 Summit in Japan. We look at how to position your portfolio. Plus, is AI an existential threat or a big opportunity for cloud companies? We’ll debate. And if only a handful of mega-cap tech companies are propping up the market, is it time to trim tech? We’ll ask one technician tracking the data.

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The Bubble We Need, The Search Less Traveled and What’s Next for Bank Regulation 5/18/23 May 18, 2023

Show notes

Goldman Sachs saying AI could provide a huge boost to margins in the future, is artificial intelligence the bubble the stock market currently needs? We debate.

Speaking of AI, one analyst says its popularity could take a big bite out of Google’s Search ad revenue, thanks to its trip-planning capabilities.

Plus, bank regulators back on the Hill today, with the Fed’s Michael Barr laying out new regulatory proposals. Oppenheimer’s Chris Kotowski weighs in on the future of the financials industry.

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Musk-see TV, The Debt Ceiling Trade, and The Read on Real Estate 5/17/23 May 17, 2023

Show notes

Elon Musk did not hold back in his exclusive CNBC interview – we’ll debate the biggest moments that investors are talking about today. Plus, we run through three debt ceiling scenarios and the REITs that could benefit or be hurt the most. And mortgage demand is dropping as interest rates hit a 2-month high. Could home price declines be next? We have the things you need to know if you’re in the market.

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Bots & Banks on Capitol Hill, Don’t Believe The Bears?, and The Future of Forecasting 5/16/23 May 16, 2023

Show notes

A doubleheader in DC today with banks and AI under congressional scrutiny. Could anything have prevented the collapse of SVB? And what is the role of regulation in AI? We’ll debate both. Plus, one analyst is coming to Sofi’s defense after an barrage of bearish calls. He’ll join Kelly to make his case. And we’re following up with one company disrupting the future of weather forecasting. A look at how its technology could change the way Corporate America does business around the globe. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed’s Inflation Fight, Regional Bank Opportunities, and M&A Monday 5/15/23 May 15, 2023

Show notes

Fed officials say more work needs to be done on fighting inflation, but what does that mean for the markets with the next FOMC meeting a month away? Plus, our market guest is eyeing big opportunities in regional banks. He’ll reveal the four names he’s fixing to scoop up. And three big deals making headlines today – are they part of a larger trend? We’ll debate on the return of M&A mania.

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