The Exchange

CNBC
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Mar 3, 2021 • 45min

A bond “birthday”, beads & betting and the future of work

Exactly one year ago today, the 10-Year Treasury yield fell below 1% for the first time ever. Could we be headed there again? Our market experts debate rising yields and the potential for falling rates. Plus, Apollo Global is taking retail chain Michael’s private and buying assets from Las Vegas Sands. We’ll clue you in on both deals. And, the CEO of ASGN, Inc. joins to discuss the future of work and where the jobs will be in a post-pandemic world. 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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Mar 2, 2021 • 45min

A “drunk man in the snow”, an electric shock and a serial SPAC-er?

Guggenheim Partners CIO Scott Minerd joins exclusively to explain why he thinks the bond market is behaving like a “drunk man in the snow.” Plus, we’ll give you an under-the-radar way to play the EV craze without having to spend thousands of dollars on an electric car. And, financier, NHL team owner and noted SPAC dealmaker Bill Foley joins to talk about his newest investment: cybersecurity. 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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Mar 1, 2021 • 47min

New month, new gains, Bitcoin’s next move and the G.O.A.T. trade

March is coming in like a lion, with markets having their best day of 2021 thus far. We’ll tell you where the opportunities are, and whether this is a sign of more gains to come as we start a new month. Plus, the CEO of the world’s largest crypto ATM, CoinFlip, joins to discuss Bitcoin’s next move and his philosophy for crypto investing. And, Tim Seymour joins to discuss the “Get Out And Travel” (G.O.A.T.) trade, including the areas you should buy into 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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Feb 26, 2021 • 55min

Tech turmoil, “preparation buying” and hedge funds playing defense

Following its worst day since October, the Nasdaq is trying to claw its way back with some gains today. Will March bring the tech trade back to life? We’ll ask the Co-Head of Goldman Sachs’ tech fund. Plus, we’ll talk to Wall Street’s #1 retail analyst, who says it’s time to get ready for the “preparation buying” phase of the recovery. And, the Gamestop frenzy nearly led to the collapse of some hedge funds. We’ll explain why they’re now using the same websites to defend themselves. 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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Feb 25, 2021 • 44min

Tech wreck, hot new research and time to sell Netflix?

Stocks are selling off today, as fears of rising rates seep into the markets and hit the tech sector the hardest. Big names like Amazon, Apple and Facebook are down this week and heading lower. Is this a buying opportunity? We’ll debate. Plus, investors are looking for a hot new type of research these days – Reddit mentions. We’ll speak with a company offering just that. And, Laura Martin of Needham & Co. says investors should sell Netflix so they can buy into ViacomCBS. She’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.
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Feb 24, 2021 • 45min

A market reversal, Over-stocked?, and not-so-electric

Stocks are wiping out earlier losses, as investors seem to be putting fears of rising rates aside. But why the sudden shift in sentiment? We’ll ask Angela Mwanza of UBS, and get her best practices for investors right now. Plus, shares of Overstock are sinking despite posting a solid earnings beat. We’ll talk about its outlook, the consumer and its crypto investments with the CEO. And, the electric vehicle sector is sinking this month, with some big names down 20% or more. We’ll take a close look at what’s driving the move lower. 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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Feb 23, 2021 • 45min

A “long way to go”, EV battery demand gets a jolt and a crypto crash

Federal Reserve Chairman Jerome Powell said the economy has a long way to go to recover, but also committed to keeping a backstop in place. We’ll break down all of his comments from his testimony today, and what they mean for both the recovery and your money. Plus, demand for electric vehicle batteries is set to surge, and a former Tesla executive is looking to cash in. We’ll give you the key details. And, in today’s Rapid Fire: Bitcoin tumbles from record highs, Home Depot sinks despite delivering a Q4 beat and WeWork is back in the headlines. 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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Feb 22, 2021 • 44min

A shot at cruising?, a Spring Squeeze and robot warehouses?

When will Royal Caribbean and other cruise lines get back to sea? And will vaccinations be required? CEO Richard Fain joins us exclusively to discuss the path forward for travel and the pent-up demand he’s seeing for voyages. Plus, we’ll take a look at how rising mortgage rates, surging prices and tight supply could lead to a ‘Spring Squeeze’ for the housing market. And, in today’s Rapid Fire: Bitcoin whales are trimming their holdings, activist investors take aim at Kohl’s and does Instacart love robots? 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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Feb 19, 2021 • 44min

An economic temperature check, adding to the Chip Wreck and time to take Dogecoin seriously?

As the pandemic drags on, we speak exclusively with New York Fed President John Williams. We’ll ask him all about the economy, policy flexibility, inflation and the path forward for asset purchases. Plus, the semiconductor industry is facing a new problem – the weather. We’ll explain why. And, should the so-called “joke” cryptocurrency Dogecoin be taken seriously? We’ll speak to an expert who thinks so. 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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Feb 17, 2021 • 44min

Robinhood’s DC debut, Miami embraces Bitcoin and the Texas Energy Nightmare

Embattled app Robinhood is set to testify on Capitol Hill about its role in the Reddit-fueled stock trading frenzy. We’ll talk to Congressmen from both sides of the aisle who are getting ready to grill the CEO. Plus, Miami is considering a number of initiatives to embrace Bitcoin and other cryptos. We’ll speak with the city’s Mayor about them. And, we’ll bring you the latest details on the energy nightmare in Texas amid the state’s deep winter freeze. 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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