The Exchange

CNBC
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Sep 14, 2021 • 42min

Apple’s big event, a new American economy and uranium euphoria?

Apple is expected to unveil a bunch of new updates today, including a new iPhone. Will it be enough to get people to buy it? We’ll explore. Plus, we’ll speak with a fund manager who says pandemic outperformers may once again lead the next market leg higher. And, shares of uranium mining firms have gone “nuclear” in the past 24 hours. Is this the next hot trade? We’ll explain. 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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Sep 13, 2021 • 44min

Tech turns lower, countdown to Christmas and China’s crackdown continues

Stocks are higher today, but the Nasdaq is in the red over the past week as tech struggles to stack gains. We’ll speak with a portfolio manager who says Amazon, Google and Facebook are actually undervalued right now. Plus, there are only 100 shopping days left until Christmas. Former Saks CEO Steve Sadove joins to explain why only half of them might actually be useable. And, in today’s Rapid Fire: China’s crackdown continues, “old” tech is hot again and what’s the next trade for Apple? 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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Sep 10, 2021 • 45min

Not so transitory?, a blow for buybacks and falling in “love”

After another hot inflation reading, one thing is certain: the debate over inflation is not proving to be transitory. The hawks point to the surging cost of food, freight & restaurants, while doves point to other categories being muted. We’ll debate the lasting impact of inflation. Plus, a new tax proposal is making its way through Washington, and it’s aimed at stock buybacks. Will it pass, and would it wreck the market rally? We’ll explore. And, shares of Lovesac were already soaring this week, and it just got another big boost from earnings today. We’ll speak with the CEO about what’s ahead. 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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Sep 9, 2021 • 44min

Stick with the winners?, Nat Gas is hot and earnings up, stock down

The market’s recent losing streak has investors wondering – do you stick with what’s been working, or start to get defensive? We’ll speak with a fund manager who has three names he thinks will continue to stack gains into the end of the year. Plus, Cheniere has been on a roll, and just announced it will be paying its first dividend in company history. But could surging natural gas prices spoil its run? We’ll ask the CEO. And, Academy Sports is down big today despite what its CEO called the “best earnings” in company history. Is this as good as it gets? We’ll explore. 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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Sep 9, 2021 • 4min

From the Desk of Kelly Evans: The future is solar

Kelly explains the crucial differences in clean energies, and why solar may soon lead the way. 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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Sep 8, 2021 • 3min

From the Desk of Kelly Evans: Are energy bills about to spike?

Kelly points out signals of upward pressure in the energy market that could hit consumers right in the wallet. 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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Sep 8, 2021 • 44min

Time to be greedy?, titans battle over China, and the next wave of IPOs

‘Be greedy when others are fearful, and fearful when other are greedy.’ It’s an old market trope, but are we in this cycle? The bears may be coming out on Wall Street lately, but we’ll speak with one strategist who says now is definitely the time to be greedy. Plus, some Wall Street heavyweights are weighing in on the merits of investing in China. Is it a threat or opportunity for investors? We’ll debate. And, speaking of greed, greed is out and doing good is in when it comes to the next wave of IPOs. But will that strategy pay off? We’ll explore. 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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Sep 7, 2021 • 45min

Time to go underweight?, big three tax hits & betting on betting stocks

As the Dow and S&P slide today, Morgan Stanley is taking U.S. equities to underweight. They’ll join us to explain the bold call. Plus, President Biden’s tax plan includes more than 80 hikes and changes, but only three raise the most money. We’ll break them down for you. And, the 2021 NFL season kicks off this week, and a number of betting names to could benefit in a big way. We’ve got your stocks to watch. 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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Sep 3, 2021 • 45min

Confidence clash, climbing costs and revving engines

August’s disappointing jobs report exposed a clash between slowing jobs growth and rising wages. But another clash is brewing as well, between the confidence of consumers and CEOs. Does one explain the other? We’ll ask Conference Board CEO Steve Odland. Plus, in the aftermath of Hurricane Ida, are insurance premiums about to spike? We’ll explore the storm’s full impact, and what happens if these weather events become increasingly ‘normal.’ And, activist investing firm Engine No. 1 is reportedly revving up to take on another big oil producer. We’ll explain the high-profile fight that could be shaping up. 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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Sep 3, 2021 • 4min

From the Desk of Kelly Evans: Power outages

Kelly explains why the shift toward electric power isn’t as clean as you might expect. 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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