The Exchange

Kohl’s reported a huge increase in sales thanks to strong hair and makeup revenues, CEO Michelle Gass weighs in. Portillo’s posts its first earnings report, and while shares initially took a tumble, commentary about the supply chain and pricing power on the earnings call recouped much of those losses. Portillo’s Chief Executive Michael Osanloo tells us what’s most important to the restaurant’s bottom line. And, Nike launches Nikeland on Roblox—marketing stunt or effective way to capture customers’ attention early? We’ll discuss. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The return of shopping malls, demand for homes and the need to drill all need one thing in common: land. So is it better to bet on the location rather than on the business itself? We’ll explore. Plus, in today’s Earnings Exchange: we’ll give you the action, the story & the trade in Nvidia, Cisco & Bath & Body Works. And, after a post-earnings plummet and a 70% drop from its all-time high, is there finally a buying opportunity in Peloton? We’ll debate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today’s key word is inflation: companies are seeing it, consumers are experiencing it and Fed officials are calling for action to curve it. But the futures market says they won’t act anytime soon. Should you position for a long winter of high prices ahead? We’ll debate. Plus, the headline numbers may look good, but are retail sales actually falling? We’ll do some back of the envelope math to see what the data is telling us. And, in today’s Earnings Exchange: we’ll give you the action, the story & the trade in Target, TJX Companies and Lowe’s 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 President is set to sign one of the biggest infrastructure bills in history today. We’ll speak with the CEOs of Blink Charging & Siemens USA about the money, the plans and the impact. Plus, we’ll speak with a 5-star tech fund manager who saw gains of 88% last year. He’ll tell us what he’s buying now amid rising rates. And, in today’s Earnings Exchange: we’ll give you the action, the story & the trade in Walmart, Home Depot and Lucid 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 questions whether the Fed can realistically afford to raise interest rates in this environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wells Fargo’s message to investors following the latest inflation data: stick a fork in the tech trade! We’ll speak with the strategist behind the call on where to invest now. Plus, shares of cannabis company Green Thumb Industries are jumping after doubling profits. We’ll speak with the CEO. And, in today’s Earnings Exchange: from pre-profit to American staple, we’ll preview WeWork, Nvidia & Walmart 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.

Hot inflation numbers are turning up the pressure on the Fed, and raising questions about the speed of its taper. We’ll look at just how far behind the curve they might be. Plus, it’s no secret that auto prices have been soaring. We’ll ask the CEO of CarGurus if there are any signs it’s improving. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Lordstown Motors, Blink Charging & Warby Parker. 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 establishment’s dismissiveness of NFTs today mirrors early criticism of Picasso’s work decades ago. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Prices are jumping, inflation expectations are surging and the White House is playing defense. What does it all mean for socks and your portfolio? We’ve got your Inflation Nation plays. Plus, Rivian’s blockbuster debut could end up being the biggest IPO of the year. Can the capital help it reach scale and justify its price? We’ll explore. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Disney, Beyond Meat and SoFi Technologies on deck tonight. 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 lawmakers’ "net zero" goals could mean big trouble for Exxon and other oil giants. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.