The Exchange

Legendary investor Paul Tudor Jones just sounded the alarm on inflation, saying it could be worse than we originally thought. So why do stocks keep rallying? We’ll debate. Plus, is PayPal courting Pinterest? As the two companies reportedly hold merger talks, we’ll explain why this seemingly odd pairing actually makes sense for both sides. And, in today’s Rapid Fire: we’ll spotlight how Netflix is sliding, Facebook is rebranding and why retailers are panic buying. 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 nearing all-time highs once again, with the Dow and S&P 500 both within 1% of their records. Yet big fund managers are now the most bearish they’ve been in some time. We’ll look at what that means for the market. Plus, Bitcoin is just shy of its own record high, reaching its highest levels since April as the first ever bitcoin futures ETF begins trading. We’ll bring you all the details. And, in today’s Rapid Fire: which retailers can weather supply chain snarls, the company that could be the next meme stock and Goldman’s new conviction buy. 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 Tesla is quietly becoming ubiquitous, both on Wall Street and on Main Street. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bond yields are on the rise as “stagflation” worries grow. Just how worried should equity investors be? We’ll ask the experts. Plus, we’ll bring you all the headlines from Apple’s latest event, where new AirPods and Macbooks powered by Apple’s new chips are expected. And, in today’s Rapid Fire: some bullish analyst calls into earnings season, including what Wall St. is saying about Netflix, Chipotle and Facebook. 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 back near all-time highs, but one strategist sees a wage-price spiral developing. His picks to weather that pressure. With crude perched above $81 a barrel, Bank of America sees bearish technical signals in oil, but is getting bullish in the metals space. And with just a little more than two months left in the year, KPMG’s Global Head of M&A tells us why 2021 could be a record breaker. Plus, a ‘future of’-edition of Rapid Fire. We look at what’s next for movies, transportation, climate change…and snacking. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lower jobless claims and lower inflation are pushing stocks higher today, as better-than-expected economic data fuel a rally. But is it too soon for investors to put fears aside? We’ll ask the experts. Plus, one analyst got an up close look at the inner workings of some discount retailers. She’ll explain why it led her to cut ratings on their stocks. And, when items are in short supply, who gets the product? Brick & mortar, or online retailers? We’ll talk to the Overstock.com CEO about the supply chain crunch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow and S&P are on pace for their fourth straight day of losses, with the latest Fed minutes just moments away. We’ll speak with an economist who sees things getting “M.E.S.S.I.”, and he’s not talking about the soccer star. Plus, if semiconductors are in short supply, why aren’t the chip stocks performing better? We’ll ask a top analyst in the space. And, in today’s ‘supply chain’ edition of Rapid Fire: Wall Street is placing bets on who will weather the storm, and who won’t be so lucky. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Has the market not bottomed yet? One portfolio manager says it’s only about halfway through after yesterday’s selling into the close. He’ll join us to give his names to buy in what he’s calling the “challenging road ahead” for equities. Plus, Boeing’s sales continuing outpacing cancellations, but manufacturing problems still plague one of its flagship models. We’ll explore whether it can regain its footing. And, in today’s Rapid Fire: analysts are saying “buy this, not that” in a number of industries including gambling, pharma and tech. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

It took 226 trading days for the markets to register a 5% pullback. So why are some analysts actually welcoming the recent selloff as a good sign? We’ll explain. Plus, we’ll speak with the CEO of Barnes & Noble about why there’s now a shortage of books, and what that means for your holiday shopping plans. And, in today’s Rapid Fire: we’ll look at why Apple, Disney and even James Bond himself can’t escape from major issues plaguing their stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The economy only added 194,000 jobs in September, well short of estimates and in spite of enhanced unemployment benefits ending. But there are millions of jobs openings, so why aren’t more roles being filled? We’ll explore it that means for stocks, bonds and the Fed taper too. Plus, we’ll speak with a Tesla analyst who says he’s bullish on the stock because he believes the company’s brand & ecosystem are “Apple-esque.” And, we’ll explain why one brokerage is cutting Home Depot & Lowe’s despite the housing & home improvement markets still being red-hot. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.