The Exchange

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From the Desk of Kelly Evans: The actual biggest story of the year 12/28/22 Dec 28, 2022

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Kelly highlights an emerging technology that could upend society as we know it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Peak Inflation?, Easing in China, and 6 Reasons to Buy Apple 12/27/22 Dec 27, 2022

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Bond yields are on the rise to start this shortened trading week. But why are they up so much if all the talk is about inflation “peaking”? We’ll explore. Plus, China is easing Covid policies, and even welcoming travelers as a way to boost its economy. We’ll discuss the ripple effects for the global market. And, 2022 has been a sour year for Apple, with shares falling more than 25%. But Citi has 6 reasons it could trade higher next year. The analyst behind the call joins us. 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: How much would you pay for Sunday Ticket? 12/27/22 Dec 27, 2022

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Kelly explains what’s at stake for YouTube’s quest for the NFL Sunday Ticket. 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: Uh oh...tokens ARE securities 12/27/22 Dec 27, 2022

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Kelly explains the ramifications of regulators classifying crypto tokens to be securities. 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 Do's and Don'ts of Regulating Crypto 12/23/22 Dec 24, 2022

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Kelly explains the difficult tightrope of trying to regulate crypto industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Macro Confusion, Bet On Tech?, Tesla’s Tough Ride 12/23/22 Dec 23, 2022

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We’re seeing some macro confusion for the markets, as inflation has come down, yet not down far enough. While growth is also slowing, but apparently not by enough. So how do you position here? We’ll explore. Plus, speaking of confusion – what are semiconductor stocks signaling right now? And should you scoop them up to lead a Tech comeback in 2023? We’ll ask our experts. And, long-time Tesla bull Dan Ives just lowered his price target on the stock, saying Elon Musk is asleep at the wheel. But he’s still a buyer! He’ll join us to make his case. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Selloff, FTX Fallout, and Storms & Stocks 12/22/22 Dec 22, 2022

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David Tepper was famously long on the Fed-driven market of the last decade. But now, he says he’s “leaning short” on stocks because of it! We’ll look at why, and whether he’s right. Plus, we have more details on the FTX bankruptcy scandal, and its impact on the entire crypto space. We’ll speak with one expert who remains bullish on the space, and will explain her case. And, from a ‘perfect storm’ in the retail sector, to an actual storm that could derail your travel plans, we’ll hear from retail legend Mickey Drexler about all of that. 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. The Market, State of Housing, and Reworking Retirement? 12/21/22 Dec 21, 2022

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Stocks are getting a lift from better-than-expected earnings today. Consumer confidence also beat expectations. But housing is stuck in a deep freeze, and the Fed and markets are still on 2 different pages for 2023. We’ll explain why, and what it means for you. Plus, rising rates have crushed mortgage lenders. The CEO of Rocket Companies joins us to discuss what his company is doing to soften the blow. And, there could be big changes coming to your 401k, courtesy of Congress and its $1.7 trillion funding bill. We’ll tell you all you need to know. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jolt from Japan, Count on the Consumer?, and Shipping & Shoes 12/20/22 Dec 20, 2022

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Investors got an early morning shocker from Japan. We’ll explain why it has rates climbing globally, and whether or not it means central banks are losing their grip on markets. Plus, Carter Worth warned us away from high-flying consumer stocks yesterday. But today, we’ll hear from another investor who says it’s time to bet on the consumer in 2023. And, 3 months ago FedEx kicked off a market scare by warning of a global recession. As they get to report earnings again today, what should investors brace for now? We’ll explore that & Nike earnings 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.

From the Desk of Kelly Evans: Do you wait for the labor market to soften...or not? 12/19/22 Dec 19, 2022

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Kelly explains why the Fed has a difficult balancing act ahead in 2023. 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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