The Exchange

CNBC
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Oct 15, 2020 • 44min

Shaky Ground, Out of Fashion, and Goodbye Value?

Rising cases, rising jobless claims and rising doubts about more Covid relief have the markets on shaky ground.We’ll have the latest and see if earnings can help the market.Plus, one analyst says a number of retailers could be negatively impacted if a blue wave sweeps over Washington. He joins us with the names.And, growth stocks have been outperforming value so far this year, now one major value fund is closing up shop….are investors completely giving up on value? We explore. 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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Oct 14, 2020 • 45min

Alphabet soup, treatment setbacks and Black Friday(s)

As the market reverses lower, some investors could be misreading the signs when picking a letter to describe the economic recovery. We’ll explain.Plus, Eli Lilly is pausing its Covid antibody drug trial, now the second virus treatment setback this week. Should investors rethink their strategy in the healthcare space? We’ll debate. And, Walmart is throwing out its Black Friday playbook, and breaking it up into three separate sales events. Could this be a winning strategy? We explore 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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Oct 13, 2020 • 45min

Apple’s big event, cash on the sidelines and a “JV” ETF

Apple kicks off its biggest product event in years, announcing four new 5G- supported iPhone 12 models. We’ll bring you the key details as they break, and tell you all you need to know.Plus, Blackrock CEO Larry Fink says he sees signs of “underlying strength” in the market, including investors sitting on the sidelines who could pump even more cash into stocks. Is he right? Our market experts debate. And, Invesco is launching a “junior varsity” version of its successful Nasdaq 100 ETF, the QQQ. We’ll give you the what, when and why 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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Oct 12, 2020 • 45min

Three driving forces, retail’s mega-deal race and the future of live shopping

There are three big forces at play in the market right now: vaccine, election and earnings. Which will be the biggest catalyst for gains? Our market experts debate.Plus, Amazon Prime Day kicks off after months of delays, and other big box players are cashing in with sales of their own. Who will come out on top? We explore.And, brands like Levi’s and Tommy Hilfiger are betting on QVC-style live pitches to reach shoppers amid the pandemic. Is this the next big idea, or a fad destined to flop? We 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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Oct 9, 2020 • 45min

Trump Calls for More Stimulus, Energy’s Big Week, Launching a Business During the Pandemic

Stocks climb on reports that Pres. Trump intends to raise the stimulus offer to $1.8T, but two strategists say the markets going higher with or without a deal. They tell us where they’re seeing opportunities.Oil making big moves this week, and energy getting the of approval from Carl Icahn. Should investors jump in?Plus, despite thousands of small businesses closing, many are also launching during the pandemic. We have a look at what’s behind the surge. 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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Oct 8, 2020 • 44min

What’s the Deal?, Banking Bonanza, and a Muni Mess?

Will they or won’t they? Speaker Pelosi says there won’t be a skinny deal for airlines without a broader Covid relief bill. This after the President called talks “productive.” We look at the market impact from all the back and forth.Plus, financials finding some footing recently as we head into a big week of earnings for the sector. We’ll debate what names should be in your portfolio ahead of the results.And, the pandemic is taking its toll on municipal finances across the country, and the work-from-home trend could make it even worse. We’ll tell you how. 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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Oct 7, 2020 • 45min

Stocks like Skinny, Eli Lilly’s Big FDA Move, & a Real Threat to Tech Titans?

Stocks are rallying as the President proposes smaller, targeted relief aid but do investors believe this is real progress? We debate.Plus, Eli Lilly has filed for FDA emergency use authorization of its Covid-19 antibody drug. We’ll speak with the CEO about the treatment, the potential timeline, and what production could look like.And, in its lengthy report, Congress concludes four big tech giants have monopoly power and it’s time for changes. We look at what is likely to make its way into the bills as the real work begins. 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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Oct 6, 2020 • 44min

Powell Gets Cautious, Coffee & Carne Asada and Spending Without a Stimulus

Fed Chair Jerome Powell saying the pace of the recovery is slowing and more support will be needed… we discuss what it means for the markets.The teens aren’t spending, according to a new survey, but there is one sector they’re splurging on. We dig into the results.And while teens aren’t spending, adults could be around the holidays even if there isn’t another round of stimulus, according to one analyst 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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Oct 5, 2020 • 45min

From Washington to Wall Street, When the Bill comes…, and Roll the Credits.

As the case count rises in Washington, we look at who has it, and the potential impact on top issues for investors.Plus, two major issues the U.S. will have to deal with after the pandemic…weaker population growth and the drag of high debt. We look at the fallout for the economy.And, an industry on the brink. We’ll look at the future of theaters, malls and Hollywood as cinemas close down again, and the impact it’s having on stocks. 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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Oct 2, 2020 • 45min

Investors react as the President tests positive for COVID-19

A big day for the markets, the economy and the U.S. after President Trump and his wife test positive for covid-19. We breakdown what it means for investors, policy negotiations, the campaign and the fate of this pandemic.  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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