The Exchange

CNBC
undefined
May 24, 2021 • 45min

Buying the dip, running out of luck?, and the fight for 15%

A wild weekend of trading led to a crypto crash. We’ll look at who could be buying the dip here, and whether or not you should get in too. Plus, we’ve seen a bunch of other speculative blowups this year, from SPACs to FOMO stocks. Can the broader averages avoid a similar fate? We’ll explore. And, the White House is proposing a 15% global minimum corporate tax rate to put a halt to the race for the lowest figure. We’ll give you the key details. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
May 21, 2021 • 45min

Pandemic productivity boom, red hot housing and slash, substitute, swipe

There’s a pandemic productivity boom underway, with the U.S. doing more with fewer workers than ever before. We’ll look at what that could mean for markets, jobs, inflation – and the Federal Reserve, too. Plus, the housing market continues to be red hot. We’ll speak with the CEO of Realogy about trends they’re seeing, and its surging stock price. And, in today’s Rapid Fire: a 20% price cut for Tesla; another change for the Dow?; and the White House ‘swipes right’ to get people vaccinated. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
May 20, 2021 • 45min

A complicated relationship, Got milk?, and chopping the lumber

The complicated relationship between the Fed & markets is getting more fragile as the words “tapering” and “transitory” draw contention. We’ll debate what’s happening in the real economy and explain what investors actually want from the Federal Reserve. Plus, Oatly’s debut through a traditional IPO is off to a decent start. Are direct listings and SPACs falling out of favor? We’ll explore. And, lumber prices are cracking after their climb to record highs. We’ll speak to one executive about his business, and what’s good for wood. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
May 19, 2021 • 45min

Diamonds in the rough, crypto crash and chips fall into place

A 5-star tech fund manager has three names to buy on the dip – and none of them are big cap tech! He’ll join to explain why. Plus, Bitcoin sinks after China cracks down on cryptos, stocks sell off and Coinbase has technical problems. We’ve got it all covered. And, we’ll explain why the “chips” are falling into place for the semiconductor industry, and bring you the latest developments out of Washington. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
May 18, 2021 • 44min

The consumer comeback, teenage trading and crypto confusion

Macy’s just reported a monster quarter, but the stock isn’t responding in kind. CEO Jeff Gennette joins to discuss that and the comeback of the consumer. Plus, Fidelity wants to give teens access to no-fee brokerage accounts. We’ll speak to the company about this new push, and what it means for the next generation of traders. And, there’s an unexpected beneficiary of the crypto craze: Ethan Allen. We’ll explain why investors are confusing its ticker symbol with one of the hottest names in crypto. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
May 17, 2021 • 45min

Massive Media Merger, Twitter’s Subscription Service and Cannabis Consolidation

AT&T spinning off WarnerMedia to form a new company with Discovery. We'll get a look at the massive media merger and the companies that could be ripe for the next deal. And Twitter goes blue, Tim Cook takes the stand and millennials hate home ownership. That's in today's Rapid Fire. Plus, cannabis company Columbia Care posted record profits as marijuana use soared in 2020...the CEO weighs in on its retail revamp, industry consolidation and legalization. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
May 14, 2021 • 44min

Reading the reopening trade, digital nomads and a prescription for success?

Reopening stocks are taking off after the CDC changed its guidance on masks for vaccinated people. Is the lockdown trade dead? We’ll debate. Plus, if you can work from anywhere, you can probably make big bucks. We’ll look at the cities paying folks a bundle to move there. And, investors are liking GoodRx’s acquisition announcement which sent the stock higher. But could Amazon now be taking aim? We’ll discuss with the CO-CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
May 13, 2021 • 44min

New day, new outlook?, show me the (digital) money and small names, big gains?

Despite another inflation gauge coming in hot, markets seem unphased today. So what’s changed? We’ll ask the experts. Plus, crypto player Coinbase is set to release its first earnings report since going public. We’ll tell you what to watch, and what it means for the sector. And, a 5-star small cap fund manager joins to explain why small names could soon equal big gains, including five names you should 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.
undefined
May 12, 2021 • 44min

Tech selloff takes hold, pump pain and summer of love (stocks)

The tech selloff takes hold again today after making a stellar comeback in yesterday’s session. We’ll dig into the wreckage. Plus, the Colonial Pipeline shutdown is already causing pain at the pump. We’ll give you the latest timeline on when oil may flow again. And, as the nation continues to reopen and consumers get together again, will this be a summer of love for dating stocks? We’ll explore in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
May 11, 2021 • 44min

Stocks sell off, Coinbase optimism and Colonial Pipeline hack hits gas supplies

Stocks starting the day with a sell-off, but the Nasdaq reversing course and briefly turning positive...a technician breaks down the key levels to watch. And Oppenheimer is bullish on Coinbase. The analyst behind the call joins with why he sees nearly 50% upside from here. Plus, the latest on the Colonial Pipeline hack and how much pain customers could be facing at the gas pumps. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app