The Exchange

Latest Episodes:

The Fed’s Next Move, Buy The Dip?, and “Shop or Drop” 2/17/23 Feb 17, 2023

Show notes

Is a half point rate hike now in play? Two Fed officials are making the case for it. But one of our guests says things aren’t as strong as they seem. He’ll join us to explain where he sees the Fed heading next. Plus, our market expert says if you think the recent rally is premature…it’s not! He says it all makes perfect sense, and he’ll join us to explain why & what he’s buying here. And, retail heavyweights like Walmart and Home Depot are set to report earnings next week. We’ll look at 4 names in the space to “shop or drop” ahead of results.

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From the Desk of Kelly Evans: The State of the Union 2/16/23 Feb 17, 2023

Show notes

Kelly highlights some encouraging things happening in the economy in the long-term. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Taking A Breather, “Volmageddon 2.0,” and 3 Rates & The Consumer 2/16/23 Feb 16, 2023

Show notes

Inflation is still hot. Labor is still tight. Housing is firmer than expected, and manufacturing is doing worse. The markets are taking a breather as a result. So where do we go from here? We’ll debate.

Plus, the options market is flashing a major warning sign. Are we heading for “Volamageddon 2.0”? We’ll look at what it is, and whether it really matters to equity markets.

And, rates are jumping for everything from auto loans to credit cards, just as card balances reach a post-pandemic high. How much longer is this sustainable? We’ll explore.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retail Detail, Travel Trade, and Earnings Exchange 2/15/23 Feb 15, 2023

Show notes

The latest CPI print showed inflation is still high, and yet new retail sales numbers show consumer spending is still strong! Is the U.S. consumer simply unflappable? We’ll debate.

Plus, travel is one area of the economy still going strong. Choice Hotels just delivered a blockbuster report and guidance. The CEO will join us live with key consumer trends he’s seeing.

And, 3 big momentum stocks are set to report results tonight. We’ll give you the action, the story and the trade in Roku, Shopify & Zillow in ‘Earnings Exchange.’

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The “Unresolved Tensions” Trade, Inflation Situation, and Earnings Exchange 2/14/23 Feb 14, 2023

Show notes

Stocks are under pressure after today’s hotter-than-expected CPI print. A 5-star fund manager will join us to reveal his “tensions” trade, and names that could be resilient in the face of sticky inflation.

Plus, we’ll do a deep dive into the CPI report, including what it means for the Fed’s tightening strategy, the path of the economy and your money.

And, we’re not done with Earnings Season just yet. We’ll give you the action, the story and the trade in Airbnb, Taylor Morrison Home & Generac ahead of results on deck.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bracing for CPI, High Altitude, High Stakes?, and Health of Housing 2/13/23 Feb 13, 2023

Show notes

Stocks are shaking off their CPI jitters, with the big inflation report due out before the bell tomorrow morning.

Will it show inflation re-accelerating, or give the Fed some breathing room? We’ll explore what’s at stake for your portfolio.

Plus, we’ve now reached 4 unidentified objects shot down from our skies in 9 days. We’ll look at the companies involved in this unprecedented defense response.

And, is the spring selling season already off to a decent start for real estate? We’ll dive into the trends on the ground, and the data pointing to ‘yes.’

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Betting On The Consumer, Renting, Buying & Building, and 3 Buys & A Bail 2/10/23 Feb 10, 2023

Show notes

Don’t underestimate the American consumer. Sentiment continues to improve, and one of our experts sees continued resiliency despite rising rates. She’ll reveal the names she’s buying because of it.

Plus, the great question for this Spring is: how will the housing market fare? We’ll drill down on 3 keys area of real estate, and what they mean for prices, inflation and housing stocks.

And, we’re counting down to the big game this Sunday. We have a special ‘3 Buys & A Bail’ with the companies set to spend big on ads this year, and who could win the night.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Data Disconnect, “The Proxy Fight is Over,” and “MIFTs” 2/9/23 Feb 09, 2023

Show notes

The 2/10 yield curve is the most-inverted it’s been in 40 years, but the jobs market is incredibly strong…we dig into what the data disconnect means for the markets. Disney reveling its restructuring plan in its earnings release, prompting activist Nelson Peltz to declare “the proxy fight is over.” David Faber interviewed Disney CEO Bob Iger about those plans and joins us to discuss the future of the media giant. Plus, lithium gets most of the attention when it comes to EV batteries, but don’t sleep on the so-called MIFTs; they could be poised for a breakout. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Time To Play Offense”, What’s The Plan?, and “A+” for AI 2/8/23 Feb 08, 2023

Show notes

Stocks are off to a hot start in 2023, and that has one expert saying it’s “time to play offense.” But how long can that strategy work when the economy is slowing? We’ll ask.

Plus, all eye are on Disney ahead of its earnings tonight. What’s the plan now that Bob Iger is back at the helm? We’ll ask one of the biggest bulls on the street what he wants to hear.

And, on a day where investors are giving Google’s AI efforts a poor grade, one expert claims the technology can actually help kids more than hurt when it comes to education. He’ll join us to explain why.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the Desk of Kelly Evans: How can margins NOT collapse? 2/8/23 Feb 08, 2023

Show notes

Kelly explains why you can’t have higher wages and rising corporate profits in this economy. 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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