The Exchange

From cost pressures to supply chain woes, we’ll speak with a money manager who has three picks for your portfolio amid rising risks. Plus, commodities are suddenly out of favor, flat in the past month. Could this be the perfect buying opportunity? Goldman Sachs says “yes.” And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Coinbase, Poshmark & Doordash 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 driverless cars are here to stay, despite the risks involved. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors are driving stocks – and crypto currencies – to all-time highs, while bond yields go the other way. We’ll speak with a strategist who says there will be one big winner in the search for yield, and he’ll reveal it for us. Plus, Elon Musk will sell 10% of his Tesla shares after a Twitter poll voted in favor of it. We’ll look at what else could be driving his decision making, and what it means for the company. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in PayPal, AMC and Virgin Galactic ahead of earnings tonight. 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 trading seems to be all about the end of the pandemic, with Dr. Scott Gottlieb predicting the it could be over here in the U.S. by January. Reopening stocks are flying high, as pandemic trades get crushed. Is this the first day of the next chapter for markets? We’ll debate. Plus, Cinemark is forecasting a bounce back for the box office, but will movie-going ever return to pre-pandemic levels? We’ll ask the CEO. And, soaring energy prices have shares of U.S. natural gas giant EQT soaring 60% this year. But will new rules rain on its parade? We’ll ask CEO Toby Rice. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Economist David Rosenberg says inflation has finally peaked, and price pressure will start to ease soon. He’ll join us to explain why this is nothing like the 1970s, and how to position your portfolio too. Plus, the CEO of Choice Hotel joins us to discuss its earnings beat, and will also reveal a surprise winner of the work-from-home trend too. And, in today’s Earnings Exchange: we’ll bring you the action, the story and the trade in Uber, Shake Shack & Peloton results 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 remarks on Tesla’s electric run past $1,000 per share. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’re just an hour away from the Federal Reserve’s latest policy decision, and it’s sure to be a historic one. It’s widely expected to announce tapering of its asset purchases as the pandemic winds down. But the key question here is whether or not it has to move up the timeline for hiking interest rates as inflation continues to spike. We’ll cover it all, and bring you the latest details as they unfold. 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 regulators are scrambling to catch up to cryptocurrencies’ meteoric rise. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CDC’s advisory panel is just hours away from voting to give Pfizer’s Covid vaccine approval for kids aged 5 to 11. We’ll speak with Pfizer CEO Albert Bourla about that and the strong earnings the company just reported. Plus, our latest CNBC survey shows inflation has eclipsed Covid as the number one threat to our economy. We’ll discuss. And, in today’s Earnings Exchange: we’ll look ahead to Lyft, T-Mobile and Zillow results out after the bell. 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 biggest challenge right now is the economy running "too hot," not "too cold." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.