The Exchange

Is the Tech selloff already over, or just taking a rest? We’ll speak with the “Dean of Valuations” about where he sees value in these markets. Plus, the labor market is so strong that it’s brining the Fed off the sidelines. Will tomorrow’s jobs number keep that narrative intact? We’ll debate. And, in today’s Rapid Fire: where Wall Street sees value in some hard hit stocks, including Bed, Bath & Beyond. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The great dispersion continues into the third trading session of the year. High multiple stocks are suffering, while low multiple stocks outperform. Plus Value outperforms Growth, and Industrials outperform Tech. Should you chase these moves, or fade them? We’ll discuss. Plus, the last remaining Blackberry phones went dark yesterday, as the company pivots to its software business. We’ll talk to the CEO about the next chapter. And, we’ll highlight the afternoon action in markets. We’ve got the story & the trade in Intel, AT&T and Beyond Meat. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Energy & Financials are flying, Tech is tanking and bond yields are strengthening. All this as a formerly dovish Fed official just got a little more hawkish. We’ll reveal the biggest threat to the market rally right now. Plus, Disney was the worst stock in the Dow last year, but Wells Fargo just named it a top pick anyway. We’ll speak with the analyst behind the call. And, in today’s Rapid Fire: betting on Amazon, beating bitcoin, and being Adam Neumann. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets are trying to start the year with gains, though some analysts are concerned valuations are too high coming off last year. But is the market actually *cheaper* now? We’ve got the numbers. Plus, bond yields are popping right now, as the morning breakout gains more stream. We’ll look at the global bond selloff & other trends to watch in 2022. And, in today’s Rapid Fire: analysts are placing their bets. We’ll look at four top picks for the year ahead across four different sectors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Everyone is expecting the Fed to raise rates next year. But what if that doesn’t actually happen? Why one strategist says rate hikes could be off the table completely for 2022. Plus, we’ll take a look at what’s next for bitcoin, NFTs and the rise of ‘DeFi’ as the crypto craze rolls on. And, in today’s Rapid Fire: will energy get hot again? Can the stay-at-home trade rebound? And what do you do with FAANG? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets are nearing record highs, despite surging Covid cases and fresh lockdowns across China & Europe. We’ll speak with one economist about why he’s unwaveringly optimistic about the future. Plus, it’s been a tough go for Robinhood, on pace for its worst month ever. We’ll speak with Wall Street’s most bullish analyst about why he’s sticking with it. And, in today’s Rapid Fire: Tesla’s safety recall, a chipmaker China warning and the return of the buyback. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The S&P 500 was unable to clinch a 70th record closing high yesterday. Will today be the day, or is the Santa Claus rally already over? We’ll debate. Plus, Brian Sullivan peers into his 2022 ‘crystal ball’ to reveal the top 5 predictions he has for markets & the economy in the year ahead. And, in today’s Rapid Fire: crypto gets crushed, the building boom continues, an inflation indicator, and can Star Wars help boost Disney shares? We’ll explore it all. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The S&P 500 is trying for its 70th record closing high of the year. We’ll tell you the best places for your money as we near a record finish to 2021. Plus, President Biden is calling in more regulatory reinforcements to try and fight soaring inflation. Will his strategy work? We’ll debate. And, in today’s Rapid Fire: will there be less bite and more bark for the “dogs” of the Dow next year? We’ll talk that plus how to trade Apple & Peloton in 2022. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street shrugging off Omicron concerns with the S&P 500 hitting a record intraday high…we get a few under-the-radar small cap plays to invest in now. Demand for at-home rapid Covid tests still outrunning supply, but just how good are they at detecting the Omicron variant? A leading infectious disease doctor weighs in. And cruise lines get hit yet again as four sailings are turned away from ports due to Covid outbreaks on board, Spiderman nets a billion dollars, and the surprising tech winners of 2021. 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 rising for a third straight day, but there are still some major concerns out there – including inflation and the Fed’s reaction to it. We’ll take a look at what it all means for markets in 2022, and tell you how to position your portfolio for the year ahead. Plus, Omicron continues to surge just as folks get ready to celebrate the holidays with friends and family. Will the outbreak get even worse in the new year? We’ll ask a medical expert. And, in today’s Rapid Fire: Nikola completes its first EV truck delivery, and Spider-Man makes a historic debut at the box office. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.