The Exchange

Inflation numbers continue to come in red hot, with the latest Fed minutes just moments away. We’ll speak with the man who called for 7 rate hikes this year, and ask if he’s sticking to that forecast. Plus, stocks are falling once again after NATO said Russia is actually putting more troops near the Ukraine border. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Nvidia, Walmart & Doordash with results on deck. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why the Fed needs a new playbook to fight inflation. 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 as Putin backs off…for now. And at the same time, we just got another hot inflation reading. We’ll look at the tug-of-war going on between these headlines, and the impact for markets and your portfolio. Plus, oil is reversing after hitting a 7-year high. But we’ll speak with an expert who says $120/barrel could still be on the horizon. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Airbnb, Shopify and Roblox with results on deck. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed faces a challenge unlike anything Kelly’s seen before. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

St. Louis Fed President James Bullard says the Fed needs to “front-load” tightening, and it’s credibility is now on the line. But one key data point just showed a *tiny* bit of breathing room on the inflation front. We’ll explore that and what it means for stocks. Plus, it’s not just inflation – the supply chain has struggled from overwhelming demand too. The CEO of PGA Tour Superstore joins to tell us how shelves look now. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Avis, Restaurant Brands Int’l, and Marriott with results on deck. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why the economy is running too hot for the Fed’s liking right now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why it’s not worth sounding the alarm on the flattening yield curve just yet. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s being called the earnings season that reshaped Tech, and the “Dean of Valuation” joins us with the names he likes now. Plus, we’ll speak with the CEO of an under-the-radar mortgage company that actually *benefits* from rising rates. And, Simpler Trading Director of Options Danielle Shay joins us for “3 Buys & A Bail” – and you won’t believe the names she’s bailing on today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly sits down with Drew Elliott, the man behind "viral" hits like Kim Kardashian's famous Paper magazine cover from 2014. He shares his insight about how all brands and companies can grow their internet presence today--even ones that are less visual than MAC Cosmetics, where he is now global creative director. He talks about how brands have become networks, why being on TikTok is so important, how he's already thinking about the metaverse, and what "works" when making creative content for the internet. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation came in way higher than expected today, and now economists are scrambling to catch up amid the biggest surge in 40 years. And we’re starting to see markets price in upwards of 6 rate hikes this year. We’ve got the latest data and what it means for markets. Plus, car prices have soared to unimaginable levels over the past year. But are they starting to turn for the better? We’ll speak with the Group 1 Auto CEO. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Expedia, Affirm and Zillow with results on deck. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.