The Exchange

CNBC
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Nov 30, 2020 • 45min

Can the record run to continue?, Bullion vs. Bitcoin and battle for the retail crown

Stocks are lower today, but still on pace to close out a monster month of gains and record highs. But is there more to come? We’ll debate.Plus, Gold is getting pummeled just as Bitcoin shoots back up to near all-time highs. We’ll take a look at the tug-of-war between these two investments. And, with holiday shopping in full swing, we’ll explore who could take the retail crown as shoppers shift out of the store and move online.   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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Nov 25, 2020 • 45min

The hot housing market, delivery dilemma and a new retail reality

The housing market is scorching right now, with low rates and supply sending prices sky-high. But is the market getting too hot? We’ll discuss.Plus, pharma companies are getting ready to ship COVID-19 vaccines. But how will the states distribute them? We’ll ask the governor of Nebraska.And, the President of the Forbes Company explains how he plans to keep shoppers out of his malls this holiday season.  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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Nov 24, 2020 • 45min

Dow rallies past 30,000 for first time ever

Today marks a huge milestone for the stock market, with the Dow trading above 30,000 for the first time in history.All 11 S&P sectors are higher, and the underperformers of 2020 – Energy & Financials – are leading today’s gains.And it’s all happening against a backdrop of slowing consumer confidence, increased virus-related restrictions and rising COVID-19 cases across the nation.We’ll follow the money, and tell you all you need to know to stay ahead amid this historic market rally. 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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Nov 23, 2020 • 45min

Medicine Monday?, the good & the bad, and Bitcoin’s huge backers

For the third week in a row, investors woke up on a Monday morning to promising results on a COVID-19 vaccine.But the market reaction is getting more and more muted. Is all the positivity already baked in? We’ll debate.Plus, more folks traveling is good news for airlines, but bad news for others as the virus spreads. We’ll bring you the latest details on new restrictions around the nation.And, Bitcoin has picked up some big backers lately. We’ll identify the whales that have thrown their weight behind the cryptocurrency and fueled its recent gains.  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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Nov 20, 2020 • 45min

J.P.Morgan goes “negative”, the class of COVID-19, and a $5M TV timeout?

J.P.Morgan says GDP will shrink in Q1, as positive vaccine news isn’t enough to offset the damage done from new lockdowns.Is this a blip, or a double-dip downturn ahead? Our market experts debate.Plus, as more school districts send students back home, the economic strain on them could be felt for years beyond this pandemic. We’ll explain why. And, the PAC-12 Conference is reportedly losing about $5 million in TV revenue for every football game it cancels due to COVID-19. Can it sustain these financial hits? We’ll discuss in Rapid Fire.  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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Nov 19, 2020 • 45min

Time tug-of-war, a three-phase recovery and the Big Game goes cashless

Investors are torn between two narratives: a vaccine for the long-term, and shutdowns in the near-term.Now that the CDC is recommending avoiding all Thanksgiving travel, which should investors be focused on? We’ll explore.Plus, Wall Street’s number one retail analyst joins to discuss his three-phase recovery plan for the sector.And, this year’s Super Bowl will be missing something for the first time in its 55 year history: cash. Why is the NFL going all-in on digital payments? We’ll discuss in Rapid Fire 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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Nov 18, 2020 • 45min

The market “hand-off”, a trillion-dollar cushion and the “most disruptive generation ever”

A top strategist says a market rotation is ahead; one which will say ‘goodbye’ to Fed dependence and ‘hello’ to growth. We’ll explain why. Plus, Americans are apparently sitting on an estimated $1.3 trillion in extra cash savings amid the pandemic. Chris Senyek of Wolfe Research joins to discuss what that means for the recovery in 2021. And, Gen Z’s disruptive buying powering will surpass Millennials’ in the next 10 years, according to Bank of America. Which industries could be in line for a boost or a bust? We’ll discuss in Rapid Fire.  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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Nov 17, 2020 • 45min

Peak optimism?, the future of travel and Tesla joins the club

Stocks may be down today, but fund managers’ optimism isn’t. According to BofA’s latest Global Fund Manager Survey, they’re more bullish now than they’ve been all year.Is it time for investors to fade the herd, or to follow it? Our market experts debate.Plus, the CEO of Tripadvisor joins to discuss the company’s big bet on rentals, just as rival Airbnb gets ready to go public.And, Tesla is set to join the S&P 500 beginning on December 21st. But with shares already up more than 500% in the past year, can it keep up momentum? We’ll discuss in Rapid Fire.  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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Nov 16, 2020 • 45min

The stocks & the science, real estate reality and battle of the payment stocks

Markets are rallying on more vaccine hopes from Moderna, with the Dow nearly hitting 30,000 for the first time. But will this be another reopening trade headfake like we saw last week? Our market experts debate.Plus, real estate entrepreneur Don Peebles joins to discuss the pandemic impact on the industry, including why he expects permanent damage across the retail & office sectors. And, payment players Paypal & Square have had a monster year, as more folks go cashless. But one name has nearly leapfrogged them both in the past quarter. We’ll explain.  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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Nov 13, 2020 • 45min

Economic ripple effect, how hot is too hot?, and a front row seat to the recovery

Markets continue to rally in the face of negative virus developments, including cities from New York to Chicago rolling back reopening efforts. We’ll explore the economic ripple effect, and what it could mean for investors. Plus, home prices are on the rise in every corner of the country for the first time in 40 years. But is the housing market getting too hot? We’ll debate. And, lockdowns aren’t stopping fans from planning to attend live events in a post-pandemic world. SeatGeek CEO Jack Groetzinger joins to discuss how he plans to get them back into venues safely.  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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