The Exchange

“Value Man” tells us the names he’s picking to weather both inflation AND a recession—and what’s behind his new nickname. And while the US markets were busy selling off, Latin American markets were busy posting gains, but is there more room to run? Plus a retail edition of three buys and a bail and our trader has the case for why you might want to own one of the mall names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are higher again today, a fifth-straight positive session for the Dow as it tries to stop an 8-week skid. We’ll look at what it tells us about the Fed and the market’s next move. Plus, retail is rallying hard today, with most of the S&P 500’s biggest gainers being consumer names. Did the markets overreact to Walmart & Target results? We’ll explore. And, while the retail picture is mixed, the housing picture is very clear. The real estate market is slowing fast, as low inventories and high prices persist. We’ll get the latest on the state of housing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors are still reeling from yesterday’s new home sales miss, as new data shows mortgage applications continue to decline as well. Could the housing slump lead the Fed to slow the pace of rate hikes? We’ll speak with an expert who says a hike-point hike now looks dicey. Plus, retail is rebounding today, and the back of solid results from Nordstrom and upbeat guidance from Dick’s Sporting goods. Was last week’s rout overdone? We’ll debate. And, natural gas and gasoline prices continue to surge, heading higher ahead of the holiday weekend. We’ll explore what it means for the economy and investors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

There are so many trouble spots in the market today, from Tech to Retail and even new home sales plunging. Are we headed for a recession? Or is this just a post-pandemic reset? We’ve got your playbook on what’s working right now. Plus, we’ll do a deeper dive on what’s ailing the social media space. If the Internet ad boom is near an end, what comes next? We’ll explore. And, we’ll give you the action, the story and the trade in Toll Brothers, Nordstrom and Dick’s Sporting Goods in our latest edition of 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.

CEOs of some of America’s biggest banks are now saying recession fears are overblown. But former Fed Governor Lawrence Lindsey disagrees. He’ll us join to explain why. Plus, President Biden says he’s willing to use force to defend Taiwan. And China is reacting angrily, saying there’s no room for compromise on the issue. We’ll bring you the latest details. And, we’ll give you the action, the story and the trade in Zoom Video, Best Buy and two beaten-down auto parts retailers in our latest edition of 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.

We’ve officially hit a bear market, as the S&P 500 slides 20% from its record intraday high set back in January. Jim Cramer says Fed Chair Powell needs to go big, and he needs to do so now. We’ll explain why the case for further tightening still remains strong. Plus, it’s time to get into Tech, but not with the usual suspects. We’ll reveal three mid and large-cap names Goldman Sachs sys are buys right now. And, we’ll give you three names to buy, and one to avoid amid market volatility in 3 Buys & A Bail. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Nasdaq is trying to rebound after a 5% plunge yesterday, while the Dow is negative once again. We’ll speak with a 5-star fund manager who has 5 picks to weather macro headwinds. Plus, retailers with pricing power are outperforming, but no one seems to care. One analyst is even cutting estimates across the board – except for two names. And they might surprise you. And, we’ll give you the action, the story and the trade in Applied Materials, VF Corporation and Deere & Co. ahead of results in our latest edition of 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.

An ugly session on Wall Street. Target logging its biggest earnings miss since 1996 just a day after Walmart had its worst trading day since 1987. We have the latest on the profit margin collapse and what it says about the strength of the consumer. Plus, an exclusive interview with famed value investor Jeremy Grantham. He warns that these declines are signs that the market overall has a lot further to drop. He also warns that inflation will be a problem for decades. And, transport stocks get hit hard with a gallon of gas averaging $4 dollars in every state for the first time ever. We look at whether there could be any relief in sight. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Walmart are getting slammed, on pace for their worst day in 35 years after the CEO made some troubling comments about inflation pressures. Is this a warning sign that consumers are paying so much more for food that they won’t be able to afford other items on their shopping list? We’ll explore. Plus, we’re in the thick of red-hot inflation and a volatile stock market. So why are “safe haven” precious metals losing value? We’ll ask the CEO of Barrick Gold. And, chip stocks are higher today after AMD got an upgrade to “Buy” at Piper Sandler. We’ll speak to the analyst behind the call about why he sees 40% upside from here. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are starting the week the same way they finished the previous 6: lower. We’ll look at some beaten-down stocks and as if now is the time to buy. Plus, Bitcoin is sliding again today, trading back below $30K. What’s going on in the crypto market, and why aren’t investors buying in? We’ll explore. And, as a big week of retail earnings kicks off, we’ll highlight Walmart and Home Depot ahead of results 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.