The Exchange

CNBC
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Feb 1, 2021 • 44min

A Shiny new Bet, Making Room, and a White House Visit

Silver shooting higher. Is this the latest play in the Reddit Rebellion or are some *being* played. We’ll explain. Plus, more good news on the vaccination front. Moderna says it can fit more doses in each vial and is asking the FDA to approve the move. Will it alleviate some the production bottlenecks? And, could we actually be seeing some real, old fashioned bipartisanship on the hill? Maybe, but it all comes with a price tag. We have the latest on stimulus. 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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Jan 29, 2021 • 45min

A Wild Week for Markets, The Future of Robinhood, and Stand Down on Patents

It’s been a wild week with populist investing shocking the markets. What are money managers telling their clients in this environment? We’ll ask. Plus, too many big bets on GameStop sending Robinhood scrambling for more money. Does this put the entire company at risk? And, New York City Mayor Bill De Blasio says companies need to do *this* to really ramp up vaccine rollout. He tells us what it is he’s suggesting and when the Big Apple can reopen. 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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Jan 28, 2021 • 44min

Investors vs. Institutions, Washington’s message to Wall Street and a method to the madness?

Robinhood and other retail brokerages are cutting off trading for some red-hot stocks. And that’s causing some of them to collapse in a big way. With some investors starting to cry foul, should we expect a reaction from the broader market? We’ll ask Jonathan Golub of Credit Suisse. Plus, Republicans in Washington are weighing in on the “Reddit Revolution,” and have a warning for Wall St.: the populist movement is here to stay. And, Paul Hickey of Bespoke says there’s more to the run-up in names like Gamestop besides amateurs buying stocks blindly. He’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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Jan 27, 2021 • 42min

Shifting sentiment?, gauging your “options” and earnings heavy hitters

There’s a ton of selling going on today, from stocks to Bitcoin and many, many commodities. With the Fed’s rate decision also on deck, we’ll tell you all you need to know and why. Plus, options, short sellers and Internet message boards are creating some of the wildest stock moves ever. We’ll explore. And, some heavy hitters report earnings after the bell, including Apple & Tesla. We’ll preview both, and tell you how to play them. 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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Jan 26, 2021 • 44min

Justified by earnings?, “brighter days ahead” and a housing market message

Stocks are hitting new all-time highs with nearly every sector represented today, from Microsoft to Etsy and more. Are we looking at a frothy market, or are earnings justifying these sky-high levels? We’ll ask Neil Hennessy of Hennessy Funds. Plus, Alaska Air just posted a quarterly loss, but says it sees signs of brighter days ahead. We’ll speak exclusively with the CEO. And, the latest consumer confidence report is sending a strong message to the housing market. We’ll explain why, and what’s ahead. 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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Jan 25, 2021 • 45min

An earnings conundrum, the “pipe dream” and Bud bows out

The busiest week of earnings season is underway, and we’re seeing an anomaly develop: beat & drop, or miss & rally. We’ll explore. Plus, we’ll take a close look at pipe financing, an under-the-radar trend that’s helping fuel the recent SPAC boom. And, in today’s Rapid Fire: the most compelling story in retail, a Super Bowl ad shakeup and podcast-palooza. 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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Jan 22, 2021 • 55min

The wage debate, a trading frenzy and let the games begin

President Biden is expected to sign an executive order today aimed at promoting a $15 Federal minimum wage.We’ll take a close look at the numbers, and debate whether or not it will create progress if it becomes a reality.Plus, trading volumes are through the roof…and it’s not just equities. What’s fueling this high level of engagement? We’ll explore.  And, Michigan has officially made mobile gaming legal. We’ll speak exclusively with the CEO of Penn National Gaming to discuss the future of the industry.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jan 21, 2021 • 44min

“Casino mentality”, the money keeps flowing and a bad connection?

“Casino mentality”…”carried away”…and “extreme euphoria.” Those are just some of the words two famed investors used to describe the market today. As earnings season kicks into high gear, will they be proven right, or will the numbers justify the multiples? We’ll debate. Plus, investors are piling into one area of the market at the fastest pace in a decade. We’ll tell you what it is, and if you should buy in. And, in today’s Rapid Fire: a moment of truth for Intel, Wall Street goes gaga for Google and an e-commerce boom for Baby Boomers. 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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Jan 19, 2021 • 45min

A triple play of catalysts, a runup into results and “revenge spending”

There’s a triple play of big news to kick off the trading week, including Biden’s inauguration, Janet Yellen’s tough message on stimulus and lots of earnings calls. We’ll discuss the key points you should keep an eye on, and detail the opportunity sectors for 2021 and beyond. Plus, the banks are posting a big rally ahead of earnings results. So why do investors seem unimpressed? We’ll debate. And, in today’s Rapid Fire: the first of the FANGs reports, “revenge spending” in China and what investors think is the biggest “bubble” 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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Jan 15, 2021 • 45min

$7 trillion on the line, no looking, no problem and cybersecurity carveout

The Fed has been tasked with a delicate balancing act, navigating inflation, deficits, stimulus and much more. But can it handle the job when $7 trillion in taxpayer dollars are on the line? We’ll discuss with Boston Fed President Eric Rosengren. Plus, a new survey found 63% of homebuyers made an offer sight unseen in 2020. We’ll explore the red-hot housing market with Redfin’s chief economist. And, President-Elect Joe Biden’s stimulus plan includes a ton of money for cybersecurity initiatives. Who stands to benefit most? We’ll discuss with Dan Ives of Wedbush. 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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