The Exchange

CNBC
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Aug 25, 2021 • 45min

Cyber Summit, the no-vax tax and a sector showdown

Can the star-studded gathering of tech CEOs at the White House today help solve the ransomware scourge around the globe? We’ll discuss. Plus, Delta is now charging workers $200 per month if they haven’t been vaccinated. We’ll explore the rising cost of being unvaccinated in our country. And, in today’s Rapid Fire: a sector-by-sector stock showdown, including a faceoff in retail, the IPOs to watch and the best bank to buy right now. 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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Aug 24, 2021 • 4min

From the Desk of Kelly Evans: Who needs Prime?

Kelly explains why her Amazon Prime account was one subscription too many. 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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Aug 24, 2021 • 45min

Taper tantrum coming?, 10 years of Tim Cook and stay home or get out!

Amid new highs for the S&P 500 and Nasdaq, it might be tough to find an attractive entry point to buy in. We’ll speak to one market watcher who sees a potential opportunity ahead -- a big taper tantrum coming for the market. Plus, Tim Cook just finished a decade as CEO of Apple. We’ll look back at the highs and lows in his first ten years at the helm. And, in today’s Rapid Fire: the return-to-office debate, gyms & casinos on the road to recovery and why we’re still buying home office items and binging Netflix. 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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Aug 23, 2021 • 44min

A shot in the arm for vaccination efforts, a rideshare setback and a retail roundup

The FDA has finally approved Pfizer’s Covid-19 vaccine, and fresh vax mandates are already pouring in. How might this shape the path of the pandemic? We’ll explore. Plus, a California judge just ruled that Prop 22 is unconstitutional -- a big blow for rideshare firms like Uber. But we’ll talk to an analyst who says the stock is still a top pick. And, in today’s retail-themed Rapid Fire: high hopes for Gap earnings, why Peloton looks out of shape, and how to play the ‘ugly shoe’ trend. 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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Aug 20, 2021 • 3min

From the Desk of Kelly Evans: What’s wrong with the retail sales report

Kelly explains how consumer spending isn’t missing from the official data, it’s simply not there. 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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Aug 20, 2021 • 37min

Doubting the Fed, China’s crackdown and never return-to-work plans

It’s been an emotional ride for investors as they try to decipher if the Fed’s potential September taper is the right move. We’ll look at how you can best position yourself. Plus, China just passed one of the strictest data privacy laws in the world. We’ll explore what it means for stocks and U.S. companies operating there. And, in today’s Rapid Fire: with the rise of the delta variant, should investors start thinking about *never* returning to the office plans? We’ll dig into that. 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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Aug 19, 2021 • 44min

Hot or not?, a brewing crypto battle and dining & delta

New credit card spending data shows even more of a consumer slowdown than we previously thought. But one portfolio manager says the consumer has never been healthier. He’ll give us his top reopening play. Plus, we’ll speak exclusively with the litigation firm that’s bankrolling “landmark” legal action against crypto exchange Binance following its May 19th outage. And, could the delta variant and rise of new mask and vaccine mandates bring the restaurant recovery to a halt? We’ll ask the CEO of P.F. Chang’s. 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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Aug 18, 2021 • 44min

Don’t count them out, under the $HOOD and Cathie Wood strikes back

Another round of weak economic data was released today, as housing starts disappoint Wall Street. But one fund manager is continuing to bet on both housing & the consumer. We’ll ask him if he fears the Fed’s taper. Plus, Robinhood releases its first results as a public company after the bell tonight. Can it live up to the ‘meme mania’ hype? We’ll discuss. And, in today’s Rapid Fire: Cathie Woods goes on offense, the crypto craze hits emerging markets and a controversy in China. 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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Aug 17, 2021 • 3min

From the Desk of Kelly Evans: Time to taper the taper?

Kelly explains why the only way to reignite the value/reopening trade might be for the Fed to "taper" its own taper talk. 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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Aug 17, 2021 • 45min

Stocks Sell Off, IPO Woes and a Dire Warning for Muni Bonds

Stocks staging a broad sell-off, but what’s to blame: Fed taper talk, disappointing economic data or the Delta variant? We discuss. In today’s Rapid Fire, a look at IPO woes…Wish CEO’s dismal outlook, Roblox’s reopening wreck, The Honest Company’s rough week and BeachBody’s big investor. Plus, if Congress doesn’t extend the debt ceiling limit, there could be fallout that one investor says would make the Financial Crisis of 2008 look like a “three-minute, G-rated movie trailer.’ He joins us to discuss the potential generations-long impact on the muni market. 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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