The Exchange

Latest Episodes:

Job Market Relief, Biogen’s Big Bet, and Stop Trying to Beat the Market! 1/6/23 Jan 06, 2023

Show notes

Stocks rallying after wages in December grew at a slower than expected rate. We dig into what it means for the Fed and your money. The FDA expected to decide on Biogen’s second Alzheimer’s treatment, Jefferies’ analyst Michael Yee tells us what makes this drug different than its maligned first drug Aduhelm. Plus, “A Random Walk Down Wall Street” 50 years later. Wall St. legend Burt Malkiel makes his case for passive investing and why investors shouldn’t trust historic returns…especially now. 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 end of FA(A)NG 1/4/23 Jan 04, 2023

Show notes

Kelly explains why the FANG trade has finally fizzled out. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Minutes on Deck, DC Dysfunction, and a Stock Picker’s Dream? 1/4/23 Jan 04, 2023

Show notes

It’s the countdown to the Fed Minutes and everyone is wondering whether there will be signs of a fracture about what the Fed should do next. We’ll get you set up and run through the latest jobs and inflation numbers. Plus, more DC drama as the GOP struggles to elect a House Speaker. We look at why this could set the stage for two years of tail risk, and the potential fallout for the economy and the markets. And, speaking of markets, if you’re stock picker, you can get some high quality names at bargain prices right now. Our market guest brings four of his favorites…and there’s a twist. 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: What if the Fed jacked rates up? 1/3/23 Jan 03, 2023

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Kelly explains why the effects of the Fed’s tightening in 2022 could finally start to be felt throughout the economy in the new year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bulls or Bears?, The Case for Commodities, and A Rough Ride 1/3/23 Jan 03, 2023

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Last year was miserable for stocks. And so far, this year is too. One expert says it won’t get better right away, either. But he’s finding opportunity in the wreckage, and one of his top picks is quite contrarian. He’ll join us to explain why. Plus, one oil bull is remaining steadfast. Jeff Currie of Goldman Sachs joins us to explain why he thinks the set-up for commodities could be the best since the start of the ‘super cycle’ in 2020. And, Tesla’s latest deliveries fell short of expectations, and the stock is now down by more than 70% in the past year. So when will Wall Street finally throw in the towel? We’ll speak to an analyst still rating $TSLA a ‘strong buy.’ 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: If Anyone Utters the Following Phrases… 12/30/33 Dec 30, 2022

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Kelly discusses predictions about the stock market for 2023...and whether anybody actually knows anything. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bringing the Bulls Back, Energy’s Huge Year, and the Ad Spending Slowdown 12/30/22 Dec 30, 2022

Show notes

All three major averages on pace for their worst year since the Great Financial Crisis, but there’s one thing that could bring the bulls back, says Potomac Wealth Advisors’ Mark Avallone. Energy the only sector to end the year in the green, up 58%, but that run could be poised to end. We tell you why. And the ad spending slowdown wreaking havoc across media of all stripes, will 2023 bring more pain? A digital ad exec weighs in. Plus, Art Cashin returns to the NYSE floor for a New Year’s tradition! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ride the Rally?, Reopening Wreckage, and the Debut Doldrums 12/29/22 Dec 29, 2022

Show notes

Stocks are higher today, nearly erasing this week’s losses for the Dow and S&P 500. But with the 2-year yield climbing back toward 4.4%, are short-term bonds the better bet? We’ll explore. Plus, Goldman Sachs warns that China’s earlier-than-expected reopening could actually disrupt the supply chain even further. We’ll dig into the potential economic fallout. And, 2022 was the worst year for IPOs in more than 3 decades. We’ll ask an expert why he believes 2023 may not be an better. 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 $12 trillion that vanished 12/28/22 Dec 28, 2022

Show notes

Kelly highlights the vast amount of wealth erased by stock market and other losses this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Travel Trauma, “Ridiculously Overvalued”, and a Power Shift 12/28/22 Dec 28, 2022

Show notes

Thousands of travelers are still stranded, as Southwest flight cancellations near 16,000 in the past week. We’ll get the latest details, and tell you which stocks are most affected. Plus, Tesla is having its worst month…quarter…AND year on record. But one investor say it’s still not cheap! He’ll tell us why, and which names he’s buying here too. And, forget the “Great Resignation”…2022 was the year of “Great Regret.” So what kind of job market are we heading into next year? Our own Sharon Epperson brings us the verbal cues. 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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