The Exchange

CNBC
undefined
Mar 17, 2021 • 41min

The Fed’s next move, a “fresh pick” and the impact of behavioral bias

It’s a big day for the Fed, as the market throws a ‘taper tantrum’ ahead of today’s FOMC decision. No rate hike is expected, but will Chair Powell have to walk a tightrope as the bond market screams “inflation”? We’ll debate. Plus, Baird just named Amazon a “fresh pick,” saying it could soar up to $5,000 per share soon. We’ll talk to the analyst who made the call. And, Wells Fargo Investment Institute just released a report on how extreme swings in the market could lead to behavior biases for investors. We’ll explore why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Mar 16, 2021 • 44min

Biden’s next steps, pot stocks light up and a hole in one

The $1.9 trillion American Rescue Plan is officially on the books as it just passed through congress. But with the deal now done, could the administration turn its attention to raising taxes? We’ll ask White House Adviser Jared Bernstein. Plus, pot stocks are on fire as more states consider legalization. We’ll speak with cannabis company Columbia Care about what lies ahead for the industry. And, 2021 Players Championship winner Justin Thomas joins us to discuss his big win, his investments and how Golf has changed one year after the pandemic began. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Mar 15, 2021 • 44min

“Old school” get its day in the sun, could SPACs get whacked?, and all gassed up

When it comes to stocks, more and more experts are saying that “old school” stocks and businesses should shine ahead. Could ‘boring’ be the new exciting when it comes to investments in 2021? We’ll debate with our market experts. Plus, skepticism is growing about the easy money world of SPACs. Could they be headed for a bust? We’ll explore. And, gas prices are soaring, with the average U.S. gallon jumping $0.25 in the past three weeks. We’ll explain why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Mar 12, 2021 • 45min

The ride continues, from the NFL to NFT and too many “cooks” in the kitchen?

It’s been a roller coaster ride for the Nasdaq this week as bond yields continue to rise. Will this tug of war continue into next week as we await the next Fed decision? We’ll ask our market experts. Plus, NFL Superstar Patrick Mahomes makes his CNBC debut to give a big announcement on his venture into the world of NFTs. And, the pandemic created a huge boom for third party delivery apps, but we’ll explain why there might be too many players post-pandemic. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Mar 11, 2021 • 44min

The Teflon market?, Bitcoin’s big year and under-the-radar plays

The market has come a long way since a pandemic was declared exactly one year ago today. We’ll take a look at how far we’ve come, and try to answer the question: what comes next after this incredible momentum? Plus, Bitcoin is back in a big way, up more than 600% in the past year. We’ll look at what might keep the crypto craze rolling. And, we’ll give you two under-the-radar retail names to play the reopening trade, and why experts think they have plenty of room to run. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Mar 10, 2021 • 44min

The tech & rate tango, the ‘contactless’ boom and not playing games!

This week Tech slid into correction, only to rebound a day later and push the Nasdaq to its best gains of the year. Have we seen the bottom, or could another rate-induced selloff be on the horizon? We’ll ask our market experts. Plus, many consumers said goodbye to cash and hello to contactless payments amid the pandemic. Is that boom here to stay? We’ll discuss. And, Roblox is set to make its public trading debut via direct listing after a three month delay. We’ll explain why it was likely worth the wait. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Mar 9, 2021 • 44min

Tech bounces back, all charged up and a social media snapback

The tech sector is roaring back today following a five-day losing streak. Is this a one day blip, or the return of the once market darling? We’ll debate with our market experts. Plus, we’ll give you an under-the-radar way to play the growing EV sector, including some stocks to consider. And, we’ll take a hard look at why social media stocks are starting to get some serious love from Wall Street again. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Mar 8, 2021 • 44min

Cyberattack challenges, no longer a threat?, and the road trip is “alive and well”

A cyber attack on Microsoft has the White House scrambling for a response, as China-backed hackers are getting blamed for the act. We’ll speak with the company that discovered the flaw about what the next steps should be, and what lies ahead. Plus, hedge fund giant David Tepper is getting bullish on stocks. We’ll debate why thinks rising rates are no longer a threat. And, the CEO of Enterprise Holdings gives her thoughts on travel in a post-pandemic world, including how demand for rental cars in still strong. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Mar 5, 2021 • 45min

Follow the money, more pain to come?, and a role reversal

Tech stocks are falling yet again today, with many once-loved names dropping 20% or more from their highs. With the storm of selling still underway, has the Fed perhaps lost control of the market? We’ll debate. Plus, the selloff is also hitting the ARKK hard, wiping out nearly all of its yearly gains. We’ll explain why the options indicate there’s more pain ahead. And, there’s a role reversal underway, with Energy surging and replacing Tech as the top dog. We’ll reveal an amazing stat on the growing gap between them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Mar 4, 2021 • 45min

Out of favor?, media stock madness and the return of the trade

The markets are at a crucial point, with the “buy tech and forget about it” trade that worked for so long now going bust. With many stocks down big today, we’ll ask our market experts if the investing landscape has really changed, and what you should expect. Plus, what’s old is new again with traditional TV stocks soaring despite the selloff in the averages. We’ll dive into the “media madness” trade. And, we’ll explain why you may want to forget about attending college and the debt it brings with it, and learn a trade instead. 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