The Exchange

CNBC
undefined
Oct 29, 2020 • 45min

Earnings vs. Covid, Tech Titans Report, and Urban Flight Pain

Since the start of the earnings season, the Dow has dropped 7%, the S&P 5%, and the Nasdaq 4%.Are earnings to blame or is the timing just a coincidence amid the resurgence in Covid cases worldwide? We’ll explore.Plus, with tech earnings on deck, investors have high expectations. We’ll tell you the key things they want to hear from each of the tech titans.And, the recent urban flight is starting to hurt the bottom line of some companies. We’ll break down the names. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Oct 28, 2020 • 45min

The selloff continues, and Big Tech on Capitol Hill

It’s another big down day for stocks, as surging virus cases and new lockdown measures in Europe stoke fears of a halt to the economic recovery.We’ll discuss what’s weighing most on investors’ minds around the globe, and whether or not this is a tipping point or a buying opportunity.Plus, big tech CEOs are back on Capitol Hill, testifying about their controversial content moderation policies. We’ll give you the key headlines as they break.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Oct 27, 2020 • 37min

Big beats/small moves, reading the charts, and a worried consumer?

There’s been a lackluster reaction to the strong earnings reported this season. We’ll discuss what that tells us about the market, and whether or not we’re in a holding pattern until the election.Plus, there’s been a lot of talk about the shift to value names recently…but is the rotation for real? We’ll get technical with Instinet Chief Market Technician Frank Cappelleri.And, the consumer’s outlook on the economy is growing more dim according to a new report. We’ll explore why, and what that historically means for stocks.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Oct 26, 2020 • 48min

Stocks sell off on virus surge, stimulus stalemate

The Dow is on pace for its worst day since June, as investors grapple with rising global Coronavirus cases and a stimulus stalemate in Washington.We look at how investors can protect their money, and identify the sectors getting hit hardest by the selloff.Plus, former NEC Director Larry Lindsey joins to discuss volatility ahead of next week’s election, and what rising virus cases could spell for our economic recovery.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Oct 23, 2020 • 45min

Economic fact check, hot homebuilders, and a Barbie boost

There were a lot of bold claims made about the state of our economy in last night’s presidential debate. We’ll get a fact check, and see who’s doing the best – and worst – right now. Plus, homebuilder stocks are red hot, fueled by high demand and a sizzling housing market. One analyst thinks they can keep up this scorching success up, and he joins to explain. And, Mattel shares are soaring after crushing third quarter earnings, helped in a big way by a surge in Barbie sales. Can it keep up momentum? We debate 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.
undefined
Oct 22, 2020 • 45min

A “mountain-shaped” market, Quibi calls it quits, and a commodities comeback?

One of Wall Street’s biggest hedge fund managers says a big rally is ahead once the next relief bill passes. But with no timeline in sight, is it too soon to buy in? We’ll explore. Plus, streaming service Quibi is shutting down just six months after launching, despite a hefty cash hoard and lots of buzz. We discuss what went wrong in Rapid Fire.And, Jeff Currie of Goldman Sachs tells us why he sees a big move to the upside in oil, copper and other commodities in the new year.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Oct 21, 2020 • 45min

Unused billions, a day (or 2) short, and can Tesla deliver?

As Washington battles over the next round of stimulus, hundreds of billions of dollars have gone unspent from other sources of funds. Can that cash still be tapped? We’ll explore. Plus, Netflix says it could’ve beaten Q3 estimates…if the quarter lasted an extra 48 hours. We discuss Netflix’s historic earnings miss in Rapid Fire.And, investors have a lot riding on Tesla’s earnings tonight, with the stock already up 400% this year. Is the bar set too high, like it was for Netflix? We’ll debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Oct 20, 2020 • 44min

DOJ sues Google, checking it twice and Hummer goes electric

The Dept. of Justice is suing Google, claiming it has a monopoly on the search market. What could this lawsuit accomplish, and will it even matter to the company? We discuss.Plus, the number one retail analyst on Wall Street joins to give us the stock names on his shopping list amid this year’s unprecedented holiday season.And, GM is doubling down on its EV plans, making a multi-billion dollar investment to resurrect the Hummer as an electric truck. We’ll give you the key details on the big reveal expected tonight. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Oct 19, 2020 • 45min

From the old to the young, the great pickup shortage and M&A mania ahead?

Stocks are gradually being sold by older folks to younger ones, as Baby Boomers retire and cash out of the market. We’ll explain how that rotation is impacting investors of all ages.Plus, pickup trucks are the hottest model on car lots right now…if you can even find one. We discuss the pandemic’s role in auto demand in Rapid Fire. And, crude prices continue treading water, as the industry consolidates further with another big M&A deal today. Are more energy mergers on the way? We explore.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Oct 16, 2020 • 45min

Avoiding value traps, pressure on Big Tech and a tax holiday for private jets

How can investors separate future winners from value traps in the hunt for stock bargains? Our market experts weigh in. Plus, big tech firms are under pressure, as antitrust investigations mount and a key liability shield is in doubt. Who’s most at risk? We’ll explore.And, private jet companies are taking advantage of a tax holiday tucked away in the CARES Act. We discuss the potential windfall for wealthy fliers, and what it means for your money too 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.

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