The Exchange

Latest Episodes:

Dollar Doldrums, The Next Big Vaccine Race, and Debt Ceiling Showdown 1/18/23 Jan 18, 2023

Show notes

The Bank of Japan is standing pat on its yield curve control policy, and that’s reverberating throughout global markets. We’ll drill down on the decline in the dollar, and the stocks poised to benefit here. Plus, Moderna’s RSV vaccine efficacy is driving the stock higher, and setting the stage for a new post-Covid battleground. We’ll speak to an analyst who says this could be a game changer for $MRNA shares. And, the U.S. is poised to hit its debt ceiling tomorrow, much sooner than expected. And a showdown in Washington could come at a high cost. We’ll look at the potential fallout for markets & 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.

Worst Miss In A Decade, Growing Pains, and Wings, Wheels & Deals 1/17/23 Jan 17, 2023

Show notes

Big banks are back in the spotlight today, with Morgan Stanley & Goldman Sachs reporting earnings. And both stocks are taking off in opposite directions. Goldman seeing its biggest miss in a decade…while Morgan topped estimates and reported record wealth management revenue. We’ll break down all the headlines. Plus, a slowing economy, slowing population growth, and a resurgence in Covid cases. We’ll give you the latest news out of China, including what it all means for investing there. And, we’ll give you the action, the story and the trade on United Airlines, J.B. Hunt & Prologis ahead of results on deck in ‘Earnings Exchange.’ 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?, Risk Trade Returns, and 3 Buys & A Bail 1/13/23 Jan 13, 2023

Show notes

Different data points are giving you very different stories about the economy right now. So are we growing, or slowing? We’ll debate. Plus, speaking of which -- “Meme Stocks” are back! Is that a red flag for investors, or a green light for stocks? We’ll ask our experts. And, on the heels of Disney’s proxy fight, we have a very special edition of “3 Buys & A Bail” that you won’t want to miss. 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: The Fed pause is nearly at hand 1/12/23 Jan 12, 2023

Show notes

Kelly explains how a Fed policy pivot could be just around the corner. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed vs. Markets, “Lost Its Way”, and the Bank Barometer 1/12/23 Jan 12, 2023

Show notes

Is a Fed pause now just around the corner? Markets already seem to be coming to that conclusion, and now some FOMC members are signaling it too. We’ll debate. Plus, activist investor Nelson Peltz wants a seat on Disney’s board, saying the company has “lost its way.” We have the latest details, and what it means for the stock. And, bank earnings are on deck, with a much-needed pulse on the economy incoming. Will it expose cracks, or continued strength? We’ll look at what to 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: Here comes the headfake 1/12/23 Jan 12, 2023

Show notes

Kelly explains why the Fed might not be as hawkish as it seems to be. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

FTX Fallout, Bailing on a Bailout, and an “Extraordinary” Outage 1/11/23 Jan 11, 2023

Show notes

FTX is back in bankruptcy court today, as company lawyers claim they’ve recovered over $5 billion worth of ‘liquid’ assets. But that still leaves them about $3 billion short of what customers are owed. We’ve got the latest details. Plus, remember when FTX wanted a bailout? Apollo was one of the firms they turned to. We’ll ask its Co-Head of Private Equity why they ultimately passed on that opportunity. And, another week, another airline mess – this time, an FAA outage grounding flights nationwide. We’ll check in with a veteran pilot who says what we’re seeing today is simply “extraordinary.” 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: Do they see what we see? 1/10/23 Jan 10, 2023

Show notes

Kelly opines on the Fed’s difficult balancing act for 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Data Disconnect, Pockets of Opportunity, and Taking (A.I.)M 1/10/23 Jan 10, 2023

Show notes

Inflation is receding. Jobs & GDP are growing. Even jobless claims are relatively low. And yet, yield curves are flashing a huge warning sign that a downturn is coming. So why isn’t the Fed acknowledging it? We’ll debate. Plus, if you’re looking to deploy some cash in this market, we’ll speak with an expert who says there are 2 sectors to bet on and 2 stocks to buy right now. And, Microsoft is reportedly making another big bet on OpenAI’s ChatGPT program. But so are hackers. We’ve got the latest details. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Faux Pas?, Policy Problems, and Far To Fall? 1/9/23 Jan 09, 2023

Show notes

Despite myriad signs the economy is slowing, the Fed remains on a pre-set hawkish course. So should they switch and start pausing rate hikes? We’ll reveal the one data point flashing a big warning sign. Plus, the House finally has a Speaker! But the concessions made to get there may not bode well for business. We’ll tell you all that you need to know. And, Apple shares have been a stubborn weak spot in the market lately. But Toni Sacconaghi of Bernstein says they’re still too pricey. He joins us to explain why. 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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