The Exchange

CNBC
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Dec 12, 2021 • 30min

Conversations with Kelly Evans: An Unlikely Crypto Investor and the Next Big Thing

In this conversation, Kelly covers everything from her unlikely entry into the world of cryptocurrencies to the next hot investment with venture capitalist Sarah Kunst of Cleo Capital, which was involved in a big fundraise at the Winklevoss twins’ Gemini. Sarah talks about the way she fell into the space, why she keeps buying the crypto dips and why she’s dipping her toe into the clean energy names. 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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Dec 10, 2021 • 45min

Inflation disconnect, feeling the pinch, and shipping, shelter & shock value

Stocks are on track for big weekly gains, despite the biggest jump in inflation in nearly 40 years. And even with the nasty headlines, bond yields are moving lower today. We’ll try to make sense of it all. Plus, restaurants are feeling the inflation pinch. We’ll look at who’s hurting the most, and who’s best positioned to weather the storm. And, in today’s Earnings Exchange: we’ll bring you the action, the story and the trade in Lennar, FedEx and Rivian ahead of results next week. 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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Dec 9, 2021 • 45min

Driving the action, a hot housing play, and chips, dips & downward dogs

The major averages are on track for nice weekly gains, trying to extend their winning streak to 4 straight sessions. We’ll speak with a strategist who says this rally is all about “TINA” & “FOMO,” and he’ll give us 3 stocks poised to benefit. Plus, we’ll speak with the CEO of UMH Properties about the hot housing market, and why his company’s manufactured homes are poised to take off even more. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Lululemon, Costco and Broadcom ahead of 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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Dec 9, 2021 • 4min

From the Desk of Kelly Evans: Is Bitcoin going away?

Kelly explains why she thinks Bitcoin is here to stay, despite what many critics say. 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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Dec 8, 2021 • 37min

Conversations with Kelly Evans: Decoding NFTs

Staying in the metaverse, Kelly chats with NFT artist GM Render about how he discovered digital art, his ongoing projects, and how NFTs and the metaverse are returning power to the people. They also explore how one group nearly bought a copy of the U.S. Constitution for $40+ million. 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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Dec 8, 2021 • 44min

Betting big on small caps, losing charge?, and from fashion to food

Stocks are taking a breather today after back-to-back strong gains that have helped close the gap on the recent selloff. But small cap names are still lagging the rest of the market this year. We’ll give you four stocks that are good buys at these levels. Plus, shares of ChargePoint are lower on a wider-than-expected loss, and down 30% since going public. We’ll speak with the CEO about earnings, expansion and the Infrastructure bill. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Gamestop, Rent The Runway and Hormel 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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Dec 8, 2021 • 32min

Conversations with Kelly Evans: Apple and the Metaverse

Kelly speaks with Justin Fuisz, CEO and Co-Founder of Octi, a recently launched social media app, about the rapid changes in the metaverse space. We talk about why Apple is a key player to watch; why Octi intentionally looks and feels a lot like TikTok right now; and how people should best get familiar with this emerging space. They also discuss the risks to Facebook's ambitions, and how Octi makes money. 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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Dec 7, 2021 • 44min

Markets rally, semis surge and mega margins

We’re seeing a mega market rally for the second straight session, with the Nasdaq leading the way this time. We’ll look at what’s changed, and what stocks could be the next great opportunities in the tech space. Plus, semiconductors and cloud names are flying high today, while media stocks are selling off. We’ll dig deeper into today’s big movers. And, strong guidance and record margins have shares of Designer Brands soaring. We’ll speak with the CEO about the consumer and the holiday shopping surge. 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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Dec 6, 2021 • 45min

Volatility to Stay?, The Future of Energy, Changing the Ad Game?

Stocks are in rally mode today but we’ve been here before. Is the volatility here to stay into year-end? We’ll look at how to best position yourself. Plus, putting a price on carbon. Former BP CEO Bob Dudley says it’s necessary but how will energy companies cope with that? And where does he see oil prices going from here? We’ll ask him. And, you may know him as Deadpool or as the face of Aviation Gin, but actor Ryan Reynolds is also working to change advertising. He joins us live with the disconnect he sees in the industry and how his new venture hopes to disrupt the space. 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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Dec 5, 2021 • 43min

Conversations with Kelly Evans: The Energy Evolution

Kelly talks to Graham Copley, Founding Partner at C-MACC about two critical issues: the supply chain and the energy transition away from fossil fuels. They dig into why Graham isn’t worried about permanent logistics issues and why inflation isn’t here to stay. 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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