The Exchange

In today’s show we check in with legendary investor Bill Miller. We’ll get his thoughts on markets, the Fed, inflation, crypto & more. Plus, we’ll give you an under-the-radar reopening play that’s not a cruise line or travel company, but may still have plenty of pent-up demand. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Uber, Disney and Twitter 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 10-year yield is closing in on 2% for the first time in nearly two years, while experts brace for another 7% CPI print tomorrow. We’ll look at why stocks are rallying in the face of all of this. Plus, Pfizer shares are dropping after earnings, falling short of forecasts despite surging vaccine revenues. We’ll speak to the CEO about all of it. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Chipotle, MSG Entertainment & Lyft 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.

It’s a new week, and we have a new set of challenges facing investors – mainly from the Federal Reserve. We’ll talk to David Zervos as yields hover at the top of their recent range, and as we await the CPI report later this week. Plus, Frontier is buying Spirit Airlines in a $6.8 billion deal. Will more – and bigger – airline M&A deals be next? We’ll explore. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Pfizer, Take-Two Interactive & Coty 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.

After this morning’s strong jobs report, the question now is: how many rate hikes from the Fed? We have brand new data which might surprise you. Plus, crude is spiking again, now above $92 per barrel. We’ll look at the impact $100 could have on the economy, if it gets there. And, we’ll bring you a Friday edition of “3 Buys and a Bail” after some of the wildest stock moves we’ve ever seen this week. 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 two very familiar faces to CNBC viewers: Jon and Pete Najarian. They discuss how they made their ways into the NFL, then wound up in the Chicago trading pits. Jon and Pete reveal the ups and downs in their careers, their thoughts on recent NFL controversies, and how they put made “unusual activity” their signature. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta’s big earnings miss has the stock on pace for its worst day ever, and dragging other social media names right down with it. We’ll take a hard look at the results & guidance. Plus, there’s plenty of nervousness about tomorrow’s big jobs report, with experts bracing for big declines due to Omicron. We’ll get an inside look at the labor market. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Amazon, Ford and Snap Inc. with results on deck after the closing bell today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

After two years of buying stuff and skipping experiences, is that trend about to reverse? We’ve got the numbers, and the market impact – from stocks to inflation. Plus, all of these new experiences mean a lot more flying and driving. Is there more room to run in oil & energy stocks? We’ll get some top picks for 2022. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Qualcomm, Spotify & Meta 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.

Yields spiked this morning after the ISM Prices Paid Index reversed higher again – the last thing the Fed wants to see right now. But which tools will be more effective in battling it: rate hikes, or cutting the balance sheet? We’ll ask the experts. Plus, PayPal reports earnings tonight, and the stock is down 25% since it abandoned its pursuit of Pinterest. What can turn it around? We’ll explore. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Alphabet, GM & AMD 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 investors should keep a close eye on the flattening yield curve. 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 Mark Douglas, CEO of MNTN, about the company’s “Creative as a Subscription” model, the big firms investing big money, how MNTN plans to change the future of TV advertising…and what it’s like to work with Ryan Reynolds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.