The Exchange

Latest Episodes:

From the Desk of Kelly Evans: Mission accomplished? 1/27/23 Jan 27, 2023

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Kelly explains why there may finally be enough incentive for the Fed to pause hiking. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Buyback Outrage, Don’t be Fooled!, and Don’t Bet On Bargains 1/26/23 Jan 26, 2023

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Chevron’s massive stock buyback is the talk of the day. Investors are loving it, while the White House is taking issue with it. We’ll bring you the story, the controversy and the trade. Plus, today’s econ data might suggest the economy is doing just fine. But don’t be fooled! We’ll look at why the Fed isn’t likely to slow down yet, and how you can position in the meantime. And, housing is one area that is indeed seeing a slowdown. But if you’re in the market and hoping that spells a good deal, we’ll speak with an expert who says don’t get your hopes up too high. 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: Don't let them fool you 1/26/23 Jan 26, 2023

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Kelly explains why some economic data still remains troubling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft Landing?, International Flavor, and Tesla’s Rough Ride 1/25/23 Jan 25, 2023

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Microsoft is weighing on the broader markets today, though stocks are off the lows as it sets in that its quarter wasn’t as bad as some feared. And while Microsoft can’t control enterprise spending, they can invest heavily in growth technologies like AI. Does that make it a ‘buy’ here? We’ll debate. Plus, as we move through a choppy earning season, are you wasting time investing in the U.S.? We’ll speak with an expert who sees more upside in International stocks. And, Tesla earnings are on deck. We’ll be joined by the analyst who thinks the stock could go to $425 per share – but for a different reason than you might expect. 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: This is really bad timing for a debt ceiling fight 1/25/23 Jan 25, 2023

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Kelly explains why a debt ceiling fight in Congress could have far-reaching consequences. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sell till Summer?, Cloud Concerns, and “Egg-cellent” Picks 1/24/23 Jan 24, 2023

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Stocks are giving back yesterday’s gains, and one of our experts is hardly surprised. He says to sell any rally until at least the summer. He’ll join to explain why. Plus, everyone is bracing for tonight’s earnings from Microsoft. We’ll tell you what to look for, and how to position ahead of the big report. And, sky-high egg prices could be a tailwind for one key group of stocks. We’ll reveal the names, and tell you which are most attractive here. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Fed Pause? ‘More Concerned than Ever About China,’ and The Great Tech Reckoning 1/23/23 Jan 23, 2023

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Noted economist Paul McCulley tells us why a pause in Fed rate hikes would be ‘fully justified.’ Yale’s Stephen Roach is more concerned about China than he’s ever been. And layoffs, AI, search battles, oh my…we dig into the reckoning in tech and what’s next for the likes of Google and Microsoft. 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: "Leading" us right over a cliff 1/23/23 Jan 23, 2023

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Kelly explains why this week’s economic indicators report could spell big trouble ahead for the economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Follow the Fed Speak, Big Tech Jobs Cuts, and Savings Down, Debt Up 1/20/23 Jan 20, 2023

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It’s been a big week of Fed speakers dominating headlines, and we’re not done yet. Federal Reserve Governor Christopher Waller is speaking today at the Council of Foreign Relations, and we’ll bring you the key headlines. Plus, Alphabet is joining the list of big tech giants announcing job cuts, set to lay off 12,000 workers. We’ll explore what it all means for the sector after a rough year in 2022. And, the U.S. personal savings rate has plummeted from pandemic-era highs, while household and credit card debt soar to new records. We’ll explain why 2023 could be a rough year for consumers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Emerging Opportunities, the Fed’s Pedal to the Metal, and Three-peat for Oil? 1/19/23 Jan 19, 2023

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With inflation slowing, but sticking around here in the US, should investors look overseas? Why Europe is beginning to look attractive—and why the Fed needs to pause rate hikes, according to one bond investor. Plus, oil was the top performing sector for two years in a row, could 2023 be a record three-peat? Amrita Sen weighs in with why she’s bullish. 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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