The Exchange

CNBC
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Jan 31, 2022 • 44min

A cold January, ‘churn, baby churn!’ and semis, shipping & surging oil

The Nasdaq is trying to avoid posting its worst January ever, but headed for a doubt digit drop this month either way. Will February usher in a break from the selling and volatility? We’ll give you a list of names to buy right now. Plus, a lot of the shine has suddenly rubbed off on streaming stocks. Is the business model broken? We’ll debate. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in NXP Semi, Exxon & UPS ahead of results. 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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Jan 28, 2022 • 44min

Tech takeaways, bet on Biotech?, and 3 buys and a bail

Another topsy turvy trading session, with the Dow sinking more than 350 points before reversing and turning positive. The Nasdaq is higher at the moment, but still on pace for its worst month since October 2008. We’ll look at the key takeaways from tech earnings, and see how next week’s results could impact markets. Plus, Biotech has been a horrible bet lately, with the XBI & IBB ETFs both down around 20% this year. We’ll look at who looks like a “buy” here. And, after this week’s wild swings, our trader has 3 stocks to buy right now, and one to bail on as soon as you can. 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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Jan 27, 2022 • 44min

Roller coaster action, the case for commodities, and Tech, Trades & Tractors

There’s been volatile trading since the Fed’s meeting yesterday. Futures plunged, then stocks surged at the open, and now they’re losing gains. The Nasdaq is still on pace for its 5th straight down week, and we’ll speak with an expert who warns that tech still isn’t a buy. Plus, we’ll look at 5 key tailwinds for commodities that could give the sector a long-term boost. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Apple, Robinhood and Caterpillar ahead of results. 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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Jan 26, 2022 • 42min

Decision time, living up to the hype?, and buy or bail

We’re just an hour away from today’s big Fed decision, where Jerome Powell is expected to telegraph a rate hike in March. Is this a sell-the-rumor, buy-the-fact moment? Or could markets still be surprised to the downside? We’ll debate. Plus, Tesla reports earnings after the bell. The stock is down 10% this year, but Elon Musk might be back on the call. We’ll bring you a preview. And, after the selloff we’ve seen in markets, our trader has three stocks to buy on the dip, and one to bail on 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.
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Jan 25, 2022 • 43min

Will the bottom hold?, Marc Lasry LIVE, and bellwether, bargains & builders

Markets are down once again, but above the lows from yesterday’s carnage. We’ll speak with an expert who has several oversold stocks that you can still buy here. Plus, billionaire investor Marc Lasry joins us live with his take on volatility, the Fed, rates and more. And, we’ll highlight Microsoft earnings on deck, pain for solar stocks and the great homebuilder debate. 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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Jan 25, 2022 • 31min

Conversations with Kelly Evans: The Future of the Internet

Kelly sits down with Jonathan Chaplin of New Street Research to discuss what the internet will look like over the next five to ten years and who the major players will be. What is the future of Comcast, Charter, Verizon, AT&T, T-Mobile, and Dish? Will Elon Musk's Starlink satellite internet play a major role, or not? Will Netflix and other streaming services stay independent or be possible acquisition targets by big tech? And what acquisition did Comcast just miss out on? 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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Jan 24, 2022 • 30min

Conversations with Kelly Evans: It’s Electric!

Kelly talks to Chargepoint CEO Pasquale Romano about the future of electric vehicles, the impact on his company—and society as a whole—and why the alternative energy space has been so beaten up as of late. 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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Jan 24, 2022 • 49min

The selloff continues, and Peloton under pressure

The historic market selloff rolls on, with January now on pace to be the 10th worst month ever for the Nasdaq. We’ll unpack the latest moves, and talk about some of the global pressures contributing to the selling. Plus, Peloton has in many ways been the posterchild of this selloff, and has had plenty of problems of its own. And now an activist firm wants to oust the CEO. We’ll bring you the latest details. 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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Jan 21, 2022 • 45min

Volatility tea leaves, declining demand, and cats, chips & cars

Stocks are in the red yet again, with the Nasdaq now having its worst month since November 2008. And now $1.3 trillion of expiring options are adding to the market anxiety. We’ll explain. Plus, Netflix is on pace for its worst day in nearly a decade, after Peloton’s plummet yesterday. Are these “pandemic darlings” sinking a good sign for getting back to normal? We’ll debate. And, in today’s edition of Earnings Exchange: we’ll prep you for Caterpillar, Intel and Tesla results with a huge week of reports ahead. 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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Jan 20, 2022 • 44min

Go for growth?, China cuts, and Drilling & Chilling

The ARK is rallying, Chinese stocks are flying, Semis are higher and FANG is nearly all in the green. Growth has been sold off hard, but we’ll talk to one expert who thinks growth stocks might be ready for a comeback. Plus, speaking of China – its central bank just cut rates, while most of the world is considering hikes. We’ll explain why. And, in today’s edition of Earnings Exchange: we’ll give you the story, the action & the trade in Schlumberger, Netflix & CSX 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.

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