The Exchange

Latest Episodes:

Disinflation Situation, and Microsoft’s A.I. Ambitions 2/7/23 Feb 07, 2023

Show notes

Federal Reserve Chair just finished his live speech at the Economic Club of Washington, where he confirmed disinflationary process has begun. We’ll recap all the major points, and what they mean for you & your money.

Plus, Microsoft’s big A.I. is now underway. CEO says A.I. is going to reshape everything in the software space. We’ll discuss what’s at stake for the company and the future of big tech.

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

Fed Up!, Rising Tensions, and Earnings Exchange 2/6/23 Feb 06, 2023

Show notes

Last week’s smaller rate hike from the Federal Reserve already didn’t sit well with former Fed Governor Lawrence Lindsey. And then came the shockingly good jobs report.

Lindsey now says Jerome Powell needs to give the market a “slap” – and not just a warning. He’ll join us to make his case, as we gear up to hear from Powell again tomorrow.

Plus, tensions between the U.S. and China are rising, after a suspected “spy balloon” floated across the country, leading to a cancelled diplomatic meeting. We’ll look at the potential economic fallout.

And, we’ll tell you all you need to know about Pinterest, BP and Royal Caribbean ahead of results on deck in a fresh edition of “Earnings Exchange,” as worries about corporate profit margins grow.

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

Is “Good News” Now Good News?, Apple’s Rough Report, and Media Momentum 2/3/23 Feb 03, 2023

Show notes

We just got a blockbuster jobs report, and markets are taking it in stride. So is “good news” truly good news now? Or could the Fed apply a bigger brake and put a stop to the 2023 rally? We’ll debate.

Plus, Apple just reported its biggest quarterly revenue decline since 2016. And CEO Tim Cook says he sees more pain ahead. So why is one of our guests still bullish? He’ll join us to make his case.

And, media stocks have been on fire so far this year. And the names leading the pack may just surprise you. We’ll look at what’s behind the gains, and whether they can keep rallying from here.

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: "It always looks like a soft landing at first" 2/2/23 Feb 03, 2023

Show notes

Kelly explains why investors flooding back into “risk-on" might be in for a rude awakening. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Risk-On Back On?, Buy or Bail, and Tech-Tonic Shifts 2/2/23 Feb 02, 2023

Show notes

Tech stocks are going bonkers again, led by Meta and helped by both earnings and the Fed. Can the rally keep going when Apple, Amazon and Alphabet report tonight? We’ll tell you the key things to watch. Plus, Ray Dalio warns we’re on the brink of economic war with China. But one of our guests says if you’re looking for opportunity in equities, China is the place to be. He’ll reveal what he’s buying. And, on-shoring supply chains, and off-shoring talent. We’ll look at how technology is changing how companies work, who they hire, and where their workers are with XPRIZE CEO Peter Diamandis. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Market Disconnect, Debt Dilemma, and Housing Headwinds 2/1/23 Feb 01, 2023

Show notes

We’re just an hour away from the Fed’s latest rate decision, with some big implications for your money. Markets are already gearing up for a pause or pivot later in the year, and yet the Fed remains hawkish. We’ll explore why that divide could grow even wider. Plus, all of the Fed’s rate hikes have pushed credit card rates to record highs. One industry watcher expects them to top 20% after today. And now the White House is trying to cut consumers a break. We’ll bring you the latest details. And, mortgage demand continues to plunge, and yet homebuilder stocks are actually holding up quite well. What might happen after today’s expected rate hike? We’ll debate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Countdown To The Fed, Health of the Consumer, and Dis-AD-Vantaged? 1/31/23 Jan 31, 2023

Show notes

We’re just over 24 hours from the latest Fed decision on interest rates. We’ll look at what the market wants…why the Fed will likely ignore it…and when the gap between the two could finally close. Plus, shrinking cash hoards, bloated inventories and falling profitability. We’ll look at which retailers are best & worst positioned as the consumer begins to wobble. And, speaking of wobbling – what’s going on with digital ad spending? We’ll look at whether competition – or recession – is the real reason large cap names have been struggling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the Desk of Kelly Evans: Hikes? How about rate CUTS 1/30/23 Jan 31, 2023

Show notes

Kelly explains why the Fed might be closer to cutting interest rates than it might believe. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Biggest Labor Problem Facing the Fed, The Busiest Week of Earnings, and The Return of the Tesla Short 1/30/23 Jan 30, 2023

Show notes

Apollo’s Torsten Slok reveals the biggest labor challenge facing the Fed that no one is talking about. The action, the story, the trade on Caterpillar, NXP, and McDonald’s ahead of earnings. And Carter Worth called the drop in Tesla back in June, why he’s getting bearish after saying to “nibble long” in December. Plus, the Super Bowl Indicator—can you trust it? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Growing or Slowing?, Chips In The Wrong Basket?, and 3 Buys & A Bail: Buyback Edition 1/27/23 Jan 27, 2023

Show notes

Is the economy growing, or slowing? There hasn’t been this much confusion over economic data since…last year. So which way does the Fed see things right now? We’ll debate. Plus, Intel is selling off after a brutal earnings report. This as lawmakers in Washington are spending billions to benefit it. Did DC back the wrong horse? We’ll explore. And, stock buybacks tend to make Gina Sanchez’s skin crawl…but there are exceptions! She’ll reveal 3 buybacks you should like, and one to bail on here. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected

Our TOPPODCAST Picks

Follow Us

Stay Connected

The Exchange

Related Podcasts

1

2

3

4

5

6