The Exchange

CNBC
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Dec 30, 2020 • 45min

A valuation revolt?, rise of the individual investor and a crude reality

When Facebook and Honeywell shares are trading at the same lofty valuation, could the market be out of whack?We’ll debate, and take a closer look at whether or not stocks are getting too pricey here.Plus, individual investors jumped head-first into the market this year. We’ll discuss their influence and who benefits the most.And, Dan Yergin of IHS Markit explains why he thinks crude is trapped in “virus alley,” and why it could remain there next year too.  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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Dec 29, 2020 • 45min

To spend, or not to spend?, ‘Streets of Dreams’ and a touchdown for big tech

Stocks are pulling back, but only after hitting record highs once again.Can more stimulus help keep the gains coming in 2021, or is that unnecessary now? We’ll debate.Plus, “The Profit” host Marcus Lemonis joins us to talk the consumer, the next round of PPP and his “Streets of Dreams.”And, in today’s Rapid Fire: Amazon scores with the NFL, streamers get a holiday download boost and a big investor goes after Intel.   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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Dec 28, 2020 • 45min

Stocks Soar on Stimulus, China Pressures Alibaba, and the New Real Estate Hotspot

Stocks climbing higher after President Trump signed another round of stimulus, one strategist reveals the names she’s snapping up with just four trading days left in 2020. Beijing moving to regulate Jack Ma’s Ant Group and launching an investigation into Alibaba…why big tech in China should be concerned. Plus, it’s not just suburbs seeing a surge in homebuying…we get a look at the other, often-overlooked, hot real estate market.  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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Dec 23, 2020 • 45min

What’s the deal?, stimulus winners and a unionization situation

President Trump is calling on congress to change the latest stimulus bill, and markets seem unfazed. What’s the deal? We’ll debate.Plus, we’ll dive into who the winners of the stimulus bill are, including one high-flying stock that’s up more than 200% this year.And, in today’s Rapid Fire: a push to unionize Amazon workers, a warehouse gold rush and high score for video games stocks in 2020.  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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Dec 22, 2020 • 45min

2021 catalysts, can the hot housing market avoid a winter freeze?, and Apple’s big auto bet

Stocks are looking for direction today, as virus fears are outweighing vaccine rollouts in consumers’ minds.We’ll look ahead to what could be the next catalyst for markets in the new year.Plus, existing home sales just dropped for the first time in 6 months. Is the hot housing market losing steam? We’ll discuss.And, in today’s Rapid Fire: Apple wants to make cars, Peloton’s big purchase and Lululemon wants more overseas exposure.  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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Dec 21, 2020 • 44min

Worries vs. Relief, the state of stimulus and from beaker to bulk production

A new COVID-19 variant abroad is overshadowing a new stimulus deal here at home. Will the markets end up shrugging this off, and where do stocks go from here? We’ll debate.Plus, we’ll take a closer look at what’s in the latest round of stimulus, and how soon folks could see relief.And, we’ll check in with a company that makes components for Covid vaccines on how the rollout is going.  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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Dec 18, 2020 • 45min

All talk, no action?, a vaccine battle and a profitable IPO

We’ve heard a lot of talk out of Washington about getting a stimulus deal done soon.But things just got more complicated, as The Fed gets thrown into the mix. We’ll explain why.Plus, a battle is brewing between Pfizer and the government over a lack of direction on vaccine shipments. We’ll give you the latest details.And, in today’s Rapid Fire: Poshmark turns profitable during the pandemic, support for Airbnb and Sony gets ‘Cyberpunk’d’. 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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Dec 17, 2020 • 45min

Bitcoin’s New Record, Home Flipping May Be Flopping and Papa John’s CEO

As bitcoin hits an all-time high and big-name investors pile in, we talk to the CEO of PayPal’s crypto provider. Plus, the housing market is still red hot, and it’s not just buyers getting priced out. Why house flipping is flopping. And pizza is outperforming other fast food this year, the CEO of Papa John’s joins with what’s working. 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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Dec 16, 2020 • 42min

Investors Await the Fed, Biotech’s Best Year Ever, and Robinhood Gets Sued

Strategists and economists join with a look at the Fed’s unprecedented year—what worked, what didn’t and what investors can expect in 2021. Biotech was the big winner in 2020, a top analyst has his picks for next year. And Massachusetts suing investing app Robinhood, alleging it gamifies markets and manipulates investors…we get a look at the potential fallout.  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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Dec 15, 2020 • 45min

Triggering a sell signal, a fast food check-in and down & out on Main St.

Fund managers are underweight cash for the first time since 2013, and Bank of America says that’s triggering a “sell” signal. We’ll take a look at the history, and our market experts debate whether or not you should follow that advice. Plus, as we close out a tough year for restaurants, we’ll speak with the CEO of Restaurant Brands Intl. about what he expects in 2021. And, The U.S. Chamber of Commerce painted a bleak picture of small businesses in its latest report. We’ll ask what it wants in the next stimulus bill.  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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