The Exchange

CNBC
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Aug 4, 2021 • 43min

Robinhood rips, anti-vax: the new smoking?, and the pandemic pivot

Stocks are falling today on a disappointing jobs number, but Robinhood is soaring on the return of ‘meme mania.’ We’ll bring you all the market angles today. Plus -- is refusing to get the Covid vaccines the new smoking? We’ll speak with former HHS Secretary Kathleen Sebelius about how insurers should handle unvaccinated folks. And, we’ll speak with the founders of two different businesses who are evolving with the “new normal” as the delta variant rises and the pandemic continues. 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 3, 2021 • 44min

Another trillion dollars, hacking’s “holy grail” and the mandate debate

Another trillion dollars is about to be pumped into the economy via the new bipartisan infrastructure bill. But what is all of this government spending doing to the national debt? We’ll ask the Director of the National Economic Council. Plus, China-backed hackers reportedly compromised 5 major telecom companies. We’ll talk to a cyber expert who’s calling it the “holy grail” of espionage. And, mask mandates are making a comeback, with vaccine mandates on the rise too. We’ll speak with a company trying to make this “new normal” easier for workers. 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 2, 2021 • 44min

China’s IPO crackdown, ‘Help Wanted’ and running out of rubber

China’s crackdown is costing its own companies $1 trillion in market cap. But now it wants to work with the SEC on IPOs. Does that mean there’s more value than expected in Chinese-listed companies right now? We’ll explore. Plus, the labor shortage is hurting most industries, but it’s coming at a critical time for cyber security. Is the U.S. vulnerable to attacks? We’ll debate. And, Bridgestone CEO Paolo Ferrari joins to discuss his company’s path forward, and how it’s attempting to innovate its way out of a rubber shortage. 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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Jul 30, 2021 • 44min

Correction coming?, oil’s well at Chevron, and China in a class of its own?

Legendary investor Howard Marks of Oaktree Capital joins us with his take on the economy, markets and inflation. Does we agree with Scott Minerd’s bold call that a big market correction is coming? We’ll ask him that, too. Plus, Chevron is having a stellar year as the energy sector outperforms. We’ll speak exclusively with its CEO about earnings, ESG and more. And, should China be considered a separate asset class from the rest of the world? We’ll look at what’s at stake as regulators crack down. 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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Jul 29, 2021 • 45min

Robinhood’s big debut, mall momentum & drink up!

Shares of Robinhood begin trading on the Nasdaq after pricing on the low end of its IPO range. We’ll cover all the details, including questions about its future, its ongoing legal battles, payment for order flow & much more. Plus, Kimco Realty -- one of the nation’s biggest mall operators -- just reported a bounce back in occupancy rate & hiked its 2021 outlook. We’ll speak with the CEO. And, the CEO of Molson Coors joins to discuss its big sales growth this quarter, the pulse of the consumer and where inflation is starting to creep in its business. 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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Jul 28, 2021 • 42min

Fed decision on deck, Pfizer CEO exclusive and a big tech check

We’re just an hour away from the latest Fed rate decision, and it’s all about the two ‘T’s’: Transitory & Tapering. We’ll bring you full Fed coverage from every angle, and lay out everything in detail from timing to yields, and Chair Jerome Powell’s future. Plus, we’ll speak exclusively with the CEO of Pfizer about the company’s big profits, future sales forecast and what to expect from the next wave of Covid. And, we’ll take a hard look at what to expect from two of the best-performing tech stocks this year: Facebook & PayPal. 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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Jul 28, 2021 • 3min

From the Desk of Kelly Evans: The Cost of Having Kids

Kelly explains why the rising costs of college, health care and other expenses today could have a huge impact on the number of available workers to fill the labor force in years to come. 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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Jul 27, 2021 • 45min

A change in narrative?, China & your money and ETFs exposed

Just as earnings season was set to change the market narrative, the CDC is expected to recommend more mask wearing as the Delta variant spreads. Is this a blip on the economic radar, or something much more drastic? We’ll ask our market experts what it means for you and your investments. Plus, just because you don’t own a Chinese ETF doesn’t mean the crackdown there won’t impact your money. We’ll explain what’s at risk right now. And, in today’s Rapid Fire: China’s crackdown leaves ETFs exposed, Elon Musk takes aim at Apple and BofA forecasts a late summer surge in lumber prices. 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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Jul 26, 2021 • 43min

On the brink of a breakout?, your ‘single money app’ and the China crackdown continues

If you missed out on the record-setting rally, don’t worry. One strategist has three names for you that could be on the brink of a breakout. Plus, the countdown is on to Robinhood’s long-awaited IPO. We’ll bring you the latest details, including its quest to become your “single money app.” And, in today’s Rapid Fire: the China crackdown continues…why Gap could rally 44% from here…and why investors are betting big on language. 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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Jul 23, 2021 • 44min

Value Over Growth, The Street Likes Coffee and Energy Drinks, and Powell at Risk?

A five star fund manager weighs in on the week’s rally and digs into the names he ‘loves.’. J.P. Morgan’s Michael Feroli on why Chair Powell could be at risk of being a one-term Fed Chair and who could succeed him. Plus, Rapid Fire: The Food Edition…we dig into some of the day’s biggest movers on earnings and analyst notes including the best performing S&P stock this century. 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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